Description of the Menu Positions
From Metis Documentation
(→Quantity Units) |
(→Cost Groups) |
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== Cost Groups == | == Cost Groups == | ||
| - | + | Cost groups are used as a means of grouping similar positions together which can later be implemented when calculating statistics; in other words, a means of viewing specific positions in a defined way. These cost groups can for example picture internal cost centers in order for a classification of positions to be done. Metis Smart Quotes will then display the content of any offer based on the defined Cost Groups. If position included in an offer are not linked to any Cost Groups they will appear in an unknown group. | |
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=== Creating a Cost Group === | === Creating a Cost Group === | ||
| - | + | In the '''Cost Groups''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Cost Group. When it is clicked, the '''Cost Group''' creation window opens, it allows to define all related information. | |
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| + | [[File:MSM_Positions_Cost_Groups_Add.png|center]] | ||
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*'''Cost Group name''': The name set for the cost group. | *'''Cost Group name''': The name set for the cost group. | ||
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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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| - | + | === Editing a Cost Group === | |
| - | + | In the '''Cost Groups''' 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 Cost Group. Selecting a Cost Group and clicking on it opens the '''Cost Group''' edition window where all related properties and information can be edited. | |
| - | [[File: | + | [[File:MSM_Positions_Cost_Groups_Edit.png|center]] |
| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Cost Group. Modifications applied to the selected Cost Group will only be saved once the Cost Group 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. | |
{{Note | {{Note | ||
| - | | Cost groups created in a parent version cannot be | + | | Cost groups created in a parent version cannot be edited when logged-in to a child version. |
}} | }} | ||
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| + | === Deleting a Cost Group === | ||
| - | = | + | In the '''Cost Groups''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Cost Group. Selecting a Cost Group [one or more ...] and clicking on it displays the following confirmation window. |
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| + | [[File:MSM_Positions_Cost_Groups_Delete.png|center]] | ||
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| - | + | Once the warning is confirmed, the selected Cost Group is removed from Metis Smart Suite and deleted from the Metis Database. | |
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{{Note | {{Note | ||
| - | | Cost groups created in a parent version cannot be | + | | Cost groups created in a parent version cannot be deleted when logged-in to a child version. |
}} | }} | ||
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| + | {{Warning | ||
| + | | When deleting a Cost groups all the positions which are linked to it loose this link. | ||
| + | }} | ||
== Variants == | == Variants == | ||