Assigning a succession subscription to a member – MemNet

When you set up a Member Subscription for a Subscription that has a Successor you will notice that you are also presented with a Succession Date. It will default to the Subscribed Until date plus the Succession Period configured for the selected subscription.

You can either:

Leave it as it is which means that this Subscription will be succeeded after the completion of the term of the subscription that takes it up to or beyond the Succession Date;
Modify the date. The rules remain the same as above but will happen in relation to the date you enter. You can modify the date by keying in the value or using the occurrences field by entering the number of subscription periods you want to pass by before the Succession will take effect;
Clear the field, in which case the Succession will not take place for this Member.

When is a Member Subscription Succession Actioned?

In simple terms, it is evaluated whenever an Invoice is created for that Subscription. That is when:

Process Pending Transactions for Subscriptions that are for Invoices
Making Payments in Accounts Receivables for Renewal Invitations
Member Self Service Renew Membership
Import Payments against subscriptions where invoices are created for them

The effect of it being actioned is:

The current subscription will be renewed through to the end of the next period based on the subscription's frequency;
If the end of the next period is equal to or greater than the Succession Date:
- The existing subscription will have its Stop Date set equal to the end of the next period; AND
- A new subscription record (for the Succession Subscription) will be created starting from the date the original one is to finish. The frequency for the new subscription will be made the same as the original subscription (if it is not available on the new subscription it will use the first available).

Important Notes:

Successions are not retrospective. If you go and set up a Succession in Subscription Maintenance it will only take effect for new Member Subscriptions.
To ensure that succession happens for existing Members you will need to go to the Member Subscription and manually enter a Succession Date, the member will then succeed to the succession subscription following the future renewal processing that sets the subscribed until date of the subscription to be equal to or after the succession date. This will establish the succession subscription to follow the existing subscription as described above.
You can manually replicate the succession processing by setting a stop date on the members existing subscription and creating a new member subscription with a start date equal to that stop date.
A blank Succession Date (which you can clear) is the way of excluding a particular Member from the automatic Succession processing.