Description of the Menu Positions
From Metis Documentation
(→Positions) |
(→Positions) |
||
| Line 47: | Line 47: | ||
[[File:MetisSmartModelingIconPositionMat.png|center]] | [[File:MetisSmartModelingIconPositionMat.png|center]] | ||
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| - | Material positions describe | + | Material positions describe a physical product listed in the Metis Smart Suite Catalog. |
|- | |- | ||
| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| Line 75: | Line 75: | ||
[[File:MetisSmartModelingIconPositionMatInactive.png|center]] | [[File:MetisSmartModelingIconPositionMatInactive.png|center]] | ||
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| - | Positions of any type which have been set as inactive will hold this icon. | + | Positions of any type which have been set as inactive will hold this icon. An inactive position is represented by any of the above icons but with a red warning circle added to the corner. An inactive position means that the position has been defined by the administrator as a position that should no longer be used or which should not be available in the position catalog. In Metis Smart Quotes, the inactive position cannot be found through search functions and can no longer be added to offers. However, if the inactive position is already in an offer, nothing will change in that offer besides the icon for the inactive position. |
|- | |- | ||
|} | |} | ||
| + | |||
With Metis Smart Suite, a position is build based on the following information. Most of the fields are optional but it is recommended to describe any position with sufficient data in order for the end-users to create offer with the most information possible. | With Metis Smart Suite, a position is build based on the following information. Most of the fields are optional but it is recommended to describe any position with sufficient data in order for the end-users to create offer with the most information possible. | ||
| Line 95: | Line 96: | ||
** Variable BOM: same as a Fixed BOM, but the content of the position can be edited within Metis Smart Quotes. | ** Variable BOM: same as a Fixed BOM, but the content of the position can be edited within Metis Smart Quotes. | ||
| - | * | + | *'''Cost Group''': A drop-down list of the available cost groups in this version. (Cost Groups can be defined here) |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | *'''Status''': A drop-down list of the available statuses in this version. (Statuses can be defined here) | |
| - | * | + | |
| - | + | ||
| - | + | *'''Active''': Ticking this check-box signifies that the position is active. Leaving this check-box unticked makes the position inactive. | |
| - | * | + | |
| - | + | *'''Service''': Ticking this check-box indicates that the position is not a physical product, but instead a service. | |
| - | * | + | |
| - | + | *'''Optional''': Tick this check-box if the position should appear as optional in the offer. An optional position will not be included in the total calculation in the offer, but mentioned separately. | |
| - | + | ||
| + | *'''Internal''': Tick this check-box if the position should not be visible at all in Metis Smart Quotes. | ||
| - | * | + | *'''Dummy''': Ticking this check-box makes the selected position a dummy position. Dummy positions act as a sort of template or reference for other positions in Metis Smart Quotes, they allow the end-user to create a manually position, describe it and through the selection of a Dummy Position, link it to an ERP valid position. Dummy positions can only be created in Metis Smart Modeling. |
| - | + | ||
| - | + | ||
| + | *'''Lock price editions''': Ticking this check-box locks price editing. Prices can no longer be modified in Metis Smart Quotes for this position. | ||
| + | *'''Lock attribute modifications''': Ticking this check-box locks attribute modification. Attributes can no longer be modified in Metis Smart Quotes for this position. | ||
| - | *Hide position: | + | *Hide position: Ticking this checkbox hides the position completely. Ticking this checkbox is the same as ticking all the |
| - | + | ||
other checkboxes below. | other checkboxes below. | ||