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Back to Customer Events Main Page

Excerpt
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Learn how you can to configure Customer Events Business Definition Definitions that will dictate the overall behavior behaviour of Customer Events

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Table of Contents

Table of Contents
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Navigating to Customer Events Definitions

Info

CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS 

 

What are Customer Events Definitions?

Customer Events  definitions Definitions is a set of business rules used to control the behavior behaviour of Customer Events  throughout their whole life cycle. Customer Events Definitions can throughout their Life Cycle. 

Customer Event Definitions can be edited, deleted and have their life cycle state Life Cycle State changed given that validations and restrictionsValidations & Restrictions are met.

  • Navigate to Customer
Events
  • Event Definitions and explore existing records via the Summary page. 

  • Click on the link (name or number) of the record of your interest to

enter

  • access the Data Entry page and

have a better look of the available information.

  • see more detail, or submit the Definition. 

  • Use the Actions Menu to create a

new (NEW) Customer Events Definitions

  •  NEW Definition, modify (EDIT)

or delete (DELETE) an

  • , or DELETE an existing one.

Use the (BACK) link to go back to the summary page and (CANCEL) to cancel

  •  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to

the Customer Events Definitions . Check out the attributes table below for a thorough explanation of the information kept for Customer Events Definitions  and the Validations&Restrictions table to find out validations and restrictions applicable when working with Customer Events Definitions

  • the Definition. 

  • Click on the Audit Trail button to view a log of changes effected on the Customer Event under examination.

Check the Validations & Restrictions Table below for a list of available Actions when working with Customer Event, including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of the Customer Event Definition fields.

 

Configuring Customer Events DefinitionImage Modified

Anchor
validations
validations
Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Customer Events definitions Definitions can exist in the system, but each one should have a unique name Name and alternative codeAlternative Code
  • Only one active Customer Events definition 'Active' Customer Events Definition can exist at any given time
  • If there is no active 'Active' Customer Events Definition exists, then no Customer Events can cannot be created
Create
  • Mandatory Fields must be defined
  • Name and Alternative code must be unique
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and alternative code Alternative Code must be unique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if it is the active definition'Active' Definition

Anchor
attributes
attributes
Customer

Events Definition attributes 

Events Definitions Attributes 

It defines if

Name

Description

NumberAn auto-generated number that uniquely identifies the customer event definitionCustomer Event Definition.
Name*The name of the definitionDefinition.
Alternative Code*An alternative code for the definition. On creating a new definition it should default to the first letter of each word included in the name (in capitals), if nothing else is specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
DescriptionA description for of the definitionDefinition
StateThe state of the definition Definition which can be active or inactive'Active' or 'Inactive'. Only one active definition 'Active' Definition can exist at any pointa time.

Processing Automation 

It defines Defines business processes that are automatically applied on customer eventsto Customer Events

Event Types Processed Immediately
Event Types Processed Immediately

It defines Defines a list of all the supported customer event types, Customer Event Types which can be enabled or disabled in order to automatically process customer events of that type immediately or notautomatically selected for immediate processing.

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
As from CRM.COM R10, Achievement, Referral and Financial Achievement customer events will not be allowed to be set as "processed immediately"Customer Events cannot be automatically selected for immediate processing.

Purchase Customer Events Automation
Purchase Customer Events AutomationIt defines Defines a list of invoice Invoice types that will automatically be creating purchase customer events while they are create Purchase Customer Event when posted.
Payment Medium Brand Automation
Status
colourGreen
titleAvailable from CRM.COM R10.0.0
  
It defines Defines the rules which are used in order to automatically set the payment medium brand on purchase customer events or financial achievement customer events Payment Medium Brand on Purchase or Financial Achievement Customer Events, based on the format of the specified payment medium Payment Medium identifier.
These rules apply only if the customer event Customer Event is submitted having a payment medium identifier specified but no payment medium brandwith a specified Payment Medium identifier but without a Payment Medium Brand.
Rule NameThe name of the rule. The rule name , which is generated automatically whenever a new rule is added.
ConditionsThe conditions criteria that should must be fulfilled in order met to automatically set the specified payment medium brand Payment Medium Brand on the customer event Customer Event that triggered the rule.
It is mandatory to specify at least one of the condition criteria.
Formatting

The formatting that will be used to set up the conditions. The following options are supportedavailable:

  • Simple Formatting: If this option is selected then a A selection of condition criteria is presented , that can be used to specify the conditions.
  • Advanced Formatting: If this option is selected then the The conditions are specified by defining a regular expression.
Payment Medium Identifier Length Range

The payment identifier length range (from and to, both values inclusive). If specified then range of inclusive values for the length of the specified payment medium identifier should be within that range in order for the rule to be applied (it should be greater or equal the from value and less or equal the to value)This is visible and Payment Medium identifier.  If the range is specified and the values are within the range, the rule is applied.

This is applicable only if the formatting is set to "'Simple Formatting"'.

Payment Medium Identifier Begins with

If specified, then the payment medium Payment Medium identifier should begin with the specified value.

This is visible and applicable only if the formatting is set to "'Simple Formatting"'.

Payment Medium Identifier Ends with If If specified, then the payment medium Payment Medium identifier should end with the specified value.

This is visible and applicable only if the formatting is set to "'Simple Formatting"'.

Regular Expression

The regular expression that will be used to evaluate the rule against the specified payment medium Payment Medium identifier.

This is visible, applicable and mandatory only if the formatting is set to "'Advanced Formatting"'.

Payment Medium Type Automation

Status
colourGreen
titleAvailable from CRM.COM R10.0.0

It defines


Defines the rules

which are

used

in order

to automatically set the

payment medium type on purchase customer events or financial achievement customer events

Payment Medium Type on Purchase or Financial Achievement Customer Events, based on the format of the specified

payment medium

Payment Medium identifier.

Those

These rules apply only if the

customer event

Customer Event is submitted

having a payment medium identifier specified but no payment medium type

with a specified Payment Medium identifier but without a Payment Medium Type.

Rule NameThe name of the rule. The rule name is generated automatically whenever a new rule is added.
Automatically set to Payment Medium TypeThe Payment Medium Type that will automatically be set on the customer event, Customer Event if the conditions are fulfilled
Conditions The conditions The criteria that should must be fulfilled in order met to automatically set the specified payment medium type on the customer event Payment Medium Type on the Customer Event that triggered the rule.
It is mandatory to specify at least one of the condition criteria.
Formatting

The formatting that will be used to set up the conditions. The following options are supportedavailable:

  • Simple Formatting: If this option is selected then a A selection of condition criteria is presented , that can be used to specify the conditions.
  • Advanced Formatting: If this option is selected then the The conditions are specified by defining a regular expression.
Payment Medium Identifier Length Range

The payment identifier length range (from and to, both values inclusive). If specified then range of inclusive values for the length of the specified payment medium identifier should be within that range in order for the rule to be applied (it should be greater or equal the from value and less or equal the to value)This is visible and Payment Medium identifier.  If the range is specified and the values are within the range, the rule is applied.

This is applicable only if the formatting is set to "'Simple Formatting"'.

Payment Medium Identifier Begins with

If specified, then the payment medium Payment Medium identifier should begin with the specified value.

This is visible and applicable only if the formatting is set to "'Simple Formatting"'.

Payment Medium Identifier Ends with If If specified, then the payment medium Payment Medium identifier should end with the specified value.

This is visible and applicable only if the formatting is set to "'Simple Formatting"'.

Regular Expression

The regular expression that will be used to evaluate the rule against the specified payment medium Payment Medium identifier.

This is visible, applicable and mandatory only if the formatting is set to "'Advanced Formatting"'.

Payment Medium Identifier Automation
Status
colourGreen
titleAvailable from CRM.COM R10.0.0

It defines Defines the rules which are used in order to automatically adjust the payment medium Payment Medium identifier specified on purchase customer events or financial achievement customer eventsPurchase or Financial Achievement Customer Events, before saving the customer eventsEvents.
These rules apply only if the customer event Customer Event is submitted having a payment medium identifier specified. Note that the adjustment is done with a specified Payment Medium identifier. The adjustment is performed just before saving the information and after any once other processing is completed.

Adjustment Method

The method that will be used in order to adjust the payment medium Payment Medium identifier. The supported available options are the following:

  • No Adjustment (Default Option - Existing Definitions should be considered as No Adjustmentthe default Option, which applies to existing Definitions)
  • Keep X Last Characters
  • Keep X First Characters
Number of CharactersThe number of characters (last Last or firstFirst) that should be kept after adjusting the payment medium Payment Medium identifier. This is visible, applicable and mandatory unless the no adjustment 'No Adjustment' option is specifiedselected.

Processing Rules

Status
colourRed
titleAVAILABLE FROM CRM.COM R9

It defines Defines business rules that are automatically applied while creating and processing customer eventsCustomer Events
Spend Request Customer Events Rules
It defines Defines business rules that are automatically applied while when creating and processing spend request customer events		Allow creating spend requests for specific amountSpend Request Customer Events
Allow Creating Spend Requests for Specific AmountDetermines whether a specific amount to be spend spent can be specified on spend request customer eventsa Spend Request Customer Event. If it is enabled, then the spend amount will become mandatory on the spend requestSpend Request.
Minimum Spend Request AmountIt defines Defines the minimum amount that can be requested through a spend request customer eventSpend Request Customer Event. This information is optional and is applicable only if the "Allow creating spend requests for specific amountCreating Spend Requests for Specific Amount" is checked. If not specified, then the minimum spend request amount Spend Request Amount will not be validated.
Maximum Spend Request AmountIt defines Defines the maximum amount that can be requested through a spend request customer eventSpend Request Customer Event. This information is optional and is applicable only if the "Allow creating spend requests Spend Requests for specific amount" is checked. If not specified then the maximum spend request Spend Request amount will not be validated.
Reject Spend Requests if If the Requested Spend Amount is not Not CoveredIf enabled, then spend requests Spend Requests will be rejected (and not created within in CRM.COM) if the requested spend amount is not covered (i.e. the wallet balance for amount for that combination of products, date / time, unit is less more than the requested amount)Wallet Balance. The requested spend amount Requested Spend Amount is either the amount of the related purchase customer event Purchase Customer Event or the specific spend amount that is specified on the spend request customer eventSpend Request Customer Event Type.
Applicable Classifications

Defines a list of spend request customer event classifications Spend Request Customer Event Classifications which should be related with spend request customer events in order associated with Spend Request Customer Event Types for the rule to be applicable. More than one classifications Classification can be added in that list.to the list.

Log Information
Log DeatilsThe standard set of Log Details information available in all entities 

 

 

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