Description of the Menu Positions
From Metis Documentation
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== Positions == | == Positions == | ||
| - | In Smart Modeling | + | In Metis Smart Modeling positions are often grouped into '''[[Description_of_the_Menu_Hierarchies#Sections|sections]]''' and sub-sections which are then grouped into '''[[Description_of_the_Menu_Hierarchies#Hierarchies|hierarchies]]''' and '''[[Description_of_the_Menu_Hierarchies#Hierarchy_Groups|hierarchy groups]]'''. |
| - | 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. | + | Positions are also used when defining '''[[Description_of_the_Menu_Prices#Price_Groups|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. |
| - | When creating and editing positions, the user can also assign a clip-art to the position. In the | + | When creating and editing positions, the user can also assign a clip-art to the position. In the [[Description_of_the_Sub-Menu_Cliparts | Cliparts]] sub-menu, only clip-arts that have their position check-box ticked may appear in the list of clip-arts found in the position sub-menu. |
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. | 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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| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Positions based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list. Enter search criteria into one or several of the following fields in order to filter the result: |
| - | *'''Version''': | + | *'''Version''': drop-down list including the version currently logged-in to and all the direct parent versions. |
| - | *'''Order Number''': | + | *'''Order Number''': reference number for the position that may contain letters and numbers. |
| - | *'''Second ID''': | + | *'''Second ID''': additional reference for the position. |
| - | *'''Description''': | + | *'''Description''': name of the position. |
| - | *'''Language''': | + | *'''Language''': drop-down list of the current languages in use to select the text language to be searched in. |
| - | *'''Attribute''': | + | *'''Attribute''': drop-down list of the attributes found in this version. |
| - | *'''Price Category''': | + | *'''Price Category''': drop-down list of the price categories found in this version. |
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[[File:MetisSmartModelingIconPositionF-BOM.png|center]] | [[File:MetisSmartModelingIconPositionF-BOM.png|center]] | ||
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| - | A 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. | + | A 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''. |
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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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| + | {{Tip | ||
| + | | Inactive positions can be substituted automatically using the Substitution function available in Metis Smart Suite. Refer to the following [[Description_of_the_Menu_Positions#Substitutes|section]] for details about this functionality and ho to set it up. | ||
| + | }} | ||
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=== Main properties === | === Main properties === | ||
| - | This tab lists the main settings for a position. | + | This tab lists the main settings for a position. It includes the following fields. |
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| - | *'''Order Number''': | + | *'''Order Number''': 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. |
| - | *'''Second ID''': | + | *'''Second ID''': additional reference for the position. The field is limited to 40 characters. |
| - | *'''Quantity Unit''': | + | *'''Quantity Unit''': drop-down list of the available quantity units in this version. (Quantity Units can be defined here) |
| - | *'''Type''': | + | *'''Type''': 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) | + | ** '''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. | + | ** '''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. | + | ** '''Variable BOM''': same as a Fixed BOM, but the content of the position can be edited within Metis Smart Quotes. |
| - | *'''Cost Group''': | + | *'''Cost Group''': drop-down list of the available cost groups in this version. (Cost Groups can be defined here) |
| - | *'''Status''': | + | *'''Status''': drop-down list of the available statuses in this version. (Statuses can be defined here) |
| - | *'''Active''': | + | *'''Active''': position is active. Leaving this check-box unticked makes the position inactive. |
| - | *'''Service''': | + | *'''Service''': position is not a physical product, but instead a service. |
| - | *'''Optional''': | + | *'''Optional''': position should appear as optional in the offer. An optional position will not be included in the total calculation in the offer, but mentioned separately. |
| - | *'''Internal''': | + | *'''Internal''': position should not be visible at all in Metis Smart Quotes. |
| - | *'''Dummy''': | + | *'''Dummy''': position is a dummy position. Dummy positions act as a sort of template or reference for manually defined positions in Metis Smart Quotes, they allow the end-user to create a position, describe it and through the selection of a Dummy Position, link it to an ERP valid position. Dummy positions can only be created in Metis Smart Quotes. |
| - | *'''Lock price editions''': | + | *'''Lock price editions''': locks price editing possibilities. Prices can no longer be modified in Metis Smart Quotes for this position. |
| - | *'''Lock attribute modifications''': | + | *'''Lock attribute modifications''': locks attribute modification. Attributes can no longer be modified in Metis Smart Quotes for this position. |
| - | *'''Hide position''': | + | *'''Hide position''': hides the position completely in Metis Smart Quotes printed documents. Ticking this check-box is the same as ticking all the check-boxes below. |
| - | **Hide quantity: | + | **Hide quantity: hides only the quantity. |
| - | **Hide description: | + | **Hide description: hides only the description. |
| - | **Hide order number: | + | **Hide order number: hides only the order number. |
| - | **Hide unit price: | + | **Hide unit price: hides only the unit price. |
| - | **Hide total amount: | + | **Hide total amount: hides only the total amount. |
Found on the left side of the window is a square with add and delete icons. Clicking on the the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens a window that lists all clip-arts that have been associated with positions and imported in Metis Smart Modelling. The user can select a clip-art for the position by double clicking on it. | Found on the left side of the window is a square with add and delete icons. Clicking on the the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens a window that lists all clip-arts that have been associated with positions and imported in Metis Smart Modelling. The user can select a clip-art for the position by double clicking on it. | ||
| - | Clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] opens a pop-up message which asks the user if they are sure they want to delete the current clip-art, if confirmed, it is unlinked from the position. | + | Clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] opens a pop-up message which asks the user if they are sure they want to delete the current clip-art, if confirmed, it is unlinked from the current position. |
=== Price === | === Price === | ||
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*'''Price Group''': All the price groups listed in this version are listed here. | *'''Price Group''': All the price groups listed in this version are listed here. | ||
| - | *'''Price''': The price of the position assigned to the price group. More information regarding prices, positions and price groups can be found on the price groups main page. | + | *'''Unit Price''': The price of the position assigned to the price group. More information regarding prices, positions and price groups can be found on the price groups main page. |
*'''Currency''': The currency assigned to the price group. | *'''Currency''': The currency assigned to the price group. | ||
*'''Price Model''': The price model assigned to the price group. | *'''Price Model''': The price model assigned to the price group. | ||
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| - | The Short Description tab allows the user to enter text information regarding the position for all the languages currently in use. The user is limited to 80 characters when entering a short description for the position. | + | The Short Description tab allows the user to enter text information regarding the position for all the languages currently in use. The user is limited to 80 characters when entering a short description for the position. This text represents the name of the position. |
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| - | The Long Description tab allows the user to enter | + | The Long Description tab allows the user to enter a full description regarding the position for all the languages currently in use. The user is limited to 7,440 characters when entering a long description for the position. Unlike the Short Description, the long description has a text toolbar that includes basic formatting functionalities which is made available at the top of the table as soon as the user edits one of the fields. |
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=== Attributes === | === Attributes === | ||
| - | Attributes are fully customizable additional description parameters for positions. | + | '''[[Metis_Smart_Modeling_-_Attributes#Attributes|Attributes]]''' are fully customizable additional description parameters for positions. |
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{{Note | {{Note | ||
| - | | Please refer the | + | | Please refer the '''[[Metis_Smart_Modeling_-_Attributes#Attributes|Attributes]]''' section of the manual to learn how to set up Attributes in Metis Smart Modeling. |
}} | }} | ||
=== Hierarchies === | === Hierarchies === | ||
| - | Hierarchies can be looked at as catalog in which positions are classified and sorted. | + | '''[[Description_of_the_Menu_Hierarchies#Hierarchies|Hierarchies]]''' can be looked at as catalog in which positions are classified and sorted. |
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The table displaying this information is structured into the following 4 columns: | The table displaying this information is structured into the following 4 columns: | ||
| - | *'''Hierarchy''': | + | *'''Hierarchy''': name of the hierarchy in which this position appears. |
| - | *'''Section''': | + | *'''Section''': name of the section of the hierarchy in which this position appears. |
| - | *'''Subsection''': | + | *'''Subsection''': name of the subsection of the section in which this position appears. |
| - | *'''Visible''' : | + | *'''Visible''' : visibility of the position within the hierarchy, as set through the hierarchies menu of Metis Smart Quotes. |
=== Variants === | === Variants === | ||
| - | This tab from the position definition window is only displayed once a position has been created. It displays all the Variants to which the position has been linked. This view cannot be edited, it is differentiated from the other tabs with a padlock in the tab name. Linking positions to variants is done within the Variants sub-menu of Metis Smart Modeling. Please refer to this section for additional information. | + | This tab from the position definition window is only displayed once a position has been created. It displays all the '''[[Description_of_the_Sub-Menu_Variants|Variants]]''' to which the position has been linked. This view cannot be edited, it is differentiated from the other tabs with a padlock in the tab name. Linking positions to variants is done within the Variants sub-menu of Metis Smart Modeling. Please refer to this section for additional information. |
=== Creating a Position === | === Creating a Position === | ||
| - | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the user to | + | Before creating a new Position, the user/administrator should first check the version selected in the filter area. The new Position will be created in the select version. |
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| + | In the '''Positions''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Position. When it is clicked, the '''Position''' creation window opens, it allows to define all related information. | ||
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| - | + | Basically the only mandatory field throughout this description is the 'Order Number'. All the rest is optional, but of course it is strongly recommended to thoroughly describe a position in order for it to be used efficiently within Metis Smart Quotes when creating an offer or within Metis Smart Modeling for creating models. | |
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new ... can be saved by validating the '''...''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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}} | }} | ||
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| + | === Editing a Position === | ||
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| - | + | In the '''Positions''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Position . Selecting a Position and clicking on it opens the '''Position''' edition window where all related properties and information can be edited. As described above, only the Hierarchies and Variants tabs don't allow for modifications. | |
| - | [[File: | + | [[File:MSM_Positions_Positions_Edit.png|center|600x400px]] |
| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Position . Modifications applied to the selected Position will only be saved once the Position edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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| + | {{Note | ||
| + | | Positions that have a lock icon before them can only have their description edited for translation purposes, all other properties cannot be edited. | ||
| + | }} | ||
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| - | + | === Deleting a Position === | |
| - | + | In the '''Positions''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Position . Selecting one or more Positions and clicking on it displays the following confirmation window. | |
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| + | [[File:MSM_Positions_Positions_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected ... is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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=== Previewing a Position === | === Previewing a Position === | ||
| + | In the '''Positions''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Position . | ||
| - | + | Selecting a Position from the table/list and clicking on it opens the '''...''' preview window. | |
[[File:MSM_Positions_Positions_Preview.png|center|600x400px]] | [[File:MSM_Positions_Positions_Preview.png|center|600x400px]] | ||
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| + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Position . | ||
{{Note | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
}} | }} | ||
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When selecting a position and clicking on the "Currently used by" button [[File:MetisSmartModelingCurrentlyUsedByButton.PNG|link=]], the '''Currently used by''' window opens. This window contains five different tables which display the following information: | When selecting a position and clicking on the "Currently used by" button [[File:MetisSmartModelingCurrentlyUsedByButton.PNG|link=]], the '''Currently used by''' window opens. This window contains five different tables which display the following information: | ||
| - | * '''Rule ID''' : Display the list of the all the Rules in which the position is used as either an input, an output or an add-on. Please refer to the Rules section for additional information. | + | * '''Rule ID''' : Display the list of the all the Rules in which the position is used as either an input, an output or an add-on. Please refer to the '''[[Metis_Smart_Modeling_-_Rules|Rules]]''' section for additional information. |
| - | * '''Group of Rules''' : Displays the list of all Group of Rules in which the Rules displayed in the previous table are used. Please refer to the Group of Rules section for additional information. | + | * '''Group of Rules''' : Displays the list of all Group of Rules in which the Rules displayed in the previous table are used. Please refer to the '''[[Metis_Smart_Modeling_-_Group_of_Rules|Group of Rules]]''' section for additional information. |
| - | * '''Mask''' : Displays the list of all masks in which the position is linked to any type of field. Please refer to the Masks section for additional information. | + | * '''Mask''' : Displays the list of all masks in which the position is linked to any type of field. Please refer to the '''[[Metis_Smart_Modeling_-_Masks|Masks]]''' section for additional information. |
| - | * '''Model''' : Displays the list of all models to which either the listed Group of Rules and/or Masks are linked to. Please refer to the Models section for additional information. | + | * '''Model''' : Displays the list of all models to which either the listed Group of Rules and/or Masks are linked to. Please refer to the '''[[Metis_Smart_Modeling_-_Models|Models]]''' section for additional information. |
| - | * '''System''' : Displays the list of all systems to which the previously listed models are linked to. Please refer to the Systems section for additional information. | + | * '''System''' : Displays the list of all systems to which the previously listed models are linked to. Please refer to the '''[[Metis_Smart_Modeling_-_Systems#Systems|Systems]]''' section for additional information. |