Description of the Menu Project
From Metis Documentation
(Creation of the Page) |
(Description of Conditions tab) |
||
| Line 178: | Line 178: | ||
* 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 menu 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: | + | * 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. |
| + | * 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 | ||
| - | |||
| Line 186: | Line 186: | ||
| The information in this section relates to the statistics module. | | The information in this section relates to the statistics module. | ||
}} | }} | ||
| - | |||
| - | |||
| - | |||
| Line 215: | Line 212: | ||
| - | The different types of information related to the system are grouped into | + | The different types of information related to the system are grouped into the following sections: |
* General | * General | ||
* Roles | * Roles | ||
* Dates | * Dates | ||
* Statistics | * Statistics | ||
| + | * Customized | ||
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]]. | ||
| Line 245: | Line 243: | ||
* Title: to select the appropriate title of the offer document from a drop-down menu (for example, Quotation, Estimate, etc.). | * Title: to select the appropriate title of the offer document from a drop-down menu (for example, Quotation, Estimate, etc.). | ||
* 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. | * 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 | + | * 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 | * 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 | * 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. | * 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 | + | * 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: | The fields that may appear under the Roles section are described below: | ||
| Line 276: | Line 273: | ||
| - | + | The field that may appear under the Customized section is described below: | |
| + | |||
| + | * 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 ??? !!! | !!! Instruction field ??? !!! | ||
| Line 428: | Line 428: | ||
* the Conditions tab | * 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 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. | |
| + | The Conditions tab consists of the following sections: | ||
| + | * Main Conditions | ||
| + | * Signatures | ||
| + | * Other Conditions | ||
| - | + | The fields that appear under the Main Conditions section are described below: | |
| - | + | ||
| - | + | * Payment terms: to select which payment terms are applicable | |
| + | * 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 | ||
| + | |||
| + | |||
| + | 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 signs the accompanying letter | ||
| + | |||
| + | |||
| + | The fields that appear under the Other Conditions section are described below: | ||
| + | |||
| + | * 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.) | ||