R9 - Configuring Customer Events Definition

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Dec 10, 2015
3 min read

What does this section cover?

What are Customer Events Definitions?

Customer Events definitions is a set of business rules used to control the behavior of Customer Events throughout their whole life cycle.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Customer Events definitions can exist in the system, but each one should have a unique name and alternative code
  • Only one active Customer Events definition can exist at any given time
  • If no active Customer Events Definition exists, then no Customer Events can be created
Create
  • Mandatory Fields must be defined
  • Name and Alternative code must be unique
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and alternative code must be unique
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if it is the active definition

Customer Events Definition attributes 

Name

Description

NumberAn auto generated number that uniquely identifies the customer event definition
Name*The name of the definition
Alternative Code*An alternative code for the definition. On creating a new definition it should default to the first letter of each word included in the name (in capitals), if nothing else is specified
DescriptionA description for the definition
StateThe state of the definition which can be active or inactive. Only one active definition can exist at any point
Processing Automation It defines business processes that are automatically applied on customer events
Event Types Processed Immediately

It defines a list of all the supported customer event types, which can be enabled or disabled in order to automatically process customer events of that type immediately or not.

Purchase Customer Events Automation

It defines a list of invoice types that will automatically be creating purchase customer events while they are posted.

Processing Rules

AVAILABLE FROM CRM.COM R9

It defines business rules that are automatically applied while creating and processing customer events
Spend Request Customer Events RulesIt defines business rules that are automatically applied while creating and processing spend request customer events
Allow creating spend requests for specific amountIt defines if a specific amount to be spend can be specified on spend request customer events. If it is enabled then the spend amount will become mandatory on the spend request.
Minimum Spend Request AmountIt defines the minimum 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 minimum spend request amount will not be validated
Maximum Spend Request AmountIt 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 CoveredIf enabled then spend requests will be rejected (and not created within CRM.COM) if the requested spend amount is not covered (i.e. the wallet balance for that combination of products, date / time, unit is less than the requested amount). The requested spend amount is either the amount of the related purchase customer event or the specific spend amount that is specified on the spend request customer event
Applicable Classifications

Defines a list of spend request customer event classifications which should be related with spend request customer events in order for the rule to be applicable. More than one classifications can be added in that list.

Defining your own Customer Events Definition tailored to your company's needs

  1. Navigate to CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP DEFINITIONS 
  2. Either search for an existing one or from the Top Menu click on NEW
     

  3. MAIN INFORMATION

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. Description

        CUSTOMER EVENTS DEFINITION

  4. PROCESSING AUTOMATION

    1. PURCHASE CUSTOMER EVENTS AUTOMATION

      1. Click on ADD to select the invoice types that will automatically trigger the creation of purchase customer events, on posting.

    2. EVENT TYPES PROCESSED IMMEDIATELY

      1. Select the customer event types that should be processes immediately automatically by checking their check box.

  5. PROCESSING RULES

    1. SPEND REQUEST CUSTOMER EVENTS RULES

      1. Click on ADD to add a new rule
        You can add multiple rules 
      2. Click on the rule you added, from the panel list to select and define the rules and condition
        1. Allow creating spend requests for specific amount: Check to enable 
        2. Minimum Spend Request Amount: Define the minimum spend request amount that can be requested
        3. Maximum Spend Request Amount: Define the maximum spend request amount that can be requested
        4. Reject Spend Requests if the Requested Spend Amount is not Covered: Check to enable 
      3. Applicable Classifications:
        1. Click on ADD and select the classifications that the rules should be applied on


  6. LOG INFORMATION

    Log information section keeps all the logging information related to the specific record

    • Basic set of information available in all entities
      • Created By User: The user that created the entity
      • Created By Unit: The unit of the user that created the entity
      • Updated By User: The user that last updated the entity
      • Updated by Unit: The unit of the user that last updated the entity
      • Date Created: The date the account was entity
      • Date Updated: The date the account was last entity
        LOG DETAILS
  7. From the Top Menu click on SAVE

Deleting Customer Events Definitions

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

Changing the Life Cycle State of Customer Events Definition

  1. Navigate to the module you would like to activate a different definition for
  2. From the menu click of the Summary page click on ACTIONS >  ACTIVATE DEFINITION
    Activating
  3. From the Drop Down select the definition you would like to set as active
  4. Click on "SAVE"
    System will switch between active and inactive definitions

 

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