DCD products are digital products that can be purchased and downloaded by your customers via your website. From the General Setup screen in Product Maintenance, you can begin creating your DCD product.
As
of 7.5.0, the system supports the ability to sell online access membership
products to your members. For example, if your organization provides access
to a publisher's website, you can provide access to this information to
your customers who purchase the online access membership. Please note
that this is NOT a DCD product. For more information, please see Creating
an Online Access Membership Product.
By default, the Digital Content Access control is configured to allow responses for ANY service operation not to exceed 4 MB in size. Since the Digital Content Access control uses the File Download service operation, you need to make sure that the data service configuration allows big chunks of data to be sent. In addition, there is no upper limit by itself anywhere in the code, but you need to be aware that the configuration should match. In order to change the maximum file size that data services can return to users, change the settings highlighted in yellow. Please note that the current system does not support files larger than 30 MB.
<webHttpBinding>
<binding name="higherMessageSize" maxBufferSize="4194304" maxBufferPoolSize="4194304"
maxReceivedMessageSize="4194304" transferMode="Streamed">
<readerQuotas maxDepth="32" maxStringContentLength="4194304"
maxArrayLength="4194304" maxBytesPerRead="4096" maxNameTableCharCount="16384" />
<!--Please uncomment the 'security' node below in case DataServices are hosted
on an SSL enabled website (sites with a HTTPS protocol) otherwise the DataServices will not work.-->
<!--<security mode="Transport"/>-->
</binding>
</webHttpBinding>
</bindings>
There
is no limit to the number of files that can be setup for an ECD/DCD product.
To create a DCD product:
1. From the
Personify360 main toolbar, select Products > Product
Central.
The Product Maintenance screen displays.
2. Click
Create New Product.
The Select a Product area screen displays.
3. Click
Digital Products, as highlighted below.
The Product Maintenance General Setup screen displays, as shown below.
4. Enter
the Product Code in the text box.
The Parent Product defaults to the same value.
5. Enter
the Product Name.
The Invoice Description defaults
to the same value, but can be changed as necessary.
6. Enter the Product Sub-Title, if necessary.
7. Select the Product Type from the drop-down.
8. Select the Product Class from the drop-down.
9. Select the Product Status from the drop-down.
10. Select the Currency Code from the drop-down.
11. Select
the Available from date.
This date determines when the product becomes “Active” making it available
for purchase from the back office.
The Available
from date cannot be changed if orders have already been created for it.
12. If necessary,
select the Available thru date.
This date determines when the product
13. If necessary, click the Primary Search Group link and search for a Primary Search Group to link to the product.
14. In the Options section, select the applicable checkboxes:
· Master Product
· Available to Order
· Zero Price
· Returnable
· Members Only
· One Price Only
· Allow Price Update
15. As of 7.5.0, if necessary, enter the ISBN number.
16. As of 7.6.1, if necessary, enter the Pre-Order Available date.
17. Click Save.
Screen Element |
Description |
|---|---|
Header |
|
Parent Product |
Read-only. Defaults to the value that you entered for in the Parent Code text box. |
Product Code |
Read-only. Defaults to the value that you entered for in the Product Code text box. |
Product ID |
Read-only. As of 7.6.0, the unique product ID number assigned to the product displays. You can use the Product ID to leverage oData queries in the Online Store, Shopping Cart, and Checkout pages. See SVC Clients for more information. |
Product Short Name (Invoice Description) |
Read-only. Defaults to the value that you entered for in the Invoice Description text box. |
General Product Setup |
|
Subsystem |
Read-only. The area, or subsystem, with which the product is associated. |
Product Code |
Text box. A unique code to be set up for the product. |
Parent Product |
Link. The parent product associated with the product. This defaults to the Product Code, but can be changed. |
Product Name |
Text box. The user-defined name of the product. |
Invoice Description |
Text box. The description of the invoice. This defaults to the Product Name, but can be changed. 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.
If the product has been defined to display on the web, the description defined here will display on the product listing, product preview, product detail, and any promotional marketing controls on the web. |
Product Sub-Title |
Text box. This is an optional field that allows you to enter in an additional description (sub-title) that can be used for reporting purposes. |
Product Type |
Drop-down. The type of product. Values in the drop-down are populated based on the codes defined for the fixed ECD "PRODUCT_TYPE" system type. |
Product Class |
Drop-down. Used to identify the class of product. Values in the drop-down are populated based on the codes defined for the non-fixed ECD "PRODUCT_CLASS" system type. |
Product Status |
Drop-down. The status dictates whether it can be seen on the Order Entry screens. Values include Active, Cancelled, and Discontinued. As of Personify 7.5.0, if this product has been setup to display on the web and the Product Status is set to "Cancelled" (C) or "Discontinued" (D), the "NO LONGER AVAILABLE" product alert will display on the Product Listing and Product Detail pages on the web for this product, as shown below.
|
Status Date |
Read-only. This is a read-only field that displays the date the product was created. Defaults to today’s date when creating a new product. |
Currency Code |
Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar. For more information on currency codes, please see Setting Up Currency Codes. |
Drop-down. Defaults to the system date, but it can be overridden. The date from which the product is available. This date must equal the earliest start date of the product. |
|
Available thru |
Drop-down. The last date the product is available. |
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 APP AUTOMATIC_SEARCH_GROUP_ASSIGNMENT application parameter to "Y". For more information on primary search groups, please see Creating a Primary Search Group Mapping. |
Options |
|
Master Product |
Checkbox. This indicates that the product is the master product. 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. This indicates that the product can be ordered and that the product is available for independent sale. Some products may only exist for use as components to other products. |
Zero Price |
Link. 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.
As of 7.5.2, if this checkbox is checked, the Waive Shipping checkbox is checked and disabled on the Rates Pricing screen. |
Returnable |
Checkbox. This indicates that customers can return the product. |
Members Only |
Checkbox. Sets that only members can buy this subscription product. Only pertains to current active members.
As of 7.5.0, if this product is active, has been setup to display on the web, and this checkbox is checked, the "MEMBERS ONLY" product alert will display on the Product Listing and Product Detail pages on the web for this product, as shown below.
|
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.
A debit/credit memo will NOT be created when the price is adjusted if this checkbox is checked. When unchecked, the price of the item can still be changed during order entry. However, the system will record a debit/credit memo for the adjustment, resulting in a separate financial transaction. |
Digital Content Delivery Products |
|
ISBN |
Text box. This is the International Standard Book Number (ISBN) for the product. It is the unique ten-digit numerical identification assigned to books, pamphlets, educational kits, microforms, CD-ROMs, and braille publications. As of 7.5.0, if the product has been defined to display on the web and a valid ISBN number is entered here, the Google Preview button will display on the product detail page on the web, as shown below.
The system will pass this ISBN number to Google's book preview utility to display a preview to the web user. As of 7.5.2, if an invalid ISBN number is entered, the ISBN number will still display on the product detail page, but the Google Preview button will NOT display.
|
Pre-Order Available |
Calendar drop-down. A non-required text field that allows the user to set a date of today or a day in the future to indicate when the digital content will be available.
As of 7.6.1, you now have the ability to define and enable a DCD product for purchase prior to the definition of or the availability date of the digital content for that DCD product. For more information, please see Pre-Order Purchasing.
In addition, if a date of today or a day in the future is selected within this field and digital content has been defined with an Available From date that is in the future, a Pre-Order Available label will display when an online user views the product in the Product Listing and Product Detail controls.
|
When a product is marked as member-only,
only customers who qualify for a rate structure that has been
defined for the product being purchased (on the 
