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Former Member

Sales Order Process and Promotion code in Loyalty Management

Hi Experts,

Can you please help me to understand / confirm some of the Loyalty Management processes?

If I understand correctly the assignment to a loyalty program happens on the business partner level when the membership ID is created. From that point the customer is assigned to the loyalty program and can start collecting points.

When I create a sales order in which the customer can earn points for his purchases I just have to make sure that the sales order is set up in the EARN loyalty scenario (Note 1331970). Points will be recorded as member activities when the order is invoiced in CRM. This happens automatically, there is no need to enter any membership ID during order entry. I assume this is off the back of the CRM billing engine.

So my first question, is the above correct? Did I understand the process correctly?

Just to confirm that the point calculation is happening during billing and therefore it one works if the sales order is billed out of CRM (and not ECC)?

What if I have a requirement that points can only be earned if the customer quotes something like a promotion code during sales order entry? How does it connect to this scenario? Do I need to start the process with a marketing campaign and use the campaign code as a reference? Do I also need to set up rules in the Reward Rule modeller to define how points earned for promotion codes?

Thanks a lot,

Csongor

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  • author's profile photo Former Member
    Former Member
    Posted on May 31, 2013 at 05:04 AM

    Hi Csongor

    We've implemented Loyalty but we use the LSMW import option.

    So I'm going to answer you query based on my experiences with this process.

    As a single BP can belong to multiple Loyalty Program I would assume that you cannot create a Sales Order without specifying the BP Number and specific Loyalty Program Membership Number.

    When I try to run the Loyalty Process LSMW without a linked Membership Number the process fails for the relevant BP.

    The Point calculation is performed when the Loyalty Engine runs. The Loyalty Reward Rules are all maintained against the Loyalty Program as part of the Loyalty Program set-up. The Reward Rules modeler is a dynamic function which allows for complex rules to be implemented based on transactional and non transactional activity. This reward rules can be configured to award points differently on a wide range of criteria including what you've referenced above, Campaigns Code, etc.

    Just note that a Marketing Campaign needs to be set-up within the Loyalty Program hierarchy in order for it to be considered valid when the Loyalty engine runs.

    Hope this helps

    Regards

    Arden

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    • Former Member Former Member

      Hi Csongor

      The LSMW loads any type of customer action, transactional or otherwise and loads this as an "Activity" which is then processed as a separate process by the Loyalty engine which then allocates points, moves tiers based on the rules for the activity.

      It doesn't create a Sales Order Transaction.

      In your case where you are using a Sales Order, you can define the points directly against the products being sold.

      I would assume that this sales order, once processed would also be created as an Activity on the CRM System.

      From my understanding, if a BP is not a member of a Loyalty Program, they cannot be part of any Loyalty process.

      Regards

      Arden

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