Managing Spend Transactions
- Former user (Deleted)
- Former user (Deleted)
- Persia Xenopoulou (Deactivated)
- p_demou (Deactivated)
Table of Contents
Navigating to Spend Transactions
REWARDS > REWARDS > MANAGE SPEND TRANSACTIONS
Using Spend Transactions
Spend Transactions are used to spend a specific amount of money, that was awarded by a Reward Offer, and debit the Rewards Participant's Wallet for that specific amount (if so defined in the Wallet Definition). In other words, Spend Transactions are the redemption of awards.
They cannot be manually created, but are generated by the execution of the Rewards Run Definition or by the submission of a Spend Request Customer Event.
- Navigate to Spend Transactions and explore existing records via the Summary page.
- Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail.
- Use BACK to return to the Summary page
- Click on ACTIONS to discover other possibilities available for Spend Transactions.
Check the Validations & Restrictions Table below for a list of available Actions when working with Spend Transactions including each Action's related restrictions, validations as well as additional information. View the Attributes Table for a comprehensive description of the Spend Transaction fields.
Validations & Restrictions
| Action | Restrictions | Validations | Additional Information |
|---|---|---|---|
| Create |
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| Edit |
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| Delete |
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| Cancel |
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Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
| Number | An auto-generated number that uniquely identifies each Spend Transactions |
| Rewards Participant | The Rewards Participant who is awarded |
| Spend Request Customer Event | The event that triggered the creation of the Spend Transaction |
| Amount | The amount that is awarded by the Spend Transactions |
| Life Cycle State | The Life Cycle State of the Spend Transaction which can be 'Posted' or 'Cancelled.' |
| Date | The date the Award was redeemed |
| Unit Amount Was Spent on | The Unit (which represents the merchant) that the Award was redeemed from |
Credit Note AVAILABLE FROM CRM.COM R11.0.0 | The number of the Credit Note Financial Transaction that is automatically generated by the Rewards Participating Merchant in order to credit the Reward Participant's Accounts Receivable because of this Spend Reward Transaction. This applies only if the Spend Request Customer Event is performed by a Rewards Participating Merchant for which the Crediting Rule is enabled. |
| Debit Wallet Transaction | The Debit Wallet Transaction that was triggered by the Spend Transaction |
Items The products on which the amount was spent | |
| Products | The product, along with the total amount for each product |
| Communications | |
| Communications | Communications related to the Spend Transaction |
| Log Information | |
| Archive Details AVAILABLE FROM CRM.COM R10.0.0 | Information related to archiving the transaction
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Log Details | The standard set of Log Details information available in all entities |
Additional Actions for Spend Transactions
Cancel Spend Transactions
- Navigate to REWARDS > REWARDS > MANAGE SPEND TRANSACTIONS
- Search for the Spend Transaction
- Click on the number/name of the record you would like to access, to go to the Data Entry page
- From the Action Menu click on ACTIONS > CANCEL SPEND TRANSACTION
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