diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index dea6f97e..f27067dc 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -939,6 +939,148 @@ You can also refresh the page to abandon this and any other changes made locally Until the work order is saved the items are not actually deleted. + + + + + + + +### Travels + +![Work order item travels](img/svc-wo-travels.png) + +The Work order item Travels record is where you enter travel provided during service. + +The Travels section of a work order is **optional** and won't be displayed until a work order item travel record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Travels` customization box. + +If more than one travel record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to row selected. + +A work order item can have zero to many separate Work order item travel records as required. + +All Work order item travel edit form fields here are **optional**. + +#### Service Start date time + +This field is a standard form [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when travel began. + +If the [Global settings Scheduled / travel default minutes](adm-global-settings.md#scheduled--travel-default-minutes) value is set, AyaNova will automatically set the _Service Stop date time_ and _Quantity_ on new records. + +If a stop time is already set, adjusting the start time will cause AyaNova to calculate the _Quantity_ field automatically. + +#### Service Stop date time + +This field is a standard form [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when travel ended. + +If the [Global settings Scheduled / travel default minutes](adm-global-settings.md#scheduled--travel-default-minutes) value is set, and the _Service Start date time_ field is empty, AyaNova will automatically set the _Service Start date time_ and _Quantity_ on new records. + +If a start time is already set, adjusting the stop time will cause AyaNova to calculate the _Quantity_ field automatically. + +#### Service rate quantity + +This is hours of service to be recorded / billed. It doesn't have to match the selected time period between the start and stop fields but it's a good idea to do so to avoid confusion. + +#### Service rate + +This is the [service rate](acc-service-rates.md) that is billable rate for this travel item. + +#### User + +Here you select the service technician User that provided service. + +#### No charge quantity + +Enter no charge hours here (Travel that was provided but will not be billed) so that they appear on the stock Customer invoice / work order and other reports and are tracked in the system. This value is **not deducted** from the _Service rate quantity_ it is simply tracked here so the Customer can see they received some free travel and so that time can be tracked in AyaNova for reporting and business metric purposes. + +#### Sales Tax + +[Tax](acc-tax-codes.md) to be charged for this Travel. + +#### Price override + +Manually force the price to a certain value. This override supersedes any other source for the price including Contracts and / or the source object's price itself. + +Contract adjusted pricing is not part of the Manual Price Override feature; only values entered by a user manually in this field will be present. + +#### Service details + +This optional field is used to record the details of the travel provided. Text entered here appears on stock work order and invoice reports as the explanation of travel provided and is (along with all other text entered on a work order) indexed for searching so it can be useful as a reference for future technicians searching for past resolutions to similar problems. + +Typically the more technical or complex the travel provided the more details are entered here. + +You can also automatically append all Tasks here from the travel context menu. + +### Travel table info fields + +The travel table contains some read-only fields that are calculated or brought in from other records for reference purposes. Some of these fields are only visible to [higher rights users](#cost-restrictions). + +#### Unit of measure + +This is mirrored from the [Service rates](acc-service-rates.md) _Unit charge description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. + +#### Cost + +This is mirrored from the [Service rates](acc-service-rates.md) _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. + +#### List price + +This is mirrored from the [Service rates](acc-service-rates.md) _Retail charge_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. + +#### Price + +This is the calculated effective price of this part. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Travels List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect. + +#### Net price + +This calculated value is the effective Price field multiplied by the Service Rate Quantity field. + +#### Tax A amount + +Net price multiplied by the selected Tax's A percentage. + +#### Tax B amount + +If the selected Tax does not have a Tax B set this field will be zero. + +If the selected Tax has Tax on Tax checked then this value is (Net price + Tax A amount) multiplied by Tax's B percentage. + +If Tax on Tax is not set then this is Net price multiplied by the selected Tax's B percentage. + +#### Line total + +Net price + Tax A amount + Tax B amount. + +### Travel context menu + +![Work order item travel context menu](img/svc-wo-travels-context-menu.png) + +#### New + +Add a new work order item Travel record to the collection and open it's record in the edit form. + +#### Append Tasks + +Often the list of Tasks from the [Task section ](#tasks) is also the description of the travel performed so this option will append the "task" text of all the Tasks in the current work order item to the [Service details](#service-details) field beneath any other text already entered there. + +#### Mark for deletion + +Flag the selected row work order item travel record to be permanently deleted. When clicked the work order item travel record selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an _Undelete_ button for reversing the delete flag will appear at the top of this work order item travel's edit form. + +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. + +Until the work order is saved it's not actually deleted. + +#### Mark ALL for deletion + +Flag all work order item travels, in this work order item only, to be permanently deleted when the work order is saved. When clicked, all the work order item travels on this work order item will display in the table with lines through them indicating they will be deleted on the next save of the work order and an _Undelete_ button for reversing the delete flag will appear at the top of each work order item travel's edit forms. + +You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server. + +Until the work order is saved the items are not actually deleted. + + + + ## OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO ## Extras info that may or may not be added later