Difference between revisions of "ASA Join Form"

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(→‎Regular Member from Non-Approved Country Who Pays Using Bill Me on Join Form and Pays Later)
(→‎Regular Member from Non-Approved Country Who Pays Using Bill Me on Join Form and Pays Later)
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#*Click Process Payment.
 
#*Click Process Payment.
 
#'''After the account is marked paid:'''
 
#'''After the account is marked paid:'''
 +
#*Primary Contact should be checked in user record of person designated as primary contact on Join Form.
 +
#*For User records, in ASA Data Tab, Account Number, Sub C And CC ODE fields should be set; update flag should be checked.
 +
#*For Organization Record, in ASA Data tab, Member is set to Y, Cust Vend is set to C and Member Expiration, Membership Company Size, Account Number and Sub C fields are set; update flag should be checked.
 
#'''Membership Account is marked Pending.'''
 
#'''Membership Account is marked Pending.'''
 
#*ASA must go to the Pentagon record for this user's organization and put Y in the member field and enter an expiration date.
 
#*ASA must go to the Pentagon record for this user's organization and put Y in the member field and enter an expiration date.

Revision as of 18:48, 11 January 2018

The only way to join ASA is through the online join form on the https://www.aviationsuppliers.org website.

The different scenarios for joining are:

Regular Member from Approved Country Who Pays Online While Filling Out Join Form

After the user fills out the join form and pays, the following records are created on the website:

  1. User records for all contacts.
    • Primary Contact should be checked in user record of person designated as primary contact on Join Form.
    • In ASA Data Tab, Account Number, Sub C And CC ODE fields should be set; update flag should be checked.
  2. Organization record for organization specified on Join Form.
    • In ASA Data tab, Member is set to Y, Cust Vend is set to C and Member Expiration, Membership Company Size, Account Number and Sub C fields are set; update flag should be checked.
  3. Membership Account is marked Active.
    • Expiration Date in Account is set to Member Expiration from Organization record.
    • All users should be added to account and Primary Contact and Billing Contact should be set based on entries in Join Form.
    • Subscription for membership is added to account in Invoice Manager.

NOTE: After user pays for membership, organization and contact information is immediately pushed to Pentagon.

Regular Member from Non-Approved Country Who Pays Online While Filling Out Join Form

After the user fills out the join form and pays, the following records are created on the website:

  1. User records for all contacts.
    • Primary Contact should be checked in user record of person designated as primary contact on Join Form.
    • In ASA Data Tab, Account Number, Sub C And CC ODE fields should be set; update flag should be checked.
  2. Organization record for organization specified on Join Form.
    • In ASA Data tab, Member and Member Expiration are not yet set, Membership Company Size, Account Number and Sub C fields are set; update flag should be checked.
  3. Membership Account is marked Pending.
    • ASA must go to the Pentagon record for this user's organization and put Y in the member field and enter an expiration date.
  4. After the sync with the website, Membership Account is marked as Active.
    • Expiration Date in Account is set to Member Expiration from Organization record.
    • All users should be added to account and Primary Contact and Billing Contact should be set based on entries in Join Form.
    • Subscription for membership is added to account in Invoice Manager.

Associate Member Who Pays Online While Filling Out Join Form

After the user fills out the join form and pays, the following records are created on the website:

  1. User records for all contacts.
    • Primary Contact should be checked in user record of person designated as primary contact on Join Form.
    • In ASA Data Tab, Account Number, Sub C And CC ODE fields should be set; update flag should be checked.
  2. Organization record for organization specified on Join Form.
    • In ASA Data tab, Member and Member Expiration are not yet set, Membership Company Size, Account Number and Sub C fields are set; update flag should be checked.
  3. Membership Account is marked Pending.
    • ASA must go to the Pentagon record for this user's organization and put Y in the member field and enter an expiration date.
  4. After the sync with the website, Membership Account is marked as Active.
    • Expiration Date in Account is set to Member Expiration from Organization record.
    • All users should be added to account and Primary Contact and Billing Contact should be set based on entries in Join Form.
    • Subscription for membership is added to account in Invoice Manager.

Regular Member from Approved Country Who Pays Using Bill Me on Join Form and Pays Later

After the user fills out the join form and selects BILL ME, the following steps occur:

  1. User records for all contacts are created on the website.
  2. Organization record for organization specified on Join Form is created on the website.
  3. A billing account with the membership invoice is created on the website with the users and organization specified on the Join Form.
  4. After the user pays the invoice with a check or bank transfer, ASA must mark the invoice paid using the following steps:
    • Login as an Admin.
    • Go to Admin, Tools, Invoice Manager.
    • Click on the Account Name of the member who paid.
    • Click on Purchase History tab and click PAY next to the invoice you need to mark paid.
    • Select Cash, Check or Credit Card and make sure the invoice is selected and the Amount is correct.
    • Click Process Payment.
  5. After the account is marked paid:
    • Primary Contact should be checked in user record of person designated as primary contact on Join Form.
    • For User records, in ASA Data Tab, Account Number, Sub C And CC ODE fields should be set; update flag should be checked.
    • For Organization Record, in ASA Data tab, Member is set to Y, Cust Vend is set to C and Member Expiration, Membership Company Size, Account Number and Sub C fields are set; update flag should be checked.
  6. Membership Account is marked Active.
    • Expiration Date in Account is set to Member Expiration from Organization record.
    • All users should be added to account and Primary Contact and Billing Contact should be set based on entries in Join Form.
    • Subscription for membership is added to account in Invoice Manager.

NOTE: After user pays for membership, organization and contact information is immediately pushed to Pentagon.

Regular Member from Non-Approved Country Who Pays Using Bill Me on Join Form and Pays Later

After the user fills out the join form and selects BILL ME, the following steps occur:

  1. User records for all contacts are created on the website.
  2. Organization record for organization specified on Join Form is created on the website.
  3. A billing account with the membership invoice is created on the website with the users and organization specified on the Join Form.
  4. After the user pays the invoice with a check or bank transfer, ASA must mark the invoice paid using the following steps:
    • Login as an Admin.
    • Go to Admin, Tools, Invoice Manager.
    • Click on the Account Name of the member who paid.
    • Click on Purchase History tab and click PAY next to the invoice you need to mark paid.
    • Select Cash, Check or Credit Card and make sure the invoice is selected and the Amount is correct.
    • Click Process Payment.
  5. After the account is marked paid:
    • Primary Contact should be checked in user record of person designated as primary contact on Join Form.
    • For User records, in ASA Data Tab, Account Number, Sub C And CC ODE fields should be set; update flag should be checked.
    • For Organization Record, in ASA Data tab, Member is set to Y, Cust Vend is set to C and Member Expiration, Membership Company Size, Account Number and Sub C fields are set; update flag should be checked.
  6. Membership Account is marked Pending.
    • ASA must go to the Pentagon record for this user's organization and put Y in the member field and enter an expiration date.
  7. After the sync with the website, Membership Account is marked as Active.
    • Expiration Date in Account is set to Member Expiration from Organization record.
    • All users should be added to account and Primary Contact and Billing Contact should be set based on entries in Join Form.
    • Subscription for membership is added to account in Invoice Manager.

Associate Member Who Pays Using Bill Me on Join Form and Pays Later

After the user fills out the join form and selects BILL ME, the following steps occur:

  1. User records for all contacts are created on the website.
  2. Organization record for organization specified on Join Form is created on the website.
  3. A billing account with the membership invoice is created on the website with the users and organization specified on the Join Form.
  4. After the user pays the invoice with a check or bank transfer, ASA must mark the invoice paid using the following steps:
    • Login as an Admin.
    • Go to Admin, Tools, Invoice Manager.
    • Click on the Account Name of the member who paid.
    • Click on Purchase History tab and click PAY next to the invoice you need to mark paid.
    • Select Cash, Check or Credit Card and make sure the invoice is selected and the Amount is correct.
    • Click Process Payment.
  5. After the account is marked paid:
  6. Membership Account is marked Pending.
    • ASA must go to the Pentagon record for this user's organization and put Y in the member field and enter an expiration date.
  7. After the sync with the website, Membership Account is marked as Active.
    • Expiration Date in Account is set to Member Expiration from Organization record.
    • All users should be added to account and Primary Contact and Billing Contact should be set based on entries in Join Form.
    • Subscription for membership is added to account in Invoice Manager.
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