Dues Proration records are used to define the proration schedule for the selected product for new members. The system will automatically generate the Dues Proration records for a Dues Product with a Daily, Weekly, Monthly, or Quarterly pricing strategy. Dues Proration records must be manually created for a Dues Product with a tabular or custom pricing strategy. Dues Proration records should never be created for a Dues Product with pricing strategy of None
The Pricing Strategy is used to define a proration schedule for new members
We will cover three topics and then open for Q&A: 1:00 PM EST - New RAMCO member application features 1:30 PM EST - Dues proration scenarios 2:00 PM EST - Custom forms and data collection 2:30 PM EST - Open Q&A Watch the Recorded Session
11-10-2022 | 01:00 PM - 03:00 PM ET
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
Dues Products act as a link between Dues Options and Products in the Product Catalog. There may be multiple Dues Products for any given Dues Option so that you may easily divide the funds which your association receives according to the amounts of the various Dues Products
Dues Boot Camp was held on 8/12/2020 @ 1PM CST
2022 Dues Bootcamp | RAMCO Live Training Sessions (connectedcommunity.org)