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Copy Product Templates

Paige Freeman
  • Updated

To access Copy Product Templates, you must have access to the COPY_PRODUCT_TEMPLATES access point.

Copy Product Templates allow you to create and edit templates for different subsystems for use during copy product. These templates allow you to save set copy instructions for which parameters should be copied. When copying a product, you can select the template to pull in the default values you wish to be copied.

Copy Product Templates are delivered for the Digital, Exhibit, Inventory, Meeting, Membership, Miscellaneous, and Subscription subsystems. These base templates cannot be deleted, but they are able to be modified to your organization's needs.

Creating a New Copy Product Template

To create a new copy product template:

  1. From the left navigation, under the Products menu, select Product Settings.
    The Product Settings page displays.
  2. Select Copy Product Templates.
    The Copy Product Templates page displays, as shown below.
  3. To modify an existing template, select the edit pencil in the grid next to the corresponding template.
  4. To create a new template, select +New Template.
    The Add New Template page displays, as shown below.
  5. Enter a Template Code.
  6. Enter the Template Name.
    This name will appear in the Templates drop-down when copying a product.
  7. Select the Subsystem.
    This field controls which products you can use this template for.
  8. From the Copy Parameter section, select which information you would like to be copied.
    1. Rates and Prices: copies information defined on the Rates and Pricing screen.
    2. Cancellation Fees: copies information defined on the Cancellation Fees screen.
    3. Product Images: copies information defined on the Product Images screen.
    4. Questionnaire: copies information defined on the product Questionnaire.
    5. Components: copies information defined on the Components screen.
      This option does not display for Digital products.
    6. Web Text Info: copies information defined on the eBusiness Control, Brief Description, Long Description, Related Links, and  Search Engine Optimization screens.
    7. Ebusiness Controls: copies information defined on the eBusiness Control, Related Links, and Search Engine Optimization screens.
    8. Categories/Keywords: copies information defined on the Categories and Keywords screen.
    9. Relationships: copies information defined on the Related Products, Related Customers, Related Files, Fundraising Links, and Product Segmentation screens.
    10. Shipping Fees: copies information defined on the Shipping Charges screen.
  9. If you are creating a template for the Exhibit, Membership, Meetings, or Subscription subsystems, the Subsystem Specific section will display.
    1. Exhibit Specific Parameters

      1. Begin and End Date and Time
        These values will default from the original product when copying an Exhibit product.
      2. Subproducts
        These are the Subproducts originally created for the exhibit product, such as booth subproducts. When set to YES, the system copies over any subproducts associated with the original product. The setup of the subproduct remains the same. You may need to update its availability dates to align with the new product.
      3. Locations
        This is the location you selected during Product Setup. You may have entered a location and/or a Facility. When set to YES, this links the new product’s location to the previously selected location and/or Facility product.
      4. Booth Inventory
        This is the inventory amount available for purchase for the original product. When set to YES, this copies over the same inventory amount for the booth/exhibition as the original product. For more information, please refer to Defining Booth Inventory.
      5. Payment Schedules
        When set to YES, this copies over any payment schedules defined for the product.
    2. Membership Specific Parameters
      1. Level 1, Level 2, Level 3
        These values will default from the original product when copying a Membership product.
      2. Linked Customer
        When set to Yes, this links the new product to the original product’s linked subgroup.
      3. Subscription Benefits
        When set to Yes, if more than one subscription benefit record for the same rate structure, rate code, and subscription product exists, only the most current record is copied.
    3. Meetings Specific Parameters
      1. Begin and End Date and Time
        These values will default from the original product when copying a Meeting product.
      2. Subproducts
        When set to Yes, the application copies over any meeting sessions. The setup of the sessions remains the same. You may need to update its availability dates to align with the new product.
      3. Meeting Location
        This is the location you selected during Product Setup. When checked, this links the new product’s location to the previously selected location.
      4. Requirements
        Requirements are equipment and services, such as podiums, microphones, coffee service, etc., defined for the original product.
        When set to Yes, this copies over the same requirement for the meeting product as the original product.
      5. Rotating Images
        When set to Yes, if your existing meeting product has images saved to it, the system copies the rotating image records from the existing meeting to the new meeting being created.
    4. Subscriptions Specific Parameters
      1. Print and Digital Edition
        When set to Yes, indicates an issue in the publication will be fulfilled in print or digital form.
      2. Subscription Issue
        When set to Yes, will default to copy the original product's Issues.
  10. In the GL Accounts section, select the appropriate radio button:
    1. Use System Default Accounts
      When selected, the system pulls the Product_Account values from the FGL_Product_Account_Default table for the subsystem. If this option is selected but no default system accounts have been defined, then the system accounts for the new product will be blank.
    2. Copy System Accounts
      When selected, the system copies the Product_Account record from the original product.
    3. If necessary, set the Impose Mask on System Accounts toggle to Yes.
      When set to Yes, you must enter a GL Account Mask so the system validates that the resulting account exists in the Financial General Ledger Account Master table.
  11. In the Revenue Accounts section, select from the following:
    1. Copy Revenue Accounts
      When set to Yes, the system copies the records from the Product_Revenue_Distribution.
    2. Impose Mask on Revenue Accounts
      When set to Yes, you must enter a GL Account Mask so the system validates that the resulting account exists in the Financial and Accounts Receivable system.
  12. Once you have completed selecting the information for the template, click Save to save the template and return to the Copy Product Templates page.