Description of the Menu Prices
From Metis Documentation
(→Price Groups) |
(→Currencies) |
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== Price Categories == | == Price Categories == | ||
| - | Prices for certain products or services may vary depending on the customer. Price categories make sure that this is carried out in Metis Smart Quotes by letting the user define specific price groups for each price category they would like to create. This means that price categories can be used to define a different price for each type of business such as subcontractors for example, who can be offered different prices than | + | Prices for certain products or services may vary depending on the customer. Price categories make sure that this is carried out in Metis Smart Quotes by letting the user define specific price groups for each price category they would like to create. This means that price categories can be used to define a different price for each type of business such as subcontractors for example, who can be offered different prices than direct salespeople. |
| - | Moreover, price categories are used when importing price conditions from SAP systems or other third party data sources) to allow multiple prices for each product. In the Price Categories sub-menu are all the existing price categories listed and organized in the table below by their description and category type. | + | Moreover, price categories are used when importing price conditions from SAP systems or other third party data sources) to allow multiple prices for each product. In the Price Categories sub-menu are all the existing price categories listed and organized in the table below by their description and category type. Price categories can be used in several different places in both Metis Smart Modeling and Smart Quotes. |
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| - | Price categories can be used in several different places in both Metis Smart Modeling and Smart Quotes. | + | |
In Smart Quotes, in the Project menu, when either adding or editing an existing offer, a price category field is found on the right side of the window under the General section. This field allows the user to set the price category that will be used for that specific offer. To do so, the user must click on the drop-down list icon for the Price Category field. The drop-down list will open with all the existing price categories made visible to the user. | In Smart Quotes, in the Project menu, when either adding or editing an existing offer, a price category field is found on the right side of the window under the General section. This field allows the user to set the price category that will be used for that specific offer. To do so, the user must click on the drop-down list icon for the Price Category field. The drop-down list will open with all the existing price categories made visible to the user. | ||
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Also in Smart Quotes, the user may define a default Price Category for themselves. To do so, the user must click on the Setup top button, then User Data, and go to the Parameters tab. Then, clicking on the icon in the Price Category field opens a drop down with all the existing price categories. | Also in Smart Quotes, the user may define a default Price Category for themselves. To do so, the user must click on the Setup top button, then User Data, and go to the Parameters tab. Then, clicking on the icon in the Price Category field opens a drop down with all the existing price categories. | ||
| - | In Smart Modeling the administrator may set the Price Category in several different cases. | + | In Smart Modeling the administrator may set the Price Category in several different cases. In the Profiles menu, then in the '''[[Description_of_the_Sub-Menu_Price_categories|Price Categories]]''' sub-menu, when adding a new or editing an existing profile the administrator may choose from the list of all existing price categories which to authorize for that particular profile. Price categories with a lock icon before them indicate that they were created in the parent version. |
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| - | In the Profiles menu, then in the Price Categories sub-menu, when adding a new or editing an existing profile the administrator may choose from the list of all existing price categories which to authorize for that particular profile. Price categories with a lock icon before them indicate that they were created in the parent version. | + | |
Also in the Profiles menu, then in the Functionalities sub-menu, the administrator may set the default price category for a certain profile. To do so, either create a new or edit an existing profile. On the rights tab go to the section titled Setup and expand it. The last field named Default Price Category allows the administrator to set the default price category for that profile. By double clicking in the value cell a list of price categories will appear. In the cell to the right of the value, the user has the option to make the right invisible or read only as well. | Also in the Profiles menu, then in the Functionalities sub-menu, the administrator may set the default price category for a certain profile. To do so, either create a new or edit an existing profile. On the rights tab go to the section titled Setup and expand it. The last field named Default Price Category allows the administrator to set the default price category for that profile. By double clicking in the value cell a list of price categories will appear. In the cell to the right of the value, the user has the option to make the right invisible or read only as well. | ||
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{{Note | {{Note | ||
| - | | If a user sets a default price category in Smart Quotes themselves, it will take priority over the default price category set by the administrator in Smart Modeling. | + | | If a user sets a default price category in Metis Smart Quotes themselves, it will take priority over the default price category set by the administrator in Metis Smart Modeling. |
}} | }} | ||
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| - | On the left-hand side of the window, a '''Search''' feature is found. The | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Price Categories 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. Selecting a line from the result list will automatically select the corresponding entry in the main table. |
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| + | === Creating a Price Category === | ||
| - | + | Before creating a new Price Categories, the user/administrator should first check the version selected in the filter area. The new Price Category will be created in the select version. | |
| + | In the '''Price Category''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new Price Category. When it is clicked, the '''Price Category''' creation window opens, it allows to define all related information. The user must first enter a name into the '''Price Category Name''' field and then pick a '''Price Category Type''' from the drop-down list. From the '''Price Category Type''' drop-down list, the following two types can be selected: | ||
| - | + | *'''Normal''': Nothing has been changed for this price category. | |
| + | *'''Global Sales Price''': The Cost price is calculated by the GSP Discount value. This means that the Sales price is multiplied by the percentage GSP discount to give the new cost price. | ||
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| - | + | [[File:MSM-Profiles-Prices-Categories-Add.png|center|600x400px]] | |
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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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| - | [[File: | + | Once all related mandatory and optional information have been set, the new Price Category can be saved by validating the '''Price Category''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
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| + | === Modifying a Price Category === | ||
| - | + | In the '''Price Categories''' 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 Price Category. Selecting a Price Category and clicking on it opens the '''Price Category''' edition window where all related properties and information can be edited. The user may then edit the price category name, type, description as well as the price groups associated with each price type. | |
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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 Price Category. Modifications applied to the selected Price Category will only be saved once the Price Category 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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| - | === Deleting a Price | + | === Deleting a Price Category === |
| - | + | In the '''Price Categories''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table/list allows the user/administrator to delete the selected Price Category. Selecting one or more Price Categories and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Price Category is removed from Metis Smart Suite and deleted from the Metis Database. | |
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=== Previewing a Price Category === | === Previewing a Price Category === | ||
| - | + | In the '''Price Categories''' 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 Price Category. | |
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| + | Selecting a Price Category from the table and clicking on it opens the '''Price Category''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Category. | ||
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{{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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Price factors are used when either the Sales or Cost price needs to be augmented by a certain factor. Meaning that if the Sales price needs to be increased by a certain percentage, the user can define the appropriate price factor by creating a new price factor using the add button. | Price factors are used when either the Sales or Cost price needs to be augmented by a certain factor. Meaning that if the Sales price needs to be increased by a certain percentage, the user can define the appropriate price factor by creating a new price factor using the add button. | ||
| - | + | Price Factors can be seen as default discounts (- or +) to be applied on an offer. Ideally, this function would be used without any additional discounting possibilities. | |
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| - | === Creating a Price | + | === Creating a Price Factor === |
| - | + | In the '''Price Factors''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Price Factor. When it is clicked, the '''Price Factor''' creation window opens, it allows to define all related information. | |
*'''Sales Price Factor (%)''': a percentage multiplier used on the sales price | *'''Sales Price Factor (%)''': a percentage multiplier used on the sales price | ||
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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 Price Factor can be saved by validating the '''Price Factor''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| - | === Modifying a Price | + | === Modifying a Price Factor === |
| - | + | In the '''Price Factor''' 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 Price Factor. Selecting a Price Factor and clicking on it opens the '''Price Factor''' edition window where all related properties and information can be edited. The sales price factor (%), the cost price factor (%), the code and the description are all editable. | |
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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 Price Factor. Modifications applied to the selected Price Factor will only be saved once the Price Factor edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
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| - | + | === Deleting a Price Factor === | |
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| + | In the '''Price Factor''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Price Factor. Selecting one or more Price Factor and clicking on it displays the following confirmation window. | ||
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| - | + | Once the warning is confirmed, the selected Price Factor is removed from Metis Smart Suite and deleted from the Metis Database. | |
== Customer Prices == | == Customer Prices == | ||
| - | In some cases the prices listed in an offer need to be automatically adapted based on the customer the offer is intended for. For example, based on an agreement with it, he gets an overall 3% discount on every purchase he makes, or | + | In some cases the prices listed in an offer need to be automatically adapted based on the customer the offer is intended for. For example, based on an agreement with it, he gets an overall 3% discount on every purchase he makes, or he could be eligible for a 5% discount on a specific list of positions or services. |
To support such cases, Metis Smart Suite allows to define Customer Prices. The corresponding menu in Metis Smart Modeling allows the administrator to defines those special conditions. When defining a Customer price, the user has the possibility to specify both cases described above. | To support such cases, Metis Smart Suite allows to define Customer Prices. The corresponding menu in Metis Smart Modeling allows the administrator to defines those special conditions. When defining a Customer price, the user has the possibility to specify both cases described above. | ||
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| - | + | [[File:MSM_Prices_Customer_Prices.png|center|600x400px]] | |
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| - | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Customer Price 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. | |
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=== Creating a Customer Price === | === Creating a Customer Price === | ||
| - | + | In the '''Customer Prices''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Customer Price. When it is clicked, the '''Customer Price''' creation window opens, it allows to define all related information. | |
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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 Customer Price can be saved by validating the '''Customer Price''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Customer Price === | === Modifying a Customer Price === | ||
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| + | In the '''Customer Prices''' 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 Customer Price. Selecting a Customer Price and clicking on it opens the '''Customer Price''' edition window where all related properties and information can be edited. | ||
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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 Customer Price. Modifications applied to the selected Customer Price will only be saved once the Customer Price edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | ||
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=== Deleting a Customer Price === | === Deleting a Customer Price === | ||
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| + | In the '''Customer Prices''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Customer Price. Selecting one or more Customer Price and clicking on it displays the following confirmation window. | ||
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| + | Once the warning is confirmed, the selected Customer Price is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | === Previewing a Customer Price === | ||
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| + | In the '''Customer Price''' 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 Customer Price. Selecting a Customer Price from the table and clicking on it opens the '''Customer Price''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Customer Price. | ||
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| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||
== Price Types == | == Price Types == | ||
| - | Price | + | Price Types are defined as the different possible variations of prices that can be encountered when creating an offer or placing an order; for example: the '''Sales Price''' and '''Cost Price'''. The three main price types '''Sales Price''', '''Cost Price''' and '''Transfer Price''' found in the Price Types sub-menu are all default price types and cannot be modified or deleted. But from this sub-menu, the User has the possibility to define additional ones based on the business' needs and requirements. |
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=== Creating a Price Type === | === Creating a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Price Type. When it is clicked, the '''Price Type''' creation window opens, it allows to define all related information. The user must enter a name for the price type in the '''Price Type Name''' field having 50 or less characters. | |
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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 Price Type can be saved by validating the '''Price Type''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Price Type === | === Modifying a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Price Type. Selecting a Price Type and clicking on it opens the '''Price Type''' edition window where all related properties and information can be edited. | |
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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 Price Type. Modifications applied to the selected Price Type will only be saved once the Price Type edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the 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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[[File:MSM-Prices--Price-Types-Edit.png|center]] | [[File:MSM-Prices--Price-Types-Edit.png|center]] | ||
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=== Deleting a Price Type === | === Deleting a Price Type === | ||
| - | + | In the '''Price Types''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Price Type. Selecting one or more Price Type and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Price Type is removed from Metis Smart Suite and deleted from the Metis Database. | |
== Currencies == | == Currencies == | ||
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| - | Defining cascading exchange rates will not enable Metis to calculate the exchange rate between the first and the last currency. For example, if users specify the CHF/EUR and the EUR/RUB exchange rates, Metis Smart Modeling will not automatically calculate the CHF/RUB rate based on the first two rates alone. Therefore, if users wish to have the CHF/RUB, it has to be entered separately in the list of exchange rates. | + | {{Warning |
| + | | Defining cascading exchange rates will not enable Metis to calculate the exchange rate between the first and the last currency. For example, if users specify the CHF/EUR and the EUR/RUB exchange rates, Metis Smart Modeling will not automatically calculate the CHF/RUB rate based on the first two rates alone. Therefore, if users wish to have the CHF/RUB, it has to be entered separately in the list of exchange rates. | ||
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{{Note | {{Note | ||
| - | | Currencies are | + | | Currencies and the exchange rates defined within a Version are specific to that version. |
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| + | {{Note | ||
| + | | Exchange rate displayed in grey indicate automatic conversion of a defined exchange rate (the opposite rate). They can be modified! | ||
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{{Note | {{Note | ||
| - | | It is | + | | It is to have at least one currency is defined in Metis Smart Modeling. In cases where there is only one existing currency, it should be entered in the following format 1 EUR is 1 EUR. |
}} | }} | ||
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=== Creating a Currency === | === Creating a Currency === | ||
| - | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] to | + | Before creating a new Currency, the user/administrator should first check the version selected in the filter area. The new Currency will be created in the select version. |
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| + | In the '''Currency''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Currency. When it is clicked, the '''Currency''' creation window opens, it allows to define all related information. | ||
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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 Currency can be saved by validating the '''Currency''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| - | + | In the '''Currencies''' 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 Currency. Selecting an exchange rate and clicking on the '''Edit''' button opens the '''Price Currency''' window, which is an editable version of the main currency window. The only information which can be changed are the exchange rates previously defined . | |
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[[File:MSM-Prices-Currencies-Edit.png|center|600x400px]] | [[File:MSM-Prices-Currencies-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 Currency. Modifications applied to the selected Currency will only be saved once the Currency 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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=== Deleting a Currency === | === Deleting a Currency === | ||
| - | + | In the '''Currencies''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Currency. Selecting a Currency and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Currency is removed from Metis Smart Suite and deleted from the Metis Database along with all the exchange rates defined for it. | |