An order will not be renewed if the bill-to or ship-to customer is inactive.Any time after you create a membership order and make any necessary changes to specific details of the order, you can begin the renewal process.
An order will not be renewed if the bill-to or ship-to customer is inactive.
The renewal process creates a new proforma order (not just an additional order line) based on the original membership order, except with the next cycle Begin and End dates.
Organizations that have annual memberships (as opposed to anniversary memberships) need all memberships to end on a specific date each year. In Personify360, this is controlled by the end-date mask defined for the membership product (Mbr_Product.DEFAULT_END_MASK). End-date mask does not usually need to be considered in renewals, because typically the original membership ends on the defined end date.
The renewal process follows all of the rules defined for the new, renew-to membership product. The logic that is used for the renewal is similar to the logic that is used to create the original membership order for the product, except that renewal-related fields are also updated.
The system functions this way whether the renewal is being generated by ORD650 or manually from ORD001. The situation occurs:
where [order line being renewed]Order_Detail.SUBSYSTEM in (‘MBR’,‘SUB’)
and [order line being renewed]Order_Detail.PRODUCT_CODE <> Product_Rate_Code. RENEW_AS_PRODUCT_CODE
and [order line being renewed]Order_Detail.ORG_ID = Product.ORG_ID
and [order line being renewed]Order_Detail.ORG_UNIT_ID = Product.ORG_UNIT_ID
and [order line being renewed]Order_Detail.PRODUCT_ID = Product.PRODUCT_ID
and [order line being renewed]Order_Detail.PRODUCT_ID = Product_Rate_Code.PRODUCT_ID
and [order line being renewed]Order_Detail.RATE_STRUCTURE = Product_Rate_Code.RATE_STRUCTURE
and [order line being renewed]Order_Detail.RATE_CODE = Product_Rate_Code.RATE_CODE.
The renewal order follows the rules defined for the new Product_Rate_Code being used to create the renewal (i.e., number of months of membership, number of grace months, pro-ration).
The renewal process can be accomplish in one of two ways:
· Setting Up a Membership Order to Automatically Renew
· Manually Renewing a Membership
· Running the Mass Membership Renewal Process
Renewing a membership is an optional process.