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)

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

[top]

Know Bugs

• Tick UseQty not update

[top]

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	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.

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...

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.

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

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