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Entering Loyalty Members' Orders

When you enter an order for a loyalty member, the member can earn multiple types of rewards for one accrual. The member can also use multiple types of payment for one redemption.

Orders can also be used when a member uses cash to purchase a product (an accrual) or uses points to purchase a product (a redemption). An order allows you to charge the member currency amounts for the purchase price, taxes and shipping & handling.

Orders are related to transaction, because when an order is submitted, a Transaction is automatically created for each order line item that accrues or debits points. Transactions only handle point accruals and debits, they do not involve currency charges.

For detailed information about entering orders, see the chapter on creating a quote or order in Siebel Order Management Guide.

Entering a member's order

1. Navigate to the Loyalty Members screen and locate the member whose order you want to enter.
2. Click the hyperlink in the Member # field and click the Orders view tab.
3. In the Orders list, add a new record and complete the necessary fields.

   In the Type field, select Sales Order.

4. Click the hyperlink in the Order # field.
5. On the Sales Order form, select the applicable Price List.
6. Click the Line Items view tab.
7. Add a new record to the Line Items list, and complete the necessary fields. Some fields are described in the table that follows.

   Field	Comments
   Product	Select the product for which the member can earn base points and special points.
   Txn Type	Select Accrual.
   Point Type	Select the record for the type and number of points that applies to this order.

8. If this item is taxable and your system has Taxware installed, from the view-level menu, choose Calculate Tax.

   The system updates the totals to reflect the taxes charged on the item.

9. Click the Payments view tab and enter a form of payment for the order.
10. If the form of payment is a credit card, click Authorize.
11. Click Submit.

    A Transaction is automatically created for each order line item that accrues or debits points.

To verify that transactions were created

1. Navigate to the Loyalty Members screen and locate the member whose order you entered.
2. Click the hyperlink in the Member # field and click the Transactions view tab.
3. In the Transactions list, query for the Order # of the order you just processed.
4. Verify that one transaction was created for each order line item.

Entering an Order Payment in Points and Currency

When entering an order on behalf of a loyalty member, you can specify payment with a combination of points and currency. This is only available for products that are set up for multiple methods of payment. For more information, see Setting Up Products for Payment with Loyalty Points.

When you enter an order to be paid with a combination of points and money, the system uses the following formula to calculate how much money is needed to complete the transaction:

[Member's Price] = [List Price] - ([Cost Per Point] * [Points to Use])

For example, suppose a particular airline flight costs $100 and each point is worth $1 toward the flight's purchase price. A member wishes to pay 50 points toward that purchase. When you create a sales order and enter the points to use toward the purchase, the system calculates the price as $50.

For detailed information about entering orders, see the chapter on creating a quote or order in Siebel Order Management Guide.

To enter an order payment in points and money

1. Navigate to the Loyalty Members screen and locate the member whose order you want to enter.
2. Click the hyperlink in the Member # field and click the Orders view tab.
3. On the Orders screen, enter a new order.
4. In the Type field, select Sales Order.
5. Click the hyperlink in the Order # field.
6. On the Sales Order form, select the applicable Price List.
7. Click the Line Items view tab.
8. Add a new record to the Line Items list, and complete the necessary fields. Some fields are described in the table that follows.

   Field	Comments
   Product	Select a product that is set up for multiple methods of payment.
   Net Price	Displays what the product will cost in currency, after the value in the Points field is subtracted from the total price of the item.
   Txn Type	Select Redemption.
   Points	Enter a number of points that is less than the number needed to pay for the item in full.

9. From the applet menu, select Reprice All.

   In the Net Price field, the system displays the monetary price of the item minus the portion of its value that is covered by the points you entered.

10. If this item is taxable and your system has Taxware installed, from the view-level menu, choose Calculate Tax.

    The system updates the totals to reflect the taxes charged on the order.

11. Click the Payments view tab and enter a form of payment for the non-points balance.
12. If the form of payment is a credit card, click Authorize.
13. Click Submit.

To verify the multiple payment types redemption

1. Navigate to the Loyalty Members screen and locate the member whose order you entered.
2. Click the hyperlink in the Member # field and click the Transactions view tab.
3. In the Transactions list, query for the Order # of the order you just processed.

   The Redemption Items list near the bottom of the view displays a record for only the number points actually redeemed for the order.