Description of the Menu Price

From Metis Documentation

Revision as of 13:22, 16 February 2011 (view source) Ibrahim (Talk | contribs) ← Older edit		Latest revision as of 14:32, 24 February 2015 (view source) Ibrahim (Talk | contribs) (Update of contents)
Line 1:		Line 1:
-	The Price menu consists of the following sub-menus:	+	The '''Price''' menu allows the Smart Quotes user to see the result of the configuration made in the [[Description of the Menu Design | Design menu]]. Once a system or a subsystem has been configured via the modeling masks, Metis Smart Quotes launches the calculation process when the Smart Quotes user clicks on the '''Price''' tab. The calculation consists in executing the modeling rules to automatically add, for each system and/or subsystem, the necessary positions with their prices.
-	* TBD	+	However, in this menu, the Smart Quotes user can configure further his/her offer based on the results of the automatic calculation. The Smart Quotes user can modify the list of material and service positions as well as the prices.
-	* TBD	+
-	* TBD	+
-	Check if is necessary to create a page for each menu	+	{{Note
		+	| In the case where a system has one or more sub-system(s), there may be some interactions between the sub-system(s) and the system about the modeling data, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesCalculationUnauthorizedSystem.PNG|center]]
		+
		+
		+	Both sub-systems transfer modeling data to the system. The modeling data is taken into account for the calculation of the prices and of the material list of the sytem.
		+	However, if a Smart Quotes user does not have the right to use a sub-system (e.g. sub-system B), the calculation of the prices and of the material list of the system and of the sub-system is not performed. But if a Smart Quotes user does not have the right to use a system, the calculation of the prices and of the material list of the system and of the sub-system is performed.
		+	}}
		+
		+
		+	The contents of the '''Price''' menu can be divided into the several parts, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPriceMenuMainWindow.png|center|850x750px]]
		+
		+
		+	Under the '''Price''' tab, the following buttons are available:
		+
		+	* [[Editing the Material List | Material List]]: to perform changes to the material list contents or its structure.
		+	* [[Editing the Prices | Pricing]]: to edit the price at various levels.
		+	* [[#Services | Services]]: to configure the services required for each system or subsystem using a modeling mask similar to the one(s) in the [[Description of the Menu Design | Design menu]].
		+	* [[#Freeze Prices | Freeze Prices]]: to freeze / unfreeze the prices of the positions of the material list.
		+	* [[#More | More]]: to access to additional features.
		+	* Section View / Cost View / Customer View: a drop-down list to display the positions either by the section to which they belong to (the Section view), by the cost group to which they belong to (the Cost view) or by another structure that has been defined by the Smart Quotes user (the Customer view). The default view is the Section view.
		+
		+
		+	Under the buttons area is the main part of the '''Price''' window. This part contains a table with all the positions included in the offer.
		+
		+	The content of the table is structured in the following way:
		+
		+	:1. Offer Name
		+	:: 1.1. System Name
		+	::: 1.1.1. Section (in the case of a cost or section view) or level (in the case of a customer view)
		+	:::: Position A
		+	:::: Position B
		+	:::: Position C
		+	::: 1.1.2. Section or level
		+	:::: Position D
		+	:::: Position E
		+	:::: Position F
		+	:: 1.2. Subsystem Name
		+	::: 1.2.1. Section (in the case of a cost or section view) or level (in the case of a customer view)
		+	:::: Position G
		+	:::: Position H
		+	:::: Position I
		+	::: 1.2.2. Section or level
		+	:::: Position J
		+	:::: Position K
		+	:::: Position L
		+	:::: etc.
		+
		+	:2. The [[Description of the Menu Project#Creating an Offer | tax model(s)]] applicable to the offer
		+	:3. The offer total amount
		+
		+
		+	The table consists of the following columns:
		+
		+	* Description: it shows the designation of the items (offer, system, subsystem, section, level, etc.).
		+	* Order No: it shows the order number (i.e. the main reference) of each position.
		+	* Second ID: it shows the second reference of each position.
		+	* Qty: it shows the quantity of each position or system / subsystem.
		+	* Sales Price: it shows the unit sales price of each position.
		+	* Total: in this column are shown total amounts at various levels (offer, system, subsystem, section, etc.).
		+
		+	In the ''Description'' column, an icon precedes the designation of the item to distinguish them more easily. In addition to the offer, system and subsystem icons described in the [[Description of the Menu Project | Project menu]], various types of icons may appear.
		+
		+	First, the sections or levels are highlighted with a salmon background. The correspnding icons are as it follows:
		+
		+	{|style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
		+	!style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon
		+	!style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description
		+	|-
		+	|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSectionIcon.PNG|16x16px]]
		+	|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Section (for the Cost or Section View)
		+	|-
		+	|style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | [[File:MetisSmartQuotesLevelIcon.PNG|16x16px]]
		+	|style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | Level (for the Customer View)
		+	|}
		+
		+
		+	The icons that may appear in front of a positon are described in the [[Media:20150202_Metis_Positions_Icons.pdf|attached document]].
		+
		+
		+	The main types of items are the following ones:
		+
		+	* Material,
		+	* Service,
		+	* Compound (also known as BOM),
		+	* Aggregate,
		+	* Text.
		+
		+	Items can come from the following main sources:
		+
		+	* Position automatically added further to data inputted in the configuration mask(s),
		+	* Position manually added from the material list editor,
		+	* Position manually copied and pasted from a material list (e.g. '''Price''' menu or '''Edit material List''' window) or an Excel sheet,
		+	* Position added from a third-party tool such as an external configurator. Please note that these positions do not have a specific icon. They are considered as material or service positions.
		+
		+	A position can have various statuses. Some of the possible statuses include the following ones:
		+
		+	* Active,
		+	* Inactive or non-existent (e.g. a position returned by a third-pary tool but that does not exists in the Metis database),
		+	* Deleted,
		+	* Unauthorised,
		+	* Optional.
		+
		+
		+	Next to the '''Total''' column, an additional column appears with the product information ([[File:MetisSmartQuotesProductInformationIcon.PNG]]) icon. Clicking on it opens the [[Editing the Material List#Adding a Position from the List|Product Information window]].
		+
		+	Below the table, additional buttons are available, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPriceMenuMainWindowBottom.png|center|750x86px]]
		+
		+
		+	Two buttons allow the Smart Quotes user to collapse or expand the entire contents of the table.
		+
		+	A ''Copy'' button allows the Smart Quotes user to copy some positions directly from the '''Price''' menu. To paste them, the Smart Quotes user must be in the [[Editing the Material List | Edit Material List window]].
		+
		+	Depending on the system(s) contained in the offer, the text '''At least one system must be validated''' may appear. This indicates that the configuration of the system must be controlled by an external application or by a supervisor. Clicking on this text opens a '''System validation''' window, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPriceSystemValidationWindow.png|center|700x550px]]
		+
		+
		+	This window displays the systems to be validated. Double-clicking on a system allows the Smart Quotes user to be redirected to the actual validation stage (e.g. the window to launch the validation via the third-party tool).
		+
		+
		+	== Editing the Material List ==
		+
		+	The features available upon clicking on this button are described in a [[Editing the Material List | separate section]].
		+
		+
		+	== Editing the Prices ==
		+
		+	The features available upon clicking on this button are described in a [[Editing the Prices | separate section]].
		+
		+
		+	== Freeze Prices ==
		+
		+	The ''Freeze Prices'' button allows the Smart Quotes user to freeze the prices of the positions from the material list. Upon clicking on this button, a pop up window appears to confirm the action. Once confirmed, the date at which the prices were frozen appears, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPricesFrozen.png|center|750x99px]]
		+
		+
		+	This means that if the prices of the positions are updated by an administrator, the updated prices are not applied when the offer is re-calculated. This is valid only for the positions present in the material list at the time the prices were frozen.
		+
		+	If a position with frozen prices is copied / pasted or added again via the [[Editing the Material List | material list editor]], it receives the frozen prices, not the up-to-date prices if they have been edited by an administrator.
		+
		+	To cancel the frozen prices feature, the Smart Quotes user must click on the ''Frozen: DD.MM.YYYY'' button. A pop up window appears to confirm the action.
		+
		+	Once confirmed, the next time the offer is recalculated, the position prices are retrieved from the master database and updated if changes have been made by an administrator.
		+
		+
		+	== Services ==
		+
		+	The ''Services'' button allows the Smart Quotes user to define the services to be offered for each system or subsystem present in an offer.
		+
		+	Clicking on the ''Services'' button opens the ''Services'' window, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPricesServicesWindowOnMask.png|center|700x550px]]
		+
		+
		+	The window and its principle are very similar to the [[Description of the Menu Design | Design menu]].
		+
		+	On the left, a table shows all the systems or subsystems present in the offer. Under each system or subsystem are displayed the service models ([[File:MetisSmartQuotesServiceModelIcon.PNG]]) that have been defined by the administrator or selected by the Smart Quotes user in the properties of the [[Description of the Menu Project#Adding a System | system]] or of the [[Description of the Menu Project#Adding a Sub-system | sub-system]].
		+	Finally, the masks or the group of masks that have been linked to each service model are displayed.
		+
		+	Once a mask or a group of masks has been selected, its content is shown on the right.
		+
		+	The Smart Quotes user can then configure the services to be offered for each system with the help of the configuration mask(s).
		+
		+
		+	{{Tip
		+	| Some masks may appear with an information icon ([[File:MetisSmartQuotesHelpFileInfo.PNG]]) in the bottom left corner of the mask. Also, some texts within the mask may appear underlined with a blue font. This means that further help exists for the user to configure the system / subsystem. This help can be accessed by clicking on the text or the icon.
		+	}}
		+
		+
		+	Before closing the '''Services''' window, make sure that the necessary service models have been selected. Otherwise, the service models are not taken into account in the offer calculation. The appropriate service models can be selected using the follwing ways:
		+	* by ticking one or more service models in the ''Services'' window
		+	* by ticking one or more service models in the ''Services'' field of the [[Description of the Menu Project#Adding a System | New System]], [[Description of the Menu Project#Adding a Sub-system | New Sub-system]] or [[Description of the Menu Project#Edit System / Sub-system | Edit System]] windows.
		+
		+
		+	{{Note
		+	| The services model for which a padlock icon appears cannot be un-selected by the Smart Quotes user.
		+	}}
		+
		+
		+	Once the '''Services''' window is closed, the calculation process is launched to run the service model(s). In the '''Price''' menu, the prices and the list of positions are updated.
		+
		+	When accessing the '''Services''' window again, more data can be available if the Smart Quotes user selects a system, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPricesServicesFromModeling.png|center|700x550px]]
		+
		+
		+	The '''List of Services''' table is always displayed. It shows the service positions (if any) belonging to the default system hierarchy (i.e. the hierarchy that is preselected when accessing to the [[Editing the Prices | material list editor]]. Instead of adding the service position from the [[Editing the Prices | material list editor]], the Smart Quotes user can insert, in the ''Quantity'' cell, the desired amount of a position.
		+
		+	If the position belongs to several sections, all the sections are displayed, as shown in the following example:
		+
		+	[[File:MetisSmartQuotesPricesListOfServicesMultipleSections.png|center|700x166px]]
		+
		+
		+	The '''List of Services from Modeling''' table is displayed only if the system's material list contains service positions added via the service model (i.e. via the '''Services''' window).
		+
		+	The '''List of Services from Modeling''' table contains the following columns:
		+	* Active: to activate / deactivate a position. If deactivated, the position is removed from the system's material list.
		+	* Description: the designation of the position. The designation is preceded by an icon indicating the position's type.
		+	* Order No: the order number (i.e. the main reference) of the position.
		+	* Second ID: the second reference of the position.
		+	* Quantity: the current quantity of the position in the system's material list.
		+	* Correction +/-: a value to adjust the quantity of position to the desired amount. A negative value can be inputted. If for example, the value "5" is inserted, the current position's quantity is increased by 5. If the value "-5" is inserted, the current position's quantity is decreased by 5.
		+	* Explanation: a field to enter a text to explain why the quantity needed to be adjusted.
		+
		+
		+	== More ==
		+
		+	Clicking on the '''More''' button enables the Smart Quotes users to access to additional functionalities. These functionalities are described in a [[Features From the More Button | separate section]].

---

Latest revision as of 14:32, 24 February 2015