Loyalty programs [AX 2012]

Updated: May 13, 2015

Applies To: Microsoft Dynamics AX 2012 R3

Loyalty programs can help increase customer loyalty by rewarding customers for buying products in your retail stores. In Microsoft Dynamics AX, you can set up simple or complex loyalty programs that apply across your legal entities in any retail channel. This topic describes the components that are included in the loyalty program for Retail and provides information about the tasks that are required to configure the loyalty program for your organization.

The loyalty feature lets you specify the types of rewards that you offer your customers. You can offer additional incentives to customers who spend more in your stores and you can also set up the rules that apply to the earning and redemption of those rewards and how those rules apply to your customer’s activities. The following table lists resources that you can use to learn more about the loyalty feature.

Task

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Find out how the loyalty feature works in AX 2012 R3

Learn about the components of the loyalty feature and how the components interact with each other to support reward point transactions and tracking.

关于设置 AX 2012 R3 中的会员计划

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To offer a loyalty program to your customers and to issue and apply loyalty points to retail transactions in Microsoft Dynamics AX, you must set up the various components that the loyalty feature requires. The following tables describe the configuration tasks that must be completed in Microsoft Dynamics AX to set up the loyalty feature.

Dn804648.collapse_all(zh-cn,AX.60).gifPrerequisites

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Set up discounts

Loyalty reward offers often consist of discounts that you offer your customers. To determine which discounts you want to include in a loyalty program, you must set up the discount and then assign it to a price group. The price group is then either assigned to a loyalty program or a reward level (tier) within a loyalty program.

NoteNote
If you set up your loyalty programs to offer only loyalty points, setting up discounts and price groups for loyalty programs is optional.

设置简单折扣

关于价格调整和折扣

Set up price groups

You can use price groups to group prices and discounts and apply them to retail products. To apply special discounts to your loyalty programs, you must first add the discounts to a price group and then assign the price group to either a loyalty program or to a specific loyalty program tier.

For example, a gold loyalty tier customer might be eligible for additional discounts. To apply those discounts to gold tier customers only, you would set up a price group that includes the discounts that apply to gold tier members.

创建价格组

Set up retail channels

Retail channels are the stores in your organization. You set up your retail channels and then assign the loyalty programs to retail channels. This task identifies which stores are participating in specific loyalty programs.

设置零售商店

设置在线商店

Set up loyalty cards as a payment method

To allow customers to redeem loyalty reward points for products in your stores you must complete two tasks. First, set up a loyalty type payment method. Then, assign the loyalty payment method to the retail channels that are participating in the loyalty program. The second step identifies the loyalty card as a valid form of payment.

设置会员付款方式

设置存储付款方式

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Dn804648.collapse_all(zh-cn,AX.60).gifSet up loyalty programs

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Set up date intervals

Date intervals apply only to loyalty tiers. Date intervals specify the length of time that a customer can stay in a tier or determine the time period in which the customer must complete an activity to qualify for a tier.

设置会员项目

Set up reward points

Reward points represent the types of rewards that you offer to your loyalty customers. Reward points are referenced in loyalty tier rules and loyalty schemes.

设置会员项目

Set up a loyalty program

The loyalty program is the core of the loyalty feature. Price groups, loyalty tiers, loyalty schemes, retail channels, and loyalty cards are all associated with the loyalty program.

设置会员项目

Optional: Set up loyalty program tiers and tier rules

You use loyalty program tiers to set up levels of discounts that apply to customers who reach each tier. If you set up loyalty tiers, you must also define the rules that apply to each tier. For example, a customer must purchase 30 espresso drinks in a year to reach the gold tier.

You can also reference loyalty tiers in loyalty schemes to define separate earning and redemption rules by tier.

设置会员项目

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Dn804648.collapse_all(zh-cn,AX.60).gifSet up loyalty schemes and loyalty cards

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Set up loyalty schemes

Loyalty schemes include the earning and redemption rules that apply to your loyalty programs. You can assign multiple loyalty schemes to a single loyalty program.

设置会员计划

Set up loyalty cards

Set up loyalty cards so that your customers can participate in loyalty programs. A loyalty card can be issued anonymously, or it can be assigned to a specific customer. Link your loyalty programs to loyalty cards to identify the loyalty programs that the cardholder can participate in.

在 AX 2012 R3 中设置会员卡

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After you set up loyalty programs, you can monitor and maintain them and review the activity of your cardholders. You can continue to offer rewards to your customers based on their level of activity and you can manually adjust a customer’s loyalty rewards if necessary.

The following tables describe the tasks in Microsoft Dynamics AX that you perform to maintain the loyalty feature.

Dn804648.collapse_all(zh-cn,AX.60).gifView loyalty transactions

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View loyalty transactions for loyalty cards

View rewards transactions for a specific loyalty card. You can view all rewards activity in the loyalty programs that are assigned to the loyalty card.

查看会员奖励交易记录

View loyalty transactions for loyalty programs

View rewards transactions for a specific loyalty program. You can view all reward activity for all loyalty cards that are assigned to the loyalty program.

查看会员奖励交易记录

View loyalty transactions for retail channels

View loyalty transactions for individual retail transactions that originated in a retail brick-and-mortar store or in an online store.

查看会员奖励交易记录

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Dn804648.collapse_all(zh-cn,AX.60).gifAdjust loyalty cards

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Adjust loyalty cards

Adjust loyalty card reward points manually, transfer balances between loyalty cards, and update loyalty tiers for a specific loyalty card.

调整会员卡

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In earlier versions of Microsoft Dynamics AX, you could use the same loyalty scheme ID and loyalty card numbers to represent different loyalty programs in different legal entities in your organization. However, in AX 2012 R3, the loyalty scheme ID and card numbers must be unique. Conflicts in duplicate scheme IDs are automatically resolved during the upgrade process, but you must manually review loyalty card numbers after the upgrade and resolve any duplicates.

The following table describes the task in Microsoft Dynamics AX to upgrade the loyalty feature.

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Resolve conflicts in loyalty card numbers after upgrade

Manually resolve conflicts in loyalty card numbers. We recommend that you resolve any conflicts before you process any loyalty transactions for new or existing customers.

解决升级后会员卡编号的冲突(零售)

Upgrade to Microsoft Dynamics AX 2012

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In AX 2012 R3, the loyalty feature has been redesigned. Loyalty programs and loyalty rewards were introduced, and loyalty schemes were redesigned to work with the loyalty programs. Also, the concept of loyalty customers was deprecated. In addition, in earlier versions of Retail, the loyalty feature recognized only one loyalty scheme and one type of loyalty point.

When you upgraded from an earlier version of Retail to the current version, in earlier versions of Microsoft Dynamics AX 2012 for Retail, after the main system upgrade was complete, all Microsoft Dynamics AX for Retail POS registers had to be upgraded at the same time to maintain data connectivity. In Microsoft Dynamics AX 2012 R2, new functionality was introduced that lets an earlier version of Retail POS communicate with the current version of Retail POS.

All POS registers in a specific retail channel must use the same version of Microsoft Dynamics AX. However, by using the new upgrade functionality, loyalty transactions from registers that are still using an earlier version of Microsoft Dynamics AX can be sent to headquarters as you work to upgrade all your retail stores.

If backward compatibility mode is enabled for Microsoft Dynamics AX, the following loyalty options are not available on registers that are using an earlier version of Retail. Also, if you try to use any of these features in the Microsoft Dynamics AX client, a warning message is displayed.

  • Adding loyalty program tiers to earning rules

  • Adding the sales transaction count activity type to earning rules

  • Adding loyalty program tiers to redemption rules

  • Adding categories, products, or product variants to redemption rules

  • Adding the Payment by quantity redemption type to redemption rules

  • Using non-redeemable reward points in earning or redemption rules

  • Deleting redemption rules in a valid period

  • Associating more than one reward point ID to one loyalty scheme

  • Associating more than one loyalty scheme with one loyalty program

  • Creating program tiers for loyalty programs

  • Associating more than one loyalty program with one loyalty card

NoteNote

Follow these steps to determine whether backward compatibility mode is enabled for your system. Click System administration > Setup > Licensing > License configuration. In the License configuration form, expand the Retail node, and then expand the Retail scheduler node.

If the Retail Commerce Data Exchange backward compatibility check box is selected, backward compatibility mode is enabled.

The following table describes the task in Microsoft Dynamics AX that you perform to support earlier versions of the loyalty feature.

Task

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Upgrade your point-of-sale (POS) registers to use the AX 2012 R3 loyalty features

As you upgrade your point-of-sale registers to AX 2012 R3, POS registers that still use an earlier version of Microsoft Dynamics AX can continue to process loyalty transactions.

Scenario: Upgrade a Retail system

Support for Previous POS Versions

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

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