From 0930f3e74582e8d03c752853d0ef7917e9f7fc63 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Thu, 24 Nov 2022 21:10:53 +0000 Subject: [PATCH] case 4256 --- devdocs/todo.txt | 1 - docs/8.0/ayanova/docs/acc-service-rates.md | 14 ++++--- docs/8.0/ayanova/docs/acc-tax-codes.md | 15 +++++--- docs/8.0/ayanova/docs/changelog.md | 11 ++++-- docs/8.0/ayanova/docs/vendors.md | 44 +++++++++++----------- docs/8.0/ayanova/mkdocs.yml | 2 +- 6 files changed, 50 insertions(+), 37 deletions(-) diff --git a/devdocs/todo.txt b/devdocs/todo.txt index e4c91e9c..e69de29b 100644 --- a/devdocs/todo.txt +++ b/devdocs/todo.txt @@ -1 +0,0 @@ -todo: clean up solutions.txt and research.txt and move into a consolidated coding focused how-to.md doc diff --git a/docs/8.0/ayanova/docs/acc-service-rates.md b/docs/8.0/ayanova/docs/acc-service-rates.md index 852ca937..5095412d 100644 --- a/docs/8.0/ayanova/docs/acc-service-rates.md +++ b/docs/8.0/ayanova/docs/acc-service-rates.md @@ -1,6 +1,14 @@ # Service rates -The Service rates [form](ay-start-form-overview.md) is used to edit Service rates which are used to indicate charges for providing service on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders. +The Service rates [form](ay-start-form-overview.md) is used to edit Service rates which are used to indicate charges for providing service. + +## Selecting + +Service rates can be selected in AyaNova in the following places: + +- [Contract "Contract rates"](svc-contracts.md#contract-rates) +- [Work order / Quote / PM item "Labors"](svc-workorders.md#labors) +- [Work order / Quote / PM item "Scheduled users"](svc-workorders.md#scheduled-users) ## Authorization Roles required @@ -33,10 +41,6 @@ Service rates are accessed in the following ways: ## How service rates work -### Selecting - -Service rates are selected on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders to indicate a charge for service provided. - ### Locked when used Service rates Cost and Price fields are **locked** to prevent editing once they are used on another object in order to protect the historical record. This means that you must make a new service rate if the price or cost needs to be changed. diff --git a/docs/8.0/ayanova/docs/acc-tax-codes.md b/docs/8.0/ayanova/docs/acc-tax-codes.md index bb45ee6b..f40c02f0 100644 --- a/docs/8.0/ayanova/docs/acc-tax-codes.md +++ b/docs/8.0/ayanova/docs/acc-tax-codes.md @@ -1,8 +1,15 @@ # Tax codes -The Tax codes [form](ay-start-form-overview.md) is used to create and edit taxes in AyaNova. +The Tax codes [form](ay-start-form-overview.md) is used to create and edit taxes which are used to indicate and calculate charge and cost taxes in AyaNova. + +## Selecting + +Tax codes can be selected in AyaNova in the following places: + +- [Global settings default tax for Parts purchase and sales / service sales](adm-global-settings.md#business-settings) +- [Purchase order item purchase tax](inv-purchase-orders.md#tax-code) +- [Work order / Quote / PM item "Expense charge tax"](svc-workorders.md#charge-tax-code) -Tax codes are used to indicate and calculate charge and cost taxes in several areas of AyaNova including on [Work orders](svc-workorders.md). ## Authorization Roles required @@ -33,10 +40,6 @@ Tax codes are accessed in the following ways: ## How Tax codes work -### Selecting - -Tax codes are selected on [Purchase orders](inv-purchase-orders.md), [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders to indicate and calculate taxes for both purchase and sales events. - ### Locked when used Tax code Percentages and Tax on Tax fields are **locked** to prevent editing once they are used on another object in order to protect the historical record. Other fields remain editable as they would not affect past record tax calculations. diff --git a/docs/8.0/ayanova/docs/changelog.md b/docs/8.0/ayanova/docs/changelog.md index ceaa0695..91975489 100644 --- a/docs/8.0/ayanova/docs/changelog.md +++ b/docs/8.0/ayanova/docs/changelog.md @@ -1,8 +1,6 @@ # Change log -If you are viewing this page from your local copy of AyaNova be advised that it will only show changes up to the date that your version was released. - -The most recent changes are documented in the AyaNova manual [hosted on our website](https://ayanova.com/docs/changelog). +If you are viewing this page from your local copy of AyaNova be advised that it will only show changes up to the date that your version was released, the most recent changes are documented in the AyaNova manual [hosted on our website](https://ayanova.com/docs/changelog). ## How to upgrade @@ -10,6 +8,13 @@ See the [upgrade instructions](ops-upgrade.md) section of this manual for detail ## 2022 +### AyaNova 8.0.24 (2022-11-24) + +#### Added + +- Documentation: Multiple pages added section showing where that item can be selected / other objects to which it is linked +- + ### AyaNova 8.0.24 (2022-11-21) #### Added diff --git a/docs/8.0/ayanova/docs/vendors.md b/docs/8.0/ayanova/docs/vendors.md index a1e398d1..62e23d73 100644 --- a/docs/8.0/ayanova/docs/vendors.md +++ b/docs/8.0/ayanova/docs/vendors.md @@ -4,17 +4,19 @@ The Vendors [form](ay-start-form-overview.md) is used to edit Vendors available Vendors are an important aspect of AyaNova as they save time during selection, track important and useful data related to many areas of AyaNova and provide a central location where you can enter all the contact information for a Vendor to make it quick and easy to contact them when necessary. +## Selecting + Vendors can be selected in AyaNova in the following places: -- [Purchase Order](inv-purchase-orders.md#vendor) -- [Customer Unit "Purchased from"](svc-units.md#purchased-from) -- [Unit model](svc-unit-models.md#unit-model-vendor) -- [User "Vendor"](adm-users.md#vendor) -- [Part "Manufacturer"](inv-parts.md#manufacturer) -- [Part "Wholesaler"](inv-parts.md#wholesaler) -- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler) -- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to) -- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via) +- [Purchase Order](inv-purchase-orders.md#vendor) +- [Customer Unit "Purchased from"](svc-units.md#purchased-from) +- [Unit model](svc-unit-models.md#unit-model-vendor) +- [User "Vendor"](adm-users.md#vendor) +- [Part "Manufacturer"](inv-parts.md#manufacturer) +- [Part "Wholesaler"](inv-parts.md#wholesaler) +- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler) +- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to) +- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via) ## Authorization Roles required @@ -22,18 +24,18 @@ Many roles can _select_ this object on other records where approriate. Editing o Full access -- Accounting -- Business administration -- Service manager -- Inventory +- Accounting +- Business administration +- Service manager +- Inventory Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted ## Import / Export @@ -43,9 +45,9 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e Vendors are accessed in the following ways: -- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md) -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected -- From any [data table](ay-start-form-data-tables.md) column showing vendors +- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md) +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected +- From any [data table](ay-start-form-data-tables.md) column showing vendors ## Vendor data table diff --git a/docs/8.0/ayanova/mkdocs.yml b/docs/8.0/ayanova/mkdocs.yml index 62909b43..f3844491 100644 --- a/docs/8.0/ayanova/mkdocs.yml +++ b/docs/8.0/ayanova/mkdocs.yml @@ -7,7 +7,7 @@ theme: site_name: AyaNova manual site_dir: '../../../server/AyaNova/wwwroot/docs' strict: true -copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-22 +copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-24 extra: generator: false # Extensions