(True Value Rewards users only)
Provided that the field "Receive Cust Updates" is set to Y in Function TVC, True Value Rewards (TVR) customer accounts are updated on your system automatically. Depending on whether an account in the update file already exists on your system or not, the account is either added to your system or updated on your system. Account updates occur during the calls your system makes to Epicor's computer to transmit your loyalty sales. The following explains how TVR accounts are added or updated, and how you can review a report that lists the added/changed accounts.
If an account number in the update file doesn't exist in your system, the account is added to your system using the next cash customer logic assigned in Function TVC. New accounts are loaded with a sort name preceded with the letters ZZ, to segregate them from regular charge accounts so as to avoid confusion during account lookups at POS. A utility called TVRSRT is available that can remove the ZZ's if you don't want them, or add the ZZ's to existing TVR accounts that you set up without the ZZ prefix.
If an account number in the update file already exists on your system, the existing cash account is updated with the new information.
Whenever your system receives cash customer information from Epicor's computer, an exception report called "TVRU" is automatically sent to the spooler (Spooled Report Maintenance). You can review this report, which lists the customers that have been added or updated in your system.
Once you set option 1044 "Enhanced TVR Loyalty on System" to Yes (once True Value announces that enhanced TVR loyalty is available), bi-directional updates of customer data will occur. This is a two-way update to keep customer data in sync.