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John Cardinal
2021-06-03 17:46:12 +00:00
parent afe08c08a4
commit 5668deaf4d
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docs/8.0/ayanova/docs/ay-start-changes-from-v7.md
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@@ -51,6 +51,11 @@ Similar to how Tax Codes worked in AyaNova 7, rates will now have their price af
### Service Work orders
#### Flexibility changes
User interface: The user interface for the work order has been designed to reduce the clutter on screen as much as possible while still using the fewest possible clicks to navigate around from section to section. In addition we've ensured that a work order can be fully completed using a device as narrow as a 360 pixel wide smart phone if necessary.
Decoupling of sections to reduce conflict: In v7 an entire work order was updated at once in the database meaning only one person at a time could edit **any part** of that work order and save without conflict. In v8 we have broken out the work order save process into each individual section so the work order Header is one section, a work order Item is another, a work order item part it's own section etc. This means if two (or more) people are working separately in the same work order, as long as what they are not working in the same section there is no conflict. For example two people could be working with two different work order items at the same time and save independantly of each other or two or more people could be entering parts separately in the same work order item without conflict. Note that there are still circumstances where a conflict can occur and we still recommend people take steps to avoid working in the same areas at the same time, but conflicts will be greatly reduced. V8 still uses the first save wins method of conflict resolution so that no one can save and lose their changes without knowing it.
Decoupling of Client: In v7 a Client was tightly connected to a work order and needed to be selected prior to creation of a work order and could not be changed. We've made many behind the scenes structural changes to remove this limitation. In v8 the Customer can be changed at any time for the work order as a whole.
Decoupling of Contract: In v7 a contract was tighly connected to a particular Client and a work order in turn was tighly coupled to the Contract selected. In v8 the work order structure has been changed to allow a Contract to be changed at any time for a work order. Now, a Contract will be automatically applied to a work order if a Customer, Head Office or Unit is selected for the work order and it has no current contract selected. In addition the Contract selected is exposed as a user selectable item so any contract can be applied at any time to any work order or removed if not appropriate.
@@ -61,10 +66,10 @@ Address is now stored with the work order itself rather than being linked to the
#### Customization
Now nearly all fields and sections on the work order form can be removed or made mandatory for entry.
Now nearly all fields and sections on the work order form can be removed or made mandatory for entry. We've made design changes behind the scenes to reduce as much as possible the number of manadatory fields that must be filled in so that users can remove more things from the interface through customization if they don't require them.
#### Custom fields / attachments / wiki
In v7 custom fields, attachments and wiki were supported only in the Work order Item part of the work order. We have now added those to the main Work order itself and the Work order item Unit record in addition to the work order item. So there are now three areas in a work order that support these features. Imported data from v7 will go to the Work order item record the same as v7
In v7 custom fields, attachments and wiki were supported only in the Work order Item part of the work order. We have now added those to the main Work order itself and the Work order item Unit record in addition to the work order item. So there are now three areas in a work order that support these features. Imported data from v7 will go to the Work order item record the same as v7.
#### Inventory / serial numbers
When a work order has a part added / removed or changed, inventory and serial numbers are updated immediately upon save. There is no longer a "Used in service" checkbox to affect inventory; inventory is now considered immediately affected upon save of a work order item part record. This resolves a number of issues that could arise in the past.