From 1787abe1d68c2a7558cd4ecce065295816d5d57f Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Fri, 6 May 2022 19:41:41 +0000 Subject: [PATCH] --- devdocs/todo.txt | 6 ++++ docs/8.0/ayanova/docs/svc-unit-models.md | 42 ++++++++++++++++-------- docs/8.0/ayanova/docs/svc-units.md | 42 ++++++++++++++++++++++-- 3 files changed, 75 insertions(+), 15 deletions(-) diff --git a/devdocs/todo.txt b/devdocs/todo.txt index 3efc0708..98d52010 100644 --- a/devdocs/todo.txt +++ b/devdocs/todo.txt @@ -5,6 +5,12 @@ Completed if not perfect docs first with a new update (check db update if worth Post online with notice in beta forum then can perfect docs more later but should do email contact form thing first. +TODO: Unit model select template doesn't offer UPC as a field nor does it in Unit though Unit's I guess maybe don't work that way, see v7 to confirm where UPC code was exposed + looks like this was forgotten + when enabled go back into unit model docs and UPC field and expand + +todo: unit model discontinued date should be hidden until disconitnued is checked in client UI + Intuit thing from cardjohn email fuckers need some hand holding apparently for old production keys, fuck!!! Docs completion diff --git a/docs/8.0/ayanova/docs/svc-unit-models.md b/docs/8.0/ayanova/docs/svc-unit-models.md index 7b2a567e..3676e2e3 100644 --- a/docs/8.0/ayanova/docs/svc-unit-models.md +++ b/docs/8.0/ayanova/docs/svc-unit-models.md @@ -1,12 +1,12 @@ # Unit models -Unit Models are a way of identifying common information about [Units](svc-units.md) in one place so that it can be selected for multiple Units removing the need to enter the same information redundantly. +Unit Models are a way of identifying common information about [Units](svc-units.md) in one place so that it can be selected for multiple Units removing the need to enter the same information redundantly (for example warranty terms). Selecting a specific Unit Model in a unit entry screen is useful if you wish to filter Units by Unit Models to view what Units of a particular Unit Model are entered into AyaNova, as well for ease of selection of units within [Work orders](svc-workorders.md). ## 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 @@ -59,21 +59,37 @@ This is the only **required** field on the Unit Model edit form. All other field This is the [Vendor / Manufacturer](vendors.md) of this Unit model. It is important that a Vendor be selected as the manufacturer name is used as part of the descriptive name of a Unit in many different areas of the program. In addition when you create this link your staff can easily and quickly look up the manufacturer record for phone numbers etc. -#### Account number +#### UPC -Optional account number for tracking purposes. +Optional UPC code for selection, entry and reporting purposes. -#### Unit Model Overseer +#### Introduced date -This is the AyaNova [User](adm-users.md) most reponsible for managing the Unit Model for reference and reporting purposes. +The date this type of unit model was first introduced to the market. Also for informational purposes, this can be useful if the warranty of a product is in question, if the client can’t remember when they bought it, you can tell from here if there is any possibility of it being under warranty still. -#### Date Started +#### Discontinued -The date and time the Unit Model was started. +Used for informational purposes, staff can quickly see if a product is still current or discontinued. This can also be useful if the warranty of a product is in question, if the client can’t remember when they bought it, you can tell from here if there is any possibility of it being under warranty still. -#### Date Completed +If check marked entered, the Discontinued Date field becomes available. -The date and time the Unit Model was completed. +#### Discontinued date + +Also for informational purposes, this can be useful if the warranty of a product is in question, if the client can’t remember when they bought it, you can tell from here if there is any possibility of it being under warranty still. + +#### Life time warranty + +Indicates that the warranty does not expire and has no set warranty length. + +#### Warranty length + +Warranty Length is in months. For example, if the warranty period for this unit model is 3 years, enter in 36 (12 months X 3 years = 36 months). + +Used not only for information purposes but in conjunction with the [service work order](svc-workorders.md#units), when a unit of this model is selected for service on a work order, AyaNova will use this value when a warranty info check is selected to see if it’s under warranty still based on this information and the purchase date on the [unit](svc-units.md#purchased-date) screen so you can easily see at a glance when entering without the need to open up the individual Unit entry screen. + +#### Warranty terms + +This is where you would enter any information necessary to process a warranty as well as any special terms of the warranty such as parts only or labor only etc. #### Active @@ -105,12 +121,12 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common #### Work orders -This is a shortcut to view prior work orders with this Unit Model selected and opens the [Work order](svc-workorders.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Unit Model. +This is a shortcut to view prior work orders with Units of this Unit Model selected and opens the [Work order](svc-workorders.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for Units of this Unit Model. #### Quotes -This is a shortcut to view prior Quote records which have this Unit Model selected and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Unit Model. +This is a shortcut to view prior Quote records which have Units of this Unit Model selected and opens the [Quotes](svc-quotes.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for Units of this Unit Model. #### Preventive maintenance -This is a shortcut to view prior Preventive maintenance records which have this Unit Model selected and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Unit Model. +This is a shortcut to view prior Preventive maintenance records which have Units of this Unit Model selected and opens the [PM](svc-pms.md) list [data table](ay-start-form-data-tables.md) pre-filtered to only show records for Units of this Unit Model. diff --git a/docs/8.0/ayanova/docs/svc-units.md b/docs/8.0/ayanova/docs/svc-units.md index 99d457fd..bacee7ad 100644 --- a/docs/8.0/ayanova/docs/svc-units.md +++ b/docs/8.0/ayanova/docs/svc-units.md @@ -236,8 +236,46 @@ Sometimes a Unit will have it's own address or geographical coordinates distinct ![Customer Unit edit form override warranty tab](img/svc-customer-unit-edit-form-override-warranty-tab.png) -0000000000000000000000 CONTINUE HERE 000000000000000000000000 +Normally a Customer Unit will follow the warranty length and terms for it's selected [Unit models](svc-unit-models.md#warranty-length), however in some cases you may need to make special exceptions or there is no unit model suitable or necessary, in that case this section is used to enter unique warranty terms and length for this single Unit only. + +#### Override warranty + +This checkbox when selected enables the other fields in this tab. + +If Override Warranty is not check-marked, the [warranty length and terms of the Unit Model](svc-unit-models.md#warranty-length) are used in conjunction with the Purchased Date of this unit. + +If Override Warranty is check-marked, this means that the Unit Model's warranty terms are ignored. Instead the specific Override warranty settings of this unit's entry screen are used. + +#### Life time warranty + +Indicates that the warranty does not expire and has no set warranty length. + +#### Override length + +Warranty Length is in months. For example, if the warranty period for this unit model is 3 years, enter in 36 (12 months X 3 years = 36 months). + +Used not only for information purposes but in conjunction with the [service work order](svc-workorders.md#units), when a unit of this model is selected for service on a work order, AyaNova will use this value when a warranty info check is selected to see if it’s under warranty still based on this information and the purchase date on the [unit](svc-units.md#purchased-date) screen so you can easily see at a glance when entering without the need to open up the individual Unit entry screen. + +#### Override Warranty terms + +This is where you would enter any information necessary to process a warranty as well as any special terms of the warranty such as parts only or labor only etc. ### Menu options -The Customer Unit edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options). +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options), the Customer Unit form also has these unique menu options: + +#### Unit models + +This is a shortcut to open the [Unit models](svc-unit-models.md) data table. + +#### Work orders + +This is a shortcut to create or view prior work orders for this Customer Unit and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Customer Unit. + +#### Quotes + +This is a shortcut to create or view prior Quote records for this Customer Unit and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Customer Unit. + +#### Preventive maintenance + +This is a shortcut to create or view prior Preventive maintenance records for this Customer Unit and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this Customer Unit.