| |
Club Membership Activity Report Selection Screen
Order Menu > Club Membership Plan Maintenance > Club
Membership Plan Activity Report
General
Information
This screen enables you to generate a report to view the Club
Membership activity.
Some examples of scenarios for this
report are 1.) to find which customer have cancelled a club
membership plan, 2.) to find which plans are suspended, or 3.) to
find out, on a fixed plan, which club membership plans are
expiring.
How to
Use the Screen
-
In
the SELECT FOR CLUB MEMBER section, choose either All Club Members,
A given Club member or A given Club Member Range.
-
In
the SELECT FOR BILL-TO section, choose either All Bill-To, A Given
Bill-To or A Given Bill-To Range.
-
In
the SELECT FOR JOIN ORDER & SHIPMENT DATE RANGE section, choose
either A Given Join Order Number Range, A Given Join Order Range, A
Give Last Shipment Date Range, A Given Next Shipment Date Range or
All.
-
Optionally, in the CLUB CODE & PRODUCT section, select the CLUB
MEMBERSHIP CODE button to specify which club membership plans you
want to include and/or select the TRIGGER/AUTO REPEAT PRODUCT
button to select the trigger product or the product which has been
set to auto repeat shipment.
-
Optionally, in the STATUS section, select any of the following:
-
Active- the Club Member currently has
pending shipments left in a new membership
-
Active (Renewal)- the Club Member
currently has pending shipments left in a renewed membership.
-
Suspended- the Club Member's status was manually changed to
Suspended.
-
Cancelled- the Club Member's status was manually changed to
Cancelled
-
Inactive- the Club Member's status is was Active but there are no
shipments left or there is a renewal but the Club Member's status
was changed to Cancelled.
-
Optionally, in the USER INFO section, select the PROCESSING CLERK
button to select the user that processed, modified or created the
club membership plan.
-
Optionally, in the SHIPMENT INFO section, select the specific
number of shipments for a club member ship plan either sent or
remaining.
-
Press the PROCESS button.
|
