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GCGold Manual 2003

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1. 2 1 1 Navigation Buttons Use these to move through the list of competitions im ie gt L gt Go to the last competition Go to the next competition Go to the previous competitio Go to the first competition 2 1 2 Adding and Editing a Competition Cancel Changes only appear when alterations Save Changes have been made to a competition Create New Competition it NOTE The delete button shown in other modules has been removed to avoid accidental deletion of a whole competition If you wish to delete a competition select it in the list and press the control and delete keys simultaneously The competition will be deleted and any adjustments made to the competitors handicap records removed 2 1 3 Competition Dates The date displayed at the top of the Control Toolbar allows you to change the date upon which a competition is to be held by clicking on the arrows above and below the day month or year figure However this can only be done if the competition status is shown as OPEN Round 1 2 1 4 Selecting Rounds and Viewing Competition Status FEN To the right of the competition date is the Round Selector and status indicator As with the membership module all other pages will show details of the competition selected in this first page however for multi round competitions you must select both the competition from the list and which round you wish to view to gain access to the correct data GCGold Interactive Manual
2. 6 3 5 Renaming a Discount Code Clicking on this button allows you to rename a Discount Code without affecting its specification Any relationships between this discount and other codes i e if this discount has been added as a default to a membership code will automatically be updated GCGold Interactive Manual Page 79 Copyright May 2003 M H Systems Ltd Section 6 4 Payment Schemes WA si Administrative Setup _Options E E Membership Fz Bookings F Compettions Pa Reports F SCHEME CODE DETAILS Rename Code Description iat Eien esl ie Defemead Uriil EON ee E Full payment by due date payment Full payment by due date duc date Feb 2003 Feb 2003 2003 1 4 PEDO BL 2S A Anaysis1 Anaysis2 Analisis 3 Wie Anais 13 applied only to scheme surchange amount E any REVISION Detals Poro E oraret Haii Comment Value AU serLetined Fields 1S FEBS2003 07 Uhi FREE Dek 96 5MB Memc855 THE Ua 0 Spe dls 6 4 1 Step 1 Creating a new Payment Scheme To set up a new scheme click on the new record button in the toolbar A blank blue box will appear in the top right of the screen marked with an asterisk Click on this box with the mouse and enter a code for the scheme you want to use Use the Tab key on your keyboard to move to the Description data box or click on it with your mouse You may now enter a description of that scheme which is how it will
3. Column Format This is identical to that shown for a text column except that the Totalise option is now available Selecting this option by putting a click in the box will add up all the items for this column and output a total figure This would be rather meaningless in this situation and so we leave it blank Selection Criteria Here for example we could select to include only locker numbers 1 to 25 In our requirement however we want all lockers to be included so we leave the right hand box showing zero meaning no limit However we only want to know about members who have lockers and so clicking on the Non Zero values only box will ensure that members with no locker are omitted from the report Set Attributes For Date Column e g Date of Birth SET ATTRIBUTES FOR DOB COLUMN FORMAT Width Characters Embolden Upper fase P Tatelise Hidden SELECTION CRITERIA Field Type Date FP No limit Column Format We want to include members who are between 25 and 35 years of age and this field acts as our filter However we dont want to show their date of birth on our report Clicking on the Hidden box will mean the ages are not printed on the final output Selection Criteria The example above shows that we have set the date ranges to include members who were born within the required period GCGold Interactive Manual Page 47 Copyright May 2003 M H Systems Ltd D Set Attributes For Code Column e g GroupID
4. HCAP Appendix B Data Fields Available with the Report Generator Description Account balance XXXXXXX 1 Line of address 2 Line of address 3 Line of address Bank account No 1 Line of bank address 2 Line of bank address County of bank address Bank name Bank postcode Bank sort code Car registration Home club name Home club ID County of residence Direct debits due Direct debit identifier Direct debit sequence No Dividend on Shares Date of birth Fax number Forename Membership group name Membership group code Home handicap club ID of home handicap club Exact handicap GCGold Interactive Manual Field Title HCAP Play Initials Joined Locker 1 Locker 2 M F Mem No Name S FI Name S Tfi Name Tfis Name Tis Occupation P code Proposer Seconder Shares Spec Charge Spec Discount Surcharges Surname Tel Tel day Tel mob Title Total Billed Total Paid Town Page 93 Description Playing handicap Initials Date of joining Locker number 2 Locker number Male or Female Membership no e g Smith David G e g Smith Mr David G e g Mr David G Smith e g Mr D G Smith Occupation Home Postcode Membership Proposer Membership Seconder Shares Held Special Charge Codes applying Special Discount Codes applying Surcharges Surname Home Telephone Daytime Telephone Mobile Telephone Mr Miss Mrs Total Billed within peri
5. Male Full Joint Members SET ATTRIBUTES FOR GrouplD x COLUMN FORMAT Width Characters l Embolden Upper lace E F P Tiatalise As wide as possible SELECTION CRITERIA Field Type Code l Nor Blank values only Include Codes wildcards allowed HFUJ Column Format We only wish to include MFUJ as our Membership Group code so that only Male Full Joint Members are included in the report however as with the date of birth we can choose to hide this field Selection Criteria Entering the Membership Group code for Male Full Joint Membership will mean that all other members will be ignored in the output For information on Membership Group Codes please refer to Section 6 6 Once you have selected all the data you require in the report you may select how the information is ordered when it is printed out To sort the output select the column to be used in the middle list and then the Add button to the right Summary We have now constructed a report which will print the lockers membership number and surname for all male full joint members between the ages of 25 and 35 In addition if present the second locker number will be printed out note that if we had also set the column attributes for this second locker to be non zero values only then only members who had both lockers would be included Although we have used the date of birth field as a filter and the Group Membership code field these will not appear on ou
6. 3 1 2 Financial Reports 3 2 The Report Generator Guided Tour and Example Included 3 2 1 Creating a New Report Template 3 2 2 Adding Columns to a Report 3 2 3 Selecting the records to include using Column Filters A Text Columns B Numerical Columns C Date Columns D Code Columns 3 2 4 Imposing a overall Membership Filter 3 2 5 Previewing a Report 3 3 Mail Merge with Other Word Processors 3 4 Printing Address Labels 25 26 27 28 29 0000 O 0000 31 VOo0o000n0000 36 00O 40 41 O 42 43 0o00 080 50 GCGold Interactive Manual Page 3 Copyright May 2003 M H Systems Ltd Section 4 The Reports Module Billing 4 1 Creating Bills Guided Tour and Example Included 1 1 Specifying the Bills to be included in the batch 2 Setting the Tax Point and Payment Due Date 3 Setting a Batch Reference 4 Specifying the members to bill using Group Codes 5 Specifying the charges to include in the invoice 6 Specifying the discounts to include in the invoice 4 4 4 4 4 4 4 1 7 Creating a temporary batch to preview 1 1 1 1 1 1 4 2 Previewing Posting and Printing Bills 4 2 1 Previewing and editing a batch prior to posting 4 2 2 Posting a batch 4 2 3 Printing Bills 4 2 4 Invoice Print set up A Offering Payment Schemes B Including Messages in Bills C Pro Forma covering letters payment slips and member details check 4 2 5 Printing Address Labels Section 5 Options Golfi
7. committee and office title with the mouse click on the new button at the bottom of the screen Enter the date from which the position is to be held Clicking on the Set button reveals a list of your club members Click on the member s name and they will appear in the Select a Member window and shown as holding this office from the date specified Specifying Offices at Other Clubs Click on the Set button and then the Filter button at the bottom of the member list This allows you to select another club from the club list and the members of that club will then be displayed GCGold Interactive Manual Page 87 Copyright May 2003 M H Systems Ltd Section 6 8 User Definable Fields Membership F Bookings Fa MEMBER RECORD USER DEFINED FIELD TITLES TES NO Flag Fiek s __ gt TEXT Code Fields a Cleat Member Fields Payment Schemes Membership Groups Committees set Cetined Fields GCGold already contains within its data fields most of the information you will require on your members In addition however we provide you with the means to specify your own tailored data fields which can then be used in the Report Generator The field you create here will appear within the Other page of the membership module for you to add to each members record where appropriate 6 8 1 Yes No Flag Fields The text in the white boxes on the left will appear as check boxes in the Other page of a memb
8. window The options presented within this window will be determined by data type of the column A Set Attributes For Text Column e g Surname SET ATTRIBUTES FOR Surname Ea COLUMN FORMAT Width Characters l Embolden l Upper Case aS F Totalise As wide as possible Hidden SELECTION CRITERIA Field Type Text l Nor Blank values only From Toa n0 The window is split into two sections Column Format Select the width of the column to be printed in characters and whether the output should be in bold type upper case or hidden the latter is used when you wish to filter the report output using this column and therefore have to include it but do not wish to print the contents of this column in the final print out Selection Criteria Here you may select to specify a text range to include in the output In our example the Surnames we want start between A to M and so typing the letter A in the From box and the letter M in the To box will restrict the report output to members whose surname starts between A and M GCGold Interactive Manual Page 46 Copyright May 2003 M H Systems Ltd B C Set Attributes For Numerical Column e g Locker Number SET ATTRIBUTES FOR Locker COLUMN FORMAT Width Characters l Embolden Upper ase Totalize As wide as possible Hidden SELECTION CRITERIA Field Type Numeric M Nor ero values only From Tiare no limit
9. 2 Players W Cai W Cat2 fe Cato fe Cad fe Cat fe Cate IY Other M Away Handicap Over ol shares Membership Group Codes Use the arrows above and below the date indicators and tick the appropriate boxes in the Membership List Filter screen to include or exclude certain members records from the display Any records you choose to exclude will be filtered out from the screen but not actually deleted GCGold Interactive Manual Page 12 Copyright May 2003 M H Systems Ltd The Filter screen allows you to select and display the following gt Home club members only or all members by selecting Show All Records gt Members from local clubs only or different clubs other than your own If you click on the little arrow a list of all the clubs in the country appears Male members only ladies only or both Members within a specific age range Members within specific playing categories including or excluding away handicaps Vv V V WV Members within specific membership groups for more information about Membership Group Codes please refer to Section 6 6 1 1 4 Selecting the order of display v By hy Members Onl The Sort Order check boxes Ve eee allow you to sort the list displayed in the search page by name or by membership number and whether to include members only or all records Use the left mouse button to put a tick into the required option and validate the Sort Order by clicking on the OK button GCGold Interactive Manua
10. Course Analyst ourse Analysis specified period LGU Exchange Sheets Prints out the LGU Exchange sheets for a specified period LGU Summary Sheets aad out the LGU Summary sheets for a specified 3 1 1 Membership Page 3 1 2 Financial Page Prints an analysis of your bills When you click on this button you are asked to select a number of parameters for the print out including a date range between which bills should be included in the report and the primary analysis field This can be by batch number membership code price code nominal code or one of three user defined charge analysis codes Prints an analysis of all payments Clicking on this button asks you to select a date range in order to show payments to be in the report Payments Analysis Prints an analysis of all aged debts When you click on this button you are asked to select a date of reference from which the age of the debts should be taken and the ages of the debts to include in the reports Prints a Summary of all fund payments paid You can select which fund you wish to analyse and the date range to include Aged Balances Fund Fayments GCGold Interactive Manual Page 42 Copyright May 2003 M H Systems Ltd 3 2 The Report Generator e Ea 5 GCGold Demonstration Golf Club _Options Exit E ee APEE Membership Fz Eal Compottions FI REPORTS Binominge PROCESS AND REPORTING MODULES Standard Reports REPORT GENERATOR fii stati
11. E Reports F PRICE CODE DETAILS e Blas Invoice Description f hemised fe Eee eee ye DAEA is Annual Fee Full Member 13 Feb 2003 4 73 Feb 2003 Analysis Analysis 2 Analysis3 Nominal Ledger Code Pros Type Payment Frequency Fixed Price _ REVISION r stalki 01701 2003 Effective From Comments Value 13 FEB 2003 05 53PM FREE Dek 376 5MB Menm 9E71MB Jaai Syed 1 ees AUserDelined Frelds For information on structuring and using codes please refer to Appendix A 6 2 1 Step 1 Creating a New Price Code To set up a new Price Code click on the New Record button in the toolbar A blank blue box will appear in the top right of the screen marked with an asterisk Click on this box with the mouse and enter the code you want to use Use the Tab key on your keyboard to move to the Invoice Description data box or click on it with your mouse You may now enter the description of that Price Code 6 2 2 Step 2 Configuring a Price Code Price Type Fixed Price il ae Variable Monthly Price A Price Type Loan Interest Repayment Select from the three types of Price in the list box GCGold Interactive Manual Page 72 Copyright May 2003 M H Systems Ltd Payment Frequency On Demand B Payment Frequency Use the list box beneath to select the appropriate payment frequency period C Itemised itemized Click on this box if you wish all items to be added together on any
12. FROM DATE b 147027200 OFFICER DETAILS 14 FEB 2003 11 38AM FREE Dek 976 5MB hlemcbso 2Mb Ua iE Spegla This allows you to store any committee positions held by members of your club or other clubs This is often useful if you wish to send regular information sheets to committee members home addresses or to other officers within the committees of surrounding local clubs 6 7 1 Step 1 Creating a New Committee To set up a new Committee click on the uppermost of the three new record buttons A blank blue box will appear in the top right of the screen marked with an asterisk Click on this box with the mouse and enter the code you want to use Use the Tab key on your keyboard to move to the Committee Name box or click on it with your mouse You may now enter a description of that Committee 6 7 2 Step 2 Setting Up a New Position within a Committee First select the committee you require then click on the middle of the three new record buttons An additional box will be added in the Offices list allowing you to add an additional letter specifying the position within the committee Use the Tab key on your keyboard to move to the Office title box or click on it with your mouse You may now enter a description of that Office GCGold Interactive Manual Page 86 Copyright May 2003 M H Systems Ltd 6 7 3 Step 3 Allocating a Member to a Committee Position From your own club list Having created or selected an existing
13. May 2003 M H Systems Ltd Section 5 5 Courses Page Before you can run any competitions on your system you must first create and configure your courses This will allow us to automate much of the procedure of holding a competition such as the calculation of a competition scratch score and any resultant handicap changes COURSE DETAILS FOR CLUB GCGold Demonstration Golf Club e Eligble for Course Booking Moral Tee Dif Time imin Time m TEE SPECIFIC DETAILS Tees a Blue gt ER coe Beto ar Hoe af a af af sl sl 7 af y owl iol nl 12 al taf 15 16 iz tal inl Toal Par 36 1 A 4 3 4 amp 3 4A 5 18 13 2 14 4 10 Z 16 This page allows you to set up the courses for your own and any other club To set up your own courses select your club from the list within the previous Club List page You should see your club name displayed in the top right hand corner of the screen How to Set up a New Course 5 5 1 Step One Adding Editing and Deleting Courses To add a new course first click the Insert New button on the toolbar The cursor will now be flashing in the left in the smaller of the two boxes underneath the word Courses next to the asterisk Enter a Short Code for the course allowing us to place them in an order Click on the longer box immediately to the right and enter the name of the course To edit an existing course make any
14. PRICE LIST Pernodic charges only Find f Show Prices Show Discounts Item Description EGU Annual Subscription Standard Locker Fee Large Locker Fee LGU Annual Subscription Annual Fee Full Lady Member Annual Fee Snr Lady Member Annual Fee Soc Lady Member Annual Fee Under 71 Annual Fee Under 25 Annual Fee 5 Day Annual Fee Cadet Annual Fee Full Member Annual Fee Senior Member Annual Fee Senior 5 Day Annual Fee Social Member The Price List initially shows the list of all price list items created which have been specified as periodic Prices configured as On Demand an example might be a joining fee will not appear as you do not want them to be invoiced more than once To adda default Price to a membership group code simply select it with the mouse and click OK If you wish to add a discount to a membership group code click on Show Discounts at the top of the screen The price list will be replaced by a discount list To delete a fee or discount select it in the Default Fees Subscriptions and Discounts windows and click on the delete button GCGold Interactive Manual Page 85 Copyright May 2003 M H Systems Ltd Section 6 7 Committees ea 5 Administrative Setup Options ao Membership Fz Bookings F Compettions Pa TA F an MITTEE COMMITTEE DETAILS Committee Name Entertainment Committee OFFICES OFFICE DETAILS Olfice Title easel
15. Page 27 Copyright May 2003 M H Systems Ltd 2 2 Competition Search Page bUGold Gi PE Membership Fe I 1404 98 March Medal Strake Wet 171 HbA Open mpeiitions 4Players Results General Notes This page is similar to the Search page of the Membership Module in that it shows you a list of all the past current and future competitions stored in the system The above example displays only one competition but this will obviously build up into a full library as you continue to use the software The details of each competition are shown in the columns across the page as follows gt Date the date the competition took place or is to take place gt Name the name given to a competition when it is created gt Basis Displays whether the competition is Stroke Play or Composite gt Type Shows the type i e Scratch or Nett Medal Stableford or Bogey Par gt PI R Shows the team size and number of rounds in the competition gt Scoring Indicates whether scoring is Hole by Hole or Par totals gt Status Shows if the competition is currently open or closed gt Code Allows you to enter a code to set which competitions appear in the list GCGold Interactive Manual Page 28 Copyright May 2003 M H Systems Ltd 2 3 Creating a New Competition For instructions on how to create and run a competition please refer to this Section and follow the steps shown on the screen in green ink 2 3 1 Step One Specifying
16. a new rate simply click on a free box 5 are provided enter the name of the rate and then the actual rate in the box to the right To edit an existing rate simply click on the information to be changed and edit the entry 6 1 3 Year Start Date Use the date indicator to set up the Year Start Date for your club using the time indicator Please Note When you generate your invoices in the Reports Billing module you are able to specify a Tax Point date of invoice generation GCGold will only allow you to generate invoices if the Tax Point is specified as being within one calendar year of the Year Start Date If it is not an error is reported Bill on anniversary of joining date Only to be used with MH Systems Tech Support help unless it has been set up by our engineers VAT Registration No The golf club s VAT Code that appears on invoices Needs to be filled Special Prices Code This field includes the three following fields Swipe Card Levy In this field should be any price codes that have been assigned to a levy e g SWLEVY swipe card levy Apply The percentage of the levy you wish to apply Fed Subscription Only to be used with MH Systems Tech Support help unless it has been set up by our engineers GCGold Interactive Manual Page 71 Copyright May 2003 M H Systems Ltd Section 6 2 Price Codes PESE i5 Administrative Setup aE hi enbarship Fz Bookings F Competitions
17. click on Column Attributes we would see the following window This provides us with criteria upon which to include members into the report SET ATTRIBUTES FOR Newsletter Ea COLUMN FORMAT Width Characters l Embolden Upper Gace B UE Totalise As wide as possible Hidden SELECTION CRITERIA Field Type Logical Unchecked NO Checked YES Greyed NO or V ES GCGold Interactive Manual Page 89 Copyright May 2003 M H Systems Ltd Text Code Fields SET ATTRIBUTES FOR Other Associations COLUMN FORMAT Width Characters l Embolden Upper fase P totalise As wide as possible Hidden SELECTION CRITERIA Field Type Code l Nor Blank values only Include Codes wildcards allowed We can specify a string of text which must correspond to the member s record in this field If we typed Lions in the bottom window then only members records who also contained Lions would be included in our report GCGold Interactive Manual Page 90 Copyright May 2003 M H Systems Ltd Appendix A Structuring Your Coding System and Using Wildcards Whenever possible try to structure your code in such a fashion that common letters are used for common types of membership groups prices and discounts The coding system within GCGold employs a technique called Wildcards which provides you with a shorthand for specifying which items to include in operations such as billing or reports The more structured your
18. code by clicking on it in the list with the left mouse button Limit Allowances If you wish you may select a Nett Allowance and Maximum Handicap limit for this print out if the medal code handicap range is inappropriate Multi Player Scoring For more information on using this feature in team competition please refer to Appendix A Number of Results to Print Here you can select a specific number of results within the Medal Group selected above for example the top three Men s Gold Medal results You can also select None or All which overrides any specific number shown in the right hand box Having configured your printout click on the OK button You will return to the Medals List window and the print out will now appear in the list for you to use In the example below we have added a print out of the top three results of the Men s Gold Medal MEDALS LIST x Print Current Print Combined Edi wO OOO ooo Metal Gro Het All Entries y 3 Men s Gold Medal Top Three Net Men s Gold Medal rie The and See buttons are used to alter or delete a medal print format GCGold Interactive Manual Page 38 Copyright May 2003 M H Systems Ltd 2 5 3 Step Nine Printing Competition Reports Once you have completed and closed a competition by clicking on the Close Round button the Print Reports button will be enabled This allows you to print out the following reports Competition Reports Handicap Chan
19. coding system the more you can use Wildcards to make the system easier to use and more efficient An example of structuring codes is given below where we have five different membership group codes describing five different types of memberships but as they are all male they all start with the letter M The letters after the initial M are used to refine the description of the members included in each group for example MFU Male Full Member note that the age range is 25 to 55 MCD25 Male Cadet Under 25 MCD21 Male Cadet Under 21 MSN Male Senior Member MSNJ Male Senior Member Joint Whenever you have the option of specifying which membership group codes are to be included in an operation such as a membership or competition filter custom report or when generating invoices you can use the asterisk character known as a wildcard as a form of shorthand to mean All Codes In other words M translates as All Codes that start with the letter M irrespective of what letters follow If you wished to include all the above codes in an operation specifying to include M would have the same affect as adding each code individually Examples of using Wildcards lf we wished to generate invoices for all our male members including seniors and juniors we use the fact that the common element of all male groups is that they begin with the letter M Rather than including each code individually we can enter M This will inc
20. following Window split into three vertical sections GCGold Demonstration Goll Chub EAA ra ARAA Fa MODULES REPORT GENERATOR REPORT WIDTH igon Pel aes A The left hand column called Available columns shows all the fields of data available for you to include in your report for a full list of the fields available please refer to Appendix B GCGold Interactive Manual Page 44 Copyright May 2003 M H Systems Ltd B The middle column called Report columns shows the list of the fields that have been selected and will be included C The column to the right called Sort order shows the field data which will be used to sort the report output To build a report you must transfer the relevant fields from the left to the middle column To add a column into a report select the item in the left hand list and then click the Add button next to it That column will now appear in the middle list and will be included in the output To remove a column from a report select it in the middle list and click on the Remove button to the left In the example below we show a report which prints a member s name in column one their membership number in the second their number of the primary locker in the third and any second locker they have in the fourth column If you wish you may alter the placing of the columns by clicking and dragging the fields in the middle window The top field will always be printed in column one the next
21. if not appropriate according to the type of competition you have run Clicking on OK instructs the computer to process all the scores calculate the CSS and update the players handicaps if appropriate and close the competition 2 4 6 Re Opening Competitions Re Upen Round The Close Round button will now change to say Although closing the competition will affect the handicap record of each player you may re open the competition using this button make any alterations you wish to do and click on the button again on re opening the competition this button will revert to say Close Round GCGold Interactive Manual Page 35 Copyright May 2003 M H Systems Ltd 2 5 Results Page Viewing and Printing Results GLGold hey ior GCGold Demonstration Golf Club Options JE Fookinge E COMPETITIONS Reports F CUARENT COMPETITION re Special General Setup Eat Topty hs r Aelresh Player Detals 1 TURNER David L 3 BISH OF Tany m 5 COOPER Teny H 3 G SIMMONS Geolttery F ET l m Ra List g BLUNDEN Mike A 33 atup Resuks Lis THORP Andrew W BUXTON Paul D GREENSMITH Peter C Ein renane THURSTON Douglas OVEATON Olmer H SKIOMORE Geollrey J RUTLAND John F w Competitions Players Results The Results page can be used at any stage of a competition whether it is still in progress or has been closed Once you have entered some or all of the scores the Results page shows a list o
22. in column two and so on The data will be sorted in order of the locker number The DOB and Group ID fields will not be printed because they have been specified as Hidden but they are still required as we will explain later ee iene e JE _ O REPORTS REPORT 0 GCGOLO SML APT Bae Bie Asn Bue 2 Bin fees ae Add gt gt te Aemove GCGold Interactive Manual Page 45 Copyright May 2003 M H Systems Ltd 3 2 3 Step Three Selecting the records to include using column filters For each field the Column Attributes button underneath the middle window allows you to specify the search criteria or ranges of values which determine what is included in the report To use this feature properly it is important to understand that the fields available within the Report Generator fall into one of four data types Data Type Description Columns such as TEXT Any combination of letters or numbers Name Address Tel No NUMERIC Numerical values only no letters A C Balance Total Billed DATE Can only contain dates Day Month Y ear DOB Date of Joining CODE Can only contains valid GCGold Codes Spec Charges GroupID To refine your selection for output select the column in the middle list with which you wish to be more specific so it appears surrounded by a blue border Click on the Column Attributes button underneath this list and you will be presented with a Set Attributes For
23. invoice into a total figure D Temporary or Deferred Price Codes W Effective Until Tod Ree bree eed Effective Until T If you wish to set up a temporary Price Code use this date indicator to set the point at which the Price Code is no longer required The example above shows a code which will become effective from the 13 of February 2003 if Deferred Until ERZE Gar E 13 Feb 2003 Deferred Until Although you may wish to create and use a Price code for a billing period you may wish to defer payment until a later date Use the date indicator to set the deferral date The example above shows a code which will be effective until the 13 of February 2003 E Analysis and Nominal Ledger Codes GCGold allows you to enter up to three user defined Analysis Codes as well as the Nominal Ledger code you wish to attach to a Price Code These can then be used for including groups of prices discounts and payment schemes in reports without having to enter each specific code GCGold Interactive Manual Page 73 Copyright May 2003 M H Systems Ltd 6 2 3 Step 3 Setting the effective date for a new or revised code REVISION P 0170172003 Detal Effective From Commerits Value Set Value To define a Price Code click on the new item button on the lower of the two toolbars You will see that today s date is automatically entered under the Revision list box providing a recor
24. of the screen Use the boxes in the Label Page Setup area to select the number of rows and columns on each label sheet and the margins for each label within which the information will be printed Enter the distance in millimetres from the edges of the labels where you want the information to start and finish printing GCGold Interactive Manual Page 61 Copyright May 2003 M H Systems Ltd Section 5 3 Golfing Set up Home Club Details Page Click on the button in the Option screen to open the Golf Set up Module Ge E Ca l Golfing Setup Options wo hi ae T Bookings F Compebtions Fa Reports FE HOME CLUB DETAILS Club ID Euzu Club Name O baat re l T h Set dmn Password 2 Sat blans Password aa Set Ladies Password 2 Invoke Clause 15 8 by defaut i Apply SGU rules Auutofapee Handicap ceibhcale stat date i Ie ee ao 07 Jan 2003 2 congu Handicap ceibfcale stail date oT Feb 20 Priming Opbons Scone Cards per Pape 2 C3 Sehup Score Card Panter Bl Standard Report Margins Add Lelttaheadta Reports w Newslyle name format Tog 10 a Add Letterhead to H C Cet p7 Proportional medal countbacke Left nm HAC Ceit Top Hangin mm HAC Cet authonzation Competitions and Handicap Secretary if Courses 4 Medals Miscellaneous ADefine Score Cards 13 FEB 2003 1040AM FREE Dsk 376 SMB ben 831 EME Us S0 Sye T The first page of the Golf Set up Module displays some in
25. set up process click on the OK button This competition will now appear in the list on the first page of the module GCGold Interactive Manual Page 30 Copyright May 2003 M H Systems Ltd 2 4 Players Page Adding Competitors and Scores Ea he Poy RA r GCGold Samone n Golf Club Options zF Membership Fal Fa COMPETITIONS Reports F CUARENT COMPETITION A7 Jan 138 aoura Special General Setup Edith Trophy z ooo _BoundSetup Diaw _ Member Fiter Binominge WARBURTON lain R 6 WALKER Gerald D T SIMMONS Geofferp F B TURNER David L i Scoe lo ARLOW Peter E IE THORP Aniko v gt eae a a a af s e a af sour me EUKTON Paul 0 gt eal a at a al a al al el sl a E NF ORFENSMITE Potent 15 ffe s es 7 6 5 7 6 sC on THURSTON Douglas JJOVERTON Oliver H Total Nett secre This page is primarily used to add edit and delete players from a competition entering the scores unless these are done by the players themselves using our Player Score Input Touchscreen and holding the draw First select the competition you wish to work with from the Competition List page 2 4 1 Step Four Adding a competitor Click on the Next button at the bottom of the screen The cursor will move to the next free slot or it will create a new free slot if you have exceeded your maximum expected entry figure A list of players will appear in the right half of the screen Either use the scroll bar or star
26. shorthand technique employs a feature called Wildcards which are explained in Appendix A 6 6 1 Step 1 Creating a New Membership Group Code To set up a new Membership Group Code click on the new record button in the toolbar A blank blue box will appear in the top right of the screen marked with an asterisk Click on this box with the mouse and enter the code you want to use Use the Tab key on your keyboard to move to the Description data box or click on it with your mouse You may now enter a description of that Code 6 6 2 Step 2 Configuring a Membership Group Code M F Select whether the code can apply to men Male only ladies Female only or both Age Specify a lower and upper age range Default Discount Group Select the default discount group i e Staff Members Default First Year Levy Is a default fee for members in an assigned membership group to receive levy on invoice GCGold Interactive Manual Page 84 Copyright May 2003 M H Systems Ltd 6 6 3 Step 3 Adding default Fees and Discounts This section of the screen is used to add and remove the default price list items and discounts created in the previous pages and described in Sections 6 2 and 6 3 These fees and discounts will then be automatically added to the charges list for all members included in this group Default Fees Subscriptions and Discounts FEGUA EGU Annual Subscripti Annual Fee Full Member Click on the Add button
27. the list Once you have found the member record you want click with the left mouse button on the record in the list Using the keyboard If the list is sorted by name type in the first few characters of the members surname on the keyboard The system goes to the desired record If you sort by membership number perform the same process but enter the number GCGold Interactive Manual Page 14 Copyright May 2003 M H Systems Ltd 1 3 Members Details Page GCGold x Gr PP 51 GCGold Proprietary Leisure Club Options Exit E Bookings F3 Competitions Fa Reports F CURRENT MEMBER Finding Surname Copy to Clipboard Print Member Details Filter e By Name e Members Only Known Mame Initials Title Ladi Membership Group emme o O M e e A Club Member No Sub Handicap 44131023 Wrta Barn Golf Club boss7 CONGU 28 Cat 4 Date of Birth Joined Resigned Locker 1 Ca 2 Car Reg 0371271985 1570271998 isvozisss CO IF O Find E Mail Address Telephone a a a Glos Correspondence 4 Local amet Dai Fax Frefis with p for Dio not print Details O7 FEB 2003 05 44PM FREE Dsk 891 2MB Mem 867 1MB Lsr 90 Sys 90 This page displays the full details of the member s record currently selected It is also the screen displayed when you select to Add or Edit a member from your system 1 3 1 To Add a New Record 1 3 2 To Edit a Record 1 3 3 To Delete a Rec
28. values in each case using the Tab key to move along the row Finally click on the data box to the left of the words Standard Scratch Score and enter the correct value Having specified all the required information you can now use the Post edits or Cancel edits button on the toolbar Once created a course will appear in the Round Set up window when you create a new competition GCGold Interactive Manual Page 66 Copyright May 2003 M H Systems Ltd Section 5 6 Medals Page All Ladies Top Three All Men CONGU Only Ladies Gold Medal T Ladies Silver Medal Ladies Bronze Medal 1 Ladies Bronze Medal 2 T Men s Gold Medal Men s Silver Medal Men s Bronze Medal 1 if Men s Bronze Medal 2 Combined Gold Medal T Combined Silver Medal Bj Combined Bronze Medal 1 Combined Bronze Medal 2 Miscelencous 4 Defne Scoe Cards Reports F5 foo Display Sequence Indude Man r lncdude Lacie l 3 Lowest Handicap 28 Highest Handicap All Tepes i Handicap Types Eligitle Medal Group Codes padca alowed GCGold already contains a number of standard medal types and these can be seen listed on the left hand side of the screen You can use these as they are edit them or delete them and create your own These medals are used in the Results page of a competition and are used to allow you to print out the competition results for specific medal groups or division
29. will only include bills for that member By Group Code Delete the asterisk and insert a membership group code This batch will then only include bills applying to members within that group code By Multiple Selections You can enter several membership numbers or group codes to be included in the batch Delete the asterisk and enter the required numbers and codes separated by a comma The batch will then include bills for the combination specified Exclude Option You can elect to exclude certain individuals or groups by including their membership number or the code in this windows but put a minus sign as a prefix In our example we wish to include full male members full male joint members and full lady joint members only Hence we delete the default wildcard and add the specific group codes we require into this window separated by a comma as shown above If we wished however we could use our own wildcard to shorten our example to MFU LFUJ For more information about using wildcards and group codes please refer to Appendix A GCGold Interactive Manual Page 54 Copyright May 2003 M H Systems Ltd Include Charge Codes SMFULSLFULFLCK1FLCK 2 4 1 5 Include Charge Codes CEST The same procedure is used for specifying the price codes you wish to include on the invoices In our example we wish to include the fees for male full members joint male and lady members and the two locker fees The default wildcard is deleted and the spec
30. wish to add a discount rather than a charge click on the Show Discounts button at the top PRICE LIST Pernodic charges only Ed Find i Show Prices Show Discounts Item Description EGU Annual Subscription Standard Locker Fee Large Locker Fee LGU Annual Subscription Annual Fee Full Lady Member Annual Fee Snr Lady Member Annual Fee Soc Lady Member Annual Fee Under 71 Annual Fee Under 25 Annual Fee 5 Day Annual Fee Cadet Annual Fee Full Member Annual Fee Senor Member Annual Fee Senior 5 Day Annual Fee Social Member Select the required additional charge for example a standard locker fee and click on OK The new charge will be shown in the list of additional charges a ae Gack ee GCGold Interactive Manual Page 17 Copyright May 2003 M H Systems Ltd 1 6 Members Finance Page BUGold GCGold Demonstration Golf Club ee Le Fookinngs 7 Reports Fo Print Member Details Fier M ByName fv Members Only BANK DETAILS lt lt Shareholding Sot Code 30 32 17 Bark lloyds ooo S Address 37 Market Square Noles Relerence Suey O 0 Post Code Aceagurl Humber Finance Account ID Card Handicap Diary Other J This page shows the financial details of a member It also allows you to add a default payment scheme for each individual member 1 6 1 Adding a Default Payment Scheme Click on the button and a list of available Payment Sch
31. with a club number of 023 Show as Local Allows you to select whether a club is included in the database group Local Clubs This feature is used as a filter when using the Membership Module allowing you to view just the members of your local clubs Usually only those clubs which share the same area code see ID will be specified as local If however there is a club in another region with which you have particular connections you can also set this club to be local to your own GCGold Interactive Manual Page 63 Copyright May 2003 M H Systems Ltd Club and Contact Details Shows the address and telephone details of the club and the name of the contact Additional Information Allows you to add details of a second contact and any other notes you wish to make 5 4 2 Building and printing a list of address labels for Other Clubs GCGold allows you to build a list of club address labels which you can then print out if you wish to send out a letter Add Label Adds the selected club and contact to a list of labels within the club list Print Labels Displays the compiled list and then prints the labels Note The named Club List is maintained by MHS Ltd In this way we can guarantee that your list will be identical to that used by everyone else If you wish us to add or delete a club then you simply need to ring us up tell us the details and we will update your system within a matter of minutes GCGold Interactive Manual Page 64 Copyright
32. AWAY SCORE BALLINGTON David Competition Hame Round Play Date an March Medal i 12 Feb 38 f am C pm Venue Venue IF not in database CGold Demonstration Golf Ci Local Only Scoring Method C55 Course Par Net Score Clause 19 8 Nil Return C I F Disquaified W Estimated T No Increases To enter an away result insert the information into the boxes and click OK Clause 19 Clause 19 The button opens the Clause 19 adjustment window shown on the previous page Follow the instruction described in Section 1 9 2 1 9 4 Manually amending an LGU Handicap Enter EDS Away Result lf an LGU handicap is already assigned the button will say Clicking on the button opens the Away Extra Day Score window This will then allow you to enter either an Away Result or make a Regulation 7 adjustment in the same way described above for CONGU handicaps AWATFEATAA DAY SCORE ARMITAGE Mrs Irene W Competition Name Round Play Date ie am Com Venue hw Home Venue IF not in database CGold Demonstration Golf CI Demonstration Golf CGold Demonstration Golf CI Local Only Scaring Method Course Par Net Score T Nil Return J JOO PERS Disquattied No Increases 1 9 5 Printing a Handicap Record Print Handicap Record Click on the to print off the record for the selected member 1 9 6 Printing a Handicap Certificate l Print Handicap Certificate T Click on the to print off a certificate for the selected member Note GC
33. Comments on a revision 6 2 5 Changing the value of an existing code 6 2 6 Renaming an existing Price Code 6 3 Discount Codes Guided Tour Included 76 6 3 1 Creating a new Discount Code 6 3 2 Configuring a Discount Code A ltemising on Invoices B Temporary or Deferred Discounts C Adding Analysis or Nominal Ledger Codes 6 3 3 Setting the start date of a new value or revision 6 3 4 Specifying the value of a discount A Qualifying Price Codes B Turnover Accumulation C Turnover Qualification Bands 6 3 5 Renaming an existing Price Code 6 4 Creating a new Payment Scheme Guided Tour Included 80 6 4 1 Creating anew Payment Scheme 6 4 2 Configuring a Payment Scheme A Temporary or Deferred Schemes B Adding Analysis or Nominal Ledger Codes 6 4 3 Setting the start date for a new or revised scheme 6 4 4 Specifying the Details A Invoice Threshold B Adding a Fixed Surcharge C Direct Debits D Setting the Payment Schedule 6 4 5 Renaming a Payment Scheme 6 5 Fund Accounts Setting up a New Fund 83 6 6 Membership Group Codes Guided Tour Included 84 6 6 1 Creating new Membership Group Code 6 6 2 Configuring a Membership Group Code 6 6 3 Adding Default Group Fees and Discounts 6 7 Committees Guided Tour Included 86 6 7 1 Creating a new committee 6 7 2 Setting up a new position within a committee 6 7 3 Allocating a member to a position on a committee V000 080000 O 00000000L COVOOGOOGOOC0O000 CBOOVOO000 0000000 6 8 User Definable Fie
34. E 20 00 0 00 0 00 IN 10062 ANSCOMBE Robin E 500 00 0 00 0 00 IN 100623 ARLOW Peter E E 515 00 0 00 0 00 If you wish to change the contents of a batch return to the Current Batch page and alter the dates change the group charge or discount codes and recreate your batch using the Generate Invoice button until you are satisfied Each time you do this it overwrites the last unposted batch and so this process can be repeated as many times as you wish until you are happy 4 2 2 Step Three Posting Bills Once you are happy with a batch post it into the system using the button on the Current Batch page GCGold Interactive Manual Page 56 Copyright May 2003 M H Systems Ltd 4 2 3 Step Four Printing Bills You can select to print all the bills in the posted batch in one operation or select groups of individual invoices from within a batch A To print out all bills click once on the Batch item in the list within the View and Print page B To print a block of consecutive bills click on the top bill hold the shift key down and click on the bottom one These and all the bills in between will be selected Click on the Print Bills button The next Invoice Print Setup window will display these specific bills in the select to print window C To print several specific bills hold the CTRL key down and click on all the bills you wish to print Each one will be highlighted in blue Click on the Print Bills button The nex
35. E SCORE CARD LAYOUT PRINT SETUP Description Spring Fousomes Orientahon c Portrait Page Offset T Landscape Default Font Anal amp pt LABEL SETUP set values to zero for ndrnadual card ponbng FIELD SETUP Select a plirtable field Competition Name ct a Font Artal Epl Vfset X y Honzortal Juetiicahor Weical Juchhicabon f Left Certer Right Top C Baseline Bottom Sie Canca Set 4s Delat Print Setup Enter a description for the card in the top box This name will be used to identify the card when you want to select which score card type to print off for a competition Select the orientation of the card and enter the X and Y measurements in millimetres by which printing will be offset on the page You may also select the font which will be used by clicking on the Default Font button Label Setup Enter the number of Columns Rows Width and Height measurements in millimetres of the labels If you need to export the labels to a third party Windows program tick the Export box Note you can set values to zero for individual card printing Field Printing Parameters The Select a printable field box contains a list of all the information which you can include on the score card Click on the box to drop down the list and select the field you require All the options below will now apply to that field Click on the Print box to the right and if you wish to select a
36. Ep Previots Hound Result gt Best First Draw Range All Sessions Current Session containing highlight GROUPING PARAMETERS x Group Rang f All Sessions f Current Session containing highlight Allows you to specify a different start time for a specific group All subsequent groups will also be re timed accordingly and a new playing session will be defined Allows you to set the individual preferences for each player or team These changes will be taken into account when the draw is made Performs the draw and allows you to select the draw mechanism Clicking on OK performs a draw which can be applied to either the whole competition or by first clicking on a player in a particular session just the players within that session and not the rest Allows you to group the competitor list either for all or for one specific session Allows you to print the start list and the scorecards These must first be created in the Define Score Cards page of the Golf Setup Module RESET WHAT Clear all start preferences Clear all session start times Reset to undrawn order ie by entry number Allows you to reset and re configure aspects of the draw Page 33 Copyright May 2003 M H Systems Ltd 2 4 3 Step Six Entering the Scores lf you have our Remote Score Card Input module then players may enter their own scores on the touch screen If you do not then enter the scores
37. Gold will only include events which have occurred after the Start Handicap Certificate Date which is specified in the Options Golf Setup module please refer to Section 5 3 GCGold Interactive Manual Page 23 Copyright May 2003 M H Systems Ltd 1 10 Diary Page This feature will be available in a future release 1 11 Other Page Ernt Member Details FF By Name F Members Only USER DEFINED FLAGS l Newsletter fe Sper E e Used S GUE fe Sl ar be gti a J a JE m Ued heb lritiacel USER DEFINED CODES Associations 5 Unused r 2 iUnused B Unused Proposer q Unicel T Unused po Ld Seconder PA Umeed B Unused ee That page allows you to hold any notes or comments in a member s record such as the fact they are being proposed and seconded for holding a position on a committee note the boxes to show who these people are at the bottom of the screen It also allows you to access any of the User Defined Flags or Codes you have created in the Options Administration Other page These are primarily for use in the Report Generator and are discussed in more detail in Section 6 8 GCGold Interactive Manual Page 24 Copyright May 2003 M H Systems Ltd MODULE OVERVIEW Section Two The Competition Module GCGold Interactive Manua Page 25 Copyright May 2003 M H Systems Ltd Section 2 Overview of The Competition Module To enter the Competition Module from
38. IGGOLD Golf Club Management System Interactive User Manual Produced by M H Systems Ltd Index Click here to find out how to use this manual Installation and Guide to Equipment Requirements Getting Started The Modules Section 1 The Membership Module 1 1 Searching for Records using the Control Toolbar 1 1 1 The Navigation Buttons 1 1 2 Add Delete Save and Cancel buttons 1 1 3 Selecting which records to display Filtering the List 1 1 4 Selecting the Order to Display Records 1 2 Membership Search Page 1 2 1 Finding a Member in the List using the mouse or keyboard 1 3 Membership Details Page 1 3 1 Adding a New Membership Record 1 3 2 Editing a Member s Records 1 3 3 Deleting a Member s Record 1 4 Members Offices Page 1 5 Members Charges Page 1 5 1 Overriding Membership Group Charges and Discounts 1 5 2 Adding Additional or Ad hoc Charges and Discounts 1 6 Members Finance Page 1 6 1 Adding a Default Payment Scheme 1 7 Members Account Page 1 7 1 Viewing transactions and allocating payment schemes 1 7 2 Entering a Credit 1 7 3 Entering a Payment 1 7 4 Fund Payments 1 7 5 Viewing Aged Debts 1 8 Members ID Card Page 1 9 Members Handicap Page 1 9 1 Viewing Handicaps and Competition Results 1 9 2 Adding a New Handicap 1 9 3 Away Results and Clause 19 CONGU Handicaps 1 9 4 Manually amending an LGU Handicap 1 9 5 Printing a Handicap Record 1 9 6 Printing a Handicap Certificate 1 10 Diary Page 1 11
39. Other Page Adding User Defined Fields to a Member GCGold Interactive Manual Page 10 11 12 14 15 16 16 18 19 21 21 24 24 O Q 00 Oo 000 Q Oov0 e 0000o 000000 Page 2 Copyright May 2003 M H Systems Ltd Section 2 The Competition Module Overview 2 1 Competition Control Toolbar 2 1 1 Navigation Buttons 2 1 2 Add and Edit Buttons 2 1 3 Specifying Competition Dates 2 1 4 Selecting Rounds and Viewing Competition Status 2 2 Competition Search Page and Summary of Details 2 3 Creating a New Competition Guided Tour Included 2 3 1 Specify stroke play team size and scoring method 2 3 2 Setting up rounds courses tees and group size 2 3 3 Specifying Competition size and number of rounds 2 4 Players Page Adding Players and Scores 2 4 1 Adding and deleting competitors and specifying eligibility 2 4 2 Holding the Draw Printing Score cards and Start Lists 2 4 3 Manually Entering Scores a Hole by Hole b Totals 2 4 4 Closing a Competition 2 4 5 Processing Competition Results Qualification status 2 4 6 Re Opening Rounds to make changes 2 5 Results Page Viewing and Printing Results and CSS Calculations 2 5 1 Setting up the Results Medals List 2 5 2 Adding a New Medal print out 2 5 3 Printing Competition Reports Section 3 The Reports Module Standard and Custom Reports Overview of Standard Reports and the Report Generator 3 1 Standard Reports 3 1 1 Membership Reports
40. Standard Reports Report Generator ES Unpost Lest Bach Include Group Codes and or Member No MFU MFUJ LFU Include Charge Codes SMFUSLFULFLCE1 FLCE Include Discount Codes SFU Generate Invoices Curent Batch View and Print Budget Planner J GCGold Interactive Manual Page 53 Copyright May 2003 M H Systems Ltd Tas Foint Payment Due Date 4 1 2 Tax Point and Payment Due Date eak el First you should set your Tax Point the date of the bills to be generated The default will be today s date but you may change this if you wish Secondly select the date for which payment is due Use the arrows above and below the indicators to set the correct dates NOTE If you see the following error message check your Year Start Date in the Options Administration General set up module Section 6 1 GCGold will not generate invoices if the Tax Point is set more than one year after the Year Start Date a i x Tax point is after the current year end Please re specify Batch Reference 4 1 3 Batch Reference Full Male and Full Joint Fee s Type in a phrase in the white box This will be used to identify the batch at a later date Include Group Codes andor Member No MFU MFUJ LFUJ 4 1 4 Include Group Code Here you may select the members whom you wish to include in the batch in a number of ways By Membership Number Delete the asterisk and insert a hash and the membership number The batch
41. able on the invoices within this batch by clicking on it with the left mouse button so it is highlighted in blue It will then be printed on the invoice as an option along with a summary of any effects on the total invoice value and the date of the first payment should the option be taken B Including Messages on Invoices The bottom right of the screen allows you to enter a message which will be printed under the last item of each bill selected to print The boxes above allow you to select whether to justify the message text in the centre of the page or to the left margin and border the message with asterisks C Other Printing Options GCGold allows you to choose how your bills will appear and to include certain additional elements within the printouts The bottom right section shows seven boxes which when selected have the following effect Pro Forma Prints This ts not a VAT invoice on the bill VAT Excludes the above phrase from the printouts Cover Letter Allows you to produce a mail merge file Append Payment Slip Adds a payment slip at the bottom of the invoice Show Pre Payment balance Displays the pre payment balance on the invoice Members Details Append Prints all the bills first then the members details Collate Prints a member s details and then their details sheet Extended Setup Allows you to specify the titles which will be added to Pro Forma and VAT invoices and credit notes 4 2 5 Step Six Printing Labels T
42. age 75 Copyright May 2003 M H Systems Ltd Section 6 3 Discount Codes G LEEA 454 Administrative Setup Options E PETE Fz Bookings F Competitions Reports Fs DISCOUNT CODE DETAILS Rename Code Invoice Description f ltemised f Elfectve Until Defered Until loin Membership Full Ariasis 7 Analysis 2 Analysis 3 Nominal Ledger Code ESON Details P 01701 2003 gt Effective From Com DES EA E E A DE A Value Set Value Userfelined Frelds 13VFEB 2003 6 36PM FREE Dek S7REMB hem Et 7HB User ag Sy 6 3 1 Step 1 Creating a New Discount Code To set up a new Discount Code click on the new record button in the toolbar A blank blue box will appear in the top right of the screen marked with an asterisk Click on this box with the mouse and enter the code you want to use Use the Tab key on your keyboard to move to the Invoice Description data box or click on it with your mouse You may now enter a description of that Code which is how it will appear on an invoice 6 3 2 Step 2 Configuring a Discount Code A Itemised T ltemised If this check box is selected all items to which this discount applies will be itemised on an invoice B Temporary or Deferred Discounts M Effective Until Feb 2003 Effective Until If you wish to set up a temporary Discount Code use this date indicator to set the point after which the Discount Code will be excluded in invoice calcul
43. anywhere within the system simply click on the Competition button or press the F4 function key on your keyboard GLCGold Ga ES re By a ast GCGold Demonstration Golf Club Options Egt E Membership Fe Fookinge F3 COMPETITIONS Reports F CURRENT compeTITION 14 May 38 Round Special General Setup March Medal 1 COMPETITIONS LIST Date Name Basis Type PUR Sconng Status Code Shoke Net 171 H b H Open Competitions Players Results General Notes The first screen you see will be the Competitions list page note the grey tab at the bottom left of the screen This screen displays a list of all the competitions you have created on your system including those you have held in the past those currently open and those which you have created for use in the future As in the case of the Membership Module a Control Toolbar is displayed at the top and the opening page shows a list of all the competitions created using GCGold At the bottom of the screen are the tabs which provide access to the other pages within the Module GCGold Interactive Manual Page 26 Copyright May 2003 M H Systems Ltd Section 2 1 Competition Control Toolbar CURRENT COMPETITION 14 May 98 Round March Medal m wi lt gt ls 0 8 The Control Toolbar here is slightly different to that within the Membership Module described in Section 1 1 This is also a permanent feature throughout this Module and contains
44. appear on an invoice 6 4 2 Step 2 Configuring a Payment Scheme A Temporary or Deferred Schemes W Effective Until Feb 2003 Effective Until ia rab zm lf you wish to set up a temporary scheme use this date indicator to set the point after which the scheme will no longer be available The example above shows a scheme which will be available from the 13 of February 2003 We Deferred Until 13 Feb 2003 Deferred Until If you wish to create and use a scheme but do not wish it to be available until a later date you can defer the date using the date indicator The example above shows a scheme which will only become available from the 13 of February 2003 GCGold Interactive Manual Page 80 Copyright May 2003 M H Systems Ltd B Analysis and Nominal Ledger Codes GCGold allows you to enter up to three user defined Analysis Codes as well as the Nominal Ledger code These can then be used for including groups of prices discounts and payment schemes in reports without having to enter each specific code 6 4 3 Step 3 Setting the start date for a new or revised scheme REVISION P 0170172003 Detals Effectre ok Comments Set Value To define a Payment Scheme click on the new item button on the lower of the two toolbars You will see that today s date is automatically entered under the Revision list box providing a record of when the revision was made Efecte From 01 Jan 2003 4 Eff
45. atically by GCGold NOTE All CONGU handicaps are automatically updated immediately a competition result is posted LGU handicaps however are recorded and stored within the system but the handicap itself will not be updated immediately All LGU handicap changes will be posted and updated at midnight on the 7 day of each month 1 9 2 Manual Handicap Alterations New Handicap The button on the right of the three at the bottom of the screen allows you to make manual handicap adjustments The title shown on this button changes depending on the member selected and their handicap status If no handicap has been assigned to a member the button will say Assi handi A Clicking on the button opens the Clause 19 handicap adjustment window CLAUSE 19 Handicap Adjustment New corr E Her EE E Effective Fro From Reason Authorizer NEW HANDICAP Select the handicap type value and effective date in the top line Enter a reason for the change and your initials in the Authoriser box and click OK The member will now be shown with the new handicap appearing in their record 1 9 3 Manually amending a CONGU Handicap Enter Away Result lf a CONGU handicap is already assigned the button will say Clicking on the button opens the Clause 19 handicap adjustment window This will then allow you to enter either an Away Result or make a Clause 19 adjustment GCGold Interactive Manual Page 22 Copyright May 2003 M H Systems Ltd Away Result
46. ations The example above shows a discount code which will be included on invoices until the 13 of February 2003 GCGold Interactive Manual Page 76 Copyright May 2003 M H Systems Ltd We Deferred Until 13 Feb 2003 ri3 Feb 2003 Deferred Until lf you wish to create and use a Discount code but wish the code to be excluded until a later date you can defer the discount using the date indicator The example above shows a code which will be included on invoices after the 13 of February 2003 C Analysis and Nominal Ledger Codes GCGold allows you to enter up to three user defined Analysis Codes and a Nominal Ledger code These can then be used for including groups of prices discounts and payment schemes in reports without having to enter each specific code 6 3 3 Step 3 Setting the start date of a new code or revision _ REVISION 0170172003 i etal Effective From teva From Comments Value Set Value To define a Discount Code click on the new item button on the lower of the two toolbars You will see that today s date is automatically entered under the Revision list box providing a record of when the revision was made Effective From ECE oe am Effective from Initially the date indicator will show today s date so the revision becomes effective immediately You may however change the date from which the new value is to take effect 6 3 4 Step 4 Specifying a disco
47. changes you wish to the data and click on the padlock button to save To delete a course click on the name in the window at the top and click on i GCGold Interactive Manual Page 65 Copyright May 2003 M H Systems Ltd 5 5 2 Step Two Specifying the Course Timings Tee Off Times Use the time indicators to specify the first and last Tee Off times for that course Normal Tee Off Times Click on this box with the left mouse button and enter the time allowed for Teeing Off Course Timings min Click on the first box to the left and enter the minimum time required for that hole Pressing the Tab key moves you to the next box on the right Enter the minimum times for the other holes 5 5 3 Step Three Specifying Pars Strokes and the Scratch Score Use the Tees List Box directly underneath the section heading to set the course to Blue Click on the box immediately to the right of the word Par Enter the Par for that hole Hole 1 Using the Tab key move along the list filling in the par values for the other holes Assuming the par values are the same whatever the tee placements you can now copy those values to all the others by clicking on the Copy Blue to All button If some are different you may select the different tee in the list and amend any of the Par figures for the other tees Now select each of your tee placements in turn blue white yellow then red using the list box as described above and enter the stroke and yardage
48. cord button in the toolbar A blank blue box will appear in the top right of the screen marked with an asterisk Click on this box with the mouse and enter a code for the fund you want to use Use the Tab key on your keyboard to move to the Description data box or click on it with your mouse This fund will now appear in the Members Account page if they wish to make a payment GCGold Interactive Manual Page 83 Copyright May 2003 M H Systems Ltd Section 6 6 Membership Group Codes E e 5 Administrative Setup Options Exi IL Membership Faj Etro Fa Competitions Fa Reports F DETAILS Rename Code Descuption peal peet Full Member Member Fal Menber Yr 25 55 Refauk Discourt a Detak First Year a ae Fees TET Discounts SS FEG LA faa PEE Subscription j2 e si Annual Fee Full Member E T i i if os f Committeas User Detined Fields 14 FEB 2008 10444M FREE Dck S76 5MB MemcBb4 1MB Lles 90 Syrii Each member of your club should be allocated to a membership group When performing operations such as invoicing creating competitions or membership reports adding a group code allows you to include large numbers of members in that operation in one go rather than having to add each member individually Group codes should be structured to allow you to include or exclude groups of members in any one operation using a form of shorthand rather than adding multiple codes The
49. d of when the revision was made Effective From EErEE pEr ee ee Effective from When you set a new value for a code the date indicator will automatically show today s date so the revision becomes effective immediately You may however change the date from which the new value is to take effect 6 2 4 Step 4 Specifying the actual value Click the mouse on the button to display the Price Specification Window What you see now is determined by the option selected in the Price Type button described above A Fixed Price PRICE SPECIFICATION VAT Rate Exempt 0 00 VAT Included in price Fixed Price J Payment due at start of period Set the VAT Rate using the list box at the top The check box to the right selects whether the Price entered below includes or excludes VAT Enter the Price in the Fixed Price box below the VAT list box and use the check box to indicate if the payment is to occur at the start of the period B Variable Monthly Price VAT Rate I VAT Included in price IV Due at start of month OK Cancel set the VAT Rate using the list box at the top The check box to the right selects whether the Price entered below includes or excludes VAT Enter the individual amounts of the Price to be paid on a monthly basis These will then automatically appear on the member s invoice in the way specified GCGold Interactive Manual Page 74 Copyright May 2003 M H Systems Ltd C Loan Interes
50. different font for a specific field click on the Font button underneath To position the field selected in the list box use the X and Y co ordinates to enter a measurement in millimetres by which to offset the first character from the left and top of the page Alternatively you may use the Vertical and Horizontal justification buttons rather than the X and Y offset features if this is appropriate Some fields contain incremental information such as the Strokes for a player If you select one of these fields a second set of X and Y co ordinates appear to the right allowing you to set the distance between each value GCGold Interactive Manual Page 68 Copyright May 2003 M H Systems Ltd MODULE OVERVIEW Section Six Options Administration Setup GCGold Interactive Manua Page 69 Copyright May 2003 M H Systems Ltd Section 6 1 General Administration Setup Click on in the Option screen to open the Administration Set up Administrative Setup Options IE Ge eras v 1 51 hi ieniip Fz Bookings F Competitions Reports Fs GENERAL INVOICING PARAMETERS Mirnoe Pont Parameters and Layout es Seer Member Date Detats inoces 620 To Bim Ton Ton EB fm Too a in CredtNotes 155 Let 120 fmm Let 30jimmi Let 150 mn Let 10 fen pecoots 1 WAT Rates BAHD Descniphon 1 Standard gt ero A ated T Print Club Address Boltom 250 mm M Use Leiberhead sige 165 tm PHi
51. dule described in page Section 1 1 3 If the filter is set correctly only eligible players will appear in the list preventing any accidental but incorrect inclusions into the competition 2 4 2 Step Five The Draw Printing Score Cards and Start Lists Click on the button at the top of the screen to see the following window DRAW FOR Edith Trophy Oy x 17 JAN 07 30am ARLOW Peter E 15 Ss 08 08am WAY Graham A 22 Llc k lhLhLULUmUmUmUmUmUmMCU oe mle Meah To start the players and their handicaps will appear in the time slots in the order you added them to the competitor list The time slots have already been configured when you set up the competition You can affect the draw in several ways using the buttons at the top of this screen GCGold Interactive Manual Page 32 Copyright May 2003 M H Systems Ltd Tee ff Time gt aa a a Print gt Reset v GCGold Interactive Manual Use the date and time controls to set a starting time for this and subsequent playing groups This creates a session To revert to the normal date and time within the current session set the Reset checkbox Time Of 30am Reset Cancel DRAW POSITION PREFERENCE x Preferences tor AALO Ww Peter E f Ary Time i Later First Scorers f Latest i Earliest f Last Starters C Earlier DRAW PARAMETERS Draw Mechanis f Random Sequenc By Playing Handicap Pech llast
52. e first screen you see will be the Search page note the grey tab at the bottom left of the screen A Control Toolbar is displayed at the top a list of members appears in the working area and at the bottom a series of tabs provide access to other pages within the Membership Module For more information about the Search Page please refer to Section 1 2 GCGold Interactive Manual Page 11 Copyright May 2003 M H Systems Ltd Section 1 1 Control Toolbar Searching for Records CURRENT MEMBER Finding Print Member Details ATKINS Mr Cyril F ATKINS Me Cyd O O O IRE ed Poa At the top of the Working Area is the Control Toolbar This is a permanent feature throughout the Membership Module and contains 1 1 1 Navigation Buttons Use these to move through the membership list nje Go to the last member Go to the next member Go to the previous member Go to the first member f 1 1 2 Add Delete and Edit buttons L gt Cancel Changes only appear when alterations Save Changes have been made to a record Delete Record Create New Record 1 1 3 Selecting which records to display on the screen Clicking on the Filter button opens the Membership Filter List MEMBERSHIP LIST FILTER CLUB MEMBERSHI f Show Home Club Members Only C Show All Records Show Only Members From Club M Show Local Clubs Only INCLUDE P Filter Active Gender 0 na limit IM Men M Ladies Aged from o to o0 on 05 Feb 38
53. e name of your Golf Club and contains two further buttons Closing GCGold Click to close GCGold Your work will be saved automatically Program Set up The button opens the User Option window shown on the next page This opens the golf and administrative set up modules see Sections 5 and 6 GCGold Interactive Manual Page 8 Copyright May 2003 M H Systems Ltd GCGold USER OPTIONS x Auto Backup Preload Modules M Show Help Hints PTT ETE RTE EEIe eee eee On Start E Members Select Background Color On Clase C Bookings Sun RRE Competitions Reports Setup Labels Goto Golf Setup F11 Administration F12 Golf Setup F11 to set up your golf courses and medals Administration F12 to set up your administrative and billing systems Click on OK to save any changes you have made or Cancel to return to the main GCGold screen Central Working Area This is the main central area of the screen where the information is displayed Initially when you start GCGold a series of photographs of Golf Clubs will appear in this area If you are able to provide us with a colour photograph of your club we will be happy to display it on your system Module Page Tabs The information within each module is grouped together and displayed in separate pages The different pages appear as tabs at the bottom of the screen as shown below Click on the tab to gain access to the required page within a module Note In
54. ective from Or Jan 2003 Initially the date indicator will show today s date so the revision becomes effective immediately You may however change the date from which the new value is to take effect 6 4 4 Step 4 Setting the payment schedule Click the mouse on the button to reach the Specification Window PAYMENT SCHEME SPECIFICATION Ireoice Threshold JDL Month eDue EDue 0 j Fired Surcharge E Request by direct debit mh mk ee ee eee ees FE 00 00 00 00 Oi 00 00 00 Fractional Dersonrinater 20 100 fer percent 12 for manthly OF Cancel A Invoice Threshold You may enter an invoice value which must be reached before this payment scheme can be offered In the above example the invoice value must be 400 or over before the scheme can be offered to the member GCGold Interactive Manual Page 81 Copyright May 2003 M H Systems Ltd B Fixed Surcharge If the additional charge for using the payment scheme is to be a fixed surcharge then enter the amount here This amount will be added to the total and the extra payments spread across the period according to the payment schedule C Direct Debits If this box is checked then all payments made under this scheme will be included within a report in the DD Due column D Setting the Payment Schedule Allocating by percentage lf the payment breakdown can be specified by percentages then enter the percentage in the paym
55. emes appears For more information on creating and offering payment schemes please refer to Section 6 4 The Notes Reference section allows you to add any ad hoc notes you wish to keep relating to a member GCGold Interactive Manual Page 18 Copyright May 2003 M H Systems Ltd 1 Members Account Page BUGold ES em J rs Ernt Member Details fF Bp Nare 7 Members Only Dae n Payments E Balarce apse IN TONIO Bah B TRANSACTION Viev Teme Credit Payment Funds KecountgiD Card Handicep Diary Other This page shows details of all the transactions that have occurred in a member s account You are able to enter payments issue credit notes enter any ad hoc payments made by a member into a specific club fund and view the current aged balance of account 1 7 1 Viewing Transaction Details and allocating Payment Schemes Select the transaction from the list and click on the button TRANSACTION DETAILS Ea Selected Payment Scheme B Transaction Details Line Type ltem Patina EVAT 100 FEE EGU Annual Subscription 01701797 31712798 10 60 0 00 101 FEE Standard Locker Fee 01 01 97 31 12 98 30 00 0 00 102 FEE Large Locker Fee 01 01 797 31 12 98 40 00 0 00 The details of that invoice will appear along with a box where you can set a payment scheme GCGold Interactive Manual Page 19 Copyright May 2003 M H Systems Ltd 1 7 2 Entering a Credit Credit Select the transac
56. ent schedule list to the right of the screen For example if you wish payments to be spread over four equal quarters then enter the figure 25 to the right of month 1 4 7 and 10 to signify that 25 of the invoice total is payable on these months Allocating by Fractions If the payment schedule does not lend itself to a percentage breakdown for example twelve monthly payments of 8 333333 then you may use fractions To specify twelve equal payments enter a fractional denominator of 12 in the bottom left of the screen and put a 1 for each month in the right hand table The payment scheme will then indicate that one twelfth of the total is payable each month 6 4 5 Renaming a Payment Scheme Clicking on this button allows you to rename a Payment Scheme Code without affecting its specification All relationships between this code and other codes i e if this payment scheme has been added as the default to a members record will automatically be updated GCGold Interactive Manual Page 82 Copyright May 2003 M H Systems Ltd Section 6 5 Fund Accounts yay Options c Repote F etic te Wade Desenpton Christmas Fund This allows you to create a specific code to allocate to payments made into any fund accounts Setting Up a New Fund To set up a new fund click on the new re
57. er s record and are options which can be on or off The example Flag Field below allows you to record whether the member should receive a regular newsletter and would appear in the Other page of the members record USER DEFINED FLAGS W Newsletter es Unused P 2 Wrnused P E Wnused P e Unused P z Unused Pa Unused P e Wnused GCGold Interactive Manual Page 88 Copyright May 2003 M H Systems Ltd 6 8 2 Text Code Fields The text entered in the white boxes in the left hand column will appear as the title of a data box into which you can enter text in the Other page of a member s record The example below allows you to record any other association held by a member such as the Lions Club and would appear in the Other page of the members record USER DEFINED CODES Other Associations 5 Unused LIONS 2 Unused 6 Unused 3 Unused T Unused 4 Unused 8 Unused All your flag fields and text code fields will appear in the columns page of the Report Generator and can be included in your custom reports The prime difference appears when you specify the attributes of either column using the Column Attributes button at the bottom of the middle list 6 8 3 Using user defined fields in the Report Generator Flag Fields The attributes for a flag field will be included in members records where the option is selected not selected or both If we include the Newsletter field in a report and
58. es such as label generators and mail merge tools allowing you to create large numbers of personalised documents and envelopes in virtually no time at all The three sub modules are Standard Report Prints out the most commonly used membership and financial reports used by Golf Clubs Report Generator This is a powerful tool which you can use to create save and re use reports of your own design Billing This module allows you to create all your invoices and credit notes Once you have configured your system the laborious task of generating all your bills becomes the matter of a few clicks of the mouse GCGold Interactive Manual Page 41 Copyright May 2003 M H Systems Ltd 3 1 Standard Reports The following reports are available from the two page tabs at the bottom of the screen TE E Prints a full list of all members in your system including the addresses Members List Condensed Prints just the names and telephone numbers Prints a list of your membership group codes and the Membership Analyst US cea a number of members contained within each group Handicap List Prints a list of Handicaps of all club members Prints the handicap records for members You can Handicap Record gues aM select which categories are included in the print out Prints out a handicap analysis Again you can select Handicap Analysi ideo the player criteria included in the report Prints out a performance hole by hole analysis over a
59. f the completed results If a score has not yet been entered for a player their Score will display a question mark This page allows you to view and print the results in a variety of formats and subsequently close the round lf for whatever reason a players details change mid Refresh Player Details as l competition this button refreshes all competitors names medal codes and handicaps and updates the competition accordingly When all scores are entered clicking on this button closes the pe coe round and automatically updates each competitor s handicaps Shaw CSS Calculation Clicking on this button shows you the CSS calculation for the competition Click here to enter the Setup Results List feature see below Setup Results List GCGold Interactive Manual Page 36 Copyright May 2003 M H Systems Ltd 2 5 1 Step Eight Setting Up the Results List Clicking on the button on the Results page opens the following window HEDALS LIST Ea Het All Entries Het Men s Gold Medal Het Men s Silver Medal Het Men s Bronze Medal 1 Het Ladies Silver Medal Net Ladies Bronze Medal 1 This feature allows you to view and print the results of a competition in a wide range of formats Print Current Clicking on prints the medal currently selected in the list Print Combined Clicking on prints the results in all formats specified in the list 2 5 2 To Add a New Result Medal Print Format To create a new resul
60. formation about your home club and also allows you to configure some basic options A Club Id and Name Shows your clubs identity number Club id and the name under which MH Systems Ltd has registered your GCGold B Passwords Sets passwords to prevent unauthorised access C Invoke Clause 19 8 Apply SGU Click to enable these features D Handicap certificate start date Use the two date indicators to set the start date for the CONGU and LGU handicap certification feature within the Membership module These dates will determine the start dates for your handicap records and certificates E Printing Options Allows you to select to print two or three Score Cards per page and whether to automatically add a letterhead to any reports you print out The letterhead facility if required must be set up by MH Systems Ltd support engineers GCGold Interactive Manual Page 62 Copyright May 2003 M H Systems Ltd Section 5 4 Club List Page xf ATLET Golfing Setup a Options Exit Ibe Membership id F3 Competitions ra Reports Fs CLUB LIST Finding Bowkirigs 7 DETAILS oy 0 449004001 hi Show at Local Contact Addes Peeitior Fac 732 J67 447 f cales gce gold co uk United Kingdom PT ic 1 di eam a gt Agdiioral infomation Add Label Prirt Labats Ghyll Golf Club Contact Position Gifford Golf Chub _ Gigha Golf Club Tel Gillingham Golf Chub EMail Gilnahirk Golf C
61. ges and Round Results sorted by name Handicap Changes and Round Results sorted by placing Hole by hole Gross Score Archive General Results Print Out Options This feature allows you to add a Prefix and Suffix to your results printouts for example March Medal at the top and the date at the bottom These will appear each time you print your results and are specific to each competition GCGold Interactive Manual Page 39 Copyright May 2003 M H Systems Ltd MODULE OVERVIEW Section Three The Reports Module Standard and Custom Reports GCGold Interactive Manua Page 40 Copyright May 2003 M H Systems Ltd Section 3 Overview of The Reports Module Sei et Ge T SCGold Demonstration Golf Club Options Ext ani ake Bookings F8 Competitions F4 REPORTS O B Ei Handicap List LGU Exchange Sheets Membess List Condensed Handcap Records LGU SummaySheets Membership Analysis Handicap Analysis Course Analysis The Reports Module can be accessed from the main menu by a click on the Reports button or the F5 key on the Keyboard This module provides many different powerful tools both for creating standard and bespoke reports as well as generating all your bills This module contains three sub modules represented by the set of buttons underneath the main module buttons the Statistics sub module is as yet not available Each sub module includes its own set of pages providing additional featur
62. he competition is created GCGold Interactive Manual Page 29 Copyright May 2003 M H Systems Ltd 2 3 2 Step Two Setting up the Rounds NEW COMPETITION ROUND SETUP x Course Men s Tees Ladies Tees Standard couse Tee Off Time mins Holes to play Odd Groups 8 E Even Groups E Playing group size 3 This screen allows you to select Course This list box allows you to select the course for the competition Tees Select the men s and ladies tees NOTE Both the above items must first be set up in the Golf Setup module For more information please refer to Section 5 5 for setting up course details and tees Tee Off Time Use the arrows to set the tee off time in minutes Holes to Play Select the total number of holes in the competition round Playing Group size Use the arrows to select the playing group size 2 3 3 Step Three Specifying the Competition Size EXPECTED COMPETITION SIE x Although vou can change these numbers later itis more efficient to reserve memory space for the competition at the outset Masmum Entries m Number of Rounds 1 E Use the arrows to select Maximum Entries The number entered here instructs the computer to add that number of free slots to the players list It does not restrict you from more than the number shown here if you wish and is primarily for convenience No of Rounds Select the total number of rounds for the competition To complete the
63. his button prints out address labels for all the members included in the batch print out GCGold will automatically include all the correct information and print the labels in the format you have specified in the Options Set up Labels window described in Section 5 2 GCGold Interactive Manual Page 58 Copyright May 2003 M H Systems Ltd MODULE OVERVIEW Section Five Options Golfing Setup GCGold Interactive Manua Page 59 Copyright May 2003 M H Systems Ltd Section 5 Configuring the Program Using the button in the top right corner of the screen opens the GCGold User Option window shown below In addition to some general set up options such as printers labels and the background colour this screen provides access to the golf and administration setup modules see section six for administration setup GCGold USER OPTIONS x Freload Modules Members Bookings Auto Backup On Start T On Close Select Background Color Setup Printer T Reports Setup Labels Goto Golf Setup F11 Administration F12 Competitions Section 5 1 General Set up Options M Show Help Hints Select Background Color Setup Printer Setup Labels Auto Backu On Start W On Close GCGold Interactive Manual lf you have a tick in this box and rest the mouse on an area of the screen small help hints appear after a few seconds Remove the click to hide these messages Opens the Windows Colour Pa
64. hub Motes cavan a cha Girvan Golf Club Home Chub Club Litt Courses AMedas Miscellaneous Celine Score Cards J List By CID Name 13 FEB 2003 11 05AM FREE Dek 976 5MB Mem fIS4MB User SOS Spe gie On the left of the screen is a list of all the clubs stored in the GCGold database You can use the up and down arrow keys to get to the record you require or click with the left hand mouse button on the scroll bars to move through the list The current selected club is shown with a black triangle to the left of the list and the details of that club are displayed in the right hand portion of the Window List By ID The clubs are listed in order of Club Identifier number Name List the clubs in alphabetical order 5 4 1 Details of Other Clubs GCGold includes a list of all the clubs in the country Although this list is regularly maintained we cannot guarantee the total accuracy of the information at any one time as club details may change in between updates Select a club from the list Its details are displayed on the right ID Every club in the country is allocated it s own unique numerical identifier composed of eight numbers These numbers contain three bits of information in the following format The first two numbers specify the country the second three the area within that country and the final three the number of the club within that area For example 44087023 will be a club in England 44 region 087 and
65. ific appropriate codes are placed in the above box separated by a comma Note We could make use of our own wildcard by combining the two locker fee codes FLCK as these are the only two codes with these four letters in common However we could not shorten the membership fee codes to their common letter and a wildcard i e S because other codes such as SMCD Annual Fee Cadet and SM5D Annual Fee 5 day use the same common letter and would therefore also be included Include Discount Codes 4 1 6 Include Discount Code sabi The same procedure is used for specifying the discounts you wish to include on the invoices In our example we need to include the discount code for joint membership As no other discounts are required we simply delete the default wildcard and enter this code into the box 4 1 7 Generating a Temporary Batch for Previewing Once you have selected the tax point payment due date the members to bill and the items to include you can generate your bills by clicking on the Generate Invoice button Generate Invoices Note In many cases clubs simply wish to generate all their invoices for all price items for all members in one operation To do this simply specify the tax point and payment due date leave the default asterisks in the boxes and click on the Generate Invoices button GCGold Interactive Manual Page 55 Copyright May 2003 M H Systems Ltd Section 4 2 Previewing Posting and Printing Bills 4 2 1 Step T
66. in a future release 1 9 Members Handicap Page ALDER Mr Steve d CURRENT HANDICAP CONGU 17 1 Cat 3 a BB 71 1 11 4 4 23 6 24 Dee l 260 26 Se a E 090scSNEWHANDICAR BF Hene O O a e oi Hs Print Handicap A ecard Print Handeap Canilicste Enter Away Flesull pe Lisk meverse onder Handicap Diary Other A This page shows a member s Handicap history This record is automatically updated by GCGold when appropriate In this page you are able to enter EDS away results make Clause 19 or Regulation 7 amendments and print handicap certificates and records The handicap record and a handicap certificate can be printed by clicking on the appropriate buttons at the bottom of the page GCGold Interactive Manual Page 21 Copyright May 2003 M H Systems Ltd The system also enables you to produce a range of other documents such as Handicap Analyses Handicap Lists LGU Exchange and Summary sheets but as these relate to all your members and not one specific record we have placed them in the Standard Reports module please refer to Section 3 1 1 9 1 Viewing Handicap Records and Competition Results CONGU and LGU Basic information such as the current handicap medal group home handicap club and membership number are displayed above the handicap record Each competition result is shown in the list beneath along with the specific details of that result This information is entered autom
67. in the Players Page How you do this depends on which option shown below was selected when the competition was created a b Hole by Hole Scoring Singles Teams lf you have selected Hole by Hole scoring when creating the competition first select the player from the list on the left with the left mouse button and then click on the white square at the bottom right of the screen next to the word Gross and underneath hole number 1 Enter the score for hole one The cursor automatically jumps to hole two Type in the score for the second hole then the third and so on until all scores are entered You will see that GCGold now shows both the scores for the first and last nine holes and the total underneath This score also appears next to the player in the competitor list Select the team in the competitor list using the left mouse button The names of all team members will appear immediately above the scoring grid Select the individual player from this right hand list and add their scores in the way described above for singles Once done select the second player from this team and add their scores Continue until all scores are entered for that team The team points in the left hand competitor list will then be updated GCGold will automatically take into account each players handicap when calculating the overall results for that team By Par Totals singles and teams If you have selected Par Totals scoring when creating
68. l Page 13 Copyright May 2003 M H Systems Ltd 1 2 Membership Search Page This is the first page that is displayed when you click on the Membership button at the top of the screen and you will see the Search tab greyed out at the bottom You can return to this page at any time by clicking on this tab GCGold x eE 5 GCGold Proprietary Leisure Club Options Exit L Bookings F3 Competitions F Reports F CURRENT MEMBER Finding Copy to Chipboard Print Member Details Filter i By Name v Members Only Tel Home Tel Work Tel Mobile ADAMS Mr Stephen AHERNE Mr Thomas P ALBINSON Mr Andrew ALLEN MrPeterL ANELLO Mr Domenic ARCHER Mr Brian B o0089 ARKLEY Mr Jack A 00480 ARKLEY Mr Russell A 00145 ARLOTT Mr Keith 0508 ARNELLM P_ Om ASHBEE Mr Alan 00034 ASHEY Mr John 00413 Search Details 4Offices Charges jFinance jAccount4Chips Handicap Diary Other O7 FEB 2003 05 06PM FREE Dsk 893 6MB Mem 885 5MB Usr 90 Sys 90 This page displays the Membership List with a summary of each individual member shown across the screen If you wish to view information which is beyond the right hand side of the screen and not immediately visible use the arrow Keys on your keyboard to move the cursor from box to box 1 2 1 Finding a member in the search list Using the mouse Click the mouse on the scroll bar on the right of the screen and use this to move up and down
69. lds 88 6 8 1 Yes No Flag fields gt 6 8 2 Text Code Fields gt 6 8 3 Using user defined fields in the Report Generator gt Appendix A Structuring your Coding System and Using Wildcards 91 gt Appendix B Data fields available in the Report Generator 93 gt GCGold Interactive Manual Page 5 Copyright May 2003 M H Systems Ltd How to Use This Manual Welcome to your copy of the GCGold Manual This tour guide has been designed for you to read whilst exploring the system and will help you to find your way around with confidence It goes through the main features tells you what each different screen is used for and explores some of the powerful and flexible tools that you now have to assist you in running your Golf Club You may open this manual with Acrobat Reader at the same time as having GCGold on your screen and swap between the two by pressing the ALT and TAB keys on your computer simultaneously This manual incorporates a number of useful tools which will help you locate the information you require Words in Blue Internal Document Links gt This document is almost one hundred pages long so to avoid you having to use the Page up and Page down keys we provide you with Interactive Links within the Contents section You will notice that many of the entries have a blue circle at the right hand margin If you click on this blue link it will automatically jump to the correct section of the manual without you having to negotiate y
70. lette allowing you to change the background colour of GCGold Opens the standard default Windows Printer Selection screen For more information on this please refer to your Microsoft Windows manual Please refer to the next section on Configuring Labels You can select for GCGold to make a back up automatically when you either start or close the software Page 60 Copyright May 2003 M H Systems Ltd Section 5 2 Setting Up Labels LABEL PRINT SETUP x C Direct Output to Fort Label Setup Direct Mode Columns Use Form Feed Label width in characters OG Label height in characters f Use Standard Printer Label Page Setup Standard Mode Columns Page pb i Rows s Page 90 00 Label width mm 30 00 Left Margin mm 52 00 Label height rmm 25 00 Top Margin mrm Font Arial 1 pt Bold W Click on the Set up Labels button on the first screen of the Options module see previous page In most cases you will not require the top option Direct Output to Port as this is only used when you have a specially designed and dedicated label printer If you are using a standard printer such as a laser printer bubble jet or ink jet then the bottom option Use Standard Printer is the correct selection If you are using a dedicated label printer please call us for more information on using GCGold with such a device Using a Standard Printer Select the lower of the two options on the left
71. lude all male members within this invoice We can also use the second and third letters of the code to specify other groups for example MCD will include all the junior cadets MCD21 and MCD25 but no members over 25 years old MS will include MSN and MSNJ but no members under 55 years old GCGold Interactive Manual Page 91 Copyright May 2003 M H Systems Ltd Using multiple codes in a filter To include a number of group codes you add them into the list separated by a comma for example MCD MS will include all junior and senior members but not members between 25 and D5 You can specify a range of group codes using wildcards but exclude a specific code by placing a minus sign in front for example M MSNJ will include all male members of all ages but will exclude senior joint members The same techniques can be applied to price codes discounts and payment codes This is very powerful tool and if you structure your all your codes correctly will make the production of documents such as invoices and complex reports the matter of a few minutes work GCGold Interactive Manual Page 92 Copyright May 2003 M H Systems Ltd Field Title A balance Ac_defterms Address Address 1 Address 2 Bk_account Bk_address 1 Bk_address 2 Bk_county Bk_name Bk_postcode Bk_sortcode Car reg Club Name Club ID County DD Due DD Ident DD Seq Div Date of Birth Fax Forename Group Name Group ID H C Club H C Club No
72. mended It is possible to use GCGold on a 486 computer with as little as 4 Megabytes RAM This will make the system run much more slowly and you may have to close down some operations before completing tasks which require a lot of memory If you have any difficulty installing GCGold please ring for Technical Support on 01732 367 227 Please have your system details make model of computer to hand GCGold Interactive Manual Page 7 Copyright May 2003 M H Systems Ltd GETTING STARTED The Opening Screen Ed To start GCGold click on the following icon on your computer desktop screen HEINE This is the first screen you see when you start GCGold Copyright 1997 2002 M H Systems Ltd All nights reserved 07 FEB 2003 04 46PM FREE Dsk 898 7MB Mem 916 8ME Usr 90 Sys 90 Accessing the Main Module Button Bar The Main Button Bar is used to access the main Modules within the system such as the Membership Competition or Billing Module etc within which the day to day work takes place Membership F2 Bookings E3 Competitions F4 Reports Fo The Main Button Bar is a permanent feature and is always visible and available whilst GCGold is running thus allowing you complete freedom to move around the system at will Click or press the appropriate function key to go to either the Membership Module F2 Competitions F4 or Reports and Billing F5 At the top the bar displays th
73. ng Set up 5 1 General Set up Help hints background colours and Auto Backup 5 2 Setting Up Labels 5 3 Golfing Set up Home Club Details Page Club ID and Home Club Name Passwords Clause 19 8 Handicap Certificate Start Date Printing Options for score cards and letterheads ieee 5 4 Club List Page 5 4 1 Details of other Clubs 5 4 2 Build and print a list of address labels for other clubs 5 5 Courses Page Guided Tour Included 5 5 1 Adding Editing and Deleting Courses 5 5 2 Specifying course timings 5 5 3 Specifying Pars Strokes and Standard Scratch Scores 5 6 Medals Page Creating and Editing Medals 5 7 Creating Score Card Templates Section 6 Options Administration Set up 6 1 General Administration Set up 6 1 1 Invoice Print Parameters and Layout 6 1 2 Setting VAT Rates 6 1 3 Year Start Date 56 59 60 61 62 63 65 67 68 69 70 oO 8000000 VOoOov00000 QO Q 0000o oO O 0000 020 00O GCGold Interactive Manual Page 4 Copyright May 2003 M H Systems Ltd 6 2 Price Codes Guided Tour Included 72 6 2 1 Creating a new Price Code 6 2 2 Configuring a Price Code A Price Types Payment Frequency C ltemising on Invoices Temporary or Deferred Prices E Adding Analysis or Nominal Ledger Codes 6 2 3 Setting the start date of a new value or revision 6 2 4 Specifying a price value A Fixed Price Codes B Variable Monthly Price Codes C Loan Interest Repayment Price Codes D
74. od Total Paid within period Home Town Copyright May 2003 M H Systems Ltd
75. operation We will be happy to assist if we can on using this feature with any one specific third party word processor 3 4 Printing Address Labels Clicking on this button prints out address labels for all members included in a report GCGold Interactive Manual Page 50 Copyright May 2003 M H Systems Ltd MODULE OVERVIEW Section Four The Reports Module BILLING GCGold Interactive Manua Page 51 Copyright May 2003 M H Systems Ltd Section 4 Overview of The Billing Module BUGold G ove nT ey Geod Benen sirebnn Golf Club Optio plans Ext El m Membership a Pookie Fa Competitions FF PROCESS AND REPORTING MODULES Standard Reporte Report Generator BILLING Statistics Cunert Invoice Batch 0000 Tex Pant Payment Due Date Post Curent Batch at ten f Soe far Ap 38 CS Unpost Lest Batch Batch Reference Include Group Codes and or Member No Include Change Codes Include Discount Codes Generate Invoices Curent Batch view and Pret Budget Planner J The GCGold Billing module provides an easy flexible yet powerful range of tools for producing all your bills In general the success and efficiency of the billing system depends upon with the way you have structured your membership charge and discount codes If done correctly then the task of producing all your bills and the subsequent financial and statistical reports is reduced to a few clicks of the mouse This section ass
76. ord Click on New button and the system will display an empty details sheet GCGold will automatically allocate the next free membership number although you can change this if you wish Fill out the form click on Padlock to save or Cancel to return to a blank record if you have made a mistake Click on the appropriate box and enter your modification Having made the changes click on to save or to return to a blank record if you have made a mistake Click on Delete to delete a record This can be done from either the Details page or the Search page Note GCGold will not allow you to delete a members record if their account balance is not zero It will prompt you to amend the account and you may then delete the record GCGold Interactive Manual Page 15 Copyright May 2003 M H Systems Ltd 1 4 Members Offices Page Cead menm ahotecs tea om cri a aio1ss6 Financial Committee Member This page shows a complete record of the Offices held by a member These are allocated in the Options Administration Committee page described in Section 6 7 1 5 Members Charges Page eco eT ML pi Reporte Fs FEE Standard Locker Fee Additional Description Last biked up to Effectve from Effective until T Defetrect until Standard Locker Fee CREE E Value 7 E CED EE Se E CE E Fixed at 15 00 yeorly Cet Weve T Aea topice bst Charge
77. our way to the correct page Once you have read the required section press the CTRL and HOME keys on your keyboard simultaneously This will return you to the Contents page You will now see that the link you have just used appears a slightly different colour indicating the pages you have used Words in Green Guided Tours and Examples In a number of sections this manual includes a step by step guide to the procedures you should use Each step is clearly marked in green letters GCGold Interactive Manual Page 6 Copyright May 2003 M H Systems Ltd Installation To Install the Software into WINDOWS 3 1 not recommended Insert Disk 1 into your floppy drive From the File menu option within Program Manager select Run Type A setup exe and click on OK Follow screen instructions until the installation is complete To Install the Software into WINDOWS 95 98 ME 2000 or XP Insert Disk 1 into your floppy drive Click on the Start button on the Windows toolbar and select Run Type A setup exe and click on OK Follow the instructions shown on the screen until the installation is complete Guide to Equipment Requirements For optimum results it is recommended that GCGold is run on a Pentium based computer with 16 Megabytes RAM Of course any more powerful computer will do however A working minimum for the GCGold system is a 486 Personal Computer with at least 8 Megabytes RAM although a Pentium is recom
78. r print out Finally in selecting the locker field as the sort field this prints out the results in order of the locker number GCGold Interactive Manual Page 48 Copyright May 2003 M H Systems Ltd 3 2 4 Step Four Imposing a overall Membership Filter In addition to refining the output by selecting data ranges to include you can impose a filter on the entire membership database which may make life easier For example if you wish to produce a report which solely concerns lady members you can de select the Include Men option from this screen but leave the Include Ladies option Any report produced will be based on lady members only This is easier than using the Column Attributes feature to select to include just the ladies membership group codes Filter by Membership Details You may filter the Membership database to be used in the report using the Filter tab at the bottom of the window This opens up the same Members Filter screen used in the Membership Module described in detail in section 1 1 3 Use this filter to specify the members on whom you wish to perform the report by selecting the gender to include the age group and specific playing categories Filter by Transaction Date Range If you are producing a report which includes financial transaction data you can set a range of dates between which transactions will be included Any transactions outside of this date range will be ignored and will not appear in the report We don
79. s Creating or editing a Medal Click on the Insert Record button in the toolbar You will see a blank box appearing in the list on the left with an asterisk next to it Type the name of the medal into this box Edit the information on the right of the screen to set the parameters for that medal Display sequence Include Men Ladies Lowest Highest Handicap Handicap Types sets where the medal appears in the list the higher the number the lower down the list it appears The All Entries medal must be top and so all other numbers must be above 100 dictates whether the medal includes men women or both allows you to set the handicap limits for the medal allows you to specify which handicap types may be included You can add a multiple medal group by adding other medal codes into the Eligible Medal Group Codes box at the bottom Medallists within all these other codes will be included in the print out To edit an existing medal select it in the list on the left make the required alterations and click on the Post edit button GCGold Interactive Manual Page 67 Copyright May 2003 M H Systems Ltd Section 5 7 Define Score Cards GCGold allows you to create your own score cards or range of score cards Initially the list in the Define Score Card page will be blank but you will see three buttons to the left which allow you to create a new card and edit or delete an existing one Creating or editing a Score Card DEFIN
80. s Finance pAccount iD Card Handicap Diar Other J The larger of the two windows to the left displays the default charges and discounts that have been associated with a members group code Once specified GCGold automatically applies these default items for information specifying default charges and discounts refer to step 2 within Section 6 2 1 and 6 3 1 If you wish however you can override the default items or add additional charges and discounts as required GCGold Interactive Manual Page 16 Copyright May 2003 M H Systems Ltd 1 5 1 Overriding Default Charges and Discounts To override a default charge or discount displayed in the Group Charges and Discounts list select the item concerned and click on the __2vetide gt _ Override button at the top of the screen This will activate the override section at the bottom of the screen FEE Annual Fee Senor Member Override Deseret EE Effective from Effective until Deferred until ope PF Value Fixed at 350 00 pearly Refer to price list You may now make the required alterations to the code For instructions on how to specify the details of charges and discounts please refer to Section 6 3 1 5 2 Adding additional Annual or Ad hoc Charges and Discounts Click on the Additional amended charges window on the right of the screen and press the insert key on the keyboard The Price List window appears showing a list of periodic charges If you
81. stics REPORT Untied Dim Som se PAsoee Ben u ue Tite DT Page Orientation FontSizej Font Spacing p Gndlines p Margins mm Portia et ne Portrait Re Fined F Horizontal Left Top DEE Landscape C12 Proporbonal Vertical Right Bottom fo gt Page Coumes 5 Line Spacing Other Options i eB 1 Co fe Append Line Court e e C TTA Benera Colmne rites Preview The Report Generator is a tool which you can use to create save and re use reports of your own design Almost all of the data contained within GCGold such as membership details handicaps and certain financial information can be included within a report Once you have selected the data fields you wish to include within the report you can filter the output to make the report more specific making the task of analysing your data easier and more efficient The basic features of the Report Generator are identical to any standard Windows program You will see that the toolbar towards the top of the screen contains a number of buttons which allow you to create new reports print the output save the reports once you are happy with the output and re open them again in the future Creating labels is made easy using the label button and a mail merge facility is provided to allow you to export data to other Microsoft tools such as Microsoft Word or Excel GCGold Interactive Manual Page 43 Copyright May 2003 M H Systems Ltd Generating a Cus
82. t typing the surname on the keyboard to locate the player in the list Once highlighted pressing the return key or clicking on the name with the left mouse button will now add this player into the competition player list on the left of the screen If the competition is for Singles one name will appear in each line If the competition is for pairs you may add a second name to one already in the list and then type in a team name at the top right The team name is optional and will appear in the player list rather than the two individual names GCGold Interactive Manual Page 31 Copyright May 2003 M H Systems Ltd a b c Viewing a Players Details Click on the player or team name in the left hand list The player or players names will appear in the box underneath the Team Name box along with their membership number exact and playing handicaps If you wish to see a summary of that player s details click on the Details button Deleting a Player from a Competition Click on the player or team name in the left hand list Press the CTRL and Delete keys simultaneously You will be asked to confirm if you wish to delete this player Click on OK to remove them from the list Selecting which Players are eligible for a Competition Click on the vee FT button at the top right of the screen The screen that appears allows you to select which players appear in the player list This box is identical to the one used in the Membership Mo
83. t Invoice Print Setup window will display these specific bills in the select to print window Once you have selected the required bills click on the Print Bils button 4 2 4 Step Five Invoice Printing Set up Clicking on the Print Bills button opens the Invoice Print Setup window INYOICE PRINT SETUP x SELECT DOCUMENTS TO PRINT SELECT PAYMENT SCHEMES TO OFFER IN 100915 gt Full payment by due date IN 100916 Monthly Direct Debit IN 10091 7 gt Quarterly Direct Debit IN 100918 Payment within 5 daps IN 100919 gt Fairway Credit IN 100970 IN 100971 FORMAT J Center justified W Bordered by asterisks Document Statue Pro Forma i VAT Produce cover letter mail merge data file We Wish You A Merny Christmas V Append payment slip W Show pre payment balance Member Details Check Append Collate This final window provides a number of features such as offering Payment Schemes adding messages to invoices adding payment slips and member details The bills you have selected to print will be displayed in the top left hand box on the screen GCGold Interactive Manual Page 57 Copyright May 2003 M H Systems Ltd A Offering Payment Schemes The top right hand section will display a list of payment schemes which are available These schemes are set up in the Options Administration module for more information on Payment Schemes please refer to Section 6 4 Choose which scheme you wish to make avail
84. t Repayment PRICE SPECIFICATION VAT Rate Standard 17 50 H P YAT Included in price Principat 0 00 Interest ate 0 00 p a Set the VAT rate using the list box at the top The check box to the right selects whether the Price entered below includes or excludes VAT Enter the principal amount in the Principal box and the interest rate beneath Click on the OK button to return to the main page D Comments Use this box to enter any notes you wish to be associated with this Price allocation Once you have set your values click on the OK button Use the lower Padlock of the two toolbars to post these details into your database 6 2 5 Changing the Value of an existing code Select the Price Code to be revised from the list in the left portion of the screen Click on the Insert Record button on the lower of the two toolbars You may now repeat the process described above for assigning a value to a Price code but notice that a new revision date has been placed in the Revision list box allowing you to keep a record of all changes to the value of that code Once you have set your values click on the OK button Use the lower of the two toolbars to post these details into your database 6 2 6 Renaming a Price Code Clicking on this button allows you to rename a Price Code without affecting its specification All other items linked to this code e g Membership group codes will be updated by the system GCGold Interactive Manual P
85. t need the use any of these facilities in our example but the Filter page will often provide a simple means of selecting records to include 3 2 5 Step Five Previewing a Report At any stage of the report s construction you can click on the preview tab at the bottom of the page to see a preview of how the report would appear if you sent it to the printer Please Note A preview will only be displayed if the columns you have included and the filter options and column attributes you have selected would actually produce printable data If no output is generated then the following message will appear Information Pan 1 Nothing to print If this happens check the configuration of the report in the filter page and the attribute of each included column to make sure you are not screening out the data you actually wish to produce For example you can not produce a report on the membership fees received for all full lady members if you have the Men box clicked in the filter window rather than the Ladies If the screen appears blank click on the Zoom Out button to decrease the magnification of the preview GCGold Interactive Manual Page 49 Copyright May 2003 M H Systems Ltd 3 3 Mail Merging with Other Word Processors 5 The E Merge button allows you to create a text file which you can import into any other standard Windows word processor to create large numbers of personalised mail merge covering letters in one simple
86. t print out click on the Add button on the right of the screen The following window is displayed HEDAL OPTIONS Ed Title for printing Select Medal Group Limit 4llowance Maxinium Handicap Nett Allowance Full Score As i Gross i Stableford Twos ie Nett i Par Multi Player Scorn For hole 1 2 3 4 5 el 7 a aliolia 12 iatia is ie 17 19 add the scores of the first players then the best scores of the rest Number of results to prin all None je General Option I Individual Medal Add Half Strake Handicaps I Curent Round Gal P Boud hamdicap undo Leaderboard display option Show places Fixed rows Repeat y Show handicaps Fa Tall p Un scored T Show countback i Cancel GCGold Interactive Manual Page 37 Copyright May 2003 M H Systems Ltd Title for printing Type a name for the Result for example Men s Gold Medal This title will appear next to the item in the list making it easier for you to recognise it if you wish to select that specific print out Select Medal Group Clicking on the little arrow at the very top right of the screen will drop down a list of Medals categories which have been set up in the Medals List of the Golf Setup module accessed via the Options button Each Medal will describe a particular category of player including their sex age handicap range and handicap type Select the required medal
87. the Competition Details Clicking on the button at the top of the screen opens the new competition details window as shown below DETAILS OF NEW COMPETITION Start Date Mame Filter Code 12 Feb 3B a New Competition Name M Competition Basis i STROKE PLAY C MATCH PLAY C COMPOSITE STRORE PLAY DETAILS Main Competition Type C Scratch Medal C Nett Medal C Stableford ie Bogey Par Playing Configuration Team size 1 1 Singles Record Individual Scores Score Recording Method Hole by hole ie Par Totals a Enter the following basic details into the boxes provided Start Date Enter the date the competition starts Name Enter the name you wish to appear in the competitions list page Filter Code Enter this code if you wish to use the filter in the Competitions List e g M for Men L for Ladies J for Junior or MX for mixed b Specify the Competition Basis Select the basis for the competition by clicking on Stroke Play or Composite Cc Stroke Play Details Select the Stroke Play of the competition by clicking on the required box d Playing Configuration Enter the team size select 1 for singles and whether to record individual or team totals e Score Recording Method Select whether to score hole by hole or Par totals Once you have completed this stage click on the OK button You will now see the Round Setup dialogue box shown below WARNING The option above cannot be changed once t
88. the Membership and Competition modules the first page to be displayed shows a list of the records within that module Once you have selected a member or competition on this first page the information in the other pages described below will refer to that member GCGold Interactive Manual Page 9 Copyright May 2003 M H Systems Ltd MODULE OVERVIEW Section One The Membership Module GCGold Interactive Manua Page 10 Copyright May 2003 M H Systems Ltd Section 1 Overview of Membership Module To enter the Membership Module from anywhere within the system click on the Membership button or press the F2 function key on your keyboard GCGold zj e a i a oO 15 GCGold Proprietary Leisure Club Options Exit E CURRENT MEMBER Finding Copy to Clipboard Print Member Details Filter iW By Name f Members Only Names Mem No Tel Home Tel Work Tel Mobile P ABOUYANNIS MrM EM ADAMS MrStephen AHERNE Mr Thomas P ALEINSON Mr Andrew ALLEN MrPeterL ANELLO Mr Domenic ARCHER Mr Brian B ARKLEY Mr Jack A ARKLEY Mr Russell A ARLOTT Mr Keith ARNEL Mr P ASHBEE Mr Alan ASHBY Mr John BB Search Details Offices Charges Finance Account Chips Handicap Diary Other O7 FEB 2003 05 06PM FREE Dsk 893 6MB Mem 885 5MB Usr90 Sys 90 Note Once you have entered in a module the appropriate button turns black indicating which module you are currently using Th
89. the competition first select the player or team in the competitor list Click on the Total score at the very bottom right of the screen which will also show if the total score is Nett Gross Stableford or Par Enter the total score which will then appear as the points in the competitor list GCGold Interactive Manual Page 34 Copyright May 2003 M H Systems Ltd 2 4 4 Step Seven Closing a Competition Close Round Once all the scores have been entered click on the Ose Bound button in the Results Page Before GCGold closes the competition the following window is displayed CLOSE ROUND x When a round i closed the following occurs 1 The playing handicaps are refreshed from the handicap records 2 F applicable entries in the handicap records are made 3 Scores for the round may no longer be amended unless the round ts re opened NOTES 1 Refreshing the playing handicaps will not change any overridden playing handicaps 2 Refreshing the playing handicaps may alter the results Competition Qualifying Status fh CONGU P LGU P unio lisina CONGO tules Disallow handicap increases 7 E Apply Clause 19 8 fe Cancel 2 4 5 Processing Competition Results This allows you to specify what happens when you close a competition The tick boxes allow you to specify whether the competition has a CONGU or LGU qualifying status and whether to disallow handicap increases and apply Clause 19 8 These boxes will be greyed out
90. tion Bands Turnover Qualification Bands fi 100 00 ES 250 00 E 500 00 Aoo 0 00 c 0 00 Ss 0 00 0 00 0 00 Apply highest band to total turnover You may specify multiple discount bands using this feature Specify the turnover threshold upon which your discount bands should apply and then enter either a value in the Earned column or a percentage by which to discount the turnover The above example shows a three tiered discount structure where the first 100 of turnover is discounted by 5 any turnover above that up to 250 is discounted by 10 and turnover between 250 and 500 will be discounted by 10 Comparison No Discount Discounted First 100 100 95 Between 100 and 250 150 140 Between 250 and 500 250 F225 Total Payable 500 460 You may if you wish elect to apply the highest discount rate to the entire turnover once the highest qualification band is reached If the total turnover is 500 then in the above example the total payable would become 450 rather than 460 However the box at the bottom is left unchecked and so the different bands would apply GCGold Interactive Manual Page 78 Copyright May 2003 M H Systems Ltd Please Note If you wish to be generous GCGold allows you to offer both an amount in Sterling and a percentage discount for any one qualifying band HOWEVER the amount in Sterling will be taken off first and the percentage discount taken off the remainder
91. tion you wish to credit with the mouse and click on the Get button A new line will appear in the list showing that the invoice has been credited and the account adjusted accordingly 1 7 3 Entering a Payment F t Click on the Pamet button to display the following window PAYMENT DETAILS x Date Payment Amount 40_60 Method Reference Loo o Enter the date and amount of the payment along with a reference which will appear alongside the item in the list 1 7 4 Fund Payments Funds If the member wishes to make a payment to a fund then click on the button This will bring up the following window FUND PAYMENT DETAILS x Date Payment Amount Fund 25 00 Christmas Fund Method Reference case fr Enter the date of the fund payment the amount the method of payment and a reference which will appear by the item in the account list Click on the Fund box to see a list of all the funds which you have created in the Administration Set up module refer to Section 6 5 GCGold Interactive Manual Page 20 Copyright May 2003 M H Systems Ltd 1 7 5 Viewing Aged Debts The panel to the right of the screen shows a summary of the debts and their respective ages You may select the date from which you wish to view the record Once a debt is overdue a red spot will appear next to it allowing you to quickly scan for aged debts Aged debt as of of 1 8 Members ID Card Page This feature will be available
92. tom Report For instructions on how to create and print a custom report please follow the steps shown in green We have provided an example to help you EXAMPLE As an example we will create a report to include all the male Joint members aged between 25 and 35 who possess a locker and whose surname starts with a letter between A and M Whilst this may not be a report you ever wish to produce it introduces most of the techniques used for any other report 3 2 1 Step One Creating a New Template and Specifying the Basics Click on the aeneral tab at the bottom and then Ou at the top of the screen Type a title in the white box towards the top of the window and click on the Ehsaas button Type an eight character name under which to save the file as if you were saving a file in Microsoft Word or any other word processor and click on OK GCGOLD returns you to the initial page and the file name will be shown above the New button This opening screen allows you to format how the report appears when you print it The effect of the options within this screen depends on a number of factors such as the printer you are using and the size of paper used etc For more information on formatting report appearance please contact MH Systems Ltd 3 2 2 Step Two Building your Report by adding Columns First we need to select the data to be contained within the report Click on the Columns tab at the bottom of the screen and you will see the
93. umes that you have read Section 6 and have an understanding of the principles in using structured codes If you have any questions on this matter or require any further explanation please do not hesitate to call MH Systems Ltd GCGold Interactive Manual Page 52 Copyright May 2003 M H Systems Ltd Section 4 1 Creating Bills GCGold provides a mechanism whereby you can generate your invoices for a billing period of your choice from a tax point of your choice and just include the prices and members you require Once generated you may preview the batch to check the details in full prior to posting and printing Before any bills are generated you must first check that the Year Start Date indicator in the first page of the Options Administration set up module is correct Use the arrows above and below the indicator to set the date to the beginning of your current financial year For instructions on how to create and print a batch of invoices please follow the steps shown on the screen in green ink We have provided an example to help you 4 1 1 Step One Specifying the Bills to be included in the batch EXAMPLE As an example we will create a batch of invoices for payment by the 1 April for all our male full members male and female joint members but not full lady members We will invoice them for the membership fees and locker fees but nothing else onions e JE EPORTS REPORTS PROCESS AND REPORTING MODULES
94. unt value Click the mouse on the button to reach the Discount Specification Window DISCOUNT SPECIFICATION x Qualifying Price Codes wild cards allowed Turnover Accumulation Accumulation Spar Invoice Yalue nia E Turnover Qualification Bands F fiultipy total calculated 100 00 i discount by Shareholding 20 00 500 00 0 00 0 00 0 00 0 00 0 00 Apply highest band to total turnover GCGold Interactive Manual Page 77 Copyright May 2003 M H Systems Ltd A Qualifying Price Codes If the discount value is only ever to be applied to a specific price list item then you must specify that Price code in the top window If you do not then the discount will be applied to all price codes included in that invoice In the above example this discount will only be applied to price codes which begin with the letter S B Turnover Accumulation You can specify the criteria of the turnover accumulation upon which the discount is based Invoice Value The discount is applied to the actual value on the invoice Rolling Turnover The discount is applied to the overall turnover for the last period and the current period to date added together This period is set in the Accumulation span to the right of the screen Turnover Last Period The discount is only applied to the turnover accumulated by the end of the last period Year To Date The discount is applied to the turnover for the year to date C Turnover Qualifica
95. wo Previewing and changing batch prior to Posting ie i Once you have generated your batch click on the Wiem and Pint tab at the bottom of the screen GCGold Demonstration Golf Club Options ext gt Bookings ira Competitions FF REPORTS GCGaold PROCESS AND REPORTING MODULES Standard Reports Report Generator BILLING Statistics Edt Batch Detals Print Bils PintLabels Batch Doc Mo o Va BATCH O0O0T 17 MARZ9 AEF Full and Jont Fans Only E iiaii 110 40 a You will see a summary of the batch details including the batch number the tax point date of invoice the description the total value the total value of all discounts and the VAT To see a more detailed breakdown double click on the batch in the window and it will expand downwards to show you a summary of all the bills included in the batch Edit Batch Details Print Bills Bills PritLabel Labels Batch Doc No T0062 ALDER Steve d CE 520 00 IH 100622 ANSCOMBE Robin 500 00 IN 1006235 ARLOW Peter E 515 00 IN 100624 BENSON Paul D 500 00 IN 100625 BLUNDEN Mike R 920 00 For a detailed view of a specific bill double click on the bill within the list Edit Batch Details Pint Bills Bills Print Labels Labels HE 00001 14 MAR S98 REF Full and Joint Fee 4 Only E 13 470 00 110 40 0 00 Cae rr 0 00 000 FEE Annual Fee Full kember 01701798 3171 2798 E 00 00 0 00 0 00 FEE Large Locker Fee O71 07 98 37 7 2798
96. zcelaneous Rake Yea Stat Date Yes Erd Aoine 17 5 I See ae A VAT Regetration Mo Eilon arreverzan of joining date oo Special Price Codes wildcards alowed Apply Swie Cades J 100 fed Subsi 13 FEB 2008 05 26PM FREE Dek J76 5ME Mem 9956MB Uae Syre UserDetined Fiekis The first page of the administration set up allows you to configure a number of basic options 6 1 1 Invoice Print Parameters and Layout The top part of the screen uses a combination of data boxes and check boxes to allow you to set up how your invoices will appear when printed Next Number Club Member Date Details Print Club Address Use Letterhead GCGold Interactive Manual Allows you to specify the next invoice credit and receipt number that will be allocated when the next batch is printed out Enter the number of millimetres from the top of the page and from the left margin where you would like this information to be printed Specifies where printing should start and also the distances from the bottom and right margins where printing should stop and a new page commence Check this box to print the client s address on the output If you have asked MHS to generate a letterhead for you checking this option will automatically print your letterhead on output Page 70 Copyright May 2003 M H Systems Ltd 6 1 2 VAT Rates Use the data boxes in the lower left of the screen to set up the VAT rates you require To enter

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