Defining a Characteristic for a Membership Benefit

Prerequisites

To define a characteristic for a membership benefit, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Benefits)

Procedure

To define a characteristic for a membership benefit:

  1. Ensure that the Characteristics section is expanded when you are defining or editing a membership benefit.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the membership benefit. Yes (Conditional)
    Note: This field is required while defining a characteristic for a membership benefit.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Benefits.
    Yes (Conditional)
    Note: This field is required while defining a characteristic for a membership benefit.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    Yes (Conditional)
    Note: This field is required while defining a characteristic for a membership benefit.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the membership benefit, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic of the membership benefit, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristics are defined for the membership benefit.

Related Topics

For more information on... See...
How to define a membership benefit Defining a Membership Benefit
How to edit a membership benefit Editing a Membership Benefit