Creating a Special Charges Product

To create a new special charges product:

1. From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2. Click Create New Product.
The Product Maintenance screen displays.

3. Click Exhibitions, as shown below.

The General Setup screen displays.

4. Enter the Product Code.
The Parent Product defaults to the value entered as the Parent Code.

5. Click the Parent Product link and select the appropriate parent product.
A pop-up displays asking if you would like to copy the product and revenue accounts of the parent product. Select Yes or No and click OK to continue.

6. Enter the Product Name.
The Invoice Description defaults to the value entered as the Product Name.

7. Enter the Product Sub-Title.

8. Select the Product Type of “Special Charges” from the drop-down.
The Exhibition Level Information section displays, as shown below.

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

10. If your organization uses multi-currency, then select the appropriate Currency Code.

11. Check the checkboxes that apply:

· Available to Order

· Zero Price

· Returnable

· Members Only

· One Price Only

· Enforce Inventory

· Allow Price Update

12. In the Exhibition Level Information section, enter the Points for this Product.

13. If necessary, click Default Priority Points.
See Defining Priority Points for more information.

14. If necessary, click Badge Default Information.
See Defining Badge Default Information for more information.

15. Click Save.

Screen Elements	Description
Exhibitor Level Information
Booth Pricing	Read-only. Identifies whether the price for the exhibition product will be calculated based on the flat amount price defined for the product or whether the defined price is a square unit price (where the total price is calculated by multiplying the square unit price by the total number of square units of booth). This field populates automatically based on the Parent Product selected.
Begin Date	Read-only. The beginning date of the special charges. This date populates automatically based on the Parent Product selected.
End Date	Read-only. The end date of the special charges. This date populates automatically based on the Parent Product selected.
Last Registration	Drop-down. The date the registration period ends. This date populates automatically based on the Parent Product selected. This date is compared to the order date when the exhibition registration is entered. If a batch is open when the registration is entered, the order date is set to the batch date, not the system date.
Last Refund	Drop-down. The last date on which refunds can be generated for this exhibition. This date populates automatically based on the Parent Product selected. If a batch is open when the refund is being generated, the system compares the Last Refund Date to the batch date.
Location	Read-only. The exhibition hall in the facility where the booths are located.
Facility	Read-only. The primary facility for the exhibition.
Default Priority Points	Button. When clicked, the Priority Points screen displays. Exhibitors can be awarded priority points for signing up for an exhibition. They can accrue points per booth, square unit, or dollar, and use these points for additional benefits. Some associations use the accumulated priority points to determine which company receives the best space in subsequent shows. See Defining Priority Points for more information.
Badge Default Information	Button. When clicked, the Free Badge Maintenance screen displays. You can define the number of free badges that will be provided for each booth or per total square area of space. See Defining Badge Default Information for more information.
Points for this Product	Text box. Exhibitors can be awarded priority points for signing up for an exhibition. Enter the number of points that will be awarded for those who rent or share this booth.