Using Reward Offers Evaluation Run Definitions

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Navigating to Reward Offers Evaluation Run Definitions

REWARDS > REWARDS > PERFORM REWARD OFFERS EVALUATION RUNS

What are Reward Offers Evaluation Run Definitions?

Reward Offers Evaluation Run Definitions are a set of business rules, used by Reward Offers Evaluation Runs to evaluate Rewards Participants and their related information against the Reward Offers provided by their Participating Reward Scheme. 
The result of the Reward Offers Evaluation Run is Award Transactions and Spend Transactions that will debit or credit the Wallet of the Rewards Participant accordingly.

Run Definitions must be submitted once created and are executed once or on a recurring basis, depending on the defined Scheduling Settings. Each time a Definition is executed, a Process Run is logged, and once the Run is completed, the information is available in the respective screen.
The user has the option to delete the specific run provided it has not been 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 Reward Offers Evaluation Run 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, or submit the Definition. 

  • 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. 

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

Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General
  • Multiple Reward Offers Evaluation Run Definitions can exist in the system, but each one should have a unique Name and Alternative Code
  • NotApplicable
  • Not Applicable
Create
  • Mandatory Fields must be defined
  • Name and Alternative Code must beunique
  • Not Applicable
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and Alternative Code must beunique
  • Not Applicable
  • If there are one or more scheduled Runs 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
Submit
  • Not Applicable
  • Not Applicable

Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
NumberAn auto-generated number that uniquely identifies the 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.
DescriptionA description of the Definition
Life Cycle StateThe Life Cycle State of the Definition which can be 'Effective' or 'Not Effective'.
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.

"VIEW PREVIOUS VERSIONS" link allows you to search and view any previous versions of the Definition

Scheduled DayDisplays the date that the run is scheduled to be executed

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
Reward Schemes
Reward SchemesDefines the Reward Schemes that should be considered during the evaluation process
Reward Offer Types
Reward Offer TypesDefines the Reward Offer types that should be considered during the evaluation process

Scheduling Settings

Determines when the Definition will be executed after being submitted

Scheduling Settings*

The following options are available:

  • Run Now
  • Run on Specific Date / Time
  • Run Repeatedly
  • Advanced Scheduling

Check out Scheduler Task - Global to find out how the options can be configured

Process Runs
Process RunsDisplays all the Award Expiration Runs which were performed based on the specific Run Definition, as well as all the Run Information
Log Information
Log DetailsThe standard set of Log Details information available in all entities  

View Understanding Rewards for business examples related to Reward Offers Evaluation Runs