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Maintain loyalty programs in AX 2012 R3

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

After you set up loyalty programs, you can monitor and maintain them and review the activity of your card holders in those programs. By monitoring your loyalty programs, you can continue to offer and enhance promotions or offers that customers are taking advantage of and discontinue programs that customers are not using. You can also manually adjust loyalty cards to accommodate or reward your customers in the following ways:

  • Manually adjust the rewards that your customer’s are receiving

  • Change the loyalty programs that customers are participating in

  • Update customers’ loyalty tier levels

  • Transfer rewards balances from one loyalty card to another

The topics in this section provide information about how to view and maintain loyalty programs in AX 2012 R3.

View loyalty rewards transactions

Adjust loyalty cards

Loyalty program business process component forms

The following table lists the forms that support the loyalty program business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms in the following table are available only if information has been entered in other forms in the program.

Business process component task

Form name

Usage

View loyalty transactions for loyalty cards

Loyalty card

Set up loyalty cards and view the Retail transactions in the loyalty subledger for a loyalty card.

 

 

 

View loyalty transactions for loyalty programs

Loyalty programs

Set up loyalty programs and view the Retail transactions in the loyalty subledger for loyalty cards that are assigned to the loyalty program.

 

 

 

View retail transactions that include loyalty data

Online store transactions

Retail store transactions

View the loyalty-specific details for retail transactions that are recorded in the retail store or the online store.

 

 

 

Adjust retail cards

Loyalty card

Adjust reward points, loyalty tiers, or loyalty programs for a loyalty card holder. You can also transfer balances from one loyalty card to another.

See also

About setting up loyalty programs in AX 2012 R3