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@@ -263,6 +263,7 @@ todo:3 todo: check out this SPA memory leak detector, it *does* have a login abi
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todo: 1 BUGBUG - loaner item has a default rate but it's not being used on work orders when selected
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todo: 1 BUGBUG - loaner item has a default rate but it's not being used on work orders when selected
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probably also quotes and pm's as well.
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probably also quotes and pm's as well.
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NOTE: v7 didn't have a default rate, not sure why I added it, maybe it's better to remove it?
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NOTE: v7 didn't have a default rate, not sure why I added it, maybe it's better to remove it?
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@@ -274,6 +275,10 @@ todo: 1 should a superuser really have a dashboard?
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todo: 2 adm-import lists a lot of objects that are work order item children etc, I think people mainly want invenotry (which isn't there), customers, ho maybe, whatever is the biggest lists
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todo: 2 adm-import lists a lot of objects that are work order item children etc, I think people mainly want invenotry (which isn't there), customers, ho maybe, whatever is the biggest lists
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so remove unimportable types, implement most desired import types
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so remove unimportable types, implement most desired import types
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todo 2: sb able to make a work order directly from a Unit, Customer or anything tiable to a customer and have it all properly filled in with customer pre-selected and unit if unit sourced
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I see this as a new menu item not from the list of work orders for example (though that should really preselect the customer too)
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todo: 2 or 3 category team view color based on user color?
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todo: 2 or 3 category team view color based on user color?
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check category schedule control docs or implement in my slot override
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check category schedule control docs or implement in my slot override
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docs/8.0/ayanova/docs/img/svc-unit-meter-reading-button.png
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docs/8.0/ayanova/docs/img/svc-wo-unit-meter-reading-button.png
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@@ -1,3 +1,40 @@
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# SVC-METER-READINGS
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# Meter readings
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Any Unit in AyaNova can be enabled to track Meter readings by checking the [Unit metered](svc-units.md#unit-metered) check box in the [Unit edit form](svc-units.md).
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## Notification
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Meter readings can also trigger a `Unit meter reading multiple exceeded` [Notification](home-notify-subscriptions.md).
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## Authorization Roles required
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This form is available to User's with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Business administration
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- Service manager
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- Service technician
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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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- Service technician - restricted
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- Sales
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- Sales - restricted
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## How to access Meter readings
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Meter readings are accessed in the following ways:
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- From the Unit form's [Meter reading button](svc-units.md#meter-reading-button)
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- From a service work order's [Meter reading button](svc-workorders.md#meter-reading-button) displayed below a metered selected Unit on a work order.
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## Meter readings data table
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The Meter readings [data table](ay-start-form-data-tables.md) lists all the Meter readings that are entered for this Unit and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
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## Meter readings edit form
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The Meter readings edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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@@ -1,6 +1,5 @@
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# SVC-UNITS
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# SVC-UNITS
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## Import / Export
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## Import / Export
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Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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@@ -8,3 +7,14 @@ Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-ex
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#### Meter reading button
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If the [Unit metered](#unit-metered) checkbox is checked, the Unit meter reading button will appear beside the checkbox.
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Clicking on this button will open the [Meter readings](svc-meter-readings.md) form where you can view past meter readings or make a new one.
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You can also add a meter reading from a [work order's Unit area](svc-workorders.md#meter-reading-button).
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When a meter reading is added from a work order, the meter reading record is automatically set with a link back to the work order where the Unit meter reading was entered and this work order link displays in the Meter readings data table.
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@@ -449,6 +449,16 @@ All Work order item Unit edit form fields here are **optional** unless specifica
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Selection of the [Customer Unit](svc-units.md) of equipment being serviced. This field is **required**.
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Selection of the [Customer Unit](svc-units.md) of equipment being serviced. This field is **required**.
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#### Meter reading button
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If the selected [Unit](svc-units.md) is set to track [Meter readings](svc-meter-readings.md), the Unit meter reading button will appear below the Unit selected.
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Clicking on this button will open the [Meter readings](svc-meter-readings.md) form where you can view past meter readings or make a new one.
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When a meter reading is added from a work order, the meter reading record is automatically set with a link back to the work order where the Unit meter reading was entered and this work order link displays in the Meter readings data table.
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##### Units with Contracts
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##### Units with Contracts
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When you select a Unit and it has it's own [Contract](svc-contracts.md), AyaNova will ask the user if they want to select that Contract for the work order by setting the work order header Contract field to the Unit's Contract.
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When you select a Unit and it has it's own [Contract](svc-contracts.md), AyaNova will ask the user if they want to select that Contract for the work order by setting the work order header Contract field to the Unit's Contract.
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