Managing Membership Exception

Membership Exceptions are membership transactions that are identified as exceptions according to the exceptions configured in Membership Type Point Calculation and Tier Management, Exception Criteria. You can view the membership exceptions and select the appropriate action for the award/tier points to be credited accordingly.

Note:

Accept, Reject, and Adjustment actions are only available for membership exceptions with exception type "Exception Not Resolved".

Viewing Membership Exceptions

Note:

Default results will be displayed for the exception type "Exception Not Resolved"

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.

2. Enter search criteria, then click Search.

Accepting Membership Exceptions

You can accept the membership exception to grant the calculated award and/or tier points.

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.

2. Enter search criteria , then click Search.

3. Select one or more membership exceptions in the search result, then click Accept.

   1. Notes: Enter any notes.

   2. Click Confirm.

Rejecting Membership Exceptions

You can reject the membership exception to deny the calculated award and/or tier points.

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.

2. Enter search criteria, then click Search.

3. Select one or more membership exceptions in the search result, then click Reject.

   1. Notes: Enter any notes.

   2. Click Confirm.

Adjusting Membership Exceptions

You can adjust the membership exception by manually entering award or tier points in the new Membership Transaction. When adjusting a membership exception, you then choose to accept or reject the original membership exception.

1. From the OPERA Cloud menu, select Client Relations, select Membership, then select Membership Points Exception.

2. Enter search criteria, then click Search.

3. Select a membership exception in the search result, then click Adjustment.

   1. Membership Transaction Adjustment: Enter the required details.

   2. Click Save and Accept to accept the original membership exception or click Save and Reject to reject the original membership exception.