Used to define Membership Fee
options.This page is called by clicking
on the Add or Edit icons in the Fee Types section of the Membership Types
Management page.PORTALPRODIGY creates
an Items record for each membership fee.
Feature - automatically set to Membership.Cannot be changed when the Items Management
page is called from Membership Types Management page.
Feature Record ID - the record ID for the Membership Type
the Item belongs to.
Type - defaults to Service.This
value should not be changed.The
other values Discount and Adjustment are for future use.
Item Name - enter the name to be displayed for the
Fee option.
Price - enter the fee to be charged for the option.
Cost - you may optionally enter
a cost, which can be used for reporting purposes.
Default Item?Defaults to NO.Set to
YES to cause this Item to be included on all new Membership Types.
Product Type - defaults to RECURRING.Set to Recurring when the Fee option is
a Recurring Fee; otherwise set to OTHER.
Interval - select the interval the fee applies to.
Days – select this option to set the interval
to a specific number of days then enter the number of days in the Days
text box field below.
Monthly – select this option to set the interval
to one month.
Quarterly – select this option to set the interval
to one quarter.
Annual Calendar – select this option to set the interval
to one year beginning on January 1 and ending on December 31.
Annual Fiscal – select this option to set the interval
to one year beginning on the Start Date or the first day of the Fiscal
Year specified in Membership Features Management.
Days - used when Interval is set to Days.Enter the number of days in the dues period.
Start Date - used when Interval is set to Annual
Fiscal.Enter a date corresponding
to the starting Month and Day for the Fee Option.
Prorate - set to YES to prorate the price of the
Item for the remainder of the current period.Set to NO to charge the full price of
the Item for the current period.
Include Next Period – when set to Yes and Prorate is set to
YES, the fee is calculated as the fee for the current prorated period plus
the next period’s fee.When either
Include Next Period is set to No or Prorate is set to No, the next period
is not included in the fee.
Cost of Goods Sold - select the GL Account that the Items
cost is to be debited to.
Inventory Account - select the GL Account that the Items
cost is to be credited to.
Revenue Account - select the GL Account that the Items
price is to be credit to.
Option
Buttons:
used to save the data and continue working on the page.
used to delete current record.PORTALPRODIGY will prompt to confirm deletion
of the record.Select OK to confirm
the deletion or CANCEL to abort the deletion.
used to print the current page (contents
of your browser window) according to your browser’s print settings.
used to displays the Report
Selection page listing reports applicable to the page.
used to close the page discarding
all entries and edits.
used to close the page and save
changes.PORTALPRODIGY will prompts
to save changes.OK response saves
changes, closes page, and returns to previous page.CANCEL response discards all entries and
edits (same as Cancel button).
