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Learn how you can configure Customer Events Business Definition that will dictate overall behavior of Customer Events

What does this section cover?

Table of Contents
minLevel2

What are Customer Events Definitions?

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

Creating, Editing & Deleting Validations & Restrictions

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

Customer Events Definition attributes 

Name

Description

NumberAn auto generated number that uniquely identifies the customer event definition
Name*The name of the definition
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 Capitalscapitals), if nothing else is specified
DescriptionA description for the definition
StateThe state of the definition which can be active or inactive. Only one active definition can exist at any point
Processing Automation It defines business processes that are automatically applied on customer events
Event Types Processed Immediately

It defines a list of all the supported customer event types, which can be enabled or disabled in order to automatically process customer events of that type immediately or not.

Purchase Customer Events Automation

It defines a list of invoice types that will automatically be creating purchase customer events while they are posted.

Defining your own Customer Events Definition tailored to your company's needs

  1. Navigate to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS 
  2. Either search for an existing one or from the Top Menu click on NEW
     

  3. MAIN INFORMATION

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. Description

        Configuring Customer Events Definition

  4. PROCESSING AUTOMATION

    1. PURCHASE CUSTOMER EVENTS AUTOMATION

      1. Click on ADD to select the invoice types that will automatically trigger the creation of purchase customer events, on posting.

        PURCHASE CUSTOMER EVENTS AUTOMATION

    2. EVENT TYPES PROCESSED IMMEDIATELY

      1. Select the customer event types that should be processes immediately automatically by checking their check box.
        EVENT TYPES PROCESSED IMMEDIATELY

  5. LOG INFORMATION

    Include Page
    Log Information - Global
    Log Information - Global
  6. From the Top Menu click on SAVE

Deleting Customer Events Definitions

Include Page
Deleting a record - Global
Deleting a record - Global

Changing the Life Cycle State of Customer Events Definition

Include Page
Changing the Life Cycle State of a Definition - Global
Changing the Life Cycle State of a Definition - Global

 

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