Customer Engagement Loyalty Integration

Customer Engagement Loyalty Integration allows you to register customers in the Oracle Retail Customer Engagement loyalty program. Once a customer is registered in the loyalty program, you can retrieve the customer’s loyalty points and awards balances, accrue points from completed purchases, and redeem awards as a pro-rated merchandise discount on an order.

About loyalty programs: Loyalty programs define the rules used for tracking the purchases of customers belonging to store loyalty programs, usually through a system of points. The loyalty points can then be redeemed for discounts of a fixed amount (though the points alone have no intrinsic value). The discounts can be distributed through the mail as paper coupons, or made available to customers as an award coupon created by the award program associated with the customer’s loyalty card.

The Oracle Retail Customer Engagement Loyalty integration retrieves a customer’s loyalty information from Oracle Retail Customer Engagement at specific points in Order Management System so users can view a customer’s loyalty card information, current loyalty points, and current award coupons. Communication with Oracle Retail Customer Engagement uses the Oracle Retail Customer Engagement API Interface; the loyalty information is not stored in Order Management System. Certain activities in Order Management System update the customer’s loyalty account information in Oracle Retail Customer Engagement:

• the Customer Loyalty Registration Window allows you to ask a customer to join the loyalty program; when a customer joins, Oracle Retail Customer Engagement generates a card for the customer and creates the customer’s loyalty account.

• the Issue Loyalty Points Window allows you to issue points to the customer’s loyalty account; Oracle Retail Customer Engagement increases the points in the customer’s loyalty program.

• the Issue Loyalty Coupon Window allows you to issue an award coupon to the customer’s loyalty account; Oracle Retail Customer Engagement creates the award coupon in the customer’s awards program.

• during order entry (interactive and using the generic order interface), you can apply an award amount to an order. When you accept the order, Oracle Retail Customer Engagement subtracts the award amount from the customer’s awards program.

• the Oracle Retail Customer Engagement Sales Feed sends sales and return information to Oracle Retail Customer Engagement in the Customer Engagement Post POSlog Transaction Message; Oracle Retail Customer Engagement increases or decreases the loyalty points from the customer’s loyalty program based on the program rules defined for the customer’s loyalty card in Oracle Retail Customer Engagement.

Note: Other applications, such as XStore and the web storefront, communicate with Oracle Retail Customer Engagement to retrieve and update loyalty account information for the customer. This section explains the Oracle Retail Customer Engagement Loyalty integration between Oracle Retail Customer Engagement and Order Management System only.

In this chapter:

Customer Engagement Loyalty Integration Setup

Setup in Order Management System for the Customer Engagement Loyalty Integration

Setup in Oracle Retail Customer Engagement for the Customer Engagement Loyalty Integration

Registering a Customer in the Customer Engagement Loyalty Program

Reviewing Customer Engagement Loyalty Account Information

Applying Points to a Customer’s Loyalty Card

Applying Coupons to a Customer’s Loyalty Card

Accruing Loyalty Points during Order Processing

Applying and Redeeming Customer Engagement Awards during Order Processing

Oracle Retail Customer Engagement APIs used in the Loyalty Integration

For more information: See:

Customer Engagement Customer Integration for more information on interactively communicating with Oracle Retail Customer Engagement to keep customer information in Order Management System in sync with Oracle Retail Customer Engagement when Oracle Retail Customer Engagement is the system of record for customer information.

Customer Engagement Batch Customer and Sales Integration for more information on sending merchandise hierarchy, item, customer, sales and return information from Order Management System to Oracle Retail Customer Engagement using a batch process. This section also includes Customer Engagement Integration Setup (Sales and Customer).

Customer Engagement Purchase History Integration for more information on reviewing a customer’s purchase history from Oracle Retail Customer Engagement on the Display Purchase History Screen in Order Management System.

Customer Engagement Customer Wish List Integration for more information on how to review and modify a customer’s wish list from Oracle Retail Customer Engagement using the Display Wish List Screen in Order Management System.

• The Oracle Retail Customer Engagement Implementation Guide (Installer Version) for more information on the procedures and instructions required to install and configure the Oracle Retail Customer Engagement application and database.

• The Oracle Retail Customer Engagement Configuration Guide for more information on configuration settings for Oracle Retail Customer Engagement that are defined using the Conflate tool.

• The Oracle Retail Customer Engagement Batch Processing and Web Services Guide for more information on the Oracle Retail Customer Engagement API interface.

• The Oracle Retail Customer Engagement Database Dictionary for more information on the tables in the Oracle Retail Customer Engagement database.

• The Oracle Retail Customer Engagement User Guide for more information on using the Oracle Retail Customer Engagement application.

Customer Engagement Loyalty Integration Setup

Before you can use the Oracle Retail Customer Engagement Loyalty Integration, you must complete the required setup.

Required versions: To use the Loyalty Integration with Oracle Retail Customer Engagement, you must be on these versions:

• Order Management System version 4.5 or higher.

• Oracle Retail Customer Engagement version 10.5 or higher.

In addition:

• the Customer Engagement Customer Integration and Customer Engagement Purchase History Integration uses version 2.3 of the Customer Services API.

• generating a new loyalty card and assigning it to a customer uses version 3.1 of the Stored Value Card Transaction Services API. Note: In order for transactions to process correctly, the Franchisee feature must be disabled in Oracle Retail Customer Engagement.

• retrieving loyalty and award summary information for all accounts attached to a specified loyalty card uses version 2.1 of the Card Services API.

• issuing loyalty points to a specified loyalty card and retrieving all of the loyalty points account activity for a specified loyalty account uses version 1.2 of the Loyalty Account Services API.

• issuing an award coupon to a specified loyalty card, retrieving all of the award account activity for a specified loyalty account, and automatically redeeming an award coupon for a specified amount uses version 1.2 of the Award Account Services API.

Setup is required in both Order Management System and Oracle Retail Customer Engagement.

Setup in Order Management System for the Customer Engagement Loyalty Integration

Setup in Oracle Retail Customer Engagement for the Customer Engagement Loyalty Integration

For more information: See Customer Engagement Integration Setup (Sales and Customer) for more information on the setup required to use the Oracle Retail Customer Engagement Item Feed, Oracle Retail Customer Engagement Sales Feed, and Customer Engagement Customer Integration.

Setup in Order Management System for the Customer Engagement Loyalty Integration

System Control Values for the Customer Engagement Loyalty Integration

Secured Feature for the Customer Engagement Loyalty Integration

Web Service Authentication for Customer Engagement

Oracle Retail Customer Engagement Property Settings

Menu Options Related to the Oracle Retail Customer Engagement Loyalty Integration

System Control Values for the Customer Engagement Loyalty Integration

System Control Value

Description

Prorate Dollar Discounts and Coupons (D90)

Select this system control value to automatically display the Enter Loyalty Award Discount Window when you select the Reprice option in order entry.

Use the ORCE Integration Values (L52) umbrella screen to set the following values:

ORCE Organization Descriptor (L50)

Use this field to identify the Oracle Retail Customer Engagement organization that maps to your Order Management System company.

Default Location for ORCE Integration (K69)

Use this field to define the Oracle Retail Customer Engagement location to associate with the Oracle Retail Customer Engagement loyalty program.

Use ORCE Loyalty (M06)

Select this system control value if you want to use the Oracle Retail Customer Engagement Loyalty integration.

Important: If you select this system control value:

• The ORCE Customer Integration (L37) system control value must be set to INTERACT, indicating you communicate with Oracle Retail Customer Engagement interactively.

• You must define a card prefix in the ORCE Loyalty Card Prefix (M08) system control value.

• You must define a card series sequence number in the ORCE Loyalty Card Series Sequence Number (M09) system control value.

Prompt to Join Loyalty (M07)

Select this system control value if you want the system to automatically display the Customer Loyalty Registration Window during order entry and Work with Customers when the sold to customer is not already registered in the Loyalty program.

Note: If you select this system control value, the ORCE Customer Integration (L37) system control value must be set to INTERACT, indicating you communicate with Oracle Retail Customer Engagement interactively.

ORCE Loyalty Card Prefix (M08)

Defines the 5 digit prefix assigned to the Card Definition in Oracle Retail Customer Engagement that is used to assign new loyalty cards to sold to customers that join the loyalty program.

Note: This setting must match the setting in Oracle Retail Customer Engagement; for example, if the card prefix in Oracle Retail Customer Engagement is 00905, you must enter 00905 in this system control value.

ORCE Loyalty Card Series Sequence Number (M09)

Defines the 2 digit card series number assigned to the Card Definition in Oracle Retail Customer Engagement that is used to assign new loyalty cards to sold to customers that join the loyalty program.

Note: This setting must match the setting in Oracle Retail Customer Engagement; for example, if the card series sequence number in Oracle Retail Customer Engagement is 02, you must enter 02 in this system control value.

ORCE Loyalty Registration Notification Email Program (M10)

Defines the program used to generate a Loyalty Registration Notification email when a sold to customer joins the loyalty program and is assigned a loyalty card in Oracle Retail Customer Engagement.

LoyRegNotf is the base program that generates the Loyalty Registration Notification email in HTML format. In this situation, the XML Only flag for the Loyalty Registration Notification email template must be unselected.

Secured Feature for the Customer Engagement Loyalty Integration

Secured Feature

Description

ORCE Issue Awards/Points (J07)

This feature controls whether the Issue Points and Issue Awards options display on the Display Loyalty Account Screen.

Allow (default) = The Issue Points and Issue Awards options display on the Display Loyalty Account Screen.

Exclude = The Issue Points and Issue Awards options do not display on the Display Loyalty Account Screen.

Web Service Authentication for Customer Engagement

If the web services used to process inbound messages to Oracle Retail Customer Engagement require web service authentication, you must provide a valid web service authentication user and password in Working with Web Service Authentication (WWSA). In this situation, when Oracle Retail Order Management System generates a message to send to Oracle Retail Customer Engagement it includes the web service authentication user and password in the HTTP header of the message. See Web Service Authentication Process for Oracle Retail Customer Engagement for more information.

Oracle Retail Customer Engagement Property Settings

Working with Customer Properties (PROP) contains settings required for integration with Oracle Retail Customer Engagement.

Setting

Description

Example Setting

ORCE_CUSTOMER_SERVICE_PREFIX

The system uses this property to build the URL for communication with Oracle Retail Customer Engagement using the Customer Servics API.

https://server:8447/ where:

server = the name of your Oracle Retail Customer Engagement server

8447 = the port to use on the Oracle Retail Customer Engagement server

ORCE_CUSTOMER_SERVICE_SUFFIX

The system uses this property, along with the ORCE_CUSTOMER_SERVICE_PREFIX, to build the URL for communication with Oracle Retail Customer Engagement using the Customer Services API.

/OrceWebServices/v2_3/CustomerServicesApiService?wsdl where 2_3 is the version of the Customer Services API

ORCE_SVC_SERVICE_SUFFIX

The system uses this property, along with the ORCE_CUSTOMER_SERVICE_PREFIX, to build the URL for communication with Oracle Retail Customer Engagement using the Stored Value Card Transaction Services API.

/OrceWebServices/v3_1/SvcTransactionServicesApiService?wsdl where 3_1 is the version of the Stored Value Card Transaction Services API

ORCE_CARD_SERVICE_SUFFIX

The system uses this property, along with the ORCE_CUSTOMER_SERVICE_PREFIX, to build the URL for communication with Oracle Retail Customer Engagement using the Card Services API.

/OrceWebServices/v2_1/CardServicesApiService?wsdl where 2_1 is the version of the Card Services API

ORCE_LOYALTY_SERVICE_SUFFIX

The system uses this property, along with the ORCE_CUSTOMER_SERVICE_PREFIX, to build the URL for communication with Oracle Retail Customer Engagement using the Loyalty Account Services API.

/OrceWebServices/v1_2/LoyaltyAccountServicesApiService?wsdl where 1_2 is the version of the Loyalty Account Services API

ORCE_LOYALTY_AWARD_SERVICE_SUFFIX

The system uses this property, along with the ORCE_CUSTOMER_SERVICE_PREFIX, to build the URL for communication with Oracle Retail Customer Engagement using the Award Account Services API.

/OrceWebServices/v1_2/AwardAccountServicesApiService?wsdl where 1_2 is the version of the Award Account Services API

ORCE_LOYALTY_PROMPT_ATTRIBUTE

Defines the corresponding Oracle Retail Customer Engagement custom attribute to identify whether Order Management System should automatically display the Customer Loyalty Registration Window for a customer that is not already assigned to a loyalty card.

See Oracle Retail Customer Engagement PROMPT_TO_JOIN_LOYALTY Attribute Definition for setup instructions.

PROMPT_TO_JOIN_LOYALTY

ORCE_SECURITY_ USER_ID

The Oracle Retail Customer Engagement user ID with Security Group permission included in the Oracle Retail Customer Engagement API messages.

Must be a valid user ID in Oracle Retail Customer Engagement that has Security Group permission

ORCE_LOYALTY_REG_MESSAGE

The text to display on the Customer Loyalty Registration Window, up to 55 positions.

Does the customer want to join the loyalty program?

Menu Options Related to the Oracle Retail Customer Engagement Loyalty Integration

Menu Option

Description

Working with E-Mail Notification Templates (WEMT)

Define default text to include in Oracle Retail Customer Engagement Loyalty Registration Notifications.

Establishing Order Hold Reason Codes (WOHR)

Create the RL (Oracle Retail Customer Engagement Communication Failure) order hold reason code.

Setup in Oracle Retail Customer Engagement for the Customer Engagement Loyalty Integration

Order Management System Company > Oracle Retail Customer Engagement Organization

Oracle Retail Customer Engagement PROMPT_TO_JOIN_LOYALTY Attribute Definition

Card Definition

- Card Series Distribution for Card Definition

- Generate and Activate Cards for Card Definition

- Programs for Card Definition

Order Management System Company > Oracle Retail Customer Engagement Organization

An organization in Oracle Retail Customer Engagement corresponds to a company in Order Management System. You associate a Oracle Retail Customer Engagement organization with a Order Management System company through the ORCE Organization Descriptor (L50) system control value.

Use Conflate to define configuration settings for the Oracle Retail Customer Engagement organization that integrates with Order Management System. See the Oracle Retail Customer Engagement Configuration Guide for more information on how to define configuration settings for Oracle Retail Customer Engagement using the Conflate tool.

Configuration Settings Required for the Loyalty Integration with Oracle Retail Customer Engagement

Select Edit Configs in Conflate to define these settings for the organization that integrates with Order Management System.

Organization Descriptor

The organization descriptor must match the setting in the ORCE Organization Descriptor (L50) system control value.

This setting identifies the Oracle Retail Customer Engagement organization that maps to your Order Management System company.

Default Location ID

Enter a default location ID of up to 12 positions.

Account Activity Lookup Limit

Enter the maximum number of account activity records that can be returned when making any type of account activity lookup request to the Oracle Retail Customer Engagement Services server. The default value is 400.

If the number of loyalty account transactions returned to Order Management System exceeds this setting, Order Management System does not display any activity on the Display Loyalty Account History Screen and instead displays an error message: Max results value defined in ORCE has been exceeded.

Card Number Length

Controls the number of digits in a card number. Must be between 10 and 16.

Process Loyalty Returns

Select Yes to process returns to a loyalty account.

Note: Whenever you makes changes to an organization’s configuration settings, you must stop Customer Engagement, deploy the configuration settings to Customer Engagement, and restart Customer Engagement. See:

Shut Down Services in the Add New Organization section of the Customer Engagement Implementation Guide (Installer Version) for more information on how to stop Customer Engagement.

• the Customer Engagement Configuration Guide for more information on deploying configuration settings to Customer Engagement.

Restart Services in the Add New Organization section of the Customer Engagement Implementation Guide (Installer Version) for more information on how to restart Customer Engagement.

Oracle Retail Customer Engagement PROMPT_TO_JOIN_LOYALTY Attribute Definition

In Oracle Retail Customer Engagement, use the Attribute Definition screen to create an attribute definition that identifies whether Order Management System should automatically display the Customer Loyalty Registration Window for a customer that is not already assigned to a loyalty card.

Note: The attribute you create must match the entry for the ORCE_LOYALTY_PROMPT_ATTRIBUTE setting in the Oracle Retail Customer Engagement Property Settings.

See the Attribute Definition section of the Oracle Retail Customer Engagement User Guide for detailed instructions.

Required settings: When creating the attribute definition, define the fields as follows:

Field

Description

Intended Use

Select Customer.

Attribute Name

Enter the value defined for the ORCE_LOYALTY_PROMPT_ATTRIBUTE setting in the Oracle Retail Customer Engagement Property Settings, such as PROMPT_TO_JOIN_LOYALTY.

Unique

Leave this check box unselected.

Description

Enter a description for the attribute definition.

Example: TRUE if the system should prompt this customer to join a loyalty program.

Data Type

Select Character.

Card Definition

Create a card definition in Oracle Retail Customer Engagement to use when assigning new loyalty cards to customers that join the loyalty program.

When creating the card definition:

• the 5 digit card prefix you define must also be entered in the Order Management System ORCE Loyalty Card Prefix (M08) system control value.

• the 2 digit sequence number you define must also be entered in the Order Management System ORCE Loyalty Card Series Sequence Number (M09) system control value.

• make sure you assign the Oracle Retail Customer Engagement organization that integrates with Order Management System to the card definition.

For more information: See Card Definitions in the Oracle Retail Customer Engagement User Guide for instructions on creating and updating a card definition in Oracle Retail Customer Engagement.

Card Series Distribution for Card Definition

Create a card series distribution for the card definition you created. The card series distribution contains one or more batches of cards to be generated and then distributed to customers.

For more information: See Card Series Distribution under Card Definitions in the Oracle Retail Customer Engagement User Guide for instructions on creating and updating a card series distribution in Oracle Retail Customer Engagement.

Generate and Activate Cards for Card Definition

Generate and activate a set of cards within the card definition.

For more information: See Generate Cards and Activate Cards under Card Definitions in the Oracle Retail Customer Engagement User Guide for instructions on generating and activating a set of cards within a card definition.

Programs for Card Definition

Create the following programs for the card definition you created:

Loyalty program: The loyalty program defines the rules used to track the purchases of customers belonging to the program through a system of points that can then be redeemed for discounts on an order. Example: Create a rule to earn 1 point for each purchase dollar.

Award program: The award program defines the coupons, or e-wards, that are distributed to the customers belonging to the program. These awards are typically distributed as part of promotions such as birthday or anniversary awards, or they can be made available to customers who have accumulated a certain number of points as part of the loyalty program. Example: Create a rule to issue a $25.00 award coupon each time the customer spends $100.00.

For more information: See Programs in the Oracle Retail Customer Engagement User Guide for more information on creating and updating programs for a card definition in Oracle Retail Customer Engagement.

Registering a Customer in the Customer Engagement Loyalty Program

The system registers a sold to customer in the Oracle Retail Customer Engagement loyalty program when you select Yes on the Customer Loyalty Registration Window.

When you select to register the customer in the Oracle Retail Customer Engagement loyalty program:

1. Order Management System sends a Customer Engagement Loyalty Generate Card Request to Oracle Retail Customer Engagement.

2. Oracle Retail Customer Engagement uses the information in the Loyalty Generate Card Request to associate and activate a new loyalty card for the customer.

3. Oracle Retail Customer Engagement returns the Customer Engagement Loyalty Generate Card Response to Order Management System, containing the customer’s loyalty card number.

4. Order Management System:

- generates a Oracle Retail Customer Engagement Loyalty Registration Notifications email to send to the customer. This email contains the loyalty card number assigned to the customer; see Oracle Retail Customer Engagement Loyalty Registration Notifications for the setup required to generate the notice and see Oracle Retail Customer Engagement Loyalty Registration Notification Sample and Contents for a sample email.

- creates a record in the Customer Note table indicating a Oracle Retail Customer Engagement Loyalty Registration Notice has been sent to the customer: Loyalty Reg Notice to sflye@EXAMPLE.com. You can review customer notes on the Edit Customer Notes Screen. The note is written even if the system generates the Outbound Email XML Message (CWEmailOut) rather than an actual email, or if the email cannot be relayed if, for example, there is a problem with the destination email address.

5. Order Management System sends a Oracle Retail Customer Engagement Update Customer Request to:

- update the ORCE_LOYALTY_PROMPT_ATTRIBUTE setting for the customer to FALSE so that Order Management System will not prompt the customer again to join the Loyalty program.

- update the customer’s birth month and day if it was entered on the Customer Loyalty Registration Window.

6. Oracle Retail Customer Engagement returns the Update Customer Response indicating whether the update was successful.

7. If you advanced to the Customer Loyalty Registration window from the Customer Selection Screen:

- Order Management System sends a Customer Engagement Loyalty Card Request to Oracle Retail Customer Engagement, requesting the details of the loyalty card.

- Oracle Retail Customer Engagement returns the details of the loyalty card in the Customer Engagement Loyalty Card Response.

- Order Management System uses the information in the Loyalty Card Response to display the loyalty card number and its associated points and awards on the Customer Selection screen.

Communication failure:

• If you select Yes on the Customer Loyalty Registration window and a connection could not be made to Oracle Retail Customer Engagement, the system displays an error message similar to the following: No response from ORCE-card not generated.

• If the value in the ORCE Loyalty Card Prefix (M08) or ORCE Loyalty Card Series Sequence Number (M09) system control value is not valid in Oracle Retail Customer Engagement, the system displays an error message similar to the following: No response from ORCE-card not generated.

Customer Loyalty Registration Window

Use this window to ask a sold to customer to join the Oracle Retail Customer Engagement loyalty program.

How to display this screen: This window is available when the Use ORCE Loyalty (M06) system control value is selected, the ORCE Customer Integration (L37) system control value is set to INTERACT, and you:

• Select Loyalty from the Action drop-down menu on the Customer Scan Screen in Work with Customers (WCST) or Order Entry (OEOM).

• Select Loyalty on the Customer Selection Screen after selecting a sold to customer.

• Select Loyalty Account on the Display More Options Screen.

• Select Loyalty Account on the More Customer Sold To Options Screen.

• Select Loyalty on the Third Streamlined Order Inquiry Screen (Order Summary) in Streamlined Order Inquiry (DORI).

When you select the Loyalty option, the system retrieves the sold to customer’s information from Oracle Retail Customer Engagement. If Oracle Retail Customer Engagement does not find a loyalty card for the customer, the system advances you to the Customer Loyalty Registration Window, where you can select to enroll the customer in the Oracle Retail Customer Engagement Loyalty program.

Note:

• If Oracle Retail Customer Engagement finds a loyalty card assigned to the customer, the system advances you to the Display Loyalty Account Screen. If Oracle Retail Customer Engagement finds more than one loyalty card assigned to the customer, the loyalty account information for the first card displays on the screen.

• If a Relate ID is not defined for the customer in the Customer Sold To table, the system displays an error message similar to the following: This customer does not have a Relate ID. Note: If a Relate ID is not defined for the sold to customer, the Loyalty option does not display on the Third Streamlined Order Inquiry Screen (Order Summary) in Streamlined Order Inquiry (DORI).

• If a connection could not be made to Oracle Retail Customer Engagement, the system displays an error message similar to the following: Unable to connect to ORCE.

When this window displays automatically: If the Prompt to Join Loyalty (M07) system control value is selected, this window displays automatically when you:

• Select a sold to customer on the CTI Customer Selection Screen if Oracle Retail Customer Engagement does not find a loyalty card for the customer and the customer’s ORCE_LOYALTY_PROMPT_ATTRIBUTE setting in Oracle Retail Customer Engagement is TRUE or blank.

• Change a sold to customer in Creating and Updating Sold-to Customers (WCST) if Oracle Retail Customer Engagement does not find a loyalty card for the customer and the customer’s ORCE_LOYALTY_PROMPT_ATTRIBUTE setting in Oracle Retail Customer Engagement is TRUE or blank.

• Create a sold to customer in Creating and Updating Sold-to Customers (WCST) or Order Entry (OEOM) after the customer is created in Oracle Retail Customer Engagement.

- In Work with Customers, this window automatically displays after the final Accept to create the customer.

- In Order Entry, this window automatically displays after the system validates the customer information and source code on the order and you click Accept.

• Create an order in Order Entry (OEOM) if you do not use the CTI Customer Selection Screen and Oracle Retail Customer Engagement does not find a loyalty card for the customer and the customer’s ORCE_LOYALTY_PROMPT_ATTRIBUTE setting in Oracle Retail Customer Engagement is TRUE or blank. This window automatically displays after the system validates the customer information and source code on the order and you click Accept.

Field

Description

Loyalty Registration Message

(unlabeled field above customer)

The text defined for the ORCE_LOYALTY_REG_MESSAGE setting in Working with Customer Properties (PROP).

Customer

The number, company name, last name, and first name of the sold to customer being asked to join the Oracle Retail Customer Engagement loyalty program.

Birth month/day

The sold to customer’s birth month and birth day.

Valid birth months are: Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec. Enter 000 if you do not wish to define a birth month.

Valid birth days are 1-31. The system validates the birth day against the selected birth month.

Note: If you enter a birth month and day on this window, regardless of whether the customer joins the Oracle Retail Customer Engagement loyalty program or not, the system updates the birth month and day in the Customer Sold To table. The birth year does not display on the screen; however, it defaults to 1900 in the Customer Sold To table unless it has been updated through the Customer Engagement Customer Integration.

Birth Month: Numeric, 2 positions (01-12 in table); required if you define a birth day.

Birth Day: Numeric, 2 positions; required if you define a birth month.

Birth Year (in table only): Numeric, 4 positions; optional.

Screen Option

Procedure

Register the customer in the Oracle Retail Customer Engagement loyalty program

Select Yes. See Registering a Customer in the Customer Engagement Loyalty Program.

Do not register the customer in the Oracle Retail Customer Engagement loyalty program, but ask the customer again at a later time

Select Not Now.

Do not register the customer in the Oracle Retail Customer Engagement loyalty program and do not ask the customer again

Select Never. The system sends an Add or Update Customer Request to Oracle Retail Customer Engagement to update the ORCE_LOYALTY_PROMPT_ATTRIBUTE setting in Oracle Retail Customer Engagement to FALSE.

Reviewing Customer Engagement Loyalty Account Information

Use the following screens to review loyalty account information for a customer that is registered in the Oracle Retail Customer Engagement Loyalty program:

Display Loyalty Account Screen: allows you to review the current points accrued and the awards available to the customer.

Display Loyalty Account History Screen: allows you to review the points activity and award activity associated with the customer’s loyalty card.

Customer Selection Screen: allows you to review the loyalty card number, current earned points, and current awards balance assigned to the customer’s loyalty account.

Important: If the customer is assigned to more than one loyalty card in Oracle Retail Customer Engagement, Order Management System displays loyalty card information for the first card returned from Oracle Retail Customer Engagement.

You can also review the loyalty account information in Oracle Retail Customer Engagement; see Reviewing the Customer’s Loyalty Card in Oracle Retail Customer Engagement.

Display Loyalty Account Screen

Use this screen to review the current points accrued and the awards available for the loyalty program and award program associated with the customer’s loyalty card.

When you advance to the Display Loyalty Account screen:

1. Order Management System sends a Get Customer Request to Oracle Retail Customer Engagement containing the customer’s Relate ID from the Customer Sold To table.

2. Oracle Retail Customer Engagement uses the Relate ID in the Get Customer Request to find the customer and returns the Get Customer Response containing the customer’s information, including the customer’s cards.

3. Order Management System sends a Customer Engagement Loyalty Card Request to Oracle Retail Customer Engagement containing the customer’s card number.

4. Oracle Retail Customer Engagement uses the customer’s card number in the Loyalty Card Request to retrieve the loyalty points and awards for the loyalty program and award program associated with the customer’s loyalty card.

5. Oracle Retail Customer Engagement returns the Customer Engagement Loyalty Card Response to Order Management System, containing the customer’s loyalty account information.

6. Order Management System displays the loyalty account information returned from Oracle Retail Customer Engagement on the Display Loyalty Account screen.

How to display this screen: This screen is available when the Use ORCE Loyalty (M06) system control value is selected and you:

• Select Loyalty from the Action drop-down menu on the Customer Scan Screen in Work with Customers (WCST) or Order Entry (OEOM).

• Select Loyalty on the Customer Selection Screen after selecting a sold to customer.

• Select Loyalty Account on the Display More Options Screen.

• Select Loyalty Account on the More Customer Sold To Options Screen.

• Select Loyalty on the Third Streamlined Order Inquiry Screen (Order Summary) in Streamlined Order Inquiry (DORI).

When you select the Loyalty option, the system retrieves the sold to customer’s information from Oracle Retail Customer Engagement. If Oracle Retail Customer Engagement finds a loyalty card assigned to the customer, the system advances you to the Display Loyalty Account Screen. If Oracle Retail Customer Engagement finds more than one loyalty card assigned to the customer, the loyalty account information for the first card returned displays on the screen.

Note:

• If Oracle Retail Customer Engagement does not find a loyalty card for the customer, the system advances you to the Customer Loyalty Registration Window, where you can select to enroll the customer in the Oracle Retail Customer Engagement Loyalty program.

• If a Relate ID is not defined for the customer in the Customer Sold To table, the system displays an error message similar to the following: This customer does not have a Relate ID. Note: If a Relate ID is not defined for the sold to customer, the Loyalty option does not display on the Third Streamlined Order Inquiry Screen (Order Summary) in Streamlined Order Inquiry (DORI).

• If a connection could not be made to Oracle Retail Customer Engagement, the system displays an error message similar to the following: Unable to connect to ORCE.

Column sort: You can sort on the Coupon ID, Coupon Amount, and Expiration Date columns on this screen by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

The information that displays on this screen is from Oracle Retail Customer Engagement and is not stored in Order Management System.

Field

Description

Customer #

The number, company name, last name, and first name of the sold to customer registered in the Oracle Retail Customer Engagement Loyalty program.

Customer number: Numeric, 9 positions; display-only.

Customer name: Alphanumeric, 40 positions; display-only.

Loyalty Card #

The loyalty card number assigned to the customer in Oracle Retail Customer Engagement. The points and awards associated with this card display on the screen.

From cardNumber in the Customer Engagement Loyalty Card Response.

Loyalty Points

The loyalty points for the loyalty program associated with the customer’s loyalty card.

Only loyalty points from Oracle Retail Customer Engagement display on this screen; escrow and bonus points from Oracle Retail Customer Engagement do not display.

Current Points

The total current earned points balance for the customer loyalty account.

From EARNED points value in the Customer Engagement Loyalty Card Response.

Points Earned This Year

The total earned points balance for the current year for the customer’s loyalty account.

From YTD points value in the Customer Engagement Loyalty Card Response.

Total Points Earned

The total lifetime earned points balance for the customer’s loyalty account.

From LTD points value in the Customer Engagement Loyalty Card Response.

Program Level

A description of the current level of the loyalty program to which the customer’s loyalty account is assigned.

From loyaltyProgramLevel value in the Customer Engagement Loyalty Card Response.

Current Awards

Coupon ID

The ID number for the coupon created or redeemed by the award activity.

From coupon id in the Customer Engagement Loyalty Card Response.

Amount

The amount of the coupon applied to the customer’s award account by the activity.

From coupon amount in the Customer Engagement Loyalty Card Response.

Expiration Date

The date when the coupon expires.

No Expiration displays if an expiration date is not defined for the coupon.

From coupon ExpirationDate in the Customer Engagement Loyalty Card Response.

Screen Option

Procedure

Review loyalty account history

Select Loyalty History to advance to the Display Loyalty Account History Screen.

Issue points

Select Issue Points to advance to the Issue Loyalty Points Window.

Note: This option is available only if you have authority to the ORCE Issue Awards/Points (J07) secured feature.

Issue awards

Select Issue Awards to advance to the Issue Loyalty Coupon Window.

Note: This option is available only if you have authority to the ORCE Issue Awards/Points (J07) secured feature.

Display Loyalty Account History Screen

Use this screen to review points activity and award activity for the loyalty program and award program associated with the customer’s loyalty card.

When you advance to the Display Loyalty Account History screen:

1. Order Management System sends a Oracle Retail Customer Engagement Get Customer Request to Oracle Retail Customer Engagement containing the customer’s Relate ID from the Customer Sold To table.

2. Oracle Retail Customer Engagement uses the Relate ID in the Get Customer Request to find the customer.

3. Oracle Retail Customer Engagement returns the Oracle Retail Customer Engagement Get Customer Response to Order Management System, containing the customer’s information, along with the customer’s loyalty card information.

4. Order Management System sends a Customer Engagement Loyalty Card Request to Oracle Retail Customer Engagement containing the customer’s card number.

5. Oracle Retail Customer Engagement uses the customer’s card number in the Loyalty Card Request to retrieve the loyalty account and award account associated with the customer’s loyalty card.

6. Oracle Retail Customer Engagement returns the Customer Engagement Loyalty Card Response to Order Management System, containing the customer’s loyalty account and award account information.

7. Order Management System sends a Customer Engagement Loyalty Account History Request and Customer Engagement Award Account History Request to Oracle Retail Customer Engagement.

8. Oracle Retail Customer Engagement uses the information in the Loyalty Account History Request and Award Account History Request to retrieve the customer’s loyalty account and award account activity.

9. Oracle Retail Customer Engagement returns the Customer Engagement Loyalty Account History Response and Customer Engagement Award Account History Response to Order Management System, containing the customer’s loyalty account and award account activity.

10. Order Management System displays the loyalty account and award account activity returned from Oracle Retail Customer Engagement on the Display Loyalty Account History screen.

Note:

• If Oracle Retail Customer Engagement finds more than one loyalty card assigned to the customer, the loyalty account information for the first card returned displays on the screen.

• Order Management System does not display Inquiry type transactions on the screen.

• If the number of loyalty account transactions returned exceeds the Account Activity Lookup Limit setting in Oracle Retail Customer Engagement, the system does not display any activity on the Display Loyalty Account History screen and instead displays an error message: Max results value defined in ORCE has been exceeded.

How to display this screen: Select Loyalty History on the Display Loyalty Account Screen.

Column sort: You can sort on the Coupon ID, Coupon Amount, and Expiration Date columns on this screen by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.

The information that displays on this screen in from Oracle Retail Customer Engagement. Activity transactions display in descending activity date sequence.

Field

Description

Customer #

The number, company name, last name, and first name of the sold to customer registered in the Oracle Retail Customer Engagement Loyalty program.

Customer number: Numeric, 9 positions; display-only.

Customer name: Alphanumeric, 40 positions; display-only.

Loyalty Card #

The loyalty card number assigned to the customer in Oracle Retail Customer Engagement. The points and awards associated with this card display on the screen.

From cardNumber in the Customer Engagement Loyalty Card Response.

Loyalty Account History

Activity Date

The date and time when the loyalty points or award coupon activity occurred.

Note: The time for loyalty points activity always displays as 12:00:00.

Loyalty account: From businessDate in the Customer Engagement Loyalty Account History Response.

Award account: From activityDateTime in the Customer Engagement Award Account History Response.

Activity

The type of activity that occurred against the card.

Points Activity

• Issue Points

• Return Points

• Issue Award

• Void Points

• Activated

• Deactivated

• Points Recovery

• Earn Points

• Expire Points

• Points Balance Transfer

• Change Level

• Account Merge

• Change Earn Date

• Sustain Extension

Awards Activity

• Account Merge

• Activate

• Automatic Redeem

• Deactivate

• Issue Birthday Coupon

• Issue Coupon

• Issue Signup Coupon

• Notify Coupon Expire

• Redeem

• Reset Expiration Date

• Void Award

Loyalty account: From transactionType in the Customer Engagement Loyalty Account History Response.

Award account: From transactionType in the Customer Engagement Award Account History Response.

Award Effect

The effect of the awards activity. 0.00 displays if the transaction did not have a positive or negative effect on the awards amount or Oracle Retail Customer Engagement returns 0 or no value for the awards activity.

Positive Awards Activity

A positive amount displays if the awards activity increased the awards amount on the loyalty card.

• Activate

• Issue Birthday Coupon

• Issue Coupon

• Issue Signup Coupon

Negative Awards Activity Automatic Redeem

A negative amount displays if the awards activity decreased the awards amount on the loyalty card.

• Deactivate

• Notify Coupon Expire

• Redeem

• Void Award

No Effect (Positive or Negative) Awards Activity

• Account Merge

• Reset Expiration Date

Note: This field is blank for loyalty account activity.

From activityAmount in the Customer Engagement Award Account History Response.

Point Effect

The effect of the points activity. 0.00 displays if the transaction did not have a positive or negative effect on the number of points or Oracle Retail Customer Engagement returns 0 or no value for the points activity.

Activities that Add Points to the Loyalty Card

• Issue Points

• Activated

• Deactivated (frozen balance)

• Points Recovery

• Earn Points

• Points Balance Transfer

Activities that Subtract Points from the Loyalty Card

• Return Points

• Issue Award

• Void Points

• Expire Points

• Change Level

Activities that have No Effect on Loyalty Points

• Account Merge

• Change Earn Date

• Sustain Extension

Note: This field is blank for award account activity.

From numPoints in the Customer Engagement Loyalty Account History Response.

Pending

Yes displays if the points are pending being issued; otherwise this field is blank.

Note: This field is blank for award account activity.

From pendingFlag in the Customer Engagement Loyalty Account History Response.

Location ID

The location ID associated with the transaction.

Loyalty account: From locationId in the Customer Engagement Loyalty Account History Response.

Award account: From locationId in the Customer Engagement Award Account History Response.

Activity ID

The activity transaction ID assigned to the transaction in Oracle Retail Customer Engagement. You can use this value as a reference for voiding a transaction in Oracle Retail Customer Engagement or when writing a customer or order note.

Loyalty account: From accountActivityId in the Customer Engagement Loyalty Account History Response.

Award account: From awardTranId in the Customer Engagement Award Account History Response.

Reviewing the Customer’s Loyalty Card in Oracle Retail Customer Engagement

Use the following screens in Oracle Retail Customer Engagement to review the loyalty card assigned to the customer.

Customer Dashboard: The Card / Accounts section of the Customer Dashboard displays the card number generated for the customer and information about the loyalty program and award program associated with the customer’s card.

Card / Account Administration Screen: The Card / Account Association screen displays information about the card assigned to the customer.

• Selecting the Award account on the Card / Account Association screen displays basic information and activity for the award program associated with the card. You can click on a transaction to display additional information about the activity.

• Selecting the Loyalty account on the Card / Account Association screen displays basic information and activity for the loyalty program associated with the card. You can click on a transaction to display additional information about the activity.

Applying Points to a Customer’s Loyalty Card

Use the Issue Loyalty Points window to issue points to the loyalty program assigned to the customer’s card.

Issue Loyalty Points Window

How to display this screen: Select Issue Points on the Display Loyalty Account Screen. You must have authority to the ORCE Issue Awards/Points (J07) secured feature to advance to this window.

Field

Description

Loyalty Card #

The loyalty card number assigned to the customer in Oracle Retail Customer Engagement to which you wish to issue points.

This is the card number that displays on the Display Loyalty Account Screen.

Display-only.

Points Amount

The number of points to issue. Updates the earned points balance for the customer’s loyalty account in Oracle Retail Customer Engagement.

Numeric, 7 positions with a 2-place decimal; Required.

Comments

An informational field to describe the points being issued.

Alphanumeric, 1000 positions; Required.

To issue points:

1. Enter a Points Amount and Comments.

2. Click OK.

When you click OK:

1. Order Management System generates a Customer Engagement Issue Points Request to Oracle Retail Customer Engagement containing the loyalty card information and the loyalty points to issue.

2. Oracle Retail Customer Engagement receives the request and adds the loyalty points to the customer’s loyalty account.

3. Oracle Retail Customer Engagement generates a Customer Engagement Issue Points Response to Order Management System.

4. Order Management System generates a Customer Engagement Loyalty Card Request containing the customer’s card number.

5. Oracle Retail Customer Engagement receives the Loyalty Card Request and returns a Customer Engagement Loyalty Card Response containing information on the customer’s card, current points balances and current award coupons.

6. Order Management System returns you to the Display Loyalty Account Screen. The Current Points, Points Earned This Year, and Total Points Earned fields will include the new points issued.

Note: If a connection could not be made to Oracle Retail Customer Engagement, the system displays an error message: Unable to connect to ORCE.

Reviewing the issue points transaction in Oracle Retail Customer Engagement: You can review the issue points transaction in Oracle Retail Customer Engagement by selecting the Loyalty account on the Card / Account Association screen; activity for the loyalty program associated with the card displays at the bottom of the screen.

Click on the issue points transaction to advance to the Activity Detail window where you can review the details of the transaction.

Applying Coupons to a Customer’s Loyalty Card

Use the Issue Loyalty Coupon window to issue an award coupon to the award program assigned to the customer’s card.

Issue Loyalty Coupon Window

How to display this screen: Select Issue Awards on the Display Loyalty Account Screen. You must have authority to the ORCE Issue Awards/Points (J07) secured feature to advance to this window.

Field

Description

Loyalty Card #

The loyalty card number assigned to the customer in Oracle Retail Customer Engagement.

This is the card number that displays on the Display Loyalty Account Screen.

Display-only.

Award Amount

The amount to assign to the award coupon. Updates the award balance for the customer’s award account in Oracle Retail Customer Engagement.

Numeric, 7 positions with a 2-place decimal; Required.

Expiration Date

The date when the award coupon expires. The expiration date you enter must be greater than the current date.

If you do not define an expiration date, the award coupon uses the award program rules defined in Oracle Retail Customer Engagement.

Optional.

Comments

An informational field to describe the award coupon being issued.

Alphanumeric, 1000 positions; Required.

To issue an award coupon:

1. Enter an Award Amount and Comments.

2. Optionally, enter an Expiration Date.

3. Click OK.

When you click OK:

1. Order Management System generates a Customer Engagement Issue Coupon Request to Oracle Retail Customer Engagement containing the loyalty card information and the award coupon amount to issue.

2. Oracle Retail Customer Engagement receives the request and adds the award coupon for the specified amount to the customer’s award account.

3. Oracle Retail Customer Engagement generates a Customer Engagement Issue Coupon Response to Order Management System.

4. Order Management System generates a Customer Engagement Loyalty Card Request containing the customer’s card number.

5. Oracle Retail Customer Engagement receives the Loyalty Card Request and returns a Customer Engagement Loyalty Card Response containing information on the customer’s card, current points balances and current award coupons.

6. Order Management System returns you to the Display Loyalty Account Screen. The Current Awards section of the screen will include the new award coupon issued.

Note: If a connection could not be made to Oracle Retail Customer Engagement, the system displays an error message: Unable to connect to ORCE.

Reviewing the issue coupon transaction in Oracle Retail Customer Engagement: You can review the issue coupon transaction in Oracle Retail Customer Engagement by selecting the Award account on the Card / Account Association screen; activity for the award program associated with the card displays at the bottom of the screen.

Click on the issue coupon transaction to advance to the Activity Detail window where you can review the details of the transaction.

Accruing Loyalty Points during Order Processing

Customers enrolled in the Oracle Retail Customer Engagement loyalty program accrue points from completed purchases based on the program rules defined for the loyalty account in Oracle Retail Customer Engagement.

When you send sales and return information to Oracle Retail Customer Engagement in the Customer Engagement Post POSlog Transaction Message during the Oracle Retail Customer Engagement Sales Feed, Oracle Retail Customer Engagement:

• determines the loyalty account to accrue points against based on the customer passed in the Oracle Retail Customer Engagement Post POSlog Transaction message.

• for sales transactions, increases the loyalty points on the customer’s loyalty account based on the program rules defined for the loyalty account in Oracle Retail Customer Engagement.

• for return transactions, decreases the loyalty points on the customer’s loyalty account based on the program rules defined for the loyalty account in Oracle Retail Customer Engagement.

Example: The issue rule defined for the customer’s loyalty program in Oracle Retail Customer Engagement is to issue 1 point for each purchase dollar.

The customer has 155 earned points in Oracle Retail Customer Engagement.

The customer places an order for $80.00.

When you run the Oracle Retail Customer Engagement Sales Feed to update Oracle Retail Customer Engagement with the sales and return information in the Customer Engagement Post POSlog Transaction Message, Oracle Retail Customer Engagement increases the customer’s earned loyalty points to $235.00 (155 earned points + 80 points associated with sales).

The customer returns an item for $30.00.

When you run the Oracle Retail Customer Engagement Sales Feed to update Oracle Retail Customer Engagement with the sales and return information in the Customer Engagement Post POSlog Transaction Message, Oracle Retail Customer Engagement decreases the customer’s earned loyalty points to $205.00 (235 earned points - 30 points associated with returns).

For more information: See Issue Rule in the Oracle Retail Customer Engagement User Guide for more information on defining rules for a loyalty program.

Applying and Redeeming Customer Engagement Awards during Order Processing

You can apply an award amount to an order as a pro-rated merchandise discount and redeem the award amount applied to the order in Oracle Retail Customer Engagement.

Applying Awards during Interactive Order Entry

Applying Awards during the Generic Order Interface (Order API)

Combining the Loyalty Award Amount with Other Discounts

Loyalty Award Discount Calculations

Redeeming Awards during Order Processing

If Communication Fails during Coupon Redemption

Note:

• You can apply an award amount to an order during order creation only; you cannot apply an award amount to an order in order maintenance.

• You can apply an award amount to a pre-order quote; however, the award amount is not redeemed until you convert the quote to an order. When you convert the quote to an order, the system allows you to change the award amount for the order before you accept the order and redeem the award amount. See Entering Pre-Order Quotes and Converting Quotes to Orders for more information about quote processing.

• Canceling an order or order line associated with a redeemed award amount does not increase a customer’s award balance. You must issue points or awards to the customer’s loyalty card manually; see Applying Points to a Customer’s Loyalty Card and Applying Coupons to a Customer’s Loyalty Card.

Applying Awards during Interactive Order Entry

Use the following steps to apply an award amount to an order during interactive Order Entry.

To apply an award amount to the order: On the Enter Loyalty Award Discount Window, enter the award amount to apply to the order and click OK. The system applies the award amount as a pro-rated merchandise discount. The discount is applied to all discountable order lines, including order lines that contain a price override reason code.

Note:

• The award amount does not apply to order lines that contain a non-discountable item or to sale items if the Exclude Sale Item When Prorating Discounts (I65) system control value is selected.

• If the entered award amount is greater than the discountable merchandise amount on the order, the system displays a message similar to the following: Award amount cannot exceed discountable merchandise.

• If the entered award amount is greater than the current awards balance for the loyalty card, the system displays a message similar to the following: Award amount cannot exceed remaining balance.

• If more than one order ship to exists on the order, the system applies the award amount to the selected order ship to only.

• The system updates the Oracle Retail Customer Engagement Award Amount in the Order Ship To table with the award amount applied to the order.

• The system includes the award amount in the Discount field on the order.

Enter Loyalty Award Discount Window

Use this window to apply a coupon award amount as a pro-rated merchandise discount during order repricing.

Note: This window is available during order entry only; this window is not available during order maintenance.

How to display this screen: Select Reprice during order entry. The system displays the Enter Loyalty Award Discount Window if:

• the Use ORCE Loyalty (M06) system control value is selected, and

• the Prorate Dollar Discounts and Coupons (D90) system control value is selected, and

• the Price Method for the source code on the order header is set to Reg Plus Reprice, and

• the sold to customer on the order is assigned to a loyalty card in Oracle Retail Customer Engagement, and

• there are current awards associated with the customer’s loyalty account that are available for redemption.

Field

Description

Loyalty Card #

The loyalty card number assigned to the customer that is associated with the awards balance.

Note: If the customer is assigned to more than one loyalty card in Oracle Retail Customer Engagement, Order Management System displays loyalty card information for the first card returned from Oracle Retail Customer Engagement.

Display-only.

Available awards balance

The total current awards balance for the loyalty card.

Display-only.

Max award amount allowed

The maximum award amount that can be applied to the order. 0.00 displays if the order is not eligible for an award amount.

Display-only.

Enter award amount to apply

The award amount to apply to the order as a pro-rated merchandise discount.

A message similar to the following displays if you enter an award amount that is greater than the Available awards balance: Award amount cannot exceed remaining balance.

A message similar to the following displays if you enter an award amount that is greater than the merchandise amount: Award amount cannot exceed discountable merchandise.

Numeric, 7 positions with a 2-place decimal; Optional.

For more information: See Combining the Loyalty Award Amount with Other Discounts and Loyalty Award Discount Calculations for more information on how the award amount is applied to the order.

Applying Awards during the Generic Order Interface (Order API)

Use the following steps to apply a coupon award amount to a web order.

To apply an award amount to the order: Enter the award amount to apply to the order in the relate_award_amount tag included in the ShipTo element of the Inbound Order XML Message (CWORDERIN).

When Order Management System processes the CWOrderIn message, the system determines if the order is eligible for the relate award amount.

Does the sold to customer have a loyalty card? The system verifies that the customer in Oracle Retail Customer Engagement has a loyalty card.

If the Oracle Retail Customer Engagement customer does not have a loyalty card, the system does not apply the award amount to the order and creates a record in the Order Transaction History table for the order indicating the award amount was not redeemed on the order. For example:

Date

Type

Transaction Note

Amount

User

3/06

SYSTEM UPDATE

Award amt not redeemed-card# not found

10.00

your default user

Is prorating dollar discounts and coupons enabled? The system applies the award amount defined in the relate_award_amount tag to the order only if the Prorate Dollar Discounts and Coupons (D90) system control value is selected.

Does the customer’s award balance cover the relate_award_amount? If the Oracle Retail Customer Engagement customer has a loyalty card, the system determines if the award balance for the loyalty card is equal to or greater than the relate_award_amount entered on the order.

• If the award balance is 0.00 or less, the system does not apply the award amount to the order and creates a record in the Order Transaction History table for the order indicating the award amount was not redeemed on the order. For example:

Date

Type

Transaction Note

Amount

User

3/06

SYSTEM UPDATE

Award amt not redeemed-award balance=0

25.00

your default user

• If the award balance is less than the relate_award_amount, the system applies the available award balance to the order as a pro-rated merchandise discount. For example, if the relate_award_amount on the order is 25.00, but the award balance is $5.00, the system applies 5.00 to the order. The system creates a record in the Order Transaction History table for the order indicating the award amount that was redeemed on the order. For example:

Date

Type

Transaction Note

Amount

User

3/06

UPSELL PROMO

Total Prorated Order Level Discount

5.00

SFLYE

3/06

UPSELL PROMO

Award Redeemed-ID: S444399

5.00

SFLYE

• If the award balance is equal to or greater than the relate_award_amount, the system applies the entire award amount to the order as a pro-rated merchandise discount. The system creates a record in the Order Transaction History table for the order indicating the award amount that was redeemed on the order. For example:

Date

Type

Transaction Note

Amount

User

3/06

UPSELL PROMO

Total Prorated Order Level Discount

25.00

SFLYE

3/06

UPSELL PROMO

Award Redeemed-ID: S444399

25.00

SFLYE

The award amount is applied as a pro-rated merchandise discount to all discountable order lines, including order lines that contain a price override reason code.

The system updates the Oracle Retail Customer Engagement Award Amount in the Order Ship To table with the award amount applied to the order.

Note:

• The award discount does not apply to order lines that contain a non-discountable item or to sale items if the Exclude Sale Item When Prorating Discounts (I65) system control value is selected.

• If the discountable merchandise amount is less than the entered award amount, the system decreases the Oracle Retail Customer Engagement Award Amount in the Order Ship To table to match the discountable merchandise amount. If the discountable merchandise amount is 0.00 or a negative amount, the system updates the Oracle Retail Customer Engagement Award Amount in the Order Ship To table to 0.00.

• If more than one order ship to exists on the order, the system applies the award amount to the selected order ship to only.

• If you send a subsequent Inbound Order XML Message (CWORDERIN) to complete a web order with payment information or update an order with errors, in order to apply the relate_award_amount to the order, the payment_only flag for the subsequent message must be set to N so that the Order API program deletes the existing order and recreates it using the information provided in the inbound message. It is important that the subsequent message include all information required to complete the order, or the information that was not included in the subsequent message will be lost.

For more information: See Combining the Loyalty Award Amount with Other Discounts and Loyalty Award Discount Calculations for more information on how the award amount is applied to the order.

Combining the Loyalty Award Amount with Other Discounts

The loyalty award amount is applied as a pro-rated merchandise discount AFTER order detail coupons and any line level promotions have been applied to the lines on the order.

If the merchandise amount after applying discounts is less than the loyalty award amount to apply to the order, the system automatically adjusts the loyalty award amount so that the amount is equal to the discounted merchandise amount.

Loyalty Award Discount Calculations

The system uses the following calculations to determine the award discount amount to apply to each order line.

The system calculates the Discount Percentage for each order line:

Order line extended amount after applying order detail coupons and line level promotions / order merchandise total = discount percentage

The system calculates the Unit Selling Price for each order line:

order line post-discount unit price - [(total award amount X discount % from above calculation) / line unit quantity] = unit selling price

Example 1: Award Amount Only

An order has the following order lines:

• line 1: 1 unit for 50.00

• line 2: 1 unit for 10.00 (non-discountable)

• line 3: 1 unit for 10.00

The merchandise total is 70.00, 60.00 of which is discountable.

The system applies a 10.00 loyalty award amount to the order.

The system calculates the discount percentage for each eligible order line:

line 1: 50.00 / 60.00 = .833 x 100 = 83.33% discount percentage

line 3: 10.00 / 60.00 = .166 x 100 = 16.66% discount percentage

The system calculates the unit selling price for each order line:

line 1: 10.00 loyalty award amount x 83.33% discount percentage = 8.33

8.33 / 1 line unit quantity = 8.33

50.00 unit price - 8.33 = 41.67 unit selling price

 

line 3: 10.00 loyalty award amount x 16.66% discount percentage = 1.666

1.666 / 1 line unit quantity = 1.666

10.00 unit price - 1.66 = 8.33 unit selling price

The merchandise total after applying the loyalty award amount is 60.00 (line 1 41.67 + line 2 10.00 + line 3 8.33).

Example 2: Award Amount with Line Level Promotion

An order has the following order lines:

• line 1: 1 unit for 50.00

• line 2: 1 unit for 10.00 (non-discountable)

• line 3: 1 unit for 10.00

The merchandise total is 70.00, 60.00 of which is discountable.

The system applies a 5.00 line level promotion and 10.00 loyalty award amount to the order.

The system calculates the discount percentage for each eligible order line:

line 1: 50.00 / 60.00 = .833 x 100 = 83.33% discount percentage

line 3: 10.00 / 60.00 = .166 x 100 = 16.66% discount percentage

The system calculates the unit selling price for each order line:

line 1: 15.00 (line level promotion + loyalty award amount) x 83.33% discount percentage = 12.50

12.50 / 1 line unit quantity = 12.50

50.00 unit price - 12.50 = 37.50 unit selling price

 

line 3: 15.00 line level promotion + loyalty award amount x 16.66% discount percentage = 2.50

2.50 / 1 line unit quantity = 2.50

10.00 unit price - 2.50 = 7.50 unit selling price

The merchandise total after applying the line level promotion and loyalty award amount is 55.00 (line 1 37.50 + line 2 10.00 + line 3 7.50).

Example 3: Award Amount with Order Level Coupon

An order has the following order lines:

• line 1: 1 unit for 50.00

• line 2: 1 unit for 10.00 (non-discountable)

• line 3: 1 unit for 10.00

The merchandise total is 70.00, 60.00 of which is discountable.

The system applies a 50.00 loyalty award amount and 20.00 order level coupon to the order.

The system calculates the discount percentage for each eligible order line:

line 1: 50.00 / 60.00 = .833 x 100 = 83.33% discount percentage

line 3: 10.00 / 60.00 = .166 x 100 = 16.66% discount percentage

The system calculates the unit selling price for each order line:

line 1: 70.00 (loyalty award amount + 20.00 order level coupon) x 83.33% discount percentage = 58.33

58.33 / 1 line unit quantity = 58.33

50.00 unit price - 58.33 = -8.33 unit selling price (the system updates the price of the line to .00)

 

line 3: 70.00 (loyalty award amount + 20.00 order level coupon) x 16.66% discount percentage = 11.66

11.66 / 1 line unit quantity = 11.66

10.00 unit price - 11.66 = -1.66 unit selling price (the system updates the price of the line to .00)

The merchandise total after applying the order level coupon and loyalty award amount is 10.00 (line 1 .00 + line 2 10.00 + line 3 .00).

Since the merchandise amount after applying discounts is less than the loyalty award amount to apply to the order, the system automatically adjusts the loyalty award amount so that the amount is equal to the discounted merchandise amount; in this example, the system adjusts the loyalty award amount to 40.00 (20.00 coupon amount + 40.00 loyalty award amount = 60.00 total discount, which matches the merchandise amount that is eligible for discount).

Redeeming Awards during Order Processing

To redeem the award amount applied to the order: During the final order accept process, if an award amount is defined on the order, the system:

• sends a Customer Engagement Automatic Redeem Request to Oracle Retail Customer Engagement for the award amount applied to the order.

• Oracle Retail Customer Engagement redeems award coupons associated with the customer’s loyalty account until the award amount applied to the order has been reached.

- Oracle Retail Customer Engagement redeems coupons whose expiration date is closest to expiring first.

- If the award coupon amount is greater than the amount to redeem, Oracle Retail Customer Engagement subtracts the redeemed amount from the coupon; for example, if the award coupon amount is $100.00 and the amount to redeem is $15.00, Oracle Retail Customer Engagement updates the award coupon amount to $85.00.

- Oracle Retail Customer Engagement subtracts the amount to redeem from the customer’s award balance.

• Oracle Retail Customer Engagement sends a Customer Engagement Automatic Redeem Response to Order Management System.

• Order Management System creates a record in the Order Transaction History table for the order indicating the award amount that was redeemed. For example:

Date

Type

Transaction Note

Amount

User

3/06

UPSELL PROMO

Total Prorated Order Level Discount

10.00

SFLYE

3/06

UPSELL PROMO

Award Redeemed-ID: S444399

10.00

SFLYE

You can display order history by selecting Order History in standard order inquiry or at the Work with Order Lines screen in Order Maintenance, or by selecting History in streamlined order inquiry. See the Display Order Line History Screen for more information.

• updates the Award Amount in the Order Ship To table with the award amount applied to the order.

If communication fails: See If Communication Fails during Coupon Redemption.

Reviewing the automatic redeem transaction in Oracle Retail Customer Engagement: You can review the automatic redeem transaction in Oracle Retail Customer Engagement by selecting the Award account on the Card / Account Association screen; activity for the award program associated with the card displays at the bottom of the screen.

Click on the automatic redeem transaction to advance to the Activity Detail window where you can review the details of the transaction.

If Communication Fails during Coupon Redemption

If Order Management System cannot connect with Oracle Retail Customer Engagement to redeem the award amount applied to an order, the system places the order on RL ORCE Communication Failure hold and writes an order transaction history message indicating the award amount was not automatically redeemed: SYSTEM UPDATE ORCE Loyalty Award Redemption Failed 20.00, where 20.00 is the award amount applied to the order.

In this situation, you can either:

• log in to Oracle Retail Customer Engagement and void coupons until the award amount applied to the order is covered. If the amount voided is greater than the amount needed for redemption (for example, the amount applied to the order was $20.00 and you voided a $25.00 award coupon), you can issue a new award coupon for the difference (in this example, $5.00).

• cancel the order and create a new order with the award amount, making sure communication with Oracle Retail Customer Engagement during the redemption process is successful.

Oracle Retail Customer Engagement APIs used in the Loyalty Integration

The following Oracle Retail Customer Engagement APIs are used to communicate with Oracle Retail Customer Engagement during the Oracle Retail Customer Engagement Loyalty integration:

• Customer Engagement Customer Services API v2.3: used to interactively create and update customer information between Oracle Retail Customer Engagement and Order Management System; see the Customer Engagement Customer Integration for more information.

Customer Engagement Stored Value Card Transaction Services API v3.1: used to generate a new loyalty card and assigns it to a customer. Note: In order for transactions to process correctly, the Franchisee feature must be disabled in Oracle Retail Customer Engagement.

Customer Engagement Card Services v2.1 API: used to retrieve loyalty and award summary information for all accounts attached to the specified loyalty card number.

Customer Engagement Loyalty Account Services v1.2 API: used to:

- issue points to the loyalty account specified.

- retrieve all of the loyalty points account activity for the loyalty account specified.

Customer Engagement Award Account Services v1.2 API: used to:

- issue an award coupon to the loyalty account specified.

- automatically redeem award coupons for the specified amount.

- retrieve all of the award coupon account activity for the loyalty account specified.

ORCE log: Order Management System logs the loyalty transactions passed between Order Management System and Oracle Retail Customer Engagement in the ORCE (Oracle Retail Customer Engagement) Log.

Web service authentication? If the web services used to process inbound messages to Oracle Retail Customer Engagement require web service authentication, you must provide a valid web service authentication user and password in Working with Web Service Authentication (WWSA). In this situation, when Oracle Retail Order Management System generates a message to send to Oracle Retail Customer Engagement it includes the web service authentication user and password in the HTTP header of the message. See Web Service Authentication Process for Oracle Retail Customer Engagement for more information.

For more information: See the Oracle Retail Customer Engagement Batch Processing and Web Services Guide for more information on the Oracle Retail Customer Engagement API interface.

Customer Engagement Stored Value Card Transaction Services API v3.1

Order Management System calls the Oracle Retail Customer Engagement Stored Value Card Transaction Services API version 3.1 to generate the Customer Engagement generateCard Method.

The system uses the value in the ORCE Organization Descriptor (L50) along with the ORCE_CUSTOMER_SERVICE_PREFIX and ORCE_SVC_SERVICE_SUFFIX settings in Working with Customer Properties (PROP) to build the URL for communication with Oracle Retail Customer Engagement.

Note: In order for transactions to process correctly, the Franchisee feature must be disabled in Oracle Retail Customer Engagement.

Customer Engagement generateCard Method

The generateCard method generates a new loyalty card and assigns it to a customer.

When called? The system calls this method when you select Yes on the Customer Loyalty Registration Window.

Customer Engagement Loyalty Generate Card Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Information

Description

cardPrefix

The card prefix associated with the Loyalty Card Definition in Oracle Retail Customer Engagement; this is the card prefix defined in the ORCE Loyalty Card Prefix (M08) system control value.

cardSeries

Sequence

The card series sequence number associated with the Loyalty Card Definition in Oracle Retail Customer Engagement; this is the card series sequence number defined in the ORCE Loyalty Card Series Sequence Number (M09) system control value.

locationId

The location ID associated with the loyalty program; this is the location defined in the Default Location for ORCE Integration (K69) system control value. If you do not define a location in the Default Location for Sales Download (K69) system control value, Oracle Retail Customer Engagement uses the location defined in the Default Location ID setting in Conflate.

currencyId

The currency code defined in the Local Currency Code (A55) system control value.

customer

The relate customer ID to assign to the loyalty card; this is the Relate ID defined for the customer in the Customer Sold To table.

securityUserID

The user ID defined in the ORCE_SECURITY_USER_ID property

Sample Customer Engagement Loyalty Generate Card Request

Card prefix: 13132 Customer type: Card series seq: 03 Location ID: 69007 Curr: USD Customer type: <?xml version="1.0" encoding="UTF-8"?>

<java version="1.6.0_30" class="java.beans.XMLDecoder">

<object class="com.dtv.csx.webservices.svc.v1_1.CustomerType">

<void property="customerID">

<string>8417</string>

</void>

</object>

</java>

Customer Engagement Loyalty Generate Card Response

The generateCard method returns a GenCardResponseContainerType element. Oracle Retail Customer Engagement sends the following information to Order Management System.

Information

Description

dateTime

The date and time when the response was generated.

cardSeries

 

CardPrefix

The card prefix associated with the Loyalty Card Definition in Oracle Retail Customer Engagement.

CardSeries

Sequence

The card series sequence number associated with the Loyalty Card Definition in Oracle Retail Customer Engagement.

Instrument

CardName

The name of the Loyalty Card Definition in Oracle Retail Customer Engagement.

CardNumber

The loyalty card number assigned to the customer in Oracle Retail Customer Engagement.

BatchNumber

The batch number associated with the loyalty card in Oracle Retail Customer Engagement.

Customer

CustomerID

The Oracle Retail Customer Engagement customer ID assigned to the loyalty card.

Sample Customer Engagement Loyalty Generate Card Response

<com.dtv.csx.webservices.svc.v1__1.GenCardResponseContainerType>

<dateTime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>13</orig__day>

<orig__hour>11</orig__hour>

<orig__minute>44</orig__minute>

<orig__second>29</orig__second>

<orig__timezone>-2147483648</orig__timezone>

<year>2014</year>

<month>3</month>

<day>13</day>

<timezone>-2147483648</timezone>

<hour>11</hour>

<minute>44</minute>

<second>29</second>

</dateTime>

<cardSeries>

<cardPrefix>13132</cardPrefix>

<cardSeriesSequence>03</cardSeriesSequence>

<instrument>

<cardName>Benoit Loyalty Cards</cardName>

<cardNumber>7670497613732156</cardNumber>

<batchNumber>001</batchNumber>

<authorizedUserOrganizations/>

<program>

<id></id>

</program>

</instrument>

<customer>

<customerID>8417</customerID>

</customer>

</cardSeries>

</com.dtv.csx.webservices.svc.v1__1.GenCardResponseContainerType>

Customer Engagement Card Services v2.1 API

Order Management System calls the Oracle Retail Customer Engagement Card Services version 2.1 API to generate the Customer Engagement getCardInquiryData Method.

The system uses the value in the ORCE Organization Descriptor (L50) along with the ORCE_CUSTOMER_SERVICE_PREFIX and ORCE_CARD_SERVICE_SUFFIX settings in Working with Customer Properties (PROP) to build the URL for communication with Oracle Retail Customer Engagement.

Customer Engagement getCardInquiryData Method

The getCardInquiryData method retrieves loyalty and award summary information for all accounts attached to the specified loyalty card number.

When called? The system calls this method when you:

• advance to the Display Loyalty Account Screen to review the customer’s loyalty points and award coupons.

• advance to the Customer Selection Screen; this screen displays the customer’s loyalty card number, current earned points, and current awards balance.

Customer Engagement Loyalty Card Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Variable

Description

cardNumber

The loyalty card number assigned to the customer whose loyalty and award information is retrieved from Oracle Retail Customer Engagement.

currencyCode

The default currency defined in the Local Currency Code (A55) system control value.

transactionStoreId

The store ID associated with the loyalty program; this is the location defined in the Default Location for ORCE Integration (K69) system control value. If you do not define a location in the Default Location for Sales Download (K69) system control value, Oracle Retail Customer Engagement uses the location defined in the Default Location ID setting in Conflate.

Sample Customer Engagement Loyalty Card Request

ORCE Loyalty Card Inquiry Request: Card#: 8974903132247915 Curr: USD Store ID: 69007

Customer Engagement Loyalty Card Response

The getCardInquiry method returns a CardInquiryResponse class object. Oracle Retail Customer Engagement sends the following information to Order Management System.

Element

Description

ResponseStatus

DateTime

The date and time of the inquiry.

Instrument

The Instrument element contains card information.

CardNumber

The loyalty card number assigned to the customer whose loyalty and award information you wish to review.

CardSerialNumber

The serial number assigned to the loyalty card in Oracle Retail Customer Engagement.

CardExpiration

Date

The date the card expires, if any.

LoyaltyAccount

The LoyaltyAccount element contains the loyalty accounts associated with the card.

LoyaltyAccountID

The ID for the loyalty account in Oracle Retail Customer Engagement.

LoyaltyProgram

The ID and name of the loyalty program associated with the account in Oracle Retail Customer Engagement.

LoyaltyProgram

Level

The ID and name of the current level of the loyalty program to which the loyalty account belongs.

PointsBalance

The current points balance for the loyalty account.

CardInqPoints

Entry

The current points for the loyalty card for the following types of points:

EARNED: The amount of points earned.

ESCROW: The amount of escrow points.

BONUS: The amount of bonus points.

TYD: The total year to date points.

LTD: The total life to date points.

AwardAccount

The AwardAccount element contains the award accounts associated with the card.

AwardAccountID

The award account ID associated with the loyalty card in Oracle Retail Customer Engagement.

awardProgram

The ID and name of the award program in Oracle Retail Customer Engagement.

CouponList

The award coupons associated with the loyalty card in Oracle Retail Customer Engagement. For each coupon:

Amount: The amount of the coupon.

ID: The coupon ID.

ExpirationDate: The date when the coupon expires, if any.

Customer

CustomerID

The Oracle Retail Customer Engagement customer ID associated with the loyalty card.

Sample Customer Engagement Loyalty Card Response

<com.dtv.csx.webservices.card.v2__1.CardInquiryResponse>

<instrument>

<cardNumber>8974903132247915</cardNumber>

<cardSerialNumber>1313203001000135</cardSerialNumber>

<loyaltyAccount>

<com.dtv.csx.webservices.card.v2__1.CardInqLoyaltyAccount>

<loyaltyAccountID>40544</loyaltyAccountID>

<loyaltyProgram>

<value>Base Loyalty</value>

<id>17</id>

</loyaltyProgram>

<loyaltyProgramLevel>

<value>GOLD</value>

<id>1523</id>

</loyaltyProgramLevel>

<pointsBalance>

<points>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>1235926553.83</value>

<type>EARNED</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>ESCROW</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>BONUS</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>1235926563.83</value>

<type>YTD</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>1235926563.83</value>

<type>LTD</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

</points>

</pointsBalance>

</com.dtv.csx.webservices.card.v2__1.CardInqLoyaltyAccount>

</loyaltyAccount>

<awardAccount>

<com.dtv.csx.webservices.card.v2__1.CardInqAwardAccount>

<awardAccountID>40545</awardAccountID>

<awardProgram>

<value>Base Award</value>

<id>22</id>

</awardProgram>

<couponList>

<coupon>

<com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

<amount>10.00</amount>

<id>000000000002250000000000000768</id>

</com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

<com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

<amount>10.00</amount>

<id>000000000002260000000000000783</id>

</com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

<com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

<amount>50.00</amount>

<id>000000000002270000000000000803</id>

</com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

</coupon>

<type>BalanceAmounts</type>

</couponList>

</com.dtv.csx.webservices.card.v2__1.CardInqAwardAccount>

</awardAccount>

</instrument>

<customer>

<customerID>8159</customerID>

</customer>

</com.dtv.csx.webservices.card.v2__1.CardInquiryResponse>

Customer Engagement Loyalty Account Services v1.2 API

Order Management System calls the Oracle Retail Customer Engagement Loyalty Account Services version 1.2 API to generate the following methods:

Customer Engagement issuePoints Method

Customer Engagement getLoyaltyAccountHistory Method

The system uses the value in the ORCE Organization Descriptor (L50) along with the ORCE_CUSTOMER_SERVICE_PREFIX and ORCE_LOYALTY_SERVICE_SUFFIX settings in Working with Customer Properties (PROP) to build the URL for communication with Oracle Retail Customer Engagement.

Customer Engagement issuePoints Method

The issuePoints method issues points to the loyalty account specified and creates a retail transaction ID for the transaction.

When called? The system calls this method when you click OK on the Issue Loyalty Points Window.

Customer Engagement Issue Points Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Variable

Description

lylAccountId

The loyalty account ID associated with the issued points.

transactionStoreId

The store ID where the transaction was performed; this is the location defined in the Default Location for ORCE Integration (K69) system control value. If you do not define a location in the Default Location for Sales Download (K69) system control value, Oracle Retail Customer Engagement uses the location defined in the Default Location ID setting in Conflate.

pointsAmount

The number of points being issued.

clientComments

Informational comments associated with the issue points transaction.

Sample Customer Engagement Issue Points Request

LoyaltyAcctID: 40544 Store ID: 69007 Points Amt: 1200.00 Comments: issue 1200 loyalty points on 3/4/14 at 3:25

Customer Engagement Issue Points Response

The issuePoints method returns a loyaltyActivity class object. Oracle Retail Customer Engagement sends the following information to Order Management System.

Element

Description

accountActivityId

The Oracle Retail Customer Engagement activity transaction number for issuing points to the loyalty card.

accountId

The loyalty account ID associated with the issued points.

activityDatetime

The date and time when the activity occurred.

activityTypeCode

Issue defaults.

bonusPoints

Balance

The bonus points balance at the time of the issue points transaction.

earnedPoints

Balance

The earned points balance at the time of the issue points transaction.

escrowPoints

Balance

The escrow points balance at the time of the issue points transaction.

escrowTransferred

Flag

Indicates whether escrow points were transferred as part of the issue points transaction.

loyaltyRuleId

The ID for the loyalty rule used in the issue points transaction.

ltdPointsBalance

The current life to date points balance for the account at the time of the issue points transaction.

pointsAmount

The confirmed points amount issued to the loyalty card.

pointsMethodType

Code

The code indicating the method uses for points calculations.

pointsOriginally

Requested

The number of points that were defined in the issue points transaction.

retailTransaction

BusinessDate

The business date when the issue points transaction occurred.

ytdPointsBalance

The current year to date points balance for the account at the time of the issue points transaction.

Sample Customer Engagement Issue Points Response

<com.dtv.csx.webservices.loyalty.v1__2.LoyaltyActivity>

<accountActivityId>231629</accountActivityId>

<accountId>40544</accountId>

<activityDatetime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>4</orig__day>

<orig__hour>15</orig__hour>

<orig__minute>25</orig__minute>

<orig__second>11</orig__second>

<orig__fracSeconds>0.074</orig__fracSeconds>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>4</day>

<timezone>-300</timezone>

<hour>15</hour>

<minute>25</minute>

<second>11</second>

<fractionalSecond>0.074</fractionalSecond>

</activityDatetime>

<activityTypeCode>Issue</activityTypeCode>

<bonusPointsBalance>0.00</bonusPointsBalance>

<earnedPointsBalance>1235928403.83</earnedPointsBalance>

<escrowPointsBalance>0.00</escrowPointsBalance>

<escrowTransferredFlag>false</escrowTransferredFlag>

<loyaltyRuleId>24</loyaltyRuleId>

<ltdPointsBalance>1235928413.83</ltdPointsBalance>

<pointsAmount>1200.00</pointsAmount>

<pointsOriginallyRequested>1200.00</pointsOriginallyRequested>

<transactionSequenceNumber>0</transactionSequenceNumber>

<ytdPointsBalance>1235928413.83</ytdPointsBalance>

</com.dtv.csx.webservices.loyalty.v1__2.LoyaltyActivity>

Customer Engagement getLoyaltyAccountHistory Method

The getLoyaltyAccountHistory method retrieves all of the loyalty points account activity for the loyalty account specified. This method is specific to the loyalty points transactions associated with the loyalty card and does not include award coupons.

When called? The system calls this method when you select Loyalty History on the Display Loyalty Account Screen. All loyalty points activity returned in the Customer Engagement Loyalty Account History Response except Inquiry activity displays on the Display Loyalty Account History Screen.

Note: If the number of records available in the Sample Loyalty Account History Response exceeds the maximum setting in Oracle Retail Customer Engagement, a relateExceptionCode will be in the response with a value of MAXIMUM_LOOKUP_RESULTS_ERROR and the response will not include any history. If this occurs, Order Management System displays a message similar to the following, where 400 is the maximum setting defined in Oracle Retail Customer Engagement: Max results exceeded of: 400.

Customer Engagement Loyalty Account History Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Variable

Description

cardNumber

The loyalty card number whose loyalty points account activity you wish to review.

currencyCode

The default currency defined in the Local Currency Code (A55) system control value.

historyStartDate

The start date of the loyalty points account activity to return in the Oracle Retail Customer Engagement Loyalty Account History Response. The start date defaults to the current date minus 2 years in order to get 2 year’s worth of loyalty points account activity; for example, if the current date is 3/4/2014, the start date will be 3/4/2012.

historyEndDate

The end date of the loyalty points account activity to return in the Oracle Retail Customer Engagement Loyalty Account History Response. The end date defaults to the current date.

Sample Customer Engagement Loyalty Account History Request

Card#: 5228538909752630 Curr: USD Start date: 2012-03-04T16:18:36.002-05:00 End date: 2014-03-04T16:18:36.018-05:00

Customer Engagement Loyalty Account History Response

The getLoyaltyAccountHistory method returns a CardInquiryResponse class object. Oracle Retail Customer Engagement sends the following information to Order Management System.

Element

Description

CardInqResponseStatus

The status of the inquiry response.

dateTime

The date and time of the inquiry.

status

OK defaults if there are no problems with the records in the reponse.

CardInqInstrument

Card information.

CardNumber

The loyalty card number associated with the loyalty points account activity.

CardSerialNumber

The serial number assigned to the loyalty card in Oracle Retail Customer Engagement.

CardExpiration

Date

The date the card expires, if any.

CardInqLoyaltyAccount

LoyaltyAccountID

The ID for the loyalty account in Oracle Retail Customer Engagement.

LoyaltyProgram

The ID and name of the loyalty program associated with the account.

LoyaltyProgram

Level

The ID and name of the current level of the loyalty program to which the loyalty account belongs.

PointsBalance

The current points balance for the account.

CardInqPoints

Entry

The current points for the loyalty card for the following types of points:

EARNED: The amount of points earned.

ESCROW: The amount of escrow points.

BONUS: The amount of bonus points.

TYD: The total year to date points.

LTD: The total life to date points.

LoyaltyActivityList

A list of loyalty account activities performed.

TransactionType

The type of transaction activity performed. The Display Loyalty Account History Screen displays all types of activity except Inquiry.

NumPoints

The amount of points that were applied as a negative or positive to the loyalty card.

PendingFlag

true defaults if the points are pending being issued; otherwise, false defaults.

AccountActivityId

The Oracle Retail Customer Engagement assigned activity transaction number for the record.

LocationId

The location ID where the transaction was performed.

CreateUser

The ID of the user who performed the activity.

UpdateUser

The ID of the user who updated the activity.

VoidFlag

true defaults if the activity has been voided; otherwise, false defaults.

EscrowPoints

Balance

Escrow points balance for the account at the time of the activity.

EarnedPoints

Balance

Earned points balance for the account at the time of the activity.

BonusPoints

Balance

Bonus points balance for the account at the time of the activity.

Comments

Informational comments associated with the activity.

BusinessDate

The business date on which the activity occurred.

RuleName

The rule that governed the points in the activity.

ReferenceTranId

The ID for the transaction referred to by the activity.

RetailTransaction

Id

The retail transaction ID associated with the activity.

CardInqCustomer

The customer associated with the card.

CustomerID

The Oracle Retail Customer Engagement customer ID associated with the loyalty card.

Sample Loyalty Account History Response

<com.dtv.csx.webservices.loyalty.v1__2.CardInquiryResponse>

<responseStatus>

<dateTime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>4</orig__day>

<orig__hour>16</orig__hour>

<orig__minute>18</orig__minute>

<orig__second>36</orig__second>

<orig__fracSeconds>0.000</orig__fracSeconds>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>4</day>

<timezone>-300</timezone>

<hour>16</hour>

<minute>18</minute>

<second>36</second>

<fractionalSecond>0.000</fractionalSecond>

</dateTime>

<status>OK</status>

</responseStatus>

<instrument>

<cardNumber>5228538909752630</cardNumber>

<cardSerialNumber>1313203001000166</cardSerialNumber>

<loyaltyAccount>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyAccount>

<loyaltyAccountID>40606</loyaltyAccountID>

<loyaltyProgram>

<value>Base Loyalty</value>

<id>17</id>

</loyaltyProgram>

<loyaltyProgramLevel>

<value>Silver</value>

<id>18</id>

</loyaltyProgramLevel>

<pointsBalance>

<points>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<value>250.00</value>

<type>EARNED</type>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<value>0.00</value>

<type>ESCROW</type>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<value>0.00</value>

<type>BONUS</type>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<value>250.00</value>

<type>YTD</type>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

<value>250.00</value>

<type>LTD</type>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqPointsEntry>

</points>

</pointsBalance>

<loyaltyActivityList>

<loyaltyActivity>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyActivity>

<transactionType>Inquiry</transactionType>

<numPoints>0.00</numPoints>

<pendingFlag>false</pendingFlag>

<accountActivityId>231685</accountActivityId>

<locationId>69007</locationId>

<createUser>OROMS-KBOTTGER</createUser>

<voidFlag>false</voidFlag>

<escrowPointsBalance>0.00</escrowPointsBalance>

<earnedPointsBalance>0.00</earnedPointsBalance>

<bonusPointsBalance>0.00</bonusPointsBalance>

<businessDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>4</orig__day>

<orig__hour>-2147483648</orig__hour>

<orig__minute>-2147483648</orig__minute>

<orig__second>-2147483648</orig__second>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>4</day>

<timezone>-300</timezone>

<hour>-2147483648</hour>

<minute>-2147483648</minute>

<second>-2147483648</second>

</businessDate>

<referencedTranId>0</referencedTranId>

<requestedAmount></requestedAmount>

<exchangeRate></exchangeRate>

<convertedAmount></convertedAmount>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyActivity>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyActivity>

<transactionType>Issue</transactionType>

<numPoints>250.00</numPoints>

<pendingFlag>false</pendingFlag>

<accountActivityId>231677</accountActivityId>

<locationId>69007</locationId>

<createUser>OROMS-KBOTTGER</createUser>

<voidFlag>false</voidFlag>

<escrowPointsBalance>0.00</escrowPointsBalance>

<earnedPointsBalance>250.00</earnedPointsBalance>

<bonusPointsBalance>0.00</bonusPointsBalance>

<comments>250 points issued to loyalty card # 5228538909752630 on 3/4/14</comments>

<businessDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>4</orig__day>

<orig__hour>-2147483648</orig__hour>

<orig__minute>-2147483648</orig__minute>

<orig__second>-2147483648</orig__second>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>4</day>

<timezone>-300</timezone>

<hour>-2147483648</hour>

<minute>-2147483648</minute>

<second>-2147483648</second>

</businessDate>

<ruleName>Default Issue Rule</ruleName>

<referencedTranId>0</referencedTranId> <retailTransactionId>00069007000000002014030400000000</retailTransactionId>

<requestedAmount></requestedAmount>

<exchangeRate></exchangeRate>

<convertedAmount></convertedAmount>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyActivity>

<com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyActivity>

<transactionType>Activate</transactionType>

<numPoints>0.00</numPoints>

<pendingFlag>false</pendingFlag>

<accountActivityId>231656</accountActivityId>

<locationId>69007</locationId>

<createUser>OROMS-KBOTTGER</createUser>

<voidFlag>false</voidFlag>

<escrowPointsBalance>0.00</escrowPointsBalance>

<earnedPointsBalance>0.00</earnedPointsBalance>

<bonusPointsBalance>0.00</bonusPointsBalance>

<businessDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>4</orig__day>

<orig__hour>-2147483648</orig__hour>

<orig__minute>-2147483648</orig__minute>

<orig__second>-2147483648</orig__second>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>4</day>

<timezone>-300</timezone>

<hour>-2147483648</hour>

<minute>-2147483648</minute>

<second>-2147483648</second>

</businessDate>

<referencedTranId>0</referencedTranId> <retailTransactionId>00069007000000002014030400000000</retailTransactionId>

<requestedAmount></requestedAmount>

<exchangeRate></exchangeRate>

<convertedAmount></convertedAmount>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyActivity>

</loyaltyActivity>

</loyaltyActivityList>

</com.dtv.csx.webservices.loyalty.v1__2.CardInqLoyaltyAccount>

</loyaltyAccount>

</instrument>

<customer>

<customerID>1</customerID>

</customer>

</com.dtv.csx.webservices.loyalty.v1__2.CardInquiryResponse>

Customer Engagement Award Account Services v1.2 API

Order Management System calls the Oracle Retail Customer Engagement Award Account Services version 1.2 API to generate the following methods:

Customer Engagement issueCoupon Method

Customer Engagement automaticRedeem Method

Customer Engagement getAwardAccoutHistory Method

The system uses the value in the ORCE Organization Descriptor (L50) along with the ORCE_CUSTOMER_SERVICE_PREFIX and ORCE_LOYALTY_AWARD_SERVICE_SUFFIX settings in Working with Customer Properties (PROP) to build the URL for communication with Oracle Retail Customer Engagement.

Customer Engagement issueCoupon Method

The issueCoupon method issues an award coupon to the loyalty account specified and creates a retail transaction ID for the transaction.

When called? The system calls this method when you click OK on the Issue Loyalty Coupon Window.

Customer Engagement Issue Coupon Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Variable

Description

awardAccountId

The award account ID associated with the loyalty card.

storeId

The store ID where the transaction was performed; this is the location defined in the Default Location for ORCE Integration (K69) system control value. If you do not define a location in the Default Location for Sales Download (K69) system control value, Oracle Retail Customer Engagement uses the location defined in the Default Location ID setting in Conflate.

userId

OROMS + the user ID of the Order Management System user that issued the coupon; for example, OROMS-KBOTTGER.

cardNumber

The loyalty card number associated with the award coupon.

currencyId

The default currency defined in the A55 system control value.

amount

The amount of the award coupon to issue to the loyalty card.

expirationDate

The date the award coupon expires.

comments

Informational comments about the issued award coupon.

Sample Customer Engagement Issue Coupon Request

AwardAcctID: 40545 Info: <?xml version="1.0" encoding="UTF-8"?>

<java version="1.6.0_30" class="java.beans.XMLDecoder">

<object class="com.dtv.csx.webservices.award.v1_2.AwardTransactionRequestInfo">

<void property="awardTranId">

<string></string>

</void>

<void property="registerId">

<string></string>

</void>

<void property="sequenceNumber">

<string></string>

</void>

<void property="storeId">

<string>69007</string>

</void>

<void property="userId">

<string>OROMS-KBOTTGER</string>

</void>

</object>

</java>

Instrument: <?xml version="1.0" encoding="UTF-8"?>

<java version="1.6.0_30" class="java.beans.XMLDecoder">

<object class="com.dtv.csx.webservices.award.v1_2.AwardInstrumentData">

<void property="authenticationData">

<string></string>

</void>

<void property="cardNumber">

<string>8974903132247915</string>

</void>

<void property="instrumentID">

<string></string>

</void>

</object>

</java>

Curr: USD Amt: 500.00

Customer Engagement Issue Coupon Response

The issueCoupon method returns an awardTransactionResult class object. Oracle Retail Customer Engagement sends the following information to Order Management System.

Element

Description

awardTransaction

Id

The Oracle Retail Customer Engagement activity transaction number for issuing an award coupon to the loyalty card.

accountId

The award account ID associated with the award coupon.

amount

The confirmed award coupon amount issued to the loyalty card.

couponId

The award coupon ID generated by Oracle Retail Customer Engagement for the issued award coupon.

expirationDate

The date when the award coupon expires.

Sample Customer Engagement Issue Coupon Response

<com.dtv.csx.webservices.award.v1__2.AwardTransactionResult>

<awardTransactionId>S441489</awardTransactionId>

<transactedAccounts>

<com.dtv.csx.webservices.award.v1__2.AwardTransactedAccount>

<accountId>40545</accountId>

<couponBalances>

<com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<amount>75.00</amount>

<couponId>000000000003040000000000213907</couponId>

<expirationDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>31</orig__day>

<orig__hour>0</orig__hour>

<orig__minute>0</orig__minute>

<orig__second>0</orig__second>

<orig__timezone>-240</orig__timezone>

<year>2014</year>

<month>3</month>

<day>31</day>

<timezone>-240</timezone>

<hour>0</hour>

<minute>0</minute>

<second>0</second>

</expirationDate>

</com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<amount>10.00</amount>

<couponId>000000000002250000000000000768</couponId>

</com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<amount>10.00</amount>

<couponId>000000000002260000000000000783</couponId>

</com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<amount>50.00</amount>

<couponId>000000000002270000000000000803</couponId>

</com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<amount>500.00</amount>

<couponId>000000000003040000000000213909</couponId>

<expirationDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>31</orig__day>

<orig__hour>0</orig__hour>

<orig__minute>0</orig__minute>

<orig__second>0</orig__second>

<orig__timezone>-240</orig__timezone>

<year>2014</year>

<month>3</month>

<day>31</day>

<timezone>-240</timezone>

<hour>0</hour>

<minute>0</minute>

<second>0</second>

</expirationDate>

</com.dtv.csx.webservices.award.v1__2.AwardCoupon>

</couponBalances>

<transactedCoupons>

<com.dtv.csx.webservices.award.v1__2.AwardCoupon>

<amount>500.00</amount>

<couponId>000000000003040000000000213909</couponId>

<expirationDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>31</orig__day>

<orig__hour>0</orig__hour>

<orig__minute>0</orig__minute>

<orig__second>0</orig__second>

<orig__timezone>-240</orig__timezone>

<year>2014</year>

<month>3</month>

<day>31</day>

<timezone>-240</timezone>

<hour>0</hour>

<minute>0</minute>

<second>0</second>

</expirationDate>

</com.dtv.csx.webservices.award.v1__2.AwardCoupon>

</transactedCoupons>

</com.dtv.csx.webservices.award.v1__2.AwardTransactedAccount>

</transactedAccounts>

</com.dtv.csx.webservices.award.v1__2.AwardTransactionResult>

Customer Engagement automaticRedeem Method

The automaticRedeem method automatically redeems award coupons for the specified amount and creates a retail transaction ID for the transaction. Award coupons with the closet expiration date are redeemed first.

When called? The system calls this method during the final order accept for an order that contains a loyalty award coupon discount; see Applying and Redeeming Customer Engagement Awards during Order Processing.

Customer Engagement Automatic Redeem Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Variable

Description

awardAccountId

The award account ID associated with the loyalty card.

storeId

The store ID where the transaction was performed; this is the location defined in the Default Location for ORCE Integration (K69) system control value. If you do not define a location in the Default Location for Sales Download (K69) system control value, Oracle Retail Customer Engagement uses the location defined in the Default Location ID setting in Conflate.

userId

OROMS + the user ID of the Order Management System user that issued the coupon; for example, OROMS-KBOTTGER.

cardNumber

The loyalty card number to redeem the award coupon against.

currencyId

The default currency defined in the A55 system control value.

amount

The amount of the award coupon to redeem against the loyalty card.

comments

Informational comments about the redeemed award coupon. A message similar to the following defaults if the award coupon was redeemed through the Order API: Awards redeemed through OROMS Order API. A message similar to the following defaults if the award coupon was redeemed through interactive Order Entry: Awards redeemed through OROMS Order Entry.

Sample Customer Engagement Automatic Redeem Request

AwardAcctID: 40624 Info: <?xml version="1.0" encoding="UTF-8"?>

<java version="1.6.0_30" class="java.beans.XMLDecoder">

<object class="com.dtv.csx.webservices.award.v1_2.AwardTransactionRequestInfo">

<void property="awardTranId">

<string></string>

</void>

<void property="registerId">

<string></string>

</void>

<void property="sequenceNumber">

<string></string>

</void>

<void property="storeId">

<string>69007</string>

</void>

<void property="userId">

<string>OROMS-KBOTTGER</string>

</void>

</object>

</java>

Instrument: <?xml version="1.0" encoding="UTF-8"?>

<java version="1.6.0_30" class="java.beans.XMLDecoder">

<object class="com.dtv.csx.webservices.award.v1_2.AwardInstrumentData">

<void property="authenticationData">

<string></string>

</void>

<void property="cardNumber">

<string>4926229554932421</string>

</void>

<void property="instrumentID">

<string></string>

</void>

</object>

</java>

Curr: USD Amt: 10.00 Comments: Awards redeemed through OROMS Order Entry

Customer Engagement Automatic Redeem Response

The automaticRedeem method returns a CardInquiryResponse class object. Oracle Retail Customer Engagement sends the following information to Order Management System.

Element

Description

cardNumber

The loyalty card number redeemed against.

cardSerialNumber

The serial number assigned to the loyalty card in Oracle Retail Customer Engagement.

loyaltyAccountId

The ID for the loyalty account in Oracle Retail Customer Engagement.

loyaltyProgram

The ID and name of the loyalty program associated with the account in Oracle Retail Customer Engagement.

LoyaltyProgram

Level

The ID and name of the current level of the loyalty program to which the loyalty account belongs.

PointsBalance

The current points balance for the account.

CardInqPoints

Entry

The current points for the loyalty card for the following types of points:

EARNED: The amount of points earned.

ESCROW: The amount of escrow points.

BONUS: The amount of bonus points.

TYD: The total year to date points.

LTD: The total life to date points.

awardAccountId

The ID for the award account in Oracle Retail Customer Engagement.

awardProgram

The ID and name of the award program associated with the account in Oracle Retail Customer Engagement.

coupon amount

The amount of awards that were applied as a negative or positive to the loyalty card.

coupon ID

The ID of the coupon associated with the award coupon activity.

customerID

The Oracle Retail Customer Engagement customer ID associated with the loyalty card.

Sample Customer Engagement Automatic Redeem Response

<com.dtv.csx.webservices.card.v2__1.CardInquiryResponse>

<instrument>

<cardNumber>4926229554932421</cardNumber>

<cardSerialNumber>1313203001000174</cardSerialNumber>

<loyaltyAccount>

<com.dtv.csx.webservices.card.v2__1.CardInqLoyaltyAccount>

<loyaltyAccountID>40623</loyaltyAccountID>

<loyaltyProgram>

<value>Base Loyalty</value>

<id>17</id>

</loyaltyProgram>

<loyaltyProgramLevel>

<value>Silver</value>

<id>18</id>

</loyaltyProgramLevel>

<pointsBalance>

<points>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>EARNED</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>ESCROW</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>BONUS</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>YTD</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

<value>0.00</value>

<type>LTD</type>

</com.dtv.csx.webservices.card.v2__1.CardInqPointsEntry>

</points>

</pointsBalance>

</com.dtv.csx.webservices.card.v2__1.CardInqLoyaltyAccount>

</loyaltyAccount>

<awardAccount>

<com.dtv.csx.webservices.card.v2__1.CardInqAwardAccount>

<awardAccountID>40624</awardAccountID>

<awardProgram>

<value>Base Award</value>

<id>22</id>

</awardProgram>

<couponList>

<coupon>

<com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

<amount>10.00</amount>

<id>000000000003060000000000213922</id>

</com.dtv.csx.webservices.card.v2__1.CardInqAwardCoupon>

</coupon>

<type>BalanceAmounts</type>

</couponList>

</com.dtv.csx.webservices.card.v2__1.CardInqAwardAccount>

</awardAccount>

</instrument>

<customer>

<customerID>8359</customerID>

</customer>

</com.dtv.csx.webservices.card.v2__1.CardInquiryResponse>

Customer Engagement getAwardAccoutHistory Method

The getAwardAccountHistory method retrieves all of the award coupon account activity for the loyalty account specified. This method is specific to the award coupon transactions associated with the loyalty card and does not include loyalty points.

When called? The system calls this method when you select Loyalty History on the Display Loyalty Account Screen.

Note: If the number of records available in the Customer Engagement Award Account History Response exceeds the maximum setting in Oracle Retail Customer Engagement, a relateExceptionCode will be in the response with a value of MAXIMUM_LOOKUP_RESULTS_ERROR and the response will not include any history. If this occurs, Order Management System displays a message similar to the following, where 400 is the maximum setting defined in Oracle Retail Customer Engagement: Max results exceeded of: 400.

Customer Engagement Award Account History Request

Order Management System sends the following information to Oracle Retail Customer Engagement.

Variable

Description

cardNumber

The loyalty card number whose loyalty award coupon account activity you wish to review.

currencyCode

The default currency defined in the Local Currency Code (A55) system control value.

historyStartDate

The start date of the loyalty award coupon account activity to return in the Oracle Retail Customer Engagement Loyalty Account History Response. The start date defaults to the current date minus 2 years in order to get 2 year’s worth of loyalty points account activity; for example, if the current date is 3/4/2014, the start date will be 3/4/2012.

historyEndDate

The end date of the loyalty award coupon account activity to return in the Oracle Retail Customer Engagement Loyalty Account History Response. The end date defaults to the current date.

Sample Customer Engagement Award Account History Request

Card#: 8903177188783483 Curr: USD Start date: 2012-03-05T09:46:43.580-05:00 End date: 2014-03-05T09:46:43.580-05:00

Customer Engagement Award Account History Response

The getAwardAccountHistory method returns a CardInquiryResponse. Oracle Retail Customer Engagement sends the following information to Order Management System.

Element

Description

status

OK defaults if there are no problems with the records in the reponse.

cardNumber

The loyalty card number associated with the loyalty award coupon account activity.

cardSerialNumber

The serial number assigned to the loyalty card in Oracle Retail Customer Engagement.

awardAccountId

The ID for the award account in Oracle Retail Customer Engagement.

awardProgram

The ID and name of the award program associated with the account in Oracle Retail Customer Engagement.

coupon amount

The amount of awards that were applied as a negative or positive to the loyalty card.

coupon ID

The ID of the coupon associated with the award coupon activity.

transactionType

The type of transaction activity performed. The Display Loyalty Account History Screen displays all types of activity except Inquiry.

awardTransaction

ID

The Oracle Retail Customer Engagement assigned activity transaction number for the record.

locationID

The location ID where the transaction was performed.

createUser

The ID of the user that performed the activity.

voidFlag

true defaults if the activity has been voided; otherwise, false defaults.

comments

Informational comments associated with the activity.

retailTransactionId

The retail transaction ID associated with the activity.

activityDateTime

The date when the activity occurred.

activityAmount

The amount of awards that were applied as a negative or positive to the loyalty card.

requestedAmount

The amount of awards that were applied as a negative or positive to the loyalty card.

couponId

The ID of the coupon associated with the award coupon activity.

reasonCode

The reason for the award coupon activity.

Sample Award Account History Response

<com.dtv.csx.webservices.award.v1__2.CardInquiryResponse>

<responseStatus>

<dateTime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>9</orig__hour>

<orig__minute>46</orig__minute>

<orig__second>43</orig__second>

<orig__fracSeconds>0.000</orig__fracSeconds>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>9</hour>

<minute>46</minute>

<second>43</second>

<fractionalSecond>0.000</fractionalSecond>

</dateTime>

<status>OK</status>

</responseStatus>

<instrument>

<cardNumber>8903177188783483</cardNumber>

<cardSerialNumber>1313203001000172</cardSerialNumber>

<awardAccount>

<com.dtv.csx.webservices.award.v1__2.CardInqAwardAccount>

<awardAccountID>40620</awardAccountID>

<awardProgram>

<value>Base Award</value>

<id>22</id>

</awardProgram>

<couponList>

<coupon>

<com.dtv.csx.webservices.award.v1__2.CardInqAwardCoupon>

<amount>10.00</amount>

<id>000000000003050000000000213917</id>

</com.dtv.csx.webservices.award.v1__2.CardInqAwardCoupon>

</coupon>

<type>BalanceAmounts</type>

</couponList>

<awardAccountActivityList>

<awardAccountActivity>

<com.dtv.csx.webservices.award.v1__2.CardInqAwardAccountActivity>

<transactionType>Inquiry</transactionType>

<awardTranId>S442180</awardTranId>

<locationId>69007</locationId>

<createUser>OROMS-KBOTTGER</createUser>

<voidFlag>false</voidFlag>

<businessDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>-2147483648</orig__hour>

<orig__minute>-2147483648</orig__minute>

<orig__second>-2147483648</orig__second>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>-2147483648</hour>

<minute>-2147483648</minute>

<second>-2147483648</second>

</businessDate>

<retailTransactionId>00069007000000002014030500000000</retailTransactionId>

<activityDateTime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>9</orig__hour>

<orig__minute>46</orig__minute>

<orig__second>39</orig__second>

<orig__fracSeconds>0.000</orig__fracSeconds>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>9</hour>

<minute>46</minute>

<second>39</second>

<fractionalSecond>0.000</fractionalSecond>

</activityDateTime>

<activityAmount>0.00</activityAmount>

<workstationId>0</workstationId>

<requestedCurrencyCode>USD</requestedCurrencyCode>

<sequenceNumber>0</sequenceNumber>

</com.dtv.csx.webservices.award.v1__2.CardInqAwardAccountActivity>

<com.dtv.csx.webservices.award.v1__2.CardInqAwardAccountActivity>

<transactionType>IssueCoupon</transactionType>

<awardTranId>S442141</awardTranId>

<locationId>69007</locationId>

<createUser>OROMS-KBOTTGER</createUser>

<voidFlag>false</voidFlag>

<comments></comments>

<businessDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>-2147483648</orig__hour>

<orig__minute>-2147483648</orig__minute>

<orig__second>-2147483648</orig__second>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>-2147483648</hour>

<minute>-2147483648</minute>

<second>-2147483648</second>

</businessDate>

<retailTransactionId>00069007000000002014030500000000</retailTransactionId>

<activityDateTime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>9</orig__hour>

<orig__minute>35</orig__minute>

<orig__second>10</orig__second>

<orig__fracSeconds>0.000</orig__fracSeconds>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>9</hour>

<minute>35</minute>

<second>10</second>

<fractionalSecond>0.000</fractionalSecond>

</activityDateTime>

<activityAmount>10.00</activityAmount>

<operatorId></operatorId>

<workstationId>0</workstationId>

<requestedAmount>10.00</requestedAmount>

<requestedCurrencyCode>USD</requestedCurrencyCode>

<exchangeRate>1.0</exchangeRate>

<couponId>000000000003050000000000213917</couponId>

<reasonCode>SYSTEM</reasonCode>

<sequenceNumber>0</sequenceNumber>

</com.dtv.csx.webservices.award.v1__2.CardInqAwardAccountActivity>

<com.dtv.csx.webservices.award.v1__2.CardInqAwardAccountActivity>

<transactionType>ActivateAccount</transactionType>

<awardTranId>S442140</awardTranId>

<locationId>69007</locationId>

<createUser>OROMS-KBOTTGER</createUser>

<voidFlag>false</voidFlag>

<businessDate class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>-2147483648</orig__hour>

<orig__minute>-2147483648</orig__minute>

<orig__second>-2147483648</orig__second>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>-2147483648</hour>

<minute>-2147483648</minute>

<second>-2147483648</second>

</businessDate>

<retailTransactionId>00069007000000002014030500000000</retailTransactionId>

<activityDateTime class="org.apache.xerces.jaxp.datatype.XMLGregorianCalendarImpl">

<orig__year>2014</orig__year>

<orig__month>3</orig__month>

<orig__day>5</orig__day>

<orig__hour>9</orig__hour>

<orig__minute>35</orig__minute>

<orig__second>10</orig__second>

<orig__fracSeconds>0.000</orig__fracSeconds>

<orig__timezone>-300</orig__timezone>

<year>2014</year>

<month>3</month>

<day>5</day>

<timezone>-300</timezone>

<hour>9</hour>

<minute>35</minute>

<second>10</second>

<fractionalSecond>0.000</fractionalSecond>

</activityDateTime>

<activityAmount>0.00</activityAmount>

<workstationId>0</workstationId>

<reasonCode>SYSTEM</reasonCode>

<sequenceNumber>0</sequenceNumber>

</com.dtv.csx.webservices.award.v1__2.CardInqAwardAccountActivity>

</awardAccountActivity>

</awardAccountActivityList>

</com.dtv.csx.webservices.award.v1__2.CardInqAwardAccount>

</awardAccount>

</instrument>

<customer>

<customerID>8345</customerID>

</customer>

</com.dtv.csx.webservices.award.v1__2.CardInquiryResponse>

OE01_30 OROMS 17.0 2018 OTN