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2022-02-09 17:46:11 +00:00
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@@ -19,7 +19,7 @@ In order to support this some major areas of AyaNova have been changed:
### Clients renamed
Clients have been renamed to Customers
Clients have been renamed to [Customers](customers.md)
### Client User's and Contacts
@@ -57,7 +57,7 @@ If there is a need to enter parts on a work order as a placeholder so as not to
### Purchase orders / receipts
Purchase orders and receipts have been combined in v8 and are no longer separate objects.
Purchase orders and receipts have been combined in v8 into the single [Purchase order](inv-purchase-orders.md) object.
The various rules around Purchase order editing have been eliminated. In v8 purchase order editing ability is no longer controlled by their Status and a PO can be edited anywhere any time.
@@ -67,9 +67,9 @@ Status is still available and can be set to any value at any time as users need
AyaNova itself will not automatically set or react to changes to the PO status.
### Part Number / primary identifier fields
### Part Number primary identifier fields
In v7 Parts had Part number and Part Name fields. Part Number was always intended as the _primary_ identifier for a part however in v8 we've changed Parts to use the more consistent Part Name as the _primary_ identifier.
In v7 Parts had Part number and Part Name fields. Part Number was always intended as the _primary_ identifier for a part however in v8 we've changed [Parts](inv-parts.md) to use the more consistent Part Name as the _primary_ identifier.
Users should use the Part Name field in v8 as the primary and sole identifier for a Part wherever possible. This field like all v8 name fields has no practical length limit and should be the main field used to identify parts both internally and externally.
@@ -82,7 +82,7 @@ In order to accomodate this change, the V8 migration utility offers two ways to
Serial numbers have been separated from inventory for v8.
They now reside in a collection of serials for each Part and you can select from the list or enter alternatives or none at all at any time.
They now reside in a collection of [serials](inv-part-serials.md) for each Part and you can select from the list or enter alternatives or none at all at any time.
This supports the many requests from users for the ability to be more free-form with their serial numbers to allow for mistakes or unique needs but still record them in the system when they are consumed on work orders for warranty purposes etc.
@@ -90,13 +90,13 @@ Migrating from v7 will place any existing serials into the serial number collect
### Travel and Service Rates
Similar to how Tax Codes worked in AyaNova 7, rates will now have their price affecting fields (Charge, Cost) frozen once that Rate has been assigned to any object to preserve data integrity.
Similar to how Tax Codes worked in AyaNova 7, [Travel](acc-travel-rates.md) and [Service](acc-service-rates.md) rates will now have their price affecting fields (Charge, Cost) frozen once that Rate has been assigned to any object to preserve data integrity.
### Service Work orders
#### Flexibility changes
User interface: The user interface for the work order has been designed to reduce the clutter on screen as much as possible while still using the fewest possible clicks to navigate around from section to section.
User interface: The user interface for the [work order](svc-workorders.md) has been designed to reduce the clutter on screen as much as possible while still using the fewest possible clicks to navigate around from section to section.
In addition we've ensured that a work order can be fully completed using a device as narrow as a 360 pixel wide smart phone if necessary.
@@ -128,7 +128,7 @@ For this reason the v7 templates feature is no longer required and has not been
#### Work order status
The work order status feature has been greatly expanded into a set of powerful features that can support process control with:
The [work order status](svc-work-order-status.md) feature has been greatly expanded into a set of powerful features that can support process control with:
- tracking of every change of status (who and when visible right inside the work order)
- restrictions by security role of who can set or unset any status (this allows for controlling the entire service process from creation to final billing or follow up)
@@ -143,7 +143,7 @@ Closed and Service completed have been replaced by the new [work order status](s
#### Customization
Now nearly all fields and sections on the work order form can be removed or made mandatory for entry.
Now nearly all fields and sections on the work order form can be removed or made mandatory for entry via the new [form customization](ay-customize.md) feature.
To support this, we've made changes behind the scenes to reduce as much as possible the number of manadatory by default fields on a work order that must be filled in so that users can remove more things from the interface through customization if they don't require them.
@@ -165,7 +165,7 @@ The work order items now have a "Sequence" field and can be re-ordered as desire
Units are now a _collection_ under work order item rather than a single item. This facilitates scenarios where a large number of units need to be serviced identically at the same time (inspection, maintenance etc). Users can choose to select multiple units or a single unit as appropriate.
We have also included the ability to bulk select Units from other customers than the one selected on the work order to support scenarios where the equipment being service may rotate between customers.
We have also included the ability to bulk select Units from any customer, not just the one selected on the work order to support scenarios where the equipment being service may rotate between customers.
#### Work order item Outside Service
@@ -173,36 +173,59 @@ Outside service is now a _collection_ under work order item rather than a single
#### Work order item Tasks
Tasks have been changed to a collection stored _with_ the work order rather than linked to a separate collection of tasks in a task group. Now, a user can simply type in a list of tasks or still select from a task group which will be used to fill in the work order rather than link to it so it can be edited as needed. In addition tasks are now re-orderable.
Tasks have been changed to a collection stored _with_ the work order rather than linked to a separate collection of tasks in a [task group](svc-task-groups.md). Now, a user can simply type in a list of tasks or still select from a task group which will be used to fill in the work order rather than link to it so it can be edited as needed. In addition tasks are now re-orderable by setting a Sequence field.
With tasks being stored with the work order it means that Task groups and their tasks can be changed at any time without affecting existing work orders with tasks.
#### Pricing
Pricing and costs are now clearly displayed on the work order in a consistent manner between all billable items that have prices. List price and final price are both shown so that it's clear that a contract or manual override have affected the final price. Most non management roles will not see costs or prices by default. Most prices (except for Parts which tend to have volatile pricing) are not stored with the work order but instead calculated on the fly when a work order is opened / printed. This is part of the decoupling process that allows for easily changing the Contract or Customer on an existing Work order. This means that similar to v7 some items like taxes and rates cannot be changed once they have been used on a work order however Parts are an exception as the pricing is considered more volatile so part prices are "snapshotted" on being added to a work order.
Pricing and costs are now clearly displayed on the work order in a consistent manner between all billable items that have prices.
List price and final price are both shown so that it's clear when a contract or manual override affects the final price.
Most non management roles will not see costs or in some cases prices [by default](svc-workorders.md#cost-restrictions).
Most prices (except for Parts which tend to have volatile pricing) are not stored with the work order but instead calculated on the fly when a work order is opened / printed.
This is part of the decoupling process that allows for easily changing the Contract or Customer on an existing Work order.
This means that similar to v7 some items like taxes and rates cannot be changed once they have been used on a work order however Parts are an exception as the pricing is considered more volatile so part prices are "snapshotted" on being added to a work order and stored with the work order itself.
#### Customer and Unit data list "Last completed... " columns
In v7 the Clients grid and the Units grid show the "Last closed service workorder" and "Last closed service date" columns.
In v8 the Customer and Unit data tables now have "Last work order" and "Last service date" columns available which will display the most recent Work order that Customer or Unit has been selected on regardless of Work order Status.
#### Unit Models
In v8 Unit Models no longer have the "Model Number" field. The "Name" field is now the primary identifier. Migrated v7 Unit Models will have their Model Number and Name fields combined into the single v8 Name field.
In v8 [Unit Models](svc-unit-models.md) no longer have the "Model Number" field. The "Name" field is now the primary identifier. Migrated v7 Unit Models will have their Model Number and Name fields combined into the single v8 Name field.
### Quotes
Quotes now provide all the same sections as a service Work order with the sole exception of Part Requests which are not applicable to Quotes. Menu options are available to directly duplicate a quote to a PM or Work order (and optionally WIKI and File Attachments as well). Quotes can also be duplicated to a new Quote (as can all main objects in v8)
[Quotes](svc-quotes.md) now provide all the same sections as a service Work order with the sole exception of Part Requests which are not applicable to Quotes. Menu options are available to directly duplicate a quote to a PM or Work order (and optionally WIKI and File Attachments as well). Quotes can also be duplicated to a new Quote.
### Preventive Maintenance ("PM")
PMs now provide all the same sections as a service Work order with the sole exception of Part Requests which are not applicable to PMs. Menu options are available to directly duplicate a PM to a Quote or Work order (and optionally WIKI and File Attachments as well). PMs can also be duplicated to a new PM. The "Desired day of week" to generate the Service Work Order on has been replaced by an "Exclude days of the week" control so instead of choosing a particular day to generate to now you would choose days _not_ to generate on and the system will find the closest available day that matches that choice.
[PMs](svc-pms.md) now provide all the same sections as a service Work order with the sole exception of Part Requests which are not applicable to PMs. Menu options are available to directly duplicate a PM to a Quote or Work order (and optionally WIKI and File Attachments as well). PMs can also be duplicated to a new PM.
The "Desired day of week" to generate the Service Work Order on has been replaced by an "Exclude days of the week" control so instead of choosing a particular day to generate to now you would choose days _not_ to generate on and the system will find the closest available day that matches that choice.
### Contracts
Service contracts have been expanded with new features and more flexibility when applying (or not) to work orders. You can now select a discount off list price or a markup on cost for special contract pricing. In addition to the v7 general discount in a contract you can now select specific tags for parts or rates that, if those items have the tags selected, will be discounted / marked up the value selected. This gives a lot of flexibility in cases where a certain class or type of part for example should be included in discounts but not others. There are now also features for maximum response time that tie into notification and close by date features of work order automatically for contracts that include a response time commitment.
[Service contracts](svc-contracts.md) have been expanded with new features and more flexibility when applying them to work orders.
You can now select a discount off list price or a markup on cost for special contract pricing.
In addition to the v7 general discount in a contract you can now target specific parts or rates by selecting specific tags they must have for the contract to apply.
This gives a lot of flexibility in cases where a certain class or type of part for example should be included in discounts but not others.
There are now also features for maximum response time that tie into notification and close by date features of a work order automatically for contracts that include a response time commitment.
### Localized text is now Translation
Localized text has been renamed to Translation
Localized text has been renamed to [Translation](adm-translations.md)
### Security groups -> Authorization Roles