Description of the Menu Order
From Metis Documentation
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| - | The Order menu allows the Smart Quotes user to place an order, as shown in the following example: | + | The ''Order'' menu allows the Smart Quotes user to place an order, as shown in the following example: |
| - | [ | + | [[File:MetisSmartQuotesOrderWindow_SEN.png|center|850x750px]] |
| - | The Order menu consists of | + | The ''Order'' menu consists of an ''Order List'' tab and of a ''Warning'' tab if some errors are preventing the order to be placed. |
| - | + | In the ''Order List'' tab, the upper section contains the following fields: | |
| + | * Order Number: this field is linked with the ''Customer Order Number'' field in the [[Description of the Menu Project#Creating_an_Offer | offer properties]]. | ||
| + | * Order Date: the date entered in this field should not be confused with the date that appears automatically in the column ''Order'' when the offer is ordered. | ||
| + | * Order Status: this field contains a drop-down list with entries defined by the administrator. This field is for statistical purposes. | ||
| + | * Sales Organization: this field contains a drop-down list with entries defined by the administrator. This field is relevant for the SES Spiridon order files. | ||
| + | * Division: this field contains a drop-down list with entries defined by the administrator. This field is relevant for the SES Spiridon order files. | ||
| + | * Organization Unit: this field contains a drop-down list with entries defined by the administrator. This field is relevant for the SES Spiridon order files. | ||
| - | + | Still in the ''Order List'' tab, the remaining part consists of a table with details about the offer to be ordered. | |
| + | By default, in the first column, all the systems and sub-systems contained in the offer are selected. The Smart Quotes user cannot unselect them. | ||
| - | The | + | The second column displays the [[Description of the Menu Project#Adding a System | description]] of the system / sub-system. |
| - | + | The ''Amount'' column displays the total amount of each system / sub-system. | |
| - | + | The ''System'' column displays the name of each system / sub-system. | |
| - | + | The ''Org-ID'' column only appears for the SES R41 order files. The Org-ID is a reference of a supplier of one or more positions part of the system's material list. There may be multiple lines under a system. If the positions of a given system are furnished by two different suppliers in total, two lines with different Org-IDs appear under the system. In other words, each time there is a separate supplier for positions for a system, there is an extra line under the system. | |
| - | + | {{Note | |
| + | | There is no value in the ''Org-ID'' column when a system includes manually created positions or positions which have been created locally by the administrator. | ||
| + | }} | ||
| - | + | The ''Manual Order Nr'' only appears for the SES R41 or SES Spiridon order files. The green cells indicate to the user that a value can be defined. Depending on the settings of the administrator, the ''Manual Order Nr'' may be mandatory to fill in. It is used in the order files. If this data is not mandatory to be filled in and nothing has been defined, the order files uses the contents of the ''Manual Offer Number'' field defined in the [Description of the Menu Project#Creating_an_Offer | offer properties]]. | |
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| + | The ''Order Type'' column displays the default order file type defined by the administrator. Using the drop-down list, the Smart Quotes user can select another type of order file for each system. The available types of order files may be SES Spiridon, SES R41, XML, CSV, TXT or XLS. | ||
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| + | {{Note | ||
| + | | It is not possible to select an order type file for a sub-system. The order type file of the system is automatically applied to the sub-system. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | For easier distinction, when the SES R41 order type has been selected, ìR41î appears in the name of the generated order file(s). Similarly, ìSPIRIDONî appears in the name of the order file(s) when the SES Spiridon order file(s) is/are generated. | ||
| + | }} | ||
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| + | The column next to the ''Order Type'' column displays a green check mark icon for each system, when the offer has been successully ordered. | ||
| - | !! | + | The ''Order'' column displays, for each system, the date at which the offer has been successully ordered. |
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| + | The column next to the ''Order'' column displays again a green check mark icon for each system, when the offer has been successully ordered. | ||
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| + | The last column may display a flag. This applies only to the systems that need to be controlled by a supervisor or by an external configurator. The following table lists the flags that may appear in that column: | ||
| + | |||
| + | {|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:MetisSmartQuotesGreenFlag.png|16x16px]] | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | System status is OK | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesRedFlag.PNG|16x16px]] | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | System to be controlled by an external configurator | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesBlackFlagIcon.PNG|16x16px]] | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | System to be controlled by a supervisor | ||
| + | |} | ||
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| + | At the bottom of the window, the ''Order'' button can be found. The button is greyed if the order is non consistent. In this case, a ''warning'' tab also appears with the some details about the problems or missing data in the offer, as shown in the following example: | ||
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| + | [[File:MetisSmartQuotesOrderWindow_Warning_SEN.png|center|850x750px]] | ||
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| + | Some examples of these problems include: | ||
| + | * A mandatory control of the system configuration has not been performed. | ||
| + | * The control of the system by the External Configurator was not performed in Order mode. | ||
| + | * The company in the offer has not been assigned the proper role. For example, when the administrator has chosen to use the XML parameter for orders, the company has not been assigned the proper role, nor has it been defined as the ìmain customerî for the offer. | ||
| + | * No address or post office box has been defined for the company which is assigned a certain role in the offer. This message may appears only when generating SES order files. | ||
| + | * The manual order number has not been defined and is mandatory to fill in. | ||
| + | * The Manual Company Number has not been defined for the company which is assigned a certain role in the offer. This is when the user has chosen to use the SES R41 or SES Spiridon order type and the administrator has set the Manual Company Number as mandatory to fill in. | ||
| + | * An order file type has not been defined for the system(s) in the offer. | ||
| + | * The offer contains unauthorized or non-existent systems. | ||
| + | * The Service Engine has not been called. | ||
| + | |||
| + | Depending upon the problems indicated in the ''Warning'' tab, it may be necessary for the user to contact the administrator. | ||
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| + | When the necessary requirements are met, the ''Order'' button is active. Clicking on this button launches the order process. | ||
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| + | If the export control functionality has been set up by the administrator, a window with three tabs appears, as shown in the following examples: | ||
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| + | [[File:MetisSmartQuotesOrder ExportControl Tab1.PNG|center]] | ||
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| + | [[File:MetisSmartQuotesOrder ExportControl Tab2.PNG|center]] | ||
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| + | [[File:MetisSmartQuotesOrder ExportControl Tab3.PNG|center]] | ||
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| + | The ''Export Control'' tab shows questions concerning the order which have been defined by the administrator. If the answer to the second question is affirmative, a supplementary message appears at the bottom of the window. The user cannot process the order until all of the questions have been answered and the confirmation checkbox in the bottom right corner of the window has been ticked. Depending upon the userís answers to the questions, the text is displayed either in red font (for yes) or green font (for no). | ||
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| + | The ''General Terms and Conditions'' tab is purely informative. It contains the general terms and conditions for the order as defined by the administrator. | ||
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| + | The ''Restricted Features'' tab lists the products within the material list which have exportation restrictions. This list can be printed, if desired, by clicking on the ''Print List'' button. Then, a window automatically opens containing the restricted features. | ||
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| + | Once the export control questions have been answered and the checkbox in the bottom right corner of the window has been ticked, the validation button becomes active and the order can be placed. | ||
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| + | At the end of the process, several things occur. | ||
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| + | A pop up window confirms that the order files have been generated. The path towards the order file directory is indicated in the pop up window, as shown in the following example: | ||
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| + | [[File:MetisSmartQuotesOrderedOfferConfirmationPopUp_SEN.png|center]] | ||
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| + | Upon closing this pop up window, the order directory is automatically open. | ||
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| + | {{Note | ||
| + | | The default order directory may be defined by the administrator. If not, on computers running with Windows 7, the default order directory is ''C:\Users\<User Name>\AppData\Roaming\METIS\Order''. Inside this directory, when order files are generated, they are created in a sub-directory containing the offer number in its name. | ||
| + | }} | ||
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| + | The number of generated files depends upon the number of systems / subsystems in the offer and of the selected order file type. | ||
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| + | * SES Spiridon, CSV and TXT: For these order types, one file per system is generated. Suppose that an offer contains 5 systems, and all 5 systems have the same order type (SES Spiridon, for example). 5 SES Spiridon order files are generated. | ||
| + | * R41: For this order type, one file per supplier per system is generated. Suppose that an offer contains 2 systems with the R41 order type. The first system has 3 suppliers/Org-ID numbers, and the second system has 2 suppliers/Org-ID numbers. A total of 5 R41 order files are generated. | ||
| + | * XML: For this order type, a single file per offer is generated. Suppose that an offer contains 3 systems with the XML order type. A single XML order file is generated, containing the information of all 3 of the systems. | ||
| + | * XLS: Suppose that an offer contains 4 systems with the XLS order type. A single XLS order file is generated, and it contains a total of 4 sheets (1 sheet per system). | ||
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| + | Regarding the other impacts after the ordering of an offer, in the ''Order'' menu, the order date cell(s) is (are) filled in. The ''Order'' button is greyed out. The offer is locked and it can no longer be edited at all. The locked status is represented by a green checkmark icon that appears in the header. | ||
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| + | The icon of the system / subsystem changes as well. | ||
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| + | As the offer is locked, clicking on the ''Offer'' and ''System'' buttons in the header opens the [[Description of the Menu Project#Preview | Preview Offer]] and [[Description of the Menu Project#Preview | Preview System]] windows respectively. | ||