From 401443a9649306935a95e660281b2a37b6a48ace Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Thu, 6 Jan 2022 16:33:10 +0000 Subject: [PATCH] --- .vscode/launch.json | 2 +- docs/8.0/ayanova/docs/acc-service-rates.md | 31 ++++++++++++++---- docs/8.0/ayanova/docs/adm-global-settings.md | 9 +++-- .../ayanova/docs/ay-start-form-select-list.md | 2 +- .../img/form-select-list-open-record-icon.png | Bin 0 -> 407 bytes docs/8.0/ayanova/docs/ops-maintenance.md | 9 +++-- 6 files changed, 40 insertions(+), 13 deletions(-) create mode 100644 docs/8.0/ayanova/docs/img/form-select-list-open-record-icon.png diff --git a/.vscode/launch.json b/.vscode/launch.json index f525061c..c384240e 100644 --- a/.vscode/launch.json +++ b/.vscode/launch.json @@ -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\\" diff --git a/docs/8.0/ayanova/docs/acc-service-rates.md b/docs/8.0/ayanova/docs/acc-service-rates.md index 26d83735..52837ca4 100644 --- a/docs/8.0/ayanova/docs/acc-service-rates.md +++ b/docs/8.0/ayanova/docs/acc-service-rates.md @@ -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. diff --git a/docs/8.0/ayanova/docs/adm-global-settings.md b/docs/8.0/ayanova/docs/adm-global-settings.md index 2796aab8..865df58e 100644 --- a/docs/8.0/ayanova/docs/adm-global-settings.md +++ b/docs/8.0/ayanova/docs/adm-global-settings.md @@ -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 diff --git a/docs/8.0/ayanova/docs/ay-start-form-select-list.md b/docs/8.0/ayanova/docs/ay-start-form-select-list.md index ef5d05bc..d8d6e7de 100644 --- a/docs/8.0/ayanova/docs/ay-start-form-select-list.md +++ b/docs/8.0/ayanova/docs/ay-start-form-select-list.md @@ -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. diff --git a/docs/8.0/ayanova/docs/img/form-select-list-open-record-icon.png b/docs/8.0/ayanova/docs/img/form-select-list-open-record-icon.png new file mode 100644 index 0000000000000000000000000000000000000000..cd0e2e5869a6b78c26c9953d4645bc2907145414 GIT binary patch literal 407 zcmV;I0cie-P)Px#1ZP1_K>z@;j|==^1poj5Hc(7dMgRZ*_V)Ivsi}2!b(ol#<>lp%kB@$Se%;;O z?(Xh~hlik`pxoTthK7c^y1L8D%a@mzp`oFpTa_mO000SaNLh0L01m?d01m?e$8V@) z0002$Nkl