Member Types

The Membership Types code table is used to maintain the type of membership a patron may have. The Result Value is the the actual name of the membership type. The Lookup Values are what appear in the Member Type drop down list in the Member Tab of the Patron Window. The Account Column displays the General Ledger Accounts that revenue for a particular membership is allocated to. The Description Column displays the GL Account description.

Inserting a New Member Type

1. Before a new Membership Type is created, a General Ledger Account number should be set up for it. Most commonly the membership accounts will fall under the heading Other Income in the General Ledger Accounts Window.
2. Open the Member Tab in Code Tables.

    

3. Click the Insert Button on the Toolbar.

   The entry of Member Type window will appear.

   

4. Enter the Member Description.

   This is the the description of the type of membership that you are creating. This text appears as the code table result value.

5. Enter the the Member Type.

   This is the short form of the membership description. This text appears as the code table lookup value.

6. Enter the GL Account Number.

   This is the GL number that sales revenue for this membership type will be allocated to. Type in the full 8 digit account number here, or you can use the drop down list on the right side of this field to assist in the selection of the account number.

7. Enter the Next Available #.

   This field is used to keep track of membership numbers. When creating a new member type it is important to tell Theatre Manager what the next available membership number is. The membership number field is alpha numeric, so you can enter both numbers and letters into this 5 character field.

8. Click Save.

   The new member type has now been created and is ready for use.

Deleting a Member Type

Before you actually delete a member type it is important to ensure that you have no outstanding non-posted membership sales for the member type. If you have sold one of these memberships and it has not been journalized, make certain that you Create a Sales Entries, Deposit, and Post the General Ledger Entries prior to deletion. If you do not do this, your General Ledger will go out of balance at the end of the day due to a missing account. To be more specific, a missing membership account. This is because the membership type was deleted before the membership revenue was journalized. Deleting the member type breaks the link between itself and the General Ledger Account Number.

1. Click on the Member Type that will be Deleted.

   The member type should now be highlighted.

2. Click the Delete Button on the Toolbar.

   The following Dialogue Box will appear:

   

3. Click Yes to Delete the Member Type.

   The member type is now deleted.