Things to Consider While Working with Member Groups

Things to Keep in Mind

Here are a few things to keep in mind when you create and manage member groups:

• Groups aren't associated with tiers.
• Qualifying points can't be transferred to a group.
• Points can't be adjusted for groups.
• Vouchers can't be issued to groups.
• Promotions can't be offered to groups.
• Accrual type transactions associated with a group can't be canceled.
• The Expire Fixed Non-Qualifying Points Data Processing Engine definition expires a group's points based on the currencies' expiration date.

Recommendations

• Transfer member points to groups in batches and after the escrow period for a transaction is over. This ensures that points are transferred to groups from the member’s point balance and not from the member's escrow point balance.
• Transfer member points to groups after all the Credit type Loyalty Ledger records are created for a transaction. This ensures that the Transfer Member Points to Groups action doesn't miss transferring points for any of the Loyalty Ledger records. The action can transfer points for a journal only once. If ledgers are created after points are transferred for a journal, these new ledgers aren't considered by the action.
• Create Accrual type Transaction Journals for Individual or Corporate members only. In most business scenarios, an Individual or a Corporate member's activity leads to the creation of a transaction journal.