diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index a754a09f..2fb75cf2 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -13,15 +13,18 @@ docs / sections required ## Inventory changes from v7 with new workorder system + * No "Used in service", now Parts are consumed immediately from inventory when selected on workorder and saved * Work order item part records consume or return inventory immediately upon save or delete or changes * Serial numbers are likewise immediately consumed / returned to the pool upon edits to workorder item part records * A zero quantity part will be considered a "placeholder" and will neither affect inventory nor serial numbers until a quantity is entered and saved -## conventions in usage: +## Multiple Units note + * Work order item Unit - Enter a single Unit only in the work order item units collection if intend to run reports tying other work order item sections to that unit (e.g. labor hours spent on *that* unit, parts used with *that* unit, etc). Entering more than one unit per work order item will make it difficult to match other work order item record types to a particular unit when reporting. ## Misc features of note to document in own sections + * Add multiple units (how to select, note that can select by range with shift click for checkboxes etc) * Duplicate workorder * Erase entire section (goes with duplicate for cleaning unneeded items from source workorder) @@ -30,6 +33,7 @@ docs / sections required * Double booking prevention feature in global settings and how it works when scheduling users ## Work order Cost field visibility restrictions + *Work orders can show Costs for various items on them but these costs are only displayed for a select few users: * Non staff user types (customer headoffice or subcontractor) can not see costs at all no matter what roles are set for them * WorkOrderItemParts costs: to see these costs, the user must have one of the following roles: InventoryRestricted, Inventory, BizAdmin (full), Accounting @@ -39,9 +43,12 @@ docs / sections required * Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs ## Sub contractors / Technician - Restricted users and Work Orders + If a User is set to User type of Sub contractor or if they are a Service type user and are assigned the "Technician - Restricted" role then special limitations apply to them: - * Service -> Work order list menu area + * Service -> Work order list navigation pane area * These restricted Users are not shown the option of viewing the full work order list. They will access their work orders via their Home -> Schedule form + * Work order main menu + * limited to Reporting and help only * Work order / work order item can not be created or deleted * Work order *Item* restrictions