Membership Benefits Flow Down for Organization-to-Organization Relationship

This article describes ideal ways to set up and use Membership benefits flow down for the Organization-to-Organization Relationship example.

Note: The Membership Benefits Flow Down scenarios demonstrated here apply similarly to the Individual-to-Individual Relationship.

Complete the following setup for Membership benefit flow down to work for Organization records:

Add Relationship Types to the Customer Setup profile to differentiate the relation between Organizations. Create Relationship types for Parent and Child Relationship types (if not already available) on the Add Relation Type form. Refer to the Setting Up Relationship Types article for more details.

Or

If the Parent and Child Relationship types are already available, review them for the following information.

Note: For the Organization-to-Organization relationship type, make sure that the Membership Flow Down is set on the Parent Relationship type and not the Child Relationship type (as shown in the below screenshot).

Create a Member Type that allows benefits flow down and receives member benefits (as shown in the below screenshot). Refer to the Member Type article for more details.

Create a Membership Package using the Member Type that has a benefit flow down set.

Create the required organizations (if not already available).

The following three organizations are used in this use case to demonstrate the Membership Flow down process considering various scenarios.

1. CB Parent Org (member): Parent Organization

2. CB Child Org-A (non-member): Child Organization of CB Parent Org

3. CB Child Org-B (member): Child Organization of CB Parent Org

To setup Membership Benefits Flow Down for Organization-to-Organization Relationship, complete the following steps:

Scenario 1: Where the parent organization is a member and the child organization in a non-member.

1. Open the Organization profile that you wish to use as a parent organization and then purchase the membership package (membership package that has the member type with benefit flow down enabled).

The parent organization is now a member and the Organization memberships child form populates ‘Self’ on the THROUGH column.

2. On the Organization profile, click the Relations tab and then go to the Related organizations child form to add a child relationship to this record.

3. Click the Add button on the Related organizations child form. This will display the Add Relationships form.

4. Enter the following details on the Add Relationships form to establish parent-child relations between the two organizations.

1. On the has the relationship of field, select the Parent relationship type.
2. On the to organization field, search and select the organization that you wish to add as child organization.
3. On the reciprocal relationship field, select the Child relationship type.
4. Select the parent check box and then click Save. The relationship will be updated on the Related organizations child form.

Once you complete the parent-child relationship between a member organization (parent) and a non-member organization (child), the membership flow down can be seen on the Child Organization profile (Membership tab > Organization memberships and Inherited membership child forms).

On the Organization memberships child form, the THROUGH column populates the name of the organization from where the membership benefits received. If the organization purchased the membership, then the THROUGH column populates ‘Self’ (as in the case of parent organization).

The Inherited memberships child form populates the details of the record from where the membership was inherited (The Inherited membership benefits will flow from the Parent record to the Child record).

Scenario 2: Where the parent and child organizations are both members.

1. Based on Scenario 1, the parent organization is already a member.

2. Now, open the Organization profile that you wish to use as a child organization and then purchase the membership package.

3. Go to the Parent Organization profile, click the Relations tab, and then go to the Related organizations child form to add a parent relationship to this record.

4. Click the Add button on the Related organizations child form. This will display the Add Relationships form.

5. Enter the following details on the Add Relationships form to establish parent-child relations between the two organizations.

1. On the has the relationship of field, select the Parent relationship type.
2. On the to organization field, search and select the organization that you wish to add as child organization.
3. On the reciprocal relationship field, select the Child relationship type.
4. Select the parent check box and then click Save. The relationship will be updated on the Related organizations child form.

Once you complete the parent-child relationship between the organizations, the membership flow down can be seen on the Child Organization profile (Membership tab > Organization memberships and Inherited membership child forms).

On the Organization memberships child form, the THROUGH column populates the name of the organization from where the membership benefits received. Here the organization was already a member and also receives the membership benefits from the Parent Organization. Hence there are two records with ‘Self’ and ‘Parent Organization name’ on the THROUGH column on the child form (reflecting how the organization holds the membership benefits).

The Inherited memberships child form populates the details of the record from where the membership was inherited (An Inherited membership will flow from Parent to Child).

Scenario 3: Where the parent organization is a member, and one of the child organizations (out of two) is a non-member.

In this scenario, both the child organizations have the same parent organization.

On the Parent Organization profile, the Organization memberships child form will have the THROUGH value as ‘Self’, and the Inherited memberships child form will not have records in this scenario (as this organization does not have a parent organization, so no inherited membership is available).

On the non-member Organization profile (CB Child Org-A), which has a child relation to the ‘CB Parent Org’ record.

The Organization memberships child form has the THROUGH column populates the name of the organization (CB Parent Org) from where the membership benefits received.

The Inherited memberships child form populates the details of the record from where the membership was inherited (CB Parent Org).

On the Member Organization profile (CB Child Org-B), which has a child relation to the ‘CB Parent Org’ record.

On the Organization memberships child form, the THROUGH column populates the name of the organization from where the membership benefits received. Here the organization was already a member and also receives the membership benefits from the parent organization (CB Parent Org). Hence there are two records with ‘Self’ and ‘Parent Organization name’ on the THROUGH column on the child form (reflecting how the organization holds the membership benefits).

The Inherited memberships child form populates the details of the record from where the membership was inherited (in this case: CB Parent Org).

Scenario 4: Where the first organization is a parent of the second organization, and the second organization is a parent of the third organization.

(i) The first (CB Parent Org) and second (CB Child Org-B) organizations are members, and the third organization (CB Child Org-A) is a non-member.

Setting up the parent-child relationship between the second (CB Child Org-B) and the third (CB Child Org-B) organizations.

1. Go to the Second Organization profile (CB Child Org-B), click the Relations tab, and then go to the Related organizations child form to add a parent relationship to this record.
2. Click the Add button on the Related organizations child form. This will display the Add Relationships form.
3. Enter the following details on the Add Relationships form to establish parent-child relations between the two organizations.

         

1. 1. On the has the relationship of field, select the Parent relationship type.
   2. On the to organization field, search and select the organization that you wish to add as child organization.
   3. On the reciprocal relationship field, select the Child relationship type.
   4. Select the parent check box and then click Save. The relationship will be updated on the Related organizations child form.

Once you complete the parent-child relationship between the organizations, the membership flow down can be seen on the Child Organization profile (Membership tab > Organization memberships and Inherited membership child forms).

The member organizations will have the same records on the Organization memberships and Inherited memberships child forms as mentioned in Scenario 3 (reflecting the Inherited membership flows downward from parent to child record).

And on the third organization profile (non-member), which has a child relation to the ‘CB Child Org-B’ organization. The Organization memberships child form has the THROUGH column populating the name of the organization (CB Child Org-B), reflecting how the organization holds the membership benefits.

The Inherited memberships child form populates the record of its parent organization (CB Child Org-B) and also the record of its parent’s parent organization (CB Parent Org) from where the memberships were inherited (in this case: CB Parent Org and CB Child Org-B).

(ii) All three organizations (CB Parent Org, CB Child Org-B, and CB Child Org-A) are members.

The CB Parent Org and CB Child Org-B organizations will have the same records on the Organization memberships and Inherited memberships child forms as mentioned in Scenario 3 (reflecting the Inherited membership flows downward from parent to child record).

And the third organization (CB Child Org-A) as being a member and has a child relation to the ‘CB Child Org-B’ organization, the Organization memberships child form now populates values ‘Self’ and ‘CB Child Org-B)’ in the THROUGH column (reflecting how the organization holds the membership benefits).

The Inherited memberships child form populates the record of its parent organization (CB Child Org-B) and also the record of its parent’s parent organization (CB Parent Org) from where the memberships were inherited (in this case: CB Parent Org and CB Child Org-B).