Description of the Menu Open

From Metis Documentation

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-	Description of the different functionalities.	+	The Open menu is the menu displayed by default when the application starts.
		+
		+	It allows to quickly find and open a project or an offer.
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		+	The Open menu consists of the following tabs:
		+
		+	* [[#Project | Project]]
		+	* [[#Offer | Offer]]
		+	* [[#Last Opened Projects | Last Opened Projects]]
		+	* [[#Last Opened Offers | Last Opened Offers]]
		+
		+	Each tab is described below.
		+
		+	== Project ==
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		+	The Project tab allows the Smart Quotes user to search for projects, as shown in the following example:
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		+
		+	[Screenshot of the Open / Project]
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		+
		+	The left-hand part displays the search criteria. The search criteria correspond to the properties of the project which are as it follows:
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		+	* Start Date: the default start date is 01.01.2000 but it can be defined by the Smart Quotes user in the [[Description of the Menu Setup | Setup menu]] or manually using the calendar icon or by typing in the desired date
		+	* End Date: the default end date is the current date but it can be manually defined using the calendar icon or by typing in the desired date
		+	* Description: the name of the project
		+	* Reference: the reference of the project
		+	* Reference 1: the reference 1 of the project
		+	* Opportunity ID: if enabled, the opportunity ID of the project
		+
		+	!!! Check if Opportunity ID is always visible !!!
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		+	Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.
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		+	Each columns include a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. The contents of each column can also be sorted by alphabetic order or by date by clicking on the up and down arrows located on the left of the column title.
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		+	Double-clicking on a project opens it and the Smart Quotes user is redirected to the Project menu.
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		+	{{Note
		+	| By default, the table with the search results is empty. Also, the table is emptied when the Smart Quotes user leaves the Open Project menu.
		+	}}
		+
		+
		+	{{Note
		+	| In the online mode, all the projects made by the other users of the same version are displayed.
		+	}}
		+
		+
		+	== Offer ==
		+
		+	The Offer tab works in the same way as the [[#Project | Project tab]] described above. It allows the Smart Quotes user to search for offers, as shown in the following example:
		+
		+
		+	[Screenshot of the Open / Offer]
		+
		+
		+	The search criteria are as it follows:
		+
		+	* Start Date: the default start date is 01.01.2000 but it can be defined by the Smart Quotes user in the [[Description of the Menu Setup | Setup menu]] or manually using the calendar icon or by typing in the desired date
		+	* End Date: the default end date is the current date but it can be manually defined using the calendar icon or by typing in the desired date
		+	* Description: the name of the offer
		+	* Object: the object of the offer
		+	* Offer Number: the reference of the offer
		+	* Manual Offer Number: the manual reference of the offer
		+	* System: to display only the offers that contain a specific system
		+
		+
		+	The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table:
		+	* the offer number
		+	* the offer name (description)
		+	* the object
		+	* the offer creation date
		+	* the offer total amount
		+
		+	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+
		+	== Last Opened Projects ==
		+
		+	The Last Opened Projects tab shows the last projects that were opened by the Smart Quotes user.
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		+	Double-clicking on a project opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+	{{Note
		+	| The maximum number of projects visible in this window depends on a setting of the administrator.
		+	}}
		+
		+
		+	== Last Opened Offers ==
		+
		+	The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user.
		+
		+	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+	{{Note
		+	| The maximum number of offers visible in this window depends on a setting of the administrator.
		+	}}

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Revision as of 08:16, 8 June 2011