Configuring Membership Claim Adjustment Limits

You can set restrictions or limits on the points that can be adjusted when submitting membership claims. Adjustment Limits allows you to configure the rules for limiting the points adjustments that can be made to membership claims. When a user with the required permissions submits a claim, the user can select "Limited Adjustment" as the record type and enter adjustment amounts. If the total points the user adjusts exceeds the upper threshold of the claim adjustment rule, an error message will display and the user will not be allowed to submit the claim. However, if the points for the claim adjustment falls within the upper and lower threshold amounts of the rule, the claim can be saved and submitted. From the Membership Claims screen, a Loyalty Administrator will determine whether or not to approve or reject the claim. If approved, the values from the claim will auto-populate as a member's points adjustment.

Adding Membership Claim Adjustment Limits

1. From the Administration menu, select Client Relations, then Membership Management, then select Claim Adjustment Limits.

2. Click New and enter the following details:

   1. Code: Enter the claim adjustment limit code.

   2. Description: Enter the description for the claim adjustment limit.

   3. Property: Enter the properties where the limit applies.

   4. Billing Group: Select a billing group from the list to associate with the claim adjustment limit.

   5. Awards Limit: Enter lower and upper threshold limits for award points.

   6. Tier Stays Limit: Enter lower and upper threshold limits for the tier points for stay.

   7. Tier Nights Limit: Enter lower and upper threshold limits for the tier points for nights.

   8. Tier Revenue Limit: Enter lower and upper threshold limits for the tier points for revenue.

3. Click Save.

Editing Membership Claim Adjustment Limits

1. From the Administration menu, select Client Relations, then Membership Management, then select Claim Adjustment Limits.

2. Enter search criteria, then click Search.

3. Select the claim limit in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Membership Claim Adjustment Limits

1. From the Administration menu, select Client Relations, then Membership Management, then select Claim Adjustment Limits.

2. Enter search criteria, then click Search.

3. Select the claim limit in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.