Member Renewal Process Profile
A Member Renewal Process is created for every membership that is enrolled in automatic renewal. You can activate automatic renewal for new members during their initial membership purchase or add it to existing members from their Membership Profile pages.
Member Renewal Process Profile Information
The Member Renewal Process Profile displays the following information:
Field | Description |
---|---|
processing mode |
Displays the mode in which netFORUM is currently processing the renewal. netFORUM processes renewals in the following modes:
|
renewal batch code | Displays the user-entered code of the batch netFORUM will use to renew this membership. |
expire date from | The user-selected date that starts the date range to check. |
expire date through | The user-selected date that ends the date range to check. |
The Billing section of the Member Renewal Process Profile displays the following information:
Field | Description |
---|---|
proforma? | Displays Yes or No. The default is Yes. |
renewal invoice batch | The accounting batch in which to add the renewal invoices |
invoice date | Displays the batch date for this invoice. |
invoice terms | Displays the user-selected terms of this invoice. |
The Scheduling section of the Member Renewal Process Profile displays the following information:
Columns | Description |
---|---|
task type | Displays the user-selected type of task. |
run task datetime | Displays the date and time that the task is scheduled to run. |
status | Displays the status of the task. |
notify template | Displays the full name of the template netFORUM will use for the notify e-mail. |
notify e-mail | Displays the email address that netFORUM sends a notification to when the notify conditions are met. |
notify conditions |
Gives you the following conditions to meet before netFORUM sends a notification email: on start? on success? on completion with errors? on failure? |
Member Renewal Process Actions
You can perform the following actions from the Member Renewal Process Profile:
- Run a renewal process report
- View Task Progress
- Stop Task
- Remove records with no renewal invoice
Member Renewal Process Child Forms
The child forms section of the Member Renewal Process Profile is divided into the following child forms:
- Batch Renewal Summary
- Error Detail
- History