This issue we take a close look at views—what they are and how to use them. We will also review the many reports and routines that migrate to AM.NET in releases 16 and 17.

In this issue:

• Views You Can Use
• SQL Server
• Search for Checks Paid to Society
• Transfer Credit Balances to MOA
• File Maintenance Flags
• Exporting report data as a DBF
• Real time credit card processing
• Reports
• Routines

Views you can use
AM.NET views allow you to see a snapshot of data based on filter criteria, data relationships, data groupings, and more. Views provide an easy and powerful way to see data from many different perspectives. Need to see all members, grouped by type code? How about a calendar of all events for a specific interest? With AM.NET views you can. And you can do a lot more.

Read more >>

SQL Server 2005
AM.NET requires Microsoft SQL Server as its back-end database. SQL Server 2005 is the current version of this software. A number of states are still using older versions of SQL Server, which prevents CDS developers from taking advantage of new features in the current version.

Because of this, CDS asks all states to migrate to the current version of Microsoft SQL Server—SQL Server 2005—by mid 2008.

For smaller state societies that still use FoxPro tables as their back-end database there is a version of SQL Sever (SQL Server 2005 Express) that can be installed without a license fee.

Note that if your society still uses FoxPro tables as its back-end database, you must migrate to SQL in order to use AM.NET.

Search for Checks Paid to Society
The Search for Checks Paid to Society routine is now available in AM.NET. However, unlike the Search for Checks Paid to Society routine in AM4 (Options > Utilities > Cash Receipts > Search for Checks Paid to Society), AM.NET bundles the search with other specialty searches in AM.NET.

To search for checks paid to the society

• Select File > Search for Checks Paid to Society. The Checks Paid to Society window appears.
• Enter the check number and click Search. AM.NET extracts all checks paid to the society with matching numbers.

Note that AM.NET allows you to drill down to view payment details for each check rather than displaying the payment details in a separate grid like AM4.

You can access any specialty search in AM.NET from the File menu.

Once the search screen is open, you can also access different specialty searches by selecting the relevant tab.

Transfer Credit Balances to MOA
You can now transfer a person or firm’s credit balances to Money on Account.

To transfer a person or firm’s credit balance to Money on Account

• Select the person or firm with the credit balance you want to transfer.
• Select Routines > Money on Account > Transfer Credit Balances to MOA. The Apply Credit Balances to Money on Account-MOA window appears.

  Note that the AM.NET allows you to drill down to view payment and credit details on a specific credit balance. In AM4 you have to view payment and credit details in a separate grid.

  

  

• Now, select the credit balance you want to transfer to the person or firm’s money on account and click Apply Credit(s) to Firms MOA or Apply Credit(s) to Names MOA, depending on which MOA account you would like to put the credit balance in.

File maintenance flags
File maintenance flags allow you to enter text that appears each time you access a person, firm, or event’s record. This ensures any user accessing the record will see important information.

To enter a flag in AM.NET

• Select the person, firm, or event you want to flag in the applicable file maintenance module.
• Select Routines > Add/Edit Flag. The Flag window for the specific file maintenance module appears.
• Enter the flag’s text and click OK.
  

DBF Exports
AM.NET now allows you to export report data in the DBF format.

To export report data in the DBF format

• Run the report and extract the data.
• Click DBF (database) File in the Save Data As... group. The Save As window appears.
• Click Save.

Real Time Credit Card Processing
Real time credit card processing is now available in AM.NET. If you would like more information on using real time credit card processing, please contact CDS.

Reports
Reports from AM4 now available in AM.NET:

Dues reports

• Analysis of Dues Payment Source
• Closing Report – Daily
• Closing Report – Monthly
• Contributions Audit
• Contributions Listing
• Contributions Summary
• Detailed Transactions
• Dues Payment Analysis
• Inactive / Terminated Accounts
• Late Dues Call List
• Print Duplicate Invoice(s)
• Refund Due List
• Revenue for a Prospective Member Source
• Special Status
• Terminations
• Trial Report for Current Invoice Data
• Year to Date Transactions
• Year to Date Receivables Summary
  

Events reports

• Administrator Assignments
• Administrator Confirmations
• AICPA Event Registration and Fees
• Evaluation Form
  Leader Confirmation – Session
• Job Cost Report (Detail and Summary)
• Leader Rating Recap
  Sessions Details
• Session Participant List

Firms reports

• Activity Report
• Duplicate Firms
• Employee Roster
• File Maintenance Listing
• Firm Roster
• Invalid Codes List
• Log Listing
• Unlinked Firms

Names reports

• Member Update Forms - Based on dues adjustment data range
• Names – Roster

For more information about using reports in AM.NET, please see AM.NETWorks issue 2.

Routines and file maintenance
Routines and file maintenance from AM4 now available in AM.NET:

Financial routines

• Delete a Credit Transaction
• Distribute Credit Card Transactions
• Edit Expiration Dates on Unprocessed Credit Cards
• Reverse a Refund

Membership routines

• Advance Prospective Members
• Dues Posting – Monthly
• Remove Print Flags
• Terminate Members
• Update Employee Counts

Utility

• Delete a saved selection criteria

Job Cost tab
The Job Cost tab in Events File Maintenance is now available.

Archived issues of AM.NETWorks
Archived issues of AM.NETWorks are available here:

• AM.NETWorks issue 1
• AM.NETWorks issue 2
• AM.NETWorks issue 3
• AM.NETWorks issue 4
• AM.NETWorks issue 5
• AM.NETWorks issue 6