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John Cardinal
2022-04-28 21:48:12 +00:00
parent 4b3a22f491
commit 21fc0122e7
6 changed files with 25 additions and 6 deletions
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docs/8.0/ayanova/docs/svc-workorders.md
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@@ -26,7 +26,7 @@ or as complex as required:
## 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
@@ -237,6 +237,7 @@ Below the status history is an selection list for choosing a new status if desir
#### Address
A work order has it's own address which is automatically set to the Customer's address when a new work order is saved with a Customer selected.
Once an address is set the server will not change it automatically.
In the case of a Customer with a [Head office](head-offices.md) selected and the [Bill head office](customers.md#bill-head-office) control checkmarked, AyaNova will automatically set the mailing address to the Head office address.
@@ -245,9 +246,19 @@ The address is used for both billing purposes and physically locating the servic
There are several time saving features built into the Address control which are documented in the [Address control help page](ay-start-common-controls.md#address).
A work order records a moment in time when service was performed so to preserve the history, the Work order keeps it's own address separate from the Customer being serviced in case the Customer address changes over time. As well Work orders support setting the Address from other sources such as a selected [unit](svc-units.md) if it has it's own address.
A work order records a moment in time when service was performed so to preserve the history, the Work order keeps it's own address separate from the Customer being serviced in case the Customer address changes over time.
Sometimes you may need to provide service to a location that does not have an set address or a service call on mobile equipment in which case you can use the Address controls Latitude and Longitude fields to enter GPS co-ordinates manually or capture the current location on a mobile device if supported.
Work orders also support [setting the Address from other sources](#selecting-an-alternate-address) such as a selected [unit](svc-units.md) if it has it's own address.
Sometimes you may need to provide service to a location that does not have an set address or a service call on mobile equipment in which case you can use the Address controls Latitude and Longitude fields to enter GPS co-ordinates manually or capture the current location on a mobile device that supports it.
##### Selecting an alternate address
![Work order select alternate address](img/svc-workorder-address-select-alternate.png)
In the Work order the Address control contains an additional context menu option for the street and postal address "Select alternate address". Clicking on this option will open a pop up list of all addressible objects related to this work order if they are appropriate: Customer, Head Office and any Units selected on _this_ work order that have their _own_ [Unit address](svc-units.md#address-tab).
If you click on a listed Address it will set the corresponding work order's street or postal address to the selected object's address (depending on which context menu you clicked "Select alternate address" from).
#### Technician signature