Current Member of UA
If a member has been added to UA then the membership must be
terminated PRIOR to creating a membership in the new org.
1.
Log into the Unknown Affiliate organization and organization unit.
2. Search and find
the current membership order. Open the order.
3. Right mouse
click on the selected line from the menu, choose Show Full Line Item Detail.
4.
From the Line Item Details screen, update the Order Line Information
field for Fulfill Status to be ‘Transfer’.
5. Click on the Products
Specifics tab at the top of the window.
6. Update the Status
Change Reason to be ‘Transfer’.
7. Update the Cycle
End Date to be the date of transfer (YESTERDAY)
8. From the screen
tasks, from Work with Orders, click on Show Financial Analysis.
Click on the Write-Off/Waiver button.
9. Write off the
remaining balance, matching the Line Total as a negative amount.
10. From the Order Information,
change the Line to update all lines.
Users need to update the List Demographics for the
individual. To do so we need to perform the following.
11.
View the CRM360 Screen for the constituent users are working with.
Click on the Constituent Preferences screen task and then Lists.
12. Highlight the Line for the
Pending Affiliate Transfer.
13. Enter the correct End Date.
14. Enter Comments as needed.
15.
Save 
before users return to the
Main Page.
Once the order has been terminated from UA, the member is no
longer a current member and can be added to the affiliate of their choosing.
Please refer to the Add Processing > Not a Current Member steps to finish.