Schedule Loyalty Program Process type Batch Management jobs to process pending Transaction Journal records in manageable batches. Loyalty Program Process type jobs select and process transaction journals based on the filter criteria that you define for the job.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
| User Permissions Needed | |
|---|---|
| To create a loyalty program process parameter: | System Administrator |
A Loyalty Program Process type job automatically processes transaction journals using the Loyalty Program Process record whose journal type and subtype match the Transaction Journal record. You can set up one job to process both Accrual and Redemption type transaction journals.
- From Setup, in the Quick Find box, enter Batch Management, and then select Batch Management.
- Click New.
-
While defining your batch job, select these values to create the batch job for processing
transaction journals using loyalty program processes:
Process Type Loyalty Program Process Execution Process Transaction Journals - Click Next.
-
Create a filter criteria to decide which transaction journals are processed by the
job.
Tip We recommend that you add at least two filter criteria to ensure that only these Transaction Journal records are processed:- Records in the Pending status
- Records of the Accrual and Redemption journal type
- Save your changes.
After you activate your batch job, schedule the Batch Management job using Flows.