MBR700 – Member Counts

This batch process updates the MBR_COUNT table and prints a report on membership statistics for the number of active orders, proforma orders, newly created active orders, and cancelled orders for every selected member group and customer. The report output also returns data on primary and non-primary group products that are associated with no subgroup.

In general, run this process on a monthly basis and then use the data in various reports that display trends.

This process was not designed to be able to go back in time. It has no way of knowing what the status of an order was in the past. For example, an order was in proforma status on June 1, activated on June 10th, then cancelled on June 20th, when you run the MBR700, it is going to report that membership as cancelled, even if you change the "MBR Count on Date". The system does not track the history of when an order went from proforma to active, or active to cancelled, so there is no way for the MBR700 to report on that data. The "MBR Count on Date" parameter is used to determine which orders are selected, but it is not used to determine what their status was as of that point in time. For that reason, it is recommended that MBR700 be scheduled to run automatically on the 1st day of each month.

The MBR_COUNT information displays on the Member Counts tab in Subgroup Central. Users can only update the Member Count information between MBR700 runs if they have the appropriate access-point permissions.

The "Include in CRM360"  checkbox on the Membership Structure Maintenance screen, is used to limit output for the MBR700 batch process. When checked, the MBR700 batch process will generate member count records (stored in the MBR_COUNT table) for memberships in the member group. As of 7.5.2, this checkbox is defaulted as checked for ALL new member groups (primary and non-primary). See Creating a Member Group for more information.

Parameters

The finished report displays all member counts. The report organizes member counts based on subgroup and member group. If a subgroup is not specified, the member counts will be displayed under the “NOT ASSIGNED” category. Levels 1, 2, and 3 are also displayed. Underneath each specific subgroup, member counts are shown for Proforma, New, Renewed, Continuing, Active, Cancelled, Transferred In, and Transferred Out. Grand totals are displayed at the bottom; each column is totaled.

·            New Count
Includes memberships where the Line Status code is Active and the Begin Date of the order falls in the month of the Member Count Date parameter and this order is not linked to a previous membership order.

·            Renewed Count
Includes memberships where the Line Status code is Active and the Begin Date of the order falls in the month of the Member Count Date parameter and this order is linked to a previous membership order.

·            Continuing Count
Includes memberships where the Line Status code is Active and the Begin Date of the order does not fall in the month of the Member Count Date parameter and this order is linked to a previous membership order.

·            Proforma Count
Includes memberships where the Line Status code is Proforma.

·            Cancelled Count
Includes memberships where the Line Status code is Cancelled and the Line Status Date of the order falls in the month of the Member Count Date parameter.

·            Transferred Out Count
Includes memberships where the Fulfill Status code is “X” (transferred) and the Line Status code is either Active or Cancelled and the Line Status Date of the order falls in the month of the Member Count Date parameter.

·            Transferred In Count
Includes memberships where the Fulfill Status code is “A” and the Line Status code is Active and the Begin Date of the order falls in the month of the Member Count Date parameter and the column TRANSFER_FROM_ORDER_No in ORDER_DETAIL is not null.

·            Active Count
New count + Renewed count + Continuing count + Transfer-in count.

Sample Report