Defining General Facility Product Information

Defining a General Facility Product Information

For a master room reservation product, the Product Code and Parent Product values are the same. To relate a food product or other product to the master room reservation product, select the Parent Product of the master room reservation.

To define a room reservation product:

1. On the toolbar, select Facilities > Facility Products.
The Facility Product Maintenance search screen displays, as shown below.

2. Select Create New Facility Product.
The General Setup screen displays, as shown below.

3. Enter the Product Code.
Parent Product defaults to the same value.

4. Enter the Product Name.
The Invoice Description defaults to the same value.

5. Enter a Product Sub-Title (used optionally on the Web).

6. Check the applicable checkboxes:

· Master Product

· Members Only

· One Price Only

· Available to Order

· Allow Price Update

· Zero Price

7. Select the Product Type from the drop-down.
The available options are "Room Reservation", "Food Service", and "Fees".

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

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

10. Select the Currency Code from the drop-down.

11. Select the Status Date from the drop-down.

12. Select the Available from date from the drop-down.

13. If necessary, select the Available thru date from the drop-down.

14. Click Save.

Screen Element	Description
General Product Setup
Subsystem	Read-only. The area, or module, with which the product is associated.
Product Code	Text box. For master products, the Parent Product is the same as the Product Code. For subproducts, the Product Code is the event/session name and the Parent Product is the master room reservation product.
Parent Product	Link and text box. For master products, the Parent Product is the same as the Product Code. For subproducts, the Product Code is the event/session name and the Parent Product is the master room reservation product. This code must be unique and can be alphanumeric.
Product Long Name	Text box. Describes the Facility product name. This is an alphanumeric field with approximately 500 characters.
Product Short Name	Text box. The invoice description. Restricted to 50 characters.
Product Sub-Title	Text box. This is an optional field that allows you to enter in an additional description (sub-title).
Product Type	Drop-down. The primary type of facility product. For example, room reservation or food service. The type selected affects the choices for Product Class.
Product Class	Drop-down. Used to classify any facility product (master or subproduct) to distinguish between non-rental and rental products. The options available are determined by the Product Type selected.
Product Status	Drop-down. The status of the meeting product. Values include Active, Cancelled, and Discontinued.
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. System-generated status change date.
Available From	Drop-down. The date on which the Facility product is available for sale. For the product to be validated, there must be GL accounts and pricing records with dates on or before this date.
Available Thru	Drop-down. This field is usually left blank unless there is a specific date on which registrations will close. If a date is entered, the Facility product will not be available for orders after this date.
Options
Master Product	Checkbox. When checked, 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. The checkbox defaults to checked when the product code and parent product code are identical. Check this when setting up a master room reservation product and un-check when creating a food service or other product.
Available to Order	Checkbox. When checked, sets this as an active facility product accessible to 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. This checkbox should only be selected BEFORE entering GL account and pricing information.
Members Only	Checkbox. When checked, sets that only members can use this facility product.
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.