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

What does this section cover?

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Table of Contents

Table of Contents
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What are Rewards Definitions?

Rewards definitions

Navigating to Rewards Definitions

Info

CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP BUSINESS DEFINITIONS

What are Rewards Definitions?

Rewards Definitions is a set of business rules used to control the behaviour of Rewards throughout their whole life cycle.

Creating, Editing & Deleting

their Life Cycle.

Rewards Definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions are met.

  • Navigate to Rewards Definitions and explore existing entries via the Summary page. 

  • Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail.

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

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

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

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validations
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Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Rewards definitions Definitions can exist in the system, but each one should have a unique name Name and alternative codeAlternative Code
  • Only one active Rewards definition 'Active' Rewards Definition can exist at any given time
  • If no active Rewards definition existsthere is no  'Active' Rewards Definition, then no Rewards can cannot be created
Create
  • All mandatory fields Mandatory Fields must be provideddefined
  • Name and alternative code must be uniqueAlternative Code must beunique
  • Not Applicable
Edit
  • All mandatory fields Mandatory Fields must be provideddefined
  • Name and alternative code must be uniqueAlternative Code must beunique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if its the active definition
Rewards Definition attributes 
  • it is the  'Active' Definition

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attributes
attributes
Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies the accounts receivable definitionsDefinitions
Name*The name of the definitionDefinition
Alternative code*An alternative code for the definition. On creating a new definition it defaults 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.
Allowed Types
Allowed Reward Offer Types*It defines Determines which of the pre-configured reward offer types Reward Offer Types will be available for selection when creating a new reward offerReward Offer. Multiple types Types can be selected, but at least one reward offer type should exist

Defining your own Rewards Definition tailored to your company's needs

  • Navigate to CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP BUSINESS DEFINITIONS 
  • Either search for an existing one or from the Top Menu click on NEW
    REWARDS DEFINITIONSImage Removed
     

  • MAIN INFORMATION

    1. Fill out the required information.

      1. Name

      2. Alternative Code

  • ALLOWED TYPES 

    1. Click on ADD and using the search modal add the types you would like to make available to select during creation of a reward offer 

  • From the Top Menu click on SAVE

    • LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global

    Deleting Rewards Definitions

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Rewards Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global
    a minimum of one is necessary.
    Settlement Automation
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
     
    Invoice Financial Transaction Type*Defines the Type of the Invoice Financial Transaction that will be generated by the Settlement Process to debit the Participating Merchant's (or Organisational Unit's) Accounts Receivable.
    Product Included in Debit Financial Transaction*Defines the product that will be included in the Invoice which will debit the Accounts Receivable.
    Credit Note Financial Transaction Type*Defines the Type of the Credit Note Financial Transaction that will be generated by the Settlement Process run to credit the Participating Merchant 's (or Organisational Unit's) Accounts Receivable.
    Product Included in Credit Financial Transaction*Defines the product that will be included in the Invoice which will debit the Accounts Receivable.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities  
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