Move WEBMIP_TEX from andy/shelves to main WEBMIP documentation area.
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% This file was converted to LaTeX by Writer2LaTeX ver. 0.4
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% see http://www.hj-gym.dk/~hj/writer2latex for more info
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\section[Reporting]{\index{Reporting}Reporting}
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The webMIP system contains reporting options for all users of the
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system. Most of the reports take the form of lists of data from which
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decisions and choices are made. I\&C build their own reports using the
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data export function of webMIP.
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The following is a list of the purpose built reports that are included
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within the webMIP system.
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\subsection{Data Export}
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The system provides the webMIP administrator user with the ability to
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export all data in the webMIP system. The data is categorised by the
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logical groupings in which it is held within webMIP. The data is
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exported in CSV format and then used by I\&C.
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\subsection{Automatic Quotes}
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The system generates quotes on request. The system initially generates a
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speculative quote document for each meter module that matches the enquiry
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requirements. When a quote is accepted, the system generates an accepted
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quote document containing a description of the module, appropriate
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add{}-ons and detailed drawings. The quote is generated as a PDF file.
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All quotes are generated with National Grid Metering headers and
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footers.
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Quotes without a housing option selected supply the minimum housing
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dimension details but no costing details are provided.
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\subsubsection{Speculative Quote}
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A speculative quote is a quote automatically generated by webMIP after the
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user has submitted their enquiry for quotation. The quote
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contains the following data:
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\begin{enumerate}
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\item Base dimensions and generic diagram;
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\item Housing dimensions and generic diagram;
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\item Module dimensions and generic diagram;
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\item Module technical specifications;
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\item The Agent/supplier address details;
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\item Break down of costs and items (each line with an item and
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associated costs).
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\end{enumerate}
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\subsubsection{Accepted Quote}
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The accepted quote is provided to the user after accepting a Speculative
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quote. The quote contains further refinement and detail
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than the speculative quote. The quote contains the following
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data:
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\begin{enumerate}
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\item Base details and dimensions with detailed diagram;
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\item Housing details and dimensions with detailed diagram;
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\item Module details and dimensions with detailed diagram;
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\item Module technical specifications;
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\item The Agent/supplier address details;
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\item Break down of costs and items (each line with an item and
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associated costs).
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\end{enumerate}
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\subsection{User specific Reports}
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\subsubsection{View of Accepted Quotes}
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The system provides a list of accepted quotes displayed in date accepted
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ascending order. The report is available to the webMIP administrator,
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I\&C User and I\&C Customer Services users. The fields displayed for
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each quote is as follows:
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\begin{enumerate}
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\item Quote reference number;
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\item Supplier Name;
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\item Agent name;
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\item Date quote accepted.
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\end{enumerate}
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\subsubsection{View of quotes pending manual quote}
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The system provides a view of all quotations with a status of
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\ {\textquotesingle}In Progress{\textquotesingle}. \ The quotes are
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displayed in date{}-submitted ascending order. The report is available
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to the webMIP administrator, I\&C User and I\&C Customer Services
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users. The following fields are displayed for each quote:
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\begin{enumerate}
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\item Quote reference number;
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\item Supplier Name;
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\item Agent name;
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\item Date submitted for quotation.
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\end{enumerate}
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\subsubsection{Supplier Administrator}
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The Supplier Agent role will have a view of all related Supplier Agents.
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\subsubsection{Supplier Agent}
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The Supplier Agent role has following data views available:
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\begin{enumerate}
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\item Enquiries that they have created or have been created by other
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agents associated with the same supplier;
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\item Quotes that they have created or have been created by other agents
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associated with the same supplier, these will be viewable for up to 90
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days from generation.
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\end{enumerate}
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\subsubsection{I \& C Customer Services}
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The I \& C Customer Services role has the following data views
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available:
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\begin{enumerate}
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\item All enquiries that \ have been created within the system;
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\item All quotes that \ have been created, these will be viewable for up
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to 90 days from generation.
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\end{enumerate}
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\subsubsection{I \& C User}
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The I \& C User role will has the following data views available:
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\begin{enumerate}
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\item All enquiries that \ have been created within the system;
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\item All quotes that \ have been created, these will be viewable for up
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to 90 days from generation.
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\end{enumerate}
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\subsubsection{The webMIP Administrator}
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The webMIP Administrator role has the following data views available:
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\begin{enumerate}
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\item All enquiries that \ have been created within the system;
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\item All quotes that \ have been created.
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\end{enumerate}
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