Copying a Membership Status Reason Preference

Instead of creating a membership status reason preference from scratch, you can create a new membership status reason preference using an existing membership status reason preference. This is possible through copying a membership status reason preference. On copying a membership status reason preference, the details including the attributes are copied to the new membership status reason preference. You can then edit the details, if required.

Prerequisites

To copy a membership status reason preference, you should have:

  • Membership status reason preference (whose copy you want to create) defined in the application

  • Values defined in the MEMBER_​PER_​STATUS_​FLG and MEMB_​PERS_​STAT_​RSN_​FLG lookup field

  • Membership status reason defined in the application.

Procedure

To copy a membership status reason preference:

  1. Search for the membership status reason preference in the Field Mapping screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the membership status reason preference whose copy you want to create.

    The Membership Status Reason Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details of the membership status reason preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the membership status reason preference. Yes
      Description Used to specify the description for the membership status reason preference. Yes

    • Status Reason Mapping - Used to create the mappings in the membership status reason preference. It contains the following fields in a grid:

      Field Name Field Description Mandatory (Yes or No)
      Member Person Status Used to indicate the status of the person in the membership. The valid values are:

      • Active

      • Canceled

      • Inactive

      • Pending Effectuation

      Note: This list includes only those statuses which are defined in the MEMBER_​PER_​STATUS_​FLG lookup field.
      		 Yes (Conditional)
      Note: This field is required while creating a mapping in the membership status reason preference.
      Member Person Status Reason Used to indicate the reason why the status of the member person is changed. The valid values are:

      • Awaiting Binder Payment

      • Binder Payment Not Received

      • Binder Payment Received

      • Binder payment notification send to upstream

      • Member is added by mistake

      • Employee Left organization

      • New Enrollment

      • Membership is re-instated

      • Spouse legally separated

      • Membership is Terminated

      Note: This list includes only those status reasons which are defined in the MEMB_​PERS_​STAT_​RSN_​FLG lookup field.
      		 Yes (Conditional)
      Note: This field is required while creating a mapping in the membership status reason preference.
      Membership Status Reason Used to indicate the reason why the status of the membership is changed.
      Note: You must specify a membership status reason which is already defined in the system.
      		 Yes (Conditional)
      Note: This field is required while creating a mapping in the membership status reason preference.
    Note: While defining a membership status reason preference, you must create at least one mapping in the membership status reason preference.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the mapping from the membership status reason preference, if required.
  5. Click Save.
    The new membership status reason preference is defined.

Related Topics

For more information on... See...
How to search for a membership status reason preference Searching for a Membership Status Reason Preference
Field Mapping zone Field Mapping