Membership and Level Setup – Web Client Help Center

On the Membership and Level Setup page, you can edit the membership and level setup that was created during Membership product creation.

To access the Membership and Level Setup page:

From the Membership Product Summary, select Membership and Level Setup from the Membership tab.
Alternatively, from the Membership Product Summary, select Edit Membership and Level Setup from the Primary Structure section.
The Membership and Level Setup page displays.
To edit the fields on the page, select the edit pencil icon to open the fields for edit.

Screen Element	Description
Level 1	Drop-down. This field is used for reporting purposes to separate the major segments of the membership group. For example, Individuals, Companies, or Chapters. The available values are populated based on the fixes system type RECORD_TYPE.
Primary	Read-only field. Within a structure, it is convenient to designate one value as being primary when describing a customer. The status is based on the Level 1 membership structure.
Total Number of Memberships including Associates	This field is only applicable for YMCA and JCC clients. Numeric value. The maximum number of members on a membership. This is so some membership products have 1 member, 2 members, 3 members, etc.
Total Adult Memberships for eBusiness	This field is only applicable for YMCA and JCC clients. Drop-down. Indicates the total number of adult members allowed with this membership. Values in the drop-down are populated based on the codes defined for the USR "USR_ADULT_NUMBER" system type.
Include Zip Links	Read-only field. When this product is purchased, the system automatically includes an zipped mapped products with the same parent product code. The status is based on the Level 1 membership structure.
Zip Linked	Read-only field. This product contains a zip mapping to allow an automatic population of the order record with an appropriate chapter. The status is based on the Level 1 membership structure.
Child/Dependent Memberships for eBusiness	This field is only applicable for YMCA and JCC clients. Drop-down. Indicates the total number of dependent members allowed with this membership. Values in the drop-down are populated based on the codes defined for the USR "USR_CHILD_NUMBER" system type.
Level 2	Read-only field. The value is set during Membership product creation.
Level 3	Read-only field. The value is set during Membership product creation.
Associate Class	Read-only field. The value is set during Membership product creation.
Start Mask	Date Chooser. The start mask at the membership product level that controls the logic used by the system to set the start date on new membership orders.
End Mask	Drop-down. The end mask at the membership product level that controls the logic used by the system to set the end date on new membership orders. This value sets the Cycle_End_Date. In addition, this end mask will look at the Length in Months field found on the Rates and Pricing page. If you have a value that is less than “12” in the Length in Months field, the membership period will reflect a shorter term. For example, if you have a start mask of First of the Month and end mask One Year Plus, and a Length in Months of 6, the membership start date will be 11/1/2012 and end date will be 4/30/2013.
Linked Customer	Search field. When a linked customer is selected, a cross reference is defined for a Membership product and a subgroup record. Subgroups are populated based on customers who have purchased certain membership products. This is done by linking your newly created subgroup to a membership product. Any customer who then purchases that product will automatically be added to the linked subgroup. A subgroup can be linked to either a single membership product or multiple membership products. On the Subgroups screen, this value must exist to calculate the membership total. Multiple products can be linked to the same subgroup product. For example, if you have you have a D.C. Chapter, New York Chapter, and Boston chapter, you can link all three chapters to the same subgroup. All three of these chapters' members would belong to that subgroup.
Renewable	Toggle. When set to Yes, indicates the active membership product can be renewed.
Renew Components	Toggle. Indicates that any components associated with the active membership product will be renewed when the membership product is renewed.
Recalculate Renewal	Toggle. Determines if the renewal should be recalculated from the dues schedules or if it should simply accept last years amounts. This is important for negotiated rates in trade association situations. When a product is renewed and this toggle is set to Yes, the system looks for the new pricing and applies it to the order.
Include in Count	Toggle. When checked and a Linked Customer has been selected from the Secondary Membership Reporting Structure section, a cross reference is defined for a Membership product and a subgroup record. This is required to include this product in the MBR700 Member Counts process.