diff --git a/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-bottom.png b/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-bottom.png new file mode 100644 index 00000000..c6d48c26 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-bottom.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-menu.png b/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-menu.png new file mode 100644 index 00000000..5df40993 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-top.png b/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-top.png new file mode 100644 index 00000000..425f7a54 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-loaners-edit-form-top.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-loaners.png b/docs/8.0/ayanova/docs/img/svc-loaners.png new file mode 100644 index 00000000..b4f07366 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-loaners.png differ diff --git a/docs/8.0/ayanova/docs/svc-loaners.md b/docs/8.0/ayanova/docs/svc-loaners.md index 7c94b4c5..301dc8db 100644 --- a/docs/8.0/ayanova/docs/svc-loaners.md +++ b/docs/8.0/ayanova/docs/svc-loaners.md @@ -6,34 +6,44 @@ Work orders have a [loans](svc-workorders.md#loans) area dedicated to this featu ## Authorization Roles required -Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): +Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md): Full access -- Business administration -- Service manager -- Accounting +- Business administration +- Service manager +- Accounting 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 ## How to access Loaner items Loaner items are accessed in the following ways: -- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md) +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md) ## Loaner items data table +![table](img/svc-loaners.png) + The Loaner items [data table](ay-start-form-data-tables.md) lists all the Loaner items that are available and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). +#### Current Work order item column + +If the Loan item has been selected on a [Work order item Loan](svc-workorders.md#loan-item) record in a work order and has not been returned, this column will provide a link to that work order. + ## Loaner items edit form +![edit form top](img/svc-loaners-edit-form-top.png) + +![edit form bottom](img/svc-loaners-edit-form-bottom.png) + The Loaner items edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: The Name field is the only required field on this form, all other fields are optional. @@ -72,7 +82,7 @@ If you need to track service on Loan items, a loan item can have a "Shadow Unit" Any Unit can be a shadow unit of a loan item. -The recommended course of action is to create a Customer specfically for all Shadow Units i.e. "Shadow_unit_Loaner item". Then create a standard Unit that belongs to this Loaner item for each Loan Item for which you want to track service. +The recommended course of action is to create a Customer specfically for all Shadow Units i.e. "Shadow_unit_Loaner item". Then create a standard Unit that belongs to this Loaner item for each Loan Item for which you want to track service. If a Loan item requires internal service it can be placed on a standard work order with the "Shadow_unit_Loaner item" selected as the Customer. @@ -104,6 +114,8 @@ Optional [attachments control](ay-start-form-attachments.md). ### Menu options +![menu](img/svc-loaners-edit-form-menu.png) + In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Loaner item edit form also has these options: #### Work orders