The Dues Basis History screen displays, as shown below.
You can define a basis type that describes the type of membership dues basis. Trade members typically have dues that are based on a membership basis value that changes from year to year. Renewal dues are calculated based on last year’s basis. If the company updates the basis value, the dues need to be recalculated.
To define a dues basis:
1. From the Financial Data task category in CRM360, click Dues Basis.
The Dues Basis History screen displays, as shown below.
2. Click Add.
3. Select the Basis Category from the drop-down.
This is the method by which the dues basis is set. For example, Quantity Sold, Revenue Size, or Staff Size. Values are populated based on the non-fixed MBR "BASIS_CATEGORY" system type.
4. By default, the Start Date is set to today. Change this if necessary.
5. Select the Basis Type from the drop-down.
This is the type of basis that determines the dues. If you select “Basis Date”, you do not need to enter the Basis Value. If you select “Basis Value”, you do not need to enter a Basis Date. Values are populated based on the fixed MBR "BASIS_TYPE" system type.
6. Enter the Basis Value or select the Basis Date from the drop-down.
Depending on the option selected from the Basis Type drop-down, the appropriate field will be enabled.
7. If necessary, select the End Date from the drop-down.
8. Click Save.
Click the Main Page link to return to the overview page, see image below.
