Write Order Messages for Membership Rotation (K04)
Purpose: Use this screen to specify whether to write an order message indicating the next date when a membership order is scheduled to ship.
Select this field to have the system write an order message flagged to print on pick slips when you:
• create a new customer membership in order entry or through the order API, or
• generate a membership order through Generating Membership Orders (EGMO), resetting the next release date for the customer membership based on the shipment interval or the fixed shipment date specified for the membership program
What does the order message say? The order message provides the Description of the membership program and indicates the Next release date for the customer membership.
Example: |
Membership program MEMB123 has a description of COFFEE OF THE MONTH. You sell a customer this membership program in order entry, and the initial release date is June 1, 2008. The system writes an order message: COFFEE OF THE MONTH TO SHIP 06/01/2008 on the order that creates the customer membership. This message prints on the pick slip for the originating order. When you use Generating Membership Orders (EGMO) to generate the first membership order, the system changes the Next release date for the customer membership to July 1, 2008, and writes an order message on the generated membership order: COFFEE OF THE MONTH TO SHIP 07/01/2008. The order message prints on the pick slip for the generated order. |
What about customer memberships that don’t generate orders? The system writes the order message only for standard customer memberships that generate orders. It does not write the order message for loyalty memberships, or for discount-only memberships (that is, standard memberships that do not include any item details).
If you enter a customer membership on a quote: If you enter a customer membership on a quote, the system writes the order message for membership rotation; however, the next ship date in the message may not represent the next date when a membership order is scheduled to ship. Regardless of the next ship date specified for a customer membership, the system does not create a membership order for a customer membership entered on a quote until the quote is converted to an order; see Entering Customer Memberships in Quote Entry.
When the customer membership is complete: When the Generating Membership Orders (EGMO) changes the status of a customer membership to Complete, it does not write the order message on the generated order. A customer membership is flagged as complete when the number of specified rotations for the customer membership has been reached, or all items on the customer membership have been canceled.
Leave this field unselected if you do not want the system to write an order message to print on pick slips when you create a new customer membership or generate a membership order.
For more information: See:
• Working with Membership Programs (WWMP)
• Working with Customer Memberships (WWCM)
• Generating Membership Orders (EGMO)
• Entering Customer Memberships in Order Entry
