




         6.3   Pledge Processing                           Page  6.3.1
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         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.
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         6.3   Pledge Processing                           Page  6.3.2
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              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

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         6.3   Pledge Processing                           Page  6.3.3
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              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.


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         6.3   Pledge Processing                           Page  6.3.4
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              - 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:


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         6.3   Pledge Processing                           Page  6.3.5
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                 == 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.




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         6.3   Pledge Processing                           Page  6.3.6
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                 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.
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         6.3   Pledge Processing                           Page  6.3.7
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                    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".



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         6.3   Pledge Processing                           Page  6.3.8
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              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:

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         6.3   Pledge Processing                           Page  6.3.9
         =============================================================

                   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".







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         6.3   Pledge Processing                           Page 6.3.10
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                   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.





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         6.3   Pledge Processing                           Page 6.3.11
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                   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".

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         6.3   Pledge Processing                           Page 6.3.12
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                   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.

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         6.3   Pledge Processing                           Page 6.3.13
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                   6.36   Exit from Pledge Processing
                   ===================================================

                   To return to the "Stewardship" menu:

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







































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