Offer Transition Actions

Certain actions can only occur during specific offer transitions.

Offer Transition Actions lists the possible status actions for offer life cycles.
Table 1. Offer Transition Actions
Action Description
MtxStatusActionFeeCharge Applies a fee to the fee debt balance when transitioning to another status. Specify the fee amount in the status transition in the offer life cycle profile. When this action occurs, an MtxFeeChargeEvent Event Detail Record (EDR) is created. If the fee debt balance is associated with an external payment method, then an External Payment Request is generated.
MtxStatusActionSaveTransitionTime When a status change occurs, record the date and time in a custom data container field. Define the following:
  • Save Expected Transition Time — Check this box to save the date and time when the status transition is expected to occur. If this option is not checked, the date and time when the status transition actually occurs is saved. Because life cycle maintenance is performed in the background, a delay in transitioning to a new status is possible.
    Note: If an MtxStatusActionSaveTransitionTime status action with this field checked is triggered by a status condition that does not support an expected transition time, then the actual transition time value is saved instead.
  • Save First Transition Time Only — Check this box to only update the date and time at the first occurrence of transitioning to a particular status. If this option is not checked, the previously saved date and time is updated each time the object transitions to a status. The life cycle might transition to the same status multiple times.
  • Container — Select from the drop-down menu the name of the MATRIXX data container (MDC) containing the field where the date/time of the status change is stored. 
  • Field — Select from the drop-down menu the custom MDC field that stores the date/time of the status change. The specified MDC field must have a data type of DATETIME. 
MtxStatusActionUpdateField When an offer lifecycle transitions to another status, this action sets the date and time for when the next status transition will occur to a custom DATETIME field of the offer. The time when the next transition will occur depends upon normalizer and decision table execution results. The data modify profile selector that you configure here executes the applicable normalizers. These results determine which data modify profile to use to update the custom DATETIME field to the next transition time using a data modify action, which specifies the unit and count used to update the custom DATETIME field.

For more information, see the discussion about creating data modify profiles and selectors.
MtxStatusActionWriteOff Writes off debt balances when transitioning to another status. Specify the debt balances to write off in the status transition in the offer life cycle profile. The following options are available: Fee Debt Balance, Purchase Debt Balance, and Recurring Debt Balance.