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Description of the Menu Project - Metis Documentation

Description of the Menu Project

From Metis Documentation

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(Video Cover)
(Update of contents)
 
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The project is the top-most level. A project can contain one or several offers. An offer can contain one or more system(s). A system can contain one more sub-system. For each various levels, a company and a contact person can be defined.
+
The project is the top-most level. A project can contain one or several offers. An offer can contain one or more system(s). A system can contain one or more sub-system(s). For each various levels, a company and a contact person can be defined.
-
Various icons help to identify a project, an offer, a system etc. The following table lists these icons:
+
Various icons allow the Smart Quotes user to identify a project, an offer, a system etc. The following table lists these icons:
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{| class="wikitable centre" width="25%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;"
 
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|-
 
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! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icons
 
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! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description
 
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|-
 
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| width="30%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" |
 
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[[File:MetisSmartQuotesProjectIcon.png]]
 
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| width="70%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" |
 
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Project
 
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|-
 
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| width="30%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" |
 
-
 
-
| width="70%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" |
 
-
 
-
|-
 
-
|}
 
{| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
{| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
!style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon
!style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon
!style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description
!style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description
|-
|-
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|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesProjectIcon.png]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesProjectIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Project
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Project
|-
|-
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|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesRoleIcon.png|28x28px]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesRoleIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Role
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Role
|-
|-
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|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesCompanyIcon.png]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesMainCompanyIcon.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Main Company (or Main Address)
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesCompanyIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Company (or Address)
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Company (or Address)
|-
|-
-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesContactIcon.png]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesContactIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Contact
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Contact
|-
|-
-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:OfferIcon.png]]
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|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:OfferIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Active Offer
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Active Offer
|-
|-
-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesInactiveOfferIcon.png|28x28px]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOfferInactiveIcon.PNG|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Inactive Offer
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Inactive Offer
|-
|-
-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOrderedOfferIcon.png]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOrderedOfferIcon.png|16x16px]]
-
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Locked / Ordered Offer
+
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Locked Offer
|-
|-
-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:SystemIcon.png]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOrderedOfferIcon2.png|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Ordered Offer
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:SystemIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | System
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | System
|-
|-
-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSubSystemIcon.png]]
+
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOrderedSystemIcon.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Ordered System
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesDeletedSystem.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Deleted System
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOfferUnauthorisedSystem.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Inactive or Unauthorised System
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSystemInExpertMode.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" |  System in Expert Mode
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSubSystemIcon.png|16x16px]]
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Sub-system
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Sub-system
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesOrderedSubSystemIcon.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Ordered Sub-system
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesDeletedSubystem.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Deleted Sub-system
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesUnauthorizedSubSystem.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Inactive or Unauthorised Sub-system
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesInvalidSubSystemIcon.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Sub-system no longer valid (the sub-sytem can no longer be linked with the system or the maximum quantity of sub-system has been exceeded)
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSubsystemExpertInMode.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" |  Sub-system in Expert Mode
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesGroupOfSystems.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Group of systems
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesUnauthorizedGroupOfSystems.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Inactive or empty group of systems
 +
|-
 +
|style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | [[File:MetisSmartQuotesDeletedGroupOfSystem.PNG|16x16px]]
 +
|style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | Deleted group of systems
|}
|}
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[Screenshot of the Project menu + 1 project / offer / system / subsystem selected + addresses and contacts at each level]
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[[File:MetisSmartQuotesProjectMenu.PNG|center|850x750px]]
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Depending on the context (item selected, offer order, offer locked etc.), some of these buttons might be inactive. Each button is described in separate sections below.
+
Depending upon the context (item selected, offer locked, offer ordered, etc.), some of these buttons may be inactive or invisible. Each button is described in separate sections below.
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The table lists the contents of the project. The table contains the following columns:
+
The table lists the contents of the project table. The table contains the following columns:
-
* Offer No which displays the offer number (the one automatically generated by Metis)
+
* Offer No: it displays the offer(s) number (the one automatically generated by Metis)
-
* Description which displays the contents of the project (project name, offer(s), system(s), sub-system(s), companies and contacts)
+
* Description: it displays the contents of the project (project name, offer(s), system(s), sub-system(s), companies and contact persons)
-
* Quantity which displays the quantity of each sub-system !!! to check !!!
+
* Date: it displays the project and offer creation date as well as the date when a system or a sub-system has been added
-
* Date which displays the project and offer creation date as well as the date when a system or a sub-system has been added
+
* Amount: it displays the total amount at the offer level only. The total amount takes into account the taxes (if applicable).
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* Amount which displays the total amount at the sub-system, system and offer levels (there is no amount at the project level)
+
* Currency: it displays the offer currency (next to the offer total amount).
-
* Status which displays an icon representing the status of the offer, the system and the sub-system (the displayed icon depends on the administrator settings and of the Smart Quotes user selection in the '''Status''' field of the properties of the offer, the system and of the sub-system)
+
* Status: it displays an icon representing the status of the offer, the system and the sub-system (the displayed icon depends on the administrator settings and of the Smart Quotes user selection in the ''Status'' field of the properties of [[#Creating an Offer | the offer]], [[#Adding a System | the system]] and of [[#Adding a Sub-system | the sub-system]])
-
Below the table, the '''Collapse All''' button allows to only display the project name, the role(s) defined at the project level and the offer(s). The '''Extend All''' button allow to see all the items defined for the project, the offer(s), the system(s) and the sub-system(s).
+
Below the table, the ''Collapse All'' button enables to display only a minimum of information in the Description column, that is to say:
 +
* the project name,
 +
* the role(s) defined at the project level,
 +
* the offer(s) name.  
-
The '''Export''' button allows to export the contents of the project to an Excel file. All the information currently displayed in table in the Project menu are included in the Excel file. !!! check if the the status column will appear in this file !!!
+
The ''Expand All'' button enables to see all the pieces of information defined for the project, the offer(s), the system(s) and the sub-system(s).
-
{{Note
+
{{Tip
-
| The Excel file is not automatically saved. It is up to the Smart Quotes user to manually save the Excel file.
+
| When right-clicking anywhere in the table, the Smart Quotes user has two additional options. They can copy the contents of a cell to the clipboard. They can export the contents of the table to an Excel file. All the information currently displayed in the table of the Project menu are included in the Excel file, except the "Status" column, as in the [[media:Project Export.pdf‎|following example file]].
 +
The Excel file is not automatically saved. It is up to the Smart Quotes user to manually save the Excel file if desired.
}}
}}
Line 103: Line 133:
== Add ==
== Add ==
-
The '''Add''' button allows to add a project, an offer, a system or a sub-system.
+
The ''Add'' button allows the Smart Quotes user to create a project or an offer. It also allows the Smart Quotes user to add a system or a sub-system to an offer.
 +
 
 +
 
 +
{{Video
 +
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingProjectOfferSystem.png'>File:Creating_a_project_offer_system_and_subsystem_OK.mp4</mediaplayer>
 +
| How to edit a project, an offer, a system or a subsystem.
 +
}}
 +
 
=== Creating a Project ===
=== Creating a Project ===
-
When no project is currently open, clicking on the '''Add''' button opens the New Project window as shown in the following example:
+
When no project is currently open, clicking on the ''Add'' button automatically opens the ''New Project'' window as shown in the following example:
-
[Screenshot of the New Project window without the Opportunity ID field]
+
[[File:MetisSmartQuotesNewProjectWindow.PNG|center]]
-
The window contains the following fields:
+
The ''New Project'' window may contain two tabs:
-
* Description: the name of the project. This field is mandatory.
+
* General
-
* Reference: the project reference that is automatically generated by Smart Quotes
+
* Addresses
-
* Reference 1: an additional reference for the project that the Smart Quotes user can provide
+
 
-
* Opportunity ID: an additional reference for the project that the Smart Quotes user can provide
+
 
-
* Creation: the project creation date
+
In the ''General'' tab, the following fields can be found:
 +
* Description: the name of the project. This field is mandatory. This field is limited to 80 characters.
 +
* Reference: the project reference that is automatically generated by Smart Quotes. This field is limited to 40 characters.
 +
* Reference 1: an additional reference for the project that the Smart Quotes user can provide. This field is limited to 40 characters.
 +
* Opportunity ID: an additional reference for the project that the Smart Quotes user can provide. This field can accept a very large amount of characters.
 +
* Creation: the project creation date.
All the fields are editable except the creation date field.
All the fields are editable except the creation date field.
 +
 +
 +
{{Note
 +
| Additional fields may appear depending upon the administrator settings.
 +
}}
Line 128: Line 175:
-
Once a project exists or is open, clicking on the '''Add''' button makes it possible to add an offer to a project or to create a new project, as shown in the following example:
+
The ''Address'' tab is common to the offer, system and subsystem levels. It is described in a [[#Addresses Tab | separate section below]].
-
[Screenshot of the please select the level you want to create i.e. a open a project with no offer then click on Add]
+
Once a project exists or is open, clicking on the ''Add'' button makes it possible to add an offer to a project or to create a new project, as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesProjectOfferSelectionWindow.PNG|center]]
Line 148: Line 198:
-
If the Smart Quotes User clicks on the '''Add''' button and chooses to create an offer, the New Offer window appears as shown in the following example:
+
If the Smart Quotes User clicks on the ''Add'' button and chooses to create an offer, the ''New Offer'' window appears as shown in the following example:
-
[Screenshot of the New Offer window with the all the possible fields visible and NOT mandatory]
+
[[File:MetisSmartQuotesNewOfferWindow.PNG|center]]
-
The different types of information related to the offer are grouped into three different sections:
+
 
 +
The ''New Offer'' window may contain three tabs:
 +
* General
 +
* [[#Addresses Tab | Addresses]]
 +
* Conditions
 +
 
 +
 
 +
In the ''General'' tab, the different types of information related to the offer are grouped into three different sections:
* General
* General
* Dates
* Dates
Line 163: Line 220:
-
The fields that may appear under the General section are described below:
+
The fields that may appear under the ''General'' section are described below:
-
* Status: to define if the offer is active or inactive. This field is mandatory.
+
* Status: to define if the offer is active or inactive. This field is mandatory and it is mainly for statistical purposes.
-
* Description: the name of the offer. This field is mandatory. This field is limited to xx characters.
+
* Description: the name of the offer. This field is mandatory. This field can accept a large number of characters.
-
* Object: an additional reference for the offer that the Smart Quotes user can provide. This field is limited to xx characters.
+
* Reference: an additional reference for the offer that the Smart Quotes user can provide. This field is limited to 80 characters.
-
* Offer Nr: the offer reference that is automatically generated by Smart Quotes.
+
* Offer Nr: the offer reference that is automatically generated by METIS.
-
* Manual Offer Nr: an additional reference for the project that the Smart Quotes user can provide. This field is limited to 30 characters.
+
* Manual Offer Nr: an additional reference for the offer that the Smart Quotes user can provide. This field is limited to 30 characters.
-
* Price Category: the price category to be used for the offer. A default price category can be defined by the administrator or by the Smart Quotes user in the [[Description of the Menu Setup#Default Values|Setup menu]]. If defined, the Smart Quotes user value has precedence over the administrator value.
+
* Customer Order Nr: the reference to allocate to the offer when [[Description of the Menu Order | ordering]] it. This field is limited to 12 characters.
-
* Currency: the currency to be used for the offer. A default currency is pre-selected according to the administrator's settings.
+
* Title: to select the appropriate title of the offer document from a drop-down list (for example, Quotation, Estimate, etc.).
-
* Variant: the variant to be used for the offer. A default variant can be defined by the administrator or by the Smart Quotes user in the [[Description of the Menu Setup#Default Values|Setup menu]]. If defined, the Smart Quotes user value has precedence over the administrator value.
+
* Price Category: the price category to be used for the offer. A default price category can be defined by the administrator or by the Smart Quotes user in the [[Description of the Menu Setup#Default Values|Setup menu]]. If defined, the Smart Quotes user value has precedence over the administrator's setting.
-
* Sales: to define the salesperson responsible for the offer. By default, this field is pre-populated with the last name and the first name of the Smart Quotes user who is logged-in. The salesperson can be selected from a list. In general, this list contains the salespersons belonging to the same version as the logged-in Smart Quotes user.  
+
* Currency: the currency to be used for the offer. A default currency may be pre-selected according to the administrator's settings.
 +
* Taxes: the taxes model(s) to be applied to the offer. The Smart Quotes user may select the applicable tax models from a drop-down list. The taxes preceded by a padlock icon cannot be unselected (due to a setting of the administrator).
 +
* Variant: the variant to be used for the offer. A default variant can be defined by the administrator or by the Smart Quotes user in the [[Description of the Menu Setup#Default Values|Setup menu]]. If defined, the Smart Quotes user value has precedence over the administrator's setting.
-
!!! Voir avec KoH le nb max de caractères pour les champs Description, Object, Manual Offer Nr !!!
 
-
!!! régler le pb avec le champ Offer Nr pour faire la copie d'écran avec tous les droits - sinon utiliser "SEN HQ privileges" !!!
+
The fields that appear under the ''Dates'' section are described below:
 +
* Offer: this field is automatically filled in with the offer creation date. The date can be changed using the calendar icon.
 +
* Validity: the expiration date of the offer. The date can be changed using the calendar icon.
 +
* Order: once the offer has been [[Description of the Menu Order | ordered]], the date when the offer has been ordered appears. Otherwise, it remains empty. The field is not editable.
-
The fields that appear under the Dates section are described below:
 
-
* Offer: this field is automatically filled in with the offer creation date. The date can be changed.
+
{{Tip
-
* Order: once the offer has been [[Description of the Menu Order | ordered]], the date when the offer has been ordered appears. Otherwise, it remains empty. The field is not editable.
+
| When defining a date using the calendar, it is possible to change the year by clicking on the month and year label between the two arrows [[File:MetisSmartQuotesCalendar.PNG]].
 +
This allows the Smart Quotes user to select another month or year [[File:MetisSmartQuotesYearCalendar.PNG]].
 +
}}
-
The fields that may appear under the Statistics section are described below:
+
The fields that may appear under the ''Statistics'' section are described below:
-
* Bid Origin: to select from a drop-down menu the event at the origin of the offer. For example: Customer Visit, Seminar, Telemarketing, etc.
+
* Origin: to select from a drop-down list the event at the origin of the offer. For example: Customer Visit, Seminar, Telemarketing, etc.
-
* Bid Branch: to select from a drop-down menu the industry (NACE codes) appropriate for the offer
+
* Branch: to select from a drop-down list the industry (NACE codes) appropriate for the offer
-
* Status: to select from a drop-down menu a status for the offer as a means of classifying it for statistical purposes. Offers types depends on administrator settings. Status types can be Open, Offer Won, Offer Lost, etc...
+
* Status: to select from a drop-down list a status for the offer as a means of classifying it for statistical purposes. Offers types depends on administrator settings. Status types can be Open, Offer Won, Offer Lost, etc...
-
* Reason: this information serves as a compliment to the offer status information. For example, it allows the user to indicate why the offer has been won, if the reason is linked with the status Offer Won. The reasons in the drop-down menu depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc...
+
* Reason: this information serves as a compliment to the offer status information. For example, it allows the user to indicate why the offer has been won, if the reason is linked with the status Offer Won. The reasons in the drop-down list depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc...
* Probability [%]: an estimated percentage of the probability of the offer being successful. This value cannot be negative nor exceed 100%.
* Probability [%]: an estimated percentage of the probability of the offer being successful. This value cannot be negative nor exceed 100%.
-
* Potential: an estimation of the overall potential for the offer. If the potential exceeds a pre-defined limit set by the administrator, a bid analysis have to be carried out. The field is limited to 17 characters.
+
* Potential: an estimation of the overall potential for the offer. If the potential exceeds a pre-defined limit set by the administrator, a bid analysis have to be carried out. An icon (that may open a document attached by the administrator when clicking on it) and a message appears at the bottom of the ''New Offer'' window as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesNewSystemWindowBidAnalysisRequired.png|center]]
 +
 
 +
 
* Proceed [%]: a probability to proceed. This is a supplementary field to Probability [%].
* Proceed [%]: a probability to proceed. This is a supplementary field to Probability [%].
-
* Starting: the likely starting date if the offer is successful
+
* Starting: the likely starting date if the offer is successful.
 +
 
 +
 
 +
The [[#Addresses Tab | Addresses tab]] is described in a [[#Addresses Tab | separate section below]].
 +
 
 +
 
 +
The ''Conditions'' tab applies to the offer level only. It allows the Smart Quotes user to define the commercial conditions of the offer and the signatories, as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesEditOfferWindowConditionsTab.PNG|center]]
 +
 
 +
 
 +
The ''Conditions'' tab may consist of three sections:
 +
* Main Conditions
 +
* Signatures
 +
* Other Conditions
 +
 
 +
 
 +
The conditions displayed in this tab as well their contents depend upon the administrator settings. The Smart Quotes user can select the conditions from a drop-down list with a pre-defined contents. Also, depending upon the administrator settings, the Smart Quotes user can define their owns terms and conditions by double-clicking on the green field at the bottom of a drop-down list, as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesEditOfferWindowOfferValidityCondition.png|center]]
 +
 
 +
 
 +
Double-clicking on the green line opens a window as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesCreateTermsAndConditions.PNG|center]]
 +
 
 +
 
 +
The Smart Quotes user can type in his/her own term and condition in the ''Description'' field, for each available language. Once saved, it is not possible to delete the term or condition.
{{Note
{{Note
-
| The information in this section relates to the statistics module.
+
| A manually created term and condition applies to the current offer only. When opening another offer, the manually created term and condition is not available to that offer, except for [[#Duplicate | variant offers]].
}}
}}
-
!!! Voir avec KoH le nb max de caractères pour le champ Potential !!!
+
For the signatories, the fields generally contain the list of sales representatives belonging to the same version as the logged-in Smart Quotes user.
-
Once the current project contains at least one offer and if that offer has been selected, clicking on the '''Add''' button makes it possible to create a new project, to add an offer to the current project or to add a system to the selected offer, as shown in the following example:
+
The fields that appear under the ''Main Conditions'' section are described below:
 +
* Payment terms: to select which payment condition is applicable
 +
* Delivery Time: to select the appropriate delivery time
 +
* Delivery and Handling: to select which terms and conditions apply for the delivery and the handling
 +
* Offer Validity: to select the validity period of the offer
-
[Screenshot of the please select the level you want to create i.e. a open a project with 1 offer - select the offer then click on Add]
+
 
 +
The fields that appear under the ''Signatures'' section are described below:
 +
 
 +
* Signature for Offer, Person 1 & 2: to select the persons who have to sign the offer
 +
* Sender: to select the person who sends out the offer
 +
* Signature for Accompanying Letter: to select who have to sign the accompanying letter
 +
 
 +
 
 +
The fields that appear under the ''Other Conditions'' section are described below:
 +
 
 +
* Invoicing Terms: to select the condition for the invoice
 +
* Warranty: to select the warranty condition
 +
* Export Terms: to select the condition for exportation
 +
* Payment Mode: to select the mode of payment (e.g. credit card, cash, etc.)
 +
 
 +
 
 +
Once the current project contains at least one offer and if that offer has been selected, clicking on the ''Add'' button makes it possible to create a new project, to add an offer to the current project or to add a system to the selected offer, as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesProjectOfferSystemSelectionWindow.PNG|center]]
Line 218: Line 338:
If the Smart Quotes User chooses to add a system to the selected offer, the [[#Adding a System | New System window]] appears.
If the Smart Quotes User chooses to add a system to the selected offer, the [[#Adding a System | New System window]] appears.
-
 
=== Adding a System ===
=== Adding a System ===
-
If the Smart Quotes User clicks on the '''Add''' button and chooses to add a system to a selected offer, the New System window appears as shown in the following example:
+
If the Smart Quotes User clicks on the ''Add'' button and chooses to add a system to a selected offer, the ''New System'' window appears as shown in the following example:
-
[Screenshot of the New System window with the all the possible fields visible and NOT mandatory]
+
[[File:MetisSmartQuotesNewSystemWindow.PNG|center]]
-
The different types of information related to the system are grouped into the following sections:
+
The ''New System'' window may contain two tabs:
 +
* General
 +
* Addresses
 +
 
 +
 
 +
In the ''General'' tab, the different types of information related to the system are grouped into the following sections:
* General
* General
-
* Roles
 
* Dates
* Dates
* Statistics
* Statistics
-
* Customized
+
* Additional Data
 +
 
Some fields might not be available or may be mandatory to fill in according to the administrator settings. When a field is mandatory, its designation is in bold and it is preceded by a red plain arrow [[File:MetisSmartQuotesArrowMandatoryField.PNG]].
Some fields might not be available or may be mandatory to fill in according to the administrator settings. When a field is mandatory, its designation is in bold and it is preceded by a red plain arrow [[File:MetisSmartQuotesArrowMandatoryField.PNG]].
-
If the user tries to save the system while he/she has not defined some mandatory fields, a series of pop-ups for the mandatory fields appears. This is meant to assist the user in filling in the mandatory data.
+
If the user tries to save the system while he/she has not defined all of the mandatory fields, a series of pop-ups appears. This is meant to assist the user in filling in the mandatory fields.
-
The fields that may appear under the General section are described below:
+
The fields that may appear under the ''General'' section are described below:
-
* System: to select a system from a drop-down menu. This field is mandatory. The system can be searched from the drop-down list by clicking on the magnifying glass icon in the header ([[File:MetisSmartQuotesDescriptionHeader.PNG]]).
+
* System: to select a system from a drop-down list. This field is mandatory. The system can be searched from the drop-down list by clicking on the magnifying glass icon in the header ([[File:MetisSmartQuotesDescriptionHeader.PNG]]). It is also possible to add system from the ([[File:MetisSmartQuotesSystemSelectionWindowOpener.png]]) icon that opens the ''System selection'' window. In this window, the systems can be selected from their picture.
-
* Description: the name of the system. If this field is blank when a system is chosen, the system name is automatically copied into it. This field is limited to 80 characters. Depending of the administrator settings, it could be forbidden to type in special characters in this field.
+
* Description: the name of the system. If this field is blank when a system is chosen, the system name is automatically copied into this field. This field is limited to 80 characters. Depending upon the administrator settings, it could be forbidden to type in special characters in this field.
{{Note
{{Note
-
| When not blank, the description field is not automatically updated if the Smart Quotes user decides to choose a different system (i.e. the field displays the system that was previously chosen). The user have to manually change the entry to be sure that it corresponds to the new system selected.
+
| When not blank, the description field is not automatically updated if the Smart Quotes user decides to choose a different system (i.e. the field displays the system that was previously chosen). The user has to manually change the description if it is desired that it corresponds to the newly selected system.
}}
}}
-
{{Note
+
* Quantity: to see the number of instances of the system. This field is non editable for the systems. It is only editable in some circumstances for subsystems.
-
| In the description field, it is preferable to avoid using special characters (e.g.: à,ü,è, etc.) if the configuration of the system must be checked in ECS (Configuration Service).
+
* Model Type: to select the model type (e.g. New System, Modernization, Extension, etc.) from a drop-down list. This information is used to select the appropriate calculation model.
-
}}
+
* Equipment Number: to type in an equipment number associated with the system. This field is limited to 24 characters. An icon ([[File:MetisSmartQuotesInventoryIcon.png]]) may appear in this field. This icon allows the Smart Quotes user to access to the Inventory feature.
-
 
+
* Services: to select / unselect the service model(s) to be applied to the system during the calculation. The Smart Quotes user may select the applicable service models from a drop-down list. The service models preceded by a padlock icon cannot be unselected (due to a setting of the administrator).
-
 
+
* Instruction: to select from a drop-down list a system specific data
-
* Quantity: the quantity of the system. It is not editable. This field is editable only for certain sub-systems.
+
* Variant: the variant to be used for the system.
-
* Title: to select the appropriate title of the offer document from a drop-down menu (for example, Quotation, Estimate, etc.).
+
* Expert Mode: to configure the system either in the Smart Quotes mode or in Expert mode. For details about both modes, please refer to the [[Description of the Menu Price#Expert and Metis Smart Quotes (MSQ) Modes | Price menu]].
-
* Offer Type: to select the offer type (e.g. New System, Modernization, Extension, etc.) from a drop-down menu. This information is used to select the appropriate calculation model and also used for the statistics module.
+
-
* Equipment Number: to type in an equipment number associated with the system. This field is limited to 24 characters.
+
-
* Service Model: to select from a drop-down menu a service model to be applied during the calculation
+
-
* Instruction: to select from a drop-down menu a system specific data
+
-
* Variant: the variant to be used for the offer. A default variant can be defined by the administrator or by the Smart Quotes user in the [[Description of the Menu Setup#Default Values|Setup menu]]. If defined, the Smart Quotes user value has precedence over the administrator value.
+
-
* Expert Mode: to configure or not the system in the Expert mode (in contrast with the Smart Quotes mode)
+
-
 
+
-
The fields that may appear under the Roles section are described below:
+
-
 
+
-
* Sales: to select from a drop-down menu the salesperson involved in the offer. In general, the drop-down list contains the salespersons belonging to the same version as the logged-in Smart Quotes user.
+
-
* Project Manager: to select from a drop-down menu the project manager involved in the offer. In general, the drop-down list contains the project managers belonging to the same version as the logged-in Smart Quotes user.  
+
-
* Team Leader: to select from a drop-down menu the team leader involved in the offer. In general, the drop-down list contains the team leaders belonging to the same version as the logged-in Smart Quotes user.  
+
-
* Technician: to select from a drop-down menu the technician involved in the offer. In general, the drop-down list contains the technicians belonging to the same version as the logged-in Smart Quotes user.  
+
-
The fields that may appear under the Dates section are described below:
+
The fields that may appear under the ''Dates'' section are described below:
-
* Installation Begin: to define the beginning of the installation
+
* Installation: to define the beginning of the installation
* Mounting: to define the mounting date
* Mounting: to define the mounting date
* Commissioning: to define the commissioning date
* Commissioning: to define the commissioning date
Line 282: Line 393:
-
The fields that may appear under the Statistics section are described below:
+
The fields that may appear under the ''Statistics'' section are described below:
-
* Status: to select from a drop-down menu a status for the system as a means of classifying it for statistical purposes. Systems types depends on administrator settings. Status types can be Accepted, In progress, Won, etc...
+
* Status: to select from a drop-down list a status for the system as a means of classifying it for statistical purposes. Systems types depend on administrator settings. For example, a system status type can be "accepted", "in progress", "won", etc.
-
* Reason: this information serves as a compliment to the system status information. For example, it allows the user to indicate why the system has been accepted, if the reason is linked with the status Accepted. The reasons in the drop-down menu depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc...
+
* Reason: this information serves as a compliment to the system status information. For example, it allows the user to indicate why the system has been accepted, if the reason is linked with the status "accepted". The reasons in the drop-down list depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc...
-
* Probability [%]: an estimated percentage of the probability of the system being ordered. This value cannot be negative nor exceed 100%.
+
* Probability [%]: an estimated percentage of the probability for the system to be ordered. This value cannot be negative nor exceed 100%.
-
The field that may appear under the Customized section is described below:
+
The field(s) that may appear under the ''Additional Data'' section are those being created and made available by the administrator, depending on the end-users needs. For example, the ECS ID of a system is displayed in that section.
-
* ECS ID: this field displays the ECS number of a system, which is “0” for all systems before they have been controlled by ECS (also known as Configuration Service). After an ECS control, the number displayed in this field be the number that ECS has assigned to the system. For systems which are not configured to be controlled by ECS, the value in the ECS ID field remains “0”.
 
-
 
-
 
-
!!! Instruction field ??? !!!
 
-
 
-
!!! Expert Mode field !!!
 
-
 
-
!!! Add iBase Icon (when offer type = Extension) !!!
 
 +
The [[#Addresses Tab | Addresses tab]] is described in a [[#Addresses Tab | separate section below]].
=== Adding a Sub-system ===
=== Adding a Sub-system ===
-
In the case where a system can be linked with some sub-systems, selecting that system then clicking on the '''Add''' button makes it possible to create a new project, to add an offer to the current project, to add a system to the selected offer or to add a sub-system to the selected system, as shown in the following example:
+
In the case where a system can be linked with some sub-systems, selecting that system then clicking on the ''Add'' button makes it possible to create a new project, to add an offer to the current project, to add a system to the selected offer or to add a sub-system to the selected system, as shown in the following example:
-
[Screenshot of the please select the level you want to create i.e. a open a project with 1 HiPath 4000 V5 - select the system then click on Add]
+
[[File:MetisSmartQuotesProjectOfferSystemSubsystemSelectionWindow.PNG|center]]
Line 318: Line 422:
-
[Screenshot of the Add sub-system window]
+
[[File:MetisSmartQuotesAddSubSystemWindow.PNG|center]]
The window consists of two parts:
The window consists of two parts:
-
* the Description table which lists the contents of the offer
+
* the ''Description'' table on the left which lists the contents of the offer
-
* the General tab which allows to select a sub-system and to define its properties. The table is identical to the [[#Adding a System | New System window]].
+
* the ''General'' tab on the right which allows the Smart Quotes user to select a sub-system and to define its properties. The table is identical to the [[#Adding a System | New System window]].
-
Once the mandatory fields have been filled for the new sub-system, it is possible to open the Edit System and Edit Offer windows directly from this window. The Smart Quotes users need to click on the desired sub-system, system or the offer in the Designation table.
+
Once the mandatory fields have been filled for the new sub-system, it is possible to open the properties of the system(s) and of the offer directly from this window. The Smart Quotes users need to click on the desired sub-system, system(s) or the offer in the ''Designation'' table.
If modifications have been made to the properties and if the Smart Quotes user selects another item (i.e. an offer, a system or a sub-system), a confirmation window appears as shown in the following example:
If modifications have been made to the properties and if the Smart Quotes user selects another item (i.e. an offer, a system or a sub-system), a confirmation window appears as shown in the following example:
 +
[[File:MetisSmartQuotesConfirmationModificationEditWindow.PNG|center]]
[[File:MetisSmartQuotesConfirmationModificationEditWindow.PNG|center]]
-
== Delete ==
+
In the ''General'' tab, the ''Quantity'' field can be edited for some subsystems. It allows the Smart Quotes user to configure only once the sub-system but to sell multiple instances of the same sub-system.
-
The '''Delete''' button allows to delete an existing project, offer, system or sub-system.  
+
When a value different from 1 is defined, a check is done to see if the value is compliant with the maximum number of sub-systems than can be linked to the system. If the value is not compliant, a pop-up window is displayed asking the Smart Quotes user if he/she wants to set the quantity to the maximum authorised value. If the user selects ''No'', the previous valid value is displayed again. If the user selects ''Yes'', the maximum authorised value is displayed in the ''Quantity'' field.
-
This button is active only when a project, an offer, a system or a sub-system has been selected (not a role, a company or a contact).
+
If the ''Quantity'' is greater than one, a ''Descriptions'' field appears as shown in the following example:
-
{{Note
+
[[File:MetisSmartQuotesMultipleSubSystemDescriptionWindow.png|center]]
-
| It is not possible to select multiple items at the same time.
+
-
}}
+
-
When deleting a system or a sub-system, the following pop-up window appears:
+
The Smart Quotes user can provide different descriptions for the various instances of the subsystems.
-
[[File:MetisSmartQuotesConfirmDeleteSystemSubsystem.PNG|center]]
+
The [[#Addresses Tab | Addresses tab]] is also available at the subsystem level. It is described in a [[#Addresses Tab | separate section below]].
 +
=== Addresses Tab ===
-
The Smart Quotes user must confirm the message before the system or the sub-system can be deleted.
 
 +
This tab lists the companies and contact persons that have been defined at a selected level (i.e. project, offer, system and sub-system) as well as their role, as shown in the following example:
-
{{Note
 
-
| If companies and contacts have been linked to a system or a sub-system, they are automatically deleted with the system or the sub-system.
 
-
}}
 
 +
[[File:MetisSmartQuotesEditProjectAddressesTab.PNG|center]]
-
When deleting an offer, the Delete Offer window appears as shown in the following example:
 
 +
To assign companies and contact persons, click on the ''Add'' button. This opens the ''Addresses and Contacts Role Selection'' window, as shown in the following examples:
-
[Screenshot of the Delete Offer window with 1 offer, 1 system and 1 sub-system]
 
 +
[[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowAddressTab.PNG|800×586px|center]]
-
If the selected offer contains at least one system and one sub-system, the Smart Quotes user can choose to delete:
+
[[File:MetisSmartQuotesAddressesandContactsRoleSelectionWindowContacttab.PNG|800×586px|center]]
-
* the whole offer (therefore with all its contents)
+
-
* the system and the sub-system
+
-
* the sub-system
+
-
When deleting the entire offer, the following pop-up window appears:
+
The window consists of a search area and a table.
 +
Above the table, the two following tabs are available:
 +
* Address: to map companies to the roles that have been made available by the administrator
 +
* Contact: to map companies and contact persons to the roles that have been made available by the administrator
-
[[File:MetisSmartQuotesConfirmDeleteOffer.PNG|center]]
+
If the ''Address'' tab is selected, the left part of the window allows the Smart Quotes user to search for a company using the following criteria:
 +
* the name of the company
 +
* the zip code
 +
* the city
 +
* the source (i.e. to select from a drop-down list either the companies created in Metis or the companies created by another means or another CRM)
 +
If the ''Contact'' tab is selected, the following additional fields are available:
 +
* the ID of the company to which the contact person is linked with
 +
* the last name of the contact person
 +
* the first name of the contact person
 +
* the zip code of the contact person
 +
* the city of the contact person
-
The Smart Quotes user must confirm the message before the offer and its contents can be deleted.
 
-
{{Note
+
The results matching the search criteria are displayed in the table. The search result varies depending on the selected tab. If the ''Address'' tab has been selected, all the companies matching the search criteria are displayed. For each company, the following pieces of information are displayed:
-
| If companies and contacts have been linked to an offer, they are automatically deleted with the offer.
+
* the company ID (a reference automatically generated by Metis)
-
}}
+
* the company name
 +
* the company address (i.e. its street, street number, zip code and the city)
 +
But if the ''Contact'' tab has been selected, an additional filter is applied to only display all the companies matching the search criteria that have a contact person linked to them. For each contact person, the following pieces of information are displayed:
 +
* the contact ID (a reference automatically generated by Metis)
 +
* the company to which the contact person is linked with
 +
* the last name of the contact person
 +
* the first name of the contact person
-
When deleting a project, the Delete Project window appears as shown in the following example:
 
 +
If needed, the Smart Quotes User can create a company or a contact person using the ''Add'' button above the table. This opens the ''Address'' or the ''Contact'' window, as described in the [[Description of the Menu Addresses#Add | Addresses menu]].
-
[Screenshot of the Delete Project window with 2 offers]
 
 +
Below the ''Address'' and ''Contact'' tabs is the table header. The table header contains abbreviations. These abbreviations (or codes) correspond to the roles that have been made available by the administrator.
-
If the selected project contains at least one offer, the Smart Quotes user can choose to delete:
 
-
* the whole project (therefore with all its contents)
 
-
* only the offers
 
-
* a specific offer
 
 +
{{Note
 +
| Depending upon the administrator settings, a role can be available for one level (e.g. the project level and the offer level) but not to the others (e.g. system/sub-system level).
 +
}}
-
When deleting the entire project, the following pop-up window appears:
 
 +
{{Note
 +
| When the table is populated, a tool-tip displays the full name of the role when the Smart Quotes user hovers the mouse over a cell, as shown in the following example:
 +
[[File:MetisSmartQuotesAddressesAndContactsRolesTooltip.png|center]]
 +
}}
-
[[File:MetisSmartQuotesConfirmDeleteProject.PNG|center]]
 
 +
To assign a company or a contact person, the Smart Quotes user should tick the cell corresponding to the desired role, as shown in the following example:
-
The Smart Quotes user must confirm the message before the project and its contents can be deleted.
+
 
 +
[[File:MetisSmartQuotesAddressesAndContactsRolesSelectionWindowItemsSelected.PNG|800×586px|center]]
{{Note
{{Note
-
| If companies and contacts have been linked to a project, they are automatically deleted with the project.
+
| When a contact person is assigned to a role in the ''Contact'' tab, the company associated with the contact person is automatically selected as well. It is not necessary to select the corresponding company again in the ''Address'' tab. The company appears as pre-selected if the Smart Quotes user searches for it from the ''Address'' tab.
}}
}}
-
== Edit ==
+
A company / contact person can be linked to several roles. Reversely, a role can have several companies and contact persons linked to it.
-
The '''Edit''' button allows to see and modify the properties of a project, an offer, a system or a sub-system.
+
Once the Smart Quotes user has validated his/her selection, the ''Edit'' window appears again with, in the ''Addresses'' tab, the list of companies or contact persons linked to the various roles.  
 +
If the Smart Quotes user clicks again on the ''Add'' button and searches for the companies or contact persons already linked to a selected level (i.e. project, offer, system or sub-system), these companies or contact persons appears as pre-selected in the table of the ''Addresses and Contacts Role Selection'' window.
-
{{Note
 
-
| The Edit Project, Edit Offer and Edit System windows can also be opened from the [[Metis Smart Quotes User Manual Home Page#Graphic User Interface|header area]].
 
-
}}
 
 +
To remove a company or a contact person, the Smart Quotes user can select one or several entries in the ''Address'' tab then click on the ''Delete'' button.
-
=== Edit Project ===
 
-
Selecting a project then clicking on the ''Edit'' button opens the Edit Project window as shown in the following example:
+
Depending on the item selected, the several items could be deleted at the same time.
 +
'''Example:''' The company "Xpert Technologies" and the contact person "Richard Williams" have been assigned to the "Consultant Address" role as shown below:
-
[Screenshot of the Edit Project window]
 
 +
[[File:MetisSmartQuotesExampleDeleteCompanyContact.PNG|center]]
-
This window is identical to the [[#Creating a Project | New Project window]]. The difference is that a new tab becomes available: the [[#Addresses Tab | Addresses tab]].
 
 +
If the Smart Quotes user selects the contact person then clicks on the ''Delete'' button, the contact person is deleted.
-
=== Edit Offer ===
+
If the Smart Quotes user selects the company then clicks on the ''Delete'' button, the company and the contact person are deleted. The role is also deleted if there is no other company linked to that role.
-
Selecting an offer then clicking on the ''Edit'' button opens the Edit Offer window as shown in the following example:
+
If the Smart Quotes user selects the role then clicks on the ''Delete'' button, the role, the company and the contact person are deleted.
-
[Screenshot of the Edit Offer window]
+
Alternatively, the Smart Quotes user can remove a company or a contact person by unticking the corresponding cell in the table of the ''Addresses and Contacts Role Selection'' window.
-
This window is identical to the [[#Creating an Offer | New Offer window]]. The difference is that two new tabs becomes available:
+
{{Video
 +
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f9/VID_Associating_a_company_and_contact_person_to_various_levels.png'>File:Associating_a_company_and_contact_person_to_various_levels.mp4</mediaplayer>
 +
| How to define a company or a contact person at the project, offer, system or a subsystem level.
 +
}}
-
* the [[#Addresses Tab | Addresses tab]]
+
== Delete ==
-
* the Conditions tab
+
-
The [[#Addresses Tab | Addresses tab]] is described in a separate section as this tab is available at the project, offer, system and sub-system levels.
+
The '''Delete''' button allows the Smart Quotes user to delete an existing project, offer, system or sub-system.  
-
The Conditions tab applies to the offer level only. It allows the Smart Quotes user to define the commercial conditions of the offer and the signatories. The conditions displayed in this tab as well their contents depends on the administrator settings. The Smart Quotes user can only select the conditions from a drop-down list with a pre-defined contents. For the signatories, the fields are generally pre-populated with the list of salespersons belonging to the same version as the logged-in Smart Quotes user.
+
This button is active only when a project, an offer, a system or a sub-system has been selected (not a role, a company or a contact person).
-
The Conditions tab consists of the following sections:
+
{{Note
-
* Main Conditions
+
| It is not possible to select multiple items at the same time.
-
* Signatures
+
}}
-
* Other Conditions
+
-
The fields that appear under the Main Conditions section are described below:
 
-
* Payment terms: to select which payment terms are applicable
+
When deleting a system or a sub-system, the following pop-up window appears:
-
* Delivery Time: to select the appropriate delivery times
+
-
* Delivery and Handling: to select which terms and conditions apply
+
-
* Offer Validity: to select the validity dates on the offer
+
 +
[[File:MetisSmartQuotesConfirmDeleteSystemSubsystem.PNG|center]]
-
The fields that appear under the Signatures section are described below:
 
-
* Signature for Offer, Person 1 & 2: to select the persons who have to sign the offer
+
The Smart Quotes user must confirm the message before the system or the sub-system can be deleted.
-
* Sender: to select the person who sends out the offer
+
-
* Signature for Accompanying Letter: to select who signs the accompanying letter
+
-
The fields that appear under the Other Conditions section are described below:
+
{{Note
 +
| If companies and contact persons have been defined at a system or a sub-system level, they are automatically deleted with the corresponding system or the sub-system.
 +
}}
-
* Invoicing Terms: to select the terms for the invoice
 
-
* Warranty: to select the warranty terms
 
-
* Export Terms: to select the terms for exportation
 
-
* Payment Mode: to select the mode of payment (e.g. credit card, cash, etc.)
 
 +
When deleting an offer, the ''Delete Offer'' window appears as shown in the following example:
-
=== Edit System / Sub-system ===
+
[[File:MetisSmartQuotesDeleteOfferWindow.png|center]]
-
Selecting a project then clicking on the ''Edit'' system opens the Edit System window as shown in the following example:
 
 +
The ''Del'' column allows the Smart Quotes user to select the items to be deleted.
 +
The ''Description'' column displays the name given by the Smart Quotes user to the offer, system(s) and sub-system(s).
 +
The ''System'' column displays the default name of the system(s) or sub-system(s).
-
[Screenshot of the Edit System window - 1 offer + 1 system + 1 or 2 sub-systems]
+
If the selected offer contains at least one system and one sub-system, the Smart Quotes user can choose to delete:
 +
* the whole offer (therefore with all its contents)
 +
* a system its the sub-system(s)
 +
* only a sub-system
-
This window is identical to the [[#Adding a Sub-system | Adding a Sub-system window]]. The difference is that a new tab becomes available: the [[#Addresses Tab | Addresses tab]].
+
When deleting the entire offer, the following pop-up window appears:
 +
[[File:MetisSmartQuotesConfirmDeleteOffer.PNG|center]]
-
{{Warning
 
-
| When a user modifies the quantity, the offer type, the service model or the variant of the system / sub-system, the prices in the offer must be re-calculated. This is automatically done by passing through to the Price section.
 
-
}}
 
 +
The Smart Quotes user must confirm the message before the offer and its contents can be deleted.
-
{{Video
+
 
-
| <mediaplayer width='400' height='300'>File:Edit_a_project_offer_system_subsystem.mp4</mediaplayer>
+
{{Note
-
| How to edit a project, an offer, a system or a subsystem.
+
| If companies and contact persons have been defined at the offer level, they are automatically deleted with the offer.
}}
}}
-
=== Addresses Tab ===
+
When deleting a project, the ''Delete Project'' window appears as shown in the following example:
 +
[[File:MetisSmartQuotesDeleteProjectWindow.PNG|center]]
-
This tab lists the companies and contact persons that have been defined at the selected level (i.e. project, offer, system and sub-system) as well as their role, as shown in the following example:
 
 +
The ''Del'' column allows the Smart Quotes user to select the items to be deleted.
 +
The ''Description'' column displays the name given by the Smart Quotes user to the project and the offer(s).
 +
The ''Offer No'' column displays the offer number.
-
[Screenshot of the Edit Project window]
+
If the selected project contains at least one offer, the Smart Quotes user can choose to delete:
 +
* the whole project (therefore with all its contents)
 +
* only the offers
 +
* a specific offer
-
To assign companies and contact persons, click on the '''Add''' button. This opens the following window:
+
When deleting the entire project, the following pop-up window appears:
 +
[[File:MetisSmartQuotesConfirmDeleteProject.PNG|center]]
-
[Screenshot of the add company / contacts window]
 
 +
The Smart Quotes user must confirm the message before the project and its contents can be deleted.
-
The window consists a search area and a table.
 
-
Above the table, the two following tabs are available:
+
{{Note
-
* Address: to assign companies for the roles that have been made available by the administrator
+
| If companies and contact persons have been defined at the project level, they are automatically deleted with the project.
-
* Contact: to assign companies and contact persons for the roles that have been made available by the administrator
+
}}
-
Below the tabs is the table header. The table header contains abbreviations. These abbreviations (or codes) correspond to the roles that have been made available by the administrator.
+
== Edit ==
 +
 
 +
The '''Edit''' button allows to see and modify the properties of a project, an offer, a system, a sub-system, a company and a contact person.
{{Note
{{Note
-
| Depending on the administrator settings, a role can be available for one level (e.g. the project level and the offer level) but not to the others (e.g. system/sub-system level).
+
| The ''Edit Project'', ''Edit Offer'' and ''Edit System'' windows can also be opened from the [[Metis Smart Quotes User Manual Home Page#Graphic User Interface|header area]].
}}
}}
-
{{Note
+
 
-
| When the table is populated, a tool-tip displays the full name of the role when the Smart Quotes user hovers the mouse over a cell.
+
{{Video
 +
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/2/2b/VID_EditProjectOfferSystemSubSystem.png'>File:Edit_a_project_offer_system_subsystem.mp4</mediaplayer>
 +
| How to edit a project, an offer, a system or a subsystem.
}}
}}
-
The left part of the window allows the Smart Quotes User to search for a company using the following criteria:
 
-
* the ID of the company
 
-
* the name of the company
 
-
* the address of the company
 
-
* the zip code
 
-
* the city
 
-
* the CMR (which is a supplementary reference number)
 
-
* the source (i.e. to select from a drop-down menu the origin of the company)
 
-
If the Contact tab, has been selected, two additional fields are available:
+
=== Edit Project ===
-
* the last name of the contact person
+
-
* the first name of the contact person
+
 +
Selecting a project then clicking on the ''Edit'' button opens the ''Edit Project'' window as shown in the following example:
-
The results matching the search criteria are displayed in the table. The search result varies depending on the selected tab. If the Address tab has been selected, all the companies matching the search criteria are displayed. But if the Contact tab has been selected, an additional filter is applied to only display all the companies matching the search criteria that have a contact person linked to them.
 
-
To assign a company or a contact, the Smart Quotes user should tick the cell corresponding to the desired role, as shown in the following example:
+
[[File:MetisSmartQuotesEditProjectWindow.PNG|center]]
-
[Screenshot of the add company / contacts window + search results + some cells ticked]
+
This window is identical to the [[#Creating a Project | New Project window]]. The difference is that a new tab becomes available: the [[#Addresses Tab | Addresses tab]].
-
{{Note
+
=== Edit Offer ===
-
| When a contact person is assigned to a role in the Contact tab, the company associated with the contact person is automatically selected as well. It is not necessary to select the corresponding company again in the Address tab. The company appears as pre-selected if the Smart Quotes user searches for it from the Address tab.
+
-
}}
+
 +
Selecting an offer then clicking on the ''Edit'' button opens the ''Edit Offer'' window as shown in the following example:
-
A company / contact can be linked to several roles. Reversely, a role can have several companies and contact persons linked to it.
 
-
Once the Smart Quotes user has validated his/her selection, the Edit window appears again with, in the Addresses tab, the list of companies or contact persons linked to the various roles.  
+
[[File:MetisSmartQuotesEditOfferWindow.PNG|center]]
-
If the Smart Quotes user clicks again on the ''Add'' button and searches for the companies or contact persons already linked to the selected level (i.e. project, offer, system or sub-system), these companies or contact persons appears as pre-selected in the search results table.
 
 +
The available properties are identical to the ones in the [[#Creating an Offer | New Offer window]].
-
To remove a company or a contact person, the Smart Quotes user can select an entry in the Address tab then click on the ''Delete'' button.
+
 
 +
=== Edit System / Sub-system ===
 +
 
 +
Selecting a system then clicking on the ''Edit'' button opens the ''Edit System'' window as shown in the following example:
 +
 
 +
 
 +
[[File:MetisSmartQuotesEditSystemWindow.PNG|center]]
-
{{Note
+
The available properties are identical to the ones in the [[#Adding a System | New system window]] or the [[#Adding a Sub-system | Adding a Sub-system window]].
-
| It is not possible to select several entries at the same time.
+
 
 +
 
 +
{{Warning
 +
| When a user modifies the model type, the service models or the variant of a system / sub-system, the prices in the offer must be re-calculated. This is automatically done by passing through to the [[Description of the Menu Price | Price menu]].
}}
}}
-
Depending on the item selected, the several items could be deleted at the same time.
+
=== Edit Company ===
-
'''Example:''' The company "AAA" and the contact person "Robert Smith" have been assigned to the "Payer" role as shown below:
+
Selecting a company then clicking on the ''Edit'' button opens a window with the properties of the company, as shown in the following example:
-
[[File:MetisSmartQuotesExampleDeleteCompanyContact.PNG|center]]
+
[[File:MetisSmartQuotesEditCompany.PNG|center]]
-
If the Smart Quotes user selects the contact person then clicks on the ''Delete'' button, the contact person is deleted.
+
The available properties are identical to the ones in the [[Description of the Menu Addresses#Creating an Address | Address window]].
-
If the Smart Quotes user selects the company then clicks on the ''Delete'' button, the company '''and''' the contact person are deleted.
 
-
If the Smart Quotes user selects the role then clicks on the ''Delete'' button, the role, the company '''and''' the contact person are deleted.
+
=== Edit Contact Person ===
 +
Selecting a contact person then clicking on the ''Edit'' button opens a window with the properties of the contact, as shown in the following example:
-
Alternatively, the Smart Quotes user can remove a company or a contact person by unticking the corresponding cell in the search results table.
 
 +
[[File:MetisSmartQuotesEditContactPerson.PNG|center]]
-
{{Note
 
-
| If needed, the Smart Quotes User can create a company or a contact person in the [[Description of the Menu Addresses | Addresses menu]].
 
-
}}
 
-
 
+
The available properties are identical to the ones in the [[Description of the Menu Addresses#Creating a Contact Person | Contact window]].
-
{{Video
+
-
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f9/VID_Associating_a_company_and_contact_person_to_various_levels.png'>File:Associating_a_company_and_contact_person_to_various_levels.mp4</mediaplayer>
+
-
| How to define a company or a contact person at the project, offer, system or a subsystem level.
+
-
}}
+
== Duplicate ==
== Duplicate ==
Line 607: Line 724:
The ''Duplicate'' button allows to create a variant of an offer. This button is active only when an offer has been selected.
The ''Duplicate'' button allows to create a variant of an offer. This button is active only when an offer has been selected.
-
Upon clicking on the ''Duplicate'' button, the Create a Variant window appears as shown in the following example:
+
A variant offer is a 1 to 1 copy of an existing offer. All the data from the original offer (e.g. the offer data, the systems, the material list, the discounts, the notes etc.) are copied to the variant offer. The variant offer is then considered as a new offer. Changes made to the original offer are not carried over to the variant offer.
-
[Screenshot of the Create a Variant window]
+
The main difference between the data of an original offer and its variant offer is the [[#Creating an Offer | ''Manual Offer Nr'' field]]. A slash and a number is appended to the manual offer number of the variant offer, as shown in the following examples:
-
By default, the variant offer is created with the same name as the original offer. To enter a different name for the variant offer, type in the desired name in the Description field.
+
* Manual Offer Number of the original offer: 123456789
 +
* Manual Offer Number of the first variant offer: 123456789/1
 +
* Manual Offer Number of the variant of the first variant offer: 123456789/2
-
By default, the variant offer is assigned to the current project. The current project name and its reference are displayed in the window. To assign the variant offer to a different project, click on the project selection icon ([[File:MetisSmartQuotesProjectSelectionIcon.PNG]]). This opens the Select a Project window as shown in the following example:
 
 +
* Offer Number of the original offer: LPYT-8LY0I-1TTD8
 +
* Manual Offer Number of the original offer: empty
 +
* Manual Offer Number of the first variant offer: LPYT-8LY0I-1TTD8/1
 +
* Manual Offer Number of the variant of the first variant offer: LPYT-8LY0I-1TTD8/2
-
[Screenshot of the Select a Project window empty]
+
 
 +
{{Note
 +
| It is possible to create a variant of a variant offer.
 +
}}
 +
 
 +
 
 +
Upon clicking on the ''Duplicate'' button, the ''Create a Variant'' window appears as shown in the following example:
 +
 
 +
[[File:MetisSmartQuotesCreateVariantWindow.PNG|center]]
 +
 
 +
 
 +
By default, the variant offer is created with the same name as the original offer. To enter a different name for the variant offer, type in the desired name in the ''Description'' field.
 +
 
 +
By default,  the ''Replace Offer'' checkbox is ticked. This checkbox has an impact on the orginal offer, not to the variant offer. When ticked, the status of the original offer is changed to inactive. When unticked, the original offer remains active.
 +
 
 +
By default, the variant offer is assigned to the current project. The current project name, its reference and its creation date are displayed in the window. To assign the variant offer to a different project, click on the project selection icon ([[File:MetisSmartQuotesProjectSelectionIcon.PNG]]). This opens the ''Select a Project'' window as shown in the following example:
 +
 
 +
[[File:MetisSmartQuotesSelectAProject.PNG|center]]  
The window is similar to the [[Description of the Menu Open#Project | Open Project menu]].
The window is similar to the [[Description of the Menu Open#Project | Open Project menu]].
-
The Smart Quotes user can search for a specific project by defining some search criteria. Once the Smart Quotes user has selected the desired project, the Create a Variant is displayed again. Data regarding the project is updated to display the name, the reference and the creation date of the selected project.
+
The Smart Quotes user can search for a specific project by defining some search criteria. Once the Smart Quotes user has selected the desired project, the ''Create a Variant'' is displayed again. Data regarding the project is updated to display the name, the reference and the creation date of the selected project, as shown in the following example:
 +
[[File:MetisSmartQuotesVariantAnotherProject.png|center]]
-
{{Note
 
-
| The Replace Offer checkbox is no longer available because a different project has been selected.
 
-
}}
 
 +
The ''Replace Offer'' checkbox is no longer available because a different project has been selected. Instead, the Smart Quotes user can keep or not the discounts and/or the text modifications of the original offer.
-
Clicking on the ''Save'' button automatically closes the current project. The project to which the variant offer has been assigned to is automatically open.
 
-
In the case the variant offer is to be assigned to the same project, Smart Quotes user can tick / untick the Replace Offer checkbox. When ticked, the status of the original offer is changed to inactive. When unticked, the original offer remains active.
+
Clicking on the ''Save'' button automatically closes the current project. The project to which the variant offer has been assigned to is automatically open.
Line 641: Line 778:
== Copy / Paste ==
== Copy / Paste ==
-
The ''Copy'' and ''Paste'' buttons allows to copy a system then paste it to the same or a different offer.
+
The ''Copy'' and ''Paste'' buttons allows the Smart Quotes user to copy:
 +
* a system then paste it to the same or different offer
 +
* a sub-system then paste it to the same or different system
 +
* a system and its sub-system(s) then paste them to the same or different offer
-
The ''Copy'' button is active only when a system has been selected. The ''Paste'' button is active only when an offer has been selected.
+
The ''Copy'' button is active only when a system or a sub-system has been selected.  
-
When copying a system which has companies and contacts or sub-systems linked to it, these pieces of information are not kept when pasting the system. Only the system is copied as shown in the following example:
+
In the case where a system has been copied, the ''Paste'' button is active only when an offer has been selected.
 +
In the case where a sub-system has been copied, the ''Paste'' button is active only when a system has been selected. The selected system must be configured to accept the copied sub-system. Furthermore, the maximum number of sub-systems that can be linked to the system must not be reached. If the conditions are not met, the ''Paste'' button remains inactive.
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[Screenshot of the Project menu with 1 project, 1 offer, 1 system, companies & contacts at system level, 1 sub-system (focus on the system)]
+
When copying a system or a sub-system which has companies and contacts or sub-systems linked to it, these pieces of information are not kept when pasting the system or the sub-system. Only the system is copied as shown in the following example:
 +
[[File:MetisSmartQuotesCopySystemFromProjectMenu.PNG|850x750px|center]]
-
[Screenshot of the Project menu with copied system (focus on the copied system)]
+
[[File:MetisSmartQuotesPasteSystemFromProjectMenu.PNG|850x750px|center]]
-
The copied system keeps the same properties than the original system. However, if changes are made to the original system, these changes are not applied to the copied system and conversely.
+
The copied system or sub-system keeps the same properties than the original system or sub-system. However, if changes are made to the original system or sub-system, these changes are not applied to the copied system or sub-system, and conversely.
-
!!! Check if normal that the companies / contacts + sub-systems are not copied !!!
+
 
 +
{{Note
 +
| Once a system or a sub-system has been copied, Metis Smart Quotes must be restarted to clear the memory.
 +
}}
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== Preview  ==
== Preview  ==
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The ''Preview'' button allows to see the properties of a project, an offer, a system or a sub-system. These properties were previously defined in the New xxx or Edit xxx windows (xxx is the project, offer, system or sub-system).
+
For blocked or ordered offers, the ''Edit'' button becomes a ''Preview'' button when a blocked or ordered offer is selected. It is also the case when selecting a system or a sub-system belonging to a blocked or ordered offer.
-
This button is active only when a project, an offer, a system or a sub-system has been selected.
+
The ''Preview'' button allows the Smart Quotes user to see the properties of an offer, a system or a sub-system. These properties correspond to those previously defined in the New xxx or Edit xxx windows (xxx is the offer, system or sub-system).
The contents of the window cannot be edited.
The contents of the window cannot be edited.
Line 677: Line 822:
The ''History'' button is active only when an offer has been selected. This button allow to see certain actions that have been carried out on a selected offer, as shown in the following example:
The ''History'' button is active only when an offer has been selected. This button allow to see certain actions that have been carried out on a selected offer, as shown in the following example:
-
[Screnshot History / The offer created, 3 systems added, 1 system deleted, variant created of an offer]
+
 
 +
[[File:MetisSmartQuotesOfferHistoryWindow.PNG|750×500px|center]]
 +
 
Actions that are logged in the offer history include the following ones:
Actions that are logged in the offer history include the following ones:
* offer creation
* offer creation
 +
* offer exportation / importation
* system or sub-system addition
* system or sub-system addition
* system or sub-system deletion
* system or sub-system deletion
* variant creation
* variant creation
-
* offer locking
+
* document preview
 +
* document saving, printing or sent by e-mail
 +
* offer prices locked
 +
* offer blocking
* offer ordering
* offer ordering
 +
* etc.
-
For each action, the user who has performed the event, his/her address as well as the when the event has been performed is specified.
+
For each action, the first and last names of the user who has performed the event as well as when the event has been performed are indicated.
-
!!! Check if Nomad User name and/or the username from a parent version is displayed !!!
+
The ''Address'' column is filled in only for the actions related to the [[Description of the Menu Documents | generation of documents]]. Details about the company and the contact person for which a document has been generated are indicated in this column.
-
!!! Address column is empty. Necessary to keep it? Display the version instead? !!!
+
 +
 +
{{Note
 +
| If the Smart Quotes user is logged into a child version as a Nomad user, the name of the gateway user appears in the ''User'' column.
 +
}}
== Close ==
== Close ==
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The ''Close'' button allows to close the current project.
+
The ''Close'' button allows the Smart Quotes user to close the current project. The button is active only at the project or offer level.

Latest revision as of 08:32, 6 May 2014

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