Crediting a Partner’s Point Balance

The following procedure describes how to credit a partner’s point balance.

To credit a partner’s point balance

1. Navigate to the Partners screen, Partner List view.

2. In the Partners list, identify the partner company whose point balance that you want to adjust.

3. Click the Partner Name field’s hyperlink.

4. Click the Partner Transactions tab.

5. On the Partner Transactions list, create a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Transaction Date	Enter the date of the transaction.
   Program Name	Enter the name of the program.
   Type	Select Adjustment from the drop down menu.
   DR/CR	Select Credit.
   Points	Enter the amount of points to be credited from the point block. Note: Points entered as fees cannot exceed the points available in the selected point block.
   Point Block	Enter the Point Block.
   Description	Enter a description of the transaction.

Note: Once an adjustment transaction has been saved, it cannot be edited or deleted.