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 Back to Rewards Main Page

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Learn how you can to configure Rewards Business Definition Definitions that will dictate the overall behavior behaviour of Rewards

What does this section cover?

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Table of Contents

Table of Contents
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Navigating to Rewards Definitions

Rewards definitions is
Info

What are Rewards Definitions?

CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP BUSINESS DEFINITIONS

What are Rewards Definitions?

Rewards Definitions are a set of business rules used to control the behavior of Rewards throughout their whole life cycle.

Creating, Editing & Deleting

behaviour of Rewards throughout their Life Cycle.

Rewards Definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions are met.

  • Navigate to Rewards Definitions and explore existing entries via the Summary page. 

  • Click on the link (Name or Number) of the record of your interest to access the Data Entry page and see more detail.

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition. 

Check the Validations & Restrictions Table below for a list of available Actions when working with Rewards, including each Action's related validations and restrictions.  View the Attributes Table for a comprehensive description of the Rewards fields.
Rewards DefinitionsImage Added 

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validations
validations
Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Rewards definitions Definitions can exist in the systemSystem, but each one should have a unique name and alternative codeName and Alternative Code.
  • Only one active Rewards definition 'Active' Rewards Definition can exist at any given time.
  • If no active Rewardsdefinition exists, then no Rewardscan be createdthere is no  'Active' Rewards Definition, then Rewards cannot be created.
Create
  • Mandatory Fields must be defined.
  • Name and alternative code Alternative Code must be unique.
  • Not Applicable
Edit
  • Mandatory Fields must be defined.
  • Name and alternative code Alternative Code must be unique.
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if its the active definition
Rewards Definition attributes 
  • it is the 'Active' Definition.

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attributes
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Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
 NumberNumberAn auto-generated number that uniquely identifies the accounts receivable definitionsDefinitions.
 NameName*The name of the definitionDefinition.
 Alternative 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 specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
DescriptionA description for of the definitionDefinition.
StateThe state of the definition Definition which can be active or inactive'Active' or 'Inactive'. Only one active definition 'Active' Definition can exist at any point
  
  
  

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

  • Navigate to PATH
     
    • Either search for an existing one or from the Top Menu click on NEW
     

    MAIN INFORMATION

     

    LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global
  • From the Top Menu click on Save

    • Deleting Rewards Definitions

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Rewards Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global

     

    NoteVisit /wiki/spaces/WIP/pages/10010220 Rewards for business examples related to
    a time.
    Allowed Types
    Allowed Reward Offer Types*Determines 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 is necessary.
    Settlement Automation
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
     
    Invoice Financial Transaction Type*Defines the Type of the Invoice Financial Transaction that will be generated by the Settlement Process to debit the Accounts Receivable of Participating Merchants (or Organisational Units).
    Product Included in Debit Financial Transaction*Defines the product that will be included in the Invoice which will debit the Accounts Receivable.
    Credit Note Financial Transaction Type*Defines the Type of the Credit Note Financial Transaction that will be generated by the Settlement Process run to credit the Accounts Receivable of Participating Merchants (or Organisational Units).
    Product Included in Credit Financial Transaction*Defines the product that will be included in the Invoice which will debit the Accounts Receivable.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.  
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