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Table of Contents


47 Member Management
47.1 Product Stack
47.2 Member Module – Highlights
47.3 Setup Entities
47.3.1 MEMBER COMMUNITY
47.3.2 MEMBERSHIP SETUP
47.3.3 Membership Sales Setup
47.3.4 MEMBERSHIP ADMISSION SETUP
47.3.5 MEMBERSHIP ALTERATION SETUP
47.3.6 MEMBER REMINDER SETUP
47.3.7 MEMBER LIMITATION SETUP
47.4 Master Data and Relation Entities
47.4.1 Membership
47.4.2 Membership Role
47.4.3 Member
47.4.4 Member Card
47.4.5 Membership Notification
47.5 Entry Entities
47.5.1 Membership Entry
47.5.2 Member Info Capture
47.5.3 Membership Points Entry
47.5.4 Member Notification entry
47.6 High Level Entity Relationship Model
47.7 Details
47.7.1 Member Community
47.7.2 Membership Setup
47.7.3 Membership Sales Setup
47.7.4 Membership Admission Setup
47.7.5 MM Membership Alteration Setup
47.7.6 MEMBER NOTIFICATION SETUP
47.7.7 MEMBERSHIP LIMITATION SETUP
47.7.8 Membership
47.7.9 MEMBERSHIP ROLE
47.7.10 MEMBER
47.7.11 MEMBER CARD
47.7.12 Membership Entry
47.7.13 MEMBERSHIP NOTIFICATION
47.7.14 MEMBER NOTIFICATION ENTRY
47.8 Managing Memberships
47.8.1 POS commands
47.8.2 Web Services
47.8.3 RENEW
47.8.4 Price calculations
47.8.5 Stacking
47.8.6 Grace Period
47.8.7 Extend
47.8.8 Price calculations
47.8.9 Stacking
47.8.10 Grace Period
47.8.11 Upgrade
47.8.12 Price calculations
47.8.13 Stacking
47.8.14 Grace Period
47.8.15 CANCEL
47.8.16 Price calculations
47.8.17 Stacking
47.8.18 Grace Period
47.8.19 REGRET
47.8.20 Price calculations
47.8.21 Stacking
47.8.22 Grace Period
47.9 Member Notification
Setup example:
47.9.1 Activating
47.9.2 Member Opt-out
47.9.3 Email templates
47.9.4 Automation
47.10 Setup
47.10.1 ROLE CENTER
Setting up the role center Profile ID.
47.10.2 Assigning a Profile ID to User ID
47.11 POS Setup
47.11.1 Touch Screen Setup
47.12 Internal Member Registration Process
Overview
47.12.1 Before Audit is posted
47.12.2 During Audit Role posting
47.13 Web Services
47.13.1 Setup in Navision:
47.13.2 Setting up memberships
47.13.3 Querying Memberships and members
47.13.4 Mananging the membership product and duration
47.13.5 Tickets and registering member Integration
47.14 Auto Renew Process


Member Management


Product Stack










Member Module – Highlights




The Membership Module adopts the following approach:


  • Concept of Communities as high level contains of memberships
  • Community can have multiple types of memberships with individual options
  • Different models in regard to Member and Membership
  • Flexible membership duration calculations per sales item based on purchase or from cutoff date
  • One or more members per membership
  • Membership rolls, members can be differentiated within the membership
  • Membership/Member connection with customer and contacts
  • Member Card print settings
  • Differentiated prices for membership types
  • Possibility to collect personal data from members, such as Name, Address, image, DoB, email and phone.
  • Renew/Change/Update memberships


Web Service integration for Magento integration




Setup Entities


MEMBER COMMUNITY


The membership community is the top level in the setup of member and membership. A community is the club or association that is marketing the memberships. A Navision company can host any number of communities. The setup defines common rules that apply to membership within the community


MEMBERSHIP SETUP


The membership setup defines the rules that govern a specific membership in this community. The membership defines the benefits (pricing and discounts) the member will be able to capitalize on.


Membership Sales Setup


Memberships can be sold using different items in the POS or on the WEB. One aspect of membership is to sell a potential benefit to the customer that is valid for a specific amount of time.


MEMBERSHIP ADMISSION SETUP


In combination with the Ticket Module, members can gain access to extra tickets and have guests accompanying them for the visit. With his setup, memberships are linked to different types of tickets that can be selected when using the self-scan solution.


MEMBERSHIP ALTERATION SETUP


This table is used to define how an already created membership may be altered, both in terms of validity in time and the type of membership that is currently active.


MEMBER REMINDER SETUP


Member can have reminders sent to them because of different events. Setup of notifications are done in this table. Reminders can be chained, if this notification is not canceled, it will create a new future notification to be executed.


MEMBER LIMITATION SETUP


This table is used to limit access for memberships in order to prevent misuse of cards.



Master Data and Relation Entities


Membership


Membership connects one or more member roles.


Membership Role


Member role is the link between a member and its membership(s). A member can be part of multiple memberships and act in different roles.
Currently 2 roles are defined:


  • Administrator – has the right to manage and benefit from membership
  • User – has the right to benefit from membership


Member


The member entity store the information about a member. A member is a person.


Member Card


Members can identify their right to a membership using the member card. A member may have multiple cards for the same membership.


Membership Notification


The system generates pre-emptive events to be processed in the future. The notification due date it is derived from the setup.


Entry Entities


Membership Entry


This table stores the time frame(s) for which the membership is valid. The initial price, discounts and initial duration is also captured.


Member Info Capture


This is a temporary entity used to capture the information used for the current transaction.


Membership Points Entry


Reserved for future use.


Member Notification entry


This is the data available to the notification being generated. This entry will be created when the notification is processed.


High Level Entity Relationship Model



Details


Member Community


Menu: Departments > Retail Add Ons > Members > Member Community


FIELD NAME

DESCRIPTION

Code

A code used to link this community with other tables

Description

A use description of the community

External No. Search Order

An option to define what search term should be used when there is ambiguity.

  • CARDNO
  • MEMBERNO
  • MEMBERSHIPNO
  • ALL

External Membership No. Series

Number series to generate the external membership identity

External Member No. Series

Number series to generate the external member identity

Member Unique Identity

The member value that must be used to uniquely identify a member;

  • NONE
  • EMAIL
  • PHONENO*
  • SSN (Social Security Number)

Create Member UI Violation

When a member is created and the unique identity is violated the system can react with in the following ways;

  • ERROR – An hard error is thrown
  • CONFIRM – A confirm question is issued to challenge the entered value. The user will has the chance to ERROR or REUSE.
  • REUSE – will block the old member and create a new member

Member Logon Credentials

Defined what term to use for logon credentials when a 3rd party member management soft is used;

  • NA
  • MEMBER_UNIQUE_ID
  • MEMBER_NUMBER
  • CUSTOM

Membership to Cust. Rel.

This is field is used when memberships are linked with customers. This is required in the following scenarios;

  • When members have access to specific discount and price structures.
  • When members have access to their account on the web and can/must link their purchases with the membership account number.

Create Renewal Notification

Create a notification when membership requires renewal




Membership Setup


Note, this is a setup table to define how a membership should behave when it is created.
Menu: Departments > Retail Add Ons > Members > Membership Setup


FIELD NAME

DESCRIPTION

Code

A code used to link this community with other tables

Description

A use description of the membership

Membership Type

Controls how members and memberships are related.

  • COMMUNITY – This is simple type of membership where all members are put into one big group. This is practical when the "membership" is informal and like in email register f.ex. Members may still have a member card and there may be benefits for the individual members.
  • GROUP – Similar to the COMMUNITY mode. In this mode the membership time-frame plays a predominant role. Number of members in a group can me limited. The members can have individual roles.
  • INDIVIDUAL – One membership – one member.

Loyalty Card

For future use.

Customer Template Code

This code identifies a template for how the customer associated with the membership will be created. This field is required when the "Membership to Cust. Rel." field on community is checked.

Member Information

How the member entity should be treated.

  • NAMED – The member must exist
  • ANONYMOUS - Membership can be anonymous – there is no member, just the card (Membership Type COMMUNITY)

Blocked

The setup is blocked from usage

Blocked At

Time of block

Perpetual

The membership validity can be perpetual (everlasting)

Member Role Assignment

How members are assigned their role in the membership

  • MEMBERS_ONLY
  • FIRST_IS_ADMIN
  • ALL_ADMINS

Membership Member Cardinality

Maximum members in a GROUP membership

Community Code

A link to the community this membership belongs to

Create Renewal Notification

Create a notification when membership requires renewal

Create Welcome Notification

Create a notification when member is created

Receipt Print Object Type

The type of object used for generating printing for the receipt

Receipt Print Object ID

The object ID used for generating the printout. The system supplied codeunit for printing is

Account Print Object Type

The type of object used for generating printing for the account information

Account Print Object ID


Allow Membership Delete

This options allow memberships to be deleted.

Confirm Member On Card Scan

When a POS function requires the member card to be scanned, the member card will pop up for visual confirm.


The following fields defined how the member card number should be handled. The member card number is public and should not be a sequential number only.


Card Number Scheme

Who responsible of creating the member card number

  • NA
  • GENERATED
  • EXTERNAL

Card Number Prefix

Specific prefixes can be defined (or generated by the number series)

Card Number Length

The length is used to pad a number that is too short

Card Number Validation

If there should be a check digit appended to end of the generated number

Card Number No. Series

The number series used generated the base of member card number

Card Number Valid Until

For how long a member card should be valid

Card Number Pattern

A patter can be entered to control how the card number should be generated. A pattern consists of keywords that will create a number that is a bit more difficult to guess. Available keywords are listed below and must be included between [ and ].

  • MA - Member Account Number
  • MS – Membership Number
  • S – The number generated by the number series
  • N – A random number
  • A – A random character
  • X – A random alphanumeric character.


    N, A, X can be suffixed by a * and number to repeat it, that number of times.
    The default pattern is [X*4][MA][X*4][MS][S]

    Which would generated a member card number similar to:
    RQ41MM-00147VBH7MS-0013100087

Card Print Object Type

The type of object used for generating printing for the member card

Card Print Object ID





Membership Sales Setup


This table is used to defined the first-time sales of memberships. The menu is in the shortcut from Membership Setup, under Home Ribbon.


FIELD NAME

DESCRIPTION

Type

An option to define what type of "item" we are selling.

  • ITEM
  • ACCOUNT – This option is reserved for future use. Currently a membership sales must be an item

No.

The Item or Account used for membership sales

Membership Code

Links the Membership Setup table. The item sold will create a membership of this type.

Blocked


Blocked At


Valid From Base

An option to define how the membership time frame start date should be calculated.

  • SALESDATE
  • DATEFORMULA

Sales Cut-Off Date Calculation

Reserved for future use.

Valid From Date Calculation

Date formula for activation date

Valid Until Calculation

An option to define the duration of the membership. Options are;

  • DATEFORMULA
  • END_OF_TIME

Duration Formula

Date formula for duration




Membership Admission Setup


This table is used in combination with the ticket module. When a member uses the self-scan solution a combination of extra tickets can be associated with the membership code. The menu is in the shortcut from Membership Setup, under Home Ribbon.

A total cardinality can be registered on the record with Ticket No. Type "NA". The total cardinality limits the maximum combination of tickets for this member. Example – the membership itself targets senior citizens and following guest admissions have been setup.


  • Record 1 defines a max of 2 tickets for adults
  • Record 2 defines a max of 2 tickets for children


However, we also want to limit the maximum number of guests to 2 a member can bring at any one time.


  • Record 3 defines a "Ticket No. Type" set to "NA" and Cardinality LIMITED to a maximum of 2. (1 adult+1 children, 2 adults, or 2 children)


Special cases:


  • The self-scan will always create new tickets for the member and admission. If the ticket items created include multiple admission codes (valid for more than admission location or event), it's advisable from a statistical view to print the tickets for the member and have member and guest reuse those for future arrival and departure validation.

    FIELD NAME

    DESCRIPTION

    Membership Code

    Links the membership setup table

    Admission Code

    Links the ticket admission definition table

    Ticket No. Type

    Defines which type and source of item number is used to define the sales number of ticket. Options are;

  • NA
  • ITEM
  • ITEM_CROSS_REF
  • ALTERNATIVE_NUMBER
    |

    Ticket No.

    The (Item) number to use when creating tickets. Must be setup in the ticket module.

    Cardinality Type

    The options are:

  • UNLIMITED
  • LIMITED
    |

    Max Cardinality

    Maximum number of tickets of this type per interaction. (Requires Cardinality Type LIMITED)

    Description

    A useful description for the member to understand when to select this alternative

    MM Membership Alteration Setup


This table defines the setup and business rules for altering a membership. Se the section "Managing Memberships" for an in depths analysis of business impact. The menu is in the shortcut from Membership Setup, under Navigate Ribbon.


FIELD NAME

DESCRIPTION

Alteration Type

The type of alteration describe, options are:

  • CANCEL
  • RENEW
  • UPGRADE
  • EXTEND

From Membership Code

Links to Membership Setup. The type of membership we intend to change.

Sales Item No.

The sales item used in the POS and accounting to capture the event.

Description

The description used in POS

To Membership Code

The target membership code

Alteration Activate From

Options to define the start date calculation of this change, options are:

  • As soon as possible (TODAY)
  • Date Formula

Alteration Date Formula

Date formula calculate the start date, e.g. CM+1 to calculate the first of next month.

Activate Grace Period

Activate the grace period filters. Allows for filtering out unwanted change paths in relation to the current state of the membership validity. (E.g. it should not be possible to RENEW membership until 1 month prior to it expires)

Grace Period Relates To

Which date the grace period should operate on. Options are:

  • Start Date
  • End Date

Grace Period Before

A date formula (such as "14D") to define the time frame BEFORE the grace date which this alteration is valid.

Grace Period After

A date formula (such as "14D") to define the time frame AFTER the grace date which this alteration is valid.

Membership Duration

The duration of the new membership time frame

Price Calculation

How the price should be calculated. Options are:

  • UNIT_PRICE – Item Unit Price is suggested
  • PRICE_DIFFERENCE – The value difference of the overlapping time period is calculated and the fraction of the extended value is added together
  • TIME_DIFFERENCE – only the fraction of the extend value is considered.


    Not all calculations apply to every alteration type

Stacking Allowed

Defines if multiple RENEWs are possible.




MEMBER NOTIFICATION SETUP


This table hold set up that created member notifications. The menu is in the shortcut from Member Community, under Navigate Ribbon.


FIELD NAME

DESCRIPTION

Code

Primary Key

Description

A useful description

Type

Option to determine type of notification

  • WELCOME
  • RENEWAL

Days Before

Used with type renewals, this will create a notification X days before the membership needs to be renewed

Days Past

Used with WELCOME and NONVISIT. Number of days since member was created or members' previous visit.

Template Filter Value

This value is passed on the email processing and the intention is to simply notification template selection.

Community Code

This notification belongs to stated Community Code. May be blank to be independent of membership code.

Membership Code

This notification belongs to stated Membership Code. May be blank to be independent of membership code.

Next Notification Code

Unless the notification is canceled when processed, it will create a new notification with this code.

Cancel Overdue Notif. (Days)

Is a safeguard to not send notifications that are overdue, stated by number of days. A zero indicates no safeguard.

Target Member Role

Who among the membership members is the target of the notification;

  • FIRST ADMIN
  • ALL ADMINS
  • ALL MEMBERS


    The welcome notification e.g. might be intended for admin members only.


MEMBERSHIP LIMITATION SETUP


This table is used to define membership access rules. The menu is in the shortcut from Membership Setup, under Navigate ribbon.

You define rules for the membership access and when a condition is met, the system will react and prompt with a message.


FIELD NAME

DESCRIPTION

Membership Code

This rule is for the stated membership code

Admission Code

This rule is for the stated admission code. Works with webservie not POS (yet)

Constraint Type

Options are

  • Relative Time - now minus the seconds (last hour)
  • Fixed Time - between certain times of day (lunch time)(rush hour)
  • Dateformula - similar to relative time but uses date formula

Constraint Source

Options are

  • Membership
  • Member
  • Membercard

    Defines whether rule is applied to the memberships, members or
    member cards. Memberships can have many members and every
    member could have multiple cards. When the relationship is 1:1:1
    this does really matter

Constraint Seconds

No. of seconds when constraint type is Relative Time

Constraint From Time

Constraint start time when constraint type is Fixed Time

Constraint Until Time

Constraint end time when constraint type is Fixed Time

Constraint Dateformula

Date formula when constraint type is Dateformula

Event Limit

The access limit per event

POS Response Action

Options are

  • Error
  • Confirm
  • Message
  • Allow

POS Response Message

Response message to display depending on the POS response action
selected

WS Response Action

Options are

  • Error
  • Allow

WS Deny Message

Message when WS response action is Error

Response Code

Unique code for each response

Blocked

Block rule when not in use


Membership


The membership entity holds the actual membership.
Menu: Departments > Retail Add Ons > Members > Memberships


FIELD NAME

DESCRIPTION

Entry No.

Primary Key

External Membership No.

The external membership identification

Description

Membership description

Company Name

A corporate membership belongs to a named company

Blocked

Enables blocking a membership without interrupting the membership time frame

Blocked At

When it was blocked

Blocked By

Initials of user that blocked membership.

Community Code

A link to the membership community table

Customer No.

A link to the customer table

Membership Code

A link to membership setup table

Issued Date

Date of creation

Document ID

(Web Service) A reference to the message that created this membership




MEMBERSHIP ROLE


This table links the membership with its members.


FIELD NAME

DESCRIPTION

Membership Entry No.

(Primary Key field) Foreign key to membership table

Member Role

(Primary Key field)
The role member has in this membership, options are:

  • ADMIN
  • MEMBER

Member Entry No

(Primary Key field) Foreign key to member table

Blocked

Enables blocking a membership without interrupting the membership time frame

Blocked At

When it was blocked

Blocked By

Initials of user that blocked membership.

Community Code

A link to the membership community table

User Logon ID

Credentials for 3rd party member management software

Password SHA1

Credentials for 3rd party member management software

External Member No.

(Flow field)

Member Display Name

(Flow field)

External Membership No.

(Flow field)

Membership Code

(Flow field)

Company Name

(Flow field)




MEMBER


Represents the person in the membership.
Menu: Departments > Retail Add Ons > Members > Members


FIELD NAME

DESCRIPTION

Entry No.

Primary Key

External Member No.

The external member identification number

First Name


Middle Name


Last Name


Blocked

Enables blocking a membership without interrupting the membership time frame

Blocked At

When it was blocked

Blocked By

Initials of user that blocked member.

Phone No.


Social Security No.


Address


Post Code Code


City


Country Code


Country


Gender

Options are:

  • NOT_SPECIFIED
  • MALE
  • FEMALE
  • OTHER

Birthday


Picture


E-Mail Address


E-Mail News Letter

Options are:

  • NOT_SPECIFIED
  • YES
  • NO

Created Datetime


Display Name


Contact No.


Document ID

(Web Service) A reference to the message that created this member


MEMBER CARD


FIELD NAME

DESCRIPTION

Entry No.

Primary Key

External Card No.

The external member card identification number

External Card No. Last 4


Pin Code


Valid Until

When this member card is used, the valid until date is checked. Expired cards are not valid

Blocked

Enables blocking a membership without interrupting the membership time frame

Blocked At

When it was blocked

Blocked By

Initials of user that blocked member card.

Block Reason

This option to specify why card was blocked. Options are;

  • UNKNOWN
  • EXPIRED
  • USER_REQUEST
  • INTERNAL

Membership Entry No.

Foreign key to membership table

Member Entry No.

Foreign key to member table

External Member No.

(Flow field)

Member Blocked

(Flow field)

Display Name

(Flow field)

E-Mail Address

(Flow field)

External Membership No.

(Flow field)

Membership Blocked

(Flow field)

Company Name

(Flow field)

Document ID

(Web Service) A reference to the message that created this member card




Membership Entry


This table holds the time frame entries that establishes membership validity. The entries are found in the membership card under menu Memberships.


FIELD NAME

DESCRIPTION

Entry No.

Primary Key

Membership Entry No.

Foreign key to membership table

Valid From Date

Time frame start date (inclusive)

Valid Until Date

Time frame end date (inclusive)

Created At


Context

The context in which this entry was created. Option are;

  • NEW
  • CANCEL
  • RENEW
  • UPGRADE
  • EXTEND

Blocked

Enables blocking a membership without interrupting the membership time frame

Blocked At

When it was blocked

Blocked By

Initials of user that blocked membership entry.

Item No.

Item used in sales

Description

Description used in sales

Membership Code

The membership code membership should have code in this time frame. The membership code on membership correctly reflects the current membership code.

Closed By Entry No.

The time frame may be altered by another entry as the consequence of RENEW, UPGRADE, EXTEND. The causing entry is linked on the CANCEL entry

Duration Dateformula

The original duration, as per entry creation

Unit Price

Unit Price (from Item Card)

Amount

Amount (discounts applied)

Amount Incl VAT

Amount Incl VAT

Receipt No.

NPR Reference. POS Receipt number of sales

Line No.

NPR Reference. POS Receipt line number of sales

Source Type

NAV reference of origin. Reserved for future use. Options are:

  • SALESORDER

Document Type

NAV reference of origin. Reserved for future use. Option mirror the type of creating document

Document No.

NAV reference of origin. Reserved for future use.

Document Line No.

NAV reference of origin. Reserved for future use.

Import Entry Document ID

(Web Service) A reference to the message that created this member card




MEMBERSHIP NOTIFICATION


Hence, a notification may be created. The Member Notification is created preemptively and may be canceled when it is processed on the intended notification date. The entries are found in the membership card or membership list under menu Memberships.


FIELD NAME

DESCRIPTION

Entry No.

Primary Key

Membership Entry No.

Foreign Key to membership

Member Entry No.

Foreign Key to member.

  • May be non-zero when notification is intended to a specific membership member.
  • Target member role rule is also obeyed

Notification Code

Foreign Key to Member Notification Setup

Date To Notify

The date when notification is to be executed.

Notification Status

Process state;

  • PENDING
  • PROCESSED
  • CANCELED

Notification Processed At

Date time of last processing time

Notification Processed By User

Who executed notification

Blocked

Prevents notification from being processed

Blocked At

Date time of the block

Blocked By User

Blocked by user

Notification Trigger

From Member Notification Setup

Template Filter Value

From Member Notification Setup

Target Member Role

From Member Notification Setup




MEMBER NOTIFICATION ENTRY


When the Membership Notification is processed, the actual member(s) to notify are resolved. That member information is stored in this entry table along with process status information. The entries are found in the membership card or membership list under menu Memberships.


FIELD NAME

DESCRIPTION

Notification Entry No.

Primary Key, Foreign key to Members Notification

Member Entry No.

Primary Key, Foreign key to Member

Membership Entry No.

Foreign key to Membership

Notification Code

From Member Notification

Date To Notify

From Member Notification

Notification Send Status

Process state;

  • PENDING
  • SENT
  • CANCELED
  • FAILED

Notification Sent At

Date time

Notification Sent By User

Sent by user

Blocked

Blocked

Blocked At

Blocked at

Blocked By User

Blocked by

Notification Trigger

From Member Notification

Template Filter Value

From Member Notification

Target Member Role

From Member Notification

Notification Method

Option of Notification Method (Should be inherited From Member)

  • E-MAIL

External Member No.

From Member

External Membership No.

From Membership

E-Mail Address

From Member

Phone No.

From Member

First Name

From Member

Middle Name

From Member

Last Name

From Member

Display Name

From Member

Address

From Member

Post Code Code

From Member

City

From Member

Country Code

From Member

Country

From Member

Birthday

From Member

Community Code

From Member

Membership Code

From Membership

Membership Valid From

From Membership Entry

Membership Valid Until

From Membership Entry

External Member Card No.

From Member Card

Card Valid Until

From Member Card

Pin Code

From Member Card

Failed With Message

If the send should fail, and if the send implementation returned a reason, it will be here.




Managing Memberships


For a membership to be active, there should be a time frame registered for that membership. The time frame entry defines the start and end date and include some information regarding the price and in which context it was created or edited.
When a membership is created, the first-time frame is created automatically – this time frame makes the membership valid.
The member management functions operate on those time frames and create new time frames and canceling part of them accordingly.
The general rule is that two time frames may not overlap. The operations Extend and Upgrade require an active time frame and will mexodify the active time frames until date does not to violate this rule.
When an Extend or Upgrade time frame is canceled, the original time frame is restored.


POS commands


There are 5 commands to manipulate the current time frame. There general behavior is as follows;


  • RENEW – will add a new time frame AFTER the last time frame (back to back) when the renew action is performed while there are future time frames. Should all the time frames be valid in the past, the new time frame is added starting today.
  • EXTEND – requires that there is a time frame for the extension start date and that the duration of the new time frame, extends (is valid for a longer time) the current time frame.
  • UPGRADE – also requires that there is a time frame for the upgrade start date. Upgrade changes the membership code for the remaining time in the time frame. Upgrade must have a start date of TODAY. (This is because the POS price and discount structure does not allow changing something for the future)
  • CANCEL- ends the current time frame on the specified date (Setup).
  • REGRET – will undo the last time frame and restore the conditions of the membership to those that applied before the change that is regretted. The first time frame created for a membership may be regretted, in which case the membership cannot be reactivated again. A REGRET operation cannot be undone.


Web Services


Two web service are available to perform the same activities as can be done from the POS;


  • GetMembershipChangeItemsList- This service returns a list of items that can be used to alter the membership. The membership time frame and price is calculated in context of the active membership.
  • ChangeMembership - This service executes the change to the membership as described by one of the items from the list in GetMembershipChangeItemsList service


The RENEW and EXTEND operates primarily on time, while UPGRADE changes the conditions of the membership. Renew and extend can be combined with upgrade functionality under the condition that new time frames start date must be from TODAY.
CANCEL will terminate the membership on the specified date.


RENEW


Renew is used to add a new subscription period after the current period. The start date of this new period is determined when the renewal is done and the activation date formula on the setup.

Start Date of the new subscription time frame may not interfere with previously registered time frames that are not canceled.


Price calculations


The setup allows for 3 pricing strategies, but only the Unit Price applies to renew, since overlapping time frames are not allowed.


Stacking


With the "Stacking Allowed" option, it is possible control if multiple future renewals are allowed. When true, an unlimited number of time frames may be created.


Grace Period


A grace period can be defined in order to define when the start date of the new period must occur in relation to the current period. This is useful when you want to limit which options should be selectable.
Grace period can be defined to be relative to either start date or end date of the subscription. There are date formulas to calculate the period before the date and after the date.


Extend


Extend is used to add a new subscription period from the current point of time. The current point of time may be skewed using the activation date formula on the setup. The overlapping part of the currently active time frame is removed.

The membership extend functionality should be seen as a recommitment from the customer to stay a customer for full new period of time.


Price calculations


The setup allows for 3 pricing strategies:


  • Unit Price – this will suggest the unit price as set on the item card.
  • Price Difference– this method will calculated the suggested unit price as value of the new time frame minus value of canceled time frame for the overlapping period plus the extended period at full price.
  • Time Difference – this method will calculate the suggested unit price as the value of the new time frame, without considering the overlapping period.


Stacking


Not applicable.


Grace Period


A grace period can be defined in order to define when the start date of the new period must occur in relation to the current period. This is useful when you want to limit which options should be selectable.
Grace period can be defined to be relative to either start date or end date of the subscription. There are date formulas to calculate the period before the date and after the date.

In the example, above, the membership may be expanded in the last 4 months of the subscriptions.


Upgrade


Upgrade as opposed to renew and extend, changes the type of membership. The upgrade applies to the remaining of the time frame. Upgrade must become valid from TODAY or the change will not be possible.


Price calculations


The setup allows for 3 pricing strategies:


  • Unit Price – this will suggest the unit price as set on the item card.
  • Price Difference– this method will calculated the suggested unit price as the value of the new time frame minus value of canceled time frame for the overlapping period.
  • Time Difference – not available as there is no time extension to consider


Stacking


Not applicable.


Grace Period


A grace period can be defined in order to define when the start date of the new period must occur in relation to the current period. This is useful when you want to limit which options should be selectable.
Grace period can be defined to be relative to either start date or end date of the subscription. There are date formulas to calculate the period before the date and after the date.
From a business case view, grace periods might not apply to upgrades when going to a more expensive product. It can however be useful when handling membership downgrades and not allowing such selections in the beginning of the membership time frame.


CANCEL


The cancel membership function is to end the current membership. Cancel cannot be performed unless there is an alteration rule setup.


Price calculations


The setup allows for 3 pricing strategies:


  • Unit Price – this will suggest the unit price as per the original unit price.
  • Price Difference– this method will calculated the suggested unit price as the value of the remaining time.
  • Time Difference – will return 0


Stacking


Not applicable.


Grace Period


A grace period can be defined in order to separate different types cancel rules. The cancel that applies in the beginning of the membership time frame might refund the sales price. As time progress, cancel might return refund value that is proportional to the remaining time.
Grace period can be defined to be relative to either start date or end date of the subscription. There are date formulas to calculate the period before the date and after the date.


REGRET


The regret operation works as an undo. The current time frame will be undone and the preceding time frame will be restored.


Price calculations


The setup allows for 3 pricing strategies:


  • Unit Price – this will suggest the unit price as per the original unit price.
  • Price Difference – NA
  • Time Difference – NA


Stacking


Not applicable.


Grace Period


Grace period applies to the regret if setup. Consumer law might require unconditional refund during the first 14 days.


Member Notification


The member module can communicate with its members in regards to the following events.


  • When a member is created, a welcome notification may be sent.
  • When a membership is due for renewal, the members of the membership may be reminded of this fact.


When the notification system is activated, it is preemptive, meaning that it will create a notification with a future date. When time comes, the notification is validated, and if it is deemed to be valid, then the member is notified.


Setup example:


A sample setup for membership renewal notifications setup


Code

Description

Days BEfore

Community Code

TARGET MEMBER ROLE

Next NOTIFICATION CODE

R30

30 Days until expiry

30

COMMUNITY

First Admin

R20

R20

20 Days until expiry

20

COMMUNITY

All Admins

R10

R10

10 Days until expiry

10

COMMUNITY

All Members

R00

R00

Membership expired

-1

COMMUNITY

All Members




All memberships with COMMUNITY CODE set to COMMUNITY and having the "Create Renewal Notification" check-box ticked, will get;


  • First notification (R30) 30 days before expiry
    • If membership is renewed before notification is sent, it will be canceled and a new notification will be created for that membership (if applicable).
    • If notification was sent, next notification R20 is created
    • Notification is sent to the member that is First Admin
  • Second notification (R20) 20 days before expiry, unless membership was renewed
    • If notification was sent, next notification R10 is created
    • Notifications are sent all Admin members
  • Third notification (R10) 10 days before expiry, unless membership was renewed
    • If notification was sent, next notification R00 is created
    • Notifications are sent to all members
  • Fourth notification (R00) 1 day after expiry, unless membership was renewed
    • Notifications are sent to all members


Activating


Notifications can be activated from the systems perspective on two levels.


  • On the Membership Setup card
    • Check "Create Renewal Notification" – create renewal notifications on membership sales renew / extend actions.
    • Check "Create Welcome Notification" – create welcome notifications on member create
  • On the Community Setup card
    • Check the "Create Renewal Notification" - create renewal notifications on membership sales renew / extend actions.


In addition, there must also exist a Member Notification Setup to match the combination of Community Code / Membership Code. When the notification has been activated using the checkboxes, the Member Notification Setup is searched for notification rules in the following order:


  1. Matching Community Code, Membership Code
  2. Matching Community Code, blank Membership Code
  3. Blank Community Code, blank Community Code


When a rule was found, a notification is created.'


Member Opt-out


Members can opt out from notifications by setting the "Notification Method" to blank on their member card.


Email templates


To send E-Mails with NaviPartner Retail, one or more template needs to be setup.


  • To create a template, navigate to the "E-Mail Templates" page from the "Member Notification Setup" page
  • Click New
  • Create a template like this:
  • The values in curly brackets will be replaced with actual values when the e-mail is created.
  • For advanced setup, see the E-Mail Setup & Template documentation




Automation


To automate sending of notifications, codeunit 6060136 should be added task queue.


Setup


Suggested order for setting up member


ROLE CENTER


Setting up the role center Profile ID.


  • Navigate Profiles (Departments/Administration/Application Setup/RoleTailored Client)
  • Add a new Profile ID for Ticket & Members
    • Role Center ID is 6060149


Assigning a Profile ID to User ID


  • Navigate to User Personalization (Departments/Administration/Application Setup/RoleTailored Client)
  • Find the User ID and set/ change the Profile ID




POS Setup


Touch Screen Setup


To add membership sales as buttons on the POS sales form, simply add them as regular sales items on the "Sales Form". Any item defined in the Membership Sales Setup will behave as a new sale of a membership.
Hence, if we want to have a button on the POS to create new members, then we will need to add it just like an item for sale.

Behind it we need to have two major set-ups:
Item Creation:

Membership Sales Setup where the parameters for the sales of the membership are set:

Note: The it is only the Business Flow Type Membership that works in Standard solution, the rest has been developed for Transcendence.
To manage member functions from the POS, several additional command buttons must be added in the POS to control what the button should do in regards to a member.
With the Line Type set to Internal and the Filter No. set to MM_SCAN_CARD, different sub-functions can be accessible in the POS by defining the field "Parameter" according to the following table.


Parameter

description

MEMBER_ARRIVAL

The will ask for the member card and register arrival on the default admission code associated with the item specified on the Membership Sales Setup

MEMBER_ARRIVAL:: <ADMISSIONCODE>

As above, but selection the admission code after the double colon. This requires that the ticket is valid for multiple locations and the admission code is valid for the ticket.

SET_MEMBERNUMBER

This function will ask for the member card and extract the customer number from the membership and set it in the POS. Subsequent item registrations will enjoy the benefits derived from price / discount structures defined for the customer.

EDIT_MEMBERINFO

Operates on the POS sales line. If it is a membership POS new sales item, the information may be edited.

LOOKUP_MS_ENTRIES

This function will ask for the member card and show all the time frames the membership has

REGRET_MS_ENTRY

This function will ask for the member card and regret the most recent time frame.

RENEW_MEMBERSHIP

This function will ask for the member card and show a list of the renew products that the membership is entitled to. The list contains prices and calculated dates illustrating the time frame that will result from the change.

EXTEND_MEMBERSHIP

This function will ask for the member card and show a list of the extend products that the membership is entitled to. The list contains prices and calculated dates illustrating the time frame that will result from the change.

UPGRADE_MEMBERSHIP

This function will ask for the member card and show a list of the upgrade products that the membership is entitled to. The list contains prices and calculated dates illustrating the time frame that will result from the change.

CANCEL_MEMBERSHIP

The cancel function will terminate the membership on date specified by the date formula.




Internal Member Registration Process


Overview


Membership registration and alterations are split into two distinct parts - before and after payment.


Before Audit is posted


New sales


  1. During POS item registration, the POS identifies the item as being a member item
  2. After the POS item has been created, the member info capture dialog is displayed to capture the required member information
    1. On dialog exit
      1. On confirmation, the membership structure is created, except the membership ledger entry making it valid.
      2. On cancel, the POS sales line is deleted along with the records used to capture the member information
  3. POS is ready for new action


Management functions


  1. Teller selects some functions such as CANCEL/REGRET, EXTEND, UPGRADE, UPGRADE and scans the member card
  2. The POS may show a member confirmation dialog (setup)
  3. The POS shows a list of products the membership is eligible for.
  4. The selected products is registered.
  5. The price and receipt information is captured and the member info capture objects is updated.


During Audit Role posting


  1. The member info capture table is searched for entries matching the sale receipt
    1. The action is finalized,
      1. NEW
        1. Adds an entry to the Membership Entry table
      2. RENEW,EXTEND,UPGRADE
        1. Adds a new entry to the Membership Entry table
        2. Updates the current entry
      3. CANCEL
        1. Updates the current entry



Web Services


Setup in Navision:


To setup ticket web-services, navigate to the "Web Services" page at Departments/Administration/IT Administration/Services and register codeunit 6060126 with the service name "member_services".
In a multi-tenant environment, this must be done from the default tenant.

The following member web services are available:


Setting up memberships


The following services can be used to create memberships and members, update the member information and possibly block the membership from usage until it has been unblock.


Services

DESCRIPTION

CreateMembership

This web service creates an empty membership using a sales item from the membership sales setup table

AddMembershipMember

Adds members to an existing membership

UpdateMember

Updates an existing member

UpdateMemberImages

Updates an existing members picture

BlockMembership

Blocks an existing membership






Querying Memberships and members


The following services can be used to retrieve member information


Services

DESCRIPTION

GetMembership

Searches and returns Membership information

GetMembershipMembers

Searches and returns the Member connected to a membership

GetMemberImage

Get the image for a member

MembershipValidation

Checks if membership is active

MemberValidation

Checks if member is blocked and membership is active

MemberCardNumberValidation

Checks if member card is valid and membership is active

MemberEmailExists

Check if the email address has been used on an already created and active member.




Mananging the membership product and duration


Altering the memberships validity can also be performed by webservies.


Services

DESCRIPTION

GetMembershipChangeItemsList

This service returns a list of items that can be used to alter the membership. The membership time frame and price is calculated in context of the active membership.

ChangeMembership

This service executes the change to the membership as described by one of the items from the list in GetMembershipChangeItemsList service




Tickets and registering member Integration


Member and tickets are integrated. It is possible to define guest tickets for members.


Services

DESCRIPTION

GetMembershipTicketList

This service returns a list of valid ticket items that the member can select from, to accommodate a self-service check-in for himself including guests.

(This is a 2 step process)
Second half (registering ticket and arrival) is provided by the ticket management web service

MemberCardRegisterArrival

This services is intended for handling self-service scanning of member card number, and allowing member entry.
(This is a one step process)

MemberRegisterArrival

This services is intended for handling self-service scanning of member number, and allowing member entry.
(This is a one step process)


Auto Renew Process







Membership Sales Setup


FIELD NAME

DESCRIPTION

Auto-Renew To

Item to Auto-Renew To


Membership Alteration Setup


FIELD NAME

DESCRIPTION

Alteration Type

Set to Auto-Renew

From Membership Code

Membership Code to auto-renew

Sales Item No.

Auto-Renew item no.

Auto-Renew To

Item to Auto-Renew to



Membership Community  Auto Renew Process


FIELD NAME

DESCRIPTION

Community Code

Community code to Auto-Renew

Membership Code

Membership code to Auto-Renew

Valid Until Date

All memberships having Auto-Renew set to True and validity before or on this date will be auto-renewed automatically

Document Date

Document of invoice created

Payment Terms Code

Payment terms for invoice created. Due date will be calculated based on Document Date and Payment Terms Code value

Payment Method Code

Payment method for invoice created

Post Invoice

Invoice will be posted automatically if set to True

Salesperson Code

Salesperson code to assign to invoice