Membership Enhancements

·         Corrected the Credit Card EFT payments process to ensure that a valid backup of the actual transmittal file is produced using the following name format: EFTCxxxxxx.  Due to a logic flaw, the file was created but the data records were not copied.

·         Modified step 4 of the EFT CC Payments process to flag step 4 as completed successfully when the EFT control table file specifies *NONE as the credit card return processing program.  A value of *NONE indicates that your organization does not process auto returns from your clearing house. 

  • Corrected flaw in the “Membership Report Datamart” build program that caused the activity type field to be populated with incorrect data.

·         EFT and Fixed term membership sales, changes and renewal panels have been modified:

    • Display panels updated to current visual standards of color and field alignment
    • Removal of the F6=Billing function key
    • Added display of the standardized payment options window upon completion of sale/change that allows the user to choose one-time payment or create a billing plan. 
    • Removal of obsolete data entry elements
    • Added additional notations on sales panels that inform the sales representative of applicable joining fees without the need to press F7=Joining Fees.
  • Membership renewal process has been modified:
    • Begin date of the membership will now equal the end date of the membership being renewed plus 1 day
    • If the membership end date is based on the membership begin date, the membership end date will be set to the begin date plus the length of membership less 1 day.  (i.e. begin date = 10/5/04, length = 12 months, end date will be 10/4/05)
    • If the membership end date is based on the parameter value of *1OR15, the end date will be set to the begin date plus the length of membership less 1 day then adjusted to the next available 1st or 15 less 1 day.   In other words, the end date will always be the 14th of the month, or the last day of the month.
    • These changes were made to correctly track membership statistics.  Previously, when renewing a membership that was set to end on the last day of the month, the new membership was started on the same day and for a 1 year membership set to end on that same day 1 year later. (An end date of 10/31/04 would renew as 10/31/04-10/31/05 resulting in a membership that is valid for a year and a day.)  This caused the member to have two active memberships on the last day of that month causing the membership statistics datamart to count them twice, thereby overstating the number of active memberships.
  • Facility access status of *OK or *DENY has been modified to always display the Reason for Deny panel when performing the Work with Member option (WM).  Previously, the Reason for Deny panel was only displayed the first time the member's status was set to *DENY.  Then the message would only appear when the member was scanned during facility access.
  • The following processes were modified to retain membership group code assignments:

            1) Change membership type (EFT or Fixed term)                      

            2) Change from Fixed Term to EFT membership                        

            3) Change from EFT Membership to Fixed Term Membership             

            4) Membership Renewals                                             

      • Since the process for renewals already allows a group code to be specified without checking the group code discount renewable flag, the code was modified to default to the current group code.  The user may clear the group code and/or discount information as necessary.
  • Membership Activity Report
    • Begin Total, New, Renew, Terminate, Cancelled, End Total, etc.
    • Ability to select branches, types, major/minor, detail/summary, dates.
    • Print or send output to a file. Then email yourself the results.
    • Consolidated reporting.
    • Audit reporting by Member, date & actual user that entered the data.
  • Membership Activity Report screen crashes when removing type selections.  The error was encountered as a result of the display exceeding the maximum number of membership types allowed.  The maximum allowed was 99 and you had 100.  When attempting to remove record number 100, the program counter was reset to zero thus producing the error.  The program and display file were modified to accept a maximum of 9,999 membership types.