Siebel Loyalty Administration Guide > Using Siebel Loyalty with Partners > Setting Up Loyalty Terms for Precalculated Accruals >

Setting Up Precalculated Accruals


Precalculated accrual lets you set up a limit on the points that a partner can send in a single transaction in a defined time period. For example, points that can be credited directly to the member's account, without further validation by the host organization. Loyalty terms validation skip flag enables you to prevent further validation.

You must specify a date range and point limit for each point type that can be precalculated.

To set up precalculated accruals

  1. Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Partners tab.
  2. Click the row for the partner you want to work with, then click the Precalculated Accrual tab.
  3. For each point type you want to add, click New, then complete the necessary fields. Some fields are described in the following table.
    Field
    Description

    Point Type

    From the picklist, select the member point type, then click Pick.

    Start Date and End Date

    Choose the range of dates when transactions can be processed.

    Single Transaction Limit

    Enter the maximum number of points that can be processed in a single transaction.

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