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Printing
Dues Invoices
The
three-step process for printing dues invoices is now available in
AM.NET. The process is identical to AM4’s. In AM.NET, you
will find the three routines for printing dues invoices in Dues
Routines > Invoice Process.
Read
more >>
Dues
Routines New to AM.NET
There
are three dues routines now available in AM.NET.
- Delete
dues invoice data (Invoicing Routines > Delete Invoice Data
Without Archiving)
AM4’s
Zap invoice file without archiving records routine
is now known as Delete dues invoice data. This routine is identical
to AM4. We have simply changed the name to protect the innocent.
- Dues
rates table maintenance (Special Routines > Rates table maintenance)
AM.NET
now allows you to modify dues rate data. There is one significant
change from AM4 for this routine. AM4 registers all changes
as soon as you add them in the grid. As soon as you leave the
grid cell, AM4 saves the data. AM.NET on the other hand allows
you to cancel changes. AM.NET also displays a dialog to confirm
any changes to the dues rate table.
- Clear
Dues Print Flags (Special Routines > Clear Print Flags)
Clears
the dues print flag field for all records, just like in AM4.
HTML
Editor
New to AM.NET, the HTML control allows WYSIWYG editing of HTML text
in relevant memo fields. For example, let’s enter text in
the Marketing Copy field of the Marketing tab in Events File Maintenance.
Read
more >>
Financial
Routines
There are three financial routines now available in AM.NET: Redistribute
Prior Payment, Refund a specific Payment, and Miscellaneous Cash
Receipts.
- Redistribute
Prior Payment. This routine allows you to redistribute
a payment on a closed batch or credit card. To redistribute a
prior payment, select the person or firm with the payment you
want to redistribute. Then, select Routines > Redistribute
Prior Payment.
-
Refund a Specific Payment. To refund a specific
payment applied in error, select the person or firm with the payment
you want to refund. Then, select Routines > Refund
a Specific Payment.
- Miscellaneous
Cash Receipts. The Miscellaneous Cash Receipts routine
allows you to apply a payment directly to a specific general ledger
account. You can access this routine in three ways. First, you
can right-click the Product Details grid on the
Products tab of Names and Firms File Maintenance.
Second, you can click Miscellaneous Cash Receipt
while entering cash receipts from Cash Receipts > Cash
Receipts batch Entry. Finally, you can select Routines
> Miscellaneous Cash Receipts while on a person or
firm in Names or Firms File Maintenance.
Credit
Card Number Search
The Credit Card Number Search is now available in AM.NET. In order
to combine all specialized searches in one place, you can now access
this search from the File menu of AM.NET’s main menu, just
like the Email Search and the Phone and Fax Number Search.
Previously,
the Credit Card Search was in Options > Utilities > Credit
Card Routines > Credit Card Search.
We
hope the new location will make it easier to find and easier to
switch to a different search type.
See
the Credit Card Search >>
User
Search Preferences
You
can now specify the default search value when searching for events
or committees. For example, if you set the default event search
option to Name, AM.NET selects the Name search order by default
each time you initiate an event search.
To
set the default search option for events or committees
- Select
File > User Preferences. The User Preferences
screen appears.
- Select
the Default Search Options tab.
- Set
the relevant search option for either events or committees.
Advance
Applicants Routines
The
Advance Applicants routine is now available in AM.NET for all of
your applicant advancing needs. To run Advance Applicants, click
Routines in the Names group on the Main button
bar. Then, select Special Routines > Advance Applicants.
Peer
Review Payments and Adjustments
You
can now make peer review payments and adjustments in AM.NET.
To
make a payment or adjustment
- Select
the person or firm with the applicable peer review account.
- Select
Routines > Review Payment/Adjustment. The
Review Payment/Adjustment window appears.
- Enter
the relevant data and then click OK.
--OR--
- Select
the person or firm with the applicable peer review account.
- Select
the Review tab of Names or Firms File Maintenance.
- Right
click the Review Transactions grid and select
Review Payment/Adjustment from the context menu.
Version
2.0 of the .NET Framework
Release
15 of AM.NET uses version 2.0 of the .NET Framework. This may require
your system administrator to install the most recent version of
the .NET framework in order to use the newest release of AM.NET.
Contact your system administrator or email Greg
at CDS for more information.
Save
and Load Selection Criteria
AM.NET’s
Save and Load Selection Criteria features provide greater functionality
than AM4’s. In AM.NET you can enter a description, set security
for viewing and accessing the criteria, and assign a category. Another
advantage is AM.NET saves criteria to the database, rather than
to a file.
AM4
uses a file-based system to save criteria. You save the file using
the standard Windows File Save window and put the file wherever
you want--on the server, on your local hard drive, or on any other
media. This works well when you are in the office. But if you are
working remotely--say, from home--and do not have access to resources
like your office PC’s hard drive, you cannot access the saved
criteria.
Since
AM.NET saves the criteria to a database, you can access the criteria
wherever you can use AM.NET.
To
save selection criteria
- Select
Reports from the Names group on the main AM.NET
button bar.
- Select
Export > Export/View. The Export/View –
Names/Export window appears.
- Set
all relevant configuration options and click Run.
The Selection Criteria - Export: Names window appears.
- Enter
any relevant criteria and click Save (in the
lower left hand corner of the window).
The
Save Criteria Screen appears. Let’s stop a moment to look
at the options on the Save Criteria screen. Several of these
are new and provide enhanced functionality.
Selection
Criteria to Update. Click Selection Criteria to Update
if you want to overwrite another set of criteria with the current
one. A grid appears and allows you to select from a list previously
saved criteria.
Name.
The name of the criteria you want to save. In AM4, this was a
file name. In AM.NET, this is the criteria’s name as it
is saved in the database.
Description.
A description of the criteria.
Category.
A category for the criteria. You can add criteria categories by
right clicking on the drop-down.
Security.
Three security levels are available.
- Private
Read/Private Edit. Only the person who created the criteria
can use and edit the criteria.
- Public
Read/Private Edit. Anyone can use the criteria, but only the
person who created the criteria can edit the criteria.
- Public
Read/Public Edit. Anyone can use and edit the criteria.
- Now,
click Save. AM.NET saves the criteria.
To
load saved criteria
- Click
Load. The Criteria Browser appears.
- Double
click the row with the criteria you want to open.
-OR-
Select the row with the criteria you want to open and click Open.
Reports
Reports
from AM4 now available in AM.NET:
Dues
reports
- Dues
Error report
- Receivable
Listings
-
Detailed Receivables
-
Aged Receivables
- Projected
Dues Revenue Report
- Print
Firm Dues Invoices
- Summary
Transactions
- Receipts
by Billing Class
- Daily
Transaction Totals
Names
reports
- Membership
Cards
-
Insurance Report
-
Member Update Forms
-
Names - Statistical - Chapter Profile
Events
report
- Daily
Totals
- Event
Detail
- Event
Error Report
- Facility
Labels
- Agenda
Conference Report
- Closing
Report Daily
- Closing
Report Monthly
- Session
History
- Event
/ Acronym List
- Cash
Credit/Transfers
For
more information about using reports in AM.NET, please see AM.NETWorks
issue 2.
Archived
issues of AM.NETWorks
Archived
issues of AM.NETWorks are available here:
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