Creating a Membership Order

Membership products are different from other products in the following ways:

 

Although membership products are unique in the ways listed above, they are similar to all products in Personify in that order creation stems from the Order Entry screen. From the Order Entry screen, to complete the creation of an order, the following steps are necessary:

1.    Add a membership product to the order.

2.    Define shipping information (only necessary if an inventoried product is also added to the order as a benefit of the membership).

3.    Create a receipt for the order.

 

Below is a description of the lifecycle of a membership product order:

Task

Line Status

Fulfill Status

When you add a membership product to your order

Defaults to PROFORMA

Defaults to ACTIVE

When PARTIAL payment is made to the membership product (Short Pay Code = REJECT)

No Change to Line Status, remains in PROFORMA

No change to Fulfill Status

When FULL payment is made to the membership product (Short Pay Code =REJECT)

Changes from PROFORMA to ACTIVE

No change to Fulfill Status

When you cancel a membership product (Currently in Proforma Status)

Changes from PROFORMA to CANCELLED

No change to Fulfill Status

When you cancel a membership product (Currently in Active Status)

Changes from ACTIVE to CANCELLED

No change to Fulfill Status

When you renew your membership product to a new order

Old Order:  Line Status = ACTIVE (or PROFORMA)

New Order:  Order Status = PROFORMA, Line Status = PROFORMA

No Change to Fulfill Status

If you have a membership order that starts in UNAPPROVED

UNAPPROVED

ACTIVE

When PARTIAL payment is made to the membership product from Unapproved (Short Pay Code = REJECT)

UNAPPROVED (If you approve the line, it will go to PROFORMA)

No change to Fulfill Status

When FULL payment is made to the membership product from Unapproved (Short Pay Code =REJECT)

UNAPPROVED (If you approve the line, it will go to ACTIVE)

No change to Fulfill Status

If you have a membership order where an advancement was done

First NATL line will be ACTIVE or PROFORMA

Second NATL line will be ACTIVE or PROFORMA

First NATL line will be Terminate at End

Second NATL line will be Active