Line 67: | Line 67: | ||
: This is the ''center'' or ''Ledger'' for all Point IN & OUT. | : This is the ''center'' or ''Ledger'' for all Point IN & OUT. | ||
[[File:BonusPoint-04.jpg|800px|center]] | [[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== | ==Steps== |
Revision as of 09:15, 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
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 |
|
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
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...
See also
- Others Customisation