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Back to Wallets Main Page

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Find out what are Wallet Transaction Allotments are and how they work in CRM.COM.

What does this section cover? 
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Table of Content

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What

is Wallet

is a Wallet Transaction Allotment?

A Wallet Transaction Allotment refers to the fund allocation from a wallet transaction to is the reservation of funds of a Wallet Transaction for use on specific products. 

  • When defined on a Credit wallet transaction then it denotes In Credit Wallet Transactions, it designates the product FOR which the transaction money from the credit transaction should be allocated for
  • When defined on a Debit wallet transaction, it denotes the product which the money from the debit transaction was allocated to.

Transaction allotment can either be done manually or automatically by the system. Read on, to find out in which instances allotment will be executed automatically.

How does Wallet Transaction Allotment work?

The system will automatically set the wallet transaction allotments
  • should be allocated.
  • In Debit Wallet Transactions, it designates the product TO which the transaction money was allocated.

Transaction Allotment can take place either manually or automatically.

System Processes that cause Allotting

The system will (automatically) set the Wallet Transaction Allotments in the following cases:

When a voucher which can be consumed only by specific products is used:

Voucher Usage

  • When a Voucher for a specific product is used,
    • If the voucher payment Voucher Payment is created 
      AND
    •  the option "On Payment Posting" for Crediting , is selected in the wallet definitions 
      then a wallet credit transaction will be Wallet Definitions,

 then a Wallet Credit Transaction is created for the amount

that is specified on the voucher and a wallet transaction allotment for each product specified in the voucher's product will be added.
 When prepaid billing run is performed and wallet

of the Voucher and a Wallet Transaction Allotment is added for each voucher specific product.

Prepaid Billing Run Execution

  • When a Prepaid Billing Run is performed and the Wallet amount is consumed by specific products,
    • If the option "During Prepaid Billing Run" for Debiting is selected in wallet definitions  Wallet Definitions
      AND
    • a product is consuming a specific wallet amount  amount (allotted) through the prepaid billing runPrepaid Billing Run
      AND
      wallet allotments exists for that product,
      then a debit wallet transaction will be Wallet Transaction is created for the consumed amount that has been consumed and a wallet allotment Wallet Allotment for that product and the its amount that the product is consuming will be added on the wallet transaction. The allotment amount that will be debited, cannot be greater than the available amount for that product.
       
    When the whole wallet balance (greater than zero) is reimbursed automatically: If the whole wallet balance is reimbursed automatically, 
    then the reimburse wallet transaction will also include allotments for each product having an available consumption amount.
  • When a spend reward transaction
    • consumed is added on the Wallet Transaction. 

Reimbursing

  • When the total Wallet Balance is automatically reimbursed, the Reimburse Wallet Transaction will also include Allotments for each product (where applicable).
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