docs/8.0/ayanova/docs/svc-pms.md

@@ -4,7 +4,7 @@ A Preventive Maintenance or "PM" order is a "template" work order used to automa
 
 This is used to implement a preventive maintenance program.
 
-The PM is mostly identical to a Service Work order but has some additional fields in it's header area used to set the schedule for generating Service Work orders.
+A PM is mostly identical to a Service Work order but has some additional fields in it's header area used to set the schedule for generating Service Work orders.
 
 We won't document the identical fields here, only the fields that are different on a PM from a service work order.
 

docs/8.0/ayanova/docs/svc-quote-status.md

@@ -0,0 +1,21 @@
+# svc-quote-order-status Placeholder
+
+![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+#b4beta
+
+# TODOS COPIED FROM WORKORDER, EDIT FOR QUOTE STATUS INSTEAD
+
+
+todo: locking - locks workorder from edit (other than status for roles that are in status can remove)
+todo: completed - used for notification processing 
+todo: select roles - who can select this status
+todo: remove roles - who can remove
+
+todo: a section on why select and remove are there, how they can be used in conjunction with notification to enforce process control etc
+
+todo: A thorough section on PROCESS CONTROL with suggestions of commonly controlled aspects and hwo status satisifies them, e.g.:
+    Flow from intake to completion of final paper work
+        "New to be assessed and booked" - service manager / scheduler asses and assign to tech for repair
+        "Scheduled" - set to a tech to do the work
+        "Service completed" or "Awaiting parts" or "Awaiting customer approval" or whatever common scenarios
+        "Accounting step" - service complete, up to accounting to take, print and invoice customer etc they then set it to "Final / completed / closed" etc.

docs/8.0/ayanova/docs/svc-quotes.md

@@ -1,5 +1,71 @@
-# SVC-QUOTES Placeholder
+# Quotes
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
-#b4beta (docs can refer to work order here for bulk of text)
+A Quote is a form of work order used to provide a quotation to a customer for potential service. The quote can be turned into a service work order if accepted by the customer.
 
+A Quote is mostly identical to a Service Work order but has some additional fields in it's header area used during the quoting process.
+
+We won't document the identical fields here, only the fields that are different on a Quote.
+
+See the [work order](svc-workorders.md) documentation page for all other fields and details.
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Accounting
+- Business administration
+- Sales
+- Service manager
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Sales - restricted
+
+## How to access Quotes
+
+- From the `Service` navigation pane `Quotes` item to open the Quotes [data table](ay-start-form-data-tables.md)
+- From any [data table](ay-start-form-data-tables.md) column showing Quotes such as the [Work order table](svc-workorders.md)
+
+## How Quotes work
+
+Quotes are created, submitted to a customer and if accepted converted to a service work order.
+
+## Quotes data table
+
+The Quotes [data table](ay-start-form-data-tables.md) lists all the customers available, provides the '+' link to create a new quote and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Quote edit form
+
+The Quote edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality, duplicate fields of the [work order](svc-workorders.md) and the following unique Quote only fields:
+
+#### Prepared by User
+
+This optional field is used to track the staff member responsible for or who created this quote. This field displays on the stock Quote report intended for submission to the Customer.
+
+#### Quote status
+
+This optional field is used to track and control the process of quoting by flagging different states of the Quote as it is processed through the business and also locking it at appropriate times so that it can only be edited by users with specific roles. Quote status also works with the [notification system](home-notify-subscriptions.md). See the [Quote status documentation page](svc-quote-status.md) for more details.
+
+#### Introductory text
+
+This optional field is intended to be used as a short message to the Customer and is displayed on the header area of the stock Customer quote report. This is typically used to include special quote terms or a simple greeting and note or any purpose that makes sense in your business.
+
+#### Requested
+
+This optional field is the date of the request for quotation by the customer and is displayed on the stock customer quote report.
+
+#### Valid until
+
+This optional field is the date that the Quote expires and is displayed on the stock customer quote report.
+
+#### Submitted
+
+This optional field is the date the Quote was submitted to the Customer and is displayed on the stock customer quote report.
+
+#### Approved
+
+This optional field is the date the Customer approved the quote and is displayed on the stock customer quote report.

docs/8.0/ayanova/mkdocs.yml

@@ -46,7 +46,8 @@ nav:
       - 'Set password': 'home-password.md'
       - 'Two factor authentication': 'home-tfa.md'
       - 'Notification subscriptions': 'home-notify-subscriptions.md'  
-      - 'Notifications list': 'home-notifications.md'       
+      - 'Notifications list': 'home-notifications.md'  
+      - 'Direct notification': 'home-notify-direct.md'     
       - 'History': 'ay-history.md'
     - Customers:
       - 'Customers': 'customers.md'
@@ -60,7 +61,8 @@ nav:
       - 'Work order status': 'svc-work-order-status.md'
       - 'Work order item status': 'svc-work-order-item-status.md'
       - 'Work order item priority': 'svc-work-order-item-priority.md'
-      - 'Quotes': 'svc-quotes.md'
+      - 'Quotes': 'svc-quotes.md'      
+      - 'Quote status': 'svc-quote-status.md'
       - 'Preventive maintenance': 'svc-pms.md'
       - 'Customer units': 'svc-units.md'
       - 'Unit models': 'svc-unit-models.md'