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Configure Traceability of Points in Your Loyalty Program
Create currency subtypes and define how members earn and redeem these points.
Set Up Rules for Currency Subtypes
Design the rules for how members accrue and redeem currency subtypes. Create an accrual process to define the eligible activities and the currency subtypes to credit for each transaction. Similarly, create a redemption process to define the sequence for using the currency subtypes. This way you can enforce the use of certain points over others.
Track Redemptions and Associated Accruals in the Traceability Loyalty Ledger Object
All redemption ledgers are associated with a source ledger, which means every redemption is debited from a specific accrual ledger. When a loyalty process processes a redemption transaction journal, the loyalty process creates a corresponding debit loyalty ledger. It also creates a debit record in the Traceability Loyalty Ledger object with the details of the traceability relationship. View details of the associated credit ledger and the points consumed from each credit ledger. If a debit transaction is consuming points from multiple credit transactions, the same number of debit records are created in the Traceability Loyalty Ledger object for each association.
Every loyalty ledger record includes two related lists for the target debit ledgers and the source credit ledgers. A debit ledger record lists the related credit ledger associations in the Source Credit Loyalty Ledgers related list. In a credit ledger record, view the details of the consuming debit ledger records in the Target Debit Loyalty Ledgers related list.
If a traceable non-qualifying currency doesn’t have a currency subtype defined, the related credit loyalty ledgers doesn’t contain a value for the currency subtype. In such cases, the currency subtype of the credit ledger is referred to as Base.
