Rolling Up Points from Child Members to a Parent Member

After adding the child member and parent member, you can roll up points using the following procedure.

Note: The points are not double-counted, because only the child member or the parent member has them as available points at any given time. However, for purposes of placing members in a tier level, the same qualifying points count as credit for both the child member and the parent member.

To roll up points from child members to a parent member

1. Navigate to the Loyalty Members screen.

2. In the Members list, select the record for the parent member.

3. Click the parent member record’s Member Number (#) hyperlink.

4. Click the Child Members view tab.

5. In the Child Members list, select a child member whose points you want to add to the parent member’s balance.

6. Click the child member record’s Member Number (#) hyperlink.

7. Click the More Info view tab, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Accrual To	Member to which the child’s points are credited. Select the parent member.
   Auto Accrual Start Date	Start date for the transactions that roll up points from the child member to the parent member. Accept the default of today’s date or enter a future date. Note: You cannot set this field to a date in the past.

   As of the Auto Accrual Start Date, the child member’s points are added to the parent member’s balance. In addition, the Siebel Loyalty adds subsequent point accruals by the child member to the parent member’s balance.