Difference between revisions of "Using the NAHB - WMS Database Fields and Upload Tool"
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==Using the NAHB/WMS Upload Tool== | ==Using the NAHB/WMS Upload Tool== | ||
+ | To access the NAHB/WMS Upload Tool you need to go to the reports module. In the keyword search type in WMS. Click the green arrow next to the report to load the report. | ||
===Settings=== | ===Settings=== | ||
===Review the Data=== | ===Review the Data=== | ||
===Create the Export File=== | ===Create the Export File=== |
Revision as of 16:36, 29 July 2015
This page is under construction and contains incomplete data. Data listed here may also change before this document is complete. Please contact support with any questions.
To simplify the process of uploading member changes to the National Associtiaon of Home Builders (NAHB) through WMS each month we have built required fields into the system. Additionally we have a file export tool that will allow you to pull, error check and generate your monthly data upload for NAHB/WMS.
Contents
NAHB/WMS Fields
There are specific fields that are required for the different types of data to be given to NAHB. These fields are located in one of three locations depending on their purpose.
Member/Companys
Within the Members module on the general tab is a section called NAHB/WMS Information.
- HBA Number - This is the number for your Home Builders Association
- NAHB Company ID - The company ID provided by NAHB/WMS after they signup for membership.
- Primary Business Activity Code
- Secondary Business Activity Code
- Tertiary Business Activity Code
- Dollar Volume Code
- Number of Units Code
Representatives
Found under the Members module on the Representatives Tab is a section called NAHB/WMS Information.
- Contact Person ID (PIN) - NAHB/WMS generated representative ID
- Subscription ID (MSN) - NAHB/WMS generated membership subscription ID
- Spike HBA Number - HBA number for the spike(sponsor) of that membership
- Spike Person ID - Person ID(PIN) for the spike(sponsor) of that membership
Councils
Found under the groups module are 6 NAHB councils.
Each of these councils has a roster where you will add representatives who are members of the council.
After you've added a representative to a council you will be able to click on their name to access the following NAHB/WMS fields.
-
- [Council Name] Subscription ID (MSN) - NAHB/WMS generated council membership subscription ID
- [Council Name] Spike HBA Number - HBA number for the spike(sponsor) of that council membership
- [Council Name] Spike Person ID - Person ID(PIN) for the spike(sponsor) of that council membership
Setting up Renewal Fees
In order for the system to properly recognize which members have paid their renewals and in turn need to be reported as renewals to NAHB/WMS the renewal items need to be properly setup.
Setting up the Fee Items
Because your membership fees typically are split 3 ways or more the best way to configure these fees is by setting up Bundled Fees. Bundled fees will allow you to place multiple fees such as your local, state and national fees into a single membership fee so that your members see their simple fee but you can still easily have your income reported properly.
Before you can setup a bundled fee you first need to setup each of the smaller fees for local, state and national amounts. Below is an example of the 3 fees configured and the bundled fee item at the top.
Assigning fees for membership
Using the bundled fee you then need to go to your members module and to the account tab. In the membership fees and dues section you will choose to assign a fee item. Choose the bundled item that was created above.
Assigning fees for councils
Using the NAHB/WMS Upload Tool
To access the NAHB/WMS Upload Tool you need to go to the reports module. In the keyword search type in WMS. Click the green arrow next to the report to load the report.