Auto-termination policies are used to determine what action the system should take for a chapter or child subgroup membership when the parent subgroup membership is terminated. Any child memberships as defined in this mapping table will be auto terminated if the parent membership is cancelled.
- Navigate to the subgroup master record
- Go to the Membership Switch View
- Select the Auto-Termination Polices tab
- Click Add Record
- Fill in required information:
- Subgroup ID – autofill with parent subgroup
- Select Associated Subgroup Id – child subgroup to be affected when parent subgroup membership terminated
- Select Cancel Method
- Cancel Charges
- Pro-Rate Charges
- Cancel Balance Due Only
- Leave Charges as Is