Bonus Point System

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

Modules Require

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

Setting

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

Steps

Below is example in Sales Invoice
Menu: Sales | Invoice...

• More coming soon...

See also

• Others Customisation