Changing the Begin/End Date of a Membership

Note.pngIf a membership order is activated with a Recognition Status Code of "C" and then the membership cycle begin date is updated to the next year, a DR/CR memo will be created for the differential amount, the amount will go to the Revenue account, and the Recognition Status Code will remain "C". This also applies to subscription product orders.

To change the begin/end date of a subscription:

1.    Open the appropriate subscription order on the Order Entry screen.

2.    Highlight the line item for which you want to change the start and/or end date.

3.    Right-click the line item and select Show Full Line Item Details.
The Line Item Details screen displays.

4.    Access the Product Specifics tab, as shown below.
change.png

5.    To change the begin date, from the Membership Information section, select the Begin Date from the drop-down.
The Initial Begin Date updates accordingly to the selected date.

6.    To change the end date, from the Membership Information section, select the End Date from the drop-down.

7.    Click Save.