Editing a Membership Status Reason Preference
Prerequisites
To edit a membership status reason preference, you should have:
-
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 edit a membership status reason preference:
- Search for the membership status reason preference in the Field Mapping screen.
-
In the Search Results section, click
the Edit (
) icon in the Edit column corresponding to the membership status reason preference whose details you want to edit.
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 Displays the membership status reason preference. Not applicable Description Used to specify the description for the membership status reason preference. Yes -
Status Reason Mapping - Used to create or edit 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 editing 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 editing 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 editing a mapping in the membership status reason preference. -
Tip: Alternatively, you can edit the details of a membership status reason preference by clicking the Edit button in the Field Mapping zone. -
- Modify the required details in the Main section.
-
Define, edit, or remove the status reason mapping from
the membership status reason preference, if required.
Note: You must create at least one status reason mapping in a membership status reason preference.
-
Click Save.
The changes made to the membership status reason preference are saved.
Related Topics
For more information on... | See... |
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How to search for a membership status reason preference | Searching for a Membership Status Reason Preference |
Field Mapping zone | Field Mapping |