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Exact Synergy Enterprise   
 

Validating Customer Rating Rules

Introduction

This function allows you to validate the customer ratings to ensure that there is no overlapping of values between the ratings. If a set of values in a particular rating overlaps with another in another rating, the system will suggest a new value to correct the overlap. For example, if rating 1 comprises a set of values from 100 to 200, and rating 2 with a set of values from 150 to 300, there would be an overlapping of values from 150 to 200. Validation will detect the overlapping values and suggest a repair by changing the values of rating 2 to 201 to 300.

Menu path

Go to Marketing/Setup/Rating: Rule/Customer and then click Validation.

Roles & rights

To maintain rating rules, function right 261 – Maintain rating rules is required. Users with the Customer manager role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Update

Click this to update the suggested set of values and save the changes.

Reset

Click this to cancel the set of suggested values, and leave the overlapping set of values for the relevant ratings unchanged.

Close

Click this to exit.

Description

The existing customer ratings are displayed in the Ratings: Existing section. The suggested values are displayed in the Ratings: New section. To resolve the overlapping values, you can accept the values suggested in the Ratings: New section by clicking Update. If you do not like the suggested values, you can leave the current set of overlapping values unchanged by clicking Reset. You can also manually modify the customer rating by clicking the rate in the Rating column. For more information, see Modifying Customer Rating Rules.

Related document

·         Modifying Customer Rating Rules

·         Overview of Customer Ratings

 

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.429.267
 Assortment:  Date: 14-12-2010
 Release:  Attachment:
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