AVAILABLE FROM CRM.COM R11.0.0
Financial Statement Reward Offer Attributes
An * indicates a field is mandatory
Reward Financial Statement offers are used to award customers who have reached specific key business objectives as measured through financial statement Customer Events and their related Key Performance Indicators (KPI). They are directly related to Financial Statement Customer Events
Name | Description | ||||||||
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| Main Information | |||||||||
| Number | An auto-generated number that uniquely identifies each Reward Offer | ||||||||
Template | The Reward Offer Template that if selected will carry over predefined information, such as Offer Classification, Award and spend conditions. View Configuring Reward Offer Templates for more information | ||||||||
| Scheme* | The reward scheme that the Reward Offer belongs to | ||||||||
| Type* | The type of the Reward Offer, that will determine its business behaviour. Reward Offer types are filtered based on the Organisational Unit of the logged in user. | ||||||||
| Name* | The name of the Reward Offer | ||||||||
| Alternative Code | The alternative code of the Reward Offer | ||||||||
| Life Cycle State | The Life Cycle State of the Reward Offer which can be 'Effective' or 'Not Effective'. By default, Reward Offers are created as 'Not Effective'. | ||||||||
| Latest Effective Date | The latest date that the Reward Offer become 'Effective'. This information is set or updated each time the Life Cycle State of the Reward Offer changes from 'Not Effective' to 'Effective'. | ||||||||
| Description | A description of the Reward Offer | ||||||||
| Category | The category of the Reward Offer. This is filtered based on the allowed categories defined in the Reward Offer Type. | ||||||||
Evaluation Method AVAILABLE FROM CRM.COM R10.0.0 | The method that will be used to evaluate the Offer. For the evaluation of the specific Reward Offer Type, only one option is available:
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| Award | |||||||||
| Award* | The Award given if the Offer Award Conditions are met. Only one of the available options can be selected, and it is mandatory that at least one is defined.
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Apply ifbestaward is provided | If enabled then the Reward Offer will be applicable only if the provided award is the best award (highest amount) among other Reward Offers that might be applicable. Bydefaultthis option is set as disable | ||||||||
| Offer Validity | |||||||||
| Validity | Offer Validity is used to define the period ranges that the Reward Offer is valid for. Two validity options are available:
The validation is done against the Customer Event 'Performed Date' | ||||||||
| Reward Award Validity | |||||||||
Reward Award Validity | Reward Award Validity is used to define the period for which an Award remains valid for the participant to spend. By default all awarded Offers will remain valid unless a Reward Award Validity period is defined in the Reward Offer on which the Award Transaction will be based. Reward Award Validity settings can be specified as:
The Date up to which the award is valid is not inclusive. | ||||||||
| Award Conditions* | |||||||||
| Financial Statement Conditions* | The conditions related to the Classification of the Financial Statement | ||||||||
| Numberof Awards By This Offer* | Determines how many awards can be provided to each participant by this offer. The options are the following:
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| Financial Statement Classifications | Financial Statement Classifications for which Participants are awarded if they accomplish. Financial Statement Classifications are set on Financial Statement Customer Events | ||||||||
| Key Performance Indicator Conditions | The conditions related withthemeasuredKey Performance Indicators (KPI) of the Financial Statements that were submitted. Multiple entries can be specified but the combination of KPI and Product should be unique per each offer | ||||||||
| Key Performance Indicators (KPI) | For each KPI condition the following information is defined
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| Segment Conditions | Additional conditions which can be set using segments. It is not mandatory to specify a condition in this section. | ||||||||
| Included in Segment | A list of segments which are used to filter the Customer Events that are allowed to be awarded. The criteria consist of the following:
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| Not included in Segment | A list of segments which are used to exclude the Customer Events that are not allowed to be awarded. The criteria consist of the following:
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| Organisational Conditions | Defines the Groups or Units that submitted the Customer Event and are allowed to award the Offer. It is not mandatory to specify a condition in this section. | ||||||||
| Allowed Groups / Units | A list of Groups or Units that can award the Offer For a Rewards Participant to meet the criteria and get awarded: The Unit of the Customer Events and Spend Requests need to satisfy the Allowed Organisational Unit Conditions of Award and Spend Conditions under the Reward Offers. | ||||||||
Location Conditions | The conditions related to the Rewards Participant's location | ||||||||
Allowed Areas/Cities/Districts
| A list of Areas, Cities or Districts that should be associated with the Rewards Participant's active addresses If location conditions are specified then, at least one of the active addresses of the participant should include at least one of the location fields defined in the conditions | ||||||||
Period Conditions | The conditions related to the period during which the Customer Event was performed. | ||||||||
Maximum period to be awarded
| The maximum period that the Customer Event might remain unprocessed. After this period, the Customer Event is no longer valid to be awarded. The period range consists of Period and a UOT, which can be weeks, months or years. If period conditions are specified then, the unprocessed purchase Customer Event must be submitted within the specified period | ||||||||
Spend Conditions If no Spend Conditions are defined, then the awards can be spent unconditionally | |||||||||
| Time Conditions | Determine on which days and/or at which time, the awarded Offer can be spent. It is not mandatory to specify a condition in this section. | ||||||||
| Day | Determines the days of the week on which customers can spend the Offer's Awards. All weekdays are available and can be enabled or disabled. | ||||||||
| Hours | Determines a set of hour ranges during which customers can spend the Offer's Awards. | ||||||||
| X UOT after awarding | Represents an open-ended date period, starting from a date which is set to X days, weeks or months after the date that the Offer was awarded, during which customers can spend the Offer's Awards. | ||||||||
| Product Conditions | Defines the Products that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section. | ||||||||
| Allowed Products / Product Types /Product Families | A list of Products, Product Types or Product Families that the Reward can be spent on. | ||||||||
| Organisational Conditions | Defines the Groups or Units that the awarded Offer can be spent on. It is not mandatory to specify a condition in this section. | ||||||||
| Allowed Groups / Units | A list of Groups or Units that the reward can be spent on. For a Rewards Participant to meet the criteria and get awarded: The Unit of the Customer Events and Spend Requests need to satisfy the Allowed Organisational Unit Conditions of Award and Spend Conditions under the Reward Offers. | ||||||||
| Log Information | |||||||||
Owned by Group | The Group that owns the specific Reward Offer, which automatically defaults to the Group of the signed in User. | ||||||||
Privacy Level | The Privacy Level of the Reward Offer | ||||||||
| Log Details | The standard set of Log Details information available in all entities | ||||||||
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