Purpose: To adjust the amount of dues billed to the individual. You can also edit the billing class on the record.
Launch Point: This routine can be launched from the following location(s):
•Names → File Maintenance → Routines Drop-Down Menu →
•Names → File Maintenance → Dues Tab → Context Menu on Dues Journal Transactions Grid →
Example: When the routine is launched a window will open
When you have been notified of a change in a member’s status which affects their dues billing, but you are not processing the dues payment at the same time, the Dues Adjustment routine should be used. This routine allows the user to increase or decrease the current dues billing as well as change the members billing class.
By default, the system fills in the Dues Adjustment Amount with the appropriate amount to bring the current balance to zero. Many times, the reason an adjustment is needed is that the person was billed in the incorrect class. To change their billing, class select the appropriate class from the New Class drop-down list.
The Adjustment Transaction Year will default to the current dues year set in the system. If the transaction is for a previous or future dues year you need to change the Adjustment Transaction Year to the appropriate year. A brief note for the change in class and/or adjustment can be entered in the Note field.
The Account Recap group box is a recap of the person’s dues before and after the adjustment.
See also