Customer loyalty/reward program in Navision 2016

Business Central/NAV Developers Forum
1

Dear Team, We want to incorporate customer loyalty and reward programs in Navision 2016 for B2B and B2C customers. Please suggest us how we can do this or suggest for a third party program that can integrate with it. with regards,

2

I have done it at a customer.

What the customer needed was a Bonus calculation of a sale where every product gave a percentage of the unitprice of an item.

Basically we had two ways of implementing it

  1. adding extra fields on Customer Ledger Entries (with the bonus amounts)

  2. Creating a Sales Bonus Table with the amounts.

I ended up doing a Sales Bonus Table because with that I avoided to many changes to the Customer Ledger Entry table. And a Item Supplemental table was created to handle the “rules” of Bonus amounts/percentages.

The bonus amounts that the customers “earned” was posted to G/L until they where used by the customer or “lost” due to age.

3

Thanks for your reply,

How we can enter financially entry before customers use it is , as this amount is a liability to the company where we should keep that amount and how we do amortization…etc

4

I added a Expiration Date on the bonus lines.

Made a Batch /Report that reversed the expired lines into G/L.

I also added two new fields in Item Posting Group with G/L Accounts for posting.

But you really need to start with a full description of how it is supposed to work, and how it is supposted to be posted into G/L. Doing the development is not difficult it is the “how is it supposed to work”-part that is difficult.

5

Thank you, I got the idea to start to work…will come back to you if any challenge.