In terms of the status and life cycle of an Order, it depends on the scenario: Order Paid An Order is created with a Status of Active and Status Reason of New. Once the Order is paid the Status changes to Fulfilled and the Status Reason to Complete. At this stage there will be an Invoice attached to the Order. Payment Refunded or Canceled If a Payment is refunded or canceled, the originating Order will be reactivated
2 Comments - Notes added on simple flow. As of 10/28/2015 the status of "Invoiced" is not used
It's very rare that NRDS changes fields or requirements, but it's happening soon for the Primary Field of Business. RAMCO's 3.3.1 release addresses this change, as well as fixes a critical timezone issue
Membership Application Fees are used to define 3 important parts of the membership application process. The Product field on the fee defines the cost of applying for the selected membership. The Dues Option field on the fee defines the cost of first year dues to applicants for the selected membership. Finally, the fields in the Membership Expiration Settings section define how the expiration date of the membership will be automatically set
On a Dues Item, the status of "Renewal Opt-Out" indicates the member does not plan to renew that year's dues and, once selected and saved, will deactivate the Dues Item and the related Order
Portal Pages vary from regular website pages in that you cannot add or edit the layout and text of most portions of them. Portal pages have code behind them, so that information may be displayed from your RAMCO AMS and sent back to your RAMCO AMS – for this reason you cannot have free design...
4 Comments - Hi Renee, the Dues option description should display on the portal
Dues Boot Camp was held on 8/12/2020 @ 1PM CST
Dues Cycles and its child entities are used to define the rules for membership and members. A Dues Cycle is typically the amount of time for which you invoice members, (e.g. If your membership runs for one year and follows a calendar year you would set up a new Dues Cycle for each calendar year.) You will most likely set up a dues cycle only once unless you have dramatic changes in your rules for membership or billing periods
Dues Options are designed to allow for you to give your members options when to renew their association dues. An example of this might be to allow a member to pay their dues for two years rather than for one. Each Dues Schedule must have at least one Dues Option which is marked as the default. However, you are welcome to have as many Dues Options as you would like for your members to select between when renewing through the Portal
Dues Schedules are used to define the individuals and/or organizations that are eligible to pay dues. There should be one Dues Schedule for each member type. You may still allow for multiple Dues Options within the Dues Schedule. Dues Options allow for greater pricing and timing flexibility