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Changing Membership Order Line Details
Certain circumstances may require that membership-specific
details of an order be changed. For example, the begin date, end date, or
initial begin date may need to be changed or specific renewal options may need
to be defined. The Membership Information section, as highlighted below, on
the Product Specifics tab includes the membership-related fields. To access
the Line Item Details screen, right-click the appropriate line item and select Show Full Line Item Detail.
The following options can be configured on the Product
Specifics tab of the Line Item Details screen to accommodate any special
circumstances:
Begin Date and End Date - changing the Begin Date or End Date will
have an effect on the pricing since the organization is using the proration
feature. Users may want to change the Begin Date and/or End Date of a
membership if the member would like to defer their begin date to the next month
or a month in the future. The End Date will stay the same. In some cases, users
will need to shorten the end date to give a member less months of membership.
(i.e. drops, membership changes) Select the appropriate End Date from the
drop-down calendar. Changing the End Date will not affect the Begin Date
Initial Begin Date –
changing the Initial Begin Date of the membership product will only change this
order. This can be different than the Begin Date selected.