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Description of the Menu Order - Metis Documentation

Description of the Menu Order

From Metis Documentation

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[Screenshot of the Order menu]
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[[File:MetisSmartQuotesOrderWindow.png|center|850x750px]]
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The Order menu consists of the Order List tab. This tab contains a table with all the systems and sub-systems contained in the offer to be ordered. The first column displays the description of the system / sub-system. The second column displays the name of system / sub-system. The third column displays the total amount of each system / sub-system. The last column displays the date of order. The date of order fields remain empty until the order process is completed.
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The Order menu consists of the '''Order List''' tab. This tab contains a table with all the systems and sub-systems contained in the offer to be ordered.  
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At the bottom of the window, the ''Order'' button can be found. Clicking on this button launches the order process. At the end of the process, a series of events occur has shown in the following example:
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The first column displays the [[Description of the Menu Project#Adding a System | description]] of the system / sub-system.
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The second column displays the name of system / sub-system.
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[Screenshot of the same screenshot after clicking on Order]
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The third column displays the total amount of each system / sub-system. The last column displays the date of order. The date of order field remains empty until the order process is completed.
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At the bottom of the window, the ''Order'' button can be found. Clicking on this button launches the order process. At the end of the process, several things occur as shown in the following example:
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[[File:MetisSmartQuotesOrderedOffer.png|center|850x750px]]
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As the offer is locked, clicking on the Offer and System buttons in the header opens the [[Description of the Menu Project#Preview | Preview Offer]] and [[Description of the Menu Project#Preview | Preview System]] windows respectively.
As the offer is locked, clicking on the Offer and System buttons in the header opens the [[Description of the Menu Project#Preview | Preview Offer]] and [[Description of the Menu Project#Preview | Preview System]] windows respectively.
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An Explorer window pops up. This window contains the order file that has been generated. This file is an XML document. By default, this file is named XML_For_Offer_xxx.xml where xxx is the offer number.
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An Explorer window pops up. This window contains the order file that has been generated.  
By default, all the order files are saved in an Order folder as shown in the following example:
By default, all the order files are saved in an Order folder as shown in the following example:
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# This part is the server instance number
# This part is the server instance number
# This part is the Order directory. All generated order files can be found in this directory.
# This part is the Order directory. All generated order files can be found in this directory.
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# This part is a sub-directory containing the XML order file itself. The name of the sub-directory corresponds to the offer number.
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# This part is a sub-directory containing the XML order file itself. The name of the sub-directory corresponds to the offer number (if it exists).
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The Metis order file is an XML document. By default, this file is named ''XML_For_Offer_xxx.xml'' where xxx is either:
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* the offer number automatically generated by Smart Quotes
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* the manual offer number
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* the offer ID (in the database)
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{{Note
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| If the ordered offer does not have an offer number, then the manual offer number is used instead in XML file name. If a manual offer number has not been defined, then the offer ID (in the datadase) is used instead in XML file name.
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}}
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[[File:MetisSmartQuotesExampleOfXMLOrderFile.pdf]]
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<pdf>MetisSmartQuotesExampleOfXMLOrderFile.pdf</pdf>
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{{Note
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| The attached XML file only aims at showing the structure and the contents of the XML order file. Depending on how the offer has been configured, some fields may appear empty in the XML order file.
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}}
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It is mandatory that the system(s) that must be controlled (e.g. by a supervisor or by an external application) have actually been checked. Otherwise, it is not possible to place the order, as shown in the following example:
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[[File:MetisSmartQuotesOrderBlockedNonCheckedSystem1stTab.png|center|850x750px]]
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[[File:MetisSmartQuotesOrderBlockedNonCheckedSystem2ndTab.png|center|850x750px]]
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!!! add an example of an xml order file in PDF format (with snapshot (i.e. Pat's Extension)) !!!
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The '''Order''' button is inactive.
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In the Order List tab, the system(s) preventing the offer to be placed is/are indicated by the presence of a flag ([[File:MetisSmartQuotesBlackFlagIcon.PNG]]) in the very last column.
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!!! add the description of the Export Control + Warnings tab + icon for ECS check in Order Mode etc. !!!
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In the Warning tab, the system(s) preventing the offer to be placed is/are listed.

Revision as of 15:45, 31 October 2011

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