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            Cancel an Accrual Transaction in Flows

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            Cancel an Accrual Transaction in Flows

            Use the Cancel Accrual Transaction action in flows to revert an accrual transaction and deduct points from a member’s point balance. When you specify the transaction journal ID and cancellation reason, the action picks up the ledgers from the transaction journal and adds another transaction journal entry of the Accrual Cancellation journal type.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled
            User Permissions Needed
            To create a flow: Manage Flows
            To access Loyalty Management actions in Flows: Loyalty Management
            Important
            Important Before admins set up automated processes to cancel transactions or service reps start managing customer queries related to transaction cancellation, make sure these prerequisites are available in the org. See Prerequisites for Managing Member Transactions.
            1. From Setup, in the Quick Find box, search for Flows, and then select Flows.
            2. Click New Flow.
            3. Select a flow type, and then click Next.
            4. Select a layout, and then click Next.
            5. Click +.
            6. Select Action.
            7. In the Category section, select Loyalty.
            8. Search for and select the Cancel Accrual Transaction action.
            9. Enter a name and API name for the action.
            10. Specify values for the input fields:
              • Transaction Journal ID
              • Reversal Category
              • Cancellation Reason
            11. Click Done.
            12. Save your changes, and then activate the flow.

              If you process a high volume of records in batches, use Batch Management jobs to ensure that records are processed in manageable chunks.

             
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