Replicate a Dues Type
Replicating a dues type allows an internal user to copy the setup of an existing dues type when creating a new dues type. This is commonly used for creating a new dues detail for the next year of operations.
(We recommend reading "Dues Management: General Overview," "Dues Management: Getting Started," and "Add a Dues Type and Dues Details" before reading this article.)
To replicate an existing dues type, go to Dues Management > Dues Types.
- Select Replicate Dues, below the table of existing records.
- Enter the New Dues Year.
- Under Advance Active To & From Date By, enter a number and choose a unit (year, month, day) from the drop-down menu to set how far to advance the the dues type period.
- Select a dues type from the For These Dues Types drop-down menu.
- Select Replicate Dues Now.
- Note: This does not create a new dues type, but rather creates new dues details record for the dues type selected.
A green confirmation message will appear at the top of the screen when the change has been successfully saved. To see the new dues detail record listed, go to Dues Management > Dues Types, select the pencil icon on the left of the dues type, and select the Dues Details tab.