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 Back to Rewards Main Page

Status
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titleAvailable from CRM.COM R10.0.0

Excerpt
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Learn how the rules set at established in the Rewards Participating Merchant Merchants are applied and how they affect System behaviour -

Status
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titleAvailable from CRM.COM R10.0.0

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Table of Contents

Table of Contents
minLevel2

Using Rewards

Using Rewards Participating Merchant

rules

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:

CASERESULT
Customer Event was Event is performed by a Unit that is not represented by a Rewards Participating Merchant.Award will be is provided.
Customer Event was Event is performed by a Unit that is represented by a not effective Rewards a Rewards Participating Merchant The award whose state is 'Not Effective'.Award is not provided.
Customer Event was is performed by a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
Award Rewards Participants owned Owned by merchantMerchant's Group is disabled 'Disabled'
AND
Rewards Participant is related with the Customer Event is owned by the merchantMerchant's Group Group		The award Award is not provided.
Customer Event was is performed by a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
Award Rewards Participants owned Owned by other collaborating Other Collaborating Groups is disabled 'Disabled'
AND
Rewards Participant is related with to the Customer Event is owned by another collaborating Group Group.		The award Award is not provided.
Customer Event was is performed by a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
The merchant Merchant is allowed to award offers belonging to specific Schemes then .		Awards are provided only by offers belonging to the Schemes that both the
merchants Merchant is allowed to award and the Schemes that the rewards participant Rewards Participant is participating toin.
Customer Event was is performed by a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
The merchant Merchant is allowed to award offers belonging to any Schemes then .

Awards are provided only by offers belonging to the Schemes that that the Rewards Participant is participating toin.

 

Applying Rewards Participating Merchants Spend Rules

When a Spend Request Customer Event is created, the following checks and actions will be takenare performed: 

CASERESULT
Spend Request was is performed by a Unit that is not represented by a Rewards Participating Merchant.The Spend Request willis created normally.
Spend Request was Request is performed by a Unit that is represented by a not effective 'Not Effective' Rewards Participating Merchant.

The Spend Spend Request is not allowed.

Spend Request was Request is performed by a Unit that is represented by an effective 'Effective' Rewards Participating Merchant
AND
Submit Spend Requests on behalf Behalf of Rewards Participants owned by merchantOwned By Merchant's Group is disabled'Disabled'
AND
Rewards Participant is related with to the Spend Request is owned by the merchantMerchant's Group Group.

The Spend Spend Request is not allowed.

Spend Request was Request is performed by a Unit that is represented by an effective 'Effective' Rewards Participating Merchant
AND
Submit Spend Requests on behalf Behalf of Rewards Participants owned by other collaborating Groups is disabledOwned by Other Collaborating Groups is 'Disabled'
AND
Rewards Participant is related with to the Customer Event is owned by another collaborating Group Group.

The Spend Request is not allowed.

 

Applying Rewards Participating Merchants Sign Up Rules

When a new Rewards Participant is created or assigned on to a new Scheme, the following checks and actions will be takenare performed:

CASERESULT
Rewards Participant sign Sign up Unit is a Unit that is not represented by a Rewards Participating Merchant.The Rewards Participant will be successfully registered/is registered successfully.
Rewards Participant sign Sign up Unit is a Unit that is represented by a not effective 'Not Effective' Rewards Participating Merchant.
  • The reward participant is not allowed to Rewards Participant cannot be created.
  • The reward participant Rewards Participant is not allowed to join a new Scheme.
Rewards Participant sign Sign up Unit is a Unit that is represented by an effective 'Effective' Rewards Participating Merchant
AND
Sign up new New Rewards Participantsis disabled'Disabled'.
  • The reward participant is not allowed to Rewards Participant cannot be created.
Rewards Participant sign Sign up Unit is a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
Sign up Rewards Participants owned by merchantOwned By Merchant's Group to new Schemes is disabled New Schemes is 'Disabled' 
AND
Rewards Participant is owned by the merchantMerchant's Group.
  • The reward participant Rewards Participant is not allowed to join a new Scheme.
Rewards Participant sign Sign up Unit is a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
Sign up Rewards Participants owned by other collaborating Owned By Other Collaborating Groups to new New Schemesis disabled 'Disabled'
AND
Rewards Participant is owned by another collaborating Group then .
  • The reward participant Rewards Participant is not allowed to join a new Scheme.
Rewards Participant sign Sign up Unit is a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
Merchant is allowed to sign Sign up existing Rewards Participants to new specific Schemes.
  • Only the Schemes that the merchant can both Merchant is allowed to select and that the Merchant can use for sign Sign up and is allowed to select can be added on Rewards Participants.
Rewards Participant sign Sign up Unit is a Unit that is represented by an effective'Effective' Rewards Participating Merchant
AND
Merchant is allowed to sign Sign up existing Rewards Participants to any new Schemes Schemes.
  • Only the Schemes that the merchant Merchant is allowed to select can be added on Rewards Participants.

Applying Rewards Participating Merchants Contribution Rules

When the Rewards Settlement Runs are executed, the contribution amount that the Merchant needs is obliged to pay the business that owns the Rewards platform is calculated. This amount is based on the awards Awards that have been providedgranted.

Note

Contribution Rules can only be applied on Purchase Customer Events and more specifically on the following Reward Offers:

CASERESULT
Contribution Rules are not setContribution is calculated to 100%.
Contribution Rules are set

For Purchase Customer Events

  1. If more than one rule is retrieved, then the one with the highest priority is usedapplied
  2. If there are contribution periods specified on in the rule and a period exists that covers the date that the Purchase Customer Event was performed exists then
    • Contribution Amount = Contribution % specified for that period * awarded amount
      • else 
    • Contribution Amount = Contribution % specified on the rule * awarded amount  
  3. An Invoice is created in the Merchant's Accounts Receivable for the total amount that was calculated calculated.

For Spend Request Customer Events

  1. The amount to be credited, which is equal to the amount that the customer actually spend spent through their wallet, is calculated
  2. A Credit Note is created in the merchant's Accounts Receivable for the total calculated amount that was calculated.
Note

In case that already settled Purchase or Spend Request Customer Events are cancelled, then the Settlements Run /wiki/spaces/WIP/pages/10008599 will consider them so that the Merchant's Accounts Receivable will be are debited or credited accordingly.

  • Cancelled Purchase Customer Event: Credit the Accounts Receivable
  • Cancelled Spend Request Customer Event: Debit the Accounts Receivable

Handling Cancelled Purchase Customer Events and Spend Request Customer Events when Applying Rewards Participating Merchants Contribution Rules - 
Status
colourGreen
titleAvailable 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 
CaseResult
Cancelled Purchase Customer Event
Note

If no Contribution Rules are defined on the Merchant, then the System checks if the Merchant belongs to a Merchant Group. If the Merchant belongs to such a Group, then the Contribution Rules defined in the Merchant Group are taken into consideration.

 

  1. If there are Contribution Rules specified for that Merchant, then the rule with criteria that are fulfilled based on the characteristics of the Purchase Customer Event are retrieved.
  2. If more than one rule is retrieved, then the one with the highest priority is used.
    1. If there are contribution periods specified on the retrieved rule and a period that covers the date the Purchase Customer Event was performed on is present, then:
        • The Merchant contribution percentage specified for that period is used
      • else 
        • The Merchant contribution percentage specified on the rule is used
        else
        • The contribution is set to 100%.

  • The amount to be credited is calculated and is equal to the awarded amount multiplied by the Contribution Percentage.
  • A Credit Note is created against the Merchant's Accounts Receivable.
  • All the related Award Transactions are updated by referencing the Credit Note that settled them.
Cancelled Spend Request Customer Event
  • The amount to be debited is calculated, which is equal to the amount that the customer spent through their Wallet
  • An Invoice is created against the Merchant's Accounts Receivable
  • All the related Spend Transactions are updated by referencing the Invoice that settled them.
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