




         6.1   New Contributions                           Page  6.1.1
         =============================================================

         Here you enter and work with new contributions, post
         contributions, generate statements, and print reports.

         To begin with "New Contributions" processing from the
         "Stewardship" menu:

         Press <N> and <Enter>.

         The "New Contributions" screen will appear, and the first
         time you select this option it may look like this:


      =============================================================
      |                New Contribution Processing                |
      =============================================================
      | Member                | Date    | Fund           | Amount |
      =============================================================
      |                       | /  /    |                | 0.00   |
      |                       |         |                |        |
      |============================ Current Giving Year: DEFAULT ==

         There are no contributions yet entered into the CMS system.

         Notice the "Current Giving Year: DEFAULT" designation at the
         right hand bottom of the screen.  To change the "Current
         Giving Year" or create a new one refer to chapter 6.7 "Year
         Menu".

         Let us take a look at the options available from the
         "Options" menu at the bottom of the screen.

         Note: The <F> and <R> options are not available from the "New
               Contributions Processing" screen.


              6.11  Help
              ========================================================

              Notice the <?>-Help option on the left side of your
              "Options" menu.

              Press the <?> key now and you will see a "Help" window
              appear.  It explains all the options available to
              process new contributions.  Use the <PgDn> and <PgUp>
              keys to see the next or previous "Help" screen.
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         6.1   New Contributions                           Page  6.1.2
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              To exit "Help" press <Esc> and the "Help" window will
              disappear again.

              Note: All options presented in the options menu, except
                    the <Enter>-Choices option, will act on all the
                    member contributions in the list. The choices
                    presented after selecting the <Enter>-Choices
                    option will act on the pre-selected member
                    contribution only.


              6.12  Add New Contributions
              ========================================================

              When you receive new contributions you enter them into
              CMS using the "Add" option.

              To add new contributions follow these steps:

              A. Press <A> at the "New Contribution Processing"
                 screen, and the "Add a New Contribution" screen will
                 appear.  Here you enter all the information about the
                 new contribution.

              B. Fill in all the blanks.  Begin with the first blank
                 where the cursor appears and fill in the required
                 information.

              - Contribution Date:  Type in the date the contribution
                was made, or press <F2> to select a date from the pop-
                up calendar.

              - Member Envelope Number or Member Name: Fill in the
                envelope number or the member's name, or press <F2> to
                pick the member from a pick list.

              - Fund: Fill in the name for the fund to which the
                      contribution will be allocated, e.g. "School",
                      "Chapel", etc., or just press <Enter> if you do
                      not want to allocate the contribution to a
                      particular fund now.

              You can also press <F2> to get a list of funds currently
              set up in CMS.

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         6.1   New Contributions                           Page  6.1.3
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              If this is the first time you use CMS you probably have
              not created any funds yet. However, CMS comes pre-
              configured with one predefined fund, the "General Fund".
              You can also add new funds now.

              To set up a new fund, while on the "Fund" blank:

              1. Press <F2> and then <Y> to create a new fund.

              The "Add a New Fund" screen will be presented

              2. Fill in the "Fund Code" blank (up to 10 characters
                 long).

              Here you type in a brief name for the fund that you can
              easily remember and that distinguishes it from other
              fund codes.

              3. Fill in the "Fund Description" blank(up to 20
                 characters long).

              Here you can type the full fund name or give a longer
              description of the fund.

              4. Press <PgDn> when done. You will be returned to the
                 "Add a New Contribution" screen.

              - Amount. Fill in the amount of the contribution made by
                        this member (up to $ 999,999.99).

              C. Press <PgDn> when done.

              You will be returned to the "New Contribution
              Processing" screen, and the new information will show on
              the screen.

              Note: If you filled in the decimals for the amount you
                    will be automatically returned to the "New
                    Contribution Processing" screen without having to
                    press <PgDn>.





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         6.1   New Contributions                           Page  6.1.4
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              6.13     Contribution Specific Choices
              ========================================================

              Here you work with individual contributions. You can
              modify or remove contributions, or generate reports and
              statements.

              To access these additional choices:

              A. On the "New Contribution Processing" screen, move
                 your cursor to the member whose contribution you want
                 to work with.

              B. Press <Enter> on the "Options" menu and the "Choices"
                 menu will appear:

            ========== Choices=============
            | Edit Contribution           |
            | Delete Contribution         |
            | Generate Statements         |
            | Print Contributions         |
            | Post Contributions          |
            |                             |
            ===============================

              C. To exit the "Choices" menu again press <Esc>.


                   6.131    Edit a Contribution
                   ===================================================

                   Choose "Edit Contribution" if you want to make
                   changes to the information about a contribution.

                   To change the information about a contribution:

                   A. At the "New Contribution Processing" screen move
                      your cursor to the contribution you want to
                      modify.

                   B. Press <enter> to get to the "Choices" menu.

                   C. Press <E> to select "Edit Contribution", and
                      press <Enter>.

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         6.1   New Contributions                           Page  6.1.5
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                   The "Edit Contribution" screen will appear, and the
                   cursor will be positioned at the "Contribution
                   Date:" field.

                   D. Use the <Up> and <Dn> cursor keys, or the <Tab>
                      and <Shift-Tab> keys to move the cursor to the
                      field where you want to make changes or add new
                      information.

                   E. Type in the new information where you want it to
                      appear in that field.  When you are done with
                      that field move the cursor to the next field
                      where you want to make changes.

                   If at any time you want to abandon the changes you
                   have made, press <Esc>, and all the previous
                   information will be restored, and you will be
                   returned to the previous screen.

                   F. Press <PgDn> when you are done with all the
                      changes for this contribution.

                   You will be returned to the "New Contribution
                   Processing" screen and the changed information will
                   appear there.

                   Note: To see a full description of all the fields
                         you can edit at the "Edit Contribution"
                         screen refer to chapter 6.12 "Add New
                         Contributions".

                   6.132    Delete a Contribution
                   ===================================================

                   Just as contributions can be added to the
                   contribution list they also can be removed.  For
                   example, you discovered after you entered a
                   contribution, that you created a duplicate entry.
                   Or a contribution has been withdrawn and you want
                   to update your records.





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         6.1   New Contributions                           Page  6.1.6
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                   To delete a contribution:

                   A. At the "New Contribution Processing" screen move
                      your cursor to the contribution you want to
                      remove.

                   B. Press <Enter> to get to the "Choices" menu.

                   C. Press <D> to select "Delete Contribution", and
                      press <Enter>.

                   To prevent you from inadvertently making a mistake
                   and remove the wrong contribution a window will be
                   displayed:

            ========================================
            | Contribution for Joe Doe on 05/04/91 |
            |                                      |
            | GENERALFND   500.00    Delete? [y/N] |
            ========================================

                   D. Press <Y> to confirm the deletion of this
                      contribution.

                      or

                      Press <N> if you don't want to remove the
                      selected contribution at this time.

                   If you pressed <N> you will be returned to the "New
                   Contribution Processing" screen and no deletions
                   will have been made.

                   E. Press <Y> to confirm the deletion of this
                      contribution.

                   F. You will be returned to the  Processing screen
                      and if you confirmed the removal of that
                      contribution its information will have
                      disappeared from the "New Contribution
                      Processing" screen.




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         6.1   New Contributions                           Page  6.1.7
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                   6.133    Generate Statements
                   ===================================================

                   Here you get statements about pledges and all
                   posted contributions.

                   Statements can be obtained for:

                   - Single Member. Generate a statement for one
                     member listing all pledges and posted
                     contributions made during a specified time
                     period.

                   - Family. Generate a statement for all members of
                     one family listing all pledges and posted
                     contributions made during a specified time
                     period.

                   - All Members. Generate a statement for each member
                     listing all pledges posted contributions made
                     during a specified time period.

                   - By Member. Generate a statement listing all
                     posted contributions made during a specified time
                     period by all members.

                   - By Date. Generate a statement listing in date
                     order all posted contributions made by all
                     members and for all funds.

                   - By Fund. Generate a statement for all funds
                     listing all posted contributions by all members
                     during a specified time period.

                   For full details about statements generation refer
                   to chapter 6.6 "Statements Menu".









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         6.1   New Contributions                           Page  6.1.8
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                   6.134    Print Contributions
                   ===================================================

                   You can generate a report of all new contributions
                   before you post them to verify that all is correct.
                   Reports can be viewed on the screen, printed on
                   your printer, or written to a file.

                   To generate a contributions report before posting:

                   A. Press <Enter> at the "New Contribution
                      Processing" screen to get to the "Choices" menu.

                   B. Press <P> to select "Print Contributions", and
                      press <Enter>.

                   The alternate "Report Output" window will appear.

                   C. Make your selection and the report will be
                      generated.  For more information about
                      generating reports in CMS, refer to the
                      Appendix, chapter 10.2 "Generating Standard
                      Reports in CMS". Upon completion you will be
                      returned to the "New Contributions Processing"
                      screen.


                   6.137    Posting Contributions
                   ===================================================

                   After you added or modified contributions you need
                   to post them, in order to update your contribution
                   records permanently.

                   To post contributions:

                   A. Press <Enter> at the "New Contributions
                      Processing" to get to the <Choices" menu.

                   B. Select "Post Contributions" and press <Enter>.

                   To prevent you from inadvertently making a mistake
                   and making these postings permanent a window will
                   be displayed:

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         6.1   New Contributions                           Page  6.1.9
         =============================================================


            =======================================================
            | Posting will cause these contribution records to be |
            | permanently added to the Stewardship database.      |
            | OK to post? [y/N]                                   |
            =======================================================

                   If you don't want to post these contributions now,
                   press <N>.

                   C. Press <Y> to post these contributions now, and
                      another window will be displayed:

            =========================================================
            |    <n> contribution records have been transferred     |
            | to the Stewardship database, and the Pledges have been|
            |                           updated.                    |
            |  Do you want to print a list of transferred records?  |
            |                            [y/N]                      |
            =========================================================

              Here the number of contributions posted (n) will be
              indicated and you can print a list of them.

              If you don't want to print a list of newly posted
              contributions, press <N>.

              D. Press <Y> to print a list of newly posted
                 contributions.

              The "Alternate Report Output" window will be displayed,
              and you can choose to view this report on the screen,
              print it on your printer, or write it out to a file. For
              details on these report options refer to the Appendix
              chapter 10.2 "Generate Standard Reports in CMS.

              E. Once the report has been generated you will be
                 returned to the "New Contribution Processing" screen
                 and all posted contributions will have disappeared
                 from the screen.

              Note: In case you discover you made a mistake after
                    posting a contribution don't worry. You can still
                    change it. Refer to chapter 6.2 "Old
                    Contributions" for details.
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         6.1   New Contributions                           Page 6.1.10
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              6.13x    Exit the New Contributions Choice menu
              ========================================================

              To exit the "Choices" menu:

              Press the <Esc> key, and the "Choices" menu will
              disappear, and you will be returned to the "New
              Contributions Processing" screen.



              6.14     Exit from New Contribution Processing
              ========================================================

              To return to the "Stewardship" menu:

              Press <Esc> to exit from "New Contributions Processing".

              If there are any contributions that have not been posted
              yet a window will appear:

         ============================================================
         | Leave Contributions WITHOUT Posting these records? [y/N] |
         ============================================================

              If you want to post these contributions first, press <N>
              to return to "New Contribution Processing". Follow the
              steps described above in chapter 6.137 "Posting
              Contributions" to permanently post your contributions.

              Press <Y> if you want don't want to post these
              contributions now.

              You will be returned to the "Stewardship" menu.











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