Working with Membership Types (WWMT)

Purpose: Use the Work with Membership Type menu option to define membership type codes. You can use these codes to group and identify membership programs for informational or reporting purposes, or as selection criteria when you are generating membership orders. See Membership Overview.

Loyalty memberships? The membership type also controls whether a membership program is a standard membership that you sell or create, or a loyalty membership, in which the system automatically evaluates whether each customer placing an order qualifies for the loyalty program based on order history.

You use different screens in Working with Membership Programs (WWMP) and Working with Customer Memberships (WWCM) for loyalty membership programs vs. standard programs.

Allow changes? For standard membership programs, the membership type also controls whether you can change any of the default settings from the membership program for individual customer memberships.

Which information cannot be changed? The information controlled by this setting includes the items included on generated orders, any discount, and the criteria the system uses to determine shipment intervals. If the membership program is assigned to a type that does not permit changes, this information is display-only for customer memberships you create and cannot be changed.

Note: If a membership program is flagged to not allow changes, then it is important to specify a ship via code at the Membership Program Screen to default to customer memberships; otherwise, you will not be able to create customer memberships in Working with Customer Memberships (WWCM), because there will be no ship via code, and the ship via code is a required field.

Which information can be changed? You will be able to change only:

• the customer membership's status

• the next release date for orders

• the alternate shipping address or recipient customer

• pay type information

Note: Even if a membership program is flagged not to allow changes, you can still process updates through the Update Customer Memberships (MMCM) option.

In this chapter:

Work with Membership Type Screen

Membership Type Screen

Work with Membership Type Screen

How to display this screen: Enter WWMT in the Fast path field at the top of any menu or select Work with Membership Type from a menu.

Field

Description

Type

A code representing a type of membership program.

Alphanumeric, 2 positions; optional.

Description

The description of the membership type.

Alphanumeric, 30 positions; optional.

Loyalty

Valid values:

selected = indicates a loyalty membership program type, which the system assigns automatically to customers based on the customer’s order history.

unselected = you can sell membership programs of this type in order entry or create them through Working with Customer Memberships (WWCM).

Standard memberships can be used to generate membership orders, or they can be discount-only memberships. See Loyalty Memberships for an overview.

Screen Option

Procedure

Create a new membership type

Select Create to advance to the Membership Type Screen in Create mode.

Change a membership type

Select Change for a membership type to advance to the Membership Type screen in Change mode. At this screen, you can change the description or the Change customer membership flag, but not the type code itself. See Membership Type Screen for field descriptions.

Delete a membership type

Select Delete for a membership type to delete it.

You cannot delete a membership type if it is assigned to any membership programs.

Display a membership type

Select Display for a membership type to advance to the Membership Type screen in Display mode. You cannot change any information on this screen. See Membership Type Screen for field descriptions.

Membership Type Screen

Purpose: Use this screen in Create mode to create a new membership type.

How to display this screen: Select Create at the Work with Membership Type Screen.

Field

Description

Membership type

A code to identify a type of membership program. You can use these codes to group and identify membership programs for informational or reporting purposes, or as selection criteria when you are generating membership orders. Also, you use the membership type to distinguish standard membership programs from loyalty programs.

Alphanumeric, 2 positions.

Create mode: required.

Change mode: display-only.

Description

The description of the membership program.

Alphanumeric, 30 positions; required.

Change customer membership

Indicates whether the settings that default from a membership program of this type to each customer membership you create can be changed on an individual customer membership.

Valid values are:

Selected = You can change the settings on a customer membership

Unselected = You cannot change the settings on a customer membership

See Working with Membership Types (WWMT) for a discussion of the type of information you can or cannot change for a customer membership, depending on the setting of this field.

Note:

• This setting applies only to standard membership programs, not to loyalty membership programs.

• If a membership program is flagged to not allow changes, then it is important to specify a ship via code at the Membership Program Screen to default to customer memberships; otherwise, you will not be able to create customer memberships in Working with Customer Memberships (WWCM), because there will be no ship via code, and the ship via code is a required field.

Loyalty

Indicates whether membership programs of this type are standard membership programs or loyalty memberships. Valid values are:

Selected = Membership programs of this type are loyalty memberships: the system automatically evaluates whether each customer who places an order qualifies for the loyalty program based on order history.

Unselected = You can sell membership programs of this type in order entry or create them through Working with Customer Memberships (WWCM). Standard memberships can be used to generate membership orders, or they can be discount-only memberships.

See Loyalty Memberships for an overview.

WWMT OMSCS 19.0 December 2019 OHC