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Learn how you can configure Rewards Business Definition that will dictate overall behaviour of Rewards

What does this section cover?

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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 Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Rewards definitions can exist in the system, but each one should have a unique name and alternative code
  • Only one active Rewards definition can exist at any given time
  • If no active Rewards definition exists, then no Rewards can be created
Create
  • All mandatory fields must be provided
  • Name and alternative code must be unique
  • Not Applicable
Edit
  • All mandatory fields must be provided
  • Name and alternative code must be unique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if its the active definition

Rewards Definition attributes 

Name

Description

NumberAn auto generated number that uniquely identifies the accounts receivable definitions
Name*The name of the definition
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 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
Allowed Reward Offer Types*It defines which of the pre-configured reward offer types will be available for selection when creating a new reward offer. Multiple types can be selected, but at least one reward offer type should exist

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

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

  3. MAIN INFORMATION

    1. Fill out the required information.

      1. Name

      2. Alternative Code

        Description

  4. ALLOWED TYPES 

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

  5. From the Top Menu click on SAVE

  6. LOG INFORMATION

    Include Page
    Log Information - Global
    Log Information - Global

Deleting Rewards Definitions

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

Changing the Life Cycle State of Rewards 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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