The General Setup screen displays, as shown below.
For a master room reservation product, the Product Code and Parent Product values are the same. To relate a food product or other product to the master room reservation product, select the Parent Product of the master room reservation.
To define a room reservation product:
1. From the
Personify360 main toolbar, select Facilities > Facility
Products.
The Facility Product Maintenance search screen displays.
2. Select
Create New Facility Product.
The General Setup screen displays, as shown below.
3. Enter
the Product Code.
Parent Product defaults to the same value.
4. Enter
the Product Name.
The Invoice Description defaults to the same value.
5. Enter a Product Sub-Title.
6. Check the applicable checkboxes:
· Master Product
· Members Only
· One Price Only
· Available to Order
· Allow Price Update
· Zero Price
7. Select
the Product Type from the drop-down.
The available options are "Room Reservation", "Food Service",
and "Fees".
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 Status Date from the drop-down.
12. Select the Available from date from the drop-down.
13. If necessary, select the Available thru date from the drop-down.
14. 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. For master products, the Parent Product is the same as the Product Code. For subproducts, the Product Code is the event/session name and the Parent Product is the master room reservation product. |
Parent Product |
Link and text box. For master products, the Parent Product is the same as the Product Code. For subproducts, the Product Code is the event/session name and the Parent Product is the master room reservation product. This code must be unique and can be alphanumeric. |
Product Long Name |
Text box. Describes the Facility product name. This is an alphanumeric field with approximately 500 characters. |
Product Short Name |
Text box. The invoice description. Restricted to 50 characters. |
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 primary type of facility product. For example, room reservation or food service. The type selected affects the choices for Product Class. Values in the drop-down are populated based on the fixed codes defined for the FAC "PRODUCT_TYPE" system type. |
Product Class |
Drop-down. Used to classify any facility product (master or subproduct) to distinguish between non-rental and rental products. The options available are determined by the Product Type selected. Values in the drop-down are populated based on the non-fixed codes defined for the FAC "PRODUCT_CLASS" system type. |
Product Status |
Drop-down. The status of the meeting product. Values include Active, Cancelled, and Discontinued. Values in the drop-down are populated based on the non-fixed codes defined for the ORD "PRODUCT_STATUS" system type. |
Currency Code |
Drop-down. The appropriate domestic or international currency to use in this subsystem, e.g., German Mark, Japanese Yen, US Dollar. |
Status Date |
Read-only. System-generated status change date. |
Drop-down. The date on which the Facility product is available for sale.
For the product to be validated, there must be GL accounts and pricing records with dates on or before this date. |
|
Available Thru |
Drop-down. This field is usually left blank unless there is a specific date on which registrations will close. If a date is entered, the Facility product will not be available for orders after this date. |
Options |
|
Master Product |
Checkbox. When checked, indicates whether this product can stand alone. 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. Check this when setting up a master room reservation product and un-check when creating a food service or other product. |
Available to Order |
Checkbox. When checked, sets this as an active facility product accessible to 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.
|
Members Only |
Checkbox. When checked, sets that only members can use this facility 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 checked, 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 checkbox should only be
selected BEFORE entering GL account and pricing information.
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