Associations can run the ORD650 Renewal Process to create renewal orders for monthly, anniversary-based, or calendar-based memberships. This process is very dynamic in many ways to satisfy the membership renewal strategy of the association. The selection of options in the report parameters gives the ability to work with subsets of the membership for special processing.
The following scenarios are examples of the different ways in which to run ORD650:
· If membership orders include separate subscription orders that should renew with membership, then leave the Parent Product parameter blank. This forces the subscription products that have the same End Date as membership to remain in the order, but it also renews all subscription orders outside of membership. If the Rate Code in the subscription orders distinguishes them between membership and stand-alone orders, add the membership Rate Code selection to the Advanced Filter.
· If there are complimentary or lifetime memberships that are zero dollars, then set the parameter Activate Zero Dollar Orders to ‘Y’. Create an Advanced Filter for Product Code using the operator “In” to include all of these zero dollar product codes. Create a user setup for this scenario. This setup should be run first to eliminate all memberships that require Activate Zero Dollar Orders.
· If the association collects membership dues for unpaid orders in the past year, as well as the next year, then set the parameter Renew Proforma Orders to ‘Y’.
· If a trade association has all of the associates belonging to one company consolidated into one order for payment, then set the parameter Renew By Bill To to ‘Y’.
The MBR655 process creates printed renewal notices for all proforma and unpaid orders that were created during the ORD650 process. For more information on these processes, see the “Membership Reports” section below.
The following scenarios are examples of the different ways in which to run MBR655:
· If the association collects membership dues for unpaid orders in the past year, as well as the next year, then set the “Include Old Balance in Notice” parameters to ‘Y’.
· If the association wants different messaging printed on first and second renewals, then enter text into the parameter Message Text and create an Advance Filter for Renewal Notice Count with the operator “Equal to” of 1, 2, or 3. Separate user setups should be created for each notice for ease of use of staff.
· If you send out data files to your mail house for renewal printing, then add the table MBR655_PROCESS to your Membership Universe. Create a Data Analyzer report to output an Excel or Text file with all your required columns. Include a prompt for the job key of your production run of MBR655.