Copying a Meeting Product

Copying a Meeting Product

During the creation of a meeting, many pieces of information will be setup repeatedly.  Due to this similar setup, we have a Copy Product function to save time.  The feature lets you take the setup of an existing product and copy any or all of its parameters including GL Accounts and pricing setups.  There are two ways to copy a product.  This can be done directly from the Product Central search screen via highlighting the product and selecting the button.

The other option is from the screen tasks of the product you wish to copy.  From the Related Tasks screen task category choose, Copy this Product.

There are two main tabs of the Copy Product screen.  The first is the New Product to be Created and the second is Copy Parameters.

1. From the New Product to be Created tab, enter a Product Code and verify the Parent Product code as well. 
2. Choose a Product Class.
3. Enter a Product Description and Invoice Description.
4. Choose a Start Date/Time, End Date/Time, and Date Available for Sale.  These will default from the original product but may be changed as needed.
5. Click the Next button.

The Copy Parameters tab will display.

6. On the area for GL Account Parameters you will choose one of the following:
1. Use Default System Account – This pulls the product account values from the default product setup for the subsystem.
2. Copy System Accounts – This will pull the product account values from the product you are copying.

7. In the area for Revenue accounts choose one of the following:
1. Copy Revenue Accounts – This pull the revenue accounts from the default

8. Check the appropriate checkboxes for the parameters to copy:
1. Rates & Prices
2. Components
3. Cancellation Fees
4. Web Text Info
5. Shipping Fees

9. If needed, checkmark any of the Subsystem Specific parameters as well.
1. Sub-Products
2. Meeting Location
3. Requirements

10.  Click on the Copy Product button to complete the copy of the product.