The Create Partner Ledgers and Update Partner Balances job calculates and updates partner points for prepaid billing or balance amount for postpaid billing. The definition also creates credit and debit ledgers for partners.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions |
| Available in: Orgs that have the B2C - Loyalty Management Plus or the Loyalty Management - Advanced license enabled |
This table lists the key nodes used in the Create Partner Ledgers and Update Partner Balances Data Processing Engine template in the sequence in which the nodes are run:
| Node Type | Node Name | Description |
|---|---|---|
| Data Source |
|
Data sources used in the job for creating partner ledgers and updating partner balances. |
| Join | Add Journal Type Name to Journal | Adds the name of the journal type to transaction journals. |
| Join | Add Last Processed Date to Ledger | Adds the last-processed date of the definition to loyalty ledgers. |
| Join | Add Partner Credited Points | Adds points to partner-credited points for prepaid billing. |
| Join | Add Partner Debited Points | Adds points to partner-debited points for prepaid billing. |
| Join | Add Partner Points Conversion Factor to Ledger | Adds the accrual and redemption conversion factors of the partners to the related loyalty ledgers. |
| Join | Add Partners to Ledger | Adds information about the related partner to loyalty ledgers. |
| Join | Add Program Name of Partner | Adds the name of the loyalty program that the partner is associated with. |
| Join | Add Promotion Partner to Ledger | Adds partners of the promotion to loyalty ledgers. |
| Join | Add Promotion Type to Partner | Adds promotion type to the partner. |
| Filter | Filter Active and Joint Promotion Partners | Filters partners based on the active joint promotions. |
| Filter | Filter Credit Type Partner Ledgers | Filters partner ledgers of the Credit type. |
| Filter | Filter Debit Type Partner Ledgers | Filters partner ledgers of the Debit type. |
| Filter | Filter Ledgers Created After Last Processed Date | Filters partner ledgers created after the last-processed date. |
| Filter | Filter Partner Ledgers with Greater than Zero Points | Filters partner ledgers that have more than zero points or amount. |
| Filter | Filter Partners by Program | Filters partners based on the loyalty program they’re associated with. |
| Writeback Objects | Create Partner Ledgers | Creates Loyalty Program Partner Ledger records. |
| Writeback Objects | Create Partner Summary Ledgers | Creates Loyalty Program Partner Summary Ledger records. |
| Writeback Objects | Update Partner Records | For prepaid billing, updates partner records with debited points, credited points, and last-processed date. For postpaid billing, updates partner records with the debited amount, credited amount, and last-processed date. |
| Formulas | Calculate Partner Points or Amount | Calculates partner’s latest debited points and credited points, or amount. |
| Formulas | Calculate Points Based on Promotion Contribution | Calculates points based on a partner’s contribution percentage for the promotion. |
| Formulas | Calculates Partner Credited Points or Debited Points | Calculates points and updates the partner’s credited and debited points. |
| Formulas | Check Ledgers Created After Last Processed Date | Checks for ledgers created after the last-processed date. |
| Formulas | Determine Partner Ledger Status and Type | Determines the status and type of a new partner ledger. |
| Groups and Aggregates | Aggregates Loyalty Ledgers by Type | Aggregates loyalty ledgers by ledger type and by date of creation of the related loyalty ledger. |
| Groups and Aggregates | Aggregates Partner Points by Loyalty ledger Activity Date | Aggregates points or balance by the associated loyalty ledger's activity date and partner ledger type. |
Input Variables
You can define the input parameters for the job. So the input values are passed while running the job. These input values are considered while defining the filter criteria and expressions in different nodes. The input variables defined for the job are:
- Loyalty Program Name
- Run Date and Time
The values are passed while running the Data Processing Engine job.