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Learn to configure Rewards Business Definitions that will dictate the overall behaviour of Rewards |
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Table of Contents
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Navigating to Rewards Definitions
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CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP BUSINESS DEFINITIONS |
What are Rewards Definitions?
Rewards Definitions are a set of business rules used to control the 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.
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An * indicates a field is mandatory
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| Number | An auto-generated number that uniquely identifies the accounts receivable Definitions. | ||||||
| Name* | The name of the Definition. | ||||||
| Alternative code* | An alternative code for the Definition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. | ||||||
| Description | A description of the Definition. | ||||||
| State | The state of the Definition which can be 'Active' or 'Inactive'. Only one 'Active' Definition can exist at a time. | ||||||
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| 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
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| 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 Details | The standard set of Log Details information available in all entities. | ||||||
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