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John Cardinal
2022-11-24 21:10:53 +00:00
parent a54707c542
commit 0930f3e745
6 changed files with 50 additions and 37 deletions
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devdocs/todo.txt
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todo: clean up solutions.txt and research.txt and move into a consolidated coding focused how-to.md doc

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docs/8.0/ayanova/docs/acc-service-rates.md
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# 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.

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docs/8.0/ayanova/docs/acc-tax-codes.md
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# 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.

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docs/8.0/ayanova/docs/changelog.md
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# 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

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docs/8.0/ayanova/docs/vendors.md
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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
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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

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docs/8.0/ayanova/mkdocs.yml
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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