Setting Up Accrual Templates

The following procedure describes how to set up accrual templates.

To set up accrual templates

  1. Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Accrual Template tab.

  2. To add a template, click New, then enter the name and description.

  3. Select attributes for the template.

  4. For each attribute, select whether you want a Mandatory Check or a Duplicate Check.