Metis Smart Modeling - Rules
From Metis Documentation
(→Description) |
(→What is a rule?) |
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A rule is typically made out of three different parts which can work together : | A rule is typically made out of three different parts which can work together : | ||
| - | + | 1. '''Description''' : Main information regarding the rule. | |
| + | Mandatory and optional fields (use and where will the information be displayed) | ||
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| + | When creating a new rule, the user has the possibility of entering a comment that will be displayed on reports. | ||
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| + | Once the rule has been saved, the ID field will automatically be completed by Metis Smart Modeling. The generated identification code is unique worldwide and can be useful for searching for a rule or debugging it, if necessary. | ||
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| + | {| class="wikitable centre" width="100%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: transparent; background-color : transparent;" | ||
| + | | width="20%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 1px 1px 0" | | ||
| + | ''No treatment of the rest'' | ||
| + | | width="80%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 0 1px 0" | | ||
| + | If this checkbox is ticked, any fractions of output resulting from a rule will not be taken into account. This means that the result will only be composed of whole units. | ||
| + | |- | ||
| + | | width="20%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 1px 1px 0" | | ||
| + | ''White Flag (Offer)'' | ||
| + | | width="80%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 0 1px 0" | | ||
| + | White flags, simply by the presence of an system name, are considered to be applied on the order level. The influence in Metis Smart Quotes is that the ordering process will be blocked for the Metis Smart Quotes end user until an external configurator control can be performed, but it will still be possible to view and print offer documents. There is no icon to represent the White Flag applied on the order level. | ||
| + | |- | ||
| + | | width="20%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 1px 1px 0" | | ||
| + | ''Grey Flag (Order)'' | ||
| + | | width="80%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 0 1px 0" | | ||
| + | Grey Flags are intended for systems which do not have system names. Similar to the White Flag, they also require Metis Smart Quotes end users to perform a mandatory control of system configuration. The mandatory controls of systems with Grey Flags will have to be performed manually by an especially authorized user as opposed to being handled by an external configurator control like White Flags. Will be applied on the order level, meaning that the ordering process will be blocked for the Metis Smart Quotes end user until a manual control can be performed. It will still be possible for the end user to view and print offer documents, however. | ||
| + | |- | ||
| + | | width="20%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 1px 0 0" | | ||
| + | ''Grey Flag (Offer)'' | ||
| + | | width="80%" style="vertical-align: top; background-color : transparent; border-style: solid; border-color: transparent; border-width: 0 0 0 0" | | ||
| + | Grey Flags are intended for systems which do not have system names. Similar to the White Flag, they also require Metis Smart Quotes end users to perform a mandatory control of system configuration. The mandatory controls of systems with Grey Flags will have to be performed manually by an especially authorized user as opposed to being handled by an external configurator control like White Flags. Will be applied on the offer level. It is basically the same as the Grey Flag (Order) with the added restriction that it will not be possible for the end user to view and print offer documents. | ||
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| + | |} | ||
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| + | {| class="wikitable centre" width="50%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;" | ||
| + | |- | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | '''White Flag''' (EKB Name) | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | '''Grey Flag''' (no EKB Name) | ||
| + | |- | ||
| + | | width="20%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | Applied on the '''Order Level''' | ||
| + | | width="40%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | Ordering process blocked until external configurator control has been completed. | ||
| + | | width="40%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | Ordering process blocked until manual control has been completed. | ||
| + | |- | ||
| + | | width="20%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | Applied on the '''Offer Level''' | ||
| + | | width="40%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | Ordering process and Document Generation blocked until external configurator control has been completed. | ||
| + | | width="40%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | Ordering process and Document Generation blocked until manual control has been competed. | ||
| + | |- | ||
| + | |} | ||
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| + | {{Note | ||
| + | | Whether the Grey Flag has been placed on the order level or offer level, there will be no difference in the display in QSBW. The same small yellow icon will be displayed for either one. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | Only one type of Grey Flag can be active on a rule at a time. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | The White Flag (Offer) and a Grey Flag can be active on the same rule at the same time. However, Grey Flags will not have any influence on a system which has a system name. Systems which have a system name will only take into account whether or not the White Flag (Offer) has been applied. Conversely, the White Flag (Offer) setting will have no influence on systems which do not have a system name. | ||
| + | }} | ||
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#'''Filter''' : Part of the rule which allow to configure the circumstances in which the rule is valid and should be executed by the application. | #'''Filter''' : Part of the rule which allow to configure the circumstances in which the rule is valid and should be executed by the application. | ||
#'''Formula''' : It is the logical or mathematical part of a rule. | #'''Formula''' : It is the logical or mathematical part of a rule. | ||