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Configuring Rewards Definitions

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What does this section cover?

What are Rewards Definitions?

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

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Rewards definitions can exist in the system, but each one should have a unique name and alternative code
  • Only one active Rewards definition can exist at any given time
  • If no active Rewards definition exists, then no Rewards can be created
Create
  • Mandatory Fields must be defined
    • Name
    • Allowed Types
  • Name and alternative code must be unique
Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and alternative code must be unique
Not Applicable
DeleteNot Applicable
  • Cannot be deleted if its the active definition

Rewards Definition attributes 

Name

Description

NumberAn auto generated number that uniquely identifies the accounts receivable definitions
Name*The name of the definition
Alternative code*An alternative code for the definition. On creating a new definition it defaults 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
Allowed Reward Offer Types*It defines which of the pre-configured reward offer types will be available for selection when creating a new reward offer. Multiple types can be selected, but at least one reward offer type should exist

Defining your own Rewards Definition tailored to your company's needs

  1. Navigate to PATH
     
  2. Either search for an existing one or from the Top Menu click on NEW
    REWARDS DEFINITIONS
     

  3. MAIN INFORMATION

    1. Fill out the required information. Mandatory fields are marked with asterisks ( * )

      1. Name

      2. Alternative Code

      3. Description


  4. ALLOWED TYPES 

    1. Click on ADD and using the search modal add the types you would like to make available to add on a reward offer 

  5. 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
  6. From the Top Menu click on SAVE

Deleting Rewards 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 Rewards Definition

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