Description of the Menu Open
From Metis Documentation
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* [[#Last Opened Projects | Last Opened Projects]] | * [[#Last Opened Projects | Last Opened Projects]] | ||
* [[#Last Opened Offers | Last Opened Offers]] | * [[#Last Opened Offers | Last Opened Offers]] | ||
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Each tab is described below. | Each tab is described below. | ||
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== Project == | == Project == | ||
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| - | [ | + | [[File:MetisSmartQuotesMenuOpenProjectTab.PNG|center|750x650px]] |
The left-hand part displays the search criteria. The search criteria correspond to the properties of the project which are as it follows: | The left-hand part displays the search criteria. The search criteria correspond to the properties of the project which are as it follows: | ||
| - | * Start Date: the default start date is 01.01.2000 | + | * Start Date: the default start date is 01.01.2000. 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 | + | * End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date. |
* Description: the name of the project | * Description: the name of the project | ||
| - | * Reference: the reference of the project | + | * Reference: the reference of the project automatically generated by Smart Quotes |
| - | * Reference 1: | + | * Reference 1: a reference manually entered by the Smart Quotes User |
| - | * Opportunity ID: | + | * Opportunity ID: a second reference manually entered by the Smart Quotes User |
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Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria. | Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria. | ||
| - | Each | + | Each column includes 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 [[Description of the Menu Project | Project menu]]. | ||
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{{Note | {{Note | ||
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{{Note | {{Note | ||
| - | | In the online mode, the projects made in some other versions | + | | In the online mode, the projects made in some other versions can appear (this depends on the administrator settings). |
}} | }} | ||
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== Offer == | == Offer == | ||
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| - | [ | + | [[File:TBD|center|750x650px]] |
The search criteria are as it follows: | The search criteria are as it follows: | ||
| - | * Start Date: the default start date is 01.01.2000 | + | * Start Date: the default start date is 01.01.2000. 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 | + | * End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date. |
* Description: the name of the offer | * Description: the name of the offer | ||
| - | * Object: the | + | * Object: further information that may have been entered by the Smart Quotes user to better describe the offer |
| - | * Offer Number: the reference of the offer | + | * Offer Number: the reference of the offer automatically generated by Smart Quotes |
| - | * Manual Offer Number: the | + | * Manual Offer Number: the reference of the offer manually that may have been entered by the Smart Quotes user |
| - | * System: to display only the offers that contain a specific system | + | * System: a filter 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 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 number automatically generated by Smart Quotes |
| - | * the offer name (description) | + | * the offer name (in the description column) |
| - | * the | + | * the offer manual number |
* the offer creation date | * the offer creation date | ||
* the offer total amount | * the offer total amount | ||
| - | Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu. | + | Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. |
== Last Opened Projects == | == Last Opened Projects == | ||
| - | The Last Opened Projects tab | + | The Last Opened Projects tab displays the last projects that were opened by the Smart Quotes user, as shown in the following example: |
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| + | [[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG|center|750x650px]] | ||
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| + | Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | ||
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{{Note | {{Note | ||
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The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user. | 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. | + | Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. |
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{{Note | {{Note | ||
| The maximum number of offers visible in this window depends on a setting of the administrator. | | The maximum number of offers visible in this window depends on a setting of the administrator. | ||
}} | }} | ||