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Creating Apply To Types for Loyalty Promotions

The Apply To field of the Promotion record specifies the type of transaction that the promotion applies to. For example, some promotions apply only to redemptions and some only to accrual transactions. This field is used only for loyalty promotions, not for tier promotions.

For information about how the user enters values in this field, see Creating a Loyalty Promotion Record.

Before configuration, the user can choose the values Accrual-Product, Loan, Redemption-Product, Cancellation, Accrual-Gift, Bonus, and Voucher. This topic gives you information about how to change the available Apply To types.

The values that users can choose in this field are specified in List of Values Administration view, in records with the Type field of LOY_PROMOTION_SUB_TYPE. The Language Independent Code in the List of Values Administration view corresponds to a DTYPE_BOOL field on the LOY Engine Transaction business component, as shown in Table 3.

The Apply To field filters transactions to see if the promotion should be evaluated for them. It evaluates the appropriate fields of the transaction as Y or N depending on whether these fields meet the appropriate conditions. For example:

• For Engine Is Accrual-Product, the Apply To field checks for Type = Accrual and Sub Type = Product.
• For Engine Is Cancellation, the Apply To field checks for Sub Type = Cancellation.

If these fields evaluate as Y, then the transaction is evaluated to see if it qualifies for the promotion. If they do not evaluate as Y, the transaction is not considered for the promotion.

More than one of these fields can evaluate as Y for a given transaction. For example, a transaction could be Accrual-Product and also Voucher. In this case, the transaction is considered for promotions of both these types.

If the promotion Apply To field has no value, then all transactions are evaluated to see if they qualify for the promotion.

You can extend the Apply To field to evaluate any fields, not only the Type and the Sub Type. For example, if the Type is Voucher, you can also evaluate the Voucher Id field.

You can change the values in the Apply To field by using the following procedure. This procedure gives you general instructions, and you should be familiar with Siebel Tools before using it. For more information about Siebel Tools, see Using Siebel Tools.

To extend the Apply To field

1. In the List of Values view of the Application Administration screen, query for records with Type = LOY_PROMOTION_SUB_TYPE.
2. Copy one of the records and change the Display Name and Language Independent Code to the desired values.
3. In Siebel Tools, go to the LOY Engine Transaction Business Component and add a field with the following properties:
   • Name = Language Independent Code (LIC) of the newly created record.
   • Calculated = TRUE
   • Type = DTYPE_BOOL
   • Calculated Value = desired expression

     NOTE:  There is no need to force-activate the field. The engine will do it automatically.