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2022-01-06 16:33:10 +00:00
parent 798c4af6f0
commit 401443a964
6 changed files with 40 additions and 13 deletions

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.vscode/launch.json vendored
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@@ -48,7 +48,7 @@
"AYANOVA_DATA_PATH": "c:\\temp\\ravendata",
"AYANOVA_USE_URLS": "http://*:7575;",
//"AYANOVA_PERMANENTLY_ERASE_DATABASE":"true",
"AYANOVA_SERVER_TEST_MODE": "false",
"AYANOVA_SERVER_TEST_MODE": "true",
//"AYANOVA_REPORT_RENDERING_TIMEOUT":"60",
"AYANOVA_SERVER_TEST_MODE_SEEDLEVEL": "small",
"AYANOVA_BACKUP_PG_DUMP_PATH": "C:\\data\\code\\postgres_14\\bin\\"

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@@ -2,7 +2,9 @@
[UNDER CONSTRUCTION]
The service rates [form](ay-start-form-overview.md) is used indicate charges for providing service on [work orders](svc-workorders.md).
The Service rates [form](ay-start-form-overview.md) is used to edit Service rates.
Service rates are used to indicate charges for providing service on [Work orders](svc-workorders.md).
## Authorization Roles required
@@ -10,17 +12,32 @@ This form is available to User's with the following [roles](ay-biz-admin-roles.m
Full access
- `Accounting`
- `Business administration`
- `Service`
- Accounting
- Business administration
- Service manager
Read only access
- Business administration - restricted
- Service - restricted
- Service manager - restricted
- Service technician
- Sales
Notes to include in docs:
## How to access Service rates
Service rates are accessed in the following ways:
- From the `Accounting` navigation pane `Service rates` item
- By clicking on the [open record icon](ay-start-form-select-list.md#opening-selected-record) any Service rate selection list on any other form where Service rates can be selected such as the Work order, Quote and Preventive Maintenance forms
## How service rates work
Service rates are set on Work orders, Quotes and Preventive Maintenance orders to indicate a charge for service provided.
Service rates can not be edited to change their Cost or Price once they are used on another object in order to protect the historical record. This means that you must make a new service rate if the price or cost needs to be changed.
Data integrity - Service rate values are stored only in the Service rate object and linked to by objects affected by that Service rate (e.g. Work order item Labor record). If a Service rate has been selected on another object the fields affecting price calculations are not editable (Cost, Charge etc). Other fields remain editable as they would not affect past price calculations. when saving a Service rate with price affecting changes, the AyaNova server will check if any objects are found to be using this Service rate and if they are it will not save but instead report back an error with all object types using this rate. Options are to remove or switch the Service rate from the existing in-use objects to be able to edit those fields or simply make a new Service rate.

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@@ -8,8 +8,13 @@ The global settings [form](ay-start-form-overview.md) is used to control Busines
This form is available to User's with the following [roles](ay-biz-admin-roles.md):
- `Business administration` full access
- `Business administration - restricted` read only access
Full access
- Business administration
Read only access
- Business administration - restricted
## Business settings

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@@ -56,7 +56,7 @@ You can also filter by tag and by text combined, for example entering `aul ..sid
Inactive records are not valid for selection in many forms so if you are filtering for an item that is set to Active=false it likely will not appear in your results on most forms by default.
### Opening selected record
If the selection list is displaying objects that you are able to open for editing, an edit icon will appear beside the control and clicking on that icon will directly open the edit form for that record or a empty for for a new record if the special "-" no selection item has been selected. This is a quick way to get to the object from another object's edit form. You will be prompted to save changes first if you have any unsaved changes.
If the selection list is displaying objects that you are able to open for editing, an edit icon will appear beside the control ![edit icon](img/form-select-list-open-record-icon.png) and clicking on that icon will directly open the edit form for that record or a empty for for a new record if the special "-" no selection item has been selected. This is a quick way to get to the object from another object's edit form. You will be prompted to save changes first if you have any unsaved changes.
### Clear button
The select list has a clear button that can be used to quickly erase the contents of the select list to save a step when you want to enter a new filter.

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@@ -6,8 +6,13 @@ AyaNova server should require very little ongoing maintenance, however there are
Operations specific tasks performed within the AyaNova user interface required the following [roles](ay-biz-admin-roles.md):
- `System operations` full access
- `System operations - restricted` read only access
Full access
- System operations
Read only access
- System operations - restricted
The restricted role is ideal for giving access to a non technical staff member to monitor the server operations but not make changes that could break anything.