Metis Smart Modeling - Models
From Metis Documentation
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When an offer is initiated in Metis Smart Quote, '''modeled positions''' are “calculated” based in the information provided in modeling masks. These values represent the customer’s needs. Through the execution of the [[#Material|material]] model, the application creates a list of positions which basically represents the customer’s desired items and all of these products are listed in a structured way. | When an offer is initiated in Metis Smart Quote, '''modeled positions''' are “calculated” based in the information provided in modeling masks. These values represent the customer’s needs. Through the execution of the [[#Material|material]] model, the application creates a list of positions which basically represents the customer’s desired items and all of these products are listed in a structured way. | ||
| - | For example, in the case of a company selling computer systems, requirements will be provided in the modeling masks and after calculation will result in a list of components like computers, servers and network appliances. | + | For example, in the case of a company selling computer [[Metis_Smart_Modeling_-_Systems|systems]], requirements will be provided in the modeling masks and after calculation will result in a list of components like computers, servers and network appliances. |
All positions listed through the use of models will be in read only mode. Metis Smart Quote allows, however, editing the list by adding '''manual positions'''. All parameters related to them can be manually set, like quantity and [[Metis_Smart_Modeling_-_Attributes|attributes]]. | All positions listed through the use of models will be in read only mode. Metis Smart Quote allows, however, editing the list by adding '''manual positions'''. All parameters related to them can be manually set, like quantity and [[Metis_Smart_Modeling_-_Attributes|attributes]]. | ||
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On top of that, based on the overall offer, Metis allows to trigger so called Tax models which are executed at the very end of the process. These models can typically be used to '''add sales taxes to an offer''' (VAT or recycling). | On top of that, based on the overall offer, Metis allows to trigger so called Tax models which are executed at the very end of the process. These models can typically be used to '''add sales taxes to an offer''' (VAT or recycling). | ||
| - | In Metis Smart Quote, models appear in different forms, based on their type. For [[#Material|material]] models, the linked masks will be displayed the application in the offer window when selecting the system. | + | In Metis Smart Quote, models appear in different forms, based on their type. For [[#Material|material]] models, the linked masks will be displayed the application in the offer window when selecting the [[Metis_Smart_Modeling_-_Systems|system]]. |
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A model defined as being of type "material" is defined in Metis Smart Modeling to generate a list of material in Metis Smart Quote based on input masks, rules and logic. The result will be displayed in the latest. | A model defined as being of type "material" is defined in Metis Smart Modeling to generate a list of material in Metis Smart Quote based on input masks, rules and logic. The result will be displayed in the latest. | ||
| - | The main concept behind this type of model is for the Metis Smart Quote user to be able to enter in a simple and graphic way his customer's requirements and then let the application generate the list of necessary positions. This type can be used in many different ways. For example, in the case of a business selling computer systems, a model can be created which will ask for basic configuration properties and then let the application calculate the various possibilities which may fulfill the customer’s need. The system may then even pre-select the less expensive solution. The other possibility is to define a model which could basically be compared to a component catalog and let the user select the required items manually, but in a graphical environment. | + | The main concept behind this type of model is for the Metis Smart Quote user to be able to enter in a simple and graphic way his customer's requirements and then let the application generate the list of necessary positions. This type can be used in many different ways. For example, in the case of a business selling computer [[Metis_Smart_Modeling_-_Systems|systems]], a model can be created which will ask for basic configuration properties and then let the application calculate the various possibilities which may fulfill the customer’s need. The [[Metis_Smart_Modeling_-_Systems|system]] may then even pre-select the less expensive solution. The other possibility is to define a model which could basically be compared to a component catalog and let the user select the required items manually, but in a graphical environment. |
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== Searching and sorting through models == | == Searching and sorting through models == | ||
| - | The main screen of the "Modeling" tab in Metis Smart Modeling displays the list of all the model available in the version. That list shows the name of the model, its version, type and creation date. On the left-hand side of the screen, it s possible to filter this list. It is possible to select what type of model to display, search by its name and select the models linked to a specific system. | + | The main screen of the "Modeling" tab in Metis Smart Modeling displays the list of all the model available in the version. That list shows the name of the model, its version, type and creation date. On the left-hand side of the screen, it s possible to filter this list. It is possible to select what type of model to display, search by its name and select the models linked to a specific [[Metis_Smart_Modeling_-_Systems|system]]. |
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When updating a model based on an old one, this information is very useful to keep track of the different versions. | When updating a model based on an old one, this information is very useful to keep track of the different versions. | ||
* '''Masks''' : | * '''Masks''' : | ||
| - | List of [[Description_of_the_Sub-Menu_Masks|masks]] used in this model. Once the model is linked to a system, the listed mask will appear in Metis Smart Quotes when configuring the system in the "Design" section. | + | List of [[Description_of_the_Sub-Menu_Masks|masks]] used in this model. Once the model is linked to a [[Metis_Smart_Modeling_-_Systems|system]], the listed mask will appear in Metis Smart Quotes when configuring the [[Metis_Smart_Modeling_-_Systems|system]] in the "Design" section. |
* '''Group of rules''' : | * '''Group of rules''' : | ||
List of [[Description_of_the_Sub-Menu_Group_of_Rules|groups of rules]] to be used when executing the model in Metis Smart Quotes. The order of the groups of rules is very important for the model to generate concrete and valid results. | List of [[Description_of_the_Sub-Menu_Group_of_Rules|groups of rules]] to be used when executing the model in Metis Smart Quotes. The order of the groups of rules is very important for the model to generate concrete and valid results. | ||
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| - | The model definition window also allows to setup which systems will use the model when inserted in an offer in Metis Smart Quotes. By moving to the second tab in the window a list of all system defined in Metis Smart Modeling is displayed and lets the user validate the system(s) which should use this models with the appropriate offer type. | + | The model definition window also allows to setup which [[Metis_Smart_Modeling_-_Systems|systems]] will use the model when inserted in an offer in Metis Smart Quotes. By moving to the second tab in the window a list of all [[Metis_Smart_Modeling_-_Systems|system]] defined in Metis Smart Modeling is displayed and lets the user validate the [[Metis_Smart_Modeling_-_Systems|system(s)]] which should use this models with the appropriate offer type. |
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{{Tip | {{Tip | ||
| - | | The System tab is very useful to have an overview of which systems use the selected model. | + | | The System tab is very useful to have an overview of which [[Metis_Smart_Modeling_-_Systems|systems]] use the selected model. |
}} | }} | ||