1. Loyalty Administration Guide
  2. Viewing Loyalty Members’ Point Items

Viewing Loyalty Members’ Point Items

The member service representative can use the Point Items list to view all of the transactions where a member has accrued points, with the quantity and expiration date of the points earned in each transaction.

A transaction debits or credits a member with points. Multiple promotions can give a member points as the result of a single transaction. When a member earns points from a transaction, a point item is created for each promotion's action that gives a member points. Thus, a single accrual transaction often results in multiple point items being created.

Expiration dates are calculated at the point item level based upon the rules described previously. All of the points within a point item are of the same point type and have the same expiration date.

When a redemption transaction is processed, its use of points is mapped back to point items. It uses the points from the point items that are closest to expiring. Since redemptions usually require more points than were earned from a single transaction or point item, most transactions use the points from multiple point items.

All of the points associated with a single point item do not have to be used at once. For example, if a redemption requires 500 points and the point item closest to expiring has 1,000 points, then 500 of those points are used for the redemption. The remaining 500 points either are used by a later redemption or expire. The point items that are used for a redemption transaction can be seen in the Loyalty Member, Transactions, Redemption Items list.

To view a member’s point items

  1. Navigate to the Loyalty Members screen.

  2. In the Members list, select the member and click its Member Number (#) hyperlink.

  3. Click the Point Items view tab.

    The Point Items list includes all transactions that earned points for the member. The Effective Date field displays the date from which the points are effective. The total number of points that the member has available is displayed in the Available Point field of the Members form. Points that have an effective date in the future are not included in the total of available points.

    Note: For accruals whose expiry date is in the past, you can click the Expire Points button to deduct remaining points from a member’s point total and increment the accruals used point total. A redemption record is also created. The Expire Points button only works for accruals whose expiry date is in the past.