.Utilities/Lookup... Click on Trade Member on the top list to the left
and choose Dues Codes from the bottom list to the left. Click
on .
A four digit code.
Enter the payment code for bank drafts. NOTE: The system will look at billing type on the member's financial tab (see below).
You can assign dues codes to particular category to assist you with grouping codes together.
Enter the payment code for credit card payments. NOTE: The system will look at billing type on the member's financial tab (see below).
Default bill month.
Enter the default payment code.
Enter the dues amount.
Enter a full description of the dues code.
Because some associations might assign dues codes for things other than membership, enter a "M" for all membership dues codes.
Should your association use formulas to calculate membership dues.
Do you want to inactive the members with this dues code when you run the inactive/terminate/delete members program. Enter Y or N.
How many mailings will members with this particular dues
Can be used to automatically move members into the next dues code level. This is also useful if you want to track new vs. renewal members or post new vs. renewal money to the general ledger. The first time they are billed, they will automatically be bumped up to the next dues code.
Enter a short description.
If you would like to include a memo on the membership statement, include that here to be "pulled" into the report.
Enter the default member type for this dues code.
Enter the GL Credit Account number used in the Great Plains accounting interface.
Enter the GL Dedit Account number used in the Great Plains accounting interface.
Sample screen shot of where this code is used in SAMS.
member>financial tab
