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Navigating to Customer Events Definitions
CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS
What are Customer Events Definitions?
Customer Events Definitions is a set of business rules used to control the behaviour of Customer Events throughout their Life Cycle.
Customer Event Definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions are met.
- Navigate to Customer Event Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
- Click on the Audit Trail button to view a log of changes effected on the Customer Event under examination.
Check the Validations & Restrictions Table below for a list of available Actions when working with Customer Event, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Customer Event Definition fields.
Validations & Restrictions
| Action | Validations | Restrictions |
|---|---|---|
| General |
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| Create |
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| Edit |
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| Delete |
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Customer Events Definitions Attributes
Name | Description |
|---|---|
| Number | An auto-generated number that uniquely identifies the Customer Event Definition. |
| Name* | The name of the Definition. |
| Alternative Code* | An alternative code for the Definition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. |
| Description | A description of the Definition |
| State | The state of the Definition which can be 'Active' or 'Inactive'. Only one 'Active' Definition can exist at a time. |
Processing Automation Defines business processes that are automatically applied to Customer Events | |
| Event Types Processed Immediately | |
| Event Types Processed Immediately | Defines a list of all Customer Event Types which can be automatically selected for immediate processing. AVAILABLE FROM CRM.COM R10.0.0 As from CRM.COM R10, Achievement, Referral and Financial Achievement Customer Events cannot be automatically selected for immediate processing. |
| Purchase Customer Events Automation | |
| Purchase Customer Events Automation | Defines a list of Invoice types that will automatically create Purchase Customer Event when posted. |
| Payment Medium Brand Automation AVAILABLE FROM CRM.COM R10.0.0 Defines the rules used to automatically set the Payment Medium Brand on Purchase or Financial Achievement Customer Events, based on the format of the specified Payment Medium identifier. These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier but without a Payment Medium Brand. | |
| Rule Name | The name of the rule, which is generated automatically whenever a new rule is added. |
| Conditions | The criteria that must be met to automatically set the specified Payment Medium Brand on the Customer Event that triggered the rule. It is mandatory to specify at least one of the condition criteria. |
| Formatting | The formatting that will be used to set up the conditions. The following options are available:
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| Payment Medium Identifier Length Range | The range of inclusive values for the length of the Payment Medium identifier. If the range is specified and the values are within the range, the rule is applied. This is applicable only if the formatting is set to 'Simple Formatting'. |
| Payment Medium Identifier Begins with | If specified, then the Payment Medium identifier should begin with the specified value. This is applicable only if the formatting is set to 'Simple Formatting'. |
| Payment Medium Identifier Ends with | If specified, then the Payment Medium identifier should end with the specified value. This is applicable only if the formatting is set to 'Simple Formatting'. |
| Regular Expression | The regular expression that will be used to evaluate the rule against the specified Payment Medium identifier. This is applicable and mandatory only if the formatting is set to 'Advanced Formatting'. |
Payment Medium Type Automation AVAILABLE FROM CRM.COM R10.0.0 These rules apply only if the Customer Event is submitted with a specified Payment Medium identifier but without a Payment Medium Type. | |
| Rule Name | The name of the rule. The rule name is generated automatically whenever a new rule is added. |
| Automatically set to Payment Medium Type | The Payment Medium Type that will automatically be set on the Customer Event if the conditions are fulfilled |
| Conditions | The criteria that must be met to automatically set the specified Payment Medium Type on the Customer Event that triggered the rule. It is mandatory to specify at least one of the condition criteria. |
| Formatting | The formatting that will be used to set up the conditions. The following options are available:
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| Payment Medium Identifier Length Range | The range of inclusive values for the length of the Payment Medium identifier. If the range is specified and the values are within the range, the rule is applied. This is applicable only if the formatting is set to 'Simple Formatting'. |
| Payment Medium Identifier Begins with | If specified, then the Payment Medium identifier should begin with the specified value. This is applicable only if the formatting is set to 'Simple Formatting'. |
| Payment Medium Identifier Ends with | If specified, then the Payment Medium identifier should end with the specified value. This is applicable only if the formatting is set to 'Simple Formatting'. |
| Regular Expression | The regular expression that will be used to evaluate the rule against the specified Payment Medium identifier. This is applicable and mandatory only if the formatting is set to 'Advanced Formatting'. |
| Payment Medium Identifier Automation AVAILABLE FROM CRM.COM R10.0.0 Defines the rules used to automatically adjust the Payment Medium identifier specified on Purchase or Financial Achievement Customer Events, before saving the Events. | |
| Adjustment Method | The method that will be used to adjust the Payment Medium identifier. The available options are:
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| Number of Characters | The number of characters (Last or First) that should be kept after adjusting the Payment Medium identifier. This is applicable and mandatory unless the 'No Adjustment' option is selected. |
Processing Rules Defines business rules that are automatically applied while creating and processing Customer Events | |
| Spend Request Customer Events Rules Defines business rules that are automatically applied when creating and processing Spend Request Customer Events | |
| Allow Creating Spend Requests for Specific Amount | Determines whether a specific amount to be spent can be specified on a Spend Request Customer Event. If enabled, then the amount will become mandatory on the Spend Request. |
| Minimum Spend Request Amount | Defines the minimum amount that can be requested through a Spend Request Customer Event. This information is optional and applicable only if the "Allow Creating Spend Requests for Specific Amount" is checked. If not specified, then the minimum Spend Request Amount will not be validated. |
| Maximum Spend Request Amount | Defines the maximum amount that can be requested through a Spend Request Customer Event. This information is optional and is applicable only if the "Allow creating Spend Requests for specific amount" is checked. If not specified then the maximum Spend Request amount will not be validated. |
| Reject Spend Requests If the Requested Spend Amount is Not Covered | If enabled, then Spend Requests will be rejected (and not created in CRM.COM) if the requested amount for that combination of products, date / time, unit is more than the Wallet Balance. The Requested Spend Amount is either the amount of the related Purchase Customer Event or the amount specified on the Spend Request Customer Event Type. |
| Applicable Classifications | Defines a list of Spend Request Customer Event Classifications which should be associated with Spend Request Customer Event Types for the rule to be applicable. More than one Classification can be added to the list. |
| Log Information | |
| Log Deatils | The standard set of Log Details information available in all entities |
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