6.1   New Contributions
      =================

      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.

      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 preselected 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.

           If this is the first time you use CMS you probably have not created
           any funds yet. However, CMS comes preconfigured 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>.


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>.

            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.

         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.


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".


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:

            =======================================================
            | 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.


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.

