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Back to Customer Events Main Page 

Excerpt
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View Financial Statement Customer Event Attributes

Status
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titleAvailable from CRM.COM R11.0.0

Financial Statement Customer Event

Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies the Customer Event.
Classification*The classification of the Customer Event which is optionally specified during the creation of the Event. 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 StateThe Life Cycle State of the Customer Event which can be 'Posted' or 'Cancelled'.
Accounts Receivable*The Accounts Receivable related to the Customer Event.
Performed By Unit*

The Unit that initiated the Customer Event.  i.e. Represents the Merchant who initiated the Event.

Performed Date*The date on which the Customer Event was performed.
DescriptionA description of the Customer Event.

External System

Determines the third-party system that generated the Customer Event.  It can only be set by the WEB APIs.

External System Reference Number

A reference number for the Customer Event that uniquely identifies the Event in the External System and in CRM.COM.

Period

 

The period which is measured and evaluated through the financial statement customer eventFinancial Statement Customer Event. The period is defined by specifying the following:

  • Month
    • Year

    represented by month and year.

    Note

    In The combination with of the Accounts Receivable and , Customer Event Classification and Period must be unique


    Measured Key Performance Indicators *

    Note

    It defines the Key Performance Indicators which are measured through the Financial Statement and their corresponding values.
    Multiple KPIs can be specified on each Financial Statement but the combination of the KPI and related Product must be unique.

     

    Key Performance Indicator

    The Key Performance Indicator which is measured through the Financial Statement

    Note

    At least one KPI must be defined

    Product

    The Product which is related to each defined KPI

    Note

    Even if Specific Products are defined in the configured KPI, any Product available in the System can be selected and added here.
    However, if Specific Products are defined in the KPI, then if the Customer Event is evaluated to award a Reward Offer, only the values of the Products defined as Specific Products of the KPI will be taken into consideration while calculating the aggregated value measured by the Key Performance Indicator.

    Value *The value of each defined KPI
    Award Transaction
    Award Transaction

    An Award made available as a result of a Reward Offer related to the event under evaluation.

    If a Wallet Transaction is also created in order to credit the Wallet of the Participant, it will be accessible as a drill-down on the Award.

    Log Information
    Log InformationThe standard set of Log Details information available in all entities. 
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