Online Documentation

Withdrawal Entry

The Withdrawal Entry program is used to put a member into the Withdrawal Queue for future monthly withdrawal processing. A member can be selected by entering the member number, social security number, name, or by performing an incremental name search. The button to the right of the member incremental search button will launch the Member Maintenance screen. The upper portion of the Withdrawal Entry screen will display the member address and other important information required for withdrawal entry. A member is entered for withdrawal by clicking the Add button on the form. The user must select the type of withdrawal, select the full time check box if full time in the last month and enter the effective date of the withdrawal and last date worked. The system will not allow entry of a withdrawal unless the member is affiliated. A non-affiliated member should be inactivated using the Activate Inactivate program with a status of "R". This step of the withdrawal entry is completed by clicking the Save button on the form. The Save button will launch the Adjustment Entry screen for this member as displayed and described on the following page. A withdrawal entry is only allowed for an active member. If a member has been entered in the Withdrawal Queue but the monthly withdrawal process for this member has not been processed, then the withdrawal can be deleted using this program. The selected member's prior withdrawal information is displayed and can be deleted by clicking the delete button on the form. It is recommended to review the member's Billed Thru Date and current charges to see if adjustments are required after deleting the withdrawal.      The Withdrawal Entry process will proceed by calling the Adjustment Transaction Entry screen for this member. Depending on the information entered in the Withdrawal Entry screen and the current Billed Thru Date of the member, the system will automatically debit or credit the member as required to adjust their Billed Thru Date to the day before the withdrawal effective date. New debit transactions will be listed in the Adjustment Transaction Entry Charges grid in yellow. The user is positioned in the Adjustment Transaction Entry screen to make additional adjustments to the member if required. The user can just click save if there are no adjustments required. Otherwise, clicking the Add button on the Adjustment Entry form will allow the user to add adjustments. A credit transaction created from the Withdrawal Entry screen will be positioned in the adjustment transaction fields and the user will be required to click the apply button or manually apply the credit.

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