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Change Eligible Publications

Summary / TL:DR: This article will show you how to make adjustments to the subscription associated with a membership in Advantage. This includes adding additional subscriptions, removing subscriptions and changing out subscriptions for flex memberships.

These instructions require you to have a control group open. For more on control groups, go here.


How to Change Subscriptions Associated with a Membership

  1. From the Customer Search screen  search for the customer you want to edit the membership for and click Customer Activity

  2. Right-click the membership you want to update and then select Membership Actions and then select Change Eligible Publications 

  3. The Enter Membership Information dialog box will appear, complete the following fields:

Customer Number*

Enter the Customer Number.

Membership Org*

Enter the Membership Org.

Service Reason*

Enter the Service Reason associated with any subscription removed.

4. The Eligible Membership Publications dialog box will appear: 

Based on the setup of the membership, the subscription options available will be presented. At the top, it will indicate how many elements a customer is eligible for based on their membership category.  

a. Select the option from the Potential Membership Elements box and click Add

b. Repeat step A to remove as many elements as needed. If there are multiple Charge Categories associated with the membership, click Next and repeat step A to add as many elements as needed for each category

c. When complete, click Finish

a. Select the subscription from the Existing Elements/Elements to Be Added box and click Remove

b. Repeat step A to remove as many elements as needed. If there are multiple Charge Categories associated with the membership, click Next and repeat step A to remove as many elements as needed for each category

c. When complete, click Finish



 

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