Household Transactions

Household transactions use the total points earned by individual members of a household.

Let's say you assign an individual member to a household, and you select the Accrue to Household option. Here are the transaction scenarios that can occur:

  • The individual member earns points. The roll-up to the household creates a Redemption-Auto Accrual transaction for the individual member, and a corresponding Accrual-Auto Accrual transaction for the household.

  • An accrual transaction is canceled for an individual member. The roll-up to the household is also canceled, and both qualifying and non-qualifying points are redeemed from the household balance.

  • Any attributes and vouchers also roll back on the individual. Vouchers and attributes don't roll up to the household.

  • If the individual is associated with both a company and a household, then the points the individual earns from company transactions also roll up to the household.

Lifetime and qualifying point balances display at the individual member level.