AR Payments can also be made using incentive points. In Subscriptions Management an incentive scheme is available to reward loyalty points to subscribers for various events or milestones. The points can be automatically generated by the system or manually maintained by the user. Subscription payments using points are not entitled to earn any points.
The customer can pay existing subscription invoices using the loyalty points. The payment type used for payments by points is defined in TMSAR/BK-PAYT. There is a default dollar value assigned to the points, which can be manually overridden as long as it does not exceed the pre-set percentage tolerance. The default dollar value and the tolerance percentage are defined in TMSSM/PT-PYMT. The points payment transaction will create a journal entry for posting to the nominated General Ledger account.
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Accounts Receivable > Entry and then double-click Debtor Cash/Journal Entry. ARE005 Cash Entry payment selection panel appears.
- Select Payment function CSH and click OK.
- Enter one of customers to receive payment and enter document type as HPT (Payment by Points).
- Enter negative payment amount for incentive point payment and click OK. SMI900 Subscription List Alpha Search – Prompt panel appears.
- Select the subscription to be paid with the points and click OK. ARE005E Payment by Points panel appears.
- Click OK. List of outstanding invoices for the selected subscription/customer account displays for payment allocation.
- Allocate the points to any of the outstanding invoice.
The available points for the customer will be reduced by the number of points used to pay the customer account.
