Same Year Reinstatement Processing
Members may reinstate their membership as after previously being
dropped. Members are only allowed to reinstate for their entire years dues.
For example, if a member had dropped for any reason as an active member, that
member may only reinstate for the full year and pay the full years dues. This
can only be circumvented by using a waiver.
1. To reinstate a
member in Personify, locate the member order via CRM360. Open the order.
2. Highlight the
main product line, and right mouse click to select Show Full Line Item Detail
from the drop down menu.
3.
Update the Fulfill Status from Terminate at End to be Active.
4. Switch to the Product
Specifics tab at the top of the window.
a. Update the Status
Change Reason to be Reinstatement
b. Update the End
Date to be 12/31
c. Save
& Close the Line Item Status window.
5.
In the Screen Tasks, go to Work with Orders > Show
Financial Detail. The order financial analysis screen will display.
6.
Click the Write Off button to get the Write-Off/Waiver screen to
appear.
7. Update the Write-Off/Waiver
Reason Code to be Write-On Reinstatement.
8. Update the Comments
to be Reinstatement.
9. Update the Write-Off
Amount to be exactly what was written during the drop process.
Note: To see
this information users may need to review the financial transaction analysis
prior to doing the write up of dues. This could be due to a previous waiver.
IF a waiver is invovled, please contact your Dues Accounting Representative
PRIOR to writing on balances.
10.
Click the Write off Button.
11. From the Order Information
section, update the Line drop down to be the next numeric line. Repeat
the write off process for each line on the order.
12. Once complete, click the Cancel
button.
13.
Users can then close the Order Financial Analysis and Refresh 
the Order
Entry screen.