Membership benefits can be given to employees of companies. The membership product would be tied to a rate schedule, instead of having a flat rate. The rate schedule definition requires that the company has a dues basis item for that rate basis type. If the dues basis item has not been defined BEFORE order creation, an error will be displayed when you try to add the membership product to a customer who is missing their basis value.
The number of allowed associates, which the customer granted membership benefits by the member company, is defined through the Dues Schedule during the setup of the membership product. Associates are then added through the Edit Corporate Associates task for the company’s order line on the Order Entry screen.
From CRM360®, 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. For more information, please see Defining a Constituent's Dues Basis in CRM360.