Description of the Menu Positions
From Metis Documentation
(→Creating a Cost Group) |
(→Substitutes) |
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| - | Once all related mandatory and optional information have been set, the new | + | Once all related mandatory and optional information have been set, the new Position can be saved by validating the '''Position''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
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| Creating a position. | | Creating a position. | ||
}} | }} | ||
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=== Editing a Position === | === Editing a Position === | ||
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=== Previewing a Position === | === Previewing a Position === | ||
| - | In the '''Positions''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Position . | + | In the '''Positions''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Position. |
| - | + | Selecting a Position from the table/list and clicking on it opens the '''Position''' preview window. | |
| - | Selecting a Position from the table/list and clicking on it opens the ''' | + | |
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| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
}} | }} | ||
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=== Is a position used in a model ? === | === Is a position used in a model ? === | ||
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== Variants == | == Variants == | ||
| - | When Metis Smart Suite is deployed in a multi-market structure, systems may require to be adapted based on the target market. For example, a power-cord sold in Switzerland is not identical to one sold in the US. This requires the offer for an identical system to include the appropriate one based on the market. The Variants functionality implemented in Metis Smart Suite allows to defined | + | When Metis Smart Suite is deployed in a multi-market structure, systems may require to be adapted based on the target market. For example, a power-cord sold in Switzerland is not identical to one sold in the US. This requires the offer for an identical system to include the appropriate one based on the market. The Variants functionality implemented in Metis Smart Suite allows to defined Variants for each market which may require such changes. This will mean for the Metis Smart Quotes user that the position will be modified automatically based on the selected variant for the offer. In the example above, the power-cord position will be set to the one for the Variant defined on the offer level. |
| - | In the Variants sub-menu, the user can define those | + | In the Variants sub-menu, the user can define those Variants. The data regarding the substitution will have to be imported. The main window shows a table listing the defined Variants. When a lock is shown in the leftmost column, in means that the Variant was defined in a parent version and that it cannot be modified nor deleted. |
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=== Creating a Variant === | === Creating a Variant === | ||
| - | + | In the '''Variants''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new Variant. When it is clicked, the '''Variant''' creation window opens, it allows to define all related information. The administrator simply has to provide a name (designation field) for the new variant and validate the window. The variant will them be added to the Metis Smart Suite database and be listed in the Variants main window. | |
[[File:MSM_Positions_Variants_Add.png|center]] | [[File:MSM_Positions_Variants_Add.png|center]] | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Variant can be saved by validating the '''Variant''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| A variant is only represented by its name in Metis Smart Modeling, the data are only visible when the variant is used in an offer in Metis Smart Quotes. | | A variant is only represented by its name in Metis Smart Modeling, the data are only visible when the variant is used in an offer in Metis Smart Quotes. | ||
}} | }} | ||
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=== Deleting a Variant === | === Deleting a Variant === | ||
| - | + | In the '''Variants''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table/list allows the user/administrator to delete the selected Variant. Selecting one or more Variant and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Variant is removed from Metis Smart Suite and deleted from the Metis Database. | |
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| When deleting a variant, only the name of the variant is erased from the Metis Smart Suite Database. The imported data is not removed. | | When deleting a variant, only the name of the variant is erased from the Metis Smart Suite Database. The imported data is not removed. | ||
}} | }} | ||
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| - | In the Substitute sub-menu, the user can see all defined substitutes | + | In the Substitute sub-menu, the user can see all defined substitutes for the stored positions. The table shows from left to right, the order number and the designation of the position to be replaced, and the Order Number and designation of the "replacement" position. The middle column of the table displays the direction of the substitution. When a warning sign is displayed in this column for one or more substitutions, it means that there is a problem with the defined substitution. For example, the "replacement" position is not set a active. |
=== Creating a Substitute === | === Creating a Substitute === | ||
| - | + | In the '''Substitutes''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Substitute. When it is clicked, the '''Substitute''' creation window opens, it allows to define all related information. | |
[[File:MSM-Positions-Subs-Add.png|center]] | [[File:MSM-Positions-Subs-Add.png|center]] | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| - | By using the filter function built into this window the user can find the necessary positions and select it by checking the the box in the leftmost column of the table listing the positions. Once the position has been selected, the user has to validate the window in order for the position to be shown in the Substitute window. | + | By using the filter function built into this window the user can find the necessary positions and select it by checking the the box in the leftmost column of the table listing the positions. Once the position has been selected, the user has to validate the window in order for the position to be shown in the Substitute window. |
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| + | Once all related mandatory and optional information have been set, the new Substitute can be saved by validating the '''Substitute''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Editing a Substitute === | === Editing a Substitute === | ||
| - | + | In the '''Substitutes''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Substitute. Selecting a Substitute and clicking on it opens the '''Substitute''' edition window where all related properties and information can be edited. | |
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Substitute. Modifications applied to the selected Substitute will only be saved once the Substitute edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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=== Previewing a Substitute === | === Previewing a Substitute === | ||
| - | + | In the '''Substitutes''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Substitute. Selecting a Substitute from the table/list and clicking on it opens the '''Substitute''' preview window. | |
[[File:MSM-Positions-Subs-Preview.png|center]] | [[File:MSM-Positions-Subs-Preview.png|center]] | ||
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| + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Substitute. | ||
{{Note | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
}} | }} | ||
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=== Deleting a Substitute === | === Deleting a Substitute === | ||
| - | + | In the '''Substitutes''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Substitute. Selecting one or more Substitute and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Substitute is removed from Metis Smart Suite and deleted from the Metis Database. | |
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=== Sorting Substitutes === | === Sorting Substitutes === | ||
| - | The "Sort" button [[File: | + | The "Sort" button [[File:MetisSmartModelingSortButton.PNG|link=]] allows the user to define in order in which the substitutions have to be made. By clicking the button, the Substitute window opens and lists all the substitutions defined within Metis Smart Suite. |