V12 Member Societies

 

 

The way ‘member societies’ are managed; changes in v12.

 

Member societies supported are

 

ATS

Capricorn

CRT

SmartTrade

Flybuys

 

To use member societies you firstly need to contact ACS with the details of which societies you subscribe to and if appropriate (ATS/CRT/Capricorn) the details of the member societies customer#. By default all existing member societies are converted to the new method.

 

Member societies can be maintained in the Admin, Parts & Service Module.

 

Admin

 

 

Service Invoicing

 

 

Parts Invoicing

 

 

If a customer belongs to a member society these buttons will be in italics.

 

Note: In Parts invoicing to attach member society details to a customer they must have a customer record, you cannot attach member society details to the cash sale accounts (typically 1000/1001). Use the button on the previous screen to ‘Add Customer’. This will create a ‘Cash’ customer record.

 

Clicking on these buttons will let you add and maintain customer’s member societies.

 

 

These details will also print on the parts and service invoices.

 

Capricorn/CRT/ATS

 

These 3 societies are treated differently than the rest. When an invoice is raised to a customer belonging to one of these Magix will update the invoice amount to the ‘Member Societies’ customer account and not to the ‘Members’ customer account.

 

You can still ‘show invoices’ in customer inquiries for the Members account.

 

The invoices produced will print the customer details.

Setup

 

Set these two fields, always make the date the month after the current ledger date, i.e. ledger date is 01/12/2009 make the member date 01/01/2010. This is important.

 

 

Next set the member societies in Admin-Accounts Receivable-System-Member Societies.

 

 

If CRT/ATS/Capricorn enter the customer# for these societies and your membership#. In this example the customer# for Capricorn Mechanical is 3016.