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Copying a Dues Basis Schedule

Paige Freeman
  • Updated

You must have Add access to the ProductSetup.MembershipDuesSchedule security application to copy a Dues Basis Schedule.

When it is time to increase rates for the next year, you can copy the dues schedule from last year using the Copy Dues Schedule option. A duplicate of last year’s schedule will be created giving you the opportunity to change the range and price options.

To copy a dues basis schedule:

  1. From the Membership Dues Schedule Maintenance page, select Copy Dues Schedule from the contextual menu next to the corresponding record in the grid.
  2. The Copy Dues Schedule page displays, as shown below.
  3. Enter the Schedule and Description for the new dues schedule.
  4. Select Copy and Manage Schedule Basis to create the new dues schedule and make changes to the schedule basis, or select Copy to copy the dues schedule as is.