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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?
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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
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Customer Events Definition attributes
Name | Description | ||||||
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| Number | An 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 capitals), if nothing else is specified | ||||||
| Description | A description for the definition | ||||||
| State | The 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. | ||||||
Processing Rules
| It defines business rules that are automatically applied while creating and processing customer events | ||||||
| Spend Request Customer Events Rules | It defines business rules that are automatically applied while creating and processing spend request customer events | ||||||
| Allow creating spend requests for specific amount | It defines if a specific amount to be spend can be specified on spend request customer events. If it is enabled then the spend amount will become mandatory on the spend request. | ||||||
| Minimum Spend Request Amount | It defines the minimum amount that can be requested through a spend request customer event. This information is optional and is applicable only if the "Allow creating spend requests for specific amount" is checked. If not specified then the minimum spend request amount will not be validated | ||||||
| Maximum Spend Request Amount | It defines the maximum amount that can be requested through a spend request customer event. This information is optional and is applicable only if the "Allow creating spend requests for specific amount" is checked. If not specified then the maximum spend request amount will not be validated | ||||||
| Reject Spend Requests if the Requested Spend Amount is not Covered | If enabled then spend requests will be rejected (and not created within CRM.COM) if the requested spend amount is not covered (i.e. the wallet balance for that combination of products, date / time, unit is less than the requested amount). The requested spend amount is either the amount of the related purchase customer event or the specific spend amount that is specified on the spend request customer event | ||||||
| Applicable Classifications | Defines a list of spend request customer event classifications which should be related with spend request customer events in order for the rule to be applicable. More than one classifications can be added in that list. |
Defining your own Customer Events Definition tailored to your company's needs
- Navigate to to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS
- Either search Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
Name
Alternative Code
Description
PROCESSING AUTOMATION
PURCHASE CUSTOMER EVENTS AUTOMATION
Click on ADD to select to select the invoice types that will automatically trigger the creation of purchase customer events, on posting.
EVENT TYPES PROCESSED IMMEDIATELY
- Select the customer event types that should be processes immediately automatically by checking their check box.
- Select the customer event types that should be processes immediately automatically by checking their check box.
PROCESSING RULES
SPEND REQUEST CUSTOMER EVENTS RULES
- Click on ADD to add a new rule
You can add multiple rules - Click on the rule you added, from the panel list to select and define the rules and condition
- Allow creating spend requests for specific amount: Check to enable
- Minimum Spend Request Amount: Define the minimum spend request amount that can be requested
- Maximum Spend Request Amount: Define the maximum spend request amount that can be requested
- Reject Spend Requests if the Requested Spend Amount is not Covered: Check to enable
- Applicable Classifications:
- Click on ADD and select the classifications that the rules should be applied on
- Click on ADD to add a new rule
LOG INFORMATION
Include Page Log Information - Global Log Information - Global - From the Top Menu click on SAVE
Deleting Customer Events Definitions
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Changing the Life Cycle State of Customer Events Definition
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