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To start using Wallets configure the System to support your business model. In the following table, you can find the configuration modules related to Wallets.

Sub-module	Type	Classification	Navigation	Dig In
Wallets Definitions	Configuration		CONFIGURATIONFINANCE APPLICATIONWALLETSSET UP BUSINESS DEFINITIONS	Configuring Wallet DefinitionsWallets
Wallets Transaction Types	ConfigurationApplication		FINANCEFINANCE APPLICATIONWALLETSSET UP WALLET TRANSACTION TYPES	Configuring Wallet Transaction TypesWallets
Wallet Expiration Run Definition	TransactionalApplication		FINANCEWALLETSPERFORM WALLET BALANCE EXPIRATION RUNS	Using Wallet Balance Expiration Run DefinitionsWallets

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Step 1: Setting Up Wallets Definitions 

First, you will need to configure an active Wallets Definition Start by configuring an 'Active' Wallets Definition.

Wallet Definitions is a set of business rules used to control the behaviour of Wallets throughout their whole life cycletheir Life Cycle.

Through the definition Definition you can:

• Define values of related Wallet Causes:

  • Create Wallets:  A definition of the The causes that will result in automatically creating new wallets, and includes the followingthe automatic creation of new Wallets, including:

    • On creating New a new Accounts Receivable.
    • On using an Accounts Receivable on a Prepaid Subscription.
    • On using accounts receivable in reward participantsAccounts Receivable in Reward Participants.

  • Cancel Wallets: A definition of the The causes that will result into automatically cancelling wallets, and includes the followingin the automatic cancelling of Wallets,  including:

    • On Terminating an Accounts Receivable.
    • On Terminating the relation of Wallets with any Subscriptions or Rewards Participants (Either last prepaid subscription or last Rewards Participant)Wallets with (last prepaid) Subscription and/or (last) Rewards Participant.

  • Debit Wallets:  A definition of the The causes that will result into automatically debiting wallets, and includes the following:

    During

    in the automatic debiting of Wallets, including:

    • A Prepaid Billing Run
    • On spend reward transactionsSpend Reward Transactions
  • Credit Wallets: A definition of the The causes that will result into automatically crediting wallets, and includes the following:
    On result in the automatic crediting of Wallets, including:
    
    • Payments posting (applicable for all payment type Payment Types or specific typesTypes)
    • On Credit Note posting (applicable for all credit note type Credit Note Type or specific typesTypes)On award reward transactions
    • Award Reward Transactions
  • Reimbursing Wallets: A definition of the The causes that will result into automatically reimbursing wallets, and includes the following:
    On result in the automatic reimbursing of Wallets, including:
    
    • Cancelling a Wallet
    • On Changing a Prepaid Subscription Accounts Receivable
  • Void Wallet Transactions: A definition of the The causes that will result into automatically voiding wallet transactions, and includes the following:
    On result in the automatic voiding of Wallet Transactions, including:
    

    • Cancelling a Payment (applicable for all payment Payment cancellation types Types or specific typesTypes)

      On
  • • Cancelling a Reward Award Transaction
  On
  • • Cancelling a Spend Award Transaction
• Define values of related Wallet Rules:
  • Crediting Rules: Specify the rules that will be applied during while crediting a walletWallet.
  • Reimbursing Rules: Specify the rules that will be applied during while reimbursing a walletWallet
  • Voiding Rules: Specify the rules that will be applied during while voiding a walletWallet.

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Step 2: Setting Up Wallets Transaction Types and Wallet Balance Expiration Runs

Configure the following modules for additional functionality and categorisation. You can skip the configuration of these modules if it is not required by your business model.

• Wallets Transaction Types: Used to define the behaviour and the nature of each wallet transaction Wallet Transaction and the business processes, rules and restrictions that should be applied to creating wallet transactionsWallet Transactions, based on the wallet transaction type classificationWallet Transaction Type Classification. The supported wallet transaction type classifications supported Classifications are the following:
  • Credit
  • Debit
  • Reimburse
  • Void
• Wallet Balance Expiration Run Definitions:  Wallet Balance Expiration Run Definitions are used to Used to define the rules by which Runs will be performed, to identify the Wallet amount that should be expired and debit the Wallet for the unspent amount of money . (The the identification process is done performed based on the specified Expiration Date and the amount already spent). The resulting debit that resulting debit that reflects the expired amount is directly allocated against the expired credit amount.
  The Expiration - Date is specified either manually or automatically, as part of a Reward Offer Award that has a specific Expiration Date.