Description of the Rights
From Metis Documentation
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(Editon of this section) |
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| - | This section describes in details | + | This section describes in details the rights available in the [[Description of the Sub-Menu Functionalities#Rights tab | Rights tab]] of the functionality profile features, as well as their influence on Metis applications. |
| + | The rights are organized following a tree structure. The main levels of the tree structure are the following ones: | ||
| + | * [[#Server Offline Connected | Server Offline Connected]] | ||
| + | * [[#Update | Update]] | ||
| + | * [[#Login | Login ]] | ||
| + | * [[#Opening | Opening]] | ||
| + | * [[#Project | Project]] | ||
| + | * [[#Offer | Offer]] | ||
| + | * [[#System | System]] | ||
| + | * [[#Price | Price]] | ||
| + | * [[#Order | Order]] | ||
| + | * [[#Documents | Documents]] | ||
| + | * [[#Models | Models]] | ||
| + | * [[#Setup | Setup]] | ||
| + | * [[#Configuration Management | Configuration Management]] | ||
| + | * [[#Global One | Global One]] | ||
| + | |||
| + | |||
| + | The content of these main levels is detailed below. | ||
| + | |||
| + | == Server Offline Connected == | ||
| + | |||
| + | This part has an influence on the offline mode and the offline connected mode. These settings enable to switch on and to configure the [[Main Page#Offline Connected Mode | offline connected mode]]. Otherwise, the offline version of the Metis Smart Quote application operates in [[Main Page#Offline Mode | offline mode]]. | ||
| + | |||
| + | *** check if this sentence is correct *** | ||
| + | |||
| + | It also has an influence on the Synchronization functionality. If enabled, the following option is visible in ??? *** where will the synchronization be? *** | ||
| + | |||
| + | [Screenshot of the synchronization functionality enabled / disabled (if possible)] | ||
| + | |||
| + | Under the '''Server Offline Connected''' level, the following rights are available: | ||
{| 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" | ||
| Line 15: | Line 45: | ||
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
|} | |} | ||
| + | |||
| + | Under the '''Server Offline Connected''' level, the following sub-levels are available: | ||
| + | |||
| + | * [[#Server | Server]] | ||
| + | * [[#Account | Account]] | ||
| + | |||
| + | These sub-levels are described below. | ||
| + | |||
| + | === Server === | ||
| + | |||
| + | The following rights are available in this sub-level: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Server Name | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define the name of the SQL server which contains the database | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 70 characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Database Name | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define the name of the database | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 70 characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Encryption | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To encrypt the data exchanged between the client and the server | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Enabled or Disabled | ||
| + | |} | ||
| + | |||
| + | === Account === | ||
| + | |||
| + | The following rights are available in this sub-level: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Special Account | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the use of a special account for connecting to the SQL server | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | User Name | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define the User Name for the special account described above | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 70 characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Password | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define/modify the password for the User Name for the special account described above | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to xx characters. | ||
| + | |} | ||
| + | |||
| + | '''Note:''' the password is hidden. | ||
| + | |||
| + | *** What is the maximum number of allowed characters for the password? *** | ||
| + | |||
| + | == Update == | ||
| + | |||
| + | This part has an influence on the update process (i.e. manual or automatic launch of the update process). | ||
| + | |||
| + | If the manual mode is enabled, the following option is visible in ??? *** where will the manual update menu be? *** | ||
| + | |||
| + | [Screenshot of the manual update option enabled / disabled (if possible)] | ||
| + | |||
| + | The following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Manual Update | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the manual update functionality | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Auto Update | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To allow the application to search for updates automatically and inform the end user when an update is available | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Update Time Interval (in hundredths of a second) | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define of the frequency of checks for automatic updates | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 12 characters | ||
| + | |} | ||
| + | |||
| + | *** what if one puts 0 for Update Time Interval ??? the current manuals says "If this value is set to “0,” QSBW will automatically search for new updates every 5 minutes, for example" *** | ||
| + | |||
| + | == Login == | ||
| + | |||
| + | This part has an influence on [[Metis Smart Modeling User Manual Home Page#Log In | Metis login window]] and the password. | ||
| + | |||
| + | Under the '''Login''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Form of User Data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To select the information to display in the Employee field of the login window | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Employee Code or First Name / Last Name or Last Name / First Name | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Default Password | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To provide the user's default password | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | XX characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Password Mandatory Change | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To force the user to change the default password upon logging in | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |} | ||
| + | |||
| + | |||
| + | *** check the maximum allowed characters for Default Password *** | ||
| + | |||
| + | Under the '''Login''' level, the '''Password Control''' sub-level contains the following rights: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | At least 1 Upper Case Mandatory Character | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To force the password to include at least one uppercase letter | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | At least 1 Lower Case Mandatory Character | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To force the password to include at least one lowercase letter | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | At least 1 Mandatory Number | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To force the password to include at least one number | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | At least 1 Mandatory Special Character | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To force the password to include at least one special character (e.g. é, ä, ô, £, $, etc.) | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Minimal Length | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define a minimum number of characters for the user's password | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 12 characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Warning Period [days] | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define how many days before the expiration of his/her password the end user receives a warning | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 12 characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Validity Period [days] | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define how many days a password is valid | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 12 characters | ||
| + | |} | ||
| + | |||
| + | |||
| + | '''Note:'''In the online mode, or when the SQL server has been enabled for QSBW Offline Connected, the only form of user data possible for logging in is “Employee Code.” Furthermore, only the employees who have been saved on the server will be visible in the drop-down list of users in the log in window. | ||
| + | |||
| + | *** check if this Note is still relevant *** | ||
| + | |||
| + | == Opening == | ||
| + | |||
| + | This part has an influence on Metis title bar and its the Graphic User Interface upon opening, as shown in the following example: | ||
| + | |||
| + | [Screenshot of the Metis Smart Quote window + title bar and company logo highlighted] | ||
| + | |||
| + | Under the '''Opening''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Add to QuickSales Title | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To add additional information to Metis' title bar | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to XX characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Company Logo | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To display an image (e.g. the company logo) on the Graphic User Interface | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Path to the image | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | First Window | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define which menu to open by default | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Project or Offer | ||
| + | |} | ||
| + | |||
| + | *** "Add to QuickSales Title" right must be renamed. Max number of characters for this right? Keep in mind that it is shown in the title bar (space problem). To check the behaviour of these rights as the GUI has changed... For example, the logo? Default Window (there's an Open menu)? Add a screenshot showing where the company logo appears *** | ||
| + | |||
| + | == Project == | ||
| + | |||
| + | This part has an influence on the '''Project''' menu of Metis Smart Quote, as shown in the following example: | ||
| + | |||
| + | [Screenshots of the Metis Smart Quote window + impacted parts highlighted] | ||
| + | |||
| + | Under the '''Project''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Auto-allocation of the Reference Number | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To automatically generate and allocate a reference upon the creation of a project | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Enabled or Disabled | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Import / Export | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the import and export of projects | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use History | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the use of the Project/Offer information and logging functionalities | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Multiple Projects Deletion [QSBW Offline only] | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To allow the deletion of multiple projects at once | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Project Owner | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define the project owner from a drop-down list (i.e. '''Sales''' field) on the project window | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |} | ||
| + | |||
| + | *** check if the Use Import / Export, Use History & Use Project Owner rights are still relevant. Test the behaviour for the Use Project Owner (in version 3, a field Sales of the project Window is different from the field Sales in the Offer window. Maybe rename the field Sales of the project window to Project Owner) *** | ||
| + | |||
| + | Under the '''Project''' level, the following sub-levels are available: | ||
| + | *[[#Company / Contact | Company / Contact]] | ||
| + | *[[#Branche | Branche]] | ||
| + | |||
| + | These sub-levels are described below. | ||
| + | |||
| + | === Company / Contact === | ||
| + | |||
| + | This part has an influence on the Customer / Contact functionality of the Project window, as shown in the following example: | ||
| + | |||
| + | [Screenshots of the Metis Smart Quote window + impacted parts highlighted] | ||
| + | |||
| + | Under the '''Login''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Creation of New Companies | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the user to manually create new companies | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Enabled or Disabled | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Copy of Existing Companies | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the user to make a duplicate of an existing company | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Enabled or Disabled | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Creation of New Contact Persons | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the user to manually create new contact persons | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Enabled or Disabled | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Copy of Existing Contact Persons | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the user to make a duplicate of an existing contact person | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Enabled or Disabled | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | “Address” mandatory | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To make the '''Address''' field mandatory to fill in when the user is defining a new company or contact person | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | “Region” mandatory | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To make the '''Region''' field mandatory to fill in when the user is defining a new company or contact person | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |} | ||
| + | |||
| + | *** check if all these rights are still relevant in Metis BW *** | ||
| + | |||
| + | '''Note:''' During the creation of an address, there are five fields which are mandatory and are not dependant on a setting here in the QuickSales Rights Structure. These fields are Language, Company, Zip Code, Location and Country. | ||
| + | |||
| + | *** check if this note is still relevant *** | ||
| + | |||
| + | === Branche === | ||
| + | |||
| + | This part has an influence on the Customer / Contact window, as shown in the following example: | ||
| + | |||
| + | [Screenshot of the Metis Smart Quote window + Customer / Contact window + highlight on the Branch field] | ||
| + | |||
| + | Under the '''Branche''' level, only the '''Branch Allocation''' right is available. This right enables to display the '''Branch''' field. This field can be set to one the following values: | ||
| + | * Not Used: the field is invisible to the end user | ||
| + | * Optional: the field is visible and optional to fill in by the end user | ||
| + | * Mandatory: the field is visible and it must be filled in ny the end user | ||
| + | |||
| + | == Offer == | ||
| + | |||
| + | This part has an influence on the '''Offer''' menu of Metis Smart Quote, as shown in the following example: | ||
| + | |||
| + | [Screenshots of the Metis Smart Quote window + impacted parts highlighted (in version 3 => the bottom table Project Offers in the Project window of QSBW)] | ||
| + | |||
| + | Under the '''Offer''' level, only the '''Import All Offer Headers''' right is available. This right enables to automatically import the offer headers upon sychronization between two installations of Metis Smart Quote applications in offline connected mode. This field can be set to Yes or No. | ||
| + | |||
| + | *** check the influence of this right and reformulate if necessary *** | ||
| + | |||
| + | Under the '''Offer''' level, the following sub-levels are available: | ||
| + | *[[#Warning | Warning]] | ||
| + | *[[#Offer Data | Offer Data]] | ||
| + | *[[#Forecast | Forecast]] | ||
| + | |||
| + | These sub-levels are described below. | ||
| + | |||
| + | === Warning === | ||
| + | |||
| + | This part has an influence on the '''Offer''' menu of Metis Smart Quote, as shown in the following example: | ||
| + | |||
| + | [Screenshots of the Metis Smart Quote window / Offer Window + impacted parts highlighted] | ||
| + | |||
| + | Under the '''Warning''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Amount | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To define the threshold offer amount from which a bid analysis is required | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 10 characters | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Document | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | This setting is in relation to the red exclamation point icon which appears near the title bar of the window | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Path to a file | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Warning Message | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | This setting is in relation to the message which appears after the red exclamation point icon described above | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to XX characters | ||
| + | |} | ||
| + | |||
| + | *** check if all these rights are relevant - Amount displays a confusing message in the V3 (A Bid / No Bid analysis is required!). What does Document and Warning Message do? Not clear to me... Max amount of characters for Warning Message *** | ||
| + | |||
| + | === Offer Data === | ||
| + | |||
| + | This part has an influence on the '''Offer''' menu of Metis Smart Quote, as shown in the following example: | ||
| + | |||
| + | [Screenshots of the Metis Smart Quote window / Offer data Window + impacted parts highlighted] | ||
| + | |||
| + | Under the '''Offer Data''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Sales | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To make the '''Sales''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Use Manual Offer Number | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To enable the usage of an offer number other than the automatically generated one | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | ||
| + | |} | ||
| + | |||
| + | |||
| + | === Forecast === | ||
| + | |||
| + | This part has an influence on the appearance of some fields in the '''Offer''' menu of Metis Smart Quote, as shown in the following example: | ||
| + | |||
| + | [Screenshots of the Metis Smart Quote window / Offer data Window + impacted parts highlighted] | ||
| + | |||
| + | Under the '''Forecast''' level, the following rights are available: | ||
| + | |||
| + | {| 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" | Name of the Right | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Origin | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Origin''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Branch | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Branch''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Status | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Status''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Potential | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Potential''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Probability | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Probability''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Starting Date | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Starting Date''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |- | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Probability to Proceed | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To hide, display or make the '''Probability to Proceed''' field mandatory to fill in when the user is defining the offer data | ||
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Not Used or Optional or Mandatory | ||
| + | |} | ||
| + | |||
| + | == System == | ||
| + | |||
| + | |||
| + | == Price == | ||
| + | |||
| + | |||
| + | == Order == | ||
| + | |||
| + | |||
| + | == Documents == | ||
| + | |||
| + | |||
| + | == Models == | ||
| + | |||
| + | |||
| + | == Setup == | ||
| + | |||
| + | |||
| + | == Configuration Management == | ||
| + | |||
| + | |||
| + | == Global One == | ||
| - | *** | + | *** Adapter cette section une fois les droits pour Metis Smart Modeling et Metis Smart Monitoring connus. Peut-être nécessaire de revoir la structure car pour l'instant, très orientée Metis Smart Quote *** |