The
only value that must be new is the Product Code.If you need to create multiple exhibition products that have similar setups, Personify360 offers a Copy Product functionality to make this process easier and less time-consuming. The Copy Product functionality allows you to take the setup of an existing inventoried product and copy over any or all of its parameters, including GL accounts and pricing setups, by simply checking off the parameters you want to recreate for the copied product.
This functionality is available for all Product Types and appears as a task (Copy this Product) through the Related Tasks task category when viewing a product on its Product Maintenance (PRODUCTCENTRAL) screen.
The Copy Product screen consists of two tabs:
· 1 – New Product to be Created
Used to set up the general product information, such as Product Code and
Product Description.
· 2 – Copy Parameters
Used to define the parameters that should be copied from the old product
to the new product.
The Copy Parameters functionality allows you to copy any or all parameters
of a product including the following:
o GL Account Parameters
§ System Accounts
§ Revenue Accounts
o General Parameters
§ Rates and Prices
§ Components
§ Cancellation Fees
§ Web Text Info
§ Shipping Fees
o Subsystem-Specific Parameters
§ Subproducts
§ Exhibition Location
§ Exhibition Booth Inventory (where applicable)
The
only value that must be new is the Product Code.
To create a new product by copying an existing:
1. From the
Personify360 main toolbar, select Products > Product
Central.
The Product Maintenance search screen displays.
2. Click Search to find a product or click Create New Product.
3. From the
Related Tasks task category, click Copy this Product.
The Product Copy screen displays with information on the original product
appearing at the top of the screen, as shown below.
4. On the New Product to be Created tab, enter the Product Code of the new product.
The Product
Code MUST be different from the original product.
5. If necessary,
select a new Parent Product.
This value defaults from the original product, but may be changed as needed.
6. Select
the Product Class of the new product.
This value defaults from the original product, but may be changed as needed.
7. Enter the Product Description and Invoice Description.
8. If necessary,
modify the Start Date/Time, End
Date/Time, and Date Available for Sale.
These values defaults from the original product, but may be changed as
needed.
As of 7.4.2,
when copying an exhibit product, for the first pricing record for each
rate structure, the system will set the price Begin Date to be the Available
Date plus the time between the source exhibit product Available Date and
pricing Begin Date of first pricing record for that rate structure. Thereafter,
the system will set the price Begin Date for each subsequent price for
the rate structure to be the exhibit Start Date of new exhibit minus the
same amount of time between the source exhibit Start Date and the price
Begin Date of the pricing record for the rate structure that’s being copied,
unless that results in a Price Begin Date less than the Available Date.
If the calculated Price Begin Date of the new pricing record will be less
than the Available Date, the system will calculate the difference in months
or days between the Price Begin Date of the pricing record being copied
and the previous pricing record, and set the Price Begin Date on the pricing
record being created to be the Price Begin Date of the previous pricing
record that was created on the new product plus the calculated difference
in time.
9. Click
Next.
The Copy Parameters tab displays, as shown below.
10. On the Copy Parameters tab, select the appropriate radio button in the System Accounts section.
a. Use Default System Account
When selected, the system pulls the Product_Account values from the FGL_Product_Account_Default
table for the subsystem.
b. Copy System Accounts
When selected, the system copies the Product_Account record from the original
product.
11. If necessary,
check the Impose Mask on System Accounts checkbox.
When checked, you must enter a GL Account Mask so the system validates
that the resulting account exists in the Financial General Ledger Account
Master table. If it does not exist in the table, then a warning is issued
and the user must define these accounts manually.
12. Check the appropriate checkboxes in the Revenue Accounts section.
a. Copy Revenue Accounts
When checked, the system copies the records from the Product_Revenue_Distribution.
b. Impose Mask on Revenue Accounts
When checked, you must enter a GL Account Mask so the system validates
that the resulting account exists in the Financial and Accounts Receivable
system. If it does not exist in the table, then a warning is issued and
the user must define these accounts manually.
13. If necessary,
enter the GL Account Mask.
This field is enabled if either of the “Impose Mask” checkboxes are checked.
When checked, it will accept a mask and then update the account based
on this mask. The system must validate that the resulting account is a
valid account. GL account numbers are created with segments that represent
the same type of item for all GL account numbers. You can define the pattern
for the GL account here.
14. Check
the appropriate checkboxes of the parameters to copy.
The parameters include the following:
· Rates and Prices: copies information defined on the Rates and Pricing screen.
· Components: copies information defined on the Components screen.
· Cancellation Fees: copies information defined on the Cancellation Fees screen.
· Shipping Fees: copies information defined on the Shipping Fees screen.
· Product Images: copies information defined on the Product Images screen.
· Web Text Info: copies information defined on the eBusiness Control, Brief Description, Long Description, and Search Engine Optimization (as of 7.6.2) screens.
· Ebus Controls: copies information defined on the eBusiness Control and Search Engine Optimization (as of 7.6.2) screens.
· Categories/Keywords: copies information defined on the Search Categories screen.
· Relationships: copies information defined on the Related Products, Related Customers, Related Files, Fundraising Links, and Product Segmentation screens.
15. If necessary,
check the Copy Subproducts checkbox.
Theses are the Subproducts originally created for the exhibition product,
such as booth subproducts. When checked, the application copies over any
subproducts associated with the original product. Note the setup of the
subproduct remains the same. You may need to update its availability dates
to align with the new product.
16. If necessary,
check the Copy Exhibition Location checkbox.
This is the location you selected within the Exhibition Products section
of the product’s General Setup screen. You may have entered a location
and/or a Facility. When checked, this links the new product’s location
to the previously selected location and/or Facility product.
17. If necessary,
check the Copy Exhibition Booth Inventory checkbox.
This is the inventory amount available for purchase for the original product.
When checked, this copies over the same inventory amount for the booth/exhibition
as the original product. For more information, please refer to Defining
Booth Inventory.
18. Review
all your fields, and after review, click Copy Product.
If no errors occur, the new product opens on the Product Maintenance screen.
If you receive an error stating, "Another object with the same key
already exists,” return to the “New Product to be Created” tab and make
sure you entered a Product Code different from the original product’s
code.
This process
does not automatically validate the product. You still need to click Validate
Setup, as with other product setups, to finalize the product.
While the
Copy Product functionality can copy the Web Text Info from the original
product’s e-Business control, you should open the new product’s setup
and review the e-Business to ensure it’s active and appears only when
desired.