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
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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
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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