How to apply membership dues waivers

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1. Locate Contact record

2. Open

   

3. Identify Sales Order to which dues amount waivers should apply

   1. Or if needed, Generate Bundle to create the Sales Order

4. From the Quick Links view the list of Sales Orders

5. Open

   

6. Open the Sales Order list

7. Select the applicable Sales Order

8. Confirm the Sales Order Line items and Total amount

9. Open

   

10. Change the Status from Closed to Open and select Save

11. Open

    

12. From the Sales Order Lines box on the right side

13. Open

    

14. Select the dropdown arrow by each individual applicable Sales Order line, one by one

    1. Select Edit

    2. An Edit Sales Order Line Dialog Box will pop up

    3. In the Sales Price Field, delete the existing amount and type in the waiver amount

    4. Check the Price Override Box

    5. Select Save

15. Open

    

16. Once all applicable lines have been edited and saved, return to the Sales Order

17. Select View All from the Sales Order Line box on the right

18. Confirm that the individual line Sales Price is as expected

19. Open

    

20. Also confirm the individual line Totals are as expected

21. Return to the Sales Order

22. Confirm the Total amount listed for the Sales Order is  as expected

23. Change the Sales Order Status from Open to back to Closed

24. Open

    

25. Add a note regarding the waiver by selecting Notes in the Quick Links

26. Open

    

27. Select New

28. Open

    

29. Type comments for the Note and Done

30. Open

    

31. Return to the Contact record and confirm that the Note was added

32. Open