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Siebel Loyalty Administration Guide > Using Siebel Loyalty with Partners > Managing Partner Fees and Point BalancesBecause of an agreement with the partner, a host company can charge a partner fees for various transactions and services for a given loyalty program. Fees can include either a currency or points. Fees that have been wrongfully applied can also be refunded. Fees applied in points are refunded as a credit to the partner's point balance. The host company can use the Loyalty Partner Portal to adjust a partner's point balance by debiting or crediting points to any active point blocks. Adjusting a Partner's Point BalanceA partner's point balance is credited at the time points are purchased and debited when members accrue points with the partner. Numerous blocks of points having different expiration dates and sales prices are created at the time of credit. When members accrue points, these point blocks are debited based on a pricing rule, with the earliest expiration dates debited first. These point blocks require adjustment if there are errors in crediting or debiting point balances. Debiting a Partner's Point BalanceThe following procedure describes how to debit a partner's point balance. To debit a partner's point balance
NOTE: Once an adjustment transaction has been saved, it cannot be edited or deleted. Crediting a Partner's Point BalanceThe following procedure describes how to credit a partner's point balance. To credit a partner's point balance
NOTE: Once an adjustment transaction has been saved, it cannot be edited or deleted. Charging Partner Fees in PointsBecause of an agreement between the partner and the host company, the host company can charge the partner fees, either in points or currency, for delayed or erroneous transactions. Fees charged in points are recorded in the partner's point balance while fees charged in currency are subject to payment processing. To charge partner fees in points
NOTE: Once an adjustment transaction has been saved, it cannot be edited or deleted. Charging Partner Fees in CurrencyCharging fees in currency is handled outside of Siebel Loyalty. To charge fees in a currency, you must create an order in Siebel Order Management. A list of fee transactions can be generated using Oracle Business Intelligence and sent as an attachment along with the order. For more information, see Siebel Order Management Guide. Refunding Partner Fees in PointsA host company can refund point fees that might have been wrongly applied to a partner. To refund partner fees in points
NOTE: Once a refund transaction has been saved, it cannot be edited or deleted. |
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