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@@ -28,7 +28,7 @@ The user interface mirrors the logical structure of a work order with a single h
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Let's walk through creating a simple work order:
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Let's walk through creating a simple work order:
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#### Create new work order
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#### Create the new work order
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From the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order
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From the `Service` -> `Work orders` data table click on the new button `+` at the top to create a new work order
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@@ -118,13 +118,13 @@ This is a simple work order so we'll leave the other fields in the header empty
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Next up is to create a new Work order item to specify the equipment to be serviced and to schedule a service technician:
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Next up is to create a new Work order item to specify the equipment to be serviced and to schedule a service technician:
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#### Work order item
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#### Add a work order item
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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:
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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:
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Because there are no existing items there is only one option:
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Because there are no existing items and no item is selected there is only one option:
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@@ -181,22 +181,20 @@ Once we save this work order, Lamar the technician selected will see this item a
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At this point the work order is completed for scheduling purposes.
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At this point the work order is completed for scheduling purposes.
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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:
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#### Entering labor and completing the work order
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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:
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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:
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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:
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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.
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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.
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At this point this work order is completed and ready for invoicing.
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At this point this work order is completed and ready for invoicing.
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## How to use collections
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## How to use collections
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