Navigating to Notification Run Definitions

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What are Notification Run Definitions?

Notification Run Definitions are used to define the rules by which Notification Runs, responsible for creating Notifications will be executed. The two Classifications of Notification Run Definitions are 'Financial' and 'Customer Care'. Each Classification supports separate Entities which result in the generation of different types of information. The Classification also determines the conditions available to be set on/by? each Run Definition.

Financial Classification
This is related to Financial information of the supported entities, such as balances and outstanding debts.
- Subscription
- Bills
- Wallets
- Wallet Product Consumption
Customer Care Classification
This is related to Customer Care information of the supported entities, such as confirmation of payments, award points earned, redeemed or expired and Goods and Services added to a Subscription.
- Subscriptions
- Jobs
- Activities
- Leads
- Service Requests
- Rewards Participants
- Award Transactions
- Spend Transactions
- Award Expiration Transaction
- Payment Gateway Cards
- Payment Gateway Requests
- Payments
- Buy in Advance Request
AVAILABLE FROM CRM.COM R12.0.0 Reward Offers Classification
This is related to Reward Offers Information.
- Reward Offers

Run Definitions must be submitted once created and will be executed once or on a recurring basis, based on the defined scheduling settings. Once a Definition is executed, a Process Run is logged, and once the Run is completed, the log information is available in the respective section.
The user has the option to delete the specific Run as long as it is not yet executed (still in 'Draft' state).
A Definition must be in an 'Effective' Life Cycle State to be submitted. The state can be changed between 'Effective' and 'Not Effective' using a dedicated action.

Navigate to Notification Run Definitions and explore existing entries via the Summary page.
Click on the link (Name or Number) of the entry of your interest to access the Data Entry page and see more detail, or submit the Definition.
Select a Classification ('Financial' or 'Customer Care') and use the Actions Menu to create a NEW Definition.
Use the Actions Menu to 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 Log button to view a log of changes performed on the displayed Notification Run Definition.

Check the Validations & Restrictions Table below for a list of available Actions when working with Notification Run, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Notification Run Definition fields.

Validations & Restrictions

Action	Validations	Restrictions	Additional Information
Create	Mandatory Fields must be defined Notification Type Customer Care Notifications: At least one Segment MUST be defined (in 'Included' or 'Excluded') Financial Notifications: At least one of the available criteria MUST be defined Name and Alternative Code must be unique	Selected Notifications Type should be associated to a Communication Template including Tags of the following Types exclusively: For Financial Notifications Notification Tags Contact Information Tags Accounts Receivable Tags For Customer Care Notifications Notification Tags Contact Information Tags Entity Tags of the Entity that is included in the related Notification Item AVAILABLE FROM CRM.COM R12.0.0 For Reward Offers Notifications Reward Offers Tags	On creating a new Notification Run, there is the option to select between two separate Classifications of Notification Run Definitions, depending on which different criteria are made available. Financial Accounts Receivable Wallet Subscription Notification Segment Notification History Customer Care Segments Notification History AVAILABLE FROM CRM.COM R12.0.0 Reward Offers Reward Offers
Edit	Mandatory Fields must be defined Name and Alternative Code must be unique	Selected Notifications Type should be associated to a Communication Template including Tags of the following Types exclusively: For Financial Notifications Notification Tags Contact Information Tags Accounts Receivable Tags For Customer Care Notifications Notification Tags Contact Information Tags Entity Tags of the Entity that is included in the related Notification Item AVAILABLE FROM CRM.COM R12.0.0 For Reward Offers Notifications Reward Offers Tags	If there is one or more scheduled Run using the same Definition, then a new Run Definition instance is created. The new Definition will have the same values and Unified Code as the first one, an augmented version number and all the modified information.
Delete	Not Applicable	Run Definitions cannot be deleted if there exists at least one scheduled or completed Run for that Definition.	Not Applicable

Attributes

An * indicates a field is mandatory

Name	Description
Main Information
Name*	The name of the Notification Run Definition.
Alternative Code	The alternative code of the Notification Run Definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
Description	A description of the Notification Run Definition.
Life Cycle State	The Life Cycle State of the Notification Run Definition. The supported values are 'Effective' and 'Not Effective'. Only 'Effective' Notification Run Definitions can be used to generate Notifications.
Unified Code	An auto-generated code which is used to group the various instances of the Notification Run Definitions
Version	An auto-generated number which is used to specify the version of each Run Definition. If the version is already in use by a Run, a new Run Definition Version is created each time the Definition is edited. The VIEW PREVIOUS VERSIONS link enables the user to search and view previous versions of the Definition.
Scheduled Date	This is a Read-only field which is available once a Run is scheduled. The date provided shows the latest date that the Run is scheduled to be executed on.
Notification Type*	The Type of Notification that will be created when the Notification Run Definitions are used to generate Notifications. The list of available Notification Types will be filtered according to the Classification selected on creating a new Notification Definition. Customer Care Process Financial Process AVAILABLE FROM CRM.COM R12.0.0 Existing Notification Type can be selected but a new one can also be created through the Notification Run Definitions.
Logging Method AVAILABLE FROM CRM.COM R12.0.0	Defines the method to be used for logging process run's results. Two options are available: Log Processed Successfully and Processed with Errors: If selected, both entities successfully processed and failed ones will be logged in the Process Run Log. Log Only Processed with Errors: If selected then only entities which failed to be processed will be logged in the Process Run Log.
Criteria DEPRECATED FROM CRM.COM-R12.0.0 ONWARDS From R12.0.0 onwards, the Criteria section is removed from Notification Run Definitions and moved to Notification Types.
Segment Criteria
Included in Segment	A list of Segments which are used to filter the Contact Information, Accounts Receivable or Notification Item that will be notified. Segments with one of the following main entities are available: Contact Information Accounts Receivable An entity included in the related Notification Item, determined by the Notification Type.
Excluded from Segments	A list of Segments which are used to prevent Contact Information, Accounts Receivable or Notification Items from being notified. Available options are the same as those of "Included in Segments".
Notification History Criteria
Notified Previously	Defines a list of Notifications that should have already been generated for the criterion to be considered as met. It includes the following options: Notification Typ Life Cycle State Created less than X UOT ago (measured in minutes, days, weeks, months or years) Created more than X UOT ago (measured in minutes, days, weeks, months or years)
Not Notified Previously	Defines a list of Notifications that should not already exist; i.e. the customers have not been sent these Notifications previously. Available options are the same as those of "Notified Previously".
Accounts Receivable Criteria Only available for Financial Notification Run Definitions
Accounts Receivable Balance	Filters the Accounts Receivable based on Balance. Two options are available, which can be used in tandem: More than:checks for a value that is more than or equal to the one specified (≥). Less than: checks for a value that is less than the one specified (<).
Accounts Receivable Outstanding Amount	Filters the Accounts Receivable based on Outstanding Amount and a specific due date. Two options are available, which can be used in tandem: More than:checks for a value that is more than or equal to the one specified (≥). Less than: checks for a value that is less than the one specified (<). The due date can be specified in one of the following ways: Due in X Days: The System checks for Accounts whose outstanding amount is due up to a date equal to the current date + X (a user-defined integer representing a number of days). For example, if the current date is the 23rd of the month and X is set as 5, the System retrieves accounts with outstanding amounts due up to the 28th. Due X days ago: The System checks for Accounts whose outstanding amount was due up to a date equal to the current date - X (a user-defined integer representing a number of days). For example, if the current date is the 23rd of the month and X is set as 5, the System retrieves accounts that were due up to the 18th.
Accounts Receivable Classification	Filters the Accounts Receivable based on a list of Accounts Receivable Classifications.
DEPRECATED FROM CRM.COM-R11.0.0 ONWARDS Accounts Receivable Credit Rating	Filters the Accounts Receivable based on a list of Accounts Receivable Credit Ratings.
Notification Criteria Only available for Financial Notification Run Definitions
Total Outstanding Amount per Notification	Filters the Notifications to be created based on the total outstanding amount of each Notification, calculated using associated respective invoices. Two options are available, which can be used in tandem: More than:checks for a value that is more than or equal to the one specified (≥). Less than: checks for a value that is less than the one specified (<).
Wallet Criteria Only available for Financial Notification Run Definitions
Wallet Balance	Filters the Accounts Receivable based on the Balance of Wallets owned by that account. Two options are available, which can be used in tandem: More than:checks for a value that is more than or equal to the one specified (≥). Less than: checks for a value that is less than the one specified (<).
Wallet Estimated Consumption Days	Filters the Accounts Receivable based on the estimated consumption days of Wallets owned by that account. Two options are available, which can be used in tandem: More than:checks for a value that is more than or equal to the one specified (≥). Less than: checks for a value that is less than the one specified (<).
Wallet Product Estimated Consumption Days	Filters the Accounts Receivable based on the Product estimated consumption days of Wallets owned by that account. Two options are available, which can be used in tandem: More than:checks for a value that is more than or equal to the one specified (≥). Less than: checks for a value that is less than the one specified (<).
Wallet Amount Expiration Up To Date AVAILABLE FROM CRM.COM R11.1.0	Filters the Wallets based on the amount that will expire by a defined date. Date Optionally, an amount to be expired by the specified date which is greater than or equal to a specified minimum (amount) can be used to filter the Wallets. Minimum Expiration Amount A minimum expiration amount cannot be provided without an expiration date.
Subscription Criteria Only available for Financial Notification Run Definition
Subscription Types	Filters the Accounts Receivable based on the Type of Subscriptions owned by the Accounts Receivable.
Billing Term Schemes	Filters the Accounts Receivable based on the Billing Term Schemes of Subscriptions owned by the Accounts Receivable.
DEPRECATED FROM CRM.COM-R11.0.0 ONWARDS Price Plans	Filters the Accounts Receivable based on the Price Plans of Subscriptions owned by the Accounts Receivable.
DEPRECATED FROM CRM.COM-R11.0.0 ONWARDS Billing Frequencies	Filters the Accounts Receivable based on the Billing Frequencies of Subscriptions owned by the Accounts Receivable.
DEPRECATED FROM CRM.COM-R11.0.0 ONWARDS Binding Periods	Filters the Accounts Receivable based on the Binding Periods of Subscriptions owned by the Accounts Receivable.
DEPRECATED FROM CRM.COM-R11.0.0 ONWARDS Binding State	Filters the Accounts Receivable based on the Binding State of Subscriptions owned by the Accounts Receivable.
Scheduling Setting
Scheduling Settings	Method - The following options are available: Run Now Run on Specific Date / Time Run Repeatedly Advanced Scheduling Refer to Scheduler Task for configuration guidelines.
Throttling Settings
Throttling Settings	Determines the maximum number of processed entries that should be affected per Run and the interval between each Run. This is available only if the Repeat and Advanced Repeat options are selected. Throttling settings include: Maximum Batch Size Start Again After X UOT (seconds, minutes, hours, days) Throttling Settings can be configured only if Logging Method is set to 'Log Processed Successfully and Processed with Errors'.
Process Runs
Process Runs	Displays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were processed. Incase of an error, the error code and descriptionis displayed.
Log Information
Log Details	The standard set of Log Details information available in all entities.

View Understanding Notifications for business examples related to Notification Runs.

Related Areas

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Understanding Notifications
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Configuring Notification Types
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Managing Notifications
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Using Notification Run Definitions

Helpful Links

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CRM.COM Quickstart Manual
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Working with Summary Pages - R18
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Working with Summary Pages
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Working with Summary Pages - R15
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Extracting a Printout from a Data Entry page