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Applying Rewards Participating Merchant Rules

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AVAILABLE FROM CRM.COM R10.0.0

Table of Contents


Using Rewards Participating Merchant Rules

The rules defined in the Rewards Participating Merchant are triggered whenever the specific process is executed. The application by the System of the various configurations of the rule is described below. 

Applying Rewards Participating Merchants Award Rules

When a Customer Event associated with a Reward Offer is created, the following checks and actions take place upon its evaluation:

CASERESULT
Customer Event is performed by a Unit that is not represented by a Rewards Participating Merchant.Award is provided.
Customer Event is performed by a Unit that is represented by a Rewards Participating Merchant whose state is 'Not Effective'.Award is not provided.
Customer Event is performed by a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
Award Rewards Participants Owned by Merchant's Group is 'Disabled'
AND
Rewards Participant is related with the Customer Event is owned by the Merchant's Group		Award is not provided.
Customer Event is performed by a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
Award Rewards Participants Owned by Other Collaborating Groups is 'Disabled'
AND
Rewards Participant is related to the Customer Event is owned by another collaborating Group.		Award is not provided.
Customer Event is performed by a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
The Merchant is allowed to award offers belonging to specific Schemes.		Awards are provided only by offers belonging to the Schemes that both the
Merchant is allowed to award and the Schemes that the Rewards Participant is participating in.
Customer Event is performed by a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
The Merchant is allowed to award offers belonging to any Schemes.

Awards are provided only by offers belonging to the Schemes that the Rewards Participant is participating in.

 

Applying Rewards Participating Merchants Spend Rules

When a Spend Request Customer Event is created, the following checks and actions are performed: 

CASERESULT
Spend Request is performed by a Unit that is not represented by a Rewards Participating Merchant.Spend Request is created normally.
Spend Request is performed by a Unit that is represented by a 'Not Effective' Rewards Participating Merchant.

Spend Request is not allowed.

Spend Request is performed by a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
Submit Spend Requests on Behalf of Rewards Participants Owned By Merchant's Group is 'Disabled'
AND
Rewards Participant is related to the Spend Request is owned by the Merchant's Group.

Spend Request is not allowed.

Spend Request is performed by a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
Submit Spend Requests on Behalf of Rewards Participants Owned by Other Collaborating Groups is 'Disabled'
AND
Rewards Participant is related to the Customer Event is owned by another collaborating Group.

Spend Request is not allowed.

 

Applying Rewards Participating Merchants Sign Up Rules

When a new Rewards Participant is created or assigned to a new Scheme, the following checks and actions are performed:

CASERESULT
Rewards Participant Sign up Unit is not represented by a Rewards Participating Merchant.The Rewards Participant is registered successfully.
Rewards Participant Sign up Unit is represented by a 'Not Effective' Rewards Participating Merchant.
  • The Rewards Participant cannot be created.
  • The Rewards Participant is not allowed to join a new Scheme.
Rewards Participant Sign up Unit is represented by an 'Effective' Rewards Participating Merchant
AND
Sign up New Rewards Participants is 'Disabled'.
  • The Rewards Participant cannot be created.
Rewards Participant Sign up Unit is represented by an 'Effective' Rewards Participating Merchant
AND
Sign up Rewards Participants Owned By Merchant's Group to New Schemes is 'Disabled' 
AND
Rewards Participant is owned by the Merchant's Group.
  • The Rewards Participant is not allowed to join a new Scheme.
Rewards Participant Sign up Unit is represented by an 'Effective' Rewards Participating Merchant
AND
Sign up Rewards Participants Owned By Other Collaborating Groups to New Schemes is 'Disabled'
AND
Rewards Participant is owned by another collaborating Group.
  • The Rewards Participant is not allowed to join a new Scheme.
Rewards Participant Sign up Unit is a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
Merchant is allowed to Sign up existing Rewards Participants to new specific Schemes.
  • Only the Schemes that the Merchant is allowed to select and that the Merchant can use for Sign up can be added on Rewards Participants.
Rewards Participant Sign up Unit is a Unit that is represented by an 'Effective' Rewards Participating Merchant
AND
Merchant is allowed to Sign up existing Rewards Participants to any new Schemes.
  • Only the Schemes that the Merchant is allowed to select can be added on Rewards Participants.

Applying Rewards Participating Merchants Contribution Rules

When Rewards Settlement Runs are executed, the contribution that the Merchant is obliged to pay the Rewards platform is calculated. This amount is based on the Awards that have been granted.

Contribution Rules can only be applied on the following Reward Offers:

CASERESULT
Contribution Rules are not setContribution is calculated to 100%.
Contribution Rules are set

For Purchase Customer Events

  1. If more than one rule is retrieved, then the one with the highest priority is applied
  2. If there are contribution periods specified in the rule and a period exists that covers the date that the Purchase Customer Event was performed then
    • Contribution Amount = Contribution % specified for that period * awarded amount
      • else 
    • Contribution Amount = Contribution % specified on the rule * awarded amount  
  3. An Invoice is created in the Merchant's Accounts Receivable for the total amount that was calculated.

For Spend Request Customer Events

  1. The amount to be credited, which is equal to the amount that the customer actually spent through their wallet, is calculated
  2. A Credit Note is created in the merchant's Accounts Receivable for the total calculated amount.

In case that already settled Purchase or Spend Request Customer Events are cancelled, then the /wiki/spaces/WIP/pages/10008599 will consider them so that the Merchant's Accounts Receivable are debited or credited accordingly.

  • Cancelled Purchase Customer Event: Credit the Accounts Receivable
  • Cancelled Spend Request Customer Event: Debit the Accounts Receivable

 

Handling Cancelled Purchase Customer Events and Spend Request Customer Events when Applying Rewards Participating Merchants Contribution Rules - AVAILABLE FROM CRM.COM R10.1.0

During the evaluation and application of the Contribution Rules, the System also performs checks for cancelled Purchase and Spend Request  Customer Events, so that the accounts of the Participating Merchants are debited or credited accordingly.

The System will retrieve Purchase and Spend Request Customer Events that meet the following criteria:

  • Purchase Customer Events
    • That are related with a Rewards Participating Merchant ('Effective' or 'Not Effective')
    • That are already settled
    • That are cancelled
    •  Whose amount debited for that Merchant during the Settlement Process was not credited
  • Spend Request Customer Events
    • That are related with a Rewards Participating Merchant ('Effective' or 'Not Effective')
    • That are already settled
    • That are cancelled
    • Whose amount credited for that Merchant during the Settlement Process was not debited 
CaseResult
Cancelled Purchase Customer Event

If no Contribution Rules are defined on the Merchant, then the System checks if the Merchant belongs to a Merchant Group. If the Merchant belongs to such a Group, then the Contribution Rules defined in the Merchant Group are taken into consideration.

 

  1. If there are Contribution Rules specified for that Merchant, then the rule with criteria that are fulfilled based on the characteristics of the Purchase Customer Event are retrieved.
  2. If more than one rule is retrieved, then the one with the highest priority is used.
    1. If there are contribution periods specified on the retrieved rule and a period that covers the date the Purchase Customer Event was performed on is present, 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 to be credited is calculated and is equal to the awarded amount multiplied by the Contribution Percentage.
  • A Credit Note is created against the Merchant's Accounts Receivable.
  • All the related Award Transactions are updated by referencing the Credit Note that settled them.
Cancelled Spend Request Customer Event
  • The amount to be debited is calculated, which is equal to the amount that the customer spent through their Wallet
  • An Invoice is created against the Merchant's Accounts Receivable
  • All the related Spend Transactions are updated by referencing the Invoice that settled them.

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