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Wallet Transactions created by the system

When talking about automatic Automatic Wallet Transactions we refer to are transactions that are created by the system, opposed to System (in contrast to Manual Wallet Transactions Transactions that are created by the users). 
In order for transactions to be created automatically then this should
Transactions that are created automatically must be explicitly defined in the Wallet Definitions. System processes that may create Automatic Wallet Transactions may be created by various processes in the system such asinclude:

• Posting of Financial Transactions
• Cancelling of Financial Transactions
• Prepaid Billing Runs
• Cancelling Wallets
• Changing a Prepaid Subscription Accounts Receivable
• Creation of Customer Events
• Creation and cancellation of Spend Reward Transactions
• Creation and cancellation of Award Reward Transactions
• Cancellation of Award Expiration Reward Transactions

• Status
  colour Red title Applicable up to CRM.COM R9.0.0

   - Creation of Award Expiration Reward Transactions

• Status
  colour Green title Available from CRM.COM R10.0.0

   - Wallet Balance Expiration Run

Discover below the available Wallet Definitions options for each transaction type along with the result of each automatic action be .

Crediting Wallets

There are 3 four cases that may be defined as causes a Cause for automatically creating a Credit Wallet Transaction:

• On a Prepaid Billing Run
  • A Credit Wallet Transaction is created when a Subscription service is credited by a Prepaid Billing Run.
  • The following log information is also entered:
    • Process name: Prepaid Billing Run
    • Entity name: Billing Run
    • Entity value: The Number of the Billing run
       
• On Payments posting
• Whenever a payment is posted, and the payment type is included in the cause's payment types, then a wallet credit transaction will be created having the same amount as the posted payment. 
• If the payment is related with a voucher, and the voucher includes an extra added value, then the wallet credit transaction extra added amount will be set and the wallet credit transaction amount will become equal to the payment amount + the extra added amount. Wallet allotment will also be set, if voucher products exists. 
The following log information will be set:
• Process name: "Payment Posting"
• Entity name: "Payment"
Entity value: The NO of the payment
On Credit Note postingWhenever a credit note is posted, and the credit note type is included in the cause's credit note types, then a wallet credit transaction will be created having the same amount as the credit note. :
• A Credit Wallet Transaction of equal value is created when a Payment of the Payment Type included in the definition, is posted
• If the Payment is related with a Voucher which includes Extra Added Value, then the Credit Wallet Transaction "Extra Added Amount" will be set and the Credit Wallet Transaction Amount will be the sum of the initial Payment and the extra amount. In case of a Voucher product an Allotment will be created for that product.
• The following log information is also entered:
  • Process name: Payment Posting
  • Entity name: Payment
  • Entity value: The Number of the Payment
    
    
• On Credit Note posting:
  • A Credit Wallet Transaction of equal value is created when a Credit Note of the Credit Note Type included in the definition, is posted
  • The following log information is also setentered:
    • Process name: "Credit  Credit Note Posting"
    • Entity name: "Credit  Credit Note"
    • Entity value: The NO Number of the credit noteCredit Note
      
      
• On Award Reward TransactionsWhenever an Award Reward Transaction is created then a :
  • A  Credit Wallet Transaction is created , with the together with every Award Transaction.  The Spend Conditions defined in the related Reward Offer ( which triggered the Award Transaction ) copied and transferred in the Allotment conditions of the Credit Wallet Transactions.
  • The following log information is also setentered:
    • Process name: "Create  Create Award Reward Transaction"
    • Entity name: "Reward  Reward Award Transaction"
    • Entity value: The No Number of the Reward Award Transaction

Debiting Wallets

There is a single case are three cases that may be defined as a cause Cause for automatically creating a Debit Wallet Transaction.:

• During On a Prepaid Billing Run:
  • A wallet debit transaction will be Debit Wallet Transaction is created with the amount that was consumed by subscription Subscription services, as calculated by the prepaid billing run. Prepaid Billing Run.
  • The following log information is also setentered:
    • Process name: "Prepaid  Prepaid Billing Run"
    • Entity name: "Rated  Rated Billing Item"
    • Entity value: The NO Number of the Rated Billing Item
       
• On Spend Reward Transaction
  Whenever a Spend Reward Transaction is created then a :
  
  • A Debit Wallet Transaction is created , with the together with every Spend Transaction.  The amount and the product for which of the Spend Reward Transaction was done copied Transaction is transferred on the Wallet Transaction's products.
  • The following log information is also setentered:
    • Process name: "Create  Create Spend Reward Transaction"
    • Entity name: "Spend  Spend Award Transaction"
    • Entity value: The No of the Spend Award TransactionNumber of the Spend Award Transaction
      
      

• Status
  colour Red title Applicable up to CRM.COM R9.0.0

   - On Award Expiration Reward Transaction:
  • A Debit Wallet Transaction is created together with every Award Expiration Reward Transaction. 
  • The following log information is also entered:
    • Process name: Create Award Expiration Reward Transaction
    • Entity name: Award Reward Transactions
    • Entity value: The Number of the Award Expiration Reward Transaction
       

• Status
  colour Green title Available from CRM.COM R10.0.0

   - On Wallet Balance Expiration Run
  
  • A Debit Wallet Transaction is created for every Credit Wallet Transaction that is expired.
  • The following log information is also entered:
    • Process name: Wallet Balance Expiration Run
    • Entity name: Process Run Log
    • Entity value: The Number of the Process Run

Reimbursing Wallets

There are 2 two cases that may be defined as causes Causes for automatically creating a Wallet Reimburse Wallet Transaction.

• On Cancelling a Wallet :
  • A wallet reimburse transaction will be Wallet Reimburse Transaction is created each time a wallet Wallet is cancelled, for the whole wallet balance amount (considering that is greater than zero), including any extra added amounts . Wallet transaction allotments total Balance (provided it is positive) including Extra Added Amounts.
  • Wallet Transaction Allotments are also set, for each product having whose available consumption amount is greater than zero. 
  • The following log information is also setentered:
    • Process name: "Wallet  Wallet Cancellation"
    • Entity name: "Wallet" Wallet
    • Entity value: The NO Number of the walletWallet
      
      
• On Changing a Prepaid Subscription Accounts Receivable:
  • A wallet reimburse transaction Wallet Reimburse Transaction will be created each time an accounts receivable (related with wallet) owning a subscription a related Accounts Receivable with a Subscription is changed, for the whole wallet balance amount (considering that is greater than zero), including any extra added amounts . Wallet transaction allotments total Balance (provided it is positive) including Extra Added Amounts.
  • Wallet Transaction Allotments are also set, for each product having whose available consumption amount is greater than zero.
  • The following log information is also setentered:
    • Process name: "Change  Change Subscriber Accounts "
    • Entity name: "Subscription  Subscription Action"
    • Entity value: The NO Number of the subscription Subscription action

Voiding Wallets

There is a single case are four cases that may be defined as a cause Cause for automatically creating a Void Wallet Transaction.:

• On Cancelling a Payment Payment:
  • Whenever When a payment that caused the creation of a credit wallet transaction is cancelled, and the payment cancellation type is included in the cause's payment cancellation types, then the wallet credit transaction related with the payment will be voided. Wallet transaction allotments and extra added amount Payment that resulted in a Credit Wallet Transaction is cancelled and the Payment Cancellation Type is defined in the Cause Definition, the Credit Wallet Transaction is voided.
  • Wallet Transaction Allotments and Extra Added Amount are also set, if the payment Payment is related with a voucherVoucher. 
  • The following log information is also setentered:
    • Process name: "Payment  Payment Cancellation"
    • Entity name: "Payment  Payment Cancellation"
    • Entity value: The NO Number of the payment cancellationPayment Cancellation
       
• On Cancelling a Reward Award Transaction:
  
  • Whenever When a Reward Award Transaction , which has a related credit wallet transaction, related to a Credit Wallet Transaction is cancelled, then the related wallet credit transaction will be Credit Wallet Transaction is voided. 
  • Wallet transaction allotments and extra added amount Transaction Allotments and Extra Added Amount are also set, if the payment Payment is related with a voucherVoucher. 
  • The following log information is also setentered:
    • Process name: "Payment  Payment Cancellation"
    • Entity name: "Payment  Payment Cancellation"
    • Entity value: The NO Number of the payment cancellationPayment Cancellation
    
    
• On Cancelling a Reward Spend Transaction:
  • Whenever When a Reward Spend Transaction , which has related to a related Debit wallet transaction, Wallet Transaction is cancelled, then the related wallet debit transaction will be Debit Wallet Transaction is voided. 
  • Wallet transaction allotments and extra added amount Transaction Allotments and Extra Added Amount are also set, if the payment Payment is related with a voucherVoucher. 
  • The following log information is also setentered:
    • Process name: "Payment Cancellation"Entity name: "Payment Cancellation" Payment Cancellation
    • Entity name: Payment Cancellation
    • Entity value: The Number of the Payment Cancellation
      
      
• On Cancelling an Award Expiration Reward Transaction
  • When an Award Expiration Reward Transaction that created a Credit Wallet Transaction is cancelled, the Wallet Transaction is voided.
    
  • The following log information is also entered:
    • Process name: Spend Reward Transaction Cancellation
    • Entity name: Spend Reward Transaction
    • Entity value: The NO Number of the payment cancellationSpend Reward Transaction