Defining General Miscellaneous Product Information

Defining General Miscellaneous Product

To define the general miscellaneous product:

1. From the Personify main toolbar, select Products > Product Central.

2. Click Create New Product.

3. In the Select a Product Area section, click Miscellaneous Products, as shown below.

The Product Maintenance screen displays, as shown below.

4. On the Product Maintenance screen, enter the Product Code.

5. Select the Parent Product from the drop-down.

6. Enter the Product Name.
Invoice Description defaults to the same value.

7. Enter a Product Sub-Title (used optionally on the Web).

8. Select the Product Type from the drop-down.

9. Select the Product Class from the drop-down.

10. Select the Product Status from the drop-down.

11. Select the Currency Code from the drop-down.

12. Select the Status Date from the drop-down.

13. Select the Available from date from the drop-down.

The Available From date cannot be changed if orders have already been created for it.

14. If necessary, select the Available thru date from the drop-down.

15. If necessary, click the Primary Search Group link and search for a Primary Search Group to link to the product.

16. Check the applicable checkboxes:

· Master Product

· Available To Order

· Zero Price

· Returnable

· Members Only

· One Price Only

· Allow Price Update

· Has Assigned Sales Rep

17. Click Save.

Screen Element	Description
General Product Setup
Subsystem	Read-only. The area, or module, with which the product is associated.
Product Code	Text box. The miscellaneous product name. For example, equipment.
Parent Product	Text box. The master group to which the miscellaneous product is being added.
Product Name	Text box. Describes the miscellaneous product name. This is an alphanumeric field with approximately 120 characters.
Invoice Description	Text box. Defaults to the Product Name. If your Product Name is extraordinary long, you can edit the Invoice Description to 50 characters. If the Invoice Description is longer than 50 characters, it will be cropped off the invoice.
Product Sub-Title	Text box. This sub-title of the product is used optionally on the Web.
Product Type	Drop-down. The primary type of product. The only type available for miscellaneous products is “Individual.”
Product Class	Drop-down. Used to classify a miscellaneous product to distinguish between services and fees.
Product Status	Drop-down. The status of the miscellaneous product. Values include Active, Cancelled, and Discontinued.
Currency	Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar.
Status Date	Drop-down. System-generated status change date.
Available from	Drop-down. Defaults to the system date, but it can be overridden. The date from which the miscellaneous product is available. This date must equal the earliest start date of the miscellaneous product.
Available thru	Drop-down. This field is usually left blank unless there is a specific date on which the product sale will end. If a date is entered, the miscellaneous product will not be available for orders after this date.
Primary Search Group	Link. This is an optional feature that allows organizations to assign a search group code to products and customers, so that back-office staff assigned to that primary search group can optionally pre-filter searches for customers or products by their assigned primary search group. Primary search group codes are defined on subgroup customer records and mapped to zip codes. An organization can have customers be automatically assigned to a primary search group based on the zip code of their primary address by setting the "CUS" "AUTOMATIC_SEARCH_GROUP_ASSIGNMENT" application parameter to "Y".
Options
Master Product	Checkbox. When checked, indicates this product can stand alone in the highest level of order entry. When unchecked, it implies that the product cannot be entered directly without already having another product with the same parent product but different product code. The checkbox defaults to checked when the product code and parent product code are identical.
Available to Order	Checkbox. Sets this as an active miscellaneous product for purchase by customers.
Zero Price	Checkbox. When checked, indicates this product is available for $0, so you can validate the product without entering pricing and GL account information. You still must enter a default rate code. This checkbox should only be selected BEFORE entering GL account and pricing information.
Returnable	Checkbox. When checked, indicates this product can be returned.
Members Only	Checkbox. When checked, only members can buy this miscellaneous product.
One Price Only	Checkbox. When checked, indicates pricing cannot be targeted solely to one rate structure and all rate structures receive the same price. Processing time is quicker when the product is available to all purchasers and this checkbox is checked. When unchecked, indicates the rate structures apply to the price of the product.
Allow Price Update	Checkbox. If this checkbox is selected, the Unit Price field is editable on the Order Entry screen and the Line Item Details screen. If the price of the product is $0 and this checkbox is selected, the Line Status will default to Proforma regardless of the Org Unit Line Status default. The system assumes that the price will be manually changed. This is used if negotiating on prices is expected.
Has Assigned Sales Rep	Checkbox. When checked, indicates this product has a sales representative assigned.