[ Selectors ]

Account Selectors #

Account selectors are used to select proper accounts (that is, accounts other than those for individual trial lessons). They are used for

Unlike transaction selectors, account selectors only select from the current month. The exception is when they are used as a subsidiary selector on the transaction selector - in that case, the month of the transaction in question is used as the month in which the checks are made.

Accounts must match all of the parts of the account selector in order to be included in the selection. When Max2 starts the account selector is set to match all accounts.

The Standard Selections menu item allows this default to be restored as well as the setting of other selections which are commonly used.

The following sections describe each of the account selector parts in turn. Use the tabs across the top of the form to select the pages containing these parts.

Account Range #

Selects accounts by their account number. The start and end fields are the lowest and highest (inclusive) account numbers to be included in the selection. Typically these can be the same when a single account is to be selected or ranges (e.g., "A" through "F999") can be selected to, for example, split up the statement run into easily handled parts.

Account numbers are compared in normal alphabetical order, with letters after digits, except sequences of digits are compared separately. Normally this will mean that numbers are effectively compared on numeric value but there can sometimes be some surprising effects. If a number starts with a zero then it can sort after numerically smaller numbers. E.g., these account numbers are in order: B, B0, B2, B3, B01.

Address #

Selects accounts which are or which are not flagged as having their statements to be kept at Booker for collection. Typically, one statement print run will be done for those to be posted and one for those to be collected.

Also selects accounts with an initial substring of their postcode matching a given string. Could be used to find people local to the airfield, for example.

Membership #

Selects accounts on membership class and, within some classes, the membership types (ordinary or temporary or course).

If a membership type is given then it will only be used to select accounts with an ordinary or temporary membership class. Accounts with membership class course, for example, will not be affected. If they're not wanted then the check-box for the course membership class should be cleared. Similarly for a given course type and accounts with ordinary, temporary or no membership class.

Non members selects accounts which exist but which do not have a membership, because they have not yet had a membership or course sale or because a membership closure has been done.

Non-existent accounts selects accounts which don't exist. For most normal operations non-existent accounts will never happen but when an account selector is used as a subsidiary to a transaction selector it could be that a transaction is "orphaned" - it references an account which has been deleted.

Properties #

Selects on the properties set on the account and those implied for the account by its membership or course type (if any).

Up to three properties can be tested for separately. Each can be tested for the account having the property (Has) or not having the property (Has Not).

Ordinary Membership Expiry #

Selects accounts with ordinary membership based on the date of expiry of their membership. This is the end of March following the membership start month.

All accounts with membership classes other than ordinary (temporary, course or trial lesson) are selected (i.e., not rejected) by this rule.

Money Balance #

Selects accounts based on their money balance. This applies to all proper accounts.

Course Aerotow Balance #

Selects account based on their aerotow credit. Typically this is used for course accounts though it actually applies to all proper accounts.

Number of Members #

Selects accounts based on the number of members on the account. Typically, each account has only one member but a few family memberships share an account and a few special purpose accounts have no members specifically associated with them (or those members are already counted against another account).

Date of Birth #

Selects members based on their recorded date of birth. Can be used for renewal of junior memberships, for example.

Transaction Recency #

Selects accounts based on the most recent month during which a transaction was posted relating to the account.

Account Deletion #

Selects accounts based on whether they have been selected for deletion - that is, not to be copied to the following month's state file.

Trial Lesson Group Fixed Price #

Selects accounts based on whether they have a fixed price for flights - typically used for trial lesson groups.

Communication Details #

Selects accounts on whether they can be communicated with in certain ways.