Description of the Menu Versions
From Metis Documentation
(→Overview of versions) |
(→Managing versions) |
||
| Line 43: | Line 43: | ||
| + | ====Add==== | ||
| + | |||
| + | [picture of the add feature for verions showing version and profiles tabs] | ||
| + | |||
| + | From the main version screen of Metis Smart Modleing, clicking the '''Add''' button opens the '''Version''' window which contains two different type of information. The first tab '''Version''' shows a table seperated into several expandable sections with two columns, '''Designation''' which represents the type of field and '''Value''' which represents the data entered into the field. All those fields provides the detailed description of a version. Only the ones with the edit I can on the right-hand side of the table can be defined by the user. The other ones are either inheritance from the parent version or imported through a third-party system. | ||
| + | |||
| + | |||
| + | When creating a new version, the fields in the versions tab can be edited in order to define the version. | ||
| + | |||
| + | '''Main''' | ||
| + | |||
| + | * Version: Name of the version. | ||
| + | * Administrator Free: Choose to make a version administrator free. By setting the version to be administration free, the fields under the Customer section become available. | ||
| + | * Nomad Gateway User: A nomad gateway user can be defined in this field. | ||
| + | * Use Parent documents: Choose to use parent documents for the current version. | ||
| + | * Second ID to display : Secondary ID for he version. | ||
| + | * Default currency : set the default currency to used for all offers created within this version. | ||
| + | * Role for client condition : ????? | ||
| + | |||
| + | |||
| + | '''Conditions''' | ||
| + | |||
| + | * GSP Discount: The global sales price discount. Entering a figure here for example 50.0, means that a discount of 50% will be factored into the global sales price for this version. The GSP Discount can only be defined for a version by the parent version. | ||
| + | |||
| + | |||
| + | '''Customer''' | ||
| + | |||
| + | * OrgID: Organization ID | ||
| + | * Name 1: Name of the customer contact. | ||
| + | * Name 2: Additional name field for a contact. | ||
| + | * Name 3: Additional name field for a contact. | ||
| + | * Address 1: Address of where the customer is located (i.e. street name) | ||
| + | * Address 2: Additional address field for the customer (i.e. building name). | ||
| + | * City Name: City of where the customer is located. A dropdown list of available cities can provided for selection (see Data Management) | ||
| + | * ZipCode: Zipcode for where the customer is located. | ||
| + | * Country: Country where the customer is located. A dropdown list of available countries can provided for selection (see Data Management). | ||
| + | * State: State in the country where the customer is located. A dropdown list of states can be provided for selection (see Data Management). | ||
| + | |||
| + | '''Directories''' | ||
| + | |||
| + | Directories may only be specified within the version currently logged-in to. Parent versions cannot choose the directory for child versions. When a directory has been specified, the folder path will be shown in the corresponding field. | ||
| + | |||
| + | * Exchange: link to a folder used for saving FQS files. | ||
| + | * Document: link to a folder used for saving documents that are related to offers. | ||
| + | * Order: link to a folder used for saving XML and SES files. | ||
| + | * Libraries: link to a folder used for software libraries. | ||
| + | |||
| + | [screenshots of the add window for versions showing the different sections. maybe screenshots showing when some sections are editable and not editable.] | ||
== Version without Administrator == | == Version without Administrator == | ||