Description of the Menu Versions Versions
From Metis Documentation
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A lock icon may be found preceding any of these types of versions. The lock icon signifies that the version was not created in the version currently logged-in, but in another version or by an automated system. | A lock icon may be found preceding any of these types of versions. The lock icon signifies that the version was not created in the version currently logged-in, but in another version or by an automated system. | ||
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| + | [[MSM_Versions_Versions.png|center|600x400px]] | ||
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===Search=== | ===Search=== | ||
| - | On the left-hand side of the window, | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Versions based on various criterions. 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 disaplyed 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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===Add=== | ===Add=== | ||
| - | + | In the '''Versions''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Version. When it is clicked, the '''Version''' creation window opens, it contains two different type of information. The first tab '''Version''' shows a table separated into several expandable sections with two columns, '''Designation''' which represents the type of field and '''Value''' which represents the data entered into that field. All those fields provides the detailed description of a version. Only the ones with the edit icon on the right-hand side of the table can be defined by the user. The other ones are either inheritance from the parent version or imported through a third-party system. | |
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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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* Second ID to display : Secondary ID for he version. | * Second ID to display : Secondary ID for he version. | ||
* Default currency : set the default currency to used for all offers created within this version. | * Default currency : set the default currency to used for all offers created within this version. | ||
| - | * Role for client condition : | + | * Role for client condition : Role which specifies which Address is taken to apply '''[[Description_of_the_Menu_Prices#Customer_Prices|Customer Prices]]'''. |
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* Country: Country where the customer is located. A drop-down list of available countries can provided for selection (see Data Management). | * Country: Country where the customer is located. A drop-down list of available countries can provided for selection (see Data Management). | ||
* State: State in the country where the customer is located. A drop-down list of states can be provided for selection (see Data Management). | * State: State in the country where the customer is located. A drop-down list of states can be provided for selection (see Data Management). | ||
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'''''Directories''''' | '''''Directories''''' | ||
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* Order: link to a folder used for saving XML and SES files. | * Order: link to a folder used for saving XML and SES files. | ||
* Libraries: link to a folder used for software libraries. | * Libraries: link to a folder used for software libraries. | ||
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'''Profiles''' | '''Profiles''' | ||
| - | Profiles are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited. | + | '''[[Description of the Menu Profiles | Profiles]]''' are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited. |
| - | However, additional profiles can be given to these versions in the section '''From parent'''. The ''' | + | However, additional profiles can be given to these versions in the section '''From parent'''. The '''Form parent''' section is only visible for these automatically created versions. To the right of the edit icon column is another column that has an eye for an icon. |
Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile. | Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile. | ||
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| + | [[File:MSM_Versions_Versions_add_profiles.png|center|600x400px]] | ||
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}} | }} | ||
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===Edit=== | ===Edit=== | ||
| - | + | In the '''Versions''' 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 Version. Selecting a version and clicking on it opens the '''Version''' 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 Version. Modifications applied to the selected version will only be saved once the version 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. | ||
[[File:MSM_Versions_Versions_Edit_Version.png|center|600x400px]] | [[File:MSM_Versions_Versions_Edit_Version.png|center|600x400px]] | ||
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===Delete=== | ===Delete=== | ||
| - | + | In the '''Version''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Version. Selecting a version and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected ... is removed from Metis Smart Suite and deleted from the Metis Database. | |
{{Note | {{Note | ||
| - | | It is not possible to delete a version unless logged-in to the version that created it. | + | | It is not possible to delete a version unless logged-in to the version that created it. |
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| + | [[File:MSM_Versions_Versions_delete.png|center]] | ||
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| + | }} | ||
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===Preview=== | ===Preview=== | ||
| - | + | In the '''Versions''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected version. Selecting a version from the list and clicking on it opens the '''Version''' preview window. | |
[[File:MSM_Versions_Versions_Preview_profile.png|center|600x400px]] | [[File:MSM_Versions_Versions_Preview_profile.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 ... . | ||
{{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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=== Version without Administrator === | === Version without Administrator === | ||
| - | As stated in the name, version without administrator is Metis Smart Suite Version which doesn't include an administrator. This type of version is mainly used when no direct maintenance is required on the version level or when it is simply not wished to let the version be maintained individually. | + | As stated in the name, version without administrator is a Metis Smart Suite Version which doesn't include an administrator. This type of version is mainly used when no direct maintenance is required on the version level or when it is simply not wished to let the version be maintained individually. |
A version without administrator is always created and maintained by its parent version. | A version without administrator is always created and maintained by its parent version. | ||