---
schema_version: "1"
id: f9ecb57881d12e5edda029ee5b69abd97d4cfb09fc911eb1c2e2ecb15f5c08f1
title: Learn About Journal Types and Subtypes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/journal_type_subtype.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.journal_type_subtype.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c615b59174e6ba9c7ebfd163fffb0a96044ce89f2b90e760685d950d2814039e
description: Journal types and subtypes help categorize transaction journals. Specifying the journal type and subtype of a transaction journal helps you to design processes that process transaction journals based on their type and subtype. For example, you create transaction journals of the type Accrual and subtype Member Enrollment to credit points to members for joining a loyalty program. Now you can design a process to credit points to new members when the member’s transaction type is Accrual and subtype is Member Enrollment.
products:
  - Loyalty Management
release: "264"
---
# Learn About Journal Types and Subtypes

Journal types and subtypes help categorize transaction journals. Specifying the journal type and subtype of a transaction journal helps you to design processes that process transaction journals based on their type and subtype. For example, you create transaction journals of the type Accrual and subtype Member Enrollment to credit points to members for joining a loyalty program. Now you can design a process to credit points to new members when the member’s transaction type is Accrual and subtype is Member Enrollment.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Developer</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions that have Loyalty Management enabled</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_important.png)

Important To use journal types and subtypes that are provided with Loyalty Management in your sandbox, you need a full sandbox. The records aren’t available in partial copy sandboxes.

Loyalty Management provides these journal types and subtypes:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11969e74">Journal Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11969e77">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d11969e80">Example</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Accrual</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">
              <p>Provided for transaction journals for which points are credited to
                members.</p>
              <p>Two journal subtypes are provided with the Accrual journal type:</p>
              <ul>
                <li>Member Enrollment: Provided for transaction journals that are created to
                  credit points to a member for joining the loyalty program.</li>
                <li>Member Referral: Provided for transaction journals that are created to credit
                  points to a member for referring another member to the loyalty program.</li>
              </ul>
            </td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that’s created to credit points to a member for
              purchasing a product.</td>

          </tr>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Accrual Reversal</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">Provided for transaction journals that are created to debit points from members
              because they canceled an Accrual type transaction journal for which members were
              credited points.</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that’s created to debit points from a member when the
              member cancels a product for which the member was credited points.</td>

          </tr>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Manual Points Adjustment</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">Provided for transaction journals that are created to adjust points in the
              member’s points balance or the points that were debited or credited for a
              transaction journal. </td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that's created to credit points to a member as a token of
              apology because their product wasn’t delivered on time.</td>

          </tr>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Points Expiration</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">Provided for transaction journals that expire member points that are past the
              expiration date.</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that’s created on December 31 to debit the points that
              expired in December 30 from the member’s points balance.</td>

          </tr>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Qualifying Points Reset</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">Provided for transaction journals that reset the qualifying points balance of
              members to zero after the member’s qualifying period for a tier is over.</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that’s created to reset a member’s Qualifying currency
              points balance to zero on the qualifying points reset date.</td>

          </tr>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Redemption</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">Provided for transaction journals for which points are debited from
              members.</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that’s created to debit points that the member redeemed
              to purchase a product.</td>

          </tr>
          <tr class="">
            <td data-label="Journal Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e74 ">Redemption Reversal</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e77 ">Provided for transaction journals that are created to credit points to members
              because they canceled a Redemption type transaction journal for which points were
              debited from the members.</td>

            <td data-label="Example" class="slds-cell-wrap" style="vertical-align:top;" headers="d11969e80 ">A transaction journal that’s created to credit points to the member after the
              member cancels a product for which the member redeemed points.</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_note.png)

Note The Journal Type and Journal SubType records that are provided with Loyalty Management aren’t localized.