Prerequisites for Managing Member Transactions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management

Journal Types

Before you set up processes that involve crediting points, debiting points, and canceling transactions, make sure that these journal type records are available in the org.

• Accrual
• Accrual Reversal
• Manual Points Adjustment
• Points Expiration
• Qualifying Points Reset
• Redemption
• Redemption Reversal

See Journal Types and Subtypes.

Journal Reason Types

Make sure that these journal reason type values are available for one or more picklist values in the Journal Reason field on the Transaction Journal object.

JOURNAL REASON TYPE	BUSINESS REQUIREMENT
RedemptionReversal	Used in transactions that credit points back to members for canceled redemptions.
AccrualReversal	Used in transactions that debit points from members' point balance for canceled accruals.
ManualPointsAdjustment	Used in transactions that credit points to or debit points from members for points adjustments.

If the journal reason types aren't available in the org, admins can't configure automated processes that cancel transactions or adjust member points. The journal reason types also enable sales reps to manage member requests related to transaction cancellations and points adjustments.

If any of these Journal Reason Types aren't available as a picklist value in the Journal Reason field, add the picklist value with the corresponding API name. See JournalReason.