From 50bf10bbdb9acc669c104a78002172c32e15104c Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Thu, 3 Feb 2022 22:28:05 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/svc-workorders.md | 18 ++++++++---------- 1 file changed, 8 insertions(+), 10 deletions(-) diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index 04bf51a1..b1a2a570 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -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. - - - - 00000000000000000000000000000000000000 ## How to use collections