The Reward Program feature allows 'On Account' customers
that have no other discount plan, to accumulate 'Reward Dollars'
based on a percentage of billed activity that is captured in the
Daily Close 2 posting of all types of invoices.
Any invoices that earn the Reward Dollars must be paid within the
period set for that Reward Program in order for those Reward
Dollars to qualify to be applied to pay open A/R account
balances.
Once the invoice that earned the Unposted Pending Rewards Dollars is posted, the amounts display in the Pending field in the Customer Information.
To upgrade these posted Pending dollars to Usable,
the invoice must be paid within the Maximum Payment Days for
the program, without using up any existing Reward Dollars.
The Reward Dollars total in the Customer Information represents the Usable
total and is included in the Reward Dollar
History window.
Note: Specific Product Classes, Groups, and/or Services can be flagged to prevent or allow earning any Reward Dollars on invoiced transactions for those items or services.
Customer Usable Reward Dollars can be adjusted in the Reward Dollar Adjustment utility which writes a Debit to the Rewards Expense G/L account and a Credit to the Reward Dollars Deferred G/L account as setup in the Default Accounts, to post on the next Rental Journal Transactions Report from Daily Close 3.
'Reward Dollar Statements' for customers can be generated
individually from the STATEMENT button in the
Reward Dollar History window or for a range
of customers from Reward Dollar Statements
utility.
The Jasper format to be setup in Company
Customer Forms for statements, is TX_ARRD08.RPT and only the
Jasper Reward Statements respect the Alternate Customer
Language.
Crystal forms are not supported.
Note: Reward Dollars cannot be used to pay Taxes, and specific Product Classes, Groups, and/or Services can be flagged to prevent or allow using Reward Dollars to pay billed amounts for those items or services, according to the flag setting at the time the invoice is paid.
For the impact on Reward Dollars when a payment is reversed, refer to Reversing a Customer Payment.
Because payments made using the Reward dollars are triggered by a unique payment method (RWD-X), the Posting Journal Summary from Post Customer Payments clearly separates the payments made with Reward Dollars.
Refer to Default Accounts for the Debit/Credit posting details and to view the Reward payment method code.
Divisional Posting:
Any manual adjustment transactions generated from the Reward Dollar Adjustment utility and a bulk expiry
of a customer's "Pending" and "Usable" Reward Dollars due to
inactivity, will post to the customer's division defined in the
Customer Information.
Document activity postings for invoices, invoice payments, payments
made with Reward Dollars, and individual invoice expiry records
will post to the ARAR document division.
Customer Pending Reward Dollars on posted invoices can be manually expired or an expiry can be reversed in the Reward Dollar Adjustment utility which writes adjusting G/L transactions to the Rewards Forfeit G/L account and the Reward Dollars Deferred G/L account as setup in the Default Accounts that posts on the next Rental Journal Transactions Report from Daily Close 3. adjusting transactions are posted on the next Rental Journal Transactions Report from Daily Close 3.
The prompts to define a Reward Program include:
Note: Inactive codes can be setup and assigned to eligible customers in advance of actual activation either manually or by the Update Customer Reward Program utility by selecting the Include Inactive Codes filter, but customers that do get assigned an inactive 'Reward Code' will not accumulate reward dollars as long as the code remains inactive.
The monthly business is based on the total dollar amount before
taxes from all invoices posted through Daily
Close 2 to Invoice History, with the exception of
"Customer Damage Work Orders".
Any credits or credit invoices reduce the business total.
The Update Customer Reward Program utility calculates each 'On Account' customer's business activity and then recommends the appropriate Reward Program to match the activity level of that month.
No Expiry Setup to Save Reward Dollars when No
Business:
If a 'Reward Program Code' is setup with the Minimum Monthly
Activity Dollars left blank or zero, then all On Account
customers are always eligible for this program as there is no
minimum business requirement and so there is no expiry for lack of
activity.
This 'Reward Program Code' with no expiry could be useful if it was
also configured not to earn any further Reward Dollars.
Then when a customer with accumulated Reward Dollars, had no
business in a month, instead of losing the Reward Dollars when his
current program eligibility expired, the Update
Customer Reward Program utility would assign this program code,
and this would allow the customer time to use his Reward
Dollars.
When Daily Close 2 or Update Customer Reward Program is run, a program is
executed to expire all rewards for customers with no business
activity within the inactivity expiry months. This will expire all
their Rewards Dollars, usable and pending.
A G/L transaction is written to deal with Rewards Dollars and
Pending rewards, and all records will be marked with an expiry
date.
If this Reward Program should never expire, set up a Minimum Monthly Activity Dollars to zero and the Inactivity Expiry Month to zero.
Set this value to zero in there should be no limit to the number of days allowed for payment.
Note: Specific Product Classes, Groups, and/or Services can be flagged to prevent or allow, earning or using Reward Dollars.
ACTIONS:
Additional actions provided by buttons on
the Reward Program Maintenance screen include:
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