Setting Up Routing Rules

Owned by Jonathan Pugsley
Last updated: Jun 14, 2024
12 min read

Rx-Universe can choose which printer an order work ticket should print to based on properties of the order.

This can be configured in Setup ⇒ Routing Rules

This will show the Routing Rules Designer Screen

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Rule Settings

The primary components of a rule are a route, a tray, and up to 10 conditions. If an order matches all selected conditions, then the work ticket will print to the printer specified by the route, and optionally the specific tray. If the order does not match, then the next highest priority rule will be looked at. If no rule is matched, then the default printer will be used.

  • Priority the rule with Priority 1 is evaluated first. If a match is found, that printer will be used. Otherwise Priority #2 will be evaluated, then 3, and so one until a printer is found. Up to 999 rules can be configured.

  • Route this is the printer that the order should be printed to if it matches the rule

  • Tray if set, this printer tray will be used if the order matches the rule.

  • Comment this is an optional field that can hold any text you want (e.g. to explain the purpose of the rule). Up to 300 characters are supported

  • Rule Enabled? if checked, the rule is Enabled and will be considered when routing an order. If unchecked, the rule is Disabled and will not be considered when routing an order (e.g. because the printer is out of order, or is not yet installed, or is otherwise not applicable for a short time).

  • Set Remote Order Unvalid if checked, any order that matches this rule will be saved unvalid when processed by the Remote Order Processor.

  • Set Manual Order Unvalid if checked, will cause a new manual order to be set as unvalid when entered. If an existing order is processed, and the order is valid, a warning message will be displayed and the user can decide if the order should be made unvalid.

  • Conditions if all selected conditions are true for an order then the printer will be used. If at least one is not true then the selected printer will not be used and the next rule in priority order will be checked. Up to 10 conditions can be specified per rule.

Conditions

  • Add >= checks at least one Add Power on the order is greater than (or equal to) the entered value. This includes Upper Add, if applicable.

    • Example: the condition checks that at least one add power is >= than +1.50.

      • An order has a left add power of +1.25 and a right add power of +2.00 - the rule is matched.

      • An order has a left add power of +1.25 and a right add power of +1.25 - the rule is not matched.

      • An order has a left add power of +1.50 and a right add power of +1.50 - the rule is matched.

    • Add <= checks that all Add Powers on the order are less than (or equal to) the entered value. This includes Upper Add, if applicable.

  • Addon Code = checks that the order has the selected addon code. This condition can accept either one or two values. If two values are entered the order must have both addons. This condition can be used more than one time, in which case all entered addons must be present.

  • Addon Type = checks that at least one addon on the order matches the selected type. This condition can be used multiple times in the same rule, in which case the order must have at least one addon of each type (these can be sperate addons or the same one). The following types are recognized:

    • AR Coating

    • Tint

    • Mirror

    • Backside

    • UV

    • Harden

    • Drop Ball

    • Etching

    • Polish

    • Any User-defined job flow label

  • Addon Type =/= checks that no addon on the order matches the selected type, one of:

    • AR Coating

    • Tint

    • Mirror

    • Backside

    • UV

    • Harden

    • Drop Ball

    • Etching

    • Polish

    • Any User-defined job flow label

  • Bin is Between accepts two values. Checks that the stock bin for the lenses is alphabetically between the two values, case-insensitive.

    • Example: the condition is looking for lenses kept between A and N

      • An order has lenses kept in bin B - the rule is matched.

      • An order has lenses kept in bin b - the rule is matched.

      • An order has lenses kept in bin X - the rule is not matched.

  • Breakage >= checks that the number of breakages on the order is greater than or equal to the entered value.

  • Comment Contains checks if any comment on the order contains the entered value, case-insensitive

    • Example: the condition is looking for a comment containing special

      • An order has one comment, This is a special order - the rule is matched.

      • An order has one comment, THIS IS A SPECIAL ORDER - the rule is matched.

      • An order has one comment, This is a normal order- the rule is not matched.

      • An order has no comments - the rule is not matched.

  • Customer = checks if the customer for the order matches the selected value.

  • |Cylinder| >= checks that absolute value of the cylinder on either lens is greater than the entered value.

    • Example: the condition checks that the |cylinder power| is greater than or equal to 1.50

      • An order has a cylinder power of +1.25 and a right cylinder power of +2.00 - the rule is matched.

      • An order has a cylinder power of -1.25 and a right cylinder power of -2.00 - the rule is matched.

      • An order has a cylinder power of +1.25 and a right cylinder power of +1.25 - the rule is not matched.

  • |Cylinder| <= checks that absolute value of the cylinder on both lenses is greater than the entered value.

  • First Calculation checks if the order has been through the routing process before - specifically, it looks to see if the current value of Routing is blank or not.

  • Frame Status = checks that the frame status of the order matches the selected value

  • Frame Stock Status = checks that the frame status of the order is “Supply Frame” or “Supply No Charge” and that the stock status in Rx-Inventory is the selected value

  • Frame Type on Order = checks the type of the trace attached to the order matches the selected value

  • Edge Type = checks the edge type of the trace attached to the order matches the selected value

  • Has Comment checks that the order has at least one comment

  • Is Digital checks that the order is a digital order

  • Is Edgeable checks that the order is edgeable. An order is considered edgeable if all of the following is true:

    • The order is a full job

    • The order has a trace attached

    • The attached trace has at least 360 points

    • The attached trace is not flagged For Calculations Only

  • Is Finished checks if the order uses a finished lens.

  • Is Not Edgeable checks that the order is not edgeable. An order is considered not edgeable if any of the following is true:

    • The order is not a full job

    • The order does not have a trace attached

    • The attached trace has fewer than 360 points

    • The attached trace is flagged For Calculations Only

  • Is Hot Job checks if the order is a hot jobjob, or the special instructions start with !

  • Is Remote checks if the order was created by Remote order Entry

  • Is Semi-Finished checks that the order uses a semi-finished lens

  • Is Slab-Off checks that the order is a slab-off

  • Is Toric checks that the order is a toric job

  • Is Unvalid checks that the order is flagged as Unvalid

  • Is Valid checks that the order is not flagged as Unvalid

  • Has Trace checks that the order has a trace attached

  • Has No Trace checks that the order does not have a trace attached

  • Is Remake checks if the order is a remake of another order

  • Is Not Remake checks if the order is not remake of another order

  • Job Type = checks that the job type of the order matches the entered value

  • Lens Style = checks that the lens style of the order matches the entered value

  • Lens Stock Num = checks that the stock number for at least one lens on the order matches the selected value

  • Lens Style Group = checks that the lens style group for the order matches the selected value

  • Lens Stock Status = checks that the stock type of at least one lens on the order order matches the selected value

  • Material = checks that the material of the order matches the entered value

  • Material Type = checks that that the type of the material of the order matches the entered value

  • Order Origin = checks that the origin of the order matches the entered value (one of Eyefinity, Vision Web, Rx-Site, Manual)

  • Prism >= checks that at least one RX prism value associated with the order is greater than the entered value. (Does not apply to calculated decentration prism)

  • Prism <= checks that all RX prism values associated with the order are smaller than the entered value. (Does not apply to calculated decentration prism)

  • Production Location = checks that Production Location of the Customer of the order matches the selected value

  • Requested Color = checks that the requested color for the order matches the entered value. If no value is entered, the condition will match (clear).

  • Requested Pretreatment = checks that the requested pretreatment for the order matches the entered value

  • Sphere >= checks that at least one sphere power for the order is greater than or equal to the entered value

    • Example: the condition checks that at least one sphere power is >= than +1.50.

      • An order has a left sphere power of +1.25 and a right sphere power of +2.00 - the rule is matched.

      • An order has a left sphere power of +1.25 and a right sphere power of +1.25 - the rule is not matched.

      • An order has a left sphere power of +1.50 and a right sphere power of +1.50 - the rule is matched.

  • All Spheres <= checks that all sphere powers for the order are less than or equal to the entered value

    • Example: the condition checks that at least all sphere powers are <= than +1.50.

      • An order has a left sphere power of +1.25 and a right sphere power of +2.00 - the rule is not matched.

      • An order has a left sphere power of +1.25 and a right sphere power of +1.25 - the rule is matched.

      • An order has a left sphere power of +1.50 and a right sphere power of +1.50 - the rule is matched.

    •  

  • Either Sphere <= checks that at least on sphere power for the order is less than or equal to the entered value

    • Example: the condition checks that at least one sphere power is <= than -1.50.

      • An order has a left sphere power of -1.25 and a right sphere power of -2.00 - the rule is matched.

      • An order has a left sphere power of -1.25 and a right sphere power of -1.25 - the rule is not matched.

      • An order has a left sphere power of -1.50 and a right sphere power of -1.50 - the rule is matched.

  • |Total Power| <= checks that the absolute total power of all lenses on the order is less than or equal to the entered value. The total power of an order is the strongest power when sphere and cylinder are combined, and the absolute total power is the total power converted to a positive number.

    • A lens with sphere power +1.25 and no cylinder power has an absolute total power of +1.25, so a rule with +2.00 will match and a rule with +1.00 will not.

    • A lens with a sphere power of -1.25 and no cylinder power has an absolute total power of +1.25, so a rule with +2.00 will match and a rule with +1.00 will not.

    • A lens with a sphere power of +1.25 and a cylinder power of +2.00 has an absolute total power of +1.25 + 2.00 = 3.25, so a rule with +4.00 will match and a rule with +3.00 will not.

    • A lens with a sphere power of +1.25 and a cylinder power of -1.00 has an absolute total power of +1.25 (because +1.25 - 1.00 = +0.25, which is smaller than +1.25), so a rule with +2.00 will match and a rule with +1.00 will not.

    • A lens with a sphere power of -1.25 and a cylinder power of -1.00 has a total power of -2.25, which is an absolute total power of +2.25, so a rule with +3.00 will match and a rule with +2.00 will not.

  • |Total Power| >= checks that at least one lens on the order has an absolute total power greater than or equal to the entered number. See |Total Power| <= for notes about absolute total power.

  • FRNT >= checks that the front curve of at least one lens is greater than the entered value

  • FRNT <= checks that the front curve of both lenses are less than the entered value

  • BACK>= checks that the back curve of at least one lens is greater than the entered value

  • BACK <= checks that the back curve of both lenses are less than the entered value

  • A >= checks that the entered A value is greater than the entered value

  • A <= checks that the entered A value is less than the entered value

  • B >= checks that the entered B value is greater than the entered value

  • B <= checks that the entered B value is less than the entered value

  • CRIB >= checks that the crib of at least one lens is greater than the entered value

  • CRIB <= checks that the crib of both lenses are less than the entered value

  • ELLH >= checks that the ellh of at least one lens is greater than the entered value

  • ELLH <= checks that the ellh of both lenses are less than the entered value

  • GBASE >= checks that the gbase of at least one lens is greater than the entered value

  • GBASE <= checks that the gbase of both lenses are less than the entered value

  • GCROSS >= checks that the gcross of at least one lens is greater than the entered value

  • GCROSS <= checks that the gcross of both lenses are less than the entered value

  • _LOHPRVM>= checks that the _LOHPRVM of at least one lens is greater than the entered value

  • _LOHPRVM<= checks that the _LOHPRVM of both lenses are less than the entered value

  • BCTHK >= checks that the BCTHK of at least one lens is greater than the entered value

  • BCTHK <= checks that the BCTHK of both lenses are less than the entered value

  • CTHNP >= checks that the CTHNP of at least one lens is greater than the entered value

  • CTHNP <= checks that the CTHNP of both lenses are less than the entered value

Form Buttons

  • Save this will save your changes to the rule

  • Reset this button will remove all changes you made since loading the rule

  • Hide this will collapse the form so you can focus on the table of rules

     

  • Rule Mode Indicator this shows one of three values:

    • Existing Rule you have loaded a rule from the table. Saving the rule will overwrite the existing data

    • Copied Rule you have used the Copy button on an existing rule. Saving the rule will add a new rule to the table instead of overwriting existing data.

    • New Rule you have used the Add button to create a new rule with empty values. Saving the rule will add a new rule to the table instead of overwriting existing data.

  • Save Commit all changes in the form to the table.

Rules Table

The Rules Table shows all Rules you have set up. Rules closer to the top will be considered for order routing before rules that are lower in the table. Clicking on a row in the table will select the rule, loading it to the Rule Form and coloring it dark blue. Disabled rules display in red. Note that the table can be scrolled horizontally and the columns can be resized by dragging the edges of the header.

Rule Table Buttons

  • Priority

    • Top set the selected rule to the highest possible priority (1)

    • Raise raise the relative priority of the selected rule by one

    • Lower lower the relative priority of the selected rule by one

    • Bottom set the selected rule to the lowest possible priority

  • Enabled

    • Toggle if the selected rule is enabled, disabled it. If the selected rule is disabled, enable it.

    • All enable all rules

    • None disable all rules

Default Printers

If no rule is matched and the order is digital, the default digital printer will be used. If no rule is matched and the order not digital, the default printer will be used.

Test

This will launch the screen using the rules you have set up.