Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > About Adding Marketing Information to Loyalty Promotions >

Adding Purchase Requests to Loyalty Promotions

You can add purchase requests for expected or incurred expenses to a promotion.

To add purchase requests to a loyalty promotion

  1. Navigate to the Loyalty Promotions Administration screen.
  2. In the Promotions list, find the promotion to which you want to add purchase requests and click the hyperlink in its Promotion # field.
  3. If the promotion form's Active check box is selected, click Modify.
  4. Click the Purchase Requests view tab.
  5. Add one or more new records to the list, and complete the necessary fields in each record.
  6. If you want to add information such as line items, payments, and approvals, do the following:
    1. Click the hyperlink in the Purchase Request # field to display the purchase request in the Service Order form.
    2. Click the appropriate view tab below the Service Order form and add a record to the list.

For detailed information about how to complete a purchase request (which your Siebel application handles as an order), see Siebel Order Management Guide.

Siebel Loyalty Administration Guide