Loyalty cards (form)

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Retail > Inquiries > Loyalty cards

Use this form to view inquiries about loyalty cards and the transactions that are linked to loyalty cards.

Note

The information in this topic applies only to versions of Microsoft Dynamics AX 2012 prior to AX 2012 R3. For information about setting up loyalty cards in AX 2012 R3, see Set up loyalty cards in AX 2012 R3.

Task that uses this form

View loyalty cards

The following tables provide descriptions for the controls in this form.

Tabs (upper pane)

Tab

Description

Overview

View a list of loyalty cards.

General

View information about the loyalty card that is selected on the Overview tab.

Tabs (lower pane)

Tab

Description

Overview

View a list of loyalty transactions that are associated with the loyalty card that is selected in the upper pane.

General

View information about the loyalty transaction that is selected on the Overview tab.

Buttons

Button

Description

Inquiries

Open the Loyalty customer form.

Fields

Field

Description

Loyalty card number

The unique identifier of the loyalty card.

Scheme ID

The loyalty scheme that is assigned to the loyalty card.

Loyalty customer

The linked customer account to which the loyalty card is issued.

Point status

The number of points that remain on the card, or the net balance.

Issued points

The total number of points that have been issued for the card.

Used points

The total number of points that have been used for the card.

Expired points

The points that were still unused on the expiration date.

Transaction number

The unique identifier of the loyalty transaction.

Store number

The number of the store where the loyalty transaction occurred.

Register number

The number of the point of sale (POS) register where the loyalty transaction occurred.

Staff

The cashier who conducted the loyalty transaction.

Loyalty points

The loyalty points that are being awarded or used.

Issue date

The date of the transaction on which the loyalty points were issued or used.

Issue time

The time of the transaction on which the loyalty points were issued or used.

Expiration date

The date that any unused loyalty points expire.

Statement number

The number of the statement on which the loyalty transaction appeared.

Statement code

The code that represents the loyalty transaction that appears on the statement.

See also

Set up loyalty payment methods

Configure stores to accept loyalty cards

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).