Sections
Reinstatement Processing
Section Members may reinstate their membership as after
previously being dropped. Members are only allowed to reinstate for the entire
year dues. For example, if a member had dropped for any reason within the first
quarter, that member may only reinstate for the full year and pay the full
years dues.
Section members are also required to pay when reinstating
their membership. Payments to the membership order will automatically write-on
previously written off balances. However, users must update the membership
cycle end date, and the fulfillment status for renewal processing at the end of
the year.
Payment on the order can be made before or after these
steps.
To reinstate a
member in Personify, locate the member order via CRM360® or through the Order
Entry screen:
1.
Highlight the main product line, and right mouse
click to select Show Full Line Item
Detail from the drop-down menu.
2.
The current fulfillment status should say
Terminate-at-End. Select ‘Active’ from the Fulfill
Status drop-down menu.
3.
Click on the Product Specifics tab at the top of the window. Update the
following fields:
a.
Select ‘Reinstatement’ from the Status Change Reason drop-down menu.
b.
Within the Membership Information section of the
screen, update the End Date to be
12/31 of the current year.
c.
Click the Save
button to save your changes. Then click Close
to close the Line Item Status window.
