Drop Processing

If a member is being dropped the membership order needs to be adjusted.  Drop Processing is based upon two types of drops

-          Dropped:  A member who is dropped is forcibly dropped due to reasons such as non-payment, ineligibility, etc.

-          Resigned:  A member who is dropped by choice is considered resigned, which could be due to the cost, retirement, etc.

Search for the order utilizing the CRM360 screen or choosing Find Customer.

1.    Open the order via the Orders and Donations tab from the Latest Interactions area.  If not displayed, choose View All to search for the order.

2.    From the order entry screen, locate the main membership parent product and highlight it.  Right mouse click on the order and chose Show Line Item Detail.

3.    The Line Item Details screen will display.  Switch to the Product Specifics tab.

4.    Update the Status Change Reason.

5.    Update the Membership Information to update with the correct Being and End Date.

6.    Save the line status changes and Close the window.

7.    Highlight the membership parent product and right mouse click to select Terminate at End. 

8.    On the Screen Tasks from the left click on the category Work with Orders and then click on Show Financial Analysis.

9.    From the Order Financial Analysis screen, click on the Write off/Waiver button.

10.  The Write-Off/Waiver screen will appear.  Update the correct Write-off Amount.

11.  Add Comments as needed to the write-off.

12.  Update the Write-off/Waiver Reason Code.

13.  Click on the Write-off button.

14.  Update the Line to the membership sub-product.

15.  Click the Write-off button to save and then Cancel to close the window.