Code to deduct values between field

klinspatrick

Hi All,

My company would like to roll out customer loyalty program...a part of tasks will be make use our current Nav 5.0 (with LS-Retail POS 5.0) to accumulate customer's purchase amount ($1 = 1 points). Currently we are using this already as my predecessor had written some Reports to accumulate the transactions and to holding the points and change them to VIP or Premember (with 6 months $5000 purchase can be VIP rule).

My new request will now be how to make Nav to deduct points and make it much dynamic (to switch the points exchange mechanism to whatever $1 = x points). As am very working in Nav with my low-end experiences, not a programmer, but I am thinking to make an additional field to hold the points to be deducting (based on customer's how many points they want to deduct) in the Customer table, since my predecessor had created and we are using a field called "Points" to represent the points that customer has.

I tried to add additional fields in Customer table and try to make some code in that new field ( i just on validate and on lookup) but don't know how... etc below requirements. Or you could advise a better method using codeunit?

If customer."to deduct points" <> 0 Then, customer."points" deduct "to deduct points" value.

then I have to ask the cashier to update a customer form and this will trigger to input the "to deduct point" value to perform the above.

I know this solution is very manual as I cannot figure out the way to make use of LS-Retail POS Loyalty scheme function, cos we don't have maintenance with vendors for a long time.

Thank you!

Patrick

RaniShoura

It had been a while since I used this function "A previous job",

Considering you are using standard LS functions:

points are supposed to be declared as a tender type, this depends also on how you are replicating your data to POS ........ after it is defined as tender type, and there use to be setup for that. your users will be able to process points the same they do cash/CC.....

From reading your post again, my advise is to call your LS partner

klinspatrick

Hi RaniShoura,

I'm keeping monitoring and waiting anybody to reply my post for these 2 days, when I see you reply, I'm so happy!!!

For contacting any partner for understand\setup LS-Retail part, it is a historical matter for the company!!! My thinking is same as you that we should use the standard \ current LS-Retail function to achieve this requirement. But from the company that they don't want to approach any vendor again...(I'm so hopeless as LS-Retail is proprietary product). And tried to googled anything and just a manual as attached P.9 , and I cannot figure out how to setup those subject called Loyalty Scheme card, contact setup...etc.

There really no way for configure a report to just deduct 2 fields values in Navision?

0. User go to LS-Retail and see customer's points to see if they have enough points.
1. User use this report to input the points for that customer want to deduct.
2. Variable "to deduct points" deduct "points" (this field already had in Customer table, which my predecessor created to accumulate all the trans. payment as same as points value)

Again, it is very manual process but it reaches the goal, but no transactions history...

Thank you!
Patrick

RaniShoura

HI,

I'm sorry to hear you have a difficulty with your partner. It looks that you are not doing development work for your position. what you are asking for requires a development expertise. which I can't conclude for you over a forum post.

I won't advise your approach you are mentioning, the document you attached will take you in the right direction if you go through "Pages 9+ 28-35", you need to make sure that the info is probably replicated ...

Sorry I wan't of much help in this instance

klinspatrick

RaniShoura, Thank your for your comments and advice!