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Status
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titleAvailable from CRM.COM R10.0.0

Excerpt
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Learn how the rules set at the Rewards Participating Merchant are applied and how they affect System behaviour -

Status
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titleAvailable from CRM.COM R10.0.0

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Table of Contents

Table of Contents
minLevel2


Using Rewards Participating Merchant rules

Each of the rules defined on the Rewards Participating Merchant is triggered when the specific process is executed in the system. Read on to find out how the System applies each of the different configurations of the rule

Applying Rewards Participating Merchants Award Rules

When a Customer Event has been created that is related with a Reward Offer then on its evaluation the following checks and actions will be taken:

CASERESULT
Customer Event was performed by a Unit that is not represented by a Rewards Participating MerchantAward will be provided
Customer Event was performed by a Unit that is represented by a not effective Rewards Participating MerchantThe award is not provided
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Award Rewards Participants owned by merchant's Group is disabled
AND
Rewards Participant related with the Customer Event is owned by the merchant's Group 		The award is not provided
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Award Rewards Participants owned by other collaborating Groups is disabled
AND
Rewards Participant related with the Customer Event is owned by another collaborating Group 		The award is not provided
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
The merchant is allowed to award offers belonging to specific schemes Schemes then 		Awards are provided only by offers belonging to the schemes Schemes that both the
merchants is allowed to award and the schemes Schemes that the rewards participant is participating to
Customer Event was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
The merchant is allowed to award offers belonging to any schemes Schemes then 

Awards are provided only by offers belonging to the schemes Schemes that that the Rewards Participant is participating to

 

Applying Rewards Participating Merchants Spend Rules

When a Spend Request Customer Event is created, the following checks and actions will be taken: 
Assume that all other conditions are met and the Spend Request will be completed

 

CASERESULT
Spend Request was performed by a Unit that is not represented by a Rewards Participating MerchantThe Spend Request will
Spend Request was performed by a Unit that is represented by a not effective Rewards Participating Merchant

The Spend Request is not allowed

Spend Request was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Submit Spend Requests on behalf of Rewards Participants owned by merchant's Group is disabled
AND
Rewards Participant related with the Spend Request is owned by the merchant's Group 

The Spend Request is not allowed

Spend Request was performed by a Unit that is represented by an effective Rewards Participating Merchant
AND
Submit Spend Requests on behalf of Rewards Participants owned by other collaborating Groups is disabled
AND
Rewards Participant related with the Customer Event is owned by another collaborating Group 

The Spend Request is not allowed

 

 
  • If the "Submit Spend Requests on behalf of Rewards Participants owned by other collaborating Groups" option is disabled and the Rewards Participant related with the Customer Event is owned by another collaborating Group then
    • The Spend Request is not allowed
    • Else
    The standard (existing) functionality is applied in order to award the Customer Event

    Icon

    Note that Spend Requests can also be done through the purchase Customer Events create_spend Web API method. This process should be applicable through that Web API as well

    Applying Rewards Participating Merchants Sign Up Rules

    This set of processes is used in order to apply the sign up rules specified on a rewards participating merchant. The following logic is applied:

    On creating

    When a new Rewards Participant

    or signing up a Rewards Participant to a new schemeIf the

    is created or assigned on a new Scheme the following checks and actions will be taken

    CASERESULT
    Rewards Participant sign up Unit is a Unit that is not represented by
    an effective or not effective
    a Rewards Participating Merchant
    then
    • The standard (existing) functionality is applied in order to award the Customer Event
    If the
    The Rewards Participant will be successfully registered/
    Rewards Participant sign up Unit is a Unit that is represented by a not effective Rewards Participating Merchant
    then
    • The reward participant is not allowed to be created
    • The reward participant is not allowed to join a new
    scheme
    • Scheme
    If the
    Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
    then

    AND
    If the "
    Sign up new
    reward participants"
    Rewards Participants is disabled
    then
    • The reward participant is not allowed to be created
    If the "
    Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
    AND
    Sign up Rewards Participants owned by merchant's Group to new
    schemes" is disabled and the
    Schemes is disabled 
    AND
    Rewards Participant is owned by the merchant's Group
    then
    • The reward participant is not allowed to join a new
    schemeIf the "
    • Scheme
    Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
    AND
    Sign up Rewards Participants owned by other collaborating Groups to new
    schemes" option
    Schemes is disabled
    and the

    AND
    Rewards Participant is owned by another collaborating Group
    then
    then 
    • The reward participant is not allowed to join a new
    schemeIf the merchant
    • Scheme
    Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
    AND
    Merchant is allowed to sign up existing
    reward participants
    Rewards Participants to new specific
    schemes then
    Schemes
    • Only the
    schemes
    • Schemes that the merchant can both use for sign up and is allowed to select can be added on
    reward participantsIf the merchant
    • Rewards Participants
    Rewards Participant sign up Unit is a Unit that is represented by an effective Rewards Participating Merchant
    AND
    Merchant is allowed to sign up existing
    reward participants
    Rewards Participants to any new
    schemes then
    Schemes 
    • Only the
    schemes
    • Schemes that the merchant is allowed to select can be added on
    reward participants
    • Rewards Participants

    Applying Rewards Participating Merchants Contribution Rules

    This set of processes is used in order to apply the contribution rules specified on a rewards participating merchant. The following logic is applied:

    On performing the rewards settlement runs
  • The system retrieves only accounts receivable which are related with any effective or not effective rewards participating merchant
  • The system retrieves the purchase Customer Events that were not settled yet were performed by the specified merchant and were awarded
    • For each purchase Customer Event The system calculates the contribution percentage as follows:If there are contribution rules specified for that merchant thenThe system retrieves the contribution rule that has criteria that are fulfilled based on the characteristics of the purchase Customer Event

    When the Rewards Settlement Runs are executed the contribution amount that the Merchant needs to pay the business that owns the Rewards platform is calculated. This amount is based on the awards that have been provided.

    Note

    Contribution Rules can only be applied on Purchase Customer Events and more specifically on the following Reward Offers:

    CASERESULT
    Contribution Rules are not setContribution is calculated to 100%
    Contribution Rules are set

    For Purchase Customer Events

    1. If more than one rule is retrieved, then the one with the highest priority is used
    2. If there are contribution periods specified on the
    retrieved
    1. rule and a period that covers the date that the
    purchase
    1. Purchase Customer Event was performed exists then
      The merchant contribution percentage
        • Contribution Amount = Contribution % specified for that period
      is used
        • * awarded amount
          • else 
      The merchant contribution percentage
        • Contribution Amount = Contribution % specified on the rule
      is used
    2. Else
      • The contribution is set to 100%
    3. The amount that the merchant will be debited for is equal to the awarded amount multiplied by the contribution percentage
      • If the Rewards Participant currency is different than the merchant's currency then 
        • The amount is converted into the merchant's currency
      4. The system creates an invoice in the merchant's accounts receivable
        • * awarded amount  
      2. An Invoice is created in the Merchant's Accounts Receivable for the total amount that was calculated 
      The system retrieves the

      For Spend Request Customer Events

      that were not settled yet and were performed y the specified merchant 

      For each Spend Request Customer Event 
      1. The
      system calculates the
      1. amount
      that should
      1. to be credited, which is equal to the amount that the customer actually spend through
      its wallet
      • If the Rewards Participant currency is different than the merchant's currency then 
        • The amount is converted into the merchant's currency
      The system creates a credit note
      1. their wallet, is calculated
      2. A Credit Note is created in the merchant's
      accounts receivable
      1. Accounts Receivable for the total amount that was calculated
      Image RemovedCRMCOM-6014 - Handling award reward transactions and spend reward transactions that are cancelled after being settled CODE DESIGN The system processes any cancelled purchase
      Note

      In case that already settled Purchase or Spend Request Customer Events

      that were cancelled after being settled (see related process below)

      Applying Rewards Participating Merchants Crediting Rules

      This set of processes is used in order to apply the crediting rules specified on a rewards participating merchant. The following logic is applied:

      • When a Spend Reward Transaction is created
        • The system checks whether the Crediting Rules of the Rewards Participating Merchant who performs the event are enabled.
        • If Crediting rules are enabled then
          • The process validates that both the Credit Note financial transaction type and the Product that will be included in the Credit Note are defined in the Crediting Rule. If not defined, then no Credit Note is not created.
          • The process generates a new Credit Note based on:
            • The Accounts Receivable of the Rewards Participant for which the Spend Request Customer Event is submitted for.
            • The Credit Note financial transaction type of the Crediting Rule
            • The Product to be included in the Credit Note of the Crediting Rule
            • The amount of the product is set to equal to the Spend Reward Transaction's total amount which is generated based on the spend Customer Event.
              • It has to be noted that the Spend Customer Events is always generated using the system's default currency, whereas the spend reward transaction will be generated based on the Rewards Participant's preferred currency. The process ensure that the Credit Note will be generated based on the spend reward transaction's amount.
            • The Credit Note is also posted.
            • The Credit Note should be generated asynchronously
          • The process also creates a relation between the Credit Note and the Spend Reward Transaction
        • If Crediting rules are not enabled, then the Rewards Participant is not credited.

      are cancelled then the Settlements Run will consider them so that the Merchant's Accounts Receivable will be debited or credited accordingly.

      • Cancelled Purchase Customer Event: Credit the Accounts Receivable
      • Cancelled Spend Request Customer Event: Debit the Accounts Receivable

       

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