The WMS Export Tool Settings allow you to define the default settings to be used by the system when you run the export tool. To view and/or change these settings:
- Click WMS/NAHB in the left-hand navigation panel.
- Click the Settings tab.
Transaction Queue Settings
The Transaction Queue Settings allow you to define which transactions the system will automatically search for when you run the WMS Export Tool. You may choose to include or ignore transactions.
Default HBA Number
If your association manages only one HBA, you can enter the HBA number in the Default HBA Number field. This will save you time when entering new members, as you can simply leave the HBA number blank in the General tab, and the value entered in this field will be the assumed HBA number for all transactions put into the export file. If you manage multiple HBAs, then this field should be left blank, and the HBA number should be recorded individually on the General tab of the Members module.
Strategies for Identifying NAHB Renewals
The Renewal Search Strategy field allows you to define what constitutes a "Renewal" for NAHB Membership. If your association reports a renewal to WMS in the month that the appropriate fee item has been paid, by selecting Strategy 1 the queue/transaction finder will look for invoices in the given month that have PAID fee items matching your selections in the "Fees for New Memberships and Renewals" section below and report those as renewals (or new members if they have no MSN# currently.) Strategy 2 differs slightly such that renewals will be triggered when appropriate fee items have been paid in recent months and the current/given month matches the member's assigned renewal month. Under Strategy 2 if a member pays their renewal invoice in January but their renewal month is February then the renewal transaction record will be put into the February queue (instead of January).
Fees for New Memberships and Renewals (WMS)
In the Fees for New Memberships and Renewals section, you must select the fees that the system is to look for when identifying new memberships and/or renewals of HBA memberships. These fee items must be on PAID invoices. A list of all of your fee items will be displayed for selection, enabling the appropriate fee items.
Fees for Council Memberships
In the Fees for Council Memberships section, you must select the fees that the system is to look for when identifying new council memberships and/or renewals of council memberships. These fee items must be on PAID invoices. A list of all the councils is displayed. Select the appropriate fee item for each council (where applicable) from the dropdown list.
