Bonus Point System: Difference between revisions

From eStream Software
(Created page with "==Introduction== This Customisation is to calculate/maintain the Point/Bonus Last Customisation Update : 19 Dec 2013 [http://www.estream.com.my/document/ACC%20BK-%5BBonusVou...")
 
No edit summary
 
(38 intermediate revisions by one other user not shown)
Line 2: Line 2:
This Customisation is to calculate/maintain the Point/Bonus
This Customisation is to calculate/maintain the Point/Bonus


Last Customisation Update : 19 Dec 2013
===Pros===
:01. Able to set Claim Rate (i.e. 1 Point = How many RM eg 1 Point = RM0.01 so enter as 0.01)
:02. Able to set Point Rate by item code (i.e. RM1 = How many point eg RM1 = 1 so enter as 1)
:03. Point Rate can be calculate by Amount and/or Qty
:04. Able to Claim like Voucher as Discount
:05. Able to Claim Item
:06. Claim Point Rate can be change runtime


[http://www.estream.com.my/document/ACC%20BK-%5BBonusVoucherPoint%5D.zip Sample Database]
===Cons===
:01. Unable to handle the cancel & Delete Invoice - Manually deduct the point using Update Button on Extra DO
:02. If the customer no transaction within the month it unable to Generate Statement
:03. No Auto Deduct Expiry Point - manually deduct the point using Update Button on Extra DO
:04. Able to handle 2 decimal Point only
:05. Batch Insert no checking (i.e. User may over deduct the point)
:06. User had to manually Adjust for Opening after the Year End Purging had done.
 
Last Customisation Update : 25 Dec 2015
 
[https://www.sql.com.my/document/ACC%20BK-%5BBonusVoucherPoint%5D.zip Sample Database]


===History New/Updates/Changes===
===History New/Updates/Changes===
25 Dec 2015
* Enable Support GST Version
* Add UnClaim Voucher Listing report
* Add Bonus-Sales Invoice 7 (GST 2) report
* Fix Bonus Statement show $ symbol
* Remove auto 5 cents rounding script
<div style="float: right;">  [[#top|[top]]]</div>
==Know Bugs==
* Tick UseQty not update
<div style="float: right;">  [[#top|[top]]]</div>
==Todo==
* Show UTD Point at Maintain Customer
* Option to Include or Exclude GST for Bonus Point


==Modules Require==
==Modules Require==
Line 14: Line 46:
* Multiple Document Number Set
* Multiple Document Number Set


==Setting==
==Settings==
===Maintain User===
===Maintain User===
''Menu: Tools | Maintain User...''<br />
''Menu: Tools | Maintain User...''<br />
Line 22: Line 54:
===Maintain Item===
===Maintain Item===
''Menu: Stock | Maintain Stock Item...''
''Menu: Stock | Maintain Stock Item...''
* Item Code to be create
[[File:BonusPoint-01.jpg|center]]
:* '''Voucher''' => For Claim use
:01. Item Code to be create - '''Voucher''' => For Claim use (eg 1 point = RM 0.01)
[[File:BonusPoint-02.jpg|center]]
:02. For each item code enter the ''Voucher Rate'' (eg 0.5 point = RM 1)
 
===Sales Invoice===
''Menu: Sales | Invoice...''<br />
: This applicable also at ''Sales Debit Note, Sales Cash Sales & Sales Credit Note''
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! UDF Fields !! Description
|-
| UDF_VoucherNo ||
* Enter the Voucher Number (Extra DO DocNo) & amount will base on the Extra DO DocAmt
* Not Applicable for Sales Credit Note
|-
| UDF_VoucherRate || From maintain item & user still can adjust the rate if wanted to
|-
| UDF_UseQty ||
* Tick  => UDF_Voucher := UDF_VoucherRate * Qty
* UnTick => UDF_Voucher := UDF_VoucherRate * Amount
|-
| UDF_Voucher || Total Current item Point
 
|}
 
===Extra Delivery Order===
''Menu: Sales | Extra Delivery Order...''<br />
: This is the ''center'' or ''Ledger'' for all Point IN & OUT.
[[File:BonusPoint-04.jpg|800px|center]]
 
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
! Fields !! Description
|-
| DocNo ||
* CRP-XXXXX - Is Claim/Deduct Transactions Point
* Voc-XXXXX - Is In/Add Transactions Point
|-
| DocNoEx || Is From which DocNo is Generate From
|-
| DocRef1 || Which Voc-XXXXX is use for Claim/Deduct Point
|-
| DocAmt || The Total Point for each transaction.
|-
| UDF_CRPoint ||
* Tick - Is Claim/Deduct Transactions Point
* Untick - Is In/Add Transactions Point
|}
 
==Steps==
===Sales Invoice===
Below is example in Sales Invoice with Voucher Claim<br />
''Menu: Sales | Invoice...''
[[File:BonusPoint-03.jpg|800px|center]]
:01. Enter all Information (eg Company Code, Date, ItemCode, etc) as norm for Normal Sales (i.e. Add Point).
:02. Select itemcode '''Voucher'''.
:03. Enter the '''Voucher Number'''.
:04. Save.
 
{| style="margin: 1em auto 1em auto;"
|-
|
----------------------------------------------------------------------------------------------------------------------------------------------------
{|
|-
| [[File:Template.Tips-01.jpg|60px]]||
: If no Voucher is use (i.e. Just deduct/redeem either fully/partly by Point),
:* Just enter the UDF_VoucherRate as - (Negative Value) after enter the Negative UnitPrice
|}
----------------------------------------------------------------------------------------------------------------------------------------------------
|}
 
===Extra Delivery Order===
''Menu: Sales | Extra Delivery Order...''
: In here user can do adjustment for the point for each Customer.
:01. Click '''Update''' Button
[[File:BonusPoint-05.jpg|center]]
:02. Untick this if you wanted to Add the point
:03. Enter the Point to Add/Reduce.
:04. Click '''Post''' Button
 
===Extra Delivery Order Listing===
''Menu: Sales | Print Sales Document Listing...''
: Here is for user to print the '''Bonus Statement''' or '''UnClaim Voucher Listing''' report
[[File:BonusPoint-06.jpg|center]]
:01. Select '''Extra Delivery Order Listing''' & '''Range Date'''
:02. Tick '''Customer Code'''
:03. Click '''Apply''' button
:04. Press '''F6''' to preview
:05. Select report name '''Bonus Statement''' or '''UnClaim Voucher Listing'''
:06. Click '''Ok''' button
 
==See also==
*Others [[Customisation]]

Latest revision as of 03:23, 8 June 2024

Introduction

This Customisation is to calculate/maintain the Point/Bonus

Pros

01. Able to set Claim Rate (i.e. 1 Point = How many RM eg 1 Point = RM0.01 so enter as 0.01)
02. Able to set Point Rate by item code (i.e. RM1 = How many point eg RM1 = 1 so enter as 1)
03. Point Rate can be calculate by Amount and/or Qty
04. Able to Claim like Voucher as Discount
05. Able to Claim Item
06. Claim Point Rate can be change runtime

Cons

01. Unable to handle the cancel & Delete Invoice - Manually deduct the point using Update Button on Extra DO
02. If the customer no transaction within the month it unable to Generate Statement
03. No Auto Deduct Expiry Point - manually deduct the point using Update Button on Extra DO
04. Able to handle 2 decimal Point only
05. Batch Insert no checking (i.e. User may over deduct the point)
06. User had to manually Adjust for Opening after the Year End Purging had done.

Last Customisation Update : 25 Dec 2015

Sample Database

History New/Updates/Changes

25 Dec 2015

  • Enable Support GST Version
  • Add UnClaim Voucher Listing report
  • Add Bonus-Sales Invoice 7 (GST 2) report
  • Fix Bonus Statement show $ symbol
  • Remove auto 5 cents rounding script

Know Bugs

  • Tick UseQty not update

Todo

  • Show UTD Point at Maintain Customer
  • Option to Include or Exclude GST for Bonus Point

Modules Require

  • DIY Field
  • DIY Script
  • Invoice ----> DO
  • Multiple Document Number Set

Settings

Maintain User

Menu: Tools | Maintain User...

Untick the Access Right for Prompt Replace Unit Price Dialog under the Group : Sales

Maintain Item

Menu: Stock | Maintain Stock Item...

BonusPoint-01.jpg
01. Item Code to be create - Voucher => For Claim use (eg 1 point = RM 0.01)
BonusPoint-02.jpg
02. For each item code enter the Voucher Rate (eg 0.5 point = RM 1)

Sales Invoice

Menu: Sales | Invoice...

This applicable also at Sales Debit Note, Sales Cash Sales & Sales Credit Note
UDF Fields Description
UDF_VoucherNo
  • Enter the Voucher Number (Extra DO DocNo) & amount will base on the Extra DO DocAmt
  • Not Applicable for Sales Credit Note
UDF_VoucherRate From maintain item & user still can adjust the rate if wanted to
UDF_UseQty
  • Tick => UDF_Voucher := UDF_VoucherRate * Qty
  • UnTick => UDF_Voucher := UDF_VoucherRate * Amount
UDF_Voucher Total Current item Point

Extra Delivery Order

Menu: Sales | Extra Delivery Order...

This is the center or Ledger for all Point IN & OUT.
BonusPoint-04.jpg
Fields Description
DocNo
  • CRP-XXXXX - Is Claim/Deduct Transactions Point
  • Voc-XXXXX - Is In/Add Transactions Point
DocNoEx Is From which DocNo is Generate From
DocRef1 Which Voc-XXXXX is use for Claim/Deduct Point
DocAmt The Total Point for each transaction.
UDF_CRPoint
  • Tick - Is Claim/Deduct Transactions Point
  • Untick - Is In/Add Transactions Point

Steps

Sales Invoice

Below is example in Sales Invoice with Voucher Claim
Menu: Sales | Invoice...

BonusPoint-03.jpg
01. Enter all Information (eg Company Code, Date, ItemCode, etc) as norm for Normal Sales (i.e. Add Point).
02. Select itemcode Voucher.
03. Enter the Voucher Number.
04. Save.
Template.Tips-01.jpg
If no Voucher is use (i.e. Just deduct/redeem either fully/partly by Point),
  • Just enter the UDF_VoucherRate as - (Negative Value) after enter the Negative UnitPrice

Extra Delivery Order

Menu: Sales | Extra Delivery Order...

In here user can do adjustment for the point for each Customer.
01. Click Update Button
BonusPoint-05.jpg
02. Untick this if you wanted to Add the point
03. Enter the Point to Add/Reduce.
04. Click Post Button

Extra Delivery Order Listing

Menu: Sales | Print Sales Document Listing...

Here is for user to print the Bonus Statement or UnClaim Voucher Listing report
BonusPoint-06.jpg
01. Select Extra Delivery Order Listing & Range Date
02. Tick Customer Code
03. Click Apply button
04. Press F6 to preview
05. Select report name Bonus Statement or UnClaim Voucher Listing
06. Click Ok button

See also

Retrieved from "https://wiki.sql.com.my/index.php?title=Bonus_Point_System&oldid=12884"
Last modified
This page was last edited on 8 June 2024, at 03:23.