I made a slightly different modification to handle problems with expire
date. In ebase, no matter what the payment date or previous expiration
date is, a dues payment will merely use the previous expiration date as
the new start date and add the member duration to the previous
expiration date. What this means is if a former member whose last
payment was three years ago gives again this year, they will still show
up as expired. That isn't good if you use the member status for
newsletter mailings or similar tasks.
I've modified the "start date" to be the previous expiration date unless
the payment is received more than 6 months after their expiration date,
in which case the start date becomes the post date for the current
donation. Now a member who gives their next gift more than 6 months
after their expiration date gets a whole new membership cycle.
This modification is done as follows:
Change the calculation for DefaultStartDate field in the Payments file
as follows:
If(Payment For = "Dues",
If(IsEmpty(Summary::MEM: LAST MEMBER EXPIRE DATE) or Post Date -
Summary::MEM: LAST MEMBER EXPIRE DATE > 182,
Post Date, Summary::MEM: LAST MEMBER EXPIRE DATE),TextToDate(""))
The number at the end of the third line above (182) refers to the # of
days past the expiration date at which the start date becomes equal to
the post date. If you have a 3 month grace period and want them to be
treated as new members any time after that grace period, you could set
the number above to something like 91. Since the # of days doesn't
exactly correspond to calendar months, this approach is approximate.
Also ALWAYS MAKE A BACKUP BEFORE MAKING ANY SUCH MODIFICATIONS!!!
Carl
Walter Daniels wrote:
>
> Your definition looks modified from the original (mine is too so I can't be
> sure). But if you change it to be post date then expire date is certainly a
> misleading name. Post date is intended to reflect the date on the check
> which may not correspond to the Start date if for instance someone pays for
> a year membership a month or two ahead of actual due date. Or as frequently
> happens pays within the grace period where we set the start date to be when
> the old one expired so they don't get a month or two free just by paying
> late.
>
> Our change has to do with life members where we expire them all at the same
> date 2250 which is far enough in the future that none of us will be around
> for the event or have to fix the code. We originally just used a duration of
> 100 years but then we had a member who gave life memberships to each
> grandchild and they had the possibility of outliving the expire date.
>
> > -----Original Message-----
> > From: Christopher Donnelly [mailto:[EMAIL PROTECTED]]
> > Sent: Tuesday, June 04, 2002 3:34 PM
> > To: TechRocks Support
> > Subject: [support] EXPIRE DATE
> >
> >
> > We have located a problem in eBase with our expiration date.
> >
> > We would like our expire date to coincide with the "post date" of the
> > latest payment recieved from our members.
> >
> > Can we redefine the expire date field to do this with out losing other
> > calculations and scripts?
> >
> > Currently the calculation for expire date is the following:
> >
> > Case(
> > Payment For <> "Dues", TextToDate(""),
> > IsEmpty(Start Date),TextToDate(""),
> > Duration = "Indefinite", Names::gToday+730,
> > Min(
> > Date(
> > Month(Start Date) +
> > If(PatternCount(Duration,"M"),TextToNum(LeftWords(Duration,1)),0),
> > Day(Start Date),
> > Year(Start Date) +
> > If(PatternCount(Duration,"Y"),TextToNum(LeftWords(Duration,1)),0)),
> > Date(
> > Month(Start Date) + 1 +
> > If(PatternCount(Duration,"M"),TextToNum(LeftWords(Duration,1)),0),
> > 1,
> > Year(Start Date) +
> > If(PatternCount(Duration,"Y"),TextToNum(LeftWords(Duration,1)),0)) -
> > 1))
> >
> >
> > HELP!
> >
> > ------------------
> > Reminder to each recipient: To change your list account preferences, go to
> > http://email.sparklist.com/scripts/lyris.pl?enter=support and
> > enter the email address you used to subscribe to the ebase
> > support list:: [EMAIL PROTECTED]
> >
> > To unsubscribe send a blank email to [EMAIL PROTECTED]
> > ---------------------------------------------------------------------
> > ebase - Relationship Management for Nonprofits, http://www.ebase.org
> > ---------------------------------------------------------------------
> >
> >
>
> ------------------
> Reminder to each recipient: To change your list account preferences, go to
> http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email
>address you used to subscribe to the ebase support list:: [EMAIL PROTECTED]
>
> To unsubscribe send a blank email to [EMAIL PROTECTED]
> ---------------------------------------------------------------------
> ebase - Relationship Management for Nonprofits, http://www.ebase.org
> ---------------------------------------------------------------------
--
Carl Paulsen
New Hampshire Rivers Council
54 Portsmouth Street
Concord, NH 03301
603-228-6472
603-228-0423 Fax
[EMAIL PROTECTED]
------------------
Reminder to each recipient: To change your list account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address
you used to subscribe to the ebase support list:: [email protected]
To unsubscribe send a blank email to [EMAIL PROTECTED]
---------------------------------------------------------------------
ebase - Relationship Management for Nonprofits, http://www.ebase.org
---------------------------------------------------------------------
