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How to Manually Create a Membership App for a Membership Record that is Already Created

Issue:

The user is requesting to manually create a membership application to be associated with a membership record that has already been created. When attempting to add the membership via the membership record, the user is receiving the below validation message.

 

cannot_apply_for_a_primary_membership.png 

 

Resolution:

1. Remove the Lookup from the Dues Item tied to the Membership

2. Cancel the Order associated with the Dues Item

3. Delete the Membership

4. Go through the Membership Application Wizard and Submit the Application

5. Close the Wizard and not enter any payment information

This will create a new Pending REALTOR Membership for the member with a new unpaid Order. As long as the Fees are set up correctly, this should be for the same amount as the current Order on the system for the member. 

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