Menu Path: Customer Service Customers Customer Rewards Customer Reward Create and Print
Create customer rewards in the form of credit memos.
Use Customer Reward Create and Print to create credit memos using the service product set up for a specific rewards program. The credit memo should be reviewed in the system prior to printing and posting. You can also use Customer Reward Create and Print to review and make manual override adjustments for unusual situations.
Button |
Description |
Exit |
Click this button to close the Customer Reward Create and Print window. |
Show Data |
Click this button to refresh data in the Results grid. |
Create |
Click this button to create credit memos for rewards displayed in the Results grid if the check box is selected in the Create Reward column. |
Button |
Description |
Select |
Click this button to display Select a New Batch, which allows you to select a previously created batch. |
Open |
Click this button to display Open a New Batch, which allows you to create a new batch. |
Close |
Click this button to display Close A Batch, which allows you to close a batch. |
Edit |
Click this button to display Edit A Batch, which allows you to edit an existing batch. |
Field or Button |
Description |
This field displays the current batch number for credit memos to be created. A batch number is required for general ledger posting. To select a different batch number, click the Select button on the Batch tab in the ribbon. To create a new batch, click the Open button on the Batch tab in the ribbon. |
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Click the Lookup buttons to select the period and year for general ledger posting. The period defaults to the current accounts receivable period. |
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Enter a customer rewards program ID, or click the Lookup button to select a customer rewards program ID. For information on setting up rewards programs, see Reward Program Maintenance. |
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Enter a customer rewards program name, or click the Lookup button to select a customer rewards program name. For information on setting up rewards programs, see Reward Program Maintenance. |
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Enter the customer rewards date, or click the drop-down arrow to select a date. The date defaults to today. |
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Enter the first date in a range of customer reward end dates, or click the drop-down arrow to select a date. This is used to select customers in programs that have ended. |
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Enter the last date in a range of customer reward end dates, or click the drop-down arrow to select a date. This is used to select customers in programs that have ended. |
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Select Unissued, Issued, or Both. Unissued is selected by default. If you select Issued, you can view previous customer rewards history information. |
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Enter a shipping location prefix to use for the credit memo, or click the Lookup button to select a shipping location prefix. For more information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location name to use for the credit memo, or click the Lookup button to select a shipping location name. For more information on shipping locations, see Sales Location / Shipping Location. |
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Enter a sales location prefix to use for the credit memo, or click the Lookup button to select a sales location prefix. For more information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location name to use for the credit memo, or click the Lookup button to select a sales location name. For more information on sales locations, see Sales Location / Shipping Location. |
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This grid displays the selected customer reward information. You can enter an override rewards amount and select whether to create the reward for each row. The grid includes the following columns:
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