Excerpt | ||
---|---|---|
| ||
Learn to configure Award Expiration Run Definitions that dictate the overall behaviour of the Award Expiration Run |
Note | ||||||
---|---|---|---|---|---|---|
As of CRM.COM R10 and onwards Award Expiration Run Definitions are no longer available. The Expiration process is handled by the Wallet Balance Expiration Run Definitions |
Panel | ||||
---|---|---|---|---|
| ||||
Table of Contents
|
Navigating to Award Expiration Run Definitions
Info |
---|
REWARDS > REWARDS > PERFORM Reward EXPIRATION RUN DEFINITIONS |
What are Award Expiration Run Definitions?
Award Expiration Run Definitions are a set of business rules which are used by Award Expiration Runs to evaluate the validity of Awards provided to Rewards Participants and to debit the participants' Wallets whenever unspent awarded amounts expire.
Run Definitions must be submitted once created and are executed once or on a recurring basis, depending on the defined Scheduling Settings. Each time a Definition is executed, a Process Run is logged, and once the Run is completed, the information is available in the /wiki/spaces/WIP/pages/10008606.
The user has the option to delete the specific run provided it has not been executed (still in 'Draft' state).
A Definition must be in an 'Effective' Life Cycle State to be submitted. The state can be changed between 'Effective' and 'Not Effective' using a dedicated action.
- Navigate to Award Expiration Run Definitions and explore existing records 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, or submit the Definition.
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 Award Expiration Run, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Award Expiration Run fields.
Anchor | ||||
---|---|---|---|---|
|
Action | Validations | Restrictions | Additional Information |
---|---|---|---|
General |
|
|
|
Create |
|
|
|
Edit |
|
|
|
Delete |
|
|
|
Submit |
|
|
|
Anchor | ||||
---|---|---|---|---|
|
An * indicates a field is mandatory
Name | Description |
---|---|
Main Information | |
Name* | The name of the Award Expiration Run Definition |
Alternative code* | The alternative code of the Award Expiration Run Definition |
Description | A description of the Award Expiration Run Definition |
Life Cycle State | The Life Cycle State of the Award Expiration Run Definition. The supported values are 'Effective' and 'Not Effective'. Only 'Effective' Award Expiration Run Definition can be used to generate Award Expiration Transactions |
Unified Code | An auto-generated code which is used to group the various instances of the Award Expiration Run Definitions |
Version | An auto-generated number which is used to specify the version of each Run Definition. If the version is already in use by a Run, a new Run Definition Version is created each time the Definition is edited. "VIEW PREVIOUS VERSIONS" link allows you to search and view any previous versions of the Definition |
Criteria | |
Award Expiration (optional criterion) | |
Award Transaction Expired X Days Ago | Determines the Award Transaction's expiration date in relation to the date of execution, measured in days. If specified, then the process will retrieve Award Transactions having an expiration date between the date of execution and the specified number of days before the execution. |
Reward Offers | |
Reward Offers | Defines a list of Reward Offers through which expired Award Transactions were generated. The Award Expiration process considers only Award Transactions related to the specific Reward Offers. Of no Reward Offers are specified, then Award Transactions will be retrieved regardless of their related Reward Offer. |
Segment Criteria | |
Included In Segment | A list of segments which are used to filter the expired Award Transactions. The criteria consist of the following:
|
Not Included In Segment | A list of segments which are used to exclude expired Award Transactions. The criteria consist of the following:
|
Scheduling Settings Determines when the Definition will be executed after being submitted | |
Scheduling Settings* | Method - The following options are available:
Refer to Scheduler Task - Global to find out how the options can be configured |
Process Runs | |
Process Runs | Displays all the Award Expiration Runs which were performed based on the specific Run Definition, as well as all the Run Information |
Log Information | |
Log Details | The standard set of Log Details information available in all entities |
Note |
---|
View Understanding Rewards for business examples related to Award Expiration Run |
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
Related Areas
|
Panel | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
Helpful Links
|