Description of the Sub-Menu Status and Reasons
From Metis Documentation
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| - | In this menu, statuses | + | In this menu, statuses for offers and systems together with the reason behind those statuses can be defined for Metis Smart Suite. The user must first define the phase of the offer or system, being either in the offering or ordering phase. Those phases are defined by the application and are the ground elements for defining Statues and Reasons as they not only relate to parts of the project in Metis Smart Quotes, but also set the milestones for the offering process. Thus the information selected by the End-User in Metis Smart Quotes for those objects can then be used in Metis Smart Monitoring. |
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| + | [[File:MSM-Data-Management-SnR.png|center|600x400px]] | ||
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== Phases == | == Phases == | ||
| - | Statuses and reasons can be created for all four stages of the sales process, meaning that there are different statuses and reasons for each of the four stages: | + | Statuses and reasons can be created for all four stages of the sales process defined in Metis Smart Suite, meaning that there are different statuses and reasons for each of the four stages: |
| - | *Offer status in the offering phase of the proposal (e.g. “In negotiation”) | + | *'''Offer status in the offering phase''' of the proposal (e.g. “In negotiation”) |
| - | *Offer status in the ordering phase of the proposal (e.g. “Won”) | + | *'''Offer status in the ordering phase''' of the proposal (e.g. “Won”) |
| - | *System status in the offering phase of the proposal (e.g. “Available”) | + | *'''System status in the offering phase''' of the proposal (e.g. “Available”) |
| - | *System status in the ordering phase of the proposal (e.g. “ Out of stock”) | + | *'''System status in the ordering phase''' of the proposal (e.g. “ Out of stock”) |
| - | The statuses above are just examples, users can create statuses to whatever best fits their needs. Statuses are by no means absolute, they can be changed at any time to reflect the current state of the sales process. A reason can then be created to complement a status, giving an explanation | + | |
| + | The statuses above are just examples, users can create statuses to whatever best fits their needs. Statuses are by no means absolute, they can be changed at any time to reflect the current state of the sales process. A reason can then be created to complement a status, giving an explanation as to why exactly that offer or system has that particular status. | ||
For example, a reason can be linked to an offer to indicate why the offer has been won. The reasons in the drop-down menu depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc. | For example, a reason can be linked to an offer to indicate why the offer has been won. The reasons in the drop-down menu depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc. | ||
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| + | [[File:MSM-Data-Management-SnR-Phases.png|center]] | ||
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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 Statuses and Reasons 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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| + | {{Warning | ||
| + | | As phases are closely linked to the program, the administrator cannot add any and cannot make chances to existing ones. | ||
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| + | When selecting a phase in the left-hand side list, the application will automatically display all statuses linked to it in the middle table. It contains 4 four columns which hold the following information: | ||
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| + | * '''Padlock''' : a padlock is displayed for statuses which have been provided from a parent version and which can neither be edited nor deleted. | ||
| + | * '''Status''' : holds the designation of the various statuses. | ||
| + | * '''Default''' : Only one status will hold the check showing that it is the default status for this phase. | ||
| + | * '''Image''' : Displays a thumbnail of the image picturing the status. When either status is used in MSQ, the application will use this image to display the status on the main screen of the application. | ||
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| + | [[File:MSM-Data-Mamagement-Snr-1.png|center]] | ||
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| + | When selecting a status from the table, the application will automatically display all reasons linked to it in the right-hand side table. It contains three columns which hold the following information: | ||
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| + | * '''Padlock''' : a padlock is displayed for reasons which have been provided from a parent version and which can neither be edited nor deleted. | ||
| + | * '''Reason''' : holds the designation of the various reasons. | ||
| + | * '''Default''' : only one reason will hold the check showing that it is the default reasons for this status. | ||
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| + | [[File:MSM-Data-Management-Snr-2.png|center]] | ||
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| + | {{Note | ||
| + | | As shown in the screenshots above, both objects hold the same functions for edition. | ||
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| + | {{Note | ||
| + | | The default check-box is only editable from the status or reason properties window. | ||
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| + | {{Note | ||
| + | | There is no requirement of having a default value for either objects. | ||
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| + | == Creating a Status or a Reason == | ||
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| + | In the '''Status and Reasons''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the corresponding table allows the user/administrator to create a new Status or a Reason. When it is clicked, the corresponding creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM-Data-Management-SnR-Add.png|center|600x400px]] | ||
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| + | The following properties must be provided when adding a new status: | ||
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| + | *'''Icon''' : A picture can be selected from the cliparts menu by clicking on the blue square in the middle of the window | ||
| + | *'''Default''': The user has the option to make the new status the default option by ticking the default check-box. | ||
| + | *'''Description''': The status can be named for each of the available languages. | ||
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| + | [[File:MSM-Data-Management-SnR-Add1.png|center|600x400px]] | ||
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| + | The following properties must be provided when adding a new reason: | ||
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| + | *'''Default''': The user has the option to make the new reason the default option by ticking the default check-box. | ||
| + | *'''Description''': The reason can be named for each of the available languages. | ||
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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 Status or a Reason can be saved by validating the creation window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| + | == Modifying a Status or a Reason == | ||
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| + | In the '''Status and Reason''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the corresponding table allows the user/administrator to apply modifications to all properties related to the selected Status or a Reason. Selecting a Status or a Reason and clicking on it opens the corresponding edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM-Data-Management-SnR-Edit.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 Status or a Reason. Modifications applied to the selected Status or a Reasonwill only be saved once the edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the tables 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 | ||
| + | | A padlock is displayed in the leftmost column of table showing all translation for a status or a reason when that translation is locked from a parent version. | ||
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| + | {{Note | ||
| + | | For statuses and reasons showing a padlock in the main screen, the only part which can be modified is the "Default" setting. | ||
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| + | == Deleting a Status or a Reason == | ||
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| + | In the '''Status and Reason''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main tables allows the user/administrator to delete the selected Status or a Reason. Selecting a Status or a Reason and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM-Data-Management-SnR-Del0.png|center]] | ||
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| + | Once the warning is confirmed, the selected Status or a Reason is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | {{Note | ||
| + | | The administrator can select multiple statuses or reasons for deletion. If one or more of the selected objects are protected, a warning window will be displayed and let the user validate the deletion of all the others. | ||
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| + | [[File:MSM-Data-Management-SnR-Del1.png|center]] | ||
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| + | }} | ||
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| + | == Previewing a Status or a Reason == | ||
| + | In the '''Status and Reasons''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main tables allows the user/administrator to see all properties and information related to the selected Status or a Reason. | ||
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| - | + | [[File:MSM-Data-Management-SnR-Preview.png|center|600x400px]] | |
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| - | + | Selecting a Status or a Reason from the tables and clicking on it opens the corresponding preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Status or a Reason. | |