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Consolidation of Fixed-Type, Non-Qualifying Points for Expiration
Automate the consolidation and expiry of fixed-type, non-qualifying points of members. You can consolidate members' points in the Loyalty Aggregated Point Expiration Ledger object in real time or in batches. By aggregating non-qualifying points in the Loyalty Aggregated Point Expiration Ledger object, you can decouple the points expiration process from the Loyalty Ledger records.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled |
- The expiration date of points credited back to members for canceled redemption is automatically calculated.
- The points that are debited from members for canceled accruals are deducted based on the activity date of the canceled transaction and points aren’t deducted using the first-in, first-out model.
- Members can be provided a simple break-up of their points by their expiration date.
Records are created in the Loyalty Aggregated Point Expiration Ledger object based on:
- Loyalty program member
- Currency associated with the member
- Expiration date of the points
A record is created for each member when their points for a currency expire on a particular date. A record is updated when the associated member is credited points that are of the associated currency and have the same expiration date.
Here are the scenarios where you can consolidate points for expiration in the Loyalty Aggregated Point Expiration Ledger object:
- Points credited by multiple ledgers expire on the same date. For example, multiple Loyalty Ledger records are created for a transaction because multiple promotions are applied to the transaction.
- Expiration of member points is extended until the end of the month.
- Loyalty Ledger records must be archived to ensure that your org remains within the record limit.
- If the currency has an escrow period, points credited by the ledgers are rolled to the members' points balance.
- Until the associated transaction journals' reversal period is over.
Consolidate Points in Real Time
You can consolidate member points in the Loyalty Aggregated Point Expiration Ledger object as soon as points are credited to members. To consolidate member points in real time, turn on the Consolidate members’ fixed non-qualifying points in real-time setting.
After you turn on the setting, clone the Aggregate Fixed Non-Qualifying Points in Expiration Ledgers Data Processing Engine definition and run the definition one time. This run ensures that points credited to members before you turned on the setting are consolidated in the Loyalty Aggregated Point Expiration Ledger object.
To expire member points, clone the Expire Fixed Non-Qualifying Points Using Aggregated Expiration Ledgers Data Processing Engine definition and run it based on your requirements. You can use a scheduled flow to run the definition to expire points based on your loyalty program’s non-qualifying currency expiration model.
Consolidate Points in Batches
You can consolidate member points in batches. For example, consolidate member points one time a day or at a frequency of your choice. To consolidate member points in batches, clone the Aggregate Fixed Non-Qualifying Points in Expiration Ledgers Data Processing Engine definition and use a scheduled flow to run it based on your requirement.
To expire member points, clone the Expire Fixed Non-Qualifying Points Using Aggregated Expiration Ledgers Data Processing Engine definition and run it based on your requirements. You can use a scheduled flow to run the definition to expire points based on your loyalty program’s non-qualifying currency expiration model.
What Happens When Points Are Adjusted and When Transactions Are Canceled?
Here’s how members’ points are adjusted when transactions are canceled or points are adjusted:
| Scenario | Result |
|---|---|
| Points are credited to a member for a canceled redemption |
|
| Points are credited to a member for positive points adjustment | |
| Points are debited from a member’s point balance for a canceled accrual | Points are deducted from the Loyalty Aggregated Point Expiration Ledger record where the expiration date is the same as the expiration date of the points that were initially credited to the member. |
| Points are debited from a member’s point balance for negative points adjustment | Points are deducted from the Loyalty Aggregated Point Expiration Ledger record with the latest points expiration date. |
After points are credited to members, a Loyalty Aggregated Point Expiration Ledger record is created:
| Member | Currency | Expirable Points | Expiration Date | Status |
|---|---|---|---|---|
| Maria Jimenez | Reward Points | 300 | January 31, 2023 | Active |
Maria places another order with one order line a couple of days later. Maria is credited 300 Reward Points for this transaction. These points also expire at the end of January 2023. Maria's Loyalty Aggregated Point Expiration Ledger records look like this after points are consolidated for the transaction:
| Member | Currency | Expirable Points | Expiration Date | Status |
|---|---|---|---|---|
| Maria Jimenez | Reward Points | 600 | January 31, 2023 | Active |
The Expire Fixed Non-Qualifying Points Using Aggregated Expiration Ledgers definition is run on January 31, 2023. Here's what Maria's Loyalty Aggregated Point Expiration Ledger records look like:
| Member | Currency | Expirable Points | Status |
|---|---|---|---|
| Maria Jimenez | Reward Points | 600 | Inactive |
- Enable Consolidation of Fixed-Type, Non-Qualifying Points of Members in Real Time
You can consolidate members’ fixed-type, non-qualifying points as soon as they’re credited to members. - Enable Consolidation of Fixed-Type, Non-Qualifying Points of Members in Batches
You can choose to consolidate member points in batches. After points are credited to members, you can run a Data Processing Engine definition to consolidate members’ fixed-type, non-qualifying points. You can run another Data Processing Engine definition to expire members’ fixed-type, non-qualifying points. When you enable this setting, the system adds two template Data Processing Engine definitions to your org. - Aggregate Fixed Non-Qualifying Points in Expiration Ledgers
Run the Aggregate Fixed Non-Qualifying Points in Expiration Ledgers Data Processing Engine definition if you decide to consolidate members’ fixed-type, non-qualifying points in batches. Before you run the definition, make sure that there are no duplicate loyalty aggregated points expiration ledgers. - Expire Fixed Non-Qualifying Points by Using Aggregated Expiration Ledgers
Use the Expire Fixed Non-Qualifying Points Using Aggregated Expiration Ledgers Data Processing Engine definition to expire members’ fixed-type, non-qualifying points. Run the definition to expire member points regardless of whether you’re consolidating member points in real time or in batches. - Expire Fixed Non-Qualifying Points by Using Aggregation Ledgers and Traceable Ledgers
Use the Expire Fixed Non-Qualifying Points Using Aggregation Ledgers and Traceable Ledgers Data Processing Engine definition to expire fixed-type, non-qualifying points for members and currencies without pending traceability ledgers. Run the definition to expire member points regardless of whether you’re consolidating member points in real time or in batches.
