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LoyaltyRedemption

Updated

A loyalty redemption writes off points the customer already has. It does not earn points.

Kind Document
Module CRM
Menu CRM → Documents → Loyalty redemptions

Fields#

Field Caption Points at
ID Number number sequence
Customer Customer Customer
Points Points decimal

Customer and Points are required. ID comes from LoyaltyRedemptionSeq, which starts at 1000 and steps by 1.

This document has no table part.

Commands and states#

State Command What happens
Draft Redeem points Redeemed. LoyaltyPoints falls by Points.
Redeemed — Read-only.

Redeem points (RedeemLoyalty) is bound to Draft. Draft is the initial state. The stored captions match the names: Draft, Redeemed.

The command refuses when Points is not greater than zero, when the customer's LoyaltyPoints balance is short, or when Points is above the current LoyaltyTier limit per document. An empty ladder has no per-document limit; a ladder that the balance has not reached refuses the write-off.

Registers#

On Redeemed, LoyaltyRedemptionTx writes LoyaltyPoints: dimension Customer, resource Points negative. The register does not allow a negative balance.

This document does not award points. SalesRealization awards them on Released.

Used by#

Where next#

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