How to add Supplemental Dues to a Renewal using Generate Bundles

Owned by Wanda Chambers (Unlicensed)
Last updated: Nov 15, 2021Version comment
2 min read

Click here to download pdf version

  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
  5. Change the Status of the Sales Order from Closed to Open
  7. In the Sales Order Lines box on the right, select the dropdown
  8. Select New
  10. In the New Sales Order Line pop up box
    1. In the Item field, begin to type "Supplemental" to search for the chapter 
    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
  12. Return to the Sales Order
  13. Review the Total amount and confirm that it is as expected
  14. In the Sales Order Lines box on the right, select View All
  16. Confirm that a Supplemental Dues Line was added and the item Sales Price and Total Price are accurate
  19. Return to the Sales Order
  20. Change the Status from Open to Closed
  22. To complete the renewal, process payment