From 336167b2358e917e390d024c3206ea50afbb57c8 Mon Sep 17 00:00:00 2001
From: John Cardinal <support@ayanova.com>
Date: Mon, 7 Feb 2022 22:46:41 +0000
Subject: [PATCH]

---
 .../docs/img/svc-wo-travels-context-menu.png  | Bin 0 -> 10944 bytes
 docs/8.0/ayanova/docs/svc-workorders.md       | 144 +++++++++++-------
 2 files changed, 92 insertions(+), 52 deletions(-)
 create mode 100644 docs/8.0/ayanova/docs/img/svc-wo-travels-context-menu.png

diff --git a/docs/8.0/ayanova/docs/img/svc-wo-travels-context-menu.png b/docs/8.0/ayanova/docs/img/svc-wo-travels-context-menu.png
new file mode 100644
index 0000000000000000000000000000000000000000..f8bd56864a6e2d27da48a574962fada16cfb9996
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diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md
index f4fbb2d6..ae17d382 100644
--- a/docs/8.0/ayanova/docs/svc-workorders.md
+++ b/docs/8.0/ayanova/docs/svc-workorders.md
@@ -391,7 +391,9 @@ Note that this is a _copy_ operation, not a move. To move, copy first, save and
 
 #### Mark for deletion
 
-Flag this work order item and **all** it's grand child collection to be permanently deleted. When clicked the work order item 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 items edit form.
+Flag this work order item and **all** it's grand child collection to be permanently deleted. 
+
+When clicked the work order item 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 items 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.
 
@@ -399,7 +401,9 @@ Until the work order is saved it's not actually deleted.
 
 #### Mark ALL for deletion
 
-Flag all work order items on this work order and **all** their grand children to be permanently deleted when the work order is saved. When clicked all the work order items on this work order will display in the table with a 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's edit forms.
+Flag all work order items on this work order and **all** their grand children to be permanently deleted when the work order is saved. 
+
+When clicked all the work order items on this work order will display in the table with a 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'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.
 
@@ -415,7 +419,9 @@ This menu option will appear if this work order item was migrated from an older
 
 The Work order item Unit is where you select a Customer owned Unit to be serviced. It's not necessary to choose a Unit here but it's a good idea if there is equipment being serviced because it will then be tracked in AyaNova and enable many additional features.
 
-The Units section of a work order is **optional** and won't be displayed until a Unit 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.Units` customization box.
+The Units section of a work order is **optional** and won't be displayed until a Unit 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.Units` customization box.
 
 If more than one Unit 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 the row selected.
 
@@ -501,7 +507,9 @@ If this is not a concern or you do specifically want the **total** parts and lab
 
 #### Mark for deletion
 
-Flag the selected row work order item Unit to be permanently deleted. When clicked the work order item Unit 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 Unit's edit form.
+Flag the selected row work order item Unit to be permanently deleted. 
+
+When clicked the work order item Unit 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 Unit'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.
 
@@ -509,7 +517,9 @@ Until the work order is saved it's not actually deleted.
 
 #### Mark ALL for deletion
 
-Flag all work order item Units in this work order item only to be permanently deleted when the work order is saved. When clicked all the work order item Units 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 Unit's edit forms.
+Flag all work order item Units in this work order item only to be permanently deleted when the work order is saved. 
+
+When clicked all the work order item Units 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 Unit'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.
 
@@ -523,9 +533,11 @@ The Work order item Scheduled User record is where you schedule a service techni
 
 In addition [notifications](home-notify-subscriptions.md) may be triggered for Users that are subscribed to them so they are aware that they have been scheduled for service.
 
-The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User 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.Scheduled Users` customization box.
+The Scheduled Users section of a work order is **optional** and won't be displayed until a Schedule User record is added from the [Work order Items context menu](#work-order-item-context-menu). 
 
-If more than one Scheduled User 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.
+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.Scheduled Users` customization box.
+
+If more than one Scheduled User 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 the row selected.
 
 A work order item can have zero to many separate Work order item scheduled user records as required.
 
@@ -533,7 +545,7 @@ All Work order item Scheduled User edit form fields here are **optional** but it
 
 #### 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 scheduled point in time when service should begin.
+This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the scheduled point in time when service should begin.
 
 If the [Global settings Scheduled / labor default minutes](adm-global-settings.md#scheduled--labor-default-minutes) value is set, AyaNova will automatically set the _Stop date time_ and _Estimated quantity_ on new records.
 
@@ -541,7 +553,7 @@ If a stop time is already set, adjusting the start time will cause AyaNova to ca
 
 #### 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 scheduled point in time when service should stop.
+This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the scheduled point in time when service should stop.
 
 If the [Global settings Scheduled / labor default minutes](adm-global-settings.md#scheduled--labor-default-minutes) value is set, and the _Start date time_ field is empty, AyaNova will automatically set the _Start date time_ and _Estimated quantity_ on new records.
 
@@ -579,7 +591,9 @@ This option doesn't require any scheduled user record rows to be selected as it
 
 #### Mark for deletion
 
-Flag the selected row work order item scheduled user record to be permanently deleted. When clicked the work order item scheduled user 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 scheduled user's edit form.
+Flag the selected row work order item scheduled user record to be permanently deleted. 
+
+When clicked the work order item scheduled user 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 scheduled user'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.
 
@@ -587,7 +601,9 @@ Until the work order is saved it's not actually deleted.
 
 #### Mark ALL for deletion
 
-Flag all work order item scheduled users in this work order item only to be permanently deleted when the work order is saved. When clicked all the work order item scheduled users 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 scheduled user's edit forms.
+Flag all work order item scheduled users in this work order item only to be permanently deleted when the work order is saved. 
+
+When clicked all the work order item scheduled users 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 scheduled user'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.
 
@@ -599,7 +615,9 @@ Until the work order is saved the items are not actually deleted.
 
 The Work order item Tasks feature is used to provide a check list of tasks to be performed and is useful for providing standardized service that ensures technician's follow each step. Tasks can be created uniquely per work order or selected from a pre-made list of tasks entered previously in a [Task Group](svc-task-groups.md).
 
-The Tasks section of a work order is **optional** and won't be displayed until a Task 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.Tasks` customization box.
+The Tasks section of a work order is **optional** and won't be displayed until a Task 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.Tasks` customization box.
 
 If more than one Task 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 the row selected.
 
@@ -649,7 +667,9 @@ Select the desired task group and click _Add_ to append them all to the current
 
 #### Mark for deletion
 
-Flag the selected row work order item task record to be permanently deleted. When clicked the work order item task 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 task's edit form.
+Flag the selected row work order item task record to be permanently deleted. 
+
+When clicked the work order item task 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 task'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.
 
@@ -657,7 +677,9 @@ Until the work order is saved it's not actually deleted.
 
 #### Mark ALL for deletion
 
-Flag all work order item tasks, in this work order item only, to be permanently deleted when the work order is saved. When clicked, all the work order item tasks 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 task's edit forms.
+Flag all work order item tasks, in this work order item only, to be permanently deleted when the work order is saved. 
+
+When clicked, all the work order item tasks 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 task'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.
 
@@ -669,9 +691,11 @@ Until the work order is saved the items are not actually deleted.
 
 The Work order item Parts record is where you enter parts consumed during service. If inventory is [turned on](adm-global-settings.md#use-inventory) parts entered here will be **removed from inventory** the moment the work order is saved.
 
-The Parts section of a work order is **optional** and won't be displayed until a work order item part 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.Parts` customization box.
+The Parts section of a work order is **optional** and won't be displayed until a work order item part record is added from the [Work order Items context menu](#work-order-item-context-menu). 
 
-If more than one part 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.
+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.Parts` customization box.
+
+If more than one part 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 the row selected.
 
 A work order item can have zero to many separate Work order item part records as required.
 
@@ -725,7 +749,7 @@ The part table contains some read-only fields that are calculated or brought in
 
 #### Part description
 
-This is mirrored from the [Part](inv-parts.md) records _Part description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
+This is mirrored from the [Part](inv-parts.md) record _Part description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
 
 #### UPC
 
@@ -733,11 +757,11 @@ This is mirrored from the [Part](inv-parts.md) record UPC code field and can be
 
 #### Unit of measure
 
-This is mirrored from the [Part](inv-parts.md) records _Unit of measure_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
+This is mirrored from the [Part](inv-parts.md) record _Unit of measure_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
 
 #### Cost
 
-This is mirrored from the [Part](inv-parts.md) records _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
+This is mirrored from the [Part](inv-parts.md) record _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
 
 #### List price
 
@@ -745,7 +769,7 @@ This is mirrored from the [Part](inv-parts.md) record _Retail_ field and can be
 
 #### 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 Parts List price as is, or adjusted if there is a Contract with a Part price adjustment in effect.
+This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Parts List price as is, or adjusted if there is a Contract with a Part price adjustment in effect.
 
 #### Net price
 
@@ -793,7 +817,9 @@ Select the desired part assembly and part warehouse and click _Add_ to append th
 
 #### Mark for deletion
 
-Flag the selected row work order item part record to be permanently deleted. When clicked the work order item part 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 part's edit form.
+Flag the selected row work order item part record to be permanently deleted. 
+
+When clicked the work order item part 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 part'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.
 
@@ -801,7 +827,9 @@ Until the work order is saved it's not actually deleted.
 
 #### Mark ALL for deletion
 
-Flag all work order item parts, in this work order item only, to be permanently deleted when the work order is saved. When clicked, all the work order item parts 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 part's edit forms.
+Flag all work order item parts, in this work order item only, to be permanently deleted when the work order is saved. 
+
+When clicked, all the work order item parts 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 part'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.
 
@@ -813,9 +841,11 @@ Until the work order is saved the items are not actually deleted.
 
 The Work order item Labors record is where you enter labor provided during service.
 
-The Labors section of a work order is **optional** and won't be displayed until a work order item labor 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.Labors` customization box.
+The Labors section of a work order is **optional** and won't be displayed until a work order item labor record is added from the [Work order Items context menu](#work-order-item-context-menu). 
 
-If more than one labor 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.
+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.Labors` customization box.
+
+If more than one labor 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 the row selected.
 
 A work order item can have zero to many separate Work order item labor records as required.
 
@@ -823,7 +853,7 @@ All Work order item labor 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 labor began.
+This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when labor began.
 
 If the [Global settings Scheduled / labor default minutes](adm-global-settings.md#scheduled--labor-default-minutes) value is set, AyaNova will automatically set the _Service Stop date time_ and _Quantity_ on new records.
 
@@ -831,7 +861,7 @@ If a stop time is already set, adjusting the start time will cause AyaNova to ca
 
 #### 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 labor ended.
+This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when labor ended.
 
 If the [Global settings Scheduled / labor default minutes](adm-global-settings.md#scheduled--labor-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.
 
@@ -851,7 +881,9 @@ Here you select the service technician User that provided service.
 
 #### No charge quantity
 
-Enter no charge hours here (Labor 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 labor and so that time can be tracked in AyaNova for reporting and business metric purposes.
+Enter no charge hours here (Labor 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 labor and so that time can be tracked in AyaNova for reporting and business metric purposes.
 
 #### Sales Tax
 
@@ -877,19 +909,19 @@ The labor table contains some read-only fields that are calculated or brought in
 
 #### 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.
+This is mirrored from the [Service rate's](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.
+This is mirrored from the [Service rate's](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.
+This is mirrored from the [Service rate's](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 Labors List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect.
+This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Labors List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect.
 
 #### Net price
 
@@ -925,7 +957,9 @@ Often the list of Tasks from the [Task section ](#tasks) is also the description
 
 #### Mark for deletion
 
-Flag the selected row work order item labor record to be permanently deleted. When clicked the work order item labor 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 labor's edit form.
+Flag the selected row work order item labor record to be permanently deleted. 
+
+When clicked the work order item labor 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 labor'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.
 
@@ -933,7 +967,9 @@ Until the work order is saved it's not actually deleted.
 
 #### Mark ALL for deletion
 
-Flag all work order item labors, in this work order item only, to be permanently deleted when the work order is saved. When clicked, all the work order item labors 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 labor's edit forms.
+Flag all work order item labors, in this work order item only, to be permanently deleted when the work order is saved. 
+
+When clicked, all the work order item labors 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 labor'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.
 
@@ -950,11 +986,13 @@ Until the work order is saved the items are not actually deleted.
 
 ![Work order item travels](img/svc-wo-travels.png)
 
-The Work order item Travel record is where you enter travel provided required during service.
+The Work order item Travel record is where you enter travel required to provide 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.
+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). 
 
-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.
+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 the row selected.
 
 A work order item can have zero to many separate Work order item travel records as required.
 
@@ -962,7 +1000,7 @@ All Work order item travel edit form fields here are **optional**.
 
 #### Start date
 
-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.
+This field is a [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 travel default minutes](adm-global-settings.md#travel-default-minutes) value is set, AyaNova will automatically set the _Stop date_ and _Quantity_ on new records.
 
@@ -970,7 +1008,7 @@ If a stop time is already set, adjusting the start time will cause AyaNova to ca
 
 #### Stop date
 
-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.
+This field is a [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 travel default minutes](adm-global-settings.md#travel-default-minutes) value is set, and the _Start date_ field is empty, AyaNova will automatically set the _Start date_ and _Quantity_ on new records.
 
@@ -990,11 +1028,13 @@ This is the [travel rate](acc-travel-rates.md) that is billable rate for this tr
 
 #### User
 
-Here you select the service technician User that provided service.
+Here you select the service technician User that had to travel to provide 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.
+Enter no charge hours here (Travel that was required 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 _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
 
@@ -1008,7 +1048,7 @@ Contract adjusted pricing is not part of the Manual Price Override feature; only
 
 #### Travel 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 required.
+This optional field is used to record the details of the travel required. Text entered here appears on stock work order and invoice reports as the explanation of travel required.
 
 ### Travel table info fields
 
@@ -1016,23 +1056,23 @@ The travel table contains some read-only fields that are calculated or brought i
 
 #### 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.
+This is mirrored from the [Travel rate's](acc-travel-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.
+This is mirrored from the [Travel rate's](acc-travel-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.
+This is mirrored from the [Travel rate's](acc-travel-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 Travel's List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect.
+This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Travel's List price as is, or adjusted if there is a Contract with a Travel rate price adjustment in effect.
 
 #### Net price
 
-This calculated value is the effective Price field multiplied by the Service Rate Quantity field.
+This calculated value is the effective Price field multiplied by the Quantity field.
 
 #### Tax A amount
 
@@ -1058,13 +1098,11 @@ Net price + Tax A amount + Tax B amount.
 
 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.
+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.
 
@@ -1072,7 +1110,9 @@ 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.
+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.