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 member person statuses 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

  • Membership status reasons 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 Field Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details for 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 specify the status reason mapping. It contains the following field:

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

      • Active

      • Canceled

      • Inactive

      • Pending Effectuation

      Note:
      The list includes only those values which are defined in the MEMBER_​PER_​STATUS_​FLG lookup field.
      		 No
      Member Person Status Reason Used to indicate the member person status reason for an individual membership.
      Note:
      The list includes only those values which are defined in the MEMB_​PERS_​STAT_​RSN_​FLG lookup field.
      		 Yes (Conditional)
      Note:
      This field is required when the member person status is specified in the respective field.
      Membership Status Reason Used to indicate the membership status reason for an individual membership.
      Note:
      The list includes only those values which are defined for Individual Membership (i.e., C1-IndMembership) business object in the Status Reason screen.
      		 Yes (Conditional)
      Note:
      This field is required when the member person status is specified in the respective field.
    Tip:
    Alternatively, you can click the Duplicate button in the Field Mapping zone to create a copy of the membership status reason preference.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the attribute from the membership status reason preference, if required.
  5. Click Save.
    The new membership status reason preference is defined for an individual membership.

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