Do Not Update Points in Modify Case
YouTube: How to Prevent Loyalty Point Updates When Modifying Sales Bills?
How to Prevent Loyalty Point Updates When Modifying Sales Bills?
In this tutorial, we will learn how to prevent loyalty points from being recalculated or updated when a Sales Bill is modified in Logic ERP.
Objective of This Feature
Prevent loyalty points from being recalculated after bill modification.
Preserve the loyalty points originally awarded for a bill.
Maintain consistency in customer loyalty balances.
Prevent unintended changes to previously earned points.
Access to the Set Customer Points Configuration
Go to the Set Customer Points Configuration module.
Locate the option:
"Do Not Update Points in Modify Case"
When enabled, this option prevents the system from recalculating loyalty points when an already saved bill is modified.
Observe the Default Behavior
Let's first observe the functionality when the option is disabled.
For this demonstration, the loyalty point settings have already been configured as follows:
₹100 spent = 1 Loyalty Point
1 Loyalty Point = ₹1
Now, navigate to the Sales Bill module.
Create a Loyalty Customer and Sales Bill
Create a new Loyalty Customer.
Generate a Sales Bill for the customer.
Enter the required items and save the bill.
After saving the bill, create a new Sales Bill and search for the same customer to verify the loyalty points.
Result
The customer has earned 40 Loyalty Points based on the configured earning criteria.
Modify the Sales Bill
Now, open the same Sales Bill in Modify Mode.
Increase the item quantity.
This increases the overall bill value.
Save the modified bill.
Now, create another Sales Bill and search for the same customer to check the updated loyalty points.
Result
Since the Do Not Update Points in Modify Case option is disabled, the system recalculates the loyalty points.
The customer's loyalty points increase from 40 to 80 points.
Now, let's observe the behavior after enabling the feature.
Now, return to the Set Customer Points Configuration module.
Enable: "Do Not Update Points in Modify Case"
Save the configuration.
Create a New Sales Bill
Create a new Loyalty Customer.
Generate a Sales Bill.
Save the bill.
Create another Sales Bill and search for the same customer.
Result
The customer has earned 40 Loyalty Points based on the configured earning criteria.
Modify the Sales Bill
Now, open the same Sales Bill in Modify Mode.
Increase the item quantity.
Save the modified bill.
Search for the same customer again to verify the loyalty points.
Result
Although the Sales Bill has been modified, the customer's loyalty points remain unchanged at 40 points.
The system does not recalculate or update the points awarded for the original bill.
Key Benefits
Prevents unintended loyalty point changes.
Maintains accurate customer point balances.
Protects previously awarded loyalty points.
Provides better control over loyalty program calculations.
Ensures consistent point management after bill modifications.
Final Outcome
Once "Do Not Update Points in Modify Case" is enabled, Logic ERP preserves the loyalty points originally awarded for a Sales Bill. Even if the bill value or quantity is modified later, the customer's previously earned loyalty points remain unchanged.
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