====== Membership models ====== The following membership models and variants must be mapped in the standard PC CADDIE contribution allocation. -- In progress \\ \\ \\ \\ \\ \\ \\ {{tablelayout?colwidth="150px,750px"&rowsHeaderSource=0&rowsVisible=0&float=left}} ^Payment method ^ Membership offer text ^ |annual|Membership with annual payment, start month possible during the year, one-off admission fee selectable| |monthly|Membership with annual payment, starting month possible during the year, one-off admission fee selectable| |quarterly|Membership with annual payment, starting month during the year possible, one-time membership fee selectable| ^Membership sales text^Payment method^Remark & intention of the model^ Illustration in PC CADDIE^ |1st full membership, right to play Mon-Sun.|Payment once at the beginning of the year|Main membership form | PCCADDIE:....| |-->|Payment monthly Term calendar 1 January, contribution pro rata in the first year |_| PCCADDIE:....| |-->|Payment monthly, term and cancellation at the end of the month|_| PCCADDIE:....| |2. limited membership, right to play Mon-Fri|Payment once at the beginning of the year|Main membership form| PCCADDIE:....| ^Model^Authorisation^Definitions^Payment method^ | YM (age-dependent)|Unlimited playing rights with/without authorisation to play KG|With parents in the club, without parents in the club|Payment monthly/annually/semi-annually | |OM|Unlimited right to play with/without authorisation to play KG|Spouse I, Spouse II|Payment monthly/annually/semi-annually| |Over 80 (depending on age)|Unlimited right to play with/without authorisation to play KG|Spouse I, Spouse II|Payment monthly/annually/semi-annually| |PM|No right to play|With DGV card (HCP), Without DGV card|Payment monthly/annually/semi-annually| |GF member, second member, trial member, remote member|Limited playing rights or no playing rights with/without playing authorisation KG|With DGV card (HCP), without DGV card|Payment monthly/annually/semi-annually| |Annual member|Limited right to play or no right to play with/without authorisation to play KG|With DGV card (HCP), Without DGV card|Payment monthly/annually/semi-annually| =====Graphic illustration===== ====Creating the membership forms==== Which fields are available in PC Caddie to implement the membership characteristics? - [[en:einstellungen:programmeinstellungen:personenmerkmale|Personal characteristics]] {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen.png?400|}} These are freely definable. Characteristic02: It defines the membership type --> Field: MITGMERK02 Characteristic03: Status identification (single person, child with/without parents in the club/ other parameters such as with DGV/without DGV etc.) -->Field: MITGMERK03 Feature04: for other. Should not be used as an additional membership feature -->MITGMERK04 - [[en:einstellungen:programmeinstellungen:personenzusatzfelder|Additional fields]] {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen_zusatzelder.png?400|}} A total of 8 additional fields, some of which may be reserved for other purposes - [[en:einstellungen:programmeinstellungen:zusatzinfos|Additional info]] {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen_zusatzinfo.png?400|}} Any amount of additional information. The individual contributions can be regulated here. - [[de:personen:neuerfassen:neuerfassen_s_zahlweise#bank_zahlung|Payment method]] {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen_zahlweise.png?400|}}{{de:umsaetze:beitragstypenartikel:mitgliedschaftsforen_zahlweise2.png?200|}} The different payment methods should not be selected via the membership features, but preferably via the **Payment method** field in the Payment screen. - [[en:personen:neuerfassen:neuerfassen#eintritt/Austrittsdatum]] 1 field each ====Definition of the articles==== ^Item^Definition^Frequency^ |Product group, FNA number|Guest/member|One-off| | |All characteristics|Monthly| | |Additional field|% change per contribution year| | |Additional information|Annual| ====Mapping of the various memberships with the associated articles==== ^Type^Payment^ |OM|annually, monthly, half-yearly| |Second member|monthly, yearly less than yearly, quarterly payment| |Trial member I, II and III, max. 1 year each, every year +100 Eur|monthly, annual payment| ====Contribution allocation in PC Caddie===== By payment method: - M = monthly - H = half-yearly - Q = quarterly (quarterly) - J = annually Selection in the article: {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen_artikel.png?400|}} Default setting in the person mask. Tab: Payment {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen_zahlweise_dropdown.png?400|}} By year of entry - 0-0 = 1st year - 1-1 = 2nd year - 2-2 = 3rd year {{de:umsaetze:beitragstypenartikel:mitgliedschaftsformen_eintrittsdatum.png?400|}}