Reward Dollar History
Accounts Receivable Menu -> Customer Information
-> Reward Dollars window -> Reward Dollar
History
Accounts Receivable Menu -> View
Customer Information -> Customer Information view
only -> Reward Dollars window -> Reward Dollar
History
Accounts Receivable Menu -> Customer
Reward Program Maintenance -> Reward
Dollar Adjustment -> Reward Dollars window or
DETAILS button -> Reward Dollar History
When the Rewards Program processing is activated in
Custom Processing, customers assigned a
Rewards Code in the Customer Codes
window, accumulate Reward Dollars each time an invoice is created,
based on the rates and transaction types setup in the Rewards Program assigned to that customer at the
time the invoice total is calculated, and a detail record is
written to the Reward Dollar History as displayed in this
window.
When the customer has a Parent/Child relationship, any Reward
Dollars are reflected in both Parent and Child customer records,
although only the Parent can used the Reward Dollars on
payments.
The information for the customer lists:
-
- CUSTOMER
- The customer number and name (Parent # and Name) display.
- REWARD CODE
- The current Rewards Program assigned in
the Customer Codes window, displays.
- MEMBER DATE
- This is the date that a Reward Program was first assigned to
the customer in the Customer Codes
window.
- REWARD CODE HISTORY
- Click the Notes icon beside the 'Member Since' field to
view the changes in the Reward Program code history by date, Reward
code, plan description, division and operator.
- REWARD EXPIRY
- This is the Reward Expiry period defined for the assigned
Rewards Program.
Dollar Totals for this Customer include:
- The current Reward Dollars Available to be applied
against the A/R account, the Reward Dollars Pending for
posted invoices, the Unposted Pending for unposted invoices,
the LTD Dollars Used that have already been applied against
the customer's account, the LTD Dollars Earned, and the
number of unposted invoices that could earn pending dollars, are
displayed.
LTD values do not include expired or lost dollars.
Transaction Details for this Customer include:
- The current detailed information for this customer's Rewards
Dollars is initially listed in date order.
The list can be resorted by any column in ascending or descending
order, by clicking in the column heading, or clicking the
RESORT button to restore the original sort
sequence.
Columns can also be dragged and dropped to reposition them in the
table as required.
Values in the table include:
-
- TRX. DATE
- The invoice date is displayed.
This is the date on which the time due for payment is based in
order for these Pending dollars to become Useable Rewards
Dollars.
- TYPE
- The document status is displayed.
- DOCUMENT
- The document number is displayed.
- PENDING
- This value represents the Reward Dollars earned on this
document (posted or unposted) that does not yet qualify as
Usable as this invoice has not been paid.
When an unposted invoice is entered or is changed the
Pending value for the document is updated as of the time the
invoice is totalled.
- PENDING BALANCE
- This value is a running balance that represents the sum of the
Reward Dollars earned on posted invoices including this
transaction, but that does not yet qualify as Usable as the
source invoice has not been paid.
Pending amounts on unposted invoices are not included in this
running balance nor are they included on Reward Statements.
- USABLE
- This value represents the Reward Dollars earned on this
document that can be applied against outstanding balances On
Account.
- USABLE BALANCE
- This value is a running balance that represents the sum of the
Reward Dollars that can be applied against outstanding balances On
Account, including this transaction.
- EXPIRED
- The expiry date of the Reward Dollars on this transaction is
displayed when relevant.
- NOTE
- This field provides information about the transaction and is
used to record the posting status, and reasons for a payment
expiring, or when an invoice is paid in full making the balance
useable.
- CUSTOMER #
- The Parent or Child customer number from the invoice is
displayed.
- NAME
- The Parent or Child customer name from the invoice is
displayed.
ACTIONS:
Additional actions provided by buttons on
the Reward Dollar History screen include:
- Return Table to Original Sequence:
Click the RESORT button to return the display to the
original data sequence, if the records in the table have been
resorted or the columns have been reordered.
-
Generate a Reward Dollar Statement:
Click the STATEMENT button to generate a Jasper or
plain paper Reward Dollar Statement filtered by a date range
selection, with or without printing the Company Name and address,
and with the option to email it to designated Contacts if the Use Contact Document Emailing
feature is activated in the Company Email
Configuration.
Statements can also be generated from the Reward
Dollar Statements utility.
Unposted Pending Reward Dollars are not included on the
statement.
A Reward Dollar Statement cannot be generated for a 'Child'
customer.
Note: Reward Statements for Alternate Language customers
are only available in the alternate language on Jasper forms.
-
Export the Reward Dollar Transactions to a
Spreadsheet
Click the EXCEL button to output all the records in
the table including unposted Pending, to a spreadsheet.
Topic Keyword: ARRD02 (5830)