Loyalties Menu - Update Loyalties Accrued (v2.8)

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Loyalties Menu - Update Loyalties Accrued (v2.8)

Use this option to manually adjust the accrued loyalty credits for a single customer or a range of customers. For example, you could add loyalty credits or reduce the loyalty credits in a customer's account. You can also use this option to enter initial loyalty credits for customers, e.g. if you are transferring your loyalty system into Micronet from another system.

To manually update accrued loyalty credits:

Select DEBTORS | DEBTORS TRANSACTION PROCESSING | LOYALTIES MENU | UPDATE LOYALTIES ACCRUED and either:

create a new batch of debtor loyalties – see "Creating a New Debtor Batch"

recall an existing batch of debtor loyalties – see "Recalling a Debtor Batch".

Micronet displays the Update Debtor Loyalties screen.

Complete the following fields:

	Field	Value
	Batch Id	Micronet displays the batch ID you entered on the Add New Debtors Batch screen.
	Description	Micronet displays the batch description you entered on the Add New Debtors Batch screen.
	Control	This field is not used for loyalties batches.
	Batch	Micronet displays the total of all loyalty credits to be updated in the Update Now column.
	Starting Debtor	Enter the ID of the first debtor you want to update loyalty credits for. You can also press spacebar then Enter to select a debtor.
	Ending Debtor	Enter the ID of the last debtor you want to update loyalty credits for. You can also press spacebar then Enter to select a debtor.
	Reset Loyalties	Check this box if you want to reset Loyalties Accrued and Loyalties Redeemed in the Debtor master file to zero for all displayed debtors, before updating Loyalties Accrued with the value entered in the Update Now field (as described in the steps below). If you don't check this box, the value entered in the Update Now field will be added to or subtracted from the current value in the Loyalties Accrued field in the Debtor master file.

Select the Refresh button.

Micronet displays all debtors matching your selections, along with their accrued loyalty credits in the Current Loyalties field.

To edit the loyalty credits for a specific customer, double click on that customer or select the customer then press Enter.

Micronet displays the Edit Loyalty Amount screen.

This screen displays the following information:

	Field	Value
	Loyalty Sales Target	The lowest sales target at which loyalties accrue for this customer.
	Actual Sales	The customer's actual sales in dollars for the current period.
	Balance	The debtor's total current account balance, i.e. the sum of all the balances in the following fields.
	Current	The debtor's account balance (amount owed) for the current period.
	30 Days	The debtor's 30 day account balance.
	60 Days	The debtor's 60 day account balance.
	90 Days	The debtor's 90 day account balance.
	120 Days	The debtor's 120 day account balance.
	Prior	The account balance for this debtor prior to 120 days.
	Loyalties Available	The loyalty credits currently available to the customer for account credit or redemption. This represents the difference between the Loyalties Accrued and Loyalties Redeemed in the Debtor master file.

In the Loyalties Now field, enter the number of loyalty credits you want added to or subtracted from the customer's Loyalties Available.

Enter a minus sign for a negative number.

Select the Accept button.

Micronet redisplays the Update Debtor Loyalties screen.

Repeat these steps to update loyalty credits for other customers.
When you have finished adjusting customer loyalty credits, select the Update button.

Micronet displays a message asking you to confirm that you want to update the loyalties.

Select Yes to post the adjusted loyalty credits to customer accounts.

Micronet posts the adjusted loyalty credits and redisplays the Update Debtor Loyalties screen. The information posted is retained in the debtors transaction history file for future inquiries and reports.

Select Cancel to exit the Update Debtor Loyalties screen.

Micronet redisplays the Debtor Batch - Loyalties screen showing the debtor loyalties batch.

To print a report showing the details of the loyalty credits updated in the batch, select the loyalties batch and then:

select FILE | VERIFY if you want to save the batch so you can print it again
select FILE | PRINT if you want to print the batch and delete it from the Debtor Batch - Loyalties screen.

Micronet displays the User Defined Questions screen.

Enter any heading you want printed on the report then select Ok.

Micronet displays the Select Output Device screen.

Select whether you want the report displayed on screen, printed, saved to a specific type of file, faxed, or emailed in a specific format.

Reference

For more details on these options, refer to "Selecting the Output for Inquiries and Reports".

Micronet prints or displays the Debtors Register report.