There may be circumstances where it is necessary to setup next year’s membership period for a member who has requested a change or upgrade in membership. For example, a customer may want to change their membership from Regular to Life next year. This can be accomplished on the Order Entry screen, after the current membership order has been paid but before the renewal process has been run for next year.
As of 7.4.1SP1, manual renewals from Order Entry screen pick up the default parameter values from the default setup of ORD650 on the Job Parameters Maintenance (TRS002) screen. The following is a list of parameters defined on the TRS002 that are used during a manual renewal via ORD001:
Parameter |
Default Value (in case value is null or empty in default setup) |
|---|---|
MARKET_CODE |
RETAIN |
CC_ON_FILE |
BOTH |
RENEW_PROFORMA_ORDERS |
Y |
CREATED_INVOICED ORDERS |
N |
ACTIVATE_ZERO_DOLLAR_ORDERS |
Y |
USE_RATE_STRUCTURE_DEFAULT |
N |
RENEW_BY_BILL_TO |
N |
REFRESH_ZIP_LINKS |
Y |
ADD_DONATION_REQUEST |
N |
INVOICE_ON_START_DATE |
Y |
COPY_SHIP_VIA_FROM_ORDER_LINE (new parameter as of 7.5.0) |
N |
RENEW_EXPIRED_CC_INFO (new as of 7.5.0) |
N |
ORDER_METHOD (new as of 7.5.0) |
RETAIN |
For more information, please see Setting Up Job Parameters.
Cancelled
order lines themselves are not renewed ever. However, a zip-linked order
line will still be added to a renewal order if the Refresh
Zip Links parameter on the default setup of ORD650 is set to Y,
because the master membership product being renewed is defined to include
zip link products. Therefore, the renewal order will include a zip linked
product.
To manually renew a membership:
1. From CRM360® or Call Center, double-click
the current membership order.
The order is displayed on the Order Entry screen.
2. Select the membership line item.
3. From the Common Customer
Requests task category, click Renew the Order.
If the Membership product contains sublines that belong to the same Member
group, then the sublines will also be renewed. If there is a component
on the product, it should be added to the renewal order. The next membership
period order is created in Proforma status. The Rate Code can be changed
from One Year to Two Year or any other rate code change that is required.
Keep in mind that the receipt still needs to be created. See Creating
a Receipt for more information.
Alternatively, right-click the membership line item and select Renew
to renew that line item only.
If the member
is going to change to a different membership product, then the Transfer
process must be used to preserve continuing membership. Change the Line
Status to “Active” to use the Transfer process.