Creating a Mask For EvolutionX

Trader masks let you define the format of order references, specific to each customer. They reduce human error when typing references by not accepting the reference if it has been incorrectly formed. Masks are exported to your EvolutionX store in a converted format called a regular expression (RegEx). There are several options that can be configured on your EvolutionX store to configure formats and defaults.

Horizon masks are exported to EvolutionX traders (when using Export Data Service Method 3). In EvolutionX these are called Custom structured PO Numbers, and can be viewed in the section Accounts > Customer Edit > Account Options > Default PO Structure.

Adding a Reference Mask to a Trader

1. From the Set-up menu, click Trader.
2. Browse to the trader you want to update.
3. Click the Settings tab, then the Yes/No Options tab.
4. Select Require order number.
5. In the Mask box, type a mask.

   Note: If the Mask in Horizon is left blank, but Require order number is selected, then the EvolutionX default mask is exported.

   Mask – masks let you define what is included in the Reference box for all orders for a customer.

   For EvolutionX orders, mandatory masks are configured by selecting Require order number in Horizon. This selects the EvolutionX option User > When ordering > Require a PO reference to be entered when exporting data.

   For HorizonWeb orders, Require order reference before checkout should be selected.

   In Horizon, selecting Require order number and setting a Mask means that Reference must be completed according to the mask set before the order can be confirmed.

   Note: Selecting Require order number will affect sales orders that already have Reference set so that it does not meet the new mask requirements.

   • It will show as blank, even though the existing reference is still there in the database.
   • You will not forced to enter a Reference if you edit the order and Confirm it.
   • You can still edit the Reference so that it meets the new mask definition.

   Masks cascade to delivery branches, so if Mask is left empty for a delivery branch, the mask set for the customer is used.
   Type the character your customer wants its users to include. These are standard characters. You can also type the following special characters which represent a set of possible characters.

   • 9 – numeric (optional)
   • 0 – numeric (required)
   • a – alphanumeric (optional)
   • A – alphanumeric (required)
   • l – alphabetic (optional)
   • L – alphabetic (required)
   • C or c – any character (optional)
   • For this list of characters, if you want to include that character (not the set described) you must precede it with a backslash. This is called escaping a character.

   Note: When defining masks to define HorizonWeb references, it is recommended that you avoid using the characters ! < > \ # : / ; and _.

   Examples

   • You want references for a customer to start with PaO and then a number. In the Mask box, type P\aO0.
     • P is a standard character.
     • a is a special character so it must be escaped with a backslash
     • O is a standard character
     • 0 means that a number must follow the letters. Note that this doesn't have a preceding backslash because you want any number to be allowed, not force the user to include 0.
   • Your customer needs each reference to start 90aA. The mask should be entered as \9\0\a\A because they are all special characters and must be escaped.
     
     

   Note: A trader mask is limited to 20 characters including the escape characters.

   Note: Masks are exported to EvolutionX as RegEx expressions at the Account level.

6. Click Confirm.

See Also