Field

Description/Activity

Expiry Method

Expiry Method is used to determine the criteria to calculate the date for executing the points/currency expiry process. Valid values are:

•Sliding: If user selects Sliding as Points Expiry Method, then he/she will be required to enter, number of days in field Point Expiry Days on this screen. This means points/currency expiry date will be calculated by adding number of days defined in the field (Point Expiry Days) to the transaction date for which customer was awarded points/currency.

•Fixed: If user selects Fixed as Points Expiry Method, then he/she will be required to enter, a date in the field Point Expiry Date, which will be considered as points/currency expiry date.

Customer Type

Customer Type is used to select loyalty customers for whom user wish to create this expiry rule. Valid values are,

•All: If user enters All, then the expiry process will be executed for All the loyalty customers as defined in this row.

•CustomerCode: If user enters Customer Code then, on click of the next field Customer Value system will open the customer search screen, from which user can select a customer for whom he/she wish to define this rule.

•CustomerGroup: If user enters Customer Group then, on click of the next field Customer Value system will open the customer group search screen, from which user can select a customer group for whom he/she wish to define this rule.

Customer Value

The value selected in this field depends on the value in Customer filed. The expire rule defined in this row will be executed only on the selected loyalty customers in this field in combination with other criteria defined in other fields.

•All: This field will remain blank and user will not be allowed to enter any value.

•CustomerCode: User will need to select customer code from customer search screen, which is opened on click of this field.

•CustomerGroup: User will need to select customer group from customer group search screen which is opened on click of this field.

Level

User can select Loyalty Level from Loyalty Level Search Screen which is opened on click of this field. The expiry rule refined in this row will be executed only for loyalty customers at the selected level.

Expiry Days

If user has selected Sliding as Points Expiry Method, then he/she will be required to enter, number of days in this field.

This means points/currency expiry date will be calculated by adding number of days entered in this field to the transaction date for which customer was awarded points/currency.

Expiry Date

If user selects Fixed as Points Expiry Method, then he/she will be required to enter, a date in this field.

The date entered here will be considered as points/currency expiry date.

Buttons

[OK]

This button saves the changes and closes the point’s expiry screen.

[Cancel]

This button does not save any changes and closes the point’s expiry screen.