Go to Bottom

Dot Formulas (Stop Lights)

In this Topic: ShowHide

Overview

The Order Manager provides the ability for the user to program red, green or yellow "stop lights refers to the small red, yellow and green circles which appear in the bottom right-hand corner of the View Orders screen, signalling problem orders, orders that require special handling, etc. Stop lights must be configured by the user and are also referred to as Dot Formulas." 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 program feature designed to help identify orders that are potentially fraudulent, 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

• Stop lights can be seen at the (View Orders) screen synonymous with the Microsoft Access Form Object or user interface., in the lower right-hand corner, as seen circled in red in the figure below.

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 to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation 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 settings in the Order Manager that enable users to configure the program integrate with their business operations. The Order Manager includes hundreds of System Parameters to do just that. To change a system parameter, go to the Maintenance Menu> Set System Parameters. screen, entering the criteria for the Green Dot

5. [Save] the new parameter.

6. 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 The Address Verification System (AVS) is a system used to verify the identity of the person claiming to own the credit card. The system will check the billing address of the credit card provided by the user with the address on file at the credit card company.","transactions","ordernumber=[ordernumber]") & ""=""
Turns on light if the first transaction for the current order has no AVS The Address Verification System (AVS) is a system used to verify the identity of the person claiming to own the credit card. The system will check the billing address of the credit card provided by the user with the address on file at the credit card company. 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

Created: 3/22/11

Go to Top