Menu Path: Customer Service Customers Customer Rewards Customer Reward Statement Print
Print customer rewards statements.
Use Customer Reward Statement Print to output statements for rewards customers. Each statement includes the following information:
Rewards customer name
Rewards customer code
Rewards program ID
Rewards program name
Start date
End date
Rewards level name
Rewards level amount
Rewards level percentage
Actual net sales
Minimum sales amount
Actual qualified returns
Actual qualified returns percentage
Previous net sales amount
Previous return amount
Amount needed to reach the current rewards level
Amount needed to reach the next rewards level
Button |
Description |
Exit |
Click this button to close the Customer Reward Statement Print window. |
|
Click this button to output the statement. |
Field or Button |
Description |
Select this check box to output statements for rewards customers for all rewards programs. This check box is selected by default. |
|
Enter a rewards program ID for which you want to output statements, or click the Lookup button to select a rewards program ID. This field is only enabled if you clear the All check box. |
|
Enter a rewards program name for which you want to output statements, or click the Lookup button to select a rewards program name. This field is only enabled if you clear the All check box. |
|
Select this check box to output statements for all rewards customers. This check box is selected by default. |
|
Enter a rewards customer code for which you want to output statements, or click the Lookup button to select a rewards customer code. This field is only enabled if you clear the All check box. |
|
Enter a rewards customer name for which you want to output statements, or click the Lookup button to select a rewards customer name. This field is only enabled if you clear the All check box. |
|
Enter the as-of date for which you want to output statements, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
|
Enter the end date for which you want to output statements, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
|
Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
|
Specify File Name |
|
Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
|
Excel Format Name |
|
Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
|
Include header |
|
Delimiter |
|
Enclosing Character |
|
Printer |
|
Subject |
|
Report File Prefix |
|
Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
|
Print Title Line on All Pages |
|
Report Language 1 |
|
Report Language 2 |
|
Horizontal Shading |
|
Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
|
Number of Copies |
|
Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
|
Date |
|
Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
|
Repeat Every X Days |
|
Repeat On |
|
Repeat Every X Minutes |
|
Triggering Task Id |
|
Triggering Task Name |
|
Triggering Task Description |
|
Task Description |
|
Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
|
Screen Alert |
|
Internal Email |
|
Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
|