mip/Documentation/SupportingDocumentation/WEBMIP_TEX/fs_reporting.tex

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\section[Reporting]{\index{Reporting}Reporting}
The webMIP system contains reporting options for all users of the
system. Most of the reports take the form of lists of data from which
decisions and choices are made. I\&C build their own reports using the
data export function of webMIP.

The following is a list of the purpose built reports that are included
within the webMIP system.

\subsection{Data Export}
The system provides the webMIP administrator user with the ability to
export all data in the webMIP system. The data is categorised by the
logical groupings in which it is held within webMIP. The data is
exported in CSV format and then used by I\&C.

\subsection{Automatic Quotes}
The system generates quotes on request. The system initially generates a
speculative quote document for each meter module that matches the enquiry
requirements. When a quote is accepted, the system generates an accepted
quote document containing a description of the module, appropriate
add{}-ons and detailed drawings. The quote is generated as a PDF file.
All quotes are generated with National Grid Metering headers and
footers.

Quotes without a housing option selected supply the minimum housing
dimension details but no costing details are provided.

\subsubsection{Speculative Quote}
A speculative quote is a quote automatically generated by webMIP after the
user has submitted their enquiry for quotation. The quote
contains the following data:

\begin{enumerate}
\item Base dimensions and generic diagram;
\item Housing dimensions and generic diagram;
\item Module dimensions and generic diagram;
\item Module technical specifications;
\item The Agent/supplier address details;
\item Break down of costs and items (each line with an item and
associated costs).
\end{enumerate}
\subsubsection{Accepted Quote}
The accepted quote is provided to the user after accepting a Speculative
quote. The quote contains further refinement and detail
than the speculative quote. The quote contains the following
data:

\begin{enumerate}
\item Base details and dimensions with detailed diagram;
\item Housing details and dimensions with detailed diagram;
\item Module details and dimensions with detailed diagram;
\item Module technical specifications;
\item The Agent/supplier address details;
\item Break down of costs and items (each line with an item and
associated costs).
\end{enumerate}
\subsection{User specific Reports}
\subsubsection{View of Accepted Quotes}
The system provides a list of accepted quotes displayed in date accepted
ascending order. The report is available to the webMIP administrator,
I\&C User and I\&C Customer Services users. The fields displayed for
each quote is as follows:

\begin{enumerate}
\item Quote reference number;
\item Supplier Name;
\item Agent name;
\item Date quote accepted.
\end{enumerate}
\subsubsection{View of quotes pending manual quote}
The system provides a view of all quotations with a status of
\ {\textquotesingle}In Progress{\textquotesingle}. \ The quotes are
displayed in date{}-submitted ascending order. The report is available
to the webMIP administrator, I\&C User and I\&C Customer Services
users. The following fields are displayed for each quote:

\begin{enumerate}
\item Quote reference number;
\item Supplier Name;
\item Agent name;
\item Date submitted for quotation.
\end{enumerate}
\subsubsection{Supplier Administrator}
The Supplier Agent role will have a view of all related Supplier Agents.

\subsubsection{Supplier Agent}
The Supplier Agent role has following data views available:

\begin{enumerate}
\item Enquiries that they have created or have been created by other
agents associated with the same supplier;
\item Quotes that they have created or have been created by other agents
associated with the same supplier, these will be viewable for up to 90
days from generation.
\end{enumerate}
\subsubsection{I \& C Customer Services}
The I \& C Customer Services role has the following data views
available:

\begin{enumerate}
\item All enquiries that \ have been created within the system;
\item All quotes that \ have been created, these will be viewable for up
to 90 days from generation.
\end{enumerate}
\subsubsection{I \& C User}
The I \& C User role will has the following data views available:

\begin{enumerate}
\item All enquiries that \ have been created within the system;
\item All quotes that \ have been created, these will be viewable for up
to 90 days from generation.
\end{enumerate}
\subsubsection{The webMIP Administrator}
The webMIP Administrator role has the following data views available:

\begin{enumerate}
\item All enquiries that \ have been created within the system;
\item All quotes that \ have been created.
\end{enumerate}