To Cancel a Transaction

The following procedure describes how to cancel a transaction.

To cancel a transaction

1. Navigate to the Loyalty Members screen.

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

3. Click the Transactions view tab.

4. In the Transactions list, use a query to find the transaction that the member wants to cancel.

5. With that transaction selected, click Cancel Transaction.

   Siebel Loyalty creates a new redemption transaction which undoes the effect of the cancelled transaction. The Cancelled Transaction ID field of this new transaction displays the Transaction Id of the transaction that was cancelled.

6. In the record for the new redemption transaction, in the Status field, choose Acceptable (if your company does not require manager approval) or Submitted (if your company does not require manager approval) to process the new transaction.

   When you cancel a transaction, it debits points that are closest to expiration, as a standard redemption transaction does, but it also debits qualifying points and lifetime qualifying points.