Creating a Dues Basis Schedule – Web Client Help Center

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

There are two kinds of schedules that can be set up: Schedule and Commission.

Schedule: the dues amount is a fixed value based on the dues basis range. This is the most popular method of setting up the dues basis range table.
Commission: the dues are calculated by percentage of the basis value that is selected in the basis value range table. A major feature includes the ability to assign an amount for each portion of the whole dues basis and adding them up, which is called Cumulative dues. For example, if there are four ranges, each of 1,000, and the dues basis is 4,000, then for each of the 1,000s the percentage can be different and calculate an amount for each row that is then added together.

To define a basis dues schedule:

From the Product Settings page, select Membership Dues Schedules.
The Membership Dues Schedule Maintenance page displays, as shown below.
Select the +New Dues Schedule hyperlink.
The Add Dues Schedule page displays, as shown below.
Enter the Schedule code.
The system automatically assigns a schedule code, but it can be changed.
Enter a Description.
Select the Schedule Method from the drop-down.
The fields on the Edit Schedule page will change according to the option selected. See the appropriate section of the table below for more information.
Select the Category from the drop-down.
Select the Type from the drop-down.
Set the Active toggle, if necessary.
To control the number of associates that can use the basis dues schedule, set the Enforce Associate Limit toggle to YES and enter the Default Associates Allowed.
For more information on controlling the number of associates
Select Save and Manage Schedule Basis to add a schedule detail.
From the Schedule Basis page, select +New Basis to add a new schedule basis.
The Add New Dues Schedule Basis page displays. The fields available on this page will change according to the Schedule Method option selected. See the appropriate section of the table below for more information.
For a Schedule Method of Schedule:
1. Enter the Min Basis.
2. Enter the Max Basis.
3. Enter the Full Dues.
4. Enter the Min Adjust.
5. Enter the Max Adjust.
6. Enter the Write Off Limit.
7. Set the number of Associates.
For Schedule Method of Commission:
1. Enter the Min Basis.
2. Enter the Max Basis.
3. Enter the Base Amount.
4. Enter the Percentage.
5. Set the Cumulative toggle as necessary.
Click Save. The new Basis is added to the grid on the Schedule Basis page.
You can return to the Schedule Basis page at any time to make updates or changes using the Manage Schedule Basis option in the contextual menu on the Membership Dues Schedule Maintenance page.

Membership Dues Schedules with a Schedule Method of Schedule have the additional option to restrict associates by Class. For more information, please see Defining Associate Limits within Dues Schedule.

Screen Element	Description
Schedule Information
Schedule	Text box. This value is automatically generated by the system. It is a unique ID number associated with the schedule.
Description	Text box. A description of the Schedule ID.
Schedule Method	Drop-down. The descriptive name associated with the Schedule code, indicating that the membership rates will be based on this approach. For example, Schedule or Commission. The fields on the Schedule Basis page change based on the option selected. Values in the drop-down are populated based on the fixed codes defined for the MBR "SCHEDULE_APPROACH" system type.
Category	Drop-down. Indicates this schedule will be based on a history of the customer’s reported revenue. Other categories often include Staff Size and Graduation Date. Values in the drop-down are populated based on the non-fixed codes defined for the MBR "BASIS_CATEGORY" system type.
Type	Drop-down. Indicates that the dues assessment will be based on a number provided by the customer. The options include Basis Date and Basis Value. Values in the drop-down are populated based on the fixed codes defined for the MBR "BASIS_TYPE" system type.
Active	Toggle. When set to YES, it signifies the schedule is active.
Control the Number of Associates
Enforce Associate Limit	Toggle. When set to YES, the Default Associates Allowed field is enabled and only a limited number of associates can receive member benefits. For example, if your association has 500 employees, then you can receive two associates.
Default Associates Allowed	Text box. Only enabled if the Enforce Associate Limit toggle is set to YES. This allows you to specify the default limit of associates receiving member benefits. This number defaults in the “Associates” field in the Schedule Basis.
Associate Class Restrictions	Contextual menu option. When selected, the Associate Class Restrictions page displays. See the Defining Associate Limits within Dues Schedules topic for more information.
Schedule Basis (Schedule)
Min Basis	Text box. Indicates the minimum dues basis for the first range (in number of months).
Max Basis	Text box. Indicates the maximum dues basis for the first range (in number of months).
Full Dues	Text box. Indicates the dues amount assessed by a member in this basis range.
Min Adjust	Text box. Indicates the minimum amount that is required to activate the active member product.
Max Adjust	Text box. Indicates that no more than this amount will be accepted as payment for the active member product.
Write Off Limit	Text box. Indicates the maximum dues write-off available to the active basis range.
Associates	Text box. This allows you to specify the limit of associates receiving member benefits. When the associates are limited by class, the total of associates allowed are set here across all classes for that level.
Schedule Basis (Commission)
Min Basis	Text box. Indicates the minimum dues basis for the first range (in number of months).
Max Basis	Text box. Indicates the maximum dues basis for the first range (in number of months).
Base Amount	Text box. A default amount that is assigned for this row before the percentage basis is calculated. This amount is optional.
Percentage	Text box. Used in the calculation to multiple against the whole dues basis amount if it falls into a range row. If Cumulative is selected for this row, then multiply only that portion of the dues basis that falls into this row.
Cumulative	Toggle. This determines if the dues basis amount is a graduated pricing scheme. All rows must have this toggle set to YES, except the last row is not required. If it is not required in the last row you would use a base amount for the highest range.