What does this section cover?
What are Rewards Definitions?
Rewards definitions is a set of business rules used to control the behavior of Rewards throughout their whole life cycle.
Creating, Editing & Deleting Validations & Restrictions
Action | Validations | Restrictions |
---|---|---|
General |
|
|
Create |
| Not Applicable |
Edit |
| Not Applicable |
Delete | Not Applicable |
|
Rewards Definition attributes
Name | Description |
---|---|
Number | An auto generated number that uniquely identifies the accounts receivable definitions |
Name* | The name of the definition |
Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified |
Description | A description for the definition |
State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
Defining your own Rewards Definition tailored to your company's needs
- Navigate to PATH
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
LOG INFORMATION
Log information section keeps all the logging information related to the specific record
- Basic set of information available in all entities
- Created By User: The user that created the entity
- Created By Unit: The unit of the user that created the entity
- Updated By User: The user that last updated the entity
- Updated by Unit: The unit of the user that last updated the entity
- Date Created: The date the account was entity
- Date Updated: The date the account was last entity
- Basic set of information available in all entities
- From the Top Menu click on Save
Deleting Rewards Definitions
- Search for the entity that you would like to delete
Visit Using Summary Pages to find out how you can search using CRM.COM Summary Screens - Click on the link of the record you would like to delete, to be transferred to the Data Entry page
- From the actions menu click on "DELETE"
The entity will be deleted given that the validations are satisfied
Changing the Life Cycle State of Rewards Definition
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Visit /wiki/spaces/WIP/pages/10010220 Rewards for business examples related to
Related Areas
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Reward Financial Achievement — Find out how to create a new Rewards Offers of Classification Reward Financial Achievement
-
Reward On Name-day — Find out how to create a new Rewards Offers of Classification Reward On Name-day
-
Applying Rewards Participating Merchant Rules — Learn how the rules established in the Rewards Participating Merchants are applied and how they affect System behaviour - AVAILABLE FROM CRM.COM R10.0.0
-
Reward Financial Statement — Find out how to create a new Rewards Offers of Classification Reward Financial Statement
-
Using Award Expiration Run Definitions — Learn to configure Award Expiration Run Definitions that dictate the overall behaviour of the Award Expiration Run
-
Managing Award Expiration Transactions — Learn to work with Award Expiration Transactions
-
Configuring Reward Offer Templates — Learn to configure Reward Offers Templates
-
Using Reward Settlement Run Definitions — Learn to configure Reward Settlement Run Definitions that will dictate the overall behaviour of Reward Settlement Runs
-
Just Money — Find out how to create a new Rewards Offers of Classification Just Money
-
Reward Achievement — Find out how to create a new Rewards Offers of Classification Reward Achievement
-
Increase Revenue, Product Based — Find out how to create a new Reward Offers of Classification Increase Revenue, Product based
-
Reward Loyalty, Transaction Amount Based — Find out how to create a new Rewards Offers of Classification Reward Loyalty, Transaction Amount Based
-
Reward Referrals — Find out how to create a new Rewards Offers of Classification Reward Referrals
-
Increase Revenue, Transaction Based — Find out how to create a new Rewards Offers of Classification Increase Revenue, Transaction based
-
Reward Sign Ups — Find out how to create a new Rewards Offers of Classification Reward Sign Ups
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