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Overview

A Benefit Allocation is the way you manage and distribute member or sponsor benefits based on predefined criteria, such as membership level, sponsorship tier, or program participation. fusionCore lets your organization automate and streamline benefit allocation, so members and stakeholders receive their entitlements while you keep operations efficient. Benefit allocation assigns specific benefits to Accounts (for example, corporate members or sponsors) or to individuals (for example, members or donors) based on their relationship with the association. A benefit can be a tangible item, such as an event ticket, or an intangible perk, such as access to exclusive resources or a discount. In fusionCore, each beneficiary is tracked on a Benefit_Allocation__c record (managed name FCORE_PAY__Benefit_Allocation__c). One record represents one beneficiary. The record looks up to the Account (Account__c), to the beneficiary Contact (Contact__c), and to the originating Purchase Activity (Purchase_Activity__c). The Benefit Allocation does not link to a Product directly — the Product comes from the related Purchase Activity (Purchase_Activity__c.Product__c). Each Benefit Allocation carries a status in the Benefit_Status__c field: Active (the default), Future, or Expired. The status is driven by the Benefit_Start_Date__c and Benefit_End_Date__c fields. A scheduled job rolls the status over automatically — flipping Future to Active and Active to Expired as those dates pass — so you do not have to update it by hand.

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Working with Benefit Allocations

Setting Up Benefit Allocation on a Product

Configure the Product fields that control how many beneficiaries a purchase grants. Start here.

Creating Benefit Allocations

Add beneficiaries to a Purchase Activity with the Add Benefit quick action.

Transferring Benefit Allocations

Move a benefit from one Contact to another by expiring the old allocation and creating a new one.

Ending Benefit Allocations

Expire a beneficiary’s allocation with the End Benefit quick action.

Carrying Over Benefit Allocations on Renewal

How active allocations carry over automatically when a subscription renews.