Quotation PLT : How to use SIScan ?


his article describes step to step information on how to use SIScan in COMPAS Go.

1. After successful creation of project, select the "Add Product" from the action menu and then select the SIScan.

2. On doing so, user navigates to the following page.

3. User can perform the following actions.

Action

Description

Browse and select a PDF for scanning

Drag and drop a PDF file for scanning

Configure Loadcenter, manually

After selecting the documents

Indicates the PDF that is added for scanning

Selection of pages for scanning

You can specify the page numbers as follows, once the page numbers are specified, click Process. SiScan will only process only the pages specified.

  • Directly specifying the page number ? e.g. 1
  • Page Range ? e.g. 3-5
  • Multiple pages like ? 8,9,12
  • Combination of above three formats ? 1,3-5,8,9,12

Click to initiate the SIScan process

Used to cancel the SIScan process

4. After opening the SIScan, select the PDF or drag and drop the PDF.

5. Click on the process button.Notification is provided to the user and SIScan of document take place.

6. After SIScan is done, following is visible for the user.

7. To set the values globally, click on the "" button. On doing so, the following page is available for the user to set the values which will be reflected in all the configurations.

 - used to rest all the global setting values

 - used to close the global setting screen.

8. User need to click on the "Review & Configure" button. If the scanned document need to be deleted, click the "" button.

Actions that can be performed by the user.

Pagination for the scanned panelboards

Indicates the count of panels scanned

Lock the configuration for changes

Filter for line items

Acceptance before submission

Used to convert panelboard to loadcenter

Submit the panels as line items in quote

Abort the SIScan.

Edit the scanned configuration
Deleted the scanned panel

9. Click on the edit configuration, the following page is visible for the user to reconfigure the information.

Actions that can be performed by the user.

Selection of accessoried

Notes and exception

Scanned image from the PDF

Lock for changes

Save the changes done for submission

Finish to save the edited changes.

Tree structure for the configuration

Click to add accessories.

 10. To convert a panel to Loadcenter, select the required line item and click on the highlighted button.

With confirmation as shown below, the panel is updated to the "Loadcenter" Tab

Options are available to concert the Loadcenter into panel also.

11. Click on the "Submit" button to have the panels added to quote.

12. Processed status can be seen as shown below.



Article ID: 4091
Last updated: 29 Jun, 2020
Revision: 1
Learning_Track -> Quotation PLT : How to use SIScan ?
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