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Override the Escrow Date for Transactions

You can ignore or reduce the escrow period for transactions if necessary. For example, you can choose to override the escrow period for specific products or services.

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

To reduce the escrow period for a transaction, enter the date to roll over the points in the Escrow Points Credit Date field of the Transaction Journal record. On the escrow points credit date, points are automatically rolled over from the associated member's escrow points balance to their points balance.

To remove the escrow period for a transaction, ensure that the dates specified in the Activity Date and Escrow Points Credit Date fields of the Transaction Journal record are the same. On the escrow points credit date, points are automatically credited to the associated member's points balance but the points aren't credited to the member's escrow points balance.

To automatically roll over points from the member's escrow points balance to their points balance, use the Roll Over Escrow Points to Members Data Processing Engine template definition. If a transaction's escrow points credit date is same as the activity date, the definition automatically credits points to the member's points balance.

Example
Example A loyalty program has an escrow period of 15 days for most products. There’s no escrow period for the Level X product. For the Super Kicks product, the escrow period is 10 days. Members are awarded 750 points for purchasing Level X and 500 points for purchasing Super Kicks.

On March 1, 2023, a new member purchases Super Kicks and Level X. Here are the details of the two transactions journals that are created and the member's balances.

Transaction Journal Number Associated product Activity Date Escrow Points Credit Date Escrow points Balance Points balance
1 Level X March 1, 2023 March 1, 2023 0 0
2 Super Kicks March 1, 2023 March 10, 2023

Here are the updated balances of the member after both transactions are processed and the Roll Over Escrow Points to Members definition is run on March 1, 2023.

Escrow Points Balance Points Balance Details
500 750
  • For the transaction journal associated with Level X, 750 points are credited to the member's points balance.
  • For the transaction journal associated with Super Kicks, 500 points are credited to the member's escrow points balance.

Here are the updated balances of the member after the Roll Over Escrow Points to Members definition is run on March 10, 2023.

Escrow Points Balance Points Balance Details
0 1,250 For the transaction journal associated with Super Kicks, points are rolled over from the escrow points balance to the points balance.

See Also