AVAILABLE FROM CRM.COM R10.0.0

Using Rewards Participating Merchant rules

Each of the rules defined on the Rewards Participating Merchant is triggered when the specific process is executed in the system. Read on to find out how the 

Applying Rewards Participating Merchants Award Rules

This set of processes is used in order to apply the award rules specified on a rewards participating merchant. The following logic is applied:

On evaluating a customer event in order to award it

• If the customer event was performed by a unit that is not represented by an effective or not effective rewards participating merchant then
  • The standard (existing) functionality is applied in order to award the customer event
• If the customer event was performed by a unit that is represented by a not effective rewards participating merchant then
  
  • No award is provided
• If the customer event was performed by a unit that is represented by an effective rewards participating merchant then
  • If the "Award rewards participants owned by merchant's group" is disabled and the rewards participant related with the customer event is owned by the merchant's group then
    • No award is provided
  • If the "Award rewards participants owned by other collaborating groups" option is disabled and the rewards participant related with the customer event is owned by another collaborating group then
    • No award is provided
  • If the merchant is allowed to award offers belonging to specific schemes then
    • Awards are provided only by offers belonging to the schemes that both the merchants is allowed to award and the schemes that the rewards participant is participating to
  • If the merchant is allowed to award offers belonging to any schemes then
    • Awards are provided only by offers belonging to the schemes that that the rewards participant is participating to

Applying Rewards Participating Merchants Spend Rules

This set of processes is used in order to apply the spend rules specified on a rewards participating merchant. The following logic is applied:

• On submitting a spend request customer event 
  • If the spend request was performed by a unit that is not represented by an effective or not effective rewards participating merchant then
    • The standard (existing) functionality is applied in order to award the customer event
  • If the spend request was performed by a unit that is represented by a not effective rewards participating merchant then
    
    • The spend request is not allowed
  • If the spend request was performed by a unit that is represented by an effective rewards participating merchant then
    • If the "Submit spend requests on behalf of rewards participants owned by merchant's group" is disabled and the rewards participant related with the spend request is owned by the merchant's group then
      • The spend request is not allowed
    • If the "Submit spend requests on behalf of rewards participants owned by other collaborating groups" option is disabled and the rewards participant related with the customer event is owned by another collaborating group then
      
      • The spend request is not allowed
    • Else
      
      • The standard (existing) functionality is applied in order to award the customer event

Applying Rewards Participating Merchants Sign Up Rules

This set of processes is used in order to apply the sign up rules specified on a rewards participating merchant. The following logic is applied:

• On creating a new rewards participant or signing up a rewards participant to a new scheme
  • If the rewards participant sign up unit is a unit that is not represented by an effective or not effective rewards participating merchant then
    • The standard (existing) functionality is applied in order to award the customer event
  • If the rewards participant sign up unit is a unit that is represented by a not effective rewards participating merchant then
    
    • The reward participant is not allowed to be created
    • The reward participant is not allowed to join a new scheme
  • If the rewards participant sign up unit is a unit that is represented by an effective rewards participating merchant then
    • If the "Sign up new reward participants" is disabled then
      • The reward participant is not allowed to be created
    • If the "Sign up rewards participants owned by merchant's group to new schemes" is disabled and the rewards participant is owned by the merchant's group then
      • The reward participant is not allowed to join a new scheme
    • If the "Sign up rewards participants owned by other collaborating groups to new schemes" option is disabled and the rewards participant is owned by another collaborating group then
      
      • The reward participant is not allowed to join a new scheme
    • If the merchant is allowed to sign up existing reward participants to new specific schemes then
      • Only the schemes that the merchant can both use for sign up and is allowed to select can be added on reward participants
    • If the merchant is allowed to sign up existing reward participants to any new schemes then
      • Only the schemes that the merchant is allowed to select can be added on reward participants

Applying Rewards Participating Merchants Contribution Rules

This set of processes is used in order to apply the contribution rules specified on a rewards participating merchant. The following logic is applied:

• On performing the rewards settlement runs
  • The system retrieves only accounts receivable which are related with any effective or not effective rewards participating merchant
  • The system retrieves the purchase customer events that were not settled yet were performed by the specified merchant and were awarded
  • For each purchase customer event 
    • The system calculates the contribution percentage as follows:
      • If there are contribution rules specified for that merchant then
        • The system retrieves the contribution rule that has criteria that are fulfilled based on the characteristics of the purchase customer event
          • If more than one rule is retrieved, then the one with the highest priority is used
        • If there are contribution periods specified on the retrieved rule and a period that covers the date that the purchase customer event was performed exists then
          • The merchant contribution percentage specified for that period is used
        • else 
          • The merchant contribution percentage specified on the rule is used
      • Else
        • The contribution is set to 100%
    • The amount that the merchant will be debited for is equal to the awarded amount multiplied by the contribution percentage
      • If the rewards participant currency is different than the merchant's currency then 
        • The amount is converted into the merchant's currency
  • The system creates an invoice in the merchant's accounts receivable for the total amount that was calculated 
  
  
  • The system retrieves the spend request customer events that were not settled yet and were performed y the specified merchant 
  • For each spend request customer event 
    • The system calculates the amount that should be credited, which is equal to the amount that the customer actually spend through its wallet
      • If the rewards participant currency is different than the merchant's currency then 
        • The amount is converted into the merchant's currency
  • The system creates a credit note in the merchant's accounts receivable for the total amount that was calculated
    
    
  • CRMCOM-6014 - Handling award reward transactions and spend reward transactions that are cancelled after being settled CODE DESIGN The system processes any cancelled purchase or spend request customer events that were cancelled after being settled (see related process below)

Applying Rewards Participating Merchants Crediting Rules

This set of processes is used in order to apply the crediting rules specified on a rewards participating merchant. The following logic is applied:

• When a Spend Reward Transaction is created
  
  • The system checks whether the Crediting Rules of the Rewards Participating Merchant who performs the event are enabled.
  • If Crediting rules are enabled then
    • The process validates that both the Credit Note financial transaction type and the Product that will be included in the Credit Note are defined in the Crediting Rule. If not defined, then no Credit Note is not created.
    • The process generates a new Credit Note based on:
      • The Accounts Receivable of the Rewards Participant for which the spend request customer event is submitted for.
      • The Credit Note financial transaction type of the Crediting Rule
      • The Product to be included in the Credit Note of the Crediting Rule
      • The amount of the product is set to equal to the Spend Reward Transaction's total amount which is generated based on the spend customer event.
        • It has to be noted that the Spend Customer Events is always generated using the system's default currency, whereas the spend reward transaction will be generated based on the rewards participant's preferred currency. The process ensure that the Credit Note will be generated based on the spend reward transaction's amount.
      • The Credit Note is also posted.
      • The Credit Note should be generated asynchronously
    • The process also creates a relation between the Credit Note and the Spend Reward Transaction
  • If Crediting rules are not enabled, then the rewards participant is not credited.