(RUS) Set up Microsoft Dynamics AX to redeem and return loyalty points

Applies To: Microsoft Dynamics AX 2012 R3

Follow the steps in this topic to set up a discount loyalty scheme, set up retail parameters for loyalty schemes, and set up an operation to redeem loyalty points at the point of sale (POS).

Prerequisites

The following table shows the prerequisites that must be in place before you start.

1. Set up a discount loyalty scheme

Use the Loyalty schemes form to create a redemption rule for a loyalty scheme that is used to redeem loyalty points as discounts for sales transactions at the POS.

To perform this task, follow these steps:

1. Click Retail > Common > Loyalty > Loyalty schemes.

2. Select a loyalty scheme, and then click Edit.

3. On the Redemption rules FastTab, click Add line, and then specify the program tier, identification code of the loyalty reward point, reward points, amount or quantity, currency, start date, and end date for the redemption rule.

   Field	Description
   Program tier	Select the loyalty program tier for the redemption rule.
   Reward point ID	Select the loyalty reward point identification code for the redemption rule.
   Reward points	Enter the number of loyalty points that are deducted when the redemption rule is applied.
   Redemption type	Select Loyalty points discount as the redemption type for the redemption rule. Note When you select Loyalty points discount in this field, you can only update the Program tier, Reward point ID, Reward points, Amount or quantity, Currency, Start date, and End date fields on the Redemption rules FastTab.
   Amount or quantity	Enter an amount or quantity that can be redeemed for the number of loyalty points that you specify in the Reward points field. The value in this field depends on the reward point type for the loyalty reward point identification code that you selected in the Reward point ID field.
   Currency	Enter the currency for the redemption rule.
   Start date	Select the starting date from which the redemption rule is valid.
   End date	Select the ending date until which the redemption rule is valid.

2. Set up retail parameters for loyalty schemes

Use the Retail parameters form to set up retail parameters for loyalty schemes.

To perform this task, follow these steps:

1. Click Retail > Setup > Parameters > Retail parameters.

2. Click Loyalty, and then in the Loyalty area, select the Automatically calculate refund points check box to automatically calculate the number of points to refund for a return transaction.

3. Select the Award loyalty points for a partial redemption check box to award loyalty points for the remaining transaction amount that is paid in cash when you redeem the loyalty points.

3. Set up operations to redeem and check loyalty points

Use the Operations form to set up retail operations that are used to redeem loyalty points and check loyalty points balances.

To perform this task, follow these steps:

1. Click Retail > Setup > POS > Operations.

2. Click New or press CTRL+N to create a record.

3. In the Operation ID field, enter 305 as the identification code for the operation.

4. To create an operation that is used to redeem loyalty points, in the Operation name field, enter Redeem loyalty points.

   –or–

   To create an operation that is used to check loyalty points balances, in the Operation name field, enter Loyalty card points balance.

5. Specify additional details. For more information, see “Set up operations” in Set up permissions and operations.

Related tasks

(RUS) View the loyalty points discount amount for a retail store transaction

(RUS) Set up the refund payment method control

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.