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:04. Able to handle 2 decimal Point only | :04. Able to handle 2 decimal Point only | ||
:05. Batch Insert no checking (i.e. User may over deduct the point) | :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 | 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=== | ||
| Line 30: | Line 31: | ||
<div style="float: right;"> [[#top|[top]]]</div> | <div style="float: right;"> [[#top|[top]]]</div> | ||
==Know Bugs== | |||
* Tick UseQty not update | * Tick UseQty not update | ||
<div style="float: right;"> [[#top|[top]]]</div> | <div style="float: right;"> [[#top|[top]]]</div> | ||
==Todo== | |||
* Show UTD Point at Maintain Customer | * Show UTD Point at Maintain Customer | ||
* Option to Include or Exclude GST for Bonus Point | |||
==Modules Require== | ==Modules Require== | ||
| Line 110: | Line 113: | ||
:03. Enter the '''Voucher Number'''. | :03. Enter the '''Voucher Number'''. | ||
:04. Save. | :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=== | ===Extra Delivery Order=== | ||
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==See also== | ==See also== | ||
* Others [[Customisation]] | *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
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...
- 01. Item Code to be create - Voucher => For Claim use (eg 1 point = RM 0.01)
- 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 |
|
| UDF_VoucherRate | From maintain item & user still can adjust the rate if wanted to |
| UDF_UseQty |
|
| 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.
| Fields | Description |
|---|---|
| DocNo |
|
| 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 |
|
Steps
Sales Invoice
Below is example in Sales Invoice with Voucher Claim
Menu: Sales | Invoice...
- 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.
|
Extra Delivery Order
Menu: Sales | Extra Delivery Order...
- In here user can do adjustment for the point for each Customer.
- 01. Click Update Button
- 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
- 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