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John Cardinal
2022-04-28 19:03:39 +00:00
parent 0592da3c21
commit 89494d09ae
1 changed files with 15 additions and 17 deletions
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docs/8.0/ayanova/docs/svc-units.md
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@@ -16,18 +16,6 @@ Customer Units can be selected in AyaNova in the following places:
- [Work order / Quote / PM item "Unit"](svc-workorders.md#units) - [Work order / Quote / PM item "Unit"](svc-workorders.md#units)
- [Work order / Quote / PM item outside service "Unit"](svc-workorders.md#outside-services) - [Work order / Quote / PM item outside service "Unit"](svc-workorders.md#outside-services)
00000000000000 CONTINUE HERE DOWN 0000000000000000000000000000000
## 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):
@@ -37,13 +25,12 @@ Full access
- Accounting - Accounting
- Business administration - Business administration
- Service manager - Service manager
- Inventory - Service technician
Read only access Read only access
- Business administration - restricted - Business administration - restricted
- Service manager - restricted - Service manager - restricted
- Service technician
- Sales - Sales
- Sales - restricted - Sales - restricted
@@ -55,9 +42,10 @@ Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-ex
Customer Units are accessed in the following ways: Customer Units are accessed in the following ways:
- From the `Customer Units` navigation pane to open the Customer Units [data table](ay-start-form-data-tables.md) - From the `Service` navigation pane to open the Customer Units [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 Customer Unit autocomplete list on any other form where Customer Units can be selected - By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer Unit autocomplete list on any other form where Customer Units can be selected
- From any [data table](ay-start-form-data-tables.md) column showing Customer Units - From any [data table](ay-start-form-data-tables.md) column showing Customer Units
- From the [Customer Units menu item](customers.md#customer-units) in a Customer's edit form which will open a data table of Customer units filtered to only show Units for that Customer
## Customer Unit data table ## Customer Unit data table
@@ -71,7 +59,7 @@ The Customer Units [data table](ay-start-form-data-tables.md) lists all the Cust
The Customer Unit edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: The Customer Unit edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
### Customer Unit tab ### Unit tab
#### Serial number #### Serial number
@@ -97,6 +85,16 @@ The reason to put the serial number first is to make it faster to select from a
How a unit is displayed in drop down lists for selection in preventive maintenance, quotes and service work order items is determined by the Administrative Global Settings for [Autocomplete list template](adm-global-autocomplete-templates.md) and you can add other fields from the Customer Unit to the autocomplete list search feature if they make sense for your business. For example, you may want to include Unit model names or manufacturers to make it easier to find a particular Unit. How a unit is displayed in drop down lists for selection in preventive maintenance, quotes and service work order items is determined by the Administrative Global Settings for [Autocomplete list template](adm-global-autocomplete-templates.md) and you can add other fields from the Customer Unit to the autocomplete list search feature if they make sense for your business. For example, you may want to include Unit model names or manufacturers to make it easier to find a particular Unit.
#### Customer
#### Description
#### Unit Model
#### Replaced by unit
#### Parent Unit
#### Purchased from #### Purchased from
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