Author Topic: Membership status rules not getting applied (Read 533 times)

matiasp · January 11, 2014, 12:07:01 pm

Hi there,
Our food coop uses CiviCRM 4.2.0 to maintain our member database. We have membership status rules that seem to mostly work, but sometimes they don't get applied correctly. I was hoping that someone could perhaps clarify or figure out what's wrong.

The intended memberships status order is as follows:
1. Pending: signed up, but not made a payment yet
2. New: payment has gone through
3. Current: should be 60 days after membership started
4. Various leave states: manually set as needed.
5. Grace: manually set if a member comes back from leave (they are exempt from working for 60 days)
6. Current: supposed to go back to Current 60 days after leave.

I've taken screenshots of the various configurations, available here: (let me know if there's a better way to share).
https://www.dropbox.com/sh/add7gvh1uxk3416/v37NZbZcmP

I have at least two records which seem to not be updating correctly: one has been in New for more than 60 days after the membership started, and one in Grace for more than 60 days after Grace state started. They should both be in Current.

The Membership Status Processor job is running every day successfully and reporting updates every day.

Please let me know if I can provide any more details or database dumps, happy to do so.

Thanks,
Matias
greenehillfood.coop

joanne · January 11, 2014, 01:56:44 pm

By '"manually set" I am assuming this is done by selecting Status override on the Edit membership page and selecting the required option from the drop down menu.

There is a note under the status selection box

Quote

If Status Override is checked, the selected status will remain in force (it will NOT be modified by the automated status update script).

So if the status Grace is always manually set it will never default to Current. You will need to untick the status override box 60 days after the Grace status is set and the membership will then be set to current by civicrm.

You should also check if the New status was manually selected for the other member, as this would also mean it would stay in force forever.

matiasp · January 12, 2014, 06:21:31 am

Yeah, I think that explains both cases. The user did get manually set to New, but I thought that because it didn't have a manual override set, it would still get changed automatically.

Thanks,
matias

matiasp · January 12, 2014, 05:27:59 pm

Hi, quick followup: if we wanted to force memberships that were in Grace for >60 days to move to Current, could that be done manually by hitting the database? Or writing some PHP code? Or better yet, modifying the job code to do it whether or not the previous state was set manually? If so, could you point me to the right place?

Thanks,
matias

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Author Topic: Membership status rules not getting applied (Read 533 times)

matiasp

Membership status rules not getting applied

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matiasp

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matiasp

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