How to set up Due Date Scheme?

Introduction

Due date scheme. This feature enables to fine tune due dates of the following Payment Plan Fees:

• Administration Fee
• Prorata
• Default Membership Fee

This article describes how to properly set up and understand the business value of the Due date scheme feature on your Payment Plan. 

This article will be useful to advanced system users, like PG Champion, Club Manager, Sale Manager, Administrator and Club Owner. 

Before you start

Read this article and make sure you understand well the meaning of Payment Plan definitions. 

Instruction

How to set up Due Date Schema?

1. Go to the PGM -> Settings -> Dictionaries
2. Select Due date scheme from the drop-down list.
3. Add short scheme description in the key field
4. Add value field - see description below

Value field description

Value field contains three or more information blocks separated by semicolon, in example:

• First block - J0 in the example above - describes the administration fee due date. 
• Second block - S0 in example above - describes the prorata due date. 
• Remaining blocks refer to the Membership Fees.
  • D0 - refers to all membership fees,
  • 12_D0 - refers to 12th membership fee i.e. a payment for 12th month for monthly recurring payment plan. 
• Symbols J, S and D refer to the Payment Plan related Dates:
  • J - payment plan signature date
  • S - payment plan start date
  • D - default date
• Number after symbol shifts Payment Date by set number of days, i.e.:
  • J0 - payment plan signature date
  • J5 - payment plan signature date + 5 days

Value field examples

J0;J0;D0;12_J0 - administration fee, prorata and 12th membership fee due on contract signature date. Remaining membership fees due dates unchanged/default.

S0;J0;D0 - administration fee due on contract start date, prorata due on contract signature date. Remaining membership fees due dates unchanged/default.

J0;S-5;D0 - administration fee due on contract start date, contract payment 5 days before the start date of contract. Remaining membership fees due dates unchanged/default. 

Applying due date scheme

1. Go to the PGM -> Sale -> Memberships -> Payment Plan 
2. Select a given Payment Plan from the list and edit it. 
3. In the Settings part, tick the Use advance due date schema policy for contract fees checkbox. 
4. In the Contract Payment due date settings part, tick the Use advance due date schema policy for contract fees checkbox.