diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index a08b4aaf..9dfd50f4 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -397,13 +397,15 @@ Until the work order is saved the items are not actually deleted. #### Realize suggested part quantities -Hold up, this may need to be removed double check first... +This menu option will appear if this work order item was migrated from an older version of AyaNova where parts were not removed from inventory until they were flagged as Used in service. That system of inventory is incompatible with AyaNova 8 so any migrated work order item part records that had parts on them that were _not_ flagged as Used in service had their quantities migrated as "Suggested quantities" instead. In V8 clicking on realize suggested part quantities will consume those parts from inventory and move the quantity to the normal quantity field. ### Units ![Work order units](img/svc-wo-units.png) -The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](dsdczxc) displayed as a table with an edit form below and can have one to many separate Work order item [Unit](svc-units.md) records. +The Work order item Unit is where you select a Customer owned Unit to be serviced. It's not necessary to choose a Unit here but it's a good idea if there is equipment being serviced because it will then be tracked in AyaNova and enable many additional features. + +The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](#work-order-item-context-menu) displayed as a table with an edit form below and can have one to many separate Work order item [Unit](svc-units.md) records. Clicking on a row (or adding a new one) will cause the work order item Unit edit form to display below the table for the particular work order item selected. @@ -457,7 +459,7 @@ Add a new work order item to the collection and open it's form for editing. The Add multiple Units menu option opens a dialog box where you can search for Units by Tag, by Customer owner or both, select units by checkmarking them and click on Add to add _all_ those Units into separate work order item Unit records at once. -Typically this feature is used to quickly select a bunch of Units to be serviced at once for a single Customer however this dialog also allows for selecting Units from _any_ customer: +Typically this feature is used to save time by quickly selecting a bunch of Units to be serviced at once for a single Customer however this dialog also allows for selecting Units from _any_ customer: Normally when you select a single Unit for a work order you are presented with Units that belong only to the Customer selected for the work order, but here in the Multiple Units dialog you can select Units for _any_ Customer if that makes sense for your business even if the work order is not set to that particular Customer at all.