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2022-02-03 22:28:05 +00:00
parent a572b30407
commit 50bf10bbdb

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@@ -28,7 +28,7 @@ The user interface mirrors the logical structure of a work order with a single h
Let's walk through creating a simple work order:
#### Create new work order
#### Create the new work order
From the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order
@@ -118,13 +118,13 @@ This is a simple work order so we'll leave the other fields in the header empty
Next up is to create a new Work order item to specify the equipment to be serviced and to schedule a service technician:
#### Work order item
#### Add a work order item
Currently our work order only has a Header, there are no work order items so let's add one now. Work order items are added from the Items context menu:
![Work order walkthrough 14](img/svc-work-order-walk14.png)
Because there are no existing items there is only one option:
Because there are no existing items and no item is selected there is only one option:
![Work order walkthrough 15](img/svc-work-order-walk15.png)
@@ -181,22 +181,20 @@ Once we save this work order, Lamar the technician selected will see this item a
At this point the work order is completed for scheduling purposes.
Once the Unit is serviced by Lamar, he will fill out the billable details in the work order by creating a Work order item Labor record. AyaNova has a shortcut to save time - the Scheduled user record can be turned into a Labor record with a click from the Scheduled Users area context menu:
#### Entering labor and completing the work order
Once the Unit is serviced by Lamar, he will fill out the billable details in the work order by creating a Work order item Labor record. AyaNova has a shortcut to save time - the Scheduled user record can be turned into a Labor record with a click from the Scheduled Users area context menu:
![Work order walkthrough 23](img/svc-work-order-walk23.png)
The *Convert to labor* menu item creates a new work order item Labor record, adds it to the current work order item and copies the details from the Scheduled user record:
The _Convert to labor_ menu item creates a new work order item Labor record, adds it to the current work order item and copies the details from the Scheduled user record:
![Work order walkthrough 24](img/svc-work-order-walk24.png)
All that remains to be done here is for Lamar to optionally enter the details of the work he has done in the *Service details* field which will display on the various reports and be recorded for future reference.
All that remains to be done here is for Lamar to optionally enter the details of the work he has done in the _Service details_ field which will display on the various reports and be recorded for future reference.
At this point this work order is completed and ready for invoicing.
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## How to use collections