Partner Billing

To track total points assigned by a business partner to program members, you can activate billing for the partner.

You must assign a billing type for the partner: prepaid or postpaid. You define partner term attributes and specify the conversion rates to apply to point types for partner transactions.

Prepaid Billing Partners

Prepaid partners purchase point blocks in advance. Then, as members earn points from qualifying partner transactions, Oracle Loyalty applies the conversion rate for the point type and deducts that number of points from the block point total. The partner must have sufficient points remaining in the point block to assign points to members.

Loyalty administrators or managers can add point blocks on behalf of the partner.

For cancellation transactions, Oracle Loyalty reverts the appropriate number of points to the point block.

If a partner has multiple point blocks created for the same point type, then Loyalty deducts the points from the block with the earliest start date first.

You use the Partner Debit Main Job to process the debits and credits to partner point blocks. This job queries all accrual transactions that involve partners whose billing type is Prepaid. For each prepaid partner transaction, the job debits the appropriate number of points from the partner's point block. For details on how to schedule jobs, see the Create a Batch Process topic.

Postpaid Billing Partners

For postpaid billing, you generate a bill at the end of each month using Oracle Loyalty partner billing analytics. Each time a member earns points for a qualifying partner transaction, Oracle Loyalty applies the conversion rate for the point type and includes those points in the billing.

Partner Term Attributes and Conversion Rates

For each point type you use with a billing partner, you must specify the conversion rate. Loyalty applies the conversion rate to determine the number of points to deduct from a partner's point block or to include in their billing.

For example, for a prepaid partner:

• If the conversion rate is 1 and 100 points are assigned to a member, then 100 points get deducted from the partner's point block.

• If the conversion rate is 2 and 100 points are assigned to a member, then 100 is multiplied by two, and 200 points get deducted from the partner's point block.