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@@ -8,30 +8,34 @@ Stock levels are also displayed on the [Inventory table](inv-part-inventory.md)
## Authorization Roles required
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Full access
- Accounting
- Business administration
- Inventory
- Accounting
- Business administration
- Inventory
Read only access
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
## How to access Part stocking levels
Part stocking levels form is accessed in the following ways:
- From the Part form [Part stocking levels](inv-parts.md#available-serial-numbers) menu item
- From the Part form [Part stocking levels menu item](inv-parts.md#available-serial-numbers)
![part menu stocking item](img/inv-part-stocking-levels-part-menu-item.png)
## Part stocking levels edit form
The Part assembly edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
![part stocking levels form](img/inv-part-stocking-levels-edit-form.png)
The Part stocking levels edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
#### Part

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@@ -10,20 +10,20 @@ Inventory must be turned on with the ["Use inventory"](adm-global-settings.md#us
## Authorization Roles required
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Full access
- Accounting
- Business administration
- Inventory
- Accounting
- Business administration
- Inventory
Read only access
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
## Import / Export
@@ -33,10 +33,10 @@ Warehouses can be [imported](adm-import-warehouse.md) into AyaNova and [exported
Warehouses are accessed in the following ways:
- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Warehouses` item to open the Warehouse [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Warehouse autocomplete list on any other form where warehouses can be selected.
- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Warehouses` item to open the Warehouse [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Warehouse autocomplete list on any other form where warehouses can be selected.
- From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md)
- From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md)
## The "Default" warehouse
@@ -50,10 +50,14 @@ Other warehouses created can be edited in any way required but can not be delete
## Warehouses data table
![table](img/inv-part-warehouses.png)
The Warehouses [data table](ay-start-form-data-tables.md) lists all the Warehouses available, provides the '+' link to create a new Warehouse and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
## Warehouse edit form
![edit form](img/inv-part-warehouses-edit-form.png)
The Warehouse edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
The Name field is the only required field on this form, all other fields are optional.
@@ -90,6 +94,8 @@ Optional [attachments control](ay-start-form-attachments.md).
### Menu options
![menu](img/inv-part-warehouses-edit-form-menu.png)
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Warehouse edit form also has these options:
#### Part inventory

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@@ -10,20 +10,20 @@ In AyaNova you can fully track inventory and have all your parts available for q
## Authorization Roles required
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Full access
- Accounting
- Business administration
- Inventory
- Accounting
- Business administration
- Inventory
Read only access
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
## Import / Export
@@ -33,16 +33,20 @@ Parts can be [imported](adm-import-part.md) into AyaNova, [exported](ay-ex-expor
Parts are accessed in the following ways:
- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Parts` item to open the Inventory [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Parts autocomplete list on any other form where parts can be selected such as the Work order, Quote and Preventive Maintenance forms
- From any [data table](ay-start-form-data-tables.md) column showing parts such as the [Inventory transactions table](inv-part-inventory-transactions.md)
- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Parts` item to open the Inventory [data table](ay-start-form-data-tables.md)
- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Parts autocomplete list on any other form where parts can be selected such as the Work order, Quote and Preventive Maintenance forms
- From any [data table](ay-start-form-data-tables.md) column showing parts such as the [Inventory transactions table](inv-part-inventory-transactions.md)
## Parts data table
![table](img/inv-parts.png)
The Parts [data table](ay-start-form-data-tables.md) lists all the Parts available, provides the '+' link to create a new Part and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
## Part edit form
![edit form](img/inv-parts-edit-form.png)
The Part edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
The Name field is the only required field on this form, all other fields are optional.
@@ -133,6 +137,8 @@ Optional [attachments control](ay-start-form-attachments.md).
### Menu options
![menu](img/inv-parts-edit-form-menu.png)
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Part edit form also has these options:
#### Part inventory
@@ -162,4 +168,3 @@ Used to view [Quotes](svc-quotes.md) where this part has been used by opening th
#### Work orders
Used to view [Preventive maintenance orders](svc-pms.md) where this part has been used by opening the Preventive maintenance item parts data table filtered to _this_ part only.