The sources of Member Point Entries are POS, Sales Order and Journal. All entries from POS and Sales order are either Sales or Redemption. The award points are based on the sales and are calculated at end of transaction. When the member use points as trigger for discount or as payment he will redeem points and we will get entry type of Redemption. Other entry types are created from posting of journal or by expiring entries with batch job.
We have three types of journals on for corrections or manual entries and another for transfers of points from one account to another account.
When you enter the LS Central – Member Point Journals, Member Point Journal a template list will appear:
Selecting one from the list opens the Member Point Journal card:
Type: The options are Sales, Redemption, Pos. Adjustment, Neg. Adjustment.
Date
This date will be the entry date in the Member Point Entry.
Document No.
It is possible to specify No. Series for the Document No. in the Batch for this Journal, if this has been specified the Document No. will automatically be inserted.
Account No.
The Member Account number. You will get list of possible accounts by pushing F6 in this field.
Description
When you key in the Account No. you will get the description from the Member Account, it is possible to change the text.
Points
Number of point you want to post to the member account.
Point Type
The options are Award Points, Other Points.
Point Value
This field is filled in by the system with value from the Club record, it is possible to overwrite the value if you need to correct the value on the account.
Total Value
The value is calculated from Points and Point Value, this field is not editable.
Total Value = Point x Point Value. Since there is one account in each line the total value is the information that matters.
Reason Code
It is possible to specify reason for the correction by inserting Reason Code. The Reason Code is linked to the Reason Code table.
Points Balance
This field is showing the point balance of the current member account.
Can create Member Point Journal Templates
Name, Description, Journal Type Normal, or Transfer
You can use Alt B open the setup of the Batch. Her it is possible to specify the no. series for the Document No. and the default Reason Code if needed.
Account
Under the Account button the Member Account Card is opened.
Posting
There are three options under the Posting button.
Test Post
This function will test all lines in the journal and check if it will post correctly. It will check the point balance and the status of the member account.
Post
This function will post all lines in the Journal and delete the Journal Lines.
Post & Print
This function will test the journal and print it and do the same function as Post.
It is not possible to select the type here, it is fixed to Transfer. Additional to the fields in the Standard Journal we have fields related to the Transfer to Account.
Transfer To Account No.
The Member Account you want to transfer points to.
Description 2
When you key in the Transfer To Account No. the system will display the description from the account here, it is possible to overwrite the text.
Transfer To Point Type
The options are Award Points and Other Points. This should normally be other points because otherwise the system will count given award points on two accounts for the same points coming from sales.
Transfer Factor
This field is filled in by the system. The value is coming from the Member Club record. If the factor is 0.9 and you are transferring 1000 points it will be 900 on the new account.
