6.3   Pledge Processing
      =================

      Here you enter and work with pledges from members, and generate reports.

      Note: To close pledges refer to chapter 6.4 "Close Pledges".
            To clear pledges refer to chapter 6.5 "Clear Pledges".


      To begin with "Pledge Processing" from the "Stewardship" menu:

      Press <P> and <Enter>.

      The "Pledge Processing" screen will appear, and the first time you
      select this feature the screen may look like this:

      ========================================================================
      |                        Pledge Processing                             |
      ========================================================================
      | Member          |Fund                |N   |Pledged On|Last Given     |
      ========================================================================
      |                 |                    |    |          |               |
      |                 |                    |    |          |               |
      |                 |                    |    |          |               |

      There are no pledges yet entered into the CMS system.

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



6.31  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 pledges. 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 pledges in the list. The
      choices presented after selecting the <Enter>-Choices option will act
      for the most part on the preselected member pledge only.


6.32  Add New Pledges
      ===============

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

      To add new pledges follow these steps:

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

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

         - Member: Type in the member name, or press <F2> to get a member pick
           list. Press <Enter> when done. Notice how the name and address of
           this member will be filled in below.

         - Fund: Fill in the name for the fund to which the pledge will be
           allocated, or press <F2> for a list of funds.

           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 the "Fund" list is displayed:

           1. Press <Ins> 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 "Fund" pick
              list.

           Select the desired fund by typing in the first few characters of
           the fund name. The cursor will position itself close to the desired
           fund. Make your selection with the cursor keys, and press <Enter>

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

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

         - Date Last Given:  This date is normally filled in automatically
           when you enter a contribution towards this pledge. However, if you
           already received a partial contribution towards this pledge when
           adding this new pledge you may also type in the date the member
           made this contribution, or press <F2> to select a date from the
           pop-up calendar.

         - Close Pledge After: Type in the date when the pledge is to be
           fulfilled or closed, or press <F2> to select a date from the
           pop-up calendar.

         - Total Amount Paid. This amount is normally automatically filled in
           when you enter a contribution towards this pledge. However, if you
           already received a partial contribution towards this pledge when
           adding this new pledge you may also fill in the amount already paid
           on this pledge by this member ( up to $ 999,999.99).


      C. Press <PgDn> when done.

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

         Note: If you filled in the decimals for the "Total Amount Paid" you
         will be automatically returned to the "Pledge Processing" screen
         without having to press <PgDn>.


6.33  Find a Pledge
      =============

      The "Find" option helps you locate specific pledges. Depending on the
      order in which the pledges are presented you can find pledges by:

      - Funds

      - Member Names

      - Pledge Dates

      The default is "by Fund". To change the default display order refer to
      chapter 6.354 "Sort Pledges".


      To find a pledge:

      A. Press <F> from the "Pledge Processing" screen, to get to the sort
         order "Choices" menu:

         == choices===
         | Funds     |
         | Members   |
         | Dates     |
         =============

      B. Make your selection:

         1. To find pledges by "Fund" name, press <F> and <Enter>.

         2. To find pledges by member "Names", press <M> and <Enter>.

         3. To find pledges by pledge "Dates", press <D> and <Enter>.


      C. The "Find" window will appear:

         1. If you chose the "Funds" option:

            =========================
            | Find Which Fund Code? |
            |    [        ]         |
            =========================

            Type in the name of the fund you are looking for, and press
            <Enter>.

            If a pledge with this fund name was found, then you will be
            returned to the pledge processing screen, and the cursor will be
            positioned on the first pledge with that fund name.

            If the fund cannot be found a message window will tell you so.

            Press any key and you will be positioned on the nearest match.


         2. If you chose the "Members" option:

            ==============================
            | Enter Member Name to Find: |
            | [                   ]      |
            | Examples:                  |
            | BILL SMITH                 |
            | B SMITH                    |
            | SMITH, BILL                |
            | SMITH, B                   |
            | But not: MR BILL SMITH     |
            ==============================

            Type in the name of the member whose pledge you are looking for,
            and press <Enter>.

            If a pledge for this member was found, then you will be returned
            to the pledge processing screen, and the cursor will be positioned
            on the first pledge with that member's name.

            If a pledge for this member cannot be found a message window will
            tell you so.

            Press any key and you will be positioned on the nearest match.


         3. If you chose the "Dates" option:

            =======================
            | Which Date to Find? |
            |     [  /  /  ]      |
            =======================

            Type in the pledge date you are looking for, and press <Enter>.

            If a pledge for this date was found, then you will be returned to
            the pledge processing screen, and the cursor will be positioned on
            the first pledge with that date.

            If a pledge for this date cannot be found a message window will
            tell you so.

            Press any key and you will be positioned on the nearest match.



6.34  Reports on Pledges
      ==================

      Here you generate reports about pledges. They can be sorted by:

      - Funds

      - Member Names

      - Pledge Dates


      To generate pledge reports:

      A. Press <R>  from the "Pledge Processing" screen, to get to the sort
         order "Choices" menu:

         == choices===
         | Funds     |
         | Members   |
         | Dates     |
         =============

      B. To report on pledges sorted by "Funds", press <F> and <Enter>.

         To report on pledges sorted by member "Names", press <M> and <Enter>.

         To report on pledges sorted by pledge "Dates", press <D> and <Enter>.

         The alternate "Report Output" window will appear.

      C. Make your output selection and generate the report. For more details
         on reporting in CMS refer to the Appendix chapter 10.2 "Generate
         Standard Reports in CMS".

      D. Once the report has been generated you will be returned to the
         "Pledge Processing" screen.

         Note: Even though you might have changed the sort order of pledges
         for reporting purposes this will not affect the order in which
         pledges are displayed on the screen. To change the display sort order
         refer to chapter 6.354 "Sort Pledges".



6.35  Pledge Specific Choices
      =============================

      Here you work with individual Pledges. You can modify or remove pledges,
      open or close a pledge, or change the sort order of the pledges displayed
      on the screen.

      To access these additional choices:

      A. On the "Pledge Processing" screen, move your cursor to the pledge you
         want to work with.

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

         ======== Choices=========
         | Edit Pledge           |
         | Delete Pledge         |
         | Close/Open Pledge     |
         | Sort Pledges          |
         |                       |
         =========================

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


6.351 Edit a Pledge
      =============

      Choose "Edit Pledge" if you want to make changes to the information
      about a pledge.

      To change the information about a pledge:

      A. At the "Pledge Processing" screen move your cursor to the pledge you
         want to modify.

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

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

         The "Edit Pledge" screen will appear, and the cursor will be
         positioned at the "Member:" name 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 pledge.

         You will be returned to the "Pledge 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 Pledge" screen refer to chapter 6.32 "Add New Pledges".



6.352 Delete a Pledge
      ===============

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

      To delete a pledge:

      A. At the "Pledge Processing" screen move your cursor to the pledge you
         want to remove.

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

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

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

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

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

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

      E. You will be returned to the "Pledge Processing" screen and if you
         confirmed the removal of that pledge its information will have
         disappeared from the "Pledge Processing" screen.



6.353 Close or Open a Pledge
      ======================

      Here you can change the status of a single pledge from "Open" to
      "Close", or vice versa. To change the status of all pledges within a
      specified time period, refer to chapter 6.4 "Close Pledges"

      To change the status of a single pledge:

      A. At the "Pledge Processing" screen move your cursor to the pledge you
         want to open or close.

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

      C. Press <C> to select "Close/Open Pledge", and press <Enter>.

      D. You will be returned to the "Pledge Processing" screen and the new
         status of the pledge will be indicated in the "Open" column.

         If the pledge previously was closed it will now say "Y" meaning open.

         If the pledge previously was open it will now say "N" meaning closed.


6.354 Sort Pledges
      ============

      Here you change the sort order in which the pledges are displayed on the
      "Pledge Processing" screen.

      Pledges can be displayed by order of:

      - Funds

      - Member Names

      - Pledge Dates

      The default is "Funds".

      To sort pledges:

      A. At the "Pledge Processing" screen, press <Enter> to get to the
         "Choices" menu.

      B. Press <S> to select "Sort Pledges", and press <Enter>.

         A "Choices" menu will be displayed:

         == choices===
         | Funds     |
         | Members   |
         | Dates     |
         =============

      C. To display pledges sorted by "Funds", press <F> and <Enter>.

         To display pledges sorted by member "Names", press <M> and <Enter>.

         To display pledges sorted by pledge "Dates", press <D> and <Enter>.

      D. You will be returned to the "Pledge Processing" screen and all pledges
         will be displayed in the new sort order.

         Note: While working in CMS the newly selected sort order in pledge
         processing will remain as you selected. However when you exit CMS the
         sort order will be reset to the default "Funds".




6.35x  Exit the Pledges Choice menu
       ======================================

       To exit the "Choices" menu:

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



6.36   Exit from Pledge Processing
       ===========================

       To return to the "Stewardship" menu:

       Press <Esc> to exit from "Pledges Processing".

