File/Payments (under Membership section)
Enter the MEMB ID Number assigned by SAMS for this member.
The system date appears by default, although you can change it if necessary.
SAMS assigns a transaction number for this record. This number cannot be changed.
SAMS assigns the posted date once the GL interface file has been run.
Enter credit card or check number.
The date the member was billed is automatically brought into this field.
Enter the payment source for this member; check, credit card or bank draft.
Enter the batch number for this transaction.
SAMS will auto-fill the current fiscal year, however, you can change this field.
Enter the Payment Code and the amount of this transaction. SAMS provides a pop-up menu that displays the available Payment Codes. Simply choose a Payment Code from the pop-up; SAMS inserts the code and displays a description of the Payment Codes for you. To view the pop-up, click on the ellipsis button and type in the code for the payments then press enter. Payment codes and descriptions are defined using the Trade Members module of the Look-up Codes located on the SAMS toolbar.
NOTE: The first line for a payment code, automatically deducts from membership - regardless of what the payment look-up code indicates. For non-dues payments that should not be deducted from membership, use line 2 (Addtl) through 5. You must delete the payment code and the amount on the first line (Pmt Code) before entering the code and payment on the additional lines for payments.
Enter any additional payments using the additional payment code and the amount of this transaction. For example, if you have state or local dues you charge your members, you can use these fields to keep track of the codes and amounts.
Should you need to make an adjustment to a member, enter the adjustment code and the amount of this transaction.
SAMS will give you the balance for all the payments for this transaction.
The member type of this member is automatically filled in from their member screen.
Once a payment has been saved for this member, SAMS automatically inserts an Enrollment Type.
1 = New
SAMS checks to see if bill date is empty.
2 = Renewal
SAMS checks to see if Status = A and bill date is not empty.
3 = Reinstate
SAMS checks to see if Status is not = A and bill date is not empty.
Chapter number is assigned in the memberís record and cannot be changed from this screen. The % of dues paid that is to be reimbursed to the chapter.
Chapter number is assigned in the memberís record and cannot be changed from this screen. The % of dues paid that the telemarketer is to receive for commission.
Enter the year the telemarketer will receive credit for this recruit.
If the chapter this member belongs to is part of a territory, that would be listed here.
Locate and select the individual that sponsor this member
Enter the number of points the individual will receive.
The last date this member was billed. Billing is run for members once per bill month, but you can send an invoice to a member numerous times.
The dues code is assigned in the memberís record and cannot be changed from this screen.
Member Type is assigned in the memberís record and cannot be changed from this screen.
The members current status appears here and cannot be changed from this screen.
SAMS auto-fills the user initials that changed this record last.
The system shows you if this payment will be subtracted from member, based on the member type and how it was set up in the look-up code.