This utility can be run to make adjustments to the Usable
Reward Dollars earned by a specific 'On Account' customer.
The corresponding posting transactions to Debit the Reward
Expense account and Credit Reward Revenue Deferred
Revenueas setup in the Default
Accounts are created that will post on the Rental Journal
Transaction Report with the next Daily
Close 3.
This option is not accessible or visible on the menu when the
Reward Program feature is not activated.
The prompts include:
If a 'Child' customer is entered, a warning is generated the reverts to the 'Parent' customer number when acknowledged.
This running balance total does not necessarily reflect the customer's current account balance if future dated invoices or checks have been posted.
The total of the unposted invoices that are to be charged on the
customer's account including any unposted child invoices
displays.
A window is provided to view the specifics of the invoices as
outlined in View Customer's Un-Posted
Invoices.
This Usable amount is updated when posted invoices
earning the Reward Dollars are fully paid within the Maximum
Payment Days set in the Reward Program
assigned to the customer, and no Rewards Dollars were used to make
that payment.
Until the invoice that earned the Rewards Dollars is paid, the
Rewards Dollars are considered Pending.
If the Reward Program expires because of lack of activity, all Reward Dollars are lost and if an invoice is not paid within the Maximum Payment Days defined for the Reward Program, Reward Dollars for that specific invoice will expire.
A window is provided to view Reward Dollar History for this customer including parent and child earnings, and regardless of pending, usability, or posting status.
Select Expire an Invoice to cause an invoice with
Pending Reward Dollars to be expired, removing the pending
dollars.
The following additional information is required:
Select Reverse an Expiry to reset an expired invoice and
to re-instate the Pending Reward Dollars.
The following additional information is required:
ACTIONS:
Additional actions provided by buttons on
the Reward Dollar Adjustment screen include:
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