Description of the Menu Versions
From Metis Documentation
(→Managing versions) |
(→Add) |
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When creating a new version, the fields in the versions tab can be edited in order to define the version. | When creating a new version, the fields in the versions tab can be edited in order to define the version. | ||
| - | '''Main''' | + | ''''Main'''' |
* Version: Name of the version. | * Version: Name of the version. | ||
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| - | '''Conditions''' | + | ''''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. | * 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''' | + | ''''Customer'''' |
* OrgID: Organization ID | * OrgID: Organization ID | ||
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* State: State in the country where the customer is located. A dropdown list of states can be 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'''' |
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. | 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. | ||
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[screenshots of the add window for versions showing the different sections. maybe screenshots showing when some sections are editable and not editable.] | [screenshots of the add window for versions showing the different sections. maybe screenshots showing when some sections are editable and not editable.] | ||
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| + | '''Profiles''' | ||
| + | |||
| + | Profiles are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited. | ||
| + | |||
| + | However, additional profiles can be given to these versions in the section '''From parent'''. The '''Fomr parent''' section is only visible for these automatically created versions. To the right of the edit icon column is another column that has an eye for an icon. | ||
| + | |||
| + | Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile. | ||
| + | |||
| + | [make some link to the profiles menu page somewhere in this paragraph] | ||
| + | |||
| + | [graphic in the QSPM manual that shows when you can and when you cannot assign additional profiles. maybe copy it or make a new one.] | ||
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| + | ''''From Creator'''' | ||
| + | |||
| + | *Smart Quotes: The functionnality profile to be used for Smart Quotes. | ||
| + | *Smart Modeling: The functionnality profile to be used for Smart Modeling. | ||
| + | *Smart Monitoring: The functionnality profile to be used for Smart Monitoring. | ||
| + | *System: The default system profile to be used in this version. | ||
| + | *Hierarchy: The default hierarchy profile to be used for hierarchies. | ||
| + | *Price category: The default price category profile to be used for price categories | ||
| + | *Attribute: The default attribute profile to be used for attributes. | ||
| + | *Variant: The default variant profile to be used for variants. | ||
| + | *Model of service: The default profile to be used for service models. | ||
| + | *Model of taxes: The default profile to be used for tax models. | ||
| + | |||
| + | |||
| + | ''''From Parent'''' | ||
| + | |||
| + | *Smart Quotes: The functionnality profile to be used for Smart Quotes. | ||
| + | *Smart Modeling: The functionnality profile to be used for Smart Modeling. | ||
| + | *Smart Monitoring: The functionnality profile to be used for Smart Monitoring. | ||
| + | *System: The default system profile to be used in this version. | ||
| + | *Hierarchy: The default hierarchy profile to be used for hierarchies. | ||
| + | *Price category: The default price category profile to be used for price categories | ||
| + | *Attribute: The default attribute profile to be used for attributes. | ||
| + | *Variant: The default variant profile to be used for variants. | ||
| + | *Model of service: The default profile to be used for service models. | ||
| + | *Model of taxes: The default profile to be used for tax models. | ||
| + | |||
| + | [screenshots of the add profiles window. show a screenshot with from creator and one that has from creator and from parent. screenshot when the eye icon is shown as well.] | ||
== Version without Administrator == | == Version without Administrator == | ||