Transaction Cancellations

It's likely that you might need to cancel a processed transaction that's no longer needed. It's a good idea to identify and configure the reversal actions that occur after you cancel a processed transaction. Keep in mind that:

When you cancel an accrual transaction, this results in a redemption transaction.
When you cancel a redemption transaction, this results in an accrual transaction.

Oracle Loyalty uses the transaction subtype Cancellation on all reversal (cancellation) transactions.

When you set up your loyalty program, you must create a promotion for each type of cancellation transaction. This sets up the particular reversal actions your loyalty program must take. You can name these promotions Accrual Cancellation and Redemption Cancellation, for example. The promotion rule criteria look for the Reversal Transaction type and Cancellation subtype attributes (which you must define), and then apply the actions you choose.

For your Accrual Cancellation promotion, keep these promotion actions in mind when creating the promotion rule.

Cancel Attribute. If you use an attribute to track a member's spending for an upgrade, then you can specify whether to reduce the attribute amount by the amount of the original transaction.
Cancel Points. If the original transaction assigned points, you can specify whether to subtract (redeem) the points from the member's point balance.
Cancel Voucher. If the original transaction granted vouchers, you can specify whether to cancel the vouchers.

For your Redemption Cancellation promotion, keep these promotion actions in mind when creating the promotion rule.

Cancel Attribute. If you were using an attribute to track a member's redeemed points, you can specify whether to reduce the points redeemed from the tracker.
Cancel Points. If the original transaction redeemed points, you can specify whether to restore the points to the member's point balance.
Cancel Voucher. If the original transaction used an earned voucher, you can specify whether to restore the voucher to the member.

You might be wondering what happens to loyalty points in transaction cancellations. Canceling a transaction doesn't impact the expiration date for points. If a member cancels a redemption, then some points might have expired since the member redeemed them. If so, then these points are no longer available if the redemption is canceled. These points are added back to the member's account, but the points have expired and can't be used. It's necessary to expire these points otherwise members could perform transactions and then cancel them in order to avoid expiration dates. Canceling a transaction that qualifies a member for applying a frequency or tier promotion doesn't impact the promotion's resulting actions. For example, you process a transaction and it triggers a frequency or a tier promotion, and the triggered promotion causes a points assignment (if it's a frequency promotion) or causes a tier upgrade (if it's a tier promotion). If you cancel this qualifying transaction, the resulting actions can't be reverted. That is, any points assigned in a resulting frequency promotion, or any tier upgrade in a resulting tier promotion, remain valid.