Dispute a Transaction

Let's say you need to update a member program after a member disagrees how the program transactions are accrued.

When this happens, you typically create a dispute accrual transaction, and it's usually for:

• A missing accrual transaction. A member claims that an accrual transaction doesn't appear on his statement.

• An incorrect accrual. A member claims that points received for an accrual transaction aren't correct.

Once the administration approvals are received, you change the dispute transaction status to Accrual Dispute Approval and submit the dispute transaction.

Here's how you create a dispute on an accrual transaction:

1. On the Members page, click the member name you need.

2. In the member overview page, click Loyalty Transactions and make these changes:

   • If you want to dispute an accrual transaction:

     1. Click the down arrow button next to the transaction and select Initiate Dispute.

     2. Click Save and Continue.

     3. On the transaction summary page, complete the necessary fields.

     4. Click Save.

   • If you want to report a missing accrual:

     1. Click Create Missing Accrual.

     2. On the Create Transaction page, complete the necessary fields.

     3. Click Save and Close.

3. When the dispute is resolved and you have the necessary approvals, change the transaction status to Accrual Dispute Approved.

4. Click Process.