Using Vouchers

Vouchers are used by associating them with a transaction. Members can use two types of vouchers:

• A specific voucher. The member presents a voucher with a unique identifier, the voucher number.

• A generic voucher type. The member does not present a specific voucher number, but instead makes Siebel Loyalty use one or more vouchers of some general voucher type. For example, an airline customer can have Siebel Loyalty use three 500 mile upgrade vouchers. When the member uses a generic voucher type, Siebel Loyalty automatically uses the vouchers that are closest to expiring.

Members can use vouchers with either an accrual transaction (for example, by using upgrade vouchers on airline flight) or a redemption transaction (for example, by using vouchers to get a free hotel stay).

To use a voucher

1. Navigate to the Loyalty Members screen.

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

3. Click the Transactions view tab.

4. Create an accrual or a redemption transaction, and enter all required fields.

5. Use the voucher in one of these ways:

   • Choose a specific voucher in the Voucher Number (#) field.

   • Specify the generic vouchers used by selecting a type in Voucher Type field and entering a quantity in the Voucher Qty fields.

6. Submit and process the transaction.

7. Click the Vouchers view tab.

8. In the Vouchers list, verify that the chosen voucher (or vouchers) has the field values shown in the following table.

   Field	Value
   Status	Used
   Processed Date	today’s date
   Used Date	the transaction's transaction date