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Understanding Wallets

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What are Wallets ?

Wallets  Glossary

TermDescription
  
  
  
  

Wallets  Key Processes and Concepts

 

Processes / ConceptDescription

EXAMPLE

Allocation Process & Allocation Principles

EXAMPLE

The allocation process is used to allocate credit transactions against debit transactions to settle them.
The allocation process is an automated process triggered every time a financial transaction becomes 'Posted'.
Within CRM.COM, you have the option to select between one of 2 main allocation process principles, that will be applied to all financial transactions within the system;

  • FIFO :Where a credit is allocated against the oldest available (non-allocated) debit automatically
  • FIFO & Against Item :Where a credit is allocated first against a designated debit and any remaining amount is allocated FIFO
  

Wallets  Network Characteristics

Network Characteristics define the level of access for each record. i.e. Whether it will be available for selection, for viewing or editing etc.

EntityNetwork Characteristics

 

EXAMPLE

Accounts Receivable Classifications 

 

Wallets  Related Modules

Interaction EntityHow
  
  
  

 

Wallets  - Business Examples

The following section provides business examples to help you understand how CRM.COM Wallets  module is used.

Title of the Business example

Provide a title for the business example. (Keep simple and short)

Business Requirement

Company ZX .......

 

CRM.COM Solution

...........

  • Configuration
  • User Process

 

More Information on Specific modules can be found at:

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