Manually Renewing a Membership

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. 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.

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.