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@@ -41,139 +41,30 @@ The only sources for inventory changes in AyaNova are inventory transactions, [w
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### Inventory is optional
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### Inventory is optional
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AyaNova does not *require* the use of inventory, if it is not something required for your business you can turn off inventory completely in the [global settings form](adm-global-settings.md#use-inventory)
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AyaNova does not _require_ the use of inventory, if it is not something required for your business you can turn off inventory completely in the [global settings form](adm-global-settings.md#use-inventory)
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## Inventory transactions data table
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## Inventory transactions data table
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The Inventory transactions [data table](ay-start-form-data-tables.md) is a view into the inventory block chain showing all prior inventory transactions and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options).
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The Inventory transactions [data table](ay-start-form-data-tables.md) is a view into the inventory block chain showing all prior inventory transactions and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options).
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## XXXXXX edit form
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## Part inventory adjustment edit form
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The Customer edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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When a record is added from the inventory transaction table the part inventory adjustment form opens for making a manual inventory adjustment.
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### Customer tab
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The adjustment form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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#### Name
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#### Description
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This is the name of the customer as it's displayed in forms and reports. This is also the primary identifier when searching for a customer to select in [autocomplete](ay-start-form-autocomplete.md) lists. A customer name must be unique from all other customers entered.
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A required description of the reason for the transaction.
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Keep in mind that this is the Name that Customers will see on reports if provided to them.
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#### Part
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This is the only **required** field on the Customer form. All other fields are optional.
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The [Part](inv-parts.md) being adjusted.
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#### Account number
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#### Part warehouse
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Provided for reference or connecting to another applications matching account number for this customer.
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The [Part warehouse](inv-part-warehouses.md) that needs it's inventory adjusted.
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#### Web address
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#### Quantity
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Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
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Enter the quantity adjustment.
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#### Email
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Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
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#### Phone fields
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Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices.
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These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" however as with all AyaNova form field labels they can be [changed](adm-translations.md) to labels appropriate for your business.
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#### Bill Head office
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If this Customer has a [Head office](head-offices.md) checking this box will cause AyaNova to use the Head Office mailing address on Work orders, Quotes and Preventive Maintenance orders.
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#### Head office
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The [Head office](head-offices.md) feature of AyaNova is a way to group Customers under a common entity.
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Head offices have several purposes in AyaNova:
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- Billing purposes when the bill should go to the Head office for work performed for that Customer
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- [Customer access](adm-global-settings.md#customer-access-settings) self-service features. A Head office [Contact](cust-contacts.md) can use all the Customer access features for all Customers who have their Head office selected depending on the permissions granted.
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- Grouping purposes for management reporting in AyaNova
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#### Contract
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#### Contract expires
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You can select a [Contract](svc-contracts.md) for a Customer in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders.
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When a Contract is selected the `Contract expires` field will be visible. This field controls the time period for which a contract is considered valid and once this date has passed the Contract will no longer be automatically applied.
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See the [Contract documentation](svc-contracts.md) for further details.
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#### Active
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Customers that are set to Active can be selected on new Work orders and other objects that user customers.
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Customers not set to Active will still show in older records but can not be selected for new records; this is how you retire a customer from use.
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#### General notes
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Notes about this record for internal staff use. Notes can also be reported on if desired.
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These notes are only visible in this form.
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#### Service tech notes
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Service tech notes are specific notes that display on work orders, quotes and preventive maintenance orders and are intended as a message to the service technician whenever they deal with this customer. Service tech notes will display as a dark blue alert box with an (i) info icon.
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This field is commonly used to alert a _service technician_ to some unusual aspect of _providing service_ to this Customer, for example there may be special instructions for accessing the site or special requirements around billing or work practices such as safety protocols to follow, where to park etc.
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#### Alert notes
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Customer alert notes are displayed on work orders, quotes and preventive maintenance orders and are intended as a general purpose alert message to _any_ staff member whenever they deal with this customer.
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Alert notes will display as an orange alert box with a triangular /!\ exclamation mark icon.
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This field is commonly used to generally alert _all staff_ about an important issue regarding this customer. For example billing related issues such as "Credit hold - cash only".
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#### Custom fields
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If the form has been [customized](ay-customize.md) and [custom fields](ay-customize.md#custom-fields) enabled for this object they will display here.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing and notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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Optional [attachments control](ay-start-form-attachments.md).
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### Address tab
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Standard AyaNova object [Address control](ay-start-common-controls.md#address).
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### Contacts tab
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The Contacts tab is where you enter information about people associated with the Customer for both contacting purposes and for optionally allowing them to login to use AyaNova's customer self service features.
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See the [Contacts help page](cust-contacts.md) for more details.
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### Menu options
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In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options:
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#### Customer notes
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Opens up the [customer notes](customer-notes.md) form for recording notes about the customer in a dated log format when the general Notes field is not enough.
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This can be used for any purpose but is often used for recording notes about interactions with the Customer for future reference purposes.
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#### Work orders
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This is a shortcut to create or view prior work orders for a customer and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this customer.
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#### Customer Units
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This is a shortcut to create or view prior Unit records for a customer and opens the [Unit list](svc-units.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this customer.
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#### Quotes
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This is a shortcut to create or view prior Quote records for a customer and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this customer.
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#### Preventive maintenance
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This is a shortcut to create or view prior Preventive maintenance records for a customer and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this customer.
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@@ -1,3 +1,4 @@
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# INV-PO-RECEIPTS Placeholder
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# INV-PO-RECEIPTS Placeholder
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#b4beta (is this required or part of po doc? links here?)
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#b4beta (is this required or part of po doc? links here?)
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[UNDER CONSTRUCTION]
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[UNDER CONSTRUCTION]
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HERE NEXT There are some unfinishe4d items above but will keep with the b4beta designation
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