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Author Topic: Membership Status - Grace Period Not Returning Results  (Read 746 times)

smallbiz

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Membership Status - Grace Period Not Returning Results
May 08, 2014, 08:01:18 am
We've set our Grace Period membership status to End Date + 6 months, expecting that this would return all memberships that expired within the past 6 months.

We then manually ran the Update Membership Statuses cron job -- it reported no records updated (that seemed odd, esp as we'd not run the job before).

When we return to the Find Memberships page, and search for membership in the Grace period, we get zero results.

Video walkthrough here: http://www.youtube.com/watch?v=MjuEip051O8

Can anyone shed some light on this?

joanne

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Re: Membership Status - Grace Period Not Returning Results
May 08, 2014, 04:05:54 pm
On you membership status page where is your Grace status sitting in relation to you Expired status.  CiviCRM starts at the top of the list and looks for the first status that is valid  for your dates.

If expired is above grace on the list and expired is set to start at End Date then memberships will get set to Expired and never have the chance of being set to Grace.

smallbiz

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Re: Membership Status - Grace Period Not Returning Results
May 09, 2014, 11:49:26 am
Thanks for that suggestion -- I believe I have Grace Period set with the right priority -- after New and Current.

Here's a movie showing my status, and each values for New, Current, and Grace...

http://www.youtube.com/watch?v=VJqRW3hYMzw

joanne

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Re: Membership Status - Grace Period Not Returning Results
May 10, 2014, 04:49:59 am
First, going off at a tangent,  I noticed that your 'new' status was not set as a current membership.  There is a difference between a membership with status 'current' and a current membership.  Usually people with a status of 'new' are classified as having a current membership (as they are eligible for all the the benefits of a membership).  This may not be the true for you set up, but just thought I would mention it as I find the terminology confusing so perhaps you are confused also.

Now, coming back to your Grace period problem.
What is the Start event for an expired membership? Perhaps should make it End date + 6 months.  It could be that the searching for an appropriate status only happens when the existing status no longer applies.

Another thing would be to check on the edit membership page that status override is not ticked.

smallbiz

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Re: Membership Status - Grace Period Not Returning Results
May 15, 2014, 08:56:50 am
Discovered the issue.

The membership data was imported into civiCRM from another system. And all members who had end dates of "2013-12-31" were assigned a status of "Expired", which of course means they'll never be reverted back to Grace.

We updated the membership records for those members who had end dates of "2013-12-31" and is_override IS NULL and set those records to "current" status, and then re-ran the scheduled job -- which moved the applicable memberships into the grace period.
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  • Membership Status - Grace Period Not Returning Results

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