Using the Corporate Associates screen, you can enter new associates that have the same address as the customer, add linked customers as corporate associates, and add non-linked customers as corporate associates.
Associate customers can be added as order sub-lines to a company’s membership order so that each named “associate” customer receives membership benefits. The membership rules determine how many associate membership slots are allocated per member company. The ship-to customer will be changed on each of these lines to link to the associate’s customer record. If the company needs to change an associate mid-term in the membership, they will use the Transfer function to accomplish this.
If you modify this list after a Membership order is activated, a message displays asking you if you want to recalculate the CAC product dues. This message displays if you set the RECALC_NAMED_ASSOC_DUES application parameter to “N”.