{"id":170,"date":"2022-10-27T14:13:39","date_gmt":"2022-10-27T14:13:39","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=170"},"modified":"2022-10-27T18:42:38","modified_gmt":"2022-10-27T18:42:38","slug":"dot-formulas","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/dot-formulas\/","title":{"rendered":"Dot Formulas"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"CopyofBulletedList\">Dot Formulas, or &#8220;stop lights&#8221;, are used to flag problem orders or those that require special handling.<\/li>\n<li class=\"CopyofBulletedList\">The program supports three user-defined dot formulas, each corresponding to a red, green, or yellow &#8220;stop light&#8221; at the <i>Process Orders<\/i> screen<i>.<\/i><\/li>\n<li class=\"CopyofBulletedList\">Defining a dot formula requires some basic knowledge of Structured Query Language (SQL). See <strong>SQL Formula Basics<\/strong> later in the article\u00a0for some examples.<i>\u00a0<\/i><\/li>\n<\/ul>\n<h2>Programming Stop Lights<\/h2>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Main Menu -&gt; Gear Icon (Settings).<\/li>\n<li>System Functions -&gt; Set System Parameters.<\/li>\n<li>Parameter Group = Program (Or use the search box and type \u201cdot\u201d).<\/li>\n<li>Parameter = GreenDotFormula, RedDotFormula, YellowDotFormula.<\/li>\n<li>.For each parameter, enter a True\/False formula following the below\n<ol>\n<li>True -&gt; Enables light.<\/li>\n<li>False -&gt; Disables light.<\/li>\n<\/ol>\n<\/li>\n<li>Save parameter.<\/li>\n<li>Close and Reopen Stone Edge for changes to take effect.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2745\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Dot-Formula-Parameters.png\" alt=\"\" width=\"624\" height=\"404\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Dot-Formula-Parameters.png 624w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Dot-Formula-Parameters-300x194.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Dot-Formula-Parameters-50x32.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Dot-Formula-Parameters-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Dot-Formula-Parameters-100x65.png 100w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/p>\n<h2>Viewing Stop Lights<\/h2>\n<ul>\n<li class=\"CopyofBulletedList\">When the condition of a given Dot Formula is met, -&gt; appropriately colored &#8220;stop light&#8221; is visible on the Process Orders screen: order tab and items tab.<br \/>\nNOTE: The screenshot below shows all 3 colors active simultaneously, though normally, this is not the case and depends on the formula defining each stoplight.<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2746\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights.png\" alt=\"\" width=\"2145\" height=\"1402\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights.png 2145w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-300x196.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-1024x669.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-768x502.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-1536x1004.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-2048x1339.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Viewing-Dots_Stoplights-100x65.png 100w\" sizes=\"(max-width: 2145px) 100vw, 2145px\" \/><\/p>\n<p class=\"Image\">\n<h2>SQL Formula Basics with Stone Edge<\/h2>\n<ul>\n<li>Because Stone Edge uses field references, only the \u201cWHERE\u201d part of the statement is needed\n<ul>\n<li>Stone Edge field references must be in [square brackets]<\/li>\n<\/ul>\n<\/li>\n<li>Commonly used in statements:\n<ul>\n<li>AND or &amp; -&gt; Both statements must be true<\/li>\n<li>OR or! -&gt; Only 1 statement needs to be true<\/li>\n<li>\u201cquotes\u201d -&gt; delimited identifier<\/li>\n<li>\u201c\u201d double quotes\u201d\u201d -&gt; contains a statement<\/li>\n<li>* -&gt; \u201cWildcard\u201d represents 0 or more characters<\/li>\n<li>? -&gt; \u201cSingle Character Wildcard\u201d represents a character<\/li>\n<li>dlookup -&gt; <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/dlookup-function-8896cb03-e31f-45d1-86db-bed10dca5937\">DLookup Function (microsoft.com)<\/a> (specific to access)<\/li>\n<\/ul>\n<\/li>\n<li>More info on SQL Formulas: <a href=\"https:\/\/www.w3schools.com\/sql\/default.asp\">SQL Tutorial (w3schools.com)<\/a><\/li>\n<\/ul>\n<h3>Examples of SQL Formulas<\/h3>\n<blockquote><p>[FinalGrandTotal]&gt;100<i><span style=\"font-size: small;\"><br \/>\nTurns on light if total price of order is more than $100)<\/span><\/i><\/p>\n<p>[SourceOrderNumber] &amp; &#8220;&#8221;&gt;&#8221;&#8221;<i><span style=\"font-family: Arial; font-size: small;\"><br \/>\nTurns on light if the current order was imported from a Web store (see next example for Americart and Virtual Cart stores).<\/span><\/i><\/p>\n<p>[SourceOrderID] &amp; &#8220;&#8221;&gt;&#8221;&#8221;<span style=\"font-family: Arial; font-size: small;\"><i><br \/>\nTurns on light if the current order was imported from an Americart or Virtual Cart store.<\/i><\/span><\/p>\n<p>[Surcharge] &gt; 0 AND [BalanceDue] &gt; 0<span style=\"font-family: Arial; font-size: small;\"><i><br \/>\nTurns on light if the current order has any surcharges and also has a balance due.<\/i><\/span><\/p>\n<p>Year([OrderDate])=Year(Date) AND Month([OrderDate])=Month(Date) AND Day([OrderDate]) between 10 and 20 and [ShipCompany] &amp; &#8220;&#8221;&gt;&#8221;&#8221;<i><span style=\"font-family: Arial; font-size: small;\"><br \/>\nTurns 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.<\/span><\/i><\/p>\n<p>dlookup(&#8220;avs&#8221;,&#8221;transactions&#8221;,&#8221;ordernumber=[ordernumber]&#8221;) &amp; &#8220;&#8221;=&#8221;&#8221;<i><span style=\"font-family: Arial; font-size: small;\"><br \/>\nTurns on light if the first transaction for the current order has no AVS\u00a0data.<\/span><\/i><\/p>\n<p>dlookup(&#8220;avs&#8221;,&#8221;transactions&#8221;,&#8221;ordernumber=[ordernumber]&#8221;)&amp;&#8221;&#8221;&gt;&#8221;&#8221; AND instr(&#8220;BEGNRSU&#8221;,dlookup(&#8220;avs&#8221;,&#8221;transactions&#8221;,&#8221;ordernumber=[ordernumber]&#8221;)&amp;&#8221;&#8221;)&gt;0<i><span style=\"font-family: Arial; font-size: small;\"><br \/>\nTurns 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 &#8220;BEGNRSU&#8221;.<\/span><\/i><\/p><\/blockquote>\n<h3>SEOM Fields that can be used in Dot Formulas<\/h3>\n<table border=\"1\" width=\"456\">\n<tbody>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">OrderNumber<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">CCInfo<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">RevisedCouponDiscount<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">SourceOrderNumber<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">OrderInst<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">NoteToCustomer<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">OrderDate<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Comments<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">Taxable<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">CustomerID<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">ProductTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">TaxNumber<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Name<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">TaxTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">ActualShippedWeight<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Company<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">ShippingTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">DiscountType<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Email<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">GrandTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">DiscountPercent<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Address<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Shipping<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">DropShipsAny<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Address2<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Discount<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">ApprovedBy<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">City<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">RevisedDiscount<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortText1<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">State<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Coupon<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortText2<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Zip<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">CouponDiscount<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortText3<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Country<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Surcharge<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortText4<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">Phone<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">RevisedSurcharge<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortText5<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipName<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">RefName<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortInteger1<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipCompany<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">GiftMessage<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortInteger2<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipAddress<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Approved<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortInteger3<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipAddress2<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">Cancelled<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortInteger4<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipCity<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">FinalProductTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortInteger5<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipState<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">FinalTaxTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortDate1<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipZip<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">FinalShippingTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortDate2<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipCountry<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">FinalGrandTotal<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortDate3<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">ShipPhone<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">BalanceDue<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortDate4<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">PayType<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">ReviewReason<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">LocalSortDate5<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">pay1<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">BackOrdersToFill<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">TaxByPOS<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">pay2<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">ShippedWeight<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">SourceOrderID<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">pay3<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\">FinalTaxRate<\/span><\/td>\n<td width=\"152\"><span style=\"font-family: Arial; font-size: small;\">Email<\/span><\/td>\n<\/tr>\n<tr>\n<td width=\"144\"><span style=\"font-family: Arial; font-size: small;\">pay4<\/span><\/td>\n<td width=\"138\"><span style=\"font-family: Arial; font-size: small;\"><a id=\"HotSpot12570\"><\/a>Notes<\/span><\/td>\n<td width=\"152\"><span style=\"font-size: small;\">FraudScore<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Dot Formulas, or &#8220;stop lights&#8221;, are used to flag problem orders or those that require special handling. The program supports three user-defined dot formulas, each corresponding to a red, green, or yellow &#8220;stop light&#8221; at the Process Orders screen. Defining a dot formula requires some basic knowledge of Structured&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[19],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dot Formulas - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/dot-formulas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dot Formulas - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview Dot Formulas, or &#8220;stop lights&#8221;, are used to flag problem orders or those that require special handling. 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The program supports three user-defined dot formulas, each corresponding to a red, green, or yellow &#8220;stop light&#8221; at the Process Orders screen. 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