Home > Accounts > Screen Shots/Explanations > Bulk Account Adjustments
This function can be used to make account adjustments across many accounts at once.
Figure: Example Bulk Account Adjustments Screen
The parameters for the function are as follows:
Location |
The system will look for specific locations within this location. For each of these locations, the system will determine the account location (as per the Accounts tab in Locations). It will process the accounts for each of these account locations. So if you specify ALL, this would find all the stores within ALL. For each of these stores, it will look up the account location. This provides a list of unique account location codes which can be processed. |
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Terms |
The trading terms of the accounts to be processed. |
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Adjustment Code |
This is the adjustment code to be used for the adjustment. |
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Transaction Location |
The specific location that will be recorded on the adjustment. If you were doing a set of transactions from head office for each store, you would specify the head office location code. |
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Adjustment Type |
This determines the type of adjustment the system will perform.
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Amount |
If you select Specific Amount as the Adjustment Type, this is the value of the adjustment. Whether the amount is treated as a debit or a credit will depend on the Adjustment Code selected. |
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Expiry Date/Expiry Time |
If the Adjustment Type is Clear Expired, you need to enter the expiry date to compare the transaction to. Any transactions with an expiry date less than or equal this date/time will be expired. |
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Reward Voucher |
If the Adjustment Type is Reward Voucher and as part of a loyalty system, as a member earns points, you can automatically redeem the points for vouchers. The member can then use these vouchers to pay for a sale. For example, you may redeem every 200 points for a $10 voucher.
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Export to Mail Merge File |
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You can also run this function as an EOD job as follows:
MerchantEOD.exe ACCOUNTADJ ledger location termcode adjustcode translocation adjtype amount expirydate expirytime
ledger |
The account ledger code, for example MEMPTS |
adjtype |
Adjustment type 1=Charge/Fee, 2=Clear Balance, 3= Clear Expired |
amount |
The amount for the charge/fee. This should be number with no currency symbol or thousand separator. If adjtype <> 1 then set as 0 |
expirydate |
Date of expiry as YYYY/MM/DD. If you are running from Process Jobs this can be a parameter like $TODAY. |
expirytime |
Time of expiry in 24 hour time (HH:NN). leave as 00:00 for midnight |
Example:
MerchantEOD.exe ACCOUNTADJ MEMPTS ALL M EXPIRED SHOP1 3 0 2009/12/20 06:00
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