Packages System Types and Codes

The following table lists the package-related types and codes. The non-fixed system types must be defined before using packages in Personify360.

Type

Fixed?

Description

CUSRELATION

N

The classification of the customer relationship. For example, Author, Co-Sponsor, Product Manager, Speaker, Sponsor, Staff, or Vendor. The Relationship Type field displays on the Related Customers screen in Product Maintenance. 
  
The Option 1 field is used to create a product relationship between the product and the constituent. Enter "CUS001I-APPEARANCE" in this field in order for the code to be an option from the Relationship Type drop-down on the Related Customers screen.

FULFILL_STATUS

Y

The status of the product within the order. Currently, "Active" is the only system code. The Fulfill Status field displays on the Line Item Details screen in Order Entry.

LINE_STATUS

Y

The status of the line item in the order. For example, Active, Cancelled, or Proforma. The Line Status field displays on the Line Item Details screen in Order Entry. 
  
The Option 1 field determines whether or not FAR670 will recognize the order line. Enter "RevenueRecognition" in this field if you want FAR670 to process the transaction. In the base application, only line status codes of "A" have "REVRECOGNITION" in the Option 1 column. This was executed for organizations that customize order entry to use different line status codes.

 

Option 3 identifies whether order lines with the line status defined by the code should be included in invoices.

PACKAGE_SELECTION_TYPE

Y

Controls how package components are treated in an order. The following codes are delivered with base and cannot be changed:

·       Fixed

·       Select

·       Open

 

The Package Selection Type field displays on the General Setup screen in Product Maintenance.

PLACEMENT

Y

Determines where the related link will display on the Package Detail page on the web.

 

The following codes are delivered with base and cannot be changed:

·       Additional Information

 

The Placement field displays on the Related Links screen.

PRODUCT_CLASS

N

Used to classify any product (master or sub-product) to distinguish between the type of package. It can also be used to give a discount to a certain class of products. This field is typically used for reporting. For example, Membership Package, Meeting Package, Promotional Package, Subscription Package, or Exhibit Package. The Product Class field displays on the General Setup screen in Product Maintenance.

 

The Option 1 field is not used by this type.

 

Option 2 identifies a second level of search category for the product class that is used in faceted search on the web.

PRODUCT_TYPE

Y

A system-defined code that identifies the type of PCK product. The following codes are delivered with base and cannot be changed:

·       Package

·       Umbrella Product

 

The Product Type field displays on the General Setup screen in Product Maintenance.

URL_TYPE

N

User-defined system type used to categorize related links on the Package Detail page on the web. The URL Type field displays on the Related Links screen.

See also:

·            Creating a Package Product

·            Packages on the Web

·            Creating an Order for a Package