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Dot Formulas (Stop Lights)

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Overview

The Order Manager provides the ability for the user to program red, green or yellow "stop lights" that can be used to spot problem orders or orders that require special handling.

The mechanism used to create the "stop lights' is also referred to as Dot Formulas, which requires some knowledge of Structured Query Language (SQL). To see how other users have implemented dot formulas, search the Stone Edge User Forum.  

Viewing Stop Lights

Figure 1: Example of Stop Lights at (View) Orders screen

In this example, the three dot formula parameters were set to the same condition ([FinalGrandTotal]>100) in order to have them all appear on the same order, which is not usually the case.

Programming Stop Lights

  1. From the Maintenance Menu or the Quick Clicks on the Main Menu, go to the Set System Parameter screen.

  2. Select one of the following parameters: GreenDotFormula, RedDotFormula, or YellowDotFormula.

  3. Enter a formula that evaluates to TRUE or FALSE condition. TRUE enables a light; FALSE disables it.

  4. Be sure to put field references that are used by a formula in square brackets, for example, [FinalGrandTotal], as shown in the figure below.

Figure 2: Set System Parameters screen, entering the criteria for the Green Dot

  1. [Save] the new parameter.

  2. Exit and re-open the program to have the changes take effect, or click the [Reset] button on the Main Menu.

Appendix A

Examples of SQL Formulas

[FinalGrandTotal]>100
Turns on light if total price of order is more than $100)

 

[SourceOrderNumber] & "">""
Turns on light if the current order was imported from a Web store (see next example for Americart and Virtual Cart stores).

 

[SourceOrderID] & "">""
Turns on light if the current order was imported from an Americart or Virtual Cart store.

 

[Surcharge] > 0 AND [BalanceDue] > 0
Turns on light if the current order has any surcharges and also has a balance due.

 

Year([OrderDate])=Year(Date) AND Month([OrderDate])=Month(Date) AND Day([OrderDate]) between 10 and 20 and [ShipCompany] & "">""
Turns on light if the order date is between the 10th and 20th of the current month, and there is anything entered in the Ship To Company field.

 

dlookup("avs","transactions","ordernumber=[ordernumber]") & ""=""
Turns on light if the first transaction for the current order has no AVS data.

 

dlookup("avs","transactions","ordernumber=[ordernumber]")&"">"" AND instr("BEGNRSU",dlookup("avs","transactions","ordernumber=[ordernumber]")&"")>0
Turns on light if the first transaction for the current order has AVS data, and the AVS response can be found within the string of characters "BEGNRSU".

Order Manager Fields that can be used in Dot Formulas

OrderNumber

CCInfo RevisedCouponDiscount
SourceOrderNumber OrderInst NoteToCustomer
OrderDate Comments Taxable
CustomerID ProductTotal TaxNumber
Name TaxTotal ActualShippedWeight
Company ShippingTotal DiscountType
Email GrandTotal DiscountPercent
Address Shipping DropShipsAny
Address2 Discount ApprovedBy
City RevisedDiscount LocalSortText1
State Coupon LocalSortText2
Zip CouponDiscount LocalSortText3
Country Surcharge LocalSortText4
Phone RevisedSurcharge LocalSortText5
ShipName RefName LocalSortInteger1
ShipCompany GiftMessage LocalSortInteger2
ShipAddress Approved LocalSortInteger3
ShipAddress2 Cancelled LocalSortInteger4
ShipCity FinalProductTotal LocalSortInteger5
ShipState FinalTaxTotal LocalSortDate1
ShipZip FinalShippingTotal LocalSortDate2
ShipCountry FinalGrandTotal LocalSortDate3
ShipPhone BalanceDue LocalSortDate4
PayType ReviewReason LocalSortDate5
pay1 BackOrdersToFill TaxByPOS
pay2 ShippedWeight SourceOrderID
pay3 FinalTaxRate Email
pay4 Notes FraudScore

 

 

Created: 3/22/11

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