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Comment: Import Link Fixer

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  1. Identify the Contact record of an Architect member in a chapter that requires Supplemental Dues
  2. Use Generate Bundle to Create a Sales Order or open an existing Sales Order
  3. Select the Sales Order
  4. Change the Status of the Sales Order from Closed to Open
  5. In the Sales Order Lines box on the right, select the dropdown
  6. Select New
  7. In the New Sales Order Line pop up box
    1. In the Item field, begin to type "Supplemental" to search for the chapterĀ 
    2. Select the chapter Supplemental Dues item
    3. In the Price field, type in the chapters total Supplemental Dues amount using the spreadsheet tool
    4. Check the Price Override box
    5. Select Save
  8. Return to the Sales Order
  9. Review the Total amount and confirm that it is as expected
  10. In the Sales Order Lines box on the right, select View All
  11. Confirm that a Supplemental Dues Line was added and the item Sales Price and Total Price are accurate
  12. Return to the Sales Order
  13. Change the Status from Open to Closed
  14. To complete the renewal, process payment


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