Loyalty Program
How to use Loyalty Program in Pricing & Promotions: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain price lists, item prices and applicable rules. Check currency, validity dates, quantity breaks and the selling or buying context. Verify a representative quotation before using a pricing change in live work.
This page is a record page in Sales & Marketing → Pricing & Promotions. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Loyalty Program Name, From Date, Collection Rules.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Loyalty Program from Sales & Marketing → Pricing & Promotions, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Loyalty Program Nameloyalty_program_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Loyalty Program Typeloyalty_program_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Datefrom_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Customer Territorycustomer_territory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Auto Opt In (For all customers)auto_opt_in | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Collection Rulescollection_rules | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Loyalty Program Collection |
Conversion Factorconversion_factor | Float Optional | 1 Loyalty Points = How much base currency? |
Expiry Duration (in days)expiry_duration | Int Optional | Enter a whole-number value. |
Expense Accountexpense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Child tables
Collection Rules — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Tier Nametier_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Minimum Total Spentmin_spent | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Collection Factor (=1 LP)collection_factor | Currency Required | For how much spent = 1 Loyalty Point |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.