Editing the Contract Association Details of a Membership
Prerequisites
To edit the contract association details of a membership, you should have:
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Contracts defined in the application
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Values defined for the BILL_TO_TYPE_FLG lookup field
Procedure
To edit the contract association details of a membership:
- Search for the membership in the Membership screen.
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In the Search Results section, click
the link in the Membership Information column
corresponding to the membership whose contract details you
want to edit.
The Membership screen appears.
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Click Contracts and Charges tab.
The Contracts and Charges tab appears.
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In the Membership Contracts zone,
click the Edit () icon in the Edit column corresponding to the contract whose association details
you want to edit.
The Associate Contract with Membership screen appears. It contains the following section:
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Main - Used to associate a contract with the membership. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Membership Information Indicates the membership to which you want to associate a contract. Not applicable Contract ID Used to indicate the contract that you want to associate with the membership. Note: The Search () icon appears corresponding to the Contract ID field. On clicking the Search icon, the Contract Search window appears.Yes Bill To Used to indicate the entity against whom the corresponding charges should be billed. The valid values are: -
Federal
-
State
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Group
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Individual
Note: You cannot associate multiple contracts with the membership using the same bill to option. For example, you cannot associate C1 and C2 with M1 by selecting the Group option from the Bill To field.Yes Start Date Used to specify the date from when you want to associate the contract with the membership. Note:The start date cannot be later than end date.
The start date cannot be earlier than the membership start date or later than the membership end date.
Yes End Date Used to specify the date till when you want to associate the contract with the membership. Note:The end date cannot be earlier than the start date.
The end date cannot be earlier than the membership start date or later than the membership end date.
No -
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- Modify the required details in the Main section.
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Click Save.
The changes made to the membership are saved.
Related Topics
For more information on... | See... |
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How to search for a membership | Searching for a Membership |
Membership screen | Membership (Used for Viewing) |
Membership Contracts zone | Membership Contracts |