Cancel a Redemption Transaction in Flows

Use the Cancel Redemption Transaction action in flows to revert a redemption transaction and credit points back to 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 Redemption 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 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 Redemption 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.