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Membership Packages child form

Add - Association Dues

Add/Edit Association Dues Package Field Information

Modules > Membership > Associations > Find, List, Add, or Query Association > Association Profile > Dues Tab > Membership Packages > Add button. The Add - Association Dues Package page opens.

Below are the fields and their descriptions:

Dues Product Information

Field Required? Description
association Required Select the association that will sell this dues package.
business unit Required Select the association's business unit.
project Optional Select a project that was added when adding a business unit. You can search or query on this value later.
product name Required Create a unique product name for this dues package. Consider relating the product name to the type of membership.
description Optional Enter a descriptive phrase about this product.
start date Optional Enter or select a date to begin selling this dues package on eWeb.
end date Optional

Enter or select a date to stop selling this dues package on eWeb.

Note: If the end date is not set, the dues package cannot be removed. See Removing an Association Dues Package for more information.
sell online? Optional Select this check box if you want to sell this dues package on eWeb.
allow installment? Optional Select this check box if you want to allow members to pay for their memberships in installments.
do not discount? Optional Select this check box if you want to exclude this dues package from discounts.
collective dues package? Optional Select this check box if you want to allow collective dues to pay for this package.
post to web date Optional Enter or select a date to begin selling this dues package on eWeb.
remove from web date Optional Enter or select a date to stop selling this dues package on eWeb.
member type Required Select the Member Type that you are selling in this package. The drop-down list is populated based on the Member Types you created for this Association in the Membership Setup section of Overview.
initial status Optional The initial status is the membership status before the effective date is updated. Once the effective date is updated, netFORUM automatically 'flips' the status to whatever is set as the related status under the add related status link on the Add Membership Type page. For instance, if the related status is set to Active, it will change to Active upon renewal of the membership.

Dues Product Rate Information

Price Information

Field Required? Description
price lookup code Required Enter a unique code by which you can look up the price.
price/rate Required

Enter the price or rate for this dues package.
term length Required

Select the term for this membership dues package.

G/L Information

Files Required? Description
a/r account Required Select the account for Accounts Receivable from the drop-down list. The account you choose is debited every time you sell a dues package.
revenue Required

Select the account for revenue from the drop-down list. This account is credited when you sell a dues package and debited when you void an invoice in a closed batch.
return Required

Select the account for return from the drop-down list. This account is debited when an invoice is canceled. For most associations, the return account is the same account used for the revenue account.
liability Required Select the account for liability from the drop-down list. This account is credited when a paid invoice is canceled.
write off Required

Select the account for write off from the drop-down list. This account is debited when you create a write off. This is typically an expense account or the revenue account for the product.
deferred? Optional

Click this check box if the invoice payment is deferred. Once you select this check box, a drop-down list appears. Select an account from the drop-down list.

If you select this check box the following happens:

  • If a dues package is deferred, the deferred account is credited at the time the dues package is sold. This account is debited when the recognize revenue process is run for the appropriate period.

  • If you have slected the ‘deferred’ check box on the product, it is not credited until you run the recognize revenue process for the period in which the ‘recognize after’ date for the product is included.
prorated? Optional You must also decide if you want to prorate dues.
by Optional Standard proration options are by month or by quarter. If you use a different formula for prorating dues that is not accommodated, you can manage it yourself by setting up a dues package for the prorated dues amount and then specify the start dates and the end dates of the membership.
start period Optional  
prorate in first year? Optional netFORUM will prorate either the first year or second year of dues. You can choose to prorate the first year and charge the member only half of the regular dues invoiced right now, or prorate the second year of dues and the member would pay the full amount for this year and then the renewal for the next year would only be 50%.
taxable flag? Optional Ensure the association dues package is taxable by selecting the taxable flag