Before You Begin with Membership

·            Confirm you have the Membership Manager persona selected from the My Role drop-down.

·            Confirm with the system administrator that all system codes have been entered.

·            Verify a license key exists in the APP_Subsystem table for the MBR system.

·            Define the Org, Org Unit, one or more financial companies, and all relevant GL accounts.

·            Verify the MBR_Group_Detail record for the Level 1 code that will be used for the membership product exists and is active.

·            Assign a revenue account to a membership. It is required that membership accounts receivable (AR) and prepaid liability (PPL) revenue account pairs are defined.

·            Define a default, non-revenue GL account.

·            Establish a default Rate Code for a membership product.

·            Verify a subgroup exists as an active record in the Customer table with a record type of “S”. This is only needed if a product will be linked to a subgroup record.