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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 application by the System applies each of the different various configurations of the rule is described below. 

Applying Rewards Participating Merchants Award Rules

When a Customer Event has been created that is related associated with a Reward Offer then on its evaluation is created, the following checks and actions will be takentake place upon its evaluation:

Applying Rewards Participating Merchants Spend Rules

When a Spend Request Customer Event is created, the following checks and actions will be taken: 
Assume that all other conditions are met and the Spend Request will be completedare performed: 

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:

When a new Rewards Participant

is created or assigned to a new

Scheme, the following checks and actions are performed:

• The reward participant is not allowed to be created

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 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

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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