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@@ -30,23 +30,23 @@ Many roles can _select_ this object on other records where approriate. Editing o
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Full access
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- Accounting
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- Business administration
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- Service manager
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- Service technician
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- Accounting
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- Business administration
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- Service manager
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- Service technician
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Limited access roles
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- Service technician - restricted
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- Subcontractor
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- Subcontractor - restricted
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- Service technician - restricted
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- Subcontractor
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- Subcontractor - restricted
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Sales
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- Sales - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Sales
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- Sales - restricted
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A Work order also has some special restrictions:
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@@ -54,17 +54,17 @@ A Work order also has some special restrictions:
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Loan unit, Travel rate and Labor **costs** are only visible on the work order to Users with the following roles:
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- Accounting
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- Business administration
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- Service manager
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- Service manager restricted
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- Accounting
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- Business administration
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- Service manager
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- Service manager restricted
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Part **costs** are only visible on the work order to Users with the following roles:
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- Accounting
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- Business administration
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- Inventory
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- Inventory - restricted
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- Accounting
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- Business administration
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- Inventory
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- Inventory - restricted
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Costs to restricted users are not only hidden in the work order user interface but are also sent as zeros in the data from the server when a restricted user fetches a work order object from the AyaNova server.
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@@ -82,9 +82,9 @@ Only parts that were previously consumed on a work order but unusued and later r
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Limited access roles have further special restrictions to limit what they can see and interact with to the minimum required to do their job:
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- No access to the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items so they will only be able to see and open work orders from their [personal schedule](home-schedule.md) form
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- No access to any work order items where _they_ are not one of the selected Scheduled users
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- No or partial only access to specific areas of the work order form (in the table below)
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- No access to the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) items so they will only be able to see and open work orders from their [personal schedule](home-schedule.md) form
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- No access to any work order items where _they_ are not one of the selected Scheduled users
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- No or partial only access to specific areas of the work order form (in the table below)
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Limited access roles are restricted in what they can see and do on the work order form:
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@@ -117,10 +117,10 @@ Limited access roles are restricted in what they can see and do on the work orde
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Work orders are accessed in the following ways:
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- From the [Personal schedule](home-schedule.md) form when scheduled on a work order
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- From the [Service schedule](svc-schedule.md) form for any User scheduled on a work order
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- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Work orders` item to open the Work orders [data table](ay-start-form-data-tables.md)
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- From any [data table](ay-start-form-data-tables.md) column showing Work orders such as the [Customers](customers.md) _Last work order_ column
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- From the [Personal schedule](home-schedule.md) form when scheduled on a work order
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- From the [Service schedule](svc-schedule.md) form for any User scheduled on a work order
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- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Work orders` item to open the Work orders [data table](ay-start-form-data-tables.md)
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- From any [data table](ay-start-form-data-tables.md) column showing Work orders such as the [Customers](customers.md) _Last work order_ column
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## Work orders data table
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@@ -130,10 +130,35 @@ The Work orders [data table](ay-start-form-data-tables.md) lists all the Work or
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## Work order edit form
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The work order edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and additional fiels and features outlined below:
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**Note** - the image below is a work order with **every** optional section included, don't worry, most work orders aren't this complex and sections not used won't even display. You can also [customize](ay-customize.md) this form and remove any fields or entire sections you don't need.
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This form is designed to display as simply as possible and will not display a section unless it's been _added_ to the work order. For example if no Travel records are entered the Travel section is not displayed at all.
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**Note** - the image above is a work order with **every** optional section included, don't worry, most work orders aren't this complex and sections not used won't even display. You can also [customize](ay-customize.md) this form and remove any fields or entire sections you don't need.
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### You can simplify this form
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This form is designed by default to display as simply as possible and will not display a section unless it's been _added_ to the work order.
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For example if no Travel records are entered the Travel section is not displayed at all.
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This means you can use any features you need and unused features will not take up space.
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@@ -187,9 +212,9 @@ Clicking on this button will open the context menu with options for _that_ parti
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Here we see the Labor items context menu. There are three options common to all collections:
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- _New_ `+` option is used to add a new record. The record is added here locally to be filled out in the form below the collection table and later saved to the server.
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- _Mark for deletion_ is available because we have a record selected in the collection table by previously clicking on a row. The record will not be deleted until the entire work order is saved.
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- _Mark all for deletion_ is used to delete **all** records represented by their rows in the collection table. The records will not be deleted until the entire work order is saved.
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- _New_ `+` option is used to add a new record. The record is added here locally to be filled out in the form below the collection table and later saved to the server.
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- _Mark for deletion_ is available because we have a record selected in the collection table by previously clicking on a row. The record will not be deleted until the entire work order is saved.
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- _Mark all for deletion_ is used to delete **all** records represented by their rows in the collection table. The records will not be deleted until the entire work order is saved.
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Each type of collection has it's own particular set of context menu options documented in their sections below.
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@@ -207,9 +232,9 @@ All fields here are **optional** unless specifically stated otherwise.
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The top of the work order is where Alerts are displayed. An alert is a message that is displayed to the User to alert them to something important related to the other objects selected on the work order. Objects that can have alerts that will display here are:
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- Customer [Alert notes](customers.md#alert-notes)
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- Customer [Service tech notes](customers.md#service-tech-notes)
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- Contract [Alert notes](svc-contracts.md#alert-notes)
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- Customer [Alert notes](customers.md#alert-notes)
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- Customer [Service tech notes](customers.md#service-tech-notes)
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- Contract [Alert notes](svc-contracts.md#alert-notes)
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#### Customer
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@@ -781,9 +806,9 @@ Here you can see that the user entered 500 as the Quantity however there were on
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You have two choices here:
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- Request the part by clicking on the "Request 415 more" green link and save the work order to trigger a request for 415 more which will flow through to the inventory system where it appears when the purchase orders [Part requests](inv-purchase-orders.md#part-requests) feature will populate it on to a purchase order. Additionally the request may trigger a notification to any subscribers to the Object created -> work order item part request event if they have [subscribed](home-notify-subscriptions.md) to that event.
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- Request the part by clicking on the "Request 415 more" green link and save the work order to trigger a request for 415 more which will flow through to the inventory system where it appears when the purchase orders [Part requests](inv-purchase-orders.md#part-requests) feature will populate it on to a purchase order. Additionally the request may trigger a notification to any subscribers to the Object created -> work order item part request event if they have [subscribed](home-notify-subscriptions.md) to that event.
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- Change the Quantity to 85 or less and re-save the work order.
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- Change the Quantity to 85 or less and re-save the work order.
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If you request the part, a work order item [part request](#part-requests) record will be created in the local work order and displayed in the work order item Part Requests section below the work order item Parts section:
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@@ -1595,9 +1620,9 @@ This menu option makes a new local copy of the current work order ready to be mo
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Some reasons to duplicate a work order are:
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- as a "template", when a new work order needs to be made that is very similar to an existing one, duplicating it can save entry time by using an existing work order as a "template" to create a new one.
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- as a "template", when a new work order needs to be made that is very similar to an existing one, duplicating it can save entry time by using an existing work order as a "template" to create a new one.
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- splitting apart a work order that has become too large, the work order can be duplicated then items removed from the original and copy to turn one work order into two separate ones.
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- splitting apart a work order that has become too large, the work order can be duplicated then items removed from the original and copy to turn one work order into two separate ones.
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#### Duplicate to Quote
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@@ -1635,11 +1660,11 @@ If this work order was duplicated from a [Quote](svc-quotes.md), this option is
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As some Work order data is not shown or available to restricted Users, several boolean true / false flag fields are provided with the work order header report data which are available to use in Report templates to hide or show sections as required:
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- _IsCompleteRecord_ false if some Work order Item records were removed as not available to current restricted user
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- _UserIsRestrictedType_
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- _UserIsTechRestricted_
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- _UserIsSubContractorFull_
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- _UserIsSubContractorRestricted_
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- _UserCanViewPartCosts_
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- _UserCanViewLaborOrTravelRateCosts_
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- _UserCanViewLoanerCosts_
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- _IsCompleteRecord_ false if some Work order Item records were removed as not available to current restricted user
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- _UserIsRestrictedType_
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- _UserIsTechRestricted_
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- _UserIsSubContractorFull_
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- _UserIsSubContractorRestricted_
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- _UserCanViewPartCosts_
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- _UserCanViewLaborOrTravelRateCosts_
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- _UserCanViewLoanerCosts_
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