Description of the Menu Prices
From Metis Documentation
(→Price Types) |
(→Currencies) |
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== Currencies == | == Currencies == | ||
| - | + | The Currencies sub-menu allows the user to create any currency they would like. The user can either create new currencies or select already existing currencies from the drop-down list to define a new exchange rate. The exchange rate between the two currencies however, must be defined by the user. | |
| + | 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. | ||
| + | However, if users specify the EUR/USD exchange rate, Metis Smart Modeling will automatically calculate the reverse exchange rate (USD/EUR). Therefore, it will not be necessary to also specify the USD/EUR rate separately. | ||
| + | The defined exchange rates allow Metis Smart Modeling to always calculate the right price in various currencies. The end user can still select which type of currency should appear in the proposal. | ||
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| + | Existing currencies are listed in the table along with their exchange rates. Currencies can be set in several different places in both Smart Quotes and Smart Modeling. | ||
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| + | All positions in Metis must have a currency defined. To edit the currency of an existing position, open Smart Modeling and go to the positions sub-menu. Select a position and click on the edit button. Now, on the price tab, the price groups are listed and a currency column is found in the table. | ||
| + | Here the user can set the currency for the position for all of the price groups the position is part of. Clicking on the currency cell for a position will open a drop-down list of existing currencies where the user can select the desired one. The position can have a different currency for each price group. | ||
| + | [screenshot of the add & edit position window with the currency field highlighted.] | ||
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| + | Currencies for the positions can also be changed through the Price Groups sub-menu as well. When adding or editing a price group, the list of positions in that price group is displayed with a currency column. | ||
| + | Clicking on the currency cell for a position will open a drop-down list of existing currencies where the user can select the desired one. Each position currency can be changed independently of other positions in that price group. | ||
| + | [screenshot of changing currency in the price groups sub-menu] | ||
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| + | {{Note | ||
| + | | When changing the currency of a position, the position must have a value. | ||
| + | }} | ||
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| + | The currency can also be set for an offer. In Smart Quotes, when creating a new or editing an existing offer, one of the fields in the offer window is currency. Clicking on the drop-down icon lists all the existing currencies from which the user can choose from. | ||
| + | After changing the currency, a warning message will appear at the bottom of the window indicating that for the changes to take place, you must first click on the Price tab in Smart Quotes. | ||
| + | [screenshot of the add offer and edit offer windows with the currency field highlight with the drop-down list opened as well] | ||
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| + | {{Note | ||
| + | | Currencies are version specific. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | It is necessary that there exists at least one currency. In cases where there is only one existing currency, it should be entered in the following format 1 EUR = 1 EUR. | ||
| + | }} | ||
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| + | ****DONE****{IBN: specify where in MSM & MSQ the Currencies are then available (e.g. positions menu, New / Edit offer window, etc.) + screenshots} | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for currencies contains the following search criteria: | ||
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| + | *Currency From: Any currency found in the currency from column can be chosen | ||
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| + | *Currency To: Any currency found in the currency to column can be chosen | ||
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| + | When the user is ready, the '''Search''' can be launched with the results appearing in the section below. After the search results have been found, selecting a currency will highlight that currency in the main table where the user can then see the exchange rate. | ||
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| + | {IBN: select a currency from the search result table to select and see the exchange rates in the main table} | ||
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=== Creating a Currency === | === Creating a Currency === | ||
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| + | When clicking on the add button, the '''Price Currency''' window opens. | ||
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| + | The following fields are displayed and must be completed for a currency to be created: | ||
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| + | *Currency From: A new currency must be created or an existing currency must be selected with a character limit of 5. ****DONE****{IBN: max number of characters is 5} | ||
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| + | *Exchange Rate: The exchange rate between the two currencies must be defined with a limit of 6 decimal digits. Metis does not generate the exchange rates, the user must use external resources to find the exchange rate. {IBN: limitation of 6 decimal digits}. | ||
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| + | *Currency To: A new currency must be created or an existing currency must be selected with a character limit of 5. ****DONE****{IBN: max number of characters is 5} | ||
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=== Modifying a Currency === | === Modifying a Currency === | ||
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| + | The '''Edit''' button allows the user to see and modify the properties of the selected currency. | ||
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| + | Selecting a currency and clicking on the '''Edit''' button opens the '''Price Currency''' window. The currency from, exchange rate and currency fields are all editable. | ||
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| + | [screenshot of the edit currency window] | ||
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=== Deleting a Currency === | === Deleting a Currency === | ||
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| + | The '''Delete''' button allows the user to delete an existing currency. Multiple currencies may be selected and deleted together. When deleting a currency, the following pop-up window appears: | ||
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| + | [Screen shots of the delete currency window] | ||
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| + | The user must confirm the message before the currency can be deleted. | ||