Associating a Contract with a Membership

Prerequisites

To associate a contract with a membership, you should have:

  • Contracts defined in the application

  • Values defined for the BILL_​TO_​TYPE_​FLG lookup field

Procedure

To associate a contract with a membership:

  1. Search for the membership in the Membership screen.
  2. In the Search Results section, click the link in the Membership Information column corresponding to the membership to which you want to associate a contract.
    The Membership screen appears.
  3. Click the Contracts and Charges tab.
    The Contracts and Charges tab appears.
  4. Click the Add Contract link in the upper right corner of the Membership Contracts zone.

    The Associate Contract with Membership screen appears. It contains the following section:

    • 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 (The Search Icon) 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

      • Group

      • 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
  5. Enter the required details in the Main section.
  6. Click Save.
    The contract is associated with the membership.

Related Topics

For more information on... See...
How to search for a membership Searching for a Membership
Membership screen Membership (Used for Viewing)
Membership Contracts zone Membership Contracts