Metis Smart Modeling - Models
From Metis Documentation
(→Tax) |
(→Tax) |
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A model defined as being of type "tax" will feed on the generated or manually input list of material in Metis Smart Quote to generate various taxes. The result will be displayed in the latest. | A model defined as being of type "tax" will feed on the generated or manually input list of material in Metis Smart Quote to generate various taxes. The result will be displayed in the latest. | ||
| - | Usually those models will use total or positions specific amounts, the attributes and position quantities to calculate the taxes. With these type of models, the Metis Smart Modeling user can define any number of taxes like VAT or recycling. The result of the model will be displayed | + | Usually those models will use total or positions specific amounts, the attributes and position quantities to calculate the taxes. With these type of models, the Metis Smart Modeling user can define any number of taxes like VAT or recycling. The result of the model will be displayed on the offer level, as part of the total price. |
A tax model is always linked to the overall offer when used in Metis Smart Quotes. The activation of the model thus has to be done based on a specific group of users belonging to a version. This is done via the Tax Models sub-section of the Profiles menu in Metis Smart Modeling. | A tax model is always linked to the overall offer when used in Metis Smart Quotes. The activation of the model thus has to be done based on a specific group of users belonging to a version. This is done via the Tax Models sub-section of the Profiles menu in Metis Smart Modeling. | ||
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| + | The definition of a TAX model varies from the definition of the two other types of models, as it basically consist of a formula which should be applied on prices, quantities, variables or attributes. Thus the full definition of it is done in the main model setup window. | ||
[[File:MetisSmartModelingSCModelsTAXDef.PNG|center|706x860px]] | [[File:MetisSmartModelingSCModelsTAXDef.PNG|center|706x860px]] | ||
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| + | After defining all basic information for the model, like name, descriptions and versioning, the lower part of the window allows to setup the variables to be used and formula which will be calculated. As for formula based rules, the first step is to define which input variables should be used in the formula. by clicking on the add button on the left of the table, the application will show a new window where the user can the type and the item to be used as input variable for the formula. In addition to the standard input items, a tax model can also use prices. The list of price types which can be used is available when selecting the "Items" radio button. | ||
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| + | When all required input variable are defined, the formula can be typed in the dedicated field below the table. In the above example, the "Net Sales Price" is multiplied by "1.08" in order to calculated the swiss VAT (8%). | ||
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List of "items" : | List of "items" : | ||
* (Is Material Position) | * (Is Material Position) | ||
| + | Will return a Boolean value defining of the position being treated is a material position. | ||
* (Is Service Position) | * (Is Service Position) | ||
| + | Will return a Boolean value defining of the position being treated is a service position. | ||
* Cost Price | * Cost Price | ||
| + | Will return the cost price of the position being treated. | ||
* Gross Price | * Gross Price | ||
| + | Will return the gross price (sales price before all discounts) of the position being treated. | ||
* Net Sales Price | * Net Sales Price | ||
| + | Will return the net sales price (sales price after all discounts) of the position being treated. | ||
* Original Sales Price | * Original Sales Price | ||
| + | Will return the original sales price (sales price as by default in the database) of the position being treated. | ||
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| + | {{Note | ||
| + | | Whenever one of these "items" is selected, the formula will be executed individually on all items and add up the results to display it as a total. | ||
| + | }} | ||
== Searching and sorting through models == | == Searching and sorting through models == | ||