Description of the Sub-Menu Tax Models
From Metis Documentation
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| - | + | In Metis Smart Suite, a [[Metis_Smart_Modeling_-_Models#Tax|Tax Model]] feeds on the generated or manually input list of material in Metis Smart Quote to generate various taxes defined by the administrator and will display the result in the offer. In the Tax Models Profile menu, the administrator can define and manage the tax models which will be available to the Metis Smart Suite user, as shown in the following example: | |
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| - | === Deleting a Tax Model | + | [[File:MSM_Profiles_Tax_Models.png|center|600x400px]] |
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| + | The tax model profiles defined in this menu can then be attributed at a version level to Metis Smart Quotes users. Smart Quotes users may select tax models from the '''Edit Offer''' window in Metis Smart Quotes. Selected tax models appear in Smart Quotes in the taxes field in a drop-down list. Once a tax model has been selected for an offer, it appears on the price tab at the bottom of the offer under the section titled '''Tax'''. All other selected tax models also appear under this section. | ||
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| + | The left hand part of the tax model window allows the administrator to search for a tax model profile by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered characters. The search results are listed under the '''Search''' button. After a search, the search button is greyed out until the search criterion is modified. If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table. | ||
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| + | The contents of the Profiles table is sorted alphabetically. It cannot be modified. | ||
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| + | === Adding a Tax Model Profile === | ||
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| + | In the '''Tax Model Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Tax Model Profile. When it is clicked, the '''Tax Model Profile''' creation window opens, it allows to define all related information. | ||
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| + | [[File:MSM_Profiles_Tax_Models_Add.png|center|600x400px]] | ||
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| + | The properties of a profile consist of the profile name and the authorized tax models. The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. | ||
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| + | The Tax Model Profiles table contains the tax models that have been imported and made available for the version. It consist of three columns: | ||
| + | * the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties. | ||
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| + | * the second column contains the designation of the profile. The content of this column can be sorted and searched in. | ||
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| + | * the third column titled Edition, contains a drop-down list of the following options for the tax model profile: | ||
| + | ** '''Always active''' : The tax model appears in Smart Quotes with a padlock and a ticked check-box that cannot be edited. It will be enabled for all offers created by the users using that profile. | ||
| + | ** '''Active by default''' : The tax model appears in Smart Quotes with a ticked check-box that can be edited. It can be disabled manually by the user in Metis Smart Quotes. | ||
| + | ** '''Inactive by default''' : The tax model appears in Smart Quotes with an unticked check-box that can be edited. It can be enabled manually by the user in Metis Smart Quotes. | ||
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| + | If no tax model is selected, no tax model is available to the Smart Quotes user. | ||
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| + | A padlock icon might appear to indicate that the tax model has been inherited. By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized tax models first, then the unauthorized ones. The reverse order is also possible. By clicking on the header of the '''Tax Models''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a tax model by clicking on the magnifying glass icon. | ||
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| + | Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | ||
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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 Tax Model Profile can be saved by validating the '''Tax Model Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| + | === Creating a Duplicate Tax Model Profile === | ||
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| + | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The Tax Model Profile window appears as shown in the following example: | ||
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| + | [[File:MSM_Profiles_Tax_Models_Edit.png|center|600x400px]] | ||
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| + | By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | ||
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| + | The administrator can then define the properties of the new profile (i.e. the authorized tax models). | ||
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| + | Once all related mandatory and optional information have been set, the new Tax Model Profile can be saved by validating the '''Tax Model Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| + | === Editing a Tax Model Profile === | ||
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| + | In the '''Tax Model Profiles''' 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 Tax Model Profile. Selecting a Tax Model Profile and clicking on it opens the '''Tax Model Profile''' edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM_Profiles_Tax_Models_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 Tax Model Profile. Modifications applied to the selected Tax Model Profile will only be saved once the Tax Model Profile edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | ||
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| + | {{Note | ||
| + | | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears. | ||
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| + | === Deleting a Tax Model Profile === | ||
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| + | In the '''Tax Model Profile''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Tax Model Profile. Selecting a Tax Model Profile and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Profiles_Tax_Models_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Tax Model Profile is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | {{Note | ||
| + | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
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| + | {{Note | ||
| + | | The administrator cannot select several profiles at the same time. | ||
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| + | === Previewing a Tax Model Profile === | ||
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| + | In the '''Tax Model Profiles''' 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 Tax Model Profile. Selecting a Tax Model Profile from the /list and clicking on it opens the '''Tax Model Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Tax Model Profile. | ||
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| + | [[File:MSM_Profiles_Tax_Models_Preview.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
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