Chapter 131: Generating Membership Orders (EGMO)

Purpose: Use the Generate Customer Membership Orders menu option to generate orders for standard customer memberships.

Process overview: You can choose to generate membership orders based on the membership type and release date. When you begin the generation process, the system:

• Selects each customer membership that is eligible to generate an order, based on the membership's status (which must be active) and next release date (which must be on or earlier than the selection date). If you specify one or more membership types, the membership must be one of the specified types, as well.

• Evaluates the customer membership for errors, and includes these memberships on the Memberships in Error Report. Errors are:

• Incomplete or incorrect payment information

• No items for the current rotation

• Selects each item to include on generated orders, based on the item's status (which must be active) and the rotation number (which must be the same as the current rotation for the membership header).

• Create orders, which it then evaluates in the same way as orders you load through the phone order interface; this edit flags errors such as a missing item price or invalid SCF/ship via combination.

• Puts orders that are in error in error status, and assigns them to a batch for editing; these orders appear on the Print Phone Errors report.

• Puts orders that are error-free in open or held status; these orders appear on the Order Batch Listing.

• Updates the customer membership with the next release date, shipment number, and rotation; also, changes the status if the membership is complete with the current order

• Creates refunds for any prepaid memberships that are closing with the current order.

Bill Me Later: See Bill Me Later Processing for an overview of this payment method, including special considerations related to membership orders.

Tokenization: If the credit card number for a membership order has been replaced with a token, the system bypasses credit card validation.

Loyalty memberships: The program ignores any loyalty memberships when generating membership orders. See Loyalty Memberships for an overview.

In this chapter:

• Generate Membership Orders Screen

• Memberships in Error Report

Generate Membership Orders Screen

How to display this screen: Enter EGMO in the Fast path field at the top of any menu or select Generate Membership Orders from a menu.

CSR0975 ENTER Generate Membership Orders 3/24/99 12:43:37 EZK Mail Order Up to release date . . . . . . 32499 Select membership types (opt) . . . F3=Exit F9=Generate orders F12=Cancel F24=Select company

Field	Description
Up to release date	The latest release date for the system to consider when evaluating customer memberships for order generation. Only standard memberships whose next release date is on this date or earlier are eligible to generate orders. The current date defaults, but you can override it. Numeric, 6 positions (MMDDYY format); required.
Select membership types	The membership type(s) for the system to consider when evaluating customer memberships for order generation. You can enter up to five membership types, or leave all these fields blank to evaluate all memberships regardless of type. Membership types are defined in and validated against the Membership Type file; see Chapter 128: Working with Membership Types (WWMT). Discount-only memberships: If you sell memberships for the purpose of applying a discount to customer orders, but that do not generate orders, you can use these fields to select other membership types and exclude the discount-only type. Otherwise, any discount-only memberships will appear on the memberships in error report because they do not include any items. Alphanumeric, five 2-position fields; optional.

Step-by-step instructions: Follow these steps to generate membership orders:

1. Optionally, override the date and/or enter any membership types to select.

2. Press Enter. The system validates your entries and highlights any fields you need to correct. Correct any fields and press Enter again.

3. Press F9.

The system generates the job GEN_ORDERS. The GEN_ORDERS job generates the:

• Memberships in Error Report

• Print Phone Error report: The GEN_ORDERS job generates this listing if any of the generated orders are in error. An example of an error is that the SCF/ship via combination is not valid. This job performs all of the same edits as the phone order load, and flags errors in orders based on the same criteria. Also, the Print Phone Errors report is the same report produced by the phone order load. See Order Entry Chapter 34: Loading Remote Orders (LPHO) for more information on this report and on fixing errors in generated orders through batch order entry.

• Order Batch listing: The GEN_ORDERS job generates this listing for any error-free orders it generates. The orders that appear on this report are in open or held status. If there were no errors for any orders, this report is generated by the PRTORDBTCH job instead of the GEN_ORDERS job. See Order Entry Chapter 30: Accepting or Rejecting the Batch for more information on this report.

Order transaction history: When you press F9 to accept an order that is part of the membership order batch, the system writes an order transaction history message indicating the user that accepted the order. The system writes an order transaction history message each time a user accepts the order so that you can track the users that changed an order in the membership order batch. You can review order transaction history messages on the Display Order History Screen.

An example of the order transaction history message the system creates when a user accepts an order that is part of the membership order batch is displayed below. The system includes an amount regardless of whether the change updated the order total.

Date	Type	Transaction Note	Amount	User
8/4/14	4	Batch order changed - Membership.	20.75	SFLYE

Membership orders without existing customer memberships: It is possible for the system to generate a membership order for which you cannot find the associated customer membership in the following situation:

1. You receive an order that includes a membership item and that is in error for some reason. For example, you receive an order through the order API, and the order includes both a membership item and another order detail line that is in error status because it failed an edit related to order line quantity. In this situation, the system creates the customer membership even though the order is in suspended status.

2. You run Generating Membership Orders (EGMO) and generate the membership order for the customer membership created through the suspended order.

3. You then reject the order or the order batch, removing the suspended order that originated the customer membership.

Because the customer membership no longer exists, the system does not generate any additional membership orders for the customer.