Back to Customer Events Main Page
| Excerpt | ||
|---|---|---|
| ||
Find out how to create a new View Spend Request Customer Event |
What does this section cover?
| Table of Contents | ||
|---|---|---|
|
Navigating to Spend Request Customer Event
| Info |
|---|
CRM > Customer Events > Access Customer Events |
Explaining Spend Request Customer Event Fields
Name
Attributes |
Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
| Number | An auto-generated number that uniquely identifies the customer event |
| Type* | Determines the business behavior of the customer event, it is set automatically by each process which is creating the customer event, and it can be one of the following:
|
| Customer Event. | |
| Classification | The classification of the customer event, which can be Customer Event which is optionally specified during the creation of the customer eventEvent. Only Customer Event Classifications which are related with the specified Customer Event Type are included in the list of available Customer Event Classifications. |
| Life Cycle State | The life cycle state Life Cycle State of the customer event Customer Event which can be posted or cancelled'Posted' or 'Cancelled'. |
| Performed By Unit* | The unit The Unit that initiated the customer eventCustomer Event. i.e. Represents the Merchant who initiated the Event. |
| Performed Date* | The date that the customer event was actually performedon which the Customer Event was performed. |
| Description | A description of the customer eventCustomer Event. |
| Process Immediately | Defines if the customer event Determines whether the Customer Event should be processed immediately immediately by various business business processes, or not. By default customer events are not processed immediately Not processed immediately is the default. Process Immediately will be selected (checked) and set to Read-only, if the specific Customer Event Type has been defined through the 'Active' Customer Events Definition. |
| Purchase Customer Event* | The purchase customer event which is requested to be settled by the specified spend request |
Creating & Saving, Validations & Restrictions
| Action | Validations |
|---|---|
| Create | N/A |
| Save |
|
Creating a Spend Request Customer Event
Spend request customer events are created whenever a customer is requesting to pay for specific purchase customer event using its wallet. Spend request customer events can only be submitted against specific purchase customer events.
MAIN INFORMATION
Provide required informationDescription
| Info |
|---|
The Total Spend Amount is automatically updated once the Spend Request Customer Event is Processed |
From the Action Menu click on SAVE
LOG INFORMATION
The following information is automatically set by the system on saving the Spend Request Customer Event
Reward Related System Processing
Once the Customer event is saved, a number of steps will be executed by the system automatically that will have a direct effect to Rewards Module.
If the created Customer Event is set to PROCESS IMMEDIATELY then the following steps will be executed directly. If not then the following steps will be executed but only during the Rewards Run
Spend Requests are used to redeem awarded points and they must always be related to a specific Purchase Customer event. Rewards are awarded by adding money to the customer's wallet.
This process is used to evaluate spend request customer events in order to decide if the specified amount can be spent or not. This process is applied before spending an awarded amount. The evaluation is applied based on the following steps:
- The reward participant's wallet is identified
The amount which is available to be spend is calculated based on the wallet allotments using the following information
| Info |
|---|
Visit Understanding Wallets to find more information regarding Wallets |
- The products that are specified in the spend request
- The amount of money per each product
- The date and time that the spend request was performed
- The Unit that initiated the spend request
- If there is an amount of money available then
If the amount of money which is available per product is more than the requested amount then
- The requested amount per product is returned
- Else
- The amount of money which is available per product is returned
REWARD SPEND TRANSACTION
Based on the Spend Request Customer Event and the related Purchase Customer Event the system may create a Reward Spend Transaction. This information will be available under REWARD SPEND TRANSACTION.
Purchase Customer Event which the specified Spend Request is used to settle.
| |||||||||
Spend Amount (Mandatory On Conditions)
| The amount that should be spent by the requested Customer Event. This information is applicable and mandatory if it is enabled through the Spend Request rules of the 'Active' Customer Events Definition. In this case, the Spend Amount defaults to the Total Purchase Customer Event Amount but can be edited by users. | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Instant Spend
| Informs whether the Spend Request Customer Event was created instantly as a result of an instant spend Reward Offer.
| ||||||||
External System AVAILABLE FROM CRM.COM R10.0.0 | Defines the third party system that generated the Customer Event and can only be set by the WEB APIs. | ||||||||
External System Reference Number AVAILABLE FROM CRM.COM R10.0.0 | A reference number for the Customer Event that uniquely identifies the Event in the External System and CRM.COM. | ||||||||
| Spend Transaction | |||||||||
| Spend Transaction | A transaction that may be created by the System based on the Spend Request and related Purchase Customer Event. Rules that may apply to the creation of the Reward Spend Transactions are configured in the Customer Event Definition. | ||||||||
| Log Information | |||||||||
| Log Information | The standard set of Log Details information available in all entities. | ||||||||
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||
| Popular Labels | ||||||||||
| spaceKey | V4Manual | style | heatmap||||||||
Helpful Links
|