Entering an Order Payment in Points and Currency

When entering an order on behalf of a loyalty member, you can specify payment with a combination of points and currency. This ability is only available for products that are set up for multiple methods of payment. For more information, see Setting Up Products for Redemption by Siebel Loyalty.

When you enter an order to be paid with a combination of points and money, Siebel Loyalty uses the following formula to calculate how much money is needed to complete the transaction:

[Member’s Price] = [List Price] - ([Cost Per Point] * [Points to Use])

For example, suppose a particular airline flight costs $100 and each point is worth $1 toward the flight’s purchase price. A member wishes to pay 50 points toward that purchase. When you create a sales order and enter the points to use toward the purchase, Siebel Loyalty calculates the price as $50.

For detailed information about entering orders, see the chapter on creating a quote or order in Siebel Order Management Guide.

To enter an order payment in points and money

1. Navigate to the Loyalty Members screen and locate the member whose order you want to enter.

2. Click the hyperlink in the Member Number (#) field and click the Orders view tab.

3. On the Orders screen, enter a new order.

4. In the Type field, select Sales Order.

5. Click the hyperlink in the Order Number (#) field.

6. On the Sales Order form, select the applicable Price List.

7. Click the Line Items view tab.

8. Add a new record to the Line Items list, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Product	Select a product that is set up for multiple methods of payment.
   Net Price	Displays what the product costs in currency, after the value in the Points field is subtracted from the total price of the item.
   Txn Type	Select Redemption.
   Points	Enter a number of points that is less than the number needed to pay for the item in full.

9. From the list menu, select Reprice All.

   In the Net Price field, Siebel Loyalty displays the monetary price of the item minus the portion of its value that is covered by the points you entered.

10. If this item is taxable and you have Taxware installed, then from the view-level menu, choose Calculate Tax.

    The totals are updated to reflect the taxes charged on the order.

11. Click the Payments view tab and enter a form of payment for the nonpoints balance.

12. If the form of payment is a credit card, then click Authorize.

13. Click Submit.

14. To verify that the multiple payment types redemption transaction was processed as you expected:

    1. Navigate to the Loyalty Members screen and locate the member whose order you entered.

    2. Click the hyperlink in the Member Number (#) field and click the Transactions view tab.

    3. In the Transactions list, query for the Order Number (#) of the order you just processed.

    4. The Redemption Items list near the end of the view displays a record for only the number of points actually redeemed for the order.