[ Procedures ]

Deleting Membership Types #

Description #

To delete an existing ordinary or temporary membership type which could be applied to proper accounts.

Conditions #

Write access. Month is open for start-of-month or daily transactions.

Membership type is not in use by any account as either its current or most recent membership type.

Operator Level #

Manager

Usage #

Typically, membership type deletion is done in two phases:

Marking as not for sale #

In the main window choose Manager -> Membership Type.... In the ensuing Membership Type List window, select the membership type to be deleted and choose Edit. This displays the Membership Type window for this type.

At the bottom of the window, clear the check box for Membership type available for sale. This will result in the membership type not being included in the Membership Type drop-down list of the Membership Sale window so no further membership sales for the type can be entered.

Delete #

Open the Membership Type List window as described above. Select the membership type to be deleted and choose Delete.

If the membership type is still in use a dialog box will be displayed indicating the first account found with the membership type (either as its current membership type or, in the case of accounts with no membership, as its most recent membership type). In this case, the membership type will not be deleted.

Assuming the membership type is not in use, it will be marked as (to be deleted) (see State Files).

See Also #

Adding New Membership Types
Deleting Course Types
Deleting Proper Accounts
Displaying Proper Account Lists