Versions Compared

Old Version 1

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 Back to Rewards Main Page 

Excerpt
hiddentrue

Find out how to ....

What does this section cover?

Learn to work with Award Transactions

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

What is Award Rewards Transactions

CRM.COM ..............

Validations & Restrictions

ActionValidations
  
  

Award Rewards Transactions

  • Navigate to PATH
    • Search for

    Navigating to Award Transactions

    Info

    REWARDS > REWARDS > MANAGE AWARD TRANSACTIONS

    Using Award Transactions

    Award Transactions are used to award a Rewards Participant a sum of money from a Reward Offer, and credit the Rewards Participant's Wallet with that specific amount (if so defined by the Wallet Definition).
    Award Transaction cannot be manually created.  They are generated by the execution of the Rewards Run Definition or by the submission of a Customer Event.

    • Navigate to Award Transaction  and explore existing records via the Summary page. 
    • Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
    • Use BACK to return to the Summary page
    • Click on ACTIONS to discover other possibilities available for Award Transaction .

    Check the Validations & Restrictions Table below for a list of available Actions when working with Award Transaction  including each Action's related restrictions, validations as well as additional information. View the Attributes Table for a comprehensive description of the Award Transaction fields.

    AWARD TRANSACTIONSImage Added

    Anchor
    validations
    validations
    Validations & Restrictions

    ActionRestrictionsValidationsAdditional Information
    Create
    • Cannot be manually created
    • Not Applicable
    • Generated by the System via Rewards Run Definition
    • If the "On Award Transactions", in the "Active Wallet Definition's Causes Crediting Wallet" is 'Enabled', then a Wallet Credit Transaction is also created and associated with the Award Transaction. The products, date and time, and Unit/Group that are specified in the related Reward Offer's Spend Conditions, are used to set the Credit Wallet Transaction's allotments. Refer to Working with Wallet Transaction Allotments for more information.
    Edit
    • Cannot be edited
    •  NotApplicable
    • Not Applicable
    Delete
    • Cannot be deleted
    • NotApplicable
    • Not Applicable
    Cancel
    • Award Transaction's Life Cycle State is 'Posted'
    		 
    • If the "On Cancelling Award Transactions", in the 'Active Wallet Definition's Causes Voiding Wallet Transactions' is 'Enabled' then, each Wallet Transaction which is related to the Award Transaction will be voided as well.

     

    Anchor
    attributes
    attributes
    Attributes

    An * indicates a field is mandatory.

    Name

    Description

    Main Information
    NumberAn auto-generated number that uniquely identifies each Award Transaction
    AmountThe amount awarded by the Award Transaction
    Rewards ParticipantThe Rewards Participant which is awarded
    Reward OfferThe Reward Offer that is awarded
    Life Cycle StateThe Life Cycle State of the Award Transaction which can be 'Posted' or 'Cancelled'
    Contribution Percentage
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
    		The Contribution Percentage (of the Awarded Amount) to be paid by the Participating Merchant to your business.
    Contribution Amount
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
    		The amount to be paid by the Participating Merchant to your business calculated based on the Award Transaction Amount and Contribution Percentage 
    Expiration DateDate by which the awarded amount is no longer available for spending (If not already spent).

    Rewarded Events

    The events that cause Award Transaction, of which there must be at least one

    Rewarded Customer Events A list of Customer Events rewarded by the specific Award Transaction
    Rewarded SubscriptionThe Subscription awarded by the specific Award Transaction
    Rewarded Contact InformationThe Contact Information that was awarded by the specific Award Transaction
    Wallet TransactionThe credit Wallet Transaction that was generated for this Award
    Communications
    CommunicationsCommunications related to the Award Transaction
    Log Information

    Log Details

    The standard set of Log Details information available in all entities  

     

    Additional Actions for Award Transactions

    Cancelling Award Expiration Transactions

    1. Navigate to AWARD TRANSACTIONS
    2. Search for the Award Transaction
    3. Click on the number/name of the record you would like to access, to go to the Data Entry page
    4. From the Action Menu click on Actions > "Suspend Account"
    NoteVisit /wiki/spaces/WIP/pages/10010220 Award Transaction for business examples related to Award Rewards Transactions
    1. ACTIONS > CANCEL AWARD TRANSACTION
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    excerpttrue
    labelsrewards-basics-r7,rewards-advanced-r7,rewards-admin-r7

    heatmap

    Helpful Links

    Panel
    namegrey

    Popular Labels

    Popular Labels
    spaceKeyV4Manual
    style
    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    labelsglobal