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Find out what configurations should be performed before the CRM.COM Wallet module is used |
Learn to set up Wallet related business processes and rules.
Mandatory Configuration: Links to manuals of Wallet configuration modules that are required for the module to work correctly.
Related Configuration: Links to manuals of configuration modules other than the Wallet's that offer additional functionality or are required for the module to work correctly.
Optional Configuration: Links to manuals of Wallet configuration modules that offer additional functionality but are not required for the module to work correctly.
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The modules in the table below must be configured in order to use the Wallet.
| Module Name | Manual | Description |
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| Wallet Definitions | Configuring Wallet Definitions | Wallet Definitions is a set of business rules used to control the behaviour of Wallets throughout their Life Cycle. |
| Wallet Transaction Types | Configuring Wallet Transaction Types | A Wallet Transaction Type determines the behaviour and nature of each Wallet Transaction and the business processes, rules and restrictions that should be applied on creating Wallet Transactions. |
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The following modules are related to, but are not a part of, Wallets. Such entities either:
- Must be configured accordingly in order to be able to start using the Wallets module (Configuration Type = Mandatory)
OR - May be configured to use the Wallets module at its full capacity (Configuration Type = Optional).
| Module Name | Manual | Description | Configuration Type |
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Not Applicable | Not Applicable | Not Applicable |
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The following entities are available and can be configured under Wallet. A working CRM.COM model can exist without them being configured.
| Module Name | Manual | Description |
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Wallet Balance Expiration Run Definition | Using Wallet Balance Expiration Run Definitions | Used to define the rules for performing Runs to identify the Wallet amount that should be expired, taking into consideration the already specified Expiration Date and spent amount, and deducting the unspent amount from the Wallet. |
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Related Areas
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