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Max2: Overview |
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[ Overview ]
Max2 keeps separate accounts for each of the club's full and temporary members.
There are two types of account:
All accounts have account numbers.
The numbers of proper accounts start with a letter and consist of from one to four letters or digits. Generally proper account numbers consist of the first letter of the member's surname followed by one, two or three digits.
Proper account numbers must be unique - that is, no two proper accounts with the same number can be open at the same time.
The numbers of trial lesson accounts consist of exactly four digits.
Trial lesson account numbers are not necessarily unique. Two trial lesson accounts with the same number can exist at the same time. They are distinguished by the date on which the trial lesson ticket was sold. Therefore, the same number should not be sold twice in the same day (though two trial lessons with the same number can, of course, be flown in the same day).
Proper accounts contain a lot of information about the member, such as their name, address, telephone numbers, membership of sub-groups within the club and so on.
Proper accounts are created and deleted manually.
Trial lesson accounts contain much less information, just the type of trial lesson, the date of sale, the price and the date of the flight for trial lessons which have been flown.
Trial lesson accounts are created by the trial lesson ticket sale transaction. They are marked for deletion when the trial lesson is flown.
Max2 recognizes a range of different classes of membership. Each account has exactly one membership class at a time.
For trial lesson accounts things are very simple, the membership class is always Trial Lesson.
For proper accounts the membership class can be one of the following:
The membership classes are a fixed part of the design of Max2 and cannot be added or deleted by the operators.
Most of the information Max2 stores about a proper account such as the holder's name, address, telephone numbers and membership of sub-groups within the club can only be changed on a month by month basis. That is, Max2 stores one copy of this information for each account for each month. Any changes made apply to the whole month in which they are made.
Certain information can change more rapidly. This is referred to as the account balance information. It is stored on a transaction by transaction basis. Included in the account balance are the account's money balance, the amount of aerotow (in feet) owed to the account holder as a result of course purchases and the holder's membership class and type.
Each proper account can have one or more properties associated with it. A property is a value which is stored in the account record meaning that the account holder is a member of some subgroup within the club. For example, properties are added to accounts to indicate membership of the BBC group and to indicate tug pilots.
Properties can be used in either of two ways: to select which accounts are included in various reports and to modify the way in which accounts are charged for flying.
Operators can add and delete property types and can add or remove properties from individual accounts.
In addition to their membership class, ordinary and temporary members also have a membership type.
For Ordinary members this can be Full, Associate, Country and so on.
For Temporary members it can be One Day, 7 Days, Non-BGA, etc.
The membership type has certain attributes including a default fee and default joining fee and a list of up to three properties which are implied for accounts which currently have the type.
The default fee and default joining fee are used when a transaction for a membership sale is to be entered for an account. For ordinary members the default fee is reduced in proportion to the number of months left in the membership year. The operator can override these amounts if required. Typically, this is used in the case where the joining fee is waived.
Membership types can be created, modified and deleted by suitably authorized operators.
Proper accounts with course membership have a course type.
The course type defines the default fee and default aerotow credit used when a course sale transaction is entered. The operator can override these amounts if required. Typically, this is used when a course is sold as an "upgrade" from a shorter course.
The course type can also imply properties which all accounts which currently have that course type automatically have.
Course types can be created, modified and deleted by suitably authorized operators.
Trial lessons are also divided into types, such as: Standard, Evening Group, Club Member's Group, Donation.
Trial lesson types have a default fee which can be overridden by the operator when a trial lesson sale transaction is entered by the operator.
Trial lesson types can be created, modified and deleted by suitably authorized operators.
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