Sage 100

Do you have a customer who has established any type of rewards program with integration to Sage 100? 

One of my customers hasn't defined exactly what their reward program could look like but they are interested in any that would integrate to Sage 100.

Some things of interest: 

• Extra margin for cumulative $ purchase ( I think Sage does this on per order but not on a qty per year/quarter)
• Accumulate points for the customer to spend on a catalog of gifts
• Assign the customer automatically to a higher pricing level depending on amount spent.

They have not defined exactly how they want the rewards to look - rather they are asking first if there's a pre-written solution anyone is using ( happily ) and if so they'd look at that and perhaps mold their rewards to the program.

Has anyone tackled something similar? I know this can probably also be done with a bunch of VI but they prefer to first find some type of off-the-shelf solutioin.

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Wayne Schulz - Schulz Consulting - 860-516-8990
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I saw this demoed as a coupon program script once. I'll dig it out of the archive and send it to you.

---------------------------------
Moira Goggin
Chismet Consulting Corp.
Long Beach CA
---------------------------------

The way-back-machine didn't find what I was looking for but I recall writing a script for a customer that would provide discounts based on criteria and the criteria needed to be user managed. 

I set up a UDT by customer type and had 3 or 4 "options" for each customer type, each being a type of discount.  This table then served as the 'lookup' reference for the script that kicked off in Sales Order Entry, I think we also had expiration dates too, to keep a record of past discounts and allow for the users to enter future discounts.

The script had multiple choices that could be applied to invoke a discount - total spend, no-rush order based on promise date, new customer order over X dollars, etc.  Depending on the criteria match, the script would lookup in the UDT and it would provide the discount rate and apply it to the totals screen.

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Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------

Original Message:
Sent: 04-30-2019 14:35
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

I saw this demoed as a coupon program script once. I'll dig it out of the archive and send it to you.

---------------------------------
Moira Goggin
Chismet Consulting Corp.
Long Beach CA
---------------------------------

Thanks! 
Their needs are not well defined so I'm a little hesitant to jump in too far.
They were initially hoping they'd find an off-the-shelf package for inspiration/ideas

I think Steve Malgrem may have also demoed something like this years ago.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------

Original Message:
Sent: 05-01-2019 15:57
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

The way-back-machine didn't find what I was looking for but I recall writing a script for a customer that would provide discounts based on criteria and the criteria needed to be user managed.

I set up a UDT by customer type and had 3 or 4 "options" for each customer type, each being a type of discount.  This table then served as the 'lookup' reference for the script that kicked off in Sales Order Entry, I think we also had expiration dates too, to keep a record of past discounts and allow for the users to enter future discounts.

The script had multiple choices that could be applied to invoke a discount - total spend, no-rush order based on promise date, new customer order over X dollars, etc.  Depending on the criteria match, the script would lookup in the UDT and it would provide the discount rate and apply it to the totals screen.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------


Original Message:
Sent: 04-30-2019 14:35
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

I saw this demoed as a coupon program script once. I'll dig it out of the archive and send it to you.

---------------------------------
Moira Goggin
Chismet Consulting Corp.
Long Beach CA

Moira,
Were you thinking about Steve Malmgren's presentation with the coupon code? He did a demo with 4.4 showing Customizer Enhancements.

------------------------------
Todd Martin - President
MBA Business Software (https://www.mbabsi.com)
------------------------------

Original Message:
Sent: 05-01-2019 15:57
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

The way-back-machine didn't find what I was looking for but I recall writing a script for a customer that would provide discounts based on criteria and the criteria needed to be user managed.

I set up a UDT by customer type and had 3 or 4 "options" for each customer type, each being a type of discount.  This table then served as the 'lookup' reference for the script that kicked off in Sales Order Entry, I think we also had expiration dates too, to keep a record of past discounts and allow for the users to enter future discounts.

The script had multiple choices that could be applied to invoke a discount - total spend, no-rush order based on promise date, new customer order over X dollars, etc.  Depending on the criteria match, the script would lookup in the UDT and it would provide the discount rate and apply it to the totals screen.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------


Original Message:
Sent: 04-30-2019 14:35
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

I saw this demoed as a coupon program script once. I'll dig it out of the archive and send it to you.

---------------------------------
Moira Goggin
Chismet Consulting Corp.
Long Beach CA

@Todd Martin better memory than me  - yes that is what I recalling!​​

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------

Original Message:
Sent: 05-02-2019 08:46
From: Todd Martin
Subject: Rewards Program Integration to Sage 100

Moira,
Were you thinking about Steve Malmgren's presentation with the coupon code? He did a demo with 4.4 showing Customizer Enhancements.

------------------------------
Todd Martin - President
MBA Business Software (https://www.mbabsi.com)
------------------------------


Original Message:
Sent: 05-01-2019 15:57
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

The way-back-machine didn't find what I was looking for but I recall writing a script for a customer that would provide discounts based on criteria and the criteria needed to be user managed.

I set up a UDT by customer type and had 3 or 4 "options" for each customer type, each being a type of discount.  This table then served as the 'lookup' reference for the script that kicked off in Sales Order Entry, I think we also had expiration dates too, to keep a record of past discounts and allow for the users to enter future discounts.

The script had multiple choices that could be applied to invoke a discount - total spend, no-rush order based on promise date, new customer order over X dollars, etc.  Depending on the criteria match, the script would lookup in the UDT and it would provide the discount rate and apply it to the totals screen.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.


Original Message:
Sent: 04-30-2019 14:35
From: Moira Goggin
Subject: Rewards Program Integration to Sage 100

I saw this demoed as a coupon program script once. I'll dig it out of the archive and send it to you.

---------------------------------
Moira Goggin
Chismet Consulting Corp.
Long Beach CA