Inactivate/Terminate/Delete

This option is used to manage members who have not paid their dues. This program is run as part of your end of billing procedure.  

 

For example on April 1 (assuming bill 30 days in advance),

Once all the above statements are printed, then do the I/A/T program for bill month 3 - step 6 from above.

 

For example, if you bill once a year, the member will go from an “A” to an “I” for non payment. Then the next time you run the I/T/D program, they would go from an “I” to a “T” for non payment.  Then the next time you run the I/T/D program they would go from a “T” to a “D” so the system would know to delete them from the database.  

 

SAMS looks at the Dues Code at the Inact? field to see which member types should be included.

 

Caution, once a member has been deleted they can not be recovered except from a backup tape. In the Association Information screen, you can set the time limit for the system to delete members after X number of years.  

 

SAMS changes these records in the following way:

 

Status    Status Reason                   Status Date

A to I      01= Non payment              Today's date

I to T      01= Non payment              Today's date

T to D     Deleted from the system   N/A