EXAMPLE

The allocation process is used to allocate credit transactions against debit transactions to settle them.
The allocation process is an automated process triggered every time a financial transaction becomes 'Posted'.
Within CRM.COM, you have the option to select between one of 2 main allocation process principles, that will be applied to all financial transactions within the system;

• FIFO :Where a credit is allocated against the oldest available (non-allocated) debit automatically
• FIFO & Against Item :Where a credit is allocated first against a designated debit and any remaining amount is allocated FIFO

The System provides the ability to create Access Tokens through the following modules as well:

• Rewards Participants
• Accounts Receivable

Users have the ability to select or create the access token which is used to identify and access the rewards participant or accounts receivable information. The user identifier and pass code are mandatory depending on the related definition configuration, while the authentication code is generated automatically by the system on saving the participant.

Visit Creating Access Tokens Through Other Modules for more information

CRM.COM Software allows you to change the life cycle state of an existing Access Token. The life cycle state can change from Effective to Not Effective and vise versa. 

Visit Updating Access Token Life Cycle State for more information