Rewards programs are promotional offers, such as Air Miles, that give consumers credits for purchasing a product (see Reward Program in the Setup Manual). Circulation can give customers rewards based on subscription purchases, but because rewards programs are managed in a different application, it is necessary to export rewards information periodically.
Select Rewards from the Utilities | Export menu to display the Reward Transaction Export screen.
Select Add and complete the following fields.
Field
Type
What to enter
PRODUCT
setup
Enter the publication for which rewards should be exported, or enter “*” to multi-select publications.
START DATE, END DATE
date
Enter the date range for which to export rewards information. Only rewards with a processing date within this date range will be exported.
REWARD PROGRAM
setup
Select the rewards program that you are interfacing.
PROVIDER CODE, SPONSER CODE, LOCATION CODE
open (4)
Enter the provider code, sponsor code, and location code for the rewards being interfaced, if applicable. These values will default from Business Rules.
Select Accept to export rewards information. See Appenndix B for the file format. A processing report will list details about the export and any errors that occurred.