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

@@ -425,7 +425,13 @@ All Work order item Unit edit form fields here are **optional** unless specifica
 
 #### Unit
 
-Selection of the [Customer Unit](svc-units.md) of equipment being serviced This field is **required**
+Selection of the [Customer Unit](svc-units.md) of equipment being serviced This field is **required**.
+
+##### Units with Contracts
+
+When you select a Unit and it has it's own [Contract](svc-contracts.md), AyaNova will ask the user if they want to select that Contract for the work order by setting the work order header Contract field to the Unit's Contract.
+
+Contracts always apply to the entire work order so if a Unit has a Contract it is best to dedicate a single work order to it if there are other service tasks to be performed that are not related to the Unit and shouldn't have that Unit's contract be applied.
 
 #### Warranty information
 
@@ -471,11 +477,25 @@ Add a new work order item Unit record to the collection and open it's form for e
 
 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 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:
+Typically this feature is used to save time by quickly selecting a bunch of Units to be serviced at once for a single Customer saving time having to manually select them one by one.
 
-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.
+This dialog also allows for selecting Units from _any_ customer:
 
-Some businesss, for example, service equipment they provide that rotates between different Customers and they still want to keep track of which Customer site each piece of equipment is currently located, but want to service multiple Units at different sites all at once on a single work order, this feature allows for that.
+Add multiple units is not restricted to the current work order Customer: unlike the normal single Unit selection feature which is restricted to the currently selected Customer's own Units only, the add multiple Units feature intentionally allows a User to select Units that do not belong to the currently selected Customer on the work order.
+
+This is to support some requirements for certain companies who bulk service Units that are moved around between Customers regularly but are not treated as loaner or rental Units. For most companies leaving the Customer selection in the Add Multiple selection box which is automatically set to the current work order Customer is appropriate to ensure only Units owned by that Customer are presented for selection.
+
+##### Contract implications of multiple units
+
+Contracts are not automatically offered for selection when bulk adding multiple Units unlike a single Unit selection using the Unit pick list. If a Contract is desired when adding multiple Units it can be manually selected from the Contract pick list in the Work order header section.
+
+##### Reporting and tracking implications of multiple Units
+
+If multiple units are added to a **single** work order item record then reporting on or tracking other related records in that work order item such as parts used or total labor done will be "connected" to those multiple units, not to an individual unit.
+
+If you wish to ensure that labor and other items are tracked to an exact individual Unit when it's serviced, then it's important to stick with **one** Unit per work order item so that all the work for that work order item is connected to that single Unit.
+
+If this is not a concern or you do specifically want the **total** parts and labor for **all** Units as a group then adding the multiple Units to the same work order item makes the most sense.
 
 #### Mark for deletion
 
@@ -623,7 +643,7 @@ All Work order item part edit form fields here are **optional** unless specified
 
 #### Start date time
 
-## TEST TEST TEST
+## Extras info that may or may not be added later
 
 ## OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
 
@@ -645,18 +665,6 @@ All Work order item part edit form fields here are **optional** unless specified
 - 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
 
-## 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.
-
-## Add multiple units feature
-
-- In Work order item Units menu there is an "Add multiple units" option which allows the ability to search for Units by tag and / or restrict to a specific Customer only. This is a quick way to select and add many Units at once to a work order for those situations where that kind of service is common and it would be time consuming to have to manually add each Unit one by one.
-
-- Contracts are not automatically offered for selection when bulk adding multiple Units unlike a single Unit selection using the Unit pick list. If a Contract is desired when adding multiple Units it can be manually selected from the Contract pick list in the Work order header section.
-
-- Add multiple units not restricted to current work order Customer: unlike the normal single Unit selection feature which is restricted to the currently selected Customer's own Units only, the add multiple Units feature intentionally allows a User to select Units that do not belong to the currently selected Customer on the work order. This is to support some unusual requirements for certain companies who bulk service Units that are moved around between Customers regularly but are not treated as loaner or rental Units. For most companies leaving the Customer selection in the Add Multiple selection box which is automatically set to the current work order Customer will ensure only Units owned by that Customer are presented for selection.
-
 ## 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)