Choose the member ID number.
The system date appears by default, although you can change it if necessary.
Enter credit card or check number.
SAMS will automatically default your current fiscal paid year
Enter the payment source for this member.
Once a payment has been saved for this member, SAMS automatically inserts an Enrollment Type.
|
Enrollment Type |
Description |
|
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 No
Chapter number is assigned in the Members record and can not be changed from this screen.
SAMS assigns a transaction number for this record. This number can not be changed.
Enter the ID for the person that will get credit for this new member.
Enter the number of points the individual will receive.
If you are using a general ledger interface, this will be the date this transaction was posted to your general ledger.
If you are using a general ledger interface, this will be the date this transaction was posted to your general ledger.
Enter any additional payments using the additional payment code and the amount of this transaction. For example, if you have books or mailing lists you charge your members, you can use these fields to keep track of the codes and amounts. You can define additional payment codes using the Payment Codes option in the Lookup Codes menu for Membership in the Maintenance section of Utilities.
Enter the Adjustment Code and the amount of this transaction. SAMS provides a pop-up menu which displays the available Adjustment Codes. Simply choose an Adjustment Code from the pop-up; SAMS inserts the code and displays a description of the code for you. To view the pop-up, click on the ellipsis button and type in the code for adjustment then press [Enter]. Adjustment codes and descriptions are defined using the Adjustments option of the Lookup menu for Membership.
If you are using a general ledger interface, enter the batch number to be posted.
Enter any miscellaneous fees you might charge your members.
Enter the Dues Code and the amount of this transaction. SAMS provides a pop-up menu which displays the available Dues Codes. Simply choose a payment code from the pop-up; SAMS inserts the code and displays a description of the member type for you. To view the pop-up, type a "?" in the field and press [Enter]. You can define Dues Codes using the Payment Codes option in the Lookup Codes menu for Membership in the Maintenance section of Utilities.
If you are billing for multiple dues, enter the payment code for this payment.
SAMS will give you the balance for all the payments for this transaction.
SAMS displays the member's information as a lookup button right on the payment screen for any quick lookup you might need.