Viewing Statement Information

The following procedure describes how to view statement information for a member.

To view statement information for a member

1. Navigate to the Loyalty Members screen.

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

3. Click the Statements view tab.

4. In the Statements list, click the Statement Number (#) hyperlink to view details about that statement:

   • The Statement form and More Info form include general information about the statement. Some fields are described in the following table.

     Field	Description
     Start Date	Displays the start date of the statement.
     End Date	Displays the end date of the statement.
     Available PT 1	Displays the balance of point-type-1 points available at the end date of the statement.
     PT 1 Qual This Statement	Displays the number of point-type-1 qualifying points received during the period of the statement.
     PT 1 Non-Qual This Statement	Displays the number of point-type-1 nonqualifying points received during the period of the statement.
     PT 1 Qual TC1 This Period	Displays the balance of point-type-1 points at the end of the period of the statement that are qualifying points for Tier Class 1.
     PT 1 Needed TC1	Displays the number of point-type-1 points that are needed to reach the next tier in Tier Class 1.
     Next Tier TC1	Displays the next tier that this member can reach in Tier Class 1.

   • The Memberships Card view lists all the membership cards for this member. For more information about membership cards, see Creating a Loyalty Membership Card Manually.

   • The Transactions view lists all the member’s transactions for the period of the statement. For information about transaction fields, see Entering Loyalty Members’ Orders.

   • The Vouchers Outstanding view lists any vouchers that are available to the member. For more information, see Managing Loyalty Members’ Vouchers.

   • The Vouchers Used view lists any vouchers that the member used during the statement period. For more information, see Managing Loyalty Members’ Vouchers.

   • The Frequency Bonuses view lists the points that a member received as the result of a frequency promotion. Some fields are described in the following table. These point accruals do appear in the Transactions view because they are not associated with one individual transaction, they are the result of several related transactions. For example, if a promotion gave a member a 1,000-point bonus after completing three SFO - BOS flights, then each flight is listed as a transaction in the Statement, Transactions view, and the 1,000 points is listed in the Statement, Frequency Bonuses view. For more information about frequency bonuses, see Types of Loyalty Promotions.

     Field	Description
     Point Type	Displays the point type needed to qualify for this bonus.
     Qual	If this check box is checked, then only qualifying points count toward the bonus. If it is not checked, then only nonqualifying points count toward the bonus.
     Number (#) of Points	Displays the number of points needed to qualify for this bonus.
     Expiration Date	Displays the date when the bonus offer expires.
     Process Date	If the member has qualified for the bonus, then this field displays the date when Siebel Loyalty gave the member the bonus.