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@@ -6,12 +6,12 @@ The Users [form](ay-start-form-overview.md) is used to create and edit Users and
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Users can be selected in AyaNova in the following places:
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- [Memo "To"](home-memos.md#to)
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- [Project "Overseer"](svc-projects.md#project-overseer)
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- [Work order / Quote / PM item Labor "User"](svc-workorders.md#user-labor)
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- [Work order / Quote / PM item Scheduled User "User"](svc-workorders.md#user-scheduled)
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- [Work order / Quote / PM item Task "Completed by User"](svc-workorders.md#user-task)
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- [Work order / Quote / PM item Travels "User"](svc-workorders.md#user-travel)
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- [Memo "To"](home-memos.md#to)
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- [Project "Overseer"](svc-projects.md#project-overseer)
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- [Work order / Quote / PM item Labor "User"](svc-workorders.md#user-labor)
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- [Work order / Quote / PM item Scheduled User "User"](svc-workorders.md#user-scheduled)
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- [Work order / Quote / PM item Task "Completed by User"](svc-workorders.md#user-task)
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- [Work order / Quote / PM item Travels "User"](svc-workorders.md#user-travel)
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## Authorization Roles required
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@@ -19,19 +19,19 @@ Many roles can _select_ this object on other records where approriate. Editing o
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Full access
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- Business administration
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- Business administration
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Read only access
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- Business administration - restricted
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- Business administration - restricted
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## How to access Users
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Users are accessed in the following ways:
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- From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Users` item
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- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User autocomplete list on any other form where users can be selected
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- From any [data table](ay-start-form-data-tables.md) column showing a Users column
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- From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Users` item
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- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User autocomplete list on any other form where users can be selected
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- From any [data table](ay-start-form-data-tables.md) column showing a Users column
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## How Users work
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@@ -172,3 +172,13 @@ If this User is a scheduleable type, this menu option is a shortcut to the work
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#### Labors
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If this User is a scheduleable type, this menu option is a shortcut to the work order item labor data table filtered to show only _this_ User's records.
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#### Send email
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Send an email directly to this User via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).
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This is different than a Memo which is an internal AyaNova message as this will send an email to their email address outside of the AyaNova system.
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@@ -201,4 +201,6 @@ This is a shortcut to create or view prior Preventive maintenance records for a
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Send email directly to this customer via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).
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Send an email directly to this customer via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).
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@@ -144,3 +144,11 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common
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#### Customers
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This is a shortcut to create or view Customers for a head office and opens the [Customer list](customers.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show customers with this head office selected.
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#### Send email
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Send an email directly to this head office via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).
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@@ -8,15 +8,15 @@ Vendors are an important aspect of AyaNova as they save time during selection, t
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Vendors can be selected in AyaNova in the following places:
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- [Purchase Order](inv-purchase-orders.md#vendor)
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- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
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- [Unit model](svc-unit-models.md#unit-model-vendor)
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- [User "Vendor"](adm-users.md#vendor)
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- [Part "Manufacturer"](inv-parts.md#manufacturer)
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- [Part "Wholesaler"](inv-parts.md#wholesaler)
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- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
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- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
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- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
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- [Purchase Order](inv-purchase-orders.md#vendor)
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- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
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- [Unit model](svc-unit-models.md#unit-model-vendor)
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- [User "Vendor"](adm-users.md#vendor)
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- [Part "Manufacturer"](inv-parts.md#manufacturer)
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- [Part "Wholesaler"](inv-parts.md#wholesaler)
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- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
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- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
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- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
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## Authorization Roles required
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@@ -24,18 +24,18 @@ Many roles can _select_ this object on other records where approriate. Editing o
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Full access
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- Accounting
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- Business administration
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- Service manager
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- Inventory
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- Accounting
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- Business administration
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- Service manager
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- Inventory
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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
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- Sales
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- Sales - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales
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- Sales - restricted
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## Import / Export
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@@ -45,9 +45,9 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e
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Vendors are accessed in the following ways:
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- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md)
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- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
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- From any [data table](ay-start-form-data-tables.md) column showing vendors
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- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md)
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- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
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- From any [data table](ay-start-form-data-tables.md) column showing vendors
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## Vendor data table
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@@ -136,4 +136,12 @@ Standard AyaNova object [Address control](ay-start-common-controls.md#address).
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### Menu options
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The Vendor edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-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 Vendor edit form also contains these options.
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#### Send email
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Send an email directly to this vendor via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address).
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