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Follow these steps to create an order for membership dues using the Membership Enrollment Membership wizard:

1. Click the Membership Enrollment or New Member button found on a dashboard to launch the wizard.
   • By default, you can launch the Wizard wizard from the Membership Director profile's main dashboard (see About the Membership Director Main Dashboard) or from the default global Customer Management dashboard (whose button bar is shown in the figure) to Open the Customer Management Dashboard.
   • A user or an administrator can add this button to additional dashboards as needed.
     
     
2. Select a company option from the Company Mode drop-down. The available options are:
   
   
   • Existing Company: If the order is being placed for a company that is already in the system, enter the existing company in the Company field.
     • This field links to the Companies service.
        
   • New Company: If the order is being placed for a new company, the next step of the Wizard wizard will be to enter the company's information to create a new Companies record.
     • See  Creating New Companies Record through the Membership Enrollment Wizard for  for more details.
        
   • No Company: The order is being place for a person not associated with a company or is being placed directly on behalf of the individual and not for the company. (This is an important distinction from a billing perspective. If a company is specified, that company is the Bill To party for the order. If the order is being placed by an individual, then the individual is the Bill To party and no company should be specified.)

   

3. Click Next to continue.
4. The next page that appears in the Wizard depends on the Company Mode selected in the previous step. The options are as follows:
   
   • If the order is being placed for an existing company, the Person Selection page will appear. Go directly to the next step to select the appropriate individual for the membership order.
   • If the order is being placed for a new company, the Company Information page will appear. Enter the relevant company information on the Company Information step and click Next when finished.
     • See Creating New Companies Record through the Membership Enrollment Wizard for  for more details.
       
       
   • If the order is being place for an individual not associated with a company, the Person Selection page will appear. Go directly to the next step to select an individual to you want to enroll.
      
5. Select a persons option from the Person Mode drop-down. The available options are:
   
   • Existing Person: If the order is being placed for a person that is already in the system, enter the existing person in the Person field.
     • This field links to the Persons service.
        
   • New Person: If the order is being placed for a new person, the next step of the Wizard will be to enter the person's information to create a new Persons record.
     • See Creating New Persons Record through the Membership Enrollment Wizard for  for more details.

   

6. Click Next to continue.

7. Select the appropriate Membership Dues product from the Membership Dues Product drop-down menu.

   Note
   The price displayed in the drop-down list is the product's default price, excluding tax. The actual price that the member will be charged will vary depending on the characteristics of the Dues order.

8. Select the appropriate type of membership from the Membership Type drop-down.
   
   • To specify that this order is for an individual, change the Purchase Type to Individual.
   • To specify that this order is for a company membership, change the Purchase Type to Company.
   • The system uses this information to update Company or Person Membership information as appropriate.

   

9. Click Finish to open the newly created order.
10. Enter additional order lines, payment information, and other relevant information as necessary before saving the order.
    • See Placing an Order for Membership Dues from the Orders Service for  for more information about processing a membership order.

Creating New Companies Record through the Membership Wizard

The Membership Enrollment provides the ability to create a new record for a company that does not pre-exist in the system prior to ordering a membership product.

If the membership order is being placed for a new company (New Company is selected as Company Mode), the Company Information page will display. Enter the following information:

• Company Name: Enter the company name.
• Company Type: Select the company type from the Company Type drop-down.
• Company Address: Enter an address for the company.
  • You can only specify the Street address for the company through the Wizard. You can specify other addresses such as a Billing Address and PO Box Address, for the company once the Companies record is created. See the Creating a Companies Record section in the Companies Service topic of the Aptify Customer/Member Management Guide for details.
• Company Credit Information:
  • Specify the Preferred Currency for new orders placed on behalf of this company.
  • Specify the currency in which order credit is expressed in the Credit Currency field.
  • Specify the company's Credit Status with the organization and the company's Credit Limit (expressed in the Credit Currency), if it has approved credit.
  • Specify a set of GL accounts to use for orders (GL Order Level) and payments (GL Payment Level) involving this company.
• Main Phone Number: Enter the phone number for the company.

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Creating New Persons Record through the Membership Wizard

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• New Person Name: Enter the first and last name of the person.
• Person's Address: Enter an address for the person.
  • If you have specified a company for this person, the address that is entered here will correspond to the person's Home Address.
  • If you have not specified a company for this person, the address that is entered here will correspond to the person's Business Address.
  • You can only specify one address for the person through the Wizard. You can specify other addresses for the individual once the Persons record is created. See the Creating a Persons Record section in the Persons Service topic of the Aptify Customer/Member Management Guide for details.
• Person's Phone: Enter the phone number for the person.
  • If you have specified a company for this person, the phone number that is entered here will correspond to the person's Home Phone.
  • If you have not specified a company for this person, the phone number that is entered here will correspond to the person's Main Phone.

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After entered the appropriate information, click Next to continue the Wizard. If you selected the No Company option in the Company Selection step, the Person Credit Information will display. Enter the following information:

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