FSPC SETUP

FSPC Install/Upgrade

1.  Request CD from Supreme for Program
2.  Request Supreme Download file if needed
3.  Back-up existing FSPC on Computer
4.  Insert Program CD into Computer
5.  Run install, should start automatically
6.  If you are going to restore do not press Run at the end of the install, Click on Restore to download existing files,
7.  Press Run
8.  Go to Setup Menu

Use setup-officers; setup-council and then each of the other options under setup.


Click: Setup-Council


Click: Setup – System Options


Try the other options and then click: Setup-User Defined Fields. I suggest:


Click: Setup – Billing


INITIALIZE Supreme Council Data Change Report!!!

Select Output- Reports, Labels, Letters

Click on Supreme & Data Change Report, then “Run”

Click OK on Data Change Report to Initialize – even if it is blank.


Click: Edit – Members


Each highlighted tan button gives a pop-up menu. Try Member


Use arrow keys or simply type the first 1 or 2 letters of the last name – say TU for Turk


Move to correct name and click OK


Suppose you have a new member to add. Click the ADD button. Click OK when asked if you mean to add a new member.


Type in each field. Note that arrow down keys gives another pop-up menu.


Note: Add in membership # from monthly statement from Supreme when received.

Click “Fraternal” tab

Using pop-ups, enter source; click “Proposer” and select name of proposer. Click OK.

In the window for “First” enter his 1st degree date. Press “Enter”. Note that his current degree is automatically shown above.


Click the “Personal” tab. Enter personal data from the form 100. Use pop-ups.


Click “Miscellaneous” tab.


Correcting personal data

You have investigated degree dates missing on the roster. On the Constitutional Roll you have verified the dates for:
Name 2nd Degree 3rd Degree 4th Degree
Michael Absher 5/2/99 5/2/99
Ernani Almanza 5/31/69 5/31/69 4/7/81 (1630)
Paul Butrim 2/23/65 2/23/65
Michael Elwin 9/18/94 9/18/94
John Kammerer 9/15/91 9/15/91 10/11/92 (1630)
Robert Pegnam10/27/85 10/27/85
Select Edit – Members
Click on Member button and select name
Click on Fraternal tab. Place insertion point on “2nd Degree. Enter date. Tab
Repeat for 3rd & 4th degree dates


Repeat for each member


Run Outstanding Balance Report

Select OUTPUT – Reports, Labels, Letters
Select TREASURER- Outstanding Balance


Enter Member Receipts

Click Procedures – Enter Member Receipts
Enter $34 each for Bernie Ewings and Loreno Molina


 

Click “Post Payments” and “Apply Payments”
Select OUTPUT – Reports, Labels, Letters
Select TREASURER- Member Payment Trial Balance – Run
If you get a complete listing from the beginning, download Qry.dbf and follow instructions on Supreme. “Rebuild Indexes” is under TOOLS on V3.01

Trial Balance

If Trial Balance is correct, you can then run “Funds Transfer”


Make Backup

Use a floppy so as to insure against hard disk error. Drive A.
Select File-Backup Save-in 3 ½ Floppy A.
Click Save. Remove & label disk.

Change system date to 12/15/1999

BILLING

On fspc.org website, check over Instructional Help Sheet on
“ Billing your Members” and follow it step by step.



Be sure to make all members ANNUAL payers and that ALL members are
set back to “1ST NOTICE” or they won’t get a bill.

Select “Output-Reports, labels, letters”

Select “Notices - Bills”

Printing Bills


Print Labels

Choose proper group (A&I or All Records)
Select Output-Reports, Labels, Letters
Select Label- 3 Across and “Run”


Print Membership Cards

Choose proper group (A&I or All Records)
Select Output-Reports, Labels, Letters
Select Membership – Membership Cards (sheet) and then Run