Bonus Point System: Difference between revisions

Revision as of 08:54, 21 December 2015

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)

Last Customisation Update : 19 Dec 2013

Sample Database

History New/Updates/Changes

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	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.

Steps

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.

More coming soon...

@@ Line 62: / Line 62: @@
 |}
+===Extra Delivery Order===
+''Menu: Sales | Extra Delivery Order...''<br />
+: This is the ''center'' or ''Ledger'' for all Point IN & OUT.
 ==Steps==