Introduction
Sometimes, it might be necessary to raise the prices of payment plans. This can be tricky, as there are past transactions involved, which basically you would not want to change. You can attempt updating prices on each and every active Payment plan, changing them one by one. Nevertheless, the risk of error is high. You might as well consider ending current contracts and adding new ones from scratch, with with new prices. However, doing that involves a great amount of time and effort. Therefore, the solution we recommend is performing the mass price change on a group of Contracts, at once.
- This article will show you how to mass-end current Contracts and add new ones, i.e. in the event of a price rise.
- This article will be useful to those who manage changes in payment plans in terms of pricing and are responsible for member management in general.
Instruction
How to mass end the current contract and add new?
STEP 1
1. Go to the PGM -> Settings -> Support tools
2. Select Migration tab.
In this example, you will see the processing of two updates with the use of two files:
- mass changes template" file and
- .....
3. End the current contract on a particular date by selecting the Mass changes template file.
4. Here, you have a group of members with a corporate payment plan of indefinite end date.
For the use of this example, the change will cover moving them to an individual membership with a specified End date.
5. The file needs only three fields filled to process this change: IsUpdate set to 1, UserNumber filled in with the numbers of members you want the change to work on, and End date entered.
6. When the file is ready, upload and validate it.
7. Ok, so this part went well.
STEP 2
1. Now, you need to mass-add new contracts.
The new contracts would need to start one day after the current ones end.
2. In IsUpdate, set 0 (zero). Fill in UserNumber with the number of members you want the change to apply to. Enter both the SignUpDate and the StartDate.
The SignUpDate must be included in the Excel file. If it is left blank, the system will apply a prorated charge based on the date the new contract is uploaded via Mass Tools.3. In AccessRule, enter the Access Rule from the new Payment Plan that will be assigned to these members. In PaymentPlan, enter the name of the new Payment Plan being applied.
4. Repeat the sequence of steps to upload the file, then validate it and run the changes, as described in the STEP 1.
You wouldn't be able to check the change on the list view, as the plan starts in the future and there is still one active. However, you can check the change in Member profile of a given member you performed the change on.