Back to Rewards Main Page
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Learn how you can to configure Rewards Business Definition Definitions that will dictate the overall behavior behaviour of Rewards |
What does this section cover?Navigating to Rewards Definitions
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CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP BUSINESS DEFINITIONS |
What are Rewards Definitionsare Rewards Definitions?
Rewards definitions is Rewards Definitions are a set of business rules used to control the behavior of Rewards throughout their whole life cycle.
Creating, Editing & Deleting 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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Validations & Restrictions| Action | Validations | Restrictions |
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| General | - Multiple Rewards definitions Definitions can exist in the systemSystem, but each one should have a unique name and alternative codeName and Alternative Code.
- Only one active Rewards definition 'Active' Rewards Definition can exist at any given time.
| - If no active Rewards definition existsthere is no 'Active' Rewards Definition, then no Rewards can cannot be created.
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| Create | - Mandatory Fields must be defined.
- Name
- Allowed Types
Name and alternative code and Alternative Code must be unique.
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| Edit | - Mandatory Fields must be defined.
- Name and alternative code Alternative Code must be unique.
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| Delete | | - Cannot be deleted if its the active definition
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- it is the 'Active' Definition.
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An * indicates a field is mandatory
Name | Description |
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| Main Information |
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| Number | An auto-generated number that uniquely identifies the accounts receivable definitionsDefinitions. |
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| Name* | The name of the definitionDefinition. |
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| Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. |
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| Description | A description for of the definitionDefinition. |
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| State | The state of the definition Definition which can be active or inactive'Active' or 'Inactive'. Only one active definition 'Active' Definition can exist at any pointa time. |
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| Allowed Types |
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| Allowed Reward Offer Types* | It defines Determines which of the pre-configured reward offer types Reward Offer Types will be available for selection when creating a new reward offerReward Offer. Multiple types Types can be selected, but at least one reward offer type should exist |
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Defining your own Rewards Definition tailored to your company's needs
Navigate to PATH
Either search for an existing one or from the Top Menu click on NEW
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MAIN INFORMATION
Fill out the required information. Mandatory fields are marked with asterisks ( * )
Name
Alternative Code
Description
ALLOWED TYPES
Click on ADD and using the search modal add the types you would like to make available to add on a reward offer
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Log Information - Global | Log Information - Global | From the Top Menu click on SAVEDeleting Rewards Definitions
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Deleting a record - Global | Deleting a record - Global | Changing the Life Cycle State of Rewards Definition
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Changing the Life Cycle State of a Definition - Global | Changing the Life Cycle State of a Definition - Global| is necessary. |
Settlement Automation
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| colour | Green |
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| title | Available from CRM.COM R10.0.0 |
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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). |
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| Product Included in Debit Financial Transaction* | Defines the product that will be included in the Invoice which will debit the Accounts Receivable. |
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| 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). |
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| Product Included in Credit Financial Transaction* | Defines the product that will be included in the Invoice which will debit the Accounts Receivable. |
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| Log Information |
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| Log Details | The standard set of Log Details information available in all entities. |
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