(RUS) Set up Microsoft Dynamics AX to redeem and return loyalty points [AX 2012]

Updated: April 23, 2014

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).

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

Category

Prerequisite

Version

Retail in Microsoft Dynamics AX 2012 R3 is installed.

Country/region

The primary address for the legal entity must be in the following countries/regions: Russia

Related setup tasks

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.

NoteNote

You can’t create a loyalty points discount redemption line and a tender line that have an overlapping effective period for a loyalty scheme.

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.

    NoteNote
    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.

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.

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 设置权限和操作.

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.

Category

Prerequisite

Configuration keys

No configuration key is required for this task.

Security roles and duties

To perform this task, you must be a member of a security role that includes the Maintain retail loyalty (RetailLoyaltyMaintain) duty.

Security roles and privileges

To perform this task, you must be a member of a security role that includes the following privileges:

  • Maintain retail loyalty cards (RetailLoyaltyCardsMaintain)

  • Maintain retail loyalty schemes (RetailLoyaltySchemesMaintain)


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

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