To use wildcard product codes to update PAID_THRU date
A special wildcard option enables you to control the overall customer term Paid Thru date when there is not a single main dues product (the product that is listed first on the Set up customer types window) to be billed for the customer type. In order to use the wildcard feature, all potential products, which may be used to control the customer term Paid Thru date, must be established with the same initial string of characters in their product codes. A partial product code string followed by % designates a wildcard in the first product code slot on the customer types table. This option allows different products to be the main dues product for one customer type. This feature enables ties to use dues product billing and to control the customer Paid Thru date even when there is not a consistent dues product billed to all customers.
Example
An organization bills only chapter dues products and the chapter codes vary from customer to customer. In this case, CHAPT% would be entered in the first Billing Codes field on the Set up customer types window because all chapter product codes automatically begin with CHAPT (for example, CHAPT-HARRIS, CHAPT-TRAVIS). Payment of the first product whose code begins with the wildcard string will update the overall customer term or name PAID_THRU date. An example of a wildcard used on the Set up customer types is shown in the following picture with the corresponding product code defined on the Set up products window (see Defining Product Codes) In this case, only chapter dues products are billed. Customers can join from a group of chapters. In this example, the wildcard option is used for all chapters that begin with CHAPT.
Note: The customer's overall Paid Thru date will be advanced the first time a payment is fully applied to a line item whose product code begins with CHAPT.
10.5 Production Release. Updated 2/23/2006 1:42:38 PM
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