Creating a dues product entails setting up the product as a subscription to recognize the revenue over the duration of the membership and indicating that the product is a dues product to update the person's or company's membership status. Follow these steps to create a membership dues product:
These instructions focus on how the process for creating a dues product differs from creating a standard product. Therefore, configuration items that are the same for dues and basic products are not described in detail. For more information on items that are common to both dues and basic products (such as Product Categories and General Ledger (GL) Accounts), see Managing Basic Products. |
If the subscription type desired is not listed, contact the system administrator. An administrator can create new Subscription Types records as needed. See About the Subscription Types Form for more information |
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Be sure to consider both subscription type and issues together. If the subscription type is left at the default Annually, and 12 is entered in the Issues field, the order placed for the membership product will be for a 12 year subscription that is fulfilled once a year. To set up a one year subscription that is fulfilled each month, select a Monthly subscription type and 12 issues. |
By default, the system changes the Member Type of a Persons record or Companies record to the specified Member Type when the membership product is purchased. However, note that the system does not change the Member Type back to a non‐member status when the membership expires. This allows for an arbitrary grace period to be established. A view can be set up to list all persons or companies whose memberships have expired for X number of days, and then a user can manually change the membership for these records back to a nonmember type. The Entity Bulk Operations wizard can also be used to update a large number of records. See Administering Entity Bulk Operations for more information about the Entity Bulk Operations wizard. |