Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Working with Loyalty Members Using the Siebel Application Interface >

Using Transactions with Consolidated Accrual Items

Members of retail loyalty programs generally earn a small numbers of points for each transaction. For example, customers at a supermarket chain might have 50 to 100 items in an order, which would create at least that many accrual items in Siebel Loyalty.

A single redemption might process such a large number of items that it slows the redemption process. For example, for a single redemption transaction of 5000 points, the Loyalty engine might have to consume hundreds of accrual items, each with a value of ten to twenty.

To speed up the process of redemption for retail loyalty programs, Siebel Loyalty lets you consolidate all the accrual items of a single order into a single accrual item. The Loyalty engine processes the single consolidated accrual item, saving it the time of processing all of the individual accrual items. Consolidation is synchronous with the processing of each individual transaction.

Consolidating Accrual Items for Retail Transactions

The accrual items consolidation process applies to all transactions which have Retail selected in the Source field. The accrual items for all transactions that have the same order number are added based on their point type and expiry dates.

Create consolidated accrual transactions in the same way you create other accrual transactions. For more information, see Entering Loyalty Members' Transactions.

These transactions are consolidated under the following conditions:

• In the Source field in the Transaction list, Retail is selected.
• In the Order Number field, multiple transactions have the same order number, with Retail selected for all these transactions.
• It is recommended that the transactions have few promotions that apply to them.

Viewing Accrual Line Items for Transactions with Consolidated Accrual Items

You can view the accrued points for each accrual line item in a transaction with consolidated accrual items. The line items all must have Retail entered in the Source Field.

To view line items for transactions with consolidated accrual items

1. Navigate to the Loyalty Transactions screen.
2. In the Transactions list, drill down on the Transaction ID of a consolidated accrual transaction.
3. Click the Point Items view tab.

   The Accrual Line Items list contains all the individual accrual items that were rewarded in the transaction.

Viewing Total Accrued Points for Transactions with Consolidated Accrual Items

NOTE:  The consolidated reward for all the transactions in that order can be viewed in the Points Balances view. Search for the order number, and the accrual item shows the consolidated value for this order.

To view total accrued points for transactions with consolidated accrual items

1. Navigate to the Loyalty Members screen.
2. Drill down on the member who performed the transaction.
3. Click the Point Items view tab.
4. In the Point Items list, in the Order Number field, query to find the order you want.

   The Point Item record shows the total consolidated number of points for this order in the Qty, Point Type, and Point Sub Type fields.

Cancelling Transactions with Consolidated Accrual Items

To cancel a transaction that is associated with consolidated accrual items, you can use the Cancel Order Web service. You can either:

• Cancel an entire order, which cancels all transactions associated to the order. To cancel the order, pass the Source field of Retail and the Order Number (#) to the Web service.
• Cancel a single transaction in the order. To cancel a transaction, pass the Source field of Retail and Transaction Id to the Web service.

For more information, see Siebel CRM Web Services Reference.

When you cancel a transaction, the accrual line items associated with the transaction are reverted to their previous value, and the accrual item associated with the transaction is consumed. The cancellation works in the same way as a cancellation of a non-consolidated accrual item: if the accrual item is partially or fully used, then other accrual items are consumed to redeem points equivalent to the points of the canceled accrual line item. You can also cancel individual transactions in the usual way, described in Cancelling Loyalty Members' Transactions.