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@@ -8,30 +8,34 @@ Stock levels are also displayed on the [Inventory table](inv-part-inventory.md)
## Authorization Roles required ## 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 Full access
- Accounting - Accounting
- Business administration - Business administration
- Inventory - Inventory
Read only access Read only access
- Business administration - restricted - Business administration - restricted
- Inventory - restricted - Inventory - restricted
- Service manager - Service manager
- Service manager - restricted - Service manager - restricted
## How to access Part stocking levels ## How to access Part stocking levels
Part stocking levels form is accessed in the following ways: 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 ## 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 #### 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 ## 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 Full access
- Accounting - Accounting
- Business administration - Business administration
- Inventory - Inventory
Read only access Read only access
- Business administration - restricted - Business administration - restricted
- Inventory - restricted - Inventory - restricted
- Service manager - Service manager
- Service manager - restricted - Service manager - restricted
## Import / Export ## 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: 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) - 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. - 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 ## 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 ## 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). 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 ## 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 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. 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 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: 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 #### 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 ## 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 Full access
- Accounting - Accounting
- Business administration - Business administration
- Inventory - Inventory
Read only access Read only access
- Business administration - restricted - Business administration - restricted
- Inventory - restricted - Inventory - restricted
- Service manager - Service manager
- Service manager - restricted - Service manager - restricted
## Import / Export ## 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: 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) - 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 - 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 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 ## 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). 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 ## 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 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. 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 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: 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 #### Part inventory
@@ -162,4 +168,3 @@ Used to view [Quotes](svc-quotes.md) where this part has been used by opening th
#### Work orders #### 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. 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.