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Validations & Restrictions

Wallet Transaction Allotments

1. Navigate to PATH
2. Search for the Wallets
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"

is a Wallet Transaction Allotment?

A Wallet Transaction Allotment is the reservation of funds of a Wallet Transaction for use on specific products. 

• In Credit Wallet Transactions, it designates the product FOR which the transaction money should be allocated.
• In Debit Wallet Transactions, it designates the product TO which the transaction money was allocated.

Transaction Allotment can take place either manually or automatically.

System Processes that cause Allotting

The system will (automatically) set the Wallet Transaction Allotments in the following cases:

Voucher Usage

• When a Voucher for a specific product is used,
  • If the Voucher Payment is created 
    AND
  •  the option "On Payment Posting" for Crediting is selected in the Wallet Definitions,

 then a Wallet Credit Transaction is created for the amount of the Voucher and a Wallet Transaction Allotment is added for each voucher specific product.

Prepaid Billing Run Execution

• When a Prepaid Billing Run is performed and the Wallet amount is consumed by specific products,
  
  • If the option "During Prepaid Billing Run" for Debiting is selected in Wallet Definitions
    AND
    
  • a product is consuming a specific wallet amount (allotted) through the Prepaid Billing Run, 
    then a debit Wallet Transaction is created for the consumed amount and a Wallet Allotment for that product and its amount consumed is added on the Wallet Transaction. 

Reimbursing

• When the total Wallet Balance is automatically reimbursed, the Reimburse Wallet Transaction will also include Allotments for each product (where applicable).

Award Reward Transaction Generation 

• When an Award Transaction which can be consumed only by specific products, on a specific day of the week and by a specific Organisational Unit is submitted:
  AND
• the Wallet Definitions "Causes Crediting Wallets" include the "On Award Reward Transaction" 
  then a Wallet Credit Transaction is created for the amount of the Award and Wallet Allotments are created for that same amount.  All Spend Conditions defined in the Reward Offer, that granted the award are added in the Wallet Allotment Conditions.