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Entering Loyalty Members' Transactions

Members can telephone member service representatives or salespeople to perform transactions. There are two types of transactions:

• Accrual Transactions. The member performs some activity that earns points. Some examples are flying between specified cities, staying in a hotel, spending money on a purchase, or selling products.
• Redemption Transactions. The member redeems points for a reward. Some examples of rewards are a product, a service, and an upgrade.

Some transactions may require manager approval. If so, the member service representative selects Submitted in the Status field. Then the manager can approve it using the Transaction Approval view of the Transactions screen.

Some transactions may also be rejected automatically. For example, a redemption transaction will be rejected if the member does not have enough points for this redemption. The member service representative can view the rejection in the Status field.

The member can also perform some of these transactions in other ways. For example, the member might earn points by purchasing a product from a retailer or redeeming points using eLoyalty. These transactions will also be listed in the Transactions view of the Loyalty Members screen, so member service representatives can use this view to look at a complete list of member transactions.

NOTE:  As an alternative to the Members screen, transactions can also be entered in the Transactions screen.

To enter a transaction

1. Navigate to the Loyalty Members screen.
2. In the Members list, click the Member # field of the member.
3. Click the Transactions view tab.
4. Add a new record to the Transactions list, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Created Date	Displays the date when the transaction occurred. This is used as the date when the customer earns the points.
   Type	Select whether the transaction is an Accrual or Redemption.
   Sub Type	Select the Subtype for the transaction. For accrual transactions, the subtypes are Action Based Bonus, Cancellation, Gift, Loan, and Product. For redemption transactions, the subtypes are Cancellation, Loan Payment, or Product.
   Status	Select the status of the transaction from these options: In-Process. Default status when a transaction is first created manually. Submitted. The MSR selects this value if manager approval is required for this transaction. Cancelled. The MSR can click the Cancel button to set the value of the status to Cancelled. This status is used to recall a transaction that it has been submitted for approval. After submitting a transaction, the MSR cannot change it without recalling it. Rejected - Manager. The manger selects this value to approve the transaction. Approved. The MSR or manager selects this value to approve the transaction. Acceptable. The user can select Acceptable to process the transaction in real time by clicking the Process button. The engine will not process transactions with this status; the user must click the Process button. Queued. The user can select Queued so the engine will process the transaction. A MSR may do this immediately after creating a transaction or after a transaction is approved. In addition, transactions that are imported in bulk are usually given this status. The field may also display the following values, generated by the application: Rejected - Engine: Insufficient Points. The application sets the field to this value if the member does not have enough points for the redemption transaction. Rejected - Engine: Missing Member Data. The application sets the field to this value if required data about the member is missing.
   Product Name	If the subtype is product, select the name of the product.
   Base Points	Displays the number of base points one would receive or use for getting a product if there were no promotion. All calculations for the promotion are based on this value.
   Point Name	Select the point type. For more information about point types, see Creating Point Types for Loyalty Programs.
   Qualifying Points	Displays whether these points are qualifying points.
   Submit To	Displays the user ID of the person who must approve the transaction. Defaults to the MSR's manager. The MSR can choose a different value to submit this transaction to someone else for approval.
   Voucher #	If this is a redemption of a voucher, enter the voucher number.
   Voucher Type	If this is a redemption of a voucher, enter the voucher type.
   Voucher Qty	If this is a redemption of a voucher, enter the quantity of vouchers redeemed.

5. You can view more information about this transaction by scrolling down to look at the Accrual Items list, if this is an accrual transaction, or to look at the Redemption Items list, if this was a redemption transaction. Both these lists are read-only.