Creating the Admin - Retro Accruals Base Promotion

When you define a Retroactive Tier program, you must create the Admin - Retro Accruals base promotion to determine the type of retroactive tier logic that is used.

Note: The rules for the Admin- Retro Accruals promotion are for illustration purposes only. Actual implementation requirements can vary. If you decide you do no want to use retroactive tier logic, then you can deactivate this base promotion.

To create the Admin - Retro Accruals base promotion

  1. Navigate to the Loyalty Promotions Administration screen.

  2. Add a new record to the Promotions list, and enter the values that are provided in the following table.

    Field Value

    Name

    Admin - Retro Accruals

    Always Apply

    Y

    Apply To

    Accrual-Product

    Program

    Enter the name of the program.

    Partner

    Enter the partners for the program.

    Product Inclusion

    All Products

    Promotion Start

    Enter one day before today’s date.

    Promotion End

    Leave this field blank, because you do not want the base promotion to expire.

  3. Click the Promotion Number (#) field’s hyperlink.

  4. Click the Rules view tab.

  5. Create the first rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Retro Txns 1 month ago A

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age < 1 Month

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Less Than

    11. Add a new record to the Values list and enter 30 in the Value field.

    12. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      TC1 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    13. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this Object

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    14. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      TC2 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    15. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    16. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      TC1 Current QP End, Txn Date

      Type of Comparison

      Compare to Object

    17. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Current QP End

      Compare this object

      Condition

      Is Greater Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    18. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      7

      Name

      TC1 Current QP End < Today

      Type of Comparison

      Compare to Object

    19. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Current QP End

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Current Date

    20. Click the Actions view tab.

    21. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Automatic

      Type

      RTC Automatic

  6. Create the second rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Retro Txns 1 Month Ago B

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age < 1 Month

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Less Than

    11. Add a new record to the Values list and enter 30 in the Value field.

    12. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      TC1 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    13. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    14. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      TC2 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    15. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    16. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      TC2 Current QP End, Txn Date

      Type of Comparison

      Compare to Object

    17. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Current QP End

      Compare this object

      Condition

      Is Greater Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    18. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      7

      Name

      TC2 Current QP End < Today

      Type of Comparison

      Compare to Object

    19. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Current QP End

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Current Date

    20. Click the Actions view tab.

    21. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Automatic

      Type

      RTC Automatic

  7. Create the third rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Retro Txns 1 month ago C

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age < 1 Month

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Less Than

    11. Add a new record to the Values list and enter 30 in the Value field.

    12. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      TC1 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    13. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    14. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      TC2 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    15. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    16. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      TC1 Current QP Start, Txn Date

      Type of Comparison

      Compare to Object

    17. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Current QP Start

      Compare this object

      Condition

      Is Greater Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    18. Click the Actions view tab.

    19. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Automatic

      Type

      RTC Automatic

  8. Create the fourth rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      Retro Txns 1 month ago D

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age < 1 Month

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Less Than

    11. Add a new record to the Values list and enter 30 in the Value field.

    12. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      TC1 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    13. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    14. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      TC2 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    15. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    16. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      TC2 Current QP Start, Txn Date

      Type of Comparison

      Compare to Object

    17. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Current QP Start

      Compare this object

      Condition

      Is Greater Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    18. Click the Actions view tab.

    19. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Automatic

      Type

      RTC Automatic

  9. Create the fifth rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      Retro Txns 1 -3 months ago

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age, 1 Month

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Greater Than

    11. Add a new record to the Values list and enter 29 in the Value field.

    12. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      Transaction Age < 3 Months

      Type of Comparison

      Compare to Values

    13. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Less Than

    14. Add a new record to the Values list and enter 90 in the Value field.

    15. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      TC1 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    16. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    17. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      TC2 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    18. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    19. Click the Actions view tab.

    20. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Automatic

      Type

      RTC Automatic

  10. Create the sixth rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      Retro Txns 3 - 8 months ago

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age, 3 Months

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Greater Than

    11. Add a new record to the Values list and enter 89 in the Value field.

    12. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      4

      Name

      Transaction Age < 8 Months

      Type of Comparison

      Compare to Values

    13. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Less Than

    14. Add a new record to the Values list and enter 240 in the Value field.

    15. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      5

      Name

      TC1 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    16. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    17. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      6

      Name

      TC2 Previous QP Start < Txn Date

      Type of Comparison

      Compare to Object

    18. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Less Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    19. Click the Actions view tab.

    20. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Manual

      Type

      RTC Manual

  11. Create the seventh rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      7

      Name

      Retro Txns, 8 months

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      Transaction Age, 8 months

      Type of Comparison

      Compare to Values

    10. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Age

      Condition

      Is Greater Than

    11. Add a new record to the Values list and enter 239 in the Value field.

    12. Click the Actions view tab.

    13. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Adjust Qualifying Points

      Type

      RTC Adjust Qualifying Points

  12. Create the eighth rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      8

      Name

      Retro Txns Prior to Previous QP TC2

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      TC2 Previous QP Start, Txn Date

      Type of Comparison

      Compare to Object

    10. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC2 Previous QP Start

      Compare this object

      Condition

      Is Greater Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    11. Click the Actions view tab.

    12. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Adjust Qualifying Points

      Type

      RTC Adjust Qualifying Points

  13. Create the ninth rule for this promotion:

    1. Add a new record to the Rules list, and enter the values in the following table.

      Field Value

      Sequence

      9

      Name

      Retro Txns Prior to Previous QP TC1

      Apply To

      Transactions

    2. Click the Name field’s hyperlink.

    3. Add a new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      Check Txn Points

      Type of Comparison

      Compare to Values

    4. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Transaction Points

      Condition

      Is Greater Than

    5. Add a new record to the Values list and enter 0 in the Value field.

    6. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      2

      Name

      Is Qualifying?

      Type of Comparison

      Compare to Values

    7. In the Compare to Values Detail form, enter the values in the following table.

      Field Value

      Object

      Transaction

      Attribute

      Is Qualifying

      Condition

      Equals

    8. Add a new record to the Values list and enter Y in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

      Field Value

      Sequence

      3

      Name

      TC1 Previous QP Start, Txn Date

      Type of Comparison

      Compare to Object

    10. In the Compare to Object Detail form, enter the values in the following table.

      Section Field Value

      Compare this object

      Object

      Member

      Compare this object

      Attribute

      TC1 Previous QP Start

      Compare this object

      Condition

      Is Greater Than

      To this object

      Object

      Transaction

      To this object

      Attribute

      Transaction Date

    11. Click the Actions view tab.

    12. Add a new record to the Actions list, and enter the values in the following table.

      Field Value

      Sequence

      1

      Name

      RTC Adjust Qualifying Points

      Type

      RTC Adjust Qualifying Points

  14. Click Activate to activate the Admin - Retro Accrual promotion.