---
schema_version: "1"
id: 6bdb995dfaf051c9f325af81b847021cb983030a8d0c87e43923f58c0f83c15e
title: Issue Vouchers for Externally Managed Processes with Process Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_vouchers_issue_business_api.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_vouchers_issue_business_api.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dd3f52399f90dee95347f81915e97483b195c769d2926374154689aa62fc71de
description: If vouchers have to be issued to loyalty program members for business processes that are managed outside Salesforce, program managers can use the Issue Voucher process template. After program managers activate a process that's created using the template, system integrators can integrate the process with external systems via a business API. For example, the business API can be integrated with an external order management system and the process can be run every time an order is delayed.
products:
  - Loyalty Management
release: "264"
---
# Issue Vouchers for Externally Managed Processes with Process Template

If vouchers have to be issued to loyalty program members for business processes that are managed outside Salesforce, program managers can use the Issue Voucher process template. After program managers activate a process that's created using the template, system integrators can integrate the process with external systems via a business API. For example, the business API can be integrated with an external order management system and the process can be run every time an order is delayed.

### 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</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

## Process Configuration

Processes that are created by cloning the Issue Voucher process template consist of a rule and a set of process parameters. The rule contains only one step, the Issue Voucher action.

When creating the process, program managers select the voucher definition that the Issue Voucher action uses to issue vouchers. The process parameters provide the values for the remaining input parameters of the action.

The program managers can choose how the code, discount, and the validity period of the issued vouchers are decided. Here are the options:

 
| Business Requirement | How to Achieve It |
| --- | --- |
| The code, discount, and validity period of all issued vouchers is the same | Change the type of each process parameter to Constant and enter the value for each parameter |
| The external system that runs the process provides the code, discount, and validity period for all issued vouchers | No changes are required to the action |
| The external system that runs the process provides the code and the validity period of all issued vouchers | Change the type of the discount parameter to Constant and enter the discount amount as the parameter value. |

## Process Execution

The [Loyalty Program Process business API](https://developer.salesforce.com/docs/atlas.en-us.loyalty.meta/loyalty/connect_resources_process_name.htm) runs the processes that are created by cloning process templates. The API integration with external systems can be configured to execute the API whenever the external system requires a voucher to be issued.

The external system must provide the ID or the membership number of the member to whom the voucher must be issued. Depending on the configuration of the Issue Voucher action in the process, the API request body must contain values for the process parameters that don't have a constant value. To learn more about how to execute the API for processes created by cloning the Issue Voucher template, see [Issue a Voucher](https://developer.salesforce.com/docs/atlas.en-us.loyalty.meta/loyalty/connect_resources_issue_voucher.htm).