Siebel Loyalty Administration Guide > Using Siebel Loyalty with Partners >

Sending Accrual Disputes to Partners for Review


The host company can enter accrual disputes, as described in Entering Accrual Disputes.

Whether or not all accrual disputes are sent to the partner for review depends on the loyalty terms you set up for that partner.

If all accrual disputes are sent to the partner for review, then the partner can receive the dispute for review in two ways:

  • Through the Partner Portal. When the partner reviews transactions in the Transactions Approval view of the Transactions screen of the Partner Portal, disputed transactions have the status of partner pending. The partner can select the status Acceptable or Rejected.
  • Through an XML File. The host company can schedule the LOY EAI Export Transactions workflow to run in the background, and this workflow exports transactions in Partner Pending Status in to eaitransactions.xml, which is sent to Partners for review. Partners modify this xml file by setting the Status of transactions to Acceptable or Partner - Rejected, and they sent it back to the host company. The host company imports these transactions back into the system.

To send all accrual disputes to a partner for review

  1. Navigate to the Partners screen, Loyalty Terms view for the partner company.
  2. Select the program, and complete the necessary fields, as described in the following table.
    Field
    Description

    Validate Dispute

    Select this check box.

    Submit To

    Select the partner reviewer who must approve disputed accruals.

Siebel Loyalty Administration Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.