Main Menu > Loyalty Program > Customer Loyalty Points Statement (Rolling)

Parameter Name

Description

Accounting Period

The accounting period to create loyalty points statements for or click to search.

Starting Customer

Ending Customer

Parameters to restrict the Customers you wish to create loyalty points statements for.

# Top Customers

Users can opt to only create loyalty points statements for a specified number of top customers

Rep Code

Market Code

Users can opt to only create loyalty points statements for a specific rep code.

Users can opt to only create loyalty points statements for a specific market code.

Destination (A/P/S/D)

Auto Destination - The loyalty points statement will print/send as per the Document Destination set-up for Loyalty Points Statement for the Customer.

Printer - The loyalty points statement will print.

Screen (PDF) - The loyalty points statement will be displayed on the screen in PDF format.

File Copy Only (PDF) - The loyalty points statement will be saved as a PDF file copy only.

Attachment File

Users can attach a file by clicking to search which will be sent out with the loyalty points statements using the selected parameters.