XBT600 – Points Calculation Process

This batch process can be run at the end of a show to calculate points and update information for a particular show for each exhibitor. The exhibitor in this case is the bill-to name on the show order. The points are updated in the Xbt_Customer_Point table for each show. The last show for which the points are calculated is also updated in the Xbt_Customer_Value table. If there are no existing records in either table, the process creates new records. The source of calculation of points is the XBT_Product table, which maintains points for four different sources:

·            Exhibitor points for having a booth product for the show.

·            Exhibitor points for square footage of booth space rented.

·            Exhibitor points for dollar amount for booth rentals.

·            Exhibitor points associated with a show/booth product, regardless of product type.

 

This batch process populates the Points History screen.

Parameters

Parameter

Description

Required?

Subtitle

The report subtitle as you want it to print as part of the report header.

No

Run Mode

Mode in which the report runs:

·       EDIT - will not update the database only use the parameters and query to select records for reporting

·       PROD - will update the database along with the printing a report of records selected.

Yes

Organization

The Organization ID for which you want to run the report.

Read-only

Organization Unit

The Organization Unit ID for which you want to run the report.

Read-only

Product Code

The product code of the exhibition for which the points are to be calculated.

Yes

Previous Show

The product code of the previous exhibition to determine whether or not the consecutive shows should be updated.

No

Report Data

The following table provides more information about the data provided in the XBT600 report:

Data

Description

Exhibitor

The master customer ID of the bill-to customer on the active order containing the XBT product selected in the XBT600 "Product Code" parameter.

Exhibitor Name

The name of the bill-to customer on the active order containing the XBT product selected in the XBT600 "Product Code" parameter.

Order No

The active order number and line number (if applicable) of the order containing the XBT product selected in the XBT600 "Product Code" parameter.

Product

The product name and product code on the order containing of the XBT product selected in the XBT600 "Product Code" parameter.

Points

Product

The number of points awarded for the product (if applicable). Calculation = Order line quantity (ORDER_DETAIL.Order_Qty)x Points for this product (XBT_PRODUCT.Points_This_Product). The Points for this Product is defined on the General Setup screen in Product Maintenance.

Booth

The number of points awarded for the booth (if applicable). Calculation = Order line quantity (ORDER_DETAIL.Order_Qty)x Points per booth (XBT_PRODUCT.Points_Per_Booth). The Points per Booth is defined on the Priority Points screen in Product Maintenance.

Sq. Unit

The number of points awarded for the booth's total square units (if applicable). Calculation = Points per square unit (XBT_PRODUCT.Points_Per_Sq_Unit) x booth square units (XBT_PRODUCT_BOOTH.Sq_Units). The Points per Square Unit is defined on the Priority Points screen in Product Maintenance.

Dollar

The number of points awarded for dollar amount spent on the order line. Calculation = Points per dollar (XBT_PRODUCT.Points_Per_Dollar) + line total (ORDER_DETAIL.Base_Total_Amount). The Points per Dollar is defined on the Priority Points screen in Product Maintenance.

Spl

The number of special points awarded for the show product. Special Points can be manually added on the Points History screen.

Viola

The number of violation points awarded for the show product. Violation Points can be manually added on the Points History screen.

Total

The sum of the product, booth, square unit, dollar, and special points MINUS the violation points.

Sample Report

Description: xbt600_Page_1