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This tab stores the actual and forecasted costs associated with this product. See About the " Costs Form" section of the Aptify 5.5 Product Setup and Administration Guide.
Cost Planning Sub-Tab
This tab stores information on costs for planning purposes associated with this product.
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Selecting the Taxable option instructs the Aptify Order Entry system to add an appropriate tax to the product on the order line when it is purchased. See Managing the Sales Tax chapter in the Aptify 5.5 Accounting and Financial Systems Integration GuideInfrastructure for information.
Deferred Income (required)
The Deferred Income option indicates that the sale of the product is recognized at a future date or dates. Deferred income products must have a deferred income GL account so that scheduled transactions can be generated when the product is ordered. This field is only available when the Subscription Item option is selected on the Subscription tab. See the Creating Creating Subscription Products chapter of the Aptify 5.5 Subscription and Dues Management Guide for for more information.
Cash Basis Acctg (required)
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Discuss this selection with your accounting department before specifying that a product should use Cash Basis accounting. If using Cash Basis accounting, be sure to add an unearned revenue account to the product’s GL Account tab.
See the Aptify 5.5 Managing Accounting and Financial Systems Integration Guide for for more information on Aptify’s accounting functionality.
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The GL Accounts tab lists the general ledger (GL) accounts associated with the product. Initially the tab populates with the GL accounts listed on the product’s Product Categories record. GL accounts are used at the product level for accounting purposes. If a product category’s GL accounts are modified, the product’s GL accounts must be updated manually if necessary to avoid unintentional changes to GL accounts at the product level. See the "About the GL Accounts Form (Products)" section of the Aptify 5.5 Product Setup and Administration Guidefor Products.
Comments Sub-Tab
The Comments tab contains any comments relevant to the class/meeting record.
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The Prices tab contains specific details about the pricing associated with the class/meeting record. See the "Pricing Tab" subsection Pricing Table tab in the "Products Form" section of the Aptify 5.5 Product Setup and Administration GuideProducts form for more information.
Product Details Sub-TabTab
The Product Details tab contains specific details about the product associated with the class/meeting record. See the "Details Tab" subsection tab in the "Products Form" section of the Aptify 5.5 Product Setup and Administration GuideProducts form for more information.
Registrations Sub-Tab
The Registrations tab displays a view of all the Registrants for the class/meeting. The details on this sub-tab are further divided by status including the following categories: Registrants, Wait List, Attendees, Cancellations, and Registration Details.
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- Generated: Aptify automatically generates a web page based on the details provided on the Classes record
- Template: Aptify generates a web page based on a template specified in the Web Template field. See the “About the Product Web Templates Form” in the section of the Aptify 5.5 Product Setup and Administration Guide. If you select this option, specify the template in the Web Template field.
- Custom: Aptify uses a class‐specific web page designed specifically for this product; it does not automatically generate a web page. If you select this option, specify the URL
of the web page in the Web Page field.
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