Defining General Certification Product Information

To define the general certification product information:

1. From the Personify360 main toolbar, select Certification Definition > Certification Product Setup.

2. Click Create New Product.

3. Click Certifications, as highlighted below.

The General Setup screen displays, as shown below.

4. Enter the Product Code.

5. Click the Parent Product link to search for a parent product associated with the certification.

6. Enter the Product Name.
The Invoice Description defaults to the same but can be changed.

7. Enter a Product Sub-Title.

8. The Product Type defaults to "Certification" and cannot be changed.

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

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

11. The Status Date defaults to today and cannot be changed.

12. If necessary, select a Currency Code from the drop-down.

13. The Available from defaults to today but can be changed.

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 in the Options section:

· Master Product

· Available to Order

· Zero Price

· Returnable

· Members Only

· One Price Only

· Allow Price Update

17. Click Save.

Screen Element	Description
Header
Parent Product	Read-only. Populated based on the value that you enter for the Parent Product.
Product Code	Read-only. Populated based on the value that you enter for the Product Code.
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. Populated based on the value that you enter for the Invoice Description.
General Product Setup
Subsystem	Read-only. The area, or subsystem, with which the product is associated.
Product Code	Text box. The certification product name.
Parent Product	Link and Text box. The master group to which the certification product is being added.
Product Name	Text box. The user-defined 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 extraordinarily 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 primary type of product. The only product type available is “Certification.” Values in the drop-down are populated based on the fixed codes defined for the CRT "PRODUCT_TYPE" system type.
Product Class	Drop-down. Used to classify the certification product to distinguish between certification and recertification. Values in the drop-down are populated based on the non-fixed codes defined for the CRT "PRODUCT_CLASS" system type.
Product Status	Drop-down. The status of the certification product. The status dictates whether it can be seen on the Order Entry screens. Values include Active, Cancelled, and Discontinued. As of 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.
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. This is a read-only field that displays the date the product was created. Defaults to today’s date when creating a new product.
Available from	Drop-down. Defaults to the system date, but it can be overridden. Indicates the date from which the certification product is available for orders. This date must equal the earliest start date of the certification product. The Available From date cannot be changed if orders have already been created for it.
Available thru	Drop-down. This field is usually left blank unless there is a specific date on which certification products will no longer be available. If a date is entered, the certification 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 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. 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.
Available to Order	Checkbox. When checked, sets this as an active certification 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. As of 7.5.2, if this checkbox is checked, the Waive Shipping checkbox is checked and disabled on the Rates Pricing screen. This checkbox should only be selected BEFORE entering GL account and pricing information.
Returnable	Checkbox. When checked, indicates this product can be returned. The ORD650 renewal process selects the product for renewal and creates a proforma renewal order line.
Members Only	Checkbox. When checked, sets that only members can buy this certification product. Only pertains to current active members. 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 Rates and Pricing screen) and is marked as Can Purchase Member Products (on the Rate Structure Maintenance screen) can buy the product. Therefore, if the customer only qualifies for rate structures that aren't marked as Can Purchase Member Products, then that customer will not able to buy the member-only product. Additionally, if the customer qualifies for a rate structure that IS marked as Can Purchase Member Products, but that rate structure is NOT ALSO defined on the members-only product, then that customer will not be able to buy the members-only product. 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.
Certification Specific Information
Customer Type	Read-only. The customer type associated with the certification product. For example, Individual or Committee. The value is populated based on the information entered in the Certification Definition screen.
Credentials	Read-only. The credentials associated with the certification product. The value is populated based on the information entered in the Certification Definition screen.