Currency Configuration

A point currency is the unit members collect. GadgetSphere runs one, GSPTS. Every treatment that awards points names a currency (a price-book Point treatment, a commission scheme’s Pts Currency, an OCR job’s price book, a manual adjustment), every balance is per currency, and the POS member panel shows the balance per currency.

Where to do this

Membership Admin → PTS CCY Module → + — see Classes, labels, currencies and Fields: Membership Point Currency Code, Name, Conversion Rate, the point-to-point cross-over flag, Status. The money value of a point is a separate record — see Conversion Rates.

Decide before you create a currency

• One or several. A second currency is a second balance, a second rate and a second set of treatments to maintain. Create one only when a campaign must be spent separately from the main balance — and remember the screen that converts between currencies is not reachable from the menu (see Conversion Rates).
• The code is what everything else refers to. The Upload Member Point Transaction CSV, the commission treatment and the price book pick the currency by code or GUID; pick a code you will not want to rename.
• Status. An inactive currency is still referred to by existing lines; set it inactive only after the balances in it are zero.

When it goes wrong