This utility can be run to generate a worksheet and to re-assign
the appropriate Reward Program code to each
eligible On Account customer based on the business activity during
the month.
This option is not accessible or visible on the menu when the
Reward Program feature is not activated.
Customers cannot have been assigned any rental or sale discount
percents, trade discount percents, special pricing, special rates
codes, tiered prices or rates, loyalty plan or delivery/pickup
billing code, and need to maintain a certain amount of business
during the month as defined by the Reward
Program, to qualify for that level of rewards dollars.
Reward dollars are then given based on a percentage of that
billable activity also defined by the Reward
Program level, that can be applied to pay open account
balances.
Ideally this utility should be run each month to reset the
Reward Code assigned to the each On Account customer in the
Customer Codes, based on the previous
month's activity.
Child customers are not reflected on the screen, though the Reward Program will be updated if the Parent Reward Code is updated.
The prompts include:
In Change mode, select an existing worksheet that has not yet
been applied, from the drop-down box.
The selection filters display how that worksheet was constructed,
and are only enabled if the worksheet is being rebuilt.
Once a worksheet is accepted and has updated the customer Reward Code set in the Customer Codes window of the Customer Information, the worksheet is automatically deleted and no longer appears in the drop-down box.
If a worksheet is not going to be applied and is no longer
useful, it can be deleted.
To delete a worksheet, click Delete mode, or F7 before selecting
the worksheet, and then after selecting the worksheet to delete
from the drop-down box, click Accept.
Confirmation to delete is required.
Uncheck this box if an existing worksheet needs to be reviewed
and/or processed.
The other filters display the original selection and are disabled
as they have already been applied.
Uncheck this box if Reward codes flagged as "not active" in the
Reward Program table, should not be
considered by this utility when determining the new Reward Program
codes to recommend for customers based on the month's activity.
Check this box if Reward codes flagged as inactive in the Reward Program table, should be assigned to
customers who are eligible for that level of the program.
Note: This program does not respect the operator's Divisional Restricted Views.
Note: Cash customers are not eligible for Reward Programs and are never included in the worksheet.
Child accounts are not listed on the worksheet screen, but are included in the report or spreadsheet output, and will be assigned the Parent's Reward Code if updated.
Child account activity is included in the Parent account activity, and the Parent Reward Dollar plan is also re-assigned to the child accounts in Customer Codes.
This recommended code can be manually removed or changed if required, and a Reward Program Search window is provided to view and select from available codes.
Note: If changes are manually made to this field on the worksheet, the changes will remain on the worksheet until it is processed or until it is rebuilt.
Click ACCEPT to update the customers with the new codes saving
them in the Customer Codes window.
Confirmation is required, as these changes cannot be reversed.
A spreadsheet is generated listing the customer records including
associated Child customers, that have been updated by this
program.
Note: When the Reward Codes in Customer
Codes are being updated by this program, a record lock will
occur if another session has the Customer
Information screen open for a customer that needs to be
updated.
The program will remain locked until the other session exits and
releases the Customer record.
ACTIONS:
Additional actions provided by buttons on
the Update Customer Reward Programs screen include:
The option to include all customers displayed on the current worksheet screen in the report output, or to include only customers that should be changed, is provided.
Generate a Spreadsheet of the Worksheet Information:
Click the EXPORT button to generate a spreadsheet
listing the customers from this worksheet by customer number, with
the name, activity total for the month, new recommended code &
description, and the current code & description.
The option to include all customers on the worksheet screen in the exported output, or only customers that should be changed, is provided.
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