Membership Benefit Level
Most Membership programs include certain privileges to the constituent as a token of appreciation. If the privilege involves a publication, Millennium tracks that information in the Subscription tables. If the privilege takes some other form, either tangible or intangible, it is considered a Benefit and the information is tracked in the various Benefit data and lookup tables.
The institution may set up a variety of Benefit 'packages' to be associated with a particular Membership. The information for each is defined in the Membership Benefit Lookup table. Then when a constituent owns a particular Membership, a Benefit Level data row may also be created for the constituent to track the fact that one of those Benefit packages has been made available to the constituent because of the Membership. A 'package' may be made up of multiple instances of a particular Benefit. For example, a Benefit Level might consist of five free admission passes, each valued at $10, for a total value of $50.
When a Benefit Level row is created, much of the information for the data row is copied from the corresponding entry in the Membership Benefit lookup table. This includes the following columns:
- Membership Benefit - the code for the Membership Benefit Type.
- Benefit Type - the code for the Benefit Type.
- Total Number of Benefits - of this type that are available to the constituent because of the Membership (though this data may be overridden by the operator;
- Value of a single instance of the Benefit;
- Total Value of this Benefit Level (this is originally copied from the Membership Benefit lookup table, but if the Total Number of Benefits is overridden, the system will re-calculate this field, too).
- Whether the Benefit also generates a corresponding row in the Quid Pro Quo data table.
Each individual Benefit that is shown in a Benefit Level data row may be owned by the Membership owner, or they may be assigned to one or more different constituents. For example, an employer might purchase a Membership that includes as a Membership Benefit, four free parking passes. When the single Benefit Level row is created for the employer, it will specify that it consists of four parking passes (and other data about that Benefit). Each of those passes may be conveyed by the employer to a different employee and if so, there will be four Benefit rows all linked to the one Benefit Level data row. In this scenario, the Membership row and the Benefit Level row will both belong to the employer, but each of the Benefit rows will belong to one of the employees (who must also be constituents in Millennium).
When the constituent's Membership information is displayed, the Membership row is shown as a primary row. Indented below the Membership row is the Benefit Level row, and indented below that are all Benefit rows that are linked to that Benefit Level. If there are multiple Benefit Level data rows for a single Membership, each is shown followed by its own set of linked Benefit data rows. For more information, see Membership Display.
If the Membership Benefit lookup table row is defined to do so, the creation of a Benefit Level data row (where the Benefits are accepted rather than declined), automatically generates a Quid Pro Quo row and links it to the Dues or Gift transaction to which the Membership is linked. This behavior does not occur if the Quid flag is set to N in the corresponding lookup table entry. If the Quid Pro Quo row is generated, the Code, Name, and Value are copied from the Benefit Level row to the Quid Pro Quo row.
When using the Automated Membership Process, the system will prompt for the creation of Benefit Level rows as the Membership information is entered. For complete information, see either Automated Membership Process (if you process via Dues) or Automated Membership Process - Membership (if you process via Membership).
Benefit Level rows may be created outside the Automated Membership Process. There are three possible ways. If you have not yet assigned a Benefit Level to the Membership, pass your mouse pointer over the edit button located to the left of the Membership row. Pass the mouse pointer over the Link context menu item to access a cascading menu and select Benefit Level from this menu. If you want to add an additional Benefit Level to the Membership, you may do so via this method, or via the Insert context menu item accessed via the edit button located to the left of an existing Benefit Level row for this Membership, or via the Insert context menu item accessed via the Benefit Level header edit button.
Benefit Level rows may be edited by using the Update/Delete item in the context menu accessible via the edit button shown to the left of the specific Benefit Level data row, to access an Update form.
Benefit Level Column Descriptions
Membership Benefit Level data is stored in the benefitlevel data table. The following columns are included. The column labels and non-displaying designations that are listed here are those that the system uses by default. If you want to override these default settings, you must customize your display definition.
Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.
|
Field Name Field Label |
Lookup Table |
Type SQL/Oracle Length [Default] {Check} |
Description |
|---|---|---|---|
|
benlkey non-displaying |
none |
numeric/number 13,0
|
The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (System column) |
|
benlid non-displaying |
none |
char 10
|
This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (System column) |
|
benldoc non-displaying |
none |
char 1 ['N'] {'Y' or benldoc='N'} |
This field holds a Y/N flag to indicate the existence of a linked document for this row. (System column) |
|
benldate no label |
none |
datetime/date
[getdate()]
|
The date that this Benefits row was last updated. This field is automatically entered by the system. (System column) |
|
benluserid no label |
none |
varchar/varchar2 30 [suser_sname()]
|
The User ID of the operator that last edited this Benefits row. It is automatically entered by the system. (System column) |
|
benlugroup non-displaying |
none |
char 1 ['Z']
|
This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (System column) |
|
benltype Benefit Type |
(which draws this code from the Benefit Type lookup table) |
char 6 [' ']
|
This system-generated field holds a copy of the code for the Benefit Type as it is shown in the Membership Benefits lookup table row that was used to populate this Benefits Level row. Note that since several other fields are calculated based on this field, it is not available for editing in an existing Benefit Level data row. (System column) |
|
benlmemb non-displaying |
char 6 [' ']
|
This system-generated field holds a copy of the code for the Membership Type that associated with this Benefits Level table row. (System column) | |
|
benlmembky non-displaying |
none |
numeric/number 13,0
|
This system-generated field holds a copy of the key field from the Membership row to which this Benefit Level row is linked. (System column) |
|
benlnumber Number |
Membership Benefits |
numeric/number 6,0
|
This field is used to track the maximum number of Benefits that are available to this Benefit Level row. This number is initially drawn from the Membership Benefit row, but it may be overwritten to a lesser number during data entry. |
|
benlused Used |
none |
numeric/number 6,0
|
This system-generated field is used to show the number of Benefit rows that are linked to this Benefits Level row. (System column) |
|
benlavail Available |
none |
numeric/number 6,0
|
This system-generated field is used to show the number of unassigned Benefits that are remaining for this Benefit Level. This field is calculated as the Number (benlnumben) - Used (benlused) fields for this row. (System column) |
|
benlvalue Single Value |
Membership Benefits |
money/number (19,4)/(16,2)
|
This system-generated field holds a copy of the value of a single issue of the publication, as taken from the Membership Benefit lookup table row associated with this Benefit Level.> (System column) |
|
benltvalue Total Value |
Membership Benefits |
money/number (19,4)/(16,2)
|
This system-generated field shows the total value of all the Benefits that are linked to this Benefit Level row. It is calculated as the number of Benefits used by this Benefit Level (benlused) times the Single Value (benlvalue) of an issue.(System column) |
|
benlquid Quid Pro Quo? |
none |
char 1
{'Y', or 'N'} |
This field is a flag that may be used to indicate whether or not this Benefit Level row also generated a Quid Pro Quo row.(System column) |
|
benlactive Active? |
none |
char 1
{'Y', or 'N'} |
This field may be used to track whether the Benefit Level row is active or inactive. |
|
benlsource Source |
Source |
char 6 [' ']
|
The source for the information in this row. |
|
benlcrdate non-displaying |
none |
datetime/date
[getdate()]
|
The date that the row was created. (System column) |
|
benlfnum non-displaying |
none |
char 2 ['63'] {'63'} |
The file (table) number for the Benefit Level table.(System column) |
|
benlcomm no label |
none |
varchar/varchar2 255
|
A free text Comment that may be entered and displayed with this row only. |
|
benlmemben Membership Benefit |
Membership Benefits |
char 6
|
This system-generated field holds a copy of the code for the Type from the entry in the Membership Benefits lookup table that is associated with this Benefit Level. (System column) |
|
benlaccept Accepted? |
none |
char 1
|
This field acts as a flag to indicate whether a Benefit Level package was accepted or declined. If a Benefit Level is standard (rather than optional), a Benefit Level row is automatically created for the constituent, but it may be marked as either Accepted or Declined via this field as the row is created. If the Benefit Level is optional, when the row is created, it will automatically be marked as Accepted. In either case, the Accepted flag may be edited. (System column) |
| benldate1 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information you want to associate with this data row. |
| benldate2 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information you want to associate with this data row. |
| benlmny1 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information you want to associate with this data row. |
| benlmny2 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information you want to associate with this data row. |
| benlnum1 | none |
numeric/number 10,0
|
This custom field may be defined and used by your institution to track any numeric information you want to associate with this data row. |
| benlnum2 | none |
numeric/number 10,0
|
This custom field may be defined and used by your institution to track any numeric information you want to associate with this data row. |
| benlyesno | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benllook1 | benefitlevel_lookup1 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information you want to associate with this data row. |
| benllook2 | benefitlevel_lookup2 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information you want to associate with this data row. |
| benllook3 | benefitlevel_lookup3 |
char 6
|
This custom field may be defined and used by your institution to track any lookup table driven information you want to associate with this data row. |
| benltext | none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
| benldate3 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldate4 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldate5 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldate6 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldate7 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldate8 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldate9 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldte10 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldte11 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benldte12 | none |
datetime/date
|
This custom field may be defined and used by your institution to track any date information associated with this data row. |
| benlmny3 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny4 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny5 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny6 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny7 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny8 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny9 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny10 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny11 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlmny12 | none |
money/number (19,4)/(16,2)
|
This custom field may be defined and used by your institution to track any monetary information associated with this data row. |
| benlnum3 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum4 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum5 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum6 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum7 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum8 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum9 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum10 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum11 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlnum12 | none |
numeric/number 10, 0
|
This custom field may be defined and used by your institution to track any numeric information associated with this data row. |
| benlchk1 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk2 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk3 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk4 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk5 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk6 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk7 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk8 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk9 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benlchk10 | none |
char 1 ['N'] {'N' or 'Y'} |
This custom field may be defined and used by your institution to flag this data row for any purpose. |
| benltxt1 | none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
| benltxt2 | none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
| benltxt3 | none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
| benltxt4 | none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
| benltxt5 | none |
varchar/varchar2 255
|
This custom field may be defined and used by your institution to track any free text information you want to associate with this data row. |
Indices - Benefit Levels
|
Index |
Primary |
Foreign |
Unique |
Fields |
Sort |
|---|---|---|---|---|---|
|
pk_benefits |
Y |
|
Y |
benlkey |
ASC |
|
benl01 |
|
Y |
|
benlid |
ASC |
|
benl02 |
|
Y |
|
benlmembky |
ASC |
|
benl03 |
|
|
|
benltype |
ASC |