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Using Rewards Participating Merchant

Rules

Each of the The rules defined on the in the Rewards Participating Merchant is  are triggered when whenever the specific process is executed in the system. Read on to find out how the . The application by the System of the various configurations of the rule is described below. 

Applying Rewards Participating Merchants Award Rules

This set of processes is used in order to apply the award rules specified on a rewards participating merchant. The following logic is applied:

On evaluating a customer event in order to award it

When a Customer Event associated with a Reward Offer is created, the following checks and actions take place upon its evaluation:

Applying Rewards Participating Merchants Spend Rules

This set of processes is used in order to apply the spend rules specified on a rewards participating merchant. The following logic is applied:

• On submitting a spend request customer event 
  • If the spend request was performed by a unit that is not represented by an effective or not effective rewards participating merchant then
    • The standard (existing) functionality is applied in order to award the customer event
  • If the spend request was performed by a unit that is represented by a not effective rewards participating merchant then
    
    • The spend request is not allowed
  • If the spend request was performed by a unit that is represented by an effective rewards participating merchant then
    • If the "Submit spend requests on behalf of rewards participants owned by merchant's group" is disabled and the rewards participant related with the spend request is owned by the merchant's group then
      • The spend request is not allowed
    • If the "Submit spend requests on behalf of rewards participants owned by other collaborating groups" option is disabled and the rewards participant related with the customer event is owned by another collaborating group then
      
      • The spend request is not allowed
    • Else
      
      • The standard (existing) functionality is applied in order to award the customer event

Applying Rewards Participating Merchants Sign Up Rules

This set of processes is used in order to apply the sign up rules specified on a rewards participating merchant. The following logic is applied:

• On creating a new rewards participant or signing up a rewards participant to a new scheme
  • If the rewards participant sign up unit is a unit that is not represented by an effective or not effective rewards participating merchant then
    • The standard (existing) functionality is applied in order to award the customer event
  • If the rewards participant sign up unit is a unit that is represented by a not effective rewards participating merchant then
    
    • The reward participant is not allowed to be created
    • The reward participant is not allowed to join a new scheme
  • If the rewards participant sign up unit is a unit that is represented by an effective rewards participating merchant then
    • If the "Sign up new reward participants" is disabled then
      • The reward participant is not allowed to be created
    • If the "Sign up rewards participants owned by merchant's group to new schemes" is disabled and the rewards participant is owned by the merchant's group then
      • The reward participant is not allowed to join a new scheme
    • If the "Sign up rewards participants owned by other collaborating groups to new schemes" option is disabled and the rewards participant is owned by another collaborating group then
      
      • The reward participant is not allowed to join a new scheme
    • If the merchant is allowed to sign up existing reward participants to new specific schemes then
      • Only the schemes that the merchant can both use for sign up and is allowed to select can be added on reward participants
    • If the merchant is allowed to sign up existing reward participants to any new schemes then
      • Only the schemes that the merchant is allowed to select can be added on reward participants

Applying Rewards Participating Merchants Contribution Rules

This set of processes is used in order to apply the contribution rules specified on a rewards participating merchant. The following logic is applied:

When a Spend Request Customer Event is created, the following checks and actions are performed: 

Applying Rewards Participating Merchants Sign Up Rules

When a new Rewards Participant is created or assigned to a new Scheme, the following checks and actions are performed:

Applying Rewards Participating Merchants Contribution Rules

When Rewards Settlement Runs are executed, the contribution that the Merchant is obliged to pay the Rewards platform is calculated. This amount is based on the Awards that have been granted.

• If the rewards participant currency is different than the merchant's currency then 
  • The amount is converted into the merchant's currency

Image RemovedCRMCOM-6014 - Handling award reward transactions and spend reward transactions that are cancelled after being settled CODE DESIGN The system processes any cancelled purchase or spend request customer events that were cancelled after being settled (see related process below)

Applying Rewards Participating Merchants Crediting Rules

This set of processes is used in order to apply the crediting rules specified on a rewards participating merchant. The following logic is applied:

• When a Spend Reward Transaction is created
  
  • The system checks whether the Crediting Rules of the Rewards Participating Merchant who performs the event are enabled.
  • If Crediting rules are enabled then
    • The process validates that both the Credit Note financial transaction type and the Product that will be included in the Credit Note are defined in the Crediting Rule. If not defined, then no Credit Note is not created.
    • The process generates a new Credit Note based on:
      • The Accounts Receivable of the Rewards Participant for which the spend request customer event is submitted for.
      • The Credit Note financial transaction type of the Crediting Rule
      • The Product to be included in the Credit Note of the Crediting Rule
      • The amount of the product is set to equal to the Spend Reward Transaction's total amount which is generated based on the spend customer event.
        • It has to be noted that the Spend Customer Events is always generated using the system's default currency, whereas the spend reward transaction will be generated based on the rewards participant's preferred currency. The process ensure that the Credit Note will be generated based on the spend reward transaction's amount.
      • The Credit Note is also posted.
      • The Credit Note should be generated asynchronously
    • The process also creates a relation between the Credit Note and the Spend Reward Transaction
  • If Crediting rules are not enabled, then the rewards participant is not credited.

Handling Cancelled Purchase Customer Events and Spend Request Customer Events when Applying Rewards Participating Merchants Contribution Rules - 

Status
colour Green title Available from CRM.COM R10.1.0

During the evaluation and application of the Contribution Rules, the System also performs checks for cancelled Purchase and Spend Request  Customer Events, so that the accounts of the Participating Merchants are debited or credited accordingly.

The System will retrieve Purchase and Spend Request Customer Events that meet the following criteria:

• Purchase Customer Events
  • That are related with a Rewards Participating Merchant ('Effective' or 'Not Effective')
  • That are already settled
  • That are cancelled
  •  Whose amount debited for that Merchant during the Settlement Process was not credited
• Spend Request Customer Events
  • That are related with a Rewards Participating Merchant ('Effective' or 'Not Effective')
  • That are already settled
  • That are cancelled
  • Whose amount credited for that Merchant during the Settlement Process was not debited