Revised: 08/16/2013
Go to Maintain>>Applicants (Active)>>pull up an applicant>>Quick Link>>Household Composition>>pull up a member>>Quick Link>>Deduction Information
or
Double click on a line of deduction information in the Household Composition Deductions window.
The Deduction Worksheet is also available in the Applicant Master (Inactive Aplicants)>>Quick Link>>Household Compotioins>>Quick Link>>Deduction Information
This program is used to enter, edit or review deduction information for members (active and inactive).
At the top of the view are functions such as save and delete. For more information on functions click here.
The header displays the name of the head of house, the applicant number, member number and name of the household member that you are entering or viewing deduction information for.
The entry area is used to enter or edit individual lines of deduction information. The information cannot be saved until the line has been entered completely and has dropped down into the display window at the bottom of the view.
Enter an existing line number from those displayed in the window at the bottom to edit or view the information for that line.
When entering a new line, this field should be left blank to let the system assign the next available line number.
Note:
If the displayed lines are numbered incorrectly, run the Renumber/Update Applicant File utility.
Select or enter a Deduction Class (deduction code) for a new line entered. For a previously entered line the deduction class will be displayed and may be edited.
When a class has been selected, its description will be displayed in the field under deduction class.
Deduction Class codes are setup in Deduction Codes.
When a Deduction Class has been selected its description will be displayed in the field under Deduction Class and in the modified description field. The modified description may be edited/changed for this member only to more accurately reflect what the deduction is for.
Enter the dollar amount of the deduction. Clicking on the prompt button to the right of the field or using the F4 key while in the field will bring up a calculator.
Enter how often the amount is paid.
The program will calculate the annual deduction by taking the Amount entered times the Frequency entered. Users may also enter the annual deduction amount.
Clicking on the prompt button to the right of the field or using the F4 key while in the field will bring up a calculator.
If you are tabbing through the line, the details screen will not open unless you press the enter key when the button is active (has dotted lines around it).
Clicking on the details button for the line of data will open the Applicant Deduction Source Detail Information screen.
After the line is completed either after going to the Applicant Deduction Source Detail Information view or after tabbing through the line, it will drop into the window at the bottom of the screen and will be automatically saved.
The deduction window displays the information that was entered through the entry area for each line. Some of the displayed information may be changed in the grid or the line may be brought back up into the Entry Area for editing by double clicking on a line in the window.
The following information is shown in the window:
Line (number)
Class (code)
Description
Amount >> (click on the header button to activate the calculator)
Frequency
Deduction>> (click on the header button to activate the calculator)
The total of all the deduction lines entered is displayed.
The Deduction Class and Description that was entered for the line will be displayed at the top of the view.
If the Default Source Information displayed on the right side of the view is correct, this area may be left blank. The Default Source Information can be merged into forms and letters unless the Name and Address Information is filled in. When the Name and Address is filled in on the left side, that information will merge for this member only.
Enter the following information for the deduction if the Default Source Information is missing or does not apply for this deduction:
Name
Address 1
Address 2
City
State
Zip Code
Phone/Fax
The default source is entered in the Deduction Code Master. Changing the default source in the Deduction Code Master would affect every member the deduction code has been entered for.
Enter a Contact for the source, if available.
Click the OK button to save information that has been entered and close the view.
Click the Cancel button to close the view without saving information that was changed or entered.
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