Defining Transcript Product Components

This task defines products that should be included with the active products at no additional charge. Any product can be added as a product component. Transactions and pricing will be at the master product level, not at the component level. Packages cannot be included as a component.

Components are always $0.

To define components:

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 Define the Product task category, click Define Components.
The Components screen displays, as shown below.

4. Click Add Component.
The Product Chooser screen displays. Enter information and search for a product. Double-click a product to add it to the table.

5. Enter the Quantity.

6. If necessary, enter the Order Lines to be Created.

7. If necessary, select a Rate Structure and Rate Code.

8. If shipping is waived for this component, check the Waive Shipping checkbox.

9. If necessary, change the Active status.

10. If necessary, use the Move Up and Move Down button to arrange the components in the correct order.

11. Click Save.

Screen Element	Description
Components
Add Component	Button. When clicked, the Product Chooser screen displays. Search for a component and double-click it to add it to the table. The fields in the Component Detail section are populated.
Delete Component	Button. When clicked, a pop-up displays stating “You have selected 1 row for deletion. Choose Yes to delete the row or No to exit.” Click Yes to delete the row from the table and the component from the meeting.
Move Up	Button. When clicked, the highlighted product is moved one row up in the grid.
Move Down	Button. When clicked, the highlighted product is moved one row down in the grid.
Component Detail
Product	Link. The component product fills in this field automatically. Click the link to open the Product Chooser screen and search for a new product.
Subsystem	Read-only. Subsystem associated with the product.
Parent Product	Read-only. Brought in from the product search for new records or from the Product Component table for existing components.
Product Name	Read-only. The name of the product selected from the Product field.
Rate Method	Read-only drop-down. The rate method associated with the component. If “Calculated” is selected, the system determines the rate code and structure.
Quantity	Text box. The quantity of the component that should be included.
Order Lines to be Created	Text box. How many order lines you want created based on quantity given.
Rate Structure	Drop-down. Validated against the rate structure table. When set, this specific rate structure will be used on the order detail record created when the product is ordered.
Rate Code	Drop-down. The rate or price associated with the rate structure selected.
Waive Shipping	Checkbox. When checked, this component will not be included in any calculation of shipping charges.
Active	Checkbox. When checked, indicates the component is an active product.
Members Only	Checkbox. This is disabled unless the product is members only.