Create a Sponsorship Profile

Sponsorship profiles identify the sponsored balance (the one that normally takes the charge) and an ordered list of sponsorship rules.

Procedure

  1. In Sponsorship, select the Profiles tab.
  2. Click New Sponsorship Profile.
  3. In Create New Sponsorship Profile:
    1. In Name, enter a unique name.
    2. (Optional) In Description, enter descriptive information about the item.
    3. (Optional) In External ID, enter any alphanumeric character to serve as a unique ID on this pricing object. The external ID can be used for any reason that is meaningful to your implementation of MATRIXX Engine. External IDs are saved to the pricing configuration file and loaded into the Pricing database.
    4. Click Create.
  4. In Start Date/Time, use the date picker to select the date on which the object becomes active in the Pricing database and is first available for use, or enter the date in the format YYYY-MM-DD. Optionally, enter a time for when the object becomes active. The default start date/time is 2000–01–01 00:00:00. If applicable, the range in which the start date/time must fall is listed. For example:
    • Select a date on or before 2021–12–01.
    • Select a date on or after 2020–01–27.
    • Select a date between 2000–01–02 and 2021–10–04.
    Note: If you are creating a new revision of this object, the start date/time must be after the start date/time of the preceding revision and before the start date/time of the next revision. If you are making a copy of this object, the start date/time is not copied. The new object is the first revision, so it has the default start date/time of 2000–01–01 00:00:00.
  5. In Sponsored Balance, click Select Balance.
    Important: Once the sponsored balance has been set, it cannot be changed between revisions.
  6. In Select Balance:
    1. In Balance, select the balance class to use.
    2. Configure the balance options for the sponsorship profile.
      • To use a specified balance, select Use Balance, and in Balance select the required balance.
      • To use a specified balance tag, select Use Balance Tag, and in Balance Tag, select the required balance tag.
    3. Click Save to save changes to the sponsorship profile.
  7. Click Add Rule to add rules to this sponsorship profile. Creating a sponsorship profile without any sponsorship rules returns an error.
    • Rules that are already added to the sponsorship profile are filtered out in Add Rule.
    • Rules in the same profile are applied in the order they display.
    • You can change the rule order by dragging and dropping the rule from the ID column.
  8. Click Add.
  9. Click New Revision to create a new revision of this sponsorship profile. New revisions are created with the start date set to the current date / time or the closest available date / time to today's date.