Description of the Menu Positions
From Metis Documentation
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| - | The Positions menu | + | In Metis Smart Quote the main content of all offer are positions, either material or service ones. In order for those positions to be available in the Metis Smart Quotes they can either be imported into Metis Smart Modeling or for specific needs created manually. The Positions menu item in Metis Smart Modeling allows just that. |
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| - | + | In Metis Smart Modeling, the administrator can add, edit, delete, and even see where selected positions are used. Positions are essentially products, they are a key part of the Metis foundation. They can come in the form of either a material or a service. Positions make up the lowest and final category of the product and services portfolio. Positions are linked to many different parts of Metis. | |
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== Positions == | == Positions == | ||
| - | + | In Smart Modeling, when a position is created, it is highly recommended that an attribute(s) be associated with the position. Attributes can be seen as customizable pieces of additional information for positions. They can be anything from a weight, to a time of installation, to a consumption of power. Positions are often grouped into sections and sub-sections which are then grouped into hierarchies and hierarchy groups. | |
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| + | Positions are also used when defining price groups. Price groups are used when certain positions are to be collected together because they share a common price specification, namely a price type. When creating price groups in the price groups sub-menu, desired positions are given a price value and become part of the price group. | ||
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| + | When creating and editing positions, the user can also assign a clipart to the position. In the cliparts sub-menu, only cliparts that have their position checkbox ticked may appear in the list of cliparts found in the position sub-menu. | ||
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| + | In Smart Quotes, positions are an integral part of creating offers. Since positions are the materials and services, offers must contain positions. Once an offer has been set up in either the '''Project''' or '''Design''' tabs, positions can then be added. Positions can be added to an offer by two different methods from two different tabs, the '''Design''' tab and the '''Price''' tab. Positions are added in the design tab by selecting a mask and entering in a quantity in appropriate fields. Depending on the field or fields chosen and the quantity entered, the correct position or positions will then be added to the material list of the offer which is found on the '''Price''' tab. Further information regarding positions and the '''Design''' tab can be found here. | ||
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| + | The second approach on how to add positions to an offer is found on the '''Price''' tab. Once an item below the offer has been selected, the '''Edit Material List''' button becomes available. In the edit material list window, positions can be found using the search feature and the appropriate hierarchy groups and hierarchies made available. Once found, positions are listed in the table at the bottom right and can be added to the offer by simply double clicking on them. | ||
[[File:MSM_Positions_Positions.png|center|600x400px]] | [[File:MSM_Positions_Positions.png|center|600x400px]] | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. The search feature allows the user to find positions by entering search criteria into one or several of the following fields in order to filter the result: | ||
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| + | *'''Version''': A drop-down list including the version currently logged-in to and all the direct parent versions. | ||
| + | *'''Order Number''': A mandatory reference number for the position that may contain letters and numbers. | ||
| + | *'''Second ID''': An additional reference for the position. | ||
| + | *'''Description''': The name of the position. | ||
| + | *'''Language''': A drop-down list of the current languages in use to select the text language to be searched in. | ||
| + | *'''Attribute''': A drop-down list of the attributes found in this version. | ||
| + | *'''Price Category''': A drop-down list of the price categories found in this version. | ||
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| + | Upon entering only a few characters in one or both of the fields, the '''Search''' can be launched with the results will be displayed in the table below. | ||
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| + | Positions can be of several type: | ||
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! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | ||
! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | ||
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| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Material Position''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MetisSmartModelingIconPositionMat.png|center]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | Material positions describe... | ||
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| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Material Position''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MetisSmartModelingIconPositionMat.png|center]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | Material positions describe... | ||
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| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Fixed BOM''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MetisSmartModelingIconPositionF-BOM.png|center]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | Material positions describe... | ||
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| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Variable BOM''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MetisSmartModelingIconPositionV-BOM.png|center]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | Material positions describe... | ||
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| 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" | | ||
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| + | 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. | ||
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| + | The Position description window is structured into 6 tabs: | ||
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| + | '''General''' | ||
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| + | *'''Order Number''': A number given to the position to be used when ordering. The order number field must be filled for the position to be created. The field is limited to 30 characters. | ||
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| + | *'''Second ID''': An additional reference for the position. The field is limited to 40 characters. | ||
| + | *Quantity Unit: A drop-down list of the available quantity units in this version. | ||
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| + | *'''Type''': A drop-down list where the type of position is chosen from the four different options. A compound position is a type of position that can have other positions added to it. It is possible to select between the following position type: | ||
| + | ** Single: position made out of a single position (i.e. described in the current window) | ||
| + | ** Fixed BOM: position built on a list of other positions. It can be compared to a sort of bundle or packaged product. For example a desktop computer can be made out a central unit, a screen, a keyboard and a mouse. Once used in Metis Smart Quotes, this type of position cannot be edited. | ||
| + | ** Variable BOM: same as a Fixed BOM, but the content of the position can be edited within Metis Smart Quotes. | ||
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| + | **Single: A single position with no special attributes. | ||
| + | **Fixed Aggregate: A compound position that can only be created in MSM and have its quantity edited only in MSM. | ||
| + | **Fixed BOM: A compound position that can only be created in MSM and have its quantity edited only in MSM. | ||
| + | **Variable BOM: A compound position that can only be created in MSM but is editable in MSQ. | ||
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| + | *Cost Group: A dropdown list of the available cost groups in this version. | ||
| + | *Status: A dropdown list of the available statuses in this version. | ||
| + | *Active: Ticking this checkbox signifies that the position is active. Leaving this checkbox unticked makes the position | ||
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| + | inactive. An inactive position is represented by the original icon 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 | ||
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| + | used. In MSQ, the inactive position can no longer 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 | ||
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| + | inactive position. | ||
| + | *Service: Ticking this checkbox signifies that the position is not a physical product, but instead a service. | ||
| + | *Optional: Tick this checkbox if the position should appear as optional in the offer. An optional position will not be | ||
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| + | included in the total calculation in the offer, but mentioned separately. | ||
| + | *Internal: Tick this checkbox if the position should not be visible at all in Metis Smart Quotes. | ||
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| + | *Dummy: Ticking this checkbox makes the selected position a dummy position. Dummy positions act as a sort of template or | ||
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| + | reference for other positions in MSQ, they allow the user to see how the....... Dummy positions can only be created in MSM. | ||
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| + | *Lock price editions: Ticking this checkbox locks price editing. Prices can no longer be changed. | ||
| + | *Lock attribute modifications: | ||
| + | Ticking this checkbox locks attribute modification. Attributes can no longer be changed. | ||
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| + | *Hide position: | ||
| + | Ticking this checkbox hides the position completely. Ticking this checkbox is the same as ticking all the | ||
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| + | other checkboxes below. | ||
| + | **Hide quantity: Ticking this checkboxes hides only the quantity. | ||
| + | **Hide description: Ticking this checkboxes hides only the description. | ||
| + | **Hide order number: Ticking this checkboxes hides only the order number. | ||
| + | **Hide unit price: Ticking this checkboxes hides only the unit price. | ||
| + | **Hide total amount: Ticking this checkboxes hides only the total amount. | ||
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| + | Found on the left side of the window is a square with add and delete icons. Clicking on the add button opens a window that | ||
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| + | lists all cliparts that have been associated with positions. The user can select a clipart for the position by double | ||
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| + | clicking on it. | ||
| + | Clicking on the delete button opens a pop-up message which asks the user if they are sure they want to delete the current | ||
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| + | clipart, if confirmed, the clipart is deleted. | ||