Page 1 Cameron University Banner Project Memberships Notes Committee/Meeting Name Date July 30, 2009 Location Managing Memberships Time Convened Burch Members Present Members Absent Notes Topics July 30, 2009 1:00 p.m. Recorder Time Terminated Hillary Ashton Jennifer Bowen, Hillary Ashton, Diana Smith, Angela Melton, Anna Swanson, Tina Jensen, Terry Anderson Discussion, Information Action Taken, Decisions, Recommendations Must have unique interest code for each item (AAAMINT) Sales Tax, Shipping and Handling and each Sale Item will all have separate interest codes To Do: Need to check with Athletics to see if they are going to process their gifts through Banner Entering new items Anna would prefer for us to use four character codes for merchandise items Go to (AAAMINT) TO DO: In TEST we need to delete all groups in Name: Put item name and tax and S&H TO DO: Add all items to the AAAMINT Table Type (required) To Do: Fill in account information once it is received from Finance Page 2 Cameron University Banner Project Memberships Notes Topics Discussion, Information Group: Will not use at this time. ATVAMGP (Interest Group Code) Always check restricted For each item we will need to create a U and F code for each item Need to fill in the FOPAL Go to AAAMSHP ASALE (Alumni) and ZSALE (Athletics) – must set up for each item Add item to ATVDCPR – This is where you can create benefits/premiums (what you get in return) To Do a Sale: AAADUES Program: ASALES (this is the only thing required on the first page) Amount: Total amount of payment, including tax and S&H Category: Interest: What are the items in this sale - there should be three items (item, tax & S&H) depending if you are mailing item To query Sales: Go to AACDUES (for more detail go to options and Dues Base Detail) July 30, 2009 Action Taken, Decisions, Recommendations Page 3 Topics Comments Creating Alumni QuickFlows Cameron University Banner Project Memberships Notes Discussion, Information Can mark when you sent an item on the Benefits/Premium page on AAAMEMB – Need to discuss if we want to use this – will probably just put date sent in the comments. July 30, 2009 Action Taken, Decisions, Recommendations Comments put on AAADUES do not show up on AAAMEMB. Comments put on AAADUES show up on AACDUES Dues Base Detail screen. You can put separate comments on AAAMEMB. Need to add to business practices to look for comments on AACDUES. 1. Go to GTVQUIK and Create Name: ADPYMT (Alumni Dues/Sales/Fitness Ctr) TO DO: Add ADPYMT to Test TO DO: Anna is checking to see if we can change descriptions 2. Go to GUAQUIK – Select ADPYMT – Next Block – Select Forms for QuickFlow AAADUES, AAAMEMB and AACDUES To close session Go to AGACREV – go to options “Close Session” – Enter drawer total and make sure it matched session total – Go to Status “Close” or “Finalize.” To set privileges AGACTRL Business Practice: You never finalize your own session – in the beginning only HASHTON, JBOWEN and one other person can finalize. To Feed to Finance AAPFEED Database needs to be in printer field To Do: Need to add everyone to GUAIDEN in test Page 4 Cameron University Banner Project Memberships Notes Topics Discussion, Information July 30, 2009 Action Taken, Decisions, Recommendations Start and end date required First run in report mode Feed Date: Only use if feeding date other then today Sort – Next Block and Save submits it – to options and then review output Membership Cards and Renewal Letters AAPCARD – To create membership card report/update Business Practice: We will probably use Form Fusion more than Letter Generation AUAMAIL – To see pending letters Business Practice: On AAAMEMB have Renewal Date and Expiration Date be the same and run a Form Fusion or Letter Generation to pull everyone who is about to expire and need a renewal letter AAPRNEW – To Query: AAAPOOL AACDUES