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Managing Partner Fees and Point Balances

Because of an agreement with the partner, a host company can charge a partner fees for various transactions and services for a given loyalty program. Fees can include either a currency or points. Fees that have been wrongfully applied can also be refunded. Fees applied in points are refunded as a credit to the partner's point balance.

The host company can use the Loyalty Partner Portal to adjust a partner's point balance by debiting or crediting points to any active point blocks.

Adjusting a Partner's Point Balance

A partner's point balance is credited at the time points are purchased and debited when members accrue points with the partner. Numerous blocks of points having different expiration dates and sales prices are created at the time of credit. When members accrue points, these point blocks are debited based on a pricing rule, with the earliest expiration dates debited first. These point blocks require adjustment if there are errors in crediting or debiting point balances.

Debiting a Partner's Point Balance

The following procedure describes how to debit a partner's point balance.

To debit a partner's point balance

1. Navigate to the Partners screen, Partner List view.
2. In the Partners list, identify the partner company whose point balance you want to adjust.
3. Click the Partner Name field's hyperlink.
4. Click the Partner Transactions tab.
5. On the Partner Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Transaction Date	Enter the date of the transaction.
   Program Name	Enter the name of the program.
   Type	Select Adjustment from the drop down menu.
   DR/CR	Select Debit.
   Points	Enter the amount of points to be debited from the point block. NOTE:  Points entered as fees cannot exceed the points available in the selected point block.
   Point Block	Enter the Point Block.
   Description	Enter a description of the transaction.

NOTE:  Once an adjustment transaction has been saved, it cannot be edited or deleted.

Crediting a Partner's Point Balance

The following procedure describes how to credit a partner's point balance.

To credit a partner's point balance

1. Navigate to the Partners screen, Partner List view.
2. In the Partners list, identify the partner company whose point balance that you want to adjust.
3. Click the Partner Name field's hyperlink.
4. Click the Partner Transactions tab.
5. On the Partner Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Transaction Date	Enter the date of the transaction.
   Program Name	Enter the name of the program.
   Type	Select Adjustment from the drop down menu.
   DR/CR	Select Credit.
   Points	Enter the amount of points to be credited from the point block. NOTE:  Points entered as fees cannot exceed the points available in the selected point block.
   Point Block	Enter the Point Block.
   Description	Enter a description of the transaction.

NOTE:  Once an adjustment transaction has been saved, it cannot be edited or deleted.

Charging Partner Fees in Points

Because of an agreement between the partner and the host company, the host company can charge the partner fees, either in points or currency, for delayed or erroneous transactions.

Fees charged in points are recorded in the partner's point balance while fees charged in currency are subject to payment processing.

To charge partner fees in points

1. Navigate to the Partners screen, Partner List view.
2. In the Partners list, identify the partner company whose point balance that you want to adjust.
3. Click the Partner Name field's hyperlink.
4. Click the Partner Transactions tab.
5. On the Loyalty Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Transaction Date	Enter the date of the transaction.
   Program Name	Enter the name of the program.
   Type	Select Fee from the drop down menu.
   DR/CR	Select Debit.
   Points	Enter the amount of points to be debited from the point block. NOTE:  Points entered as fees cannot exceed the points available in the selected point block.
   Point Block	Enter the Point Block.
   Description	Enter a description of the transaction.

NOTE:  Once an adjustment transaction has been saved, it cannot be edited or deleted.

Charging Partner Fees in Currency

Charging fees in currency is handled outside of Siebel Loyalty. To charge fees in a currency, you must create an order in Siebel Order Management. A list of fee transactions can be generated using Oracle Business Intelligence and sent as an attachment along with the order. For more information, see Siebel Order Management Guide.

Refunding Partner Fees in Points

A host company can refund point fees that might have been wrongly applied to a partner.

To refund partner fees in points

1. Navigate to the Partners screen, Partner List view.
2. In the Partners list, identify the partner company whose points you want to refund.
3. Click the Partner Name field's hyperlink.
4. Click the Partner Transactions tab.
5. On the Partner Transactions list, select the fee transaction that you want to refund.
6. Enter the Reason code and then click Refund.

NOTE:  Once a refund transaction has been saved, it cannot be edited or deleted.