Copy Product Templates for YMCAs and JCCs – Web Client Help Center

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, Inventory, Membership, Miscellaneous, Program, Childcare, 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:

From the left navigation, under the Products menu, select Product Settings.
The Product Settings page displays.
Select Copy Product Templates.
The Copy Product Templates page displays, as shown below.
To modify an existing template, select the edit pencil in the grid next to the corresponding template.
To create a new template, select +New Template.
The Add New Template page displays, as shown below.
Enter a Template Code.
Enter the Template Name.
This name will appear in the Templates drop-down when copying a product.
Select the Subsystem.
This field controls which products you can use this template for.
If the Programs Subsystem is selected in the Subsystem field, you can indicate if this template is for Childcare products by setting the Childcare toggle to YES.
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. Components: copies information defined on the Components screen.
  This option does not display for Digital products.
5. Web Standard
  This toggle is disabled if the Web Text Info toggle or Categories/Keywords toggle is set to Yes.
  When the Web Standard toggle is set to Yes, the system will perform the following:
  1. create the LONG and SHORT web text based on what has been defined in the Web Standards screen for the Department Class and Department Subclass fields (Using Build Code) (APP005 in the back office)
  2. create the Categories web text based on what has been defined in the Web Standards screen
  3. copy the Keywords that have been defined by the source product
6. Initial Payment Due Date and Last Payment Due Date
  This toggle is only available if the Payment Schedule flag is set at the Org Unit level for the MTG and FND subsystems
7. Web Text Info: copies information defined on the eBusiness Control, Brief Description, Long Description, Related Links, and Search Engine Optimization screens.
8. Ebusiness Controls: copies information defined on the eBusiness Control, Related Links, and Search Engine Optimization screens.
9. Categories/Keywords: copies information defined on the Categories and Keywords screen.
10. Relationships: copies information defined on the Related Products, Related Customers, Related Files, Fundraising Links, and Product Segmentation screens.
11. Shipping Fees: copies information defined on the Shipping Charges screen.
If you are creating a template for the Membership, Programs, Childcare, or Subscription subsystems, the Subsystem Specific section will display.
1. 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.
2. Programs Specific Parameters
  1. Begin and End Date and Time
    These values will default from the original product when copying a Program 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. Program 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 program product has images saved to it, the system copies the rotating image records from the existing program to the new program being created.
  6. Payment Schedules
    When set to Yes, if your existing program product has a payment schedule, it will be copied to the new product.
  7. Age, Grade, Gender
    When set to Yes, if your existing program product has age, grade, or gender restrictions, they will be copied to the new product.
  8. Program Days
    When set to Yes, the Program Days will not be visible. All days will be copied from the source product to the new product.
    When set to No, the Program Days will display. Only the days that are selected will be copied from the source product to the new product.
  9. Transportation
    When set to Yes, if your existing program product has transportation, it will be copied to the new product.
  10. Capacity, Waitlist Capacity, and Min Registrants
    When set to No, the Capacity, Waitlist, and Registration will all be set to zero.
3. Childcare Specific Parameters
  1. Groups
    When set to Yes, copies all linked groups from the source product to the new product.
  2. Program Calendar
    When set to Yes, the Program Calendar field does not display.
    When set to No, the Program Calendar search field displays. Selecting the Advanced button opens the Program Calendar search.
  3. Sessions
    When set to Yes, copies all sessions from the source product to the new product.
  4. Session Price
    If the Sessions toggle is set to No, this toggle is disabled.
    When set to Yes, the Session Rate Codes and Prices will be copied from the source product to the new product.
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.
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.
In the Financial 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.
Once you have completed selecting the information for the template, click Save to save the template and return to the Copy Product Templates page.