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Names
Selection Criteria
Like
the Names Selection Criteria in AM4, AM.NET's Names Selection Criteria
allows you to extract selected names information based on criteria
you select. For example, need a set of labels for members with a
join date before January 1, 1996? Specify a member status of Member
and any join date before 01/01/1996. Need a set of labels for prospective
members? Specify a member status of Prospective Members.
Read
more >>
Product
Sales
You can now sell products from AM.NET. To sell a product, select
a person or firm from Names or Firms File Maintenance. Then, select
Routines > New Product Sale. (Or, if you are on the Products
tab in Names or Firms File Maintenance, you can right-click the
grid and select New Product Sale from the context menu.) The Product
Sale window for the selected product appears.
The
Product Sale process is similar to AM4. However, there are two important
differences.
The
first is simply a cosmetic difference: AM.NET’s file edit
toolbar replaces AM4’s Add another line item and
Delete selected line item buttons.
Second,
unlike AM4, AM.NET allows you to view and edit details about a specific
line item. In AM4, once you add a line item, you must delete and
then re-add it in order to change it.
See
the Product Sale screen >>
Product
Payment
You can now enter a product payment through AM.NET. To enter a payment
- Select
the person or firm with the payment you want to apply.
- Select
Routines > Product Payment. The Products Payment window for
the selected person or firm appears.
- Enter
the payment information and click OK.
See
the Product Payment screen >>
Event
Cancellation
You can now cancel event registrations from AM.NET. To cancel a
registration in AM.NET, select the person with the registration
you want to cancel in Names File Maintenance and then select the
Event tab.
Right-click
the registration you want to cancel from the Event Registrations
grid and then select Cancel Registration from the context menu.
Event
Credit Balances
Once you cancel a registration
you can also transfer the credit balance. To transfer a credit balance
in AM.NET, select the registration with the credit balance you want
to transfer in the Event Registrations grid on the Event tab of
Names File Maintenance.
Select
Transfer Credit Balance and then select one of the five options
on the context menu:
- Apply
to Current Registrations. If the registrant has a balance
in another event, you can transfer the credit balance to that
event as payment.
- Apply
to Firms MOA. Applies the money to the Firms Money on
Account for the firm linked to this person.
- Apply
to Names MOA. Applies the money to the Names Money on
Account.
- Substitute
another Registrant. If another person from the same firm
will attend the event, you can use the credit balance as payment.
- Transfer
to Another Event. If the registrant wants to register
for another event, you can transfer the credit balance to the
new registration as payment.
Post
Individual Dues and Dues Adjustment
You
can now both post and adjust dues in AM.NET.
As
in AM4, to post dues or process an adjustment, select the person
in Names File Maintenance with the dues you want to post or adjust.
Then, select Dues Posting or Dues Adjustment from the Routines menu.
You
can also right-click the Dues Journal Transactions grid on the Dues
tab of Names File Maintenance and select Dues Posting or Dues Adjustment
from the context menu.
Refund
Credit Balances
AM.NET
now allows you to refund event credit balances. To refund credit
balances
- Select
Routines from the AM.NET Button Bar.
- The
Events Routines window appears. Now, select Special Routines from
the list on the left. Finally, double-click (or click the routine
icon for) Refund Credit Balances. The Events Refunds window appears.
Note
that you can now expand a selected transaction to see all possible
refund methods. In AM4, a separate window appears.
When
you select a refund method, the selected icon appears,
allowing you to clearly note which transactions AM.NET will refund.
Delete
and Merge a Name
The
Delete and Merge Name routine is now available in AM.NET. Though
it functions like the Merge Two Names routine in AM4, there are
some significant changes.
Read
more >>
Reports
Several
reports from AM4 are now available
in AM.NET:
Names
reports
- Names
File Maintenance Listing
- Duplicate
Names
- Names
Labels
Events
report
- Manual
Status
- Participant
Accounts
- Receivables
Detail by Person
- Receivables
Summary by Event
- Registration
Status
- Confirmations.
The programming for confirmations is done, but not all custom
report formats are complete. Please contact
CDS to see if your state's custom print and email confirmations
forms are ready.
For
more information about using reports in AM.NET, please see the previous
issue of AM.NETWorks. |
