From 9d8a603516320bd9a6f561e8b7b19c39fd224903 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Fri, 14 Jan 2022 18:27:38 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/acc-tax-codes.md | 4 +- docs/8.0/ayanova/docs/adm-global-logo.md | 21 ++++----- docs/8.0/ayanova/docs/adm-global-seeds.md | 52 ++++++++++++++++++++--- 3 files changed, 59 insertions(+), 18 deletions(-) diff --git a/docs/8.0/ayanova/docs/acc-tax-codes.md b/docs/8.0/ayanova/docs/acc-tax-codes.md index cc2cac48..4c44d52f 100644 --- a/docs/8.0/ayanova/docs/acc-tax-codes.md +++ b/docs/8.0/ayanova/docs/acc-tax-codes.md @@ -2,9 +2,9 @@ [UNDER CONSTRUCTION] -The Tax codes [form](ay-start-form-overview.md) is used to edit Tax codes. +The Tax codes [form](ay-start-form-overview.md) is used to create and edit taxes in AyaNova. -Tax codes are used to indicate and calculate taxes on [Work orders](svc-workorders.md). +Tax codes are used to indicate and calculate charge and cost taxes in several areas of AyaNova including on [Work orders](svc-workorders.md). ## Authorization Roles required diff --git a/docs/8.0/ayanova/docs/adm-global-logo.md b/docs/8.0/ayanova/docs/adm-global-logo.md index 341b4f18..ad3de989 100644 --- a/docs/8.0/ayanova/docs/adm-global-logo.md +++ b/docs/8.0/ayanova/docs/adm-global-logo.md @@ -1,35 +1,36 @@ -# ADM-GLOBAL-LOGO +# Business logos -## Overview +## Overview -This form is where you upload your business logo's if you wish to customize the login form or display your logo on reports. +This form is used to upload your business logo if you wish to customize the login form or display your logo on reports. If you do not want to customize the login form and only want a logo for reporting then you would only need to provide the Small sized logo. If you provide a Medium or Large sized logo they will automatically be used by the Login form in place of the standard AyaNova logo. ## Maximum logo file size -Maximum file size allowed for any logo is 512KiB (512000 bytes) however you should ensure your logo is as small a file size as possible while still maintaining visual quality. Under 100kb is a good rule of thumb. + +Maximum file size allowed for any logo is 512KiB (512000 bytes) however you should ensure your logo is as small a file size as possible while still maintaining visual quality. Under 100kb is a good rule of thumb. ## Recommended logo dimensions + You can use any dimensions that meet your needs, here are some appropriate starting points: Large logo: 600 pixels width by 200 pixels height Medium logo: 300 pixels width by 100 pixels height Small logo: 150 pixels width by 50 pixels height - ## Login form -AyaNova will attempt to show the most appropriate logo for the device's screen size automatically. +AyaNova will attempt to show the most appropriate logo for the device's screen size automatically. -The *Medium* logo is shown on all devices narrower than 960 pixels. +The _Medium_ logo is shown on all devices narrower than 960 pixels. The narrowest display AyaNova layout supports is 360 pixels wide; a good maximum width for the medium logo is 300 pixels. -The *Large* logo is shown on any device wider than 959 pixels. +The _Large_ logo is shown on any device wider than 959 pixels. -The *Small* logo is not used on the login form and is intended to be used only for reporting purposes. +The _Small_ logo is not used on the login form and is intended to be used only for reporting purposes. ## Reporting -Logos are also available to the reporting system and can be added using the [report editor](ay-report-edit.md) \ No newline at end of file +Logos are also available to the reporting system and can be added using the [report editor](ay-report-edit.md) diff --git a/docs/8.0/ayanova/docs/adm-global-seeds.md b/docs/8.0/ayanova/docs/adm-global-seeds.md index e4d393f5..c44e6d63 100644 --- a/docs/8.0/ayanova/docs/adm-global-seeds.md +++ b/docs/8.0/ayanova/docs/adm-global-seeds.md @@ -1,13 +1,53 @@ -# ADM-GLOBAL-SEEDS +# Seed numbers -[under construction] +The "seed numbers" form is used to change the automatically assigned serial / "seed" numbers (displayed in forms as the "Number" field) of [Purchase orders](inv-purchase-orders.md), [work orders](svc-workorders.md), [quotes](svc-quotes.md) and [preventive maintenance orders](svc-pms.md). -#b4beta +## Authorization Roles required -Set next starting serial number for serialized objects. +This form is available to User's with the following [roles](ay-biz-admin-roles.md): -Must be greater than 0 and less than 3 billion +Full access + +- Business administration + +Read only access + +- Business administration - restricted + +## How to access Seed numbers + +From the `Administration` navigation pane [Global settings form](adm-global-settings.md) click on the `Set next seed number` button. + +## How seed numbers work + +AyaNova works with the PostgreSQL database server to automatically assign serial numbers to AyaNova objects and this setting allows you to change the starting ("seed") number that will be applied to the _next_ record made for that type of object. + +The value you see in the seed number form for each type of object is the _next_ number that will be assigned to that object automatically. + +### Why change the seed? + +It is not necessary to change the seed, however there may be some valid reasons to do so: + +Existing numbers - in cases where a manual system or other system was in use it may be helpful to start the new numbers higher than any existing ones to avoid confusion. + +No existing numbers / marketing - in cases where there are no prior numbers some companies, particularly new ones, may prefer to start their customer-visible numbers for objects such as quotes to a higher starting number than 1 as they may feel that low numbers could imply that the company is inexperienced. + +Reset - over many years the numbers may just become so large that it is more practical to reset them again to a lower starting number. If the number 100 was used 5 years ago it may not matter that it is then re-used as there is no confusion likely. + +### Duplicates allowed AyaNova allows duplicate serial numbers and does not skip existing numbers when generating new ones so if you set it lower than the highest existing record you will end up with multiple objects with the same serial. -i.e. highest po serial is 500, set it to 490 the next po will be serial 490 and there will be two 490's etc. \ No newline at end of file +### Fixing duplicates / changing object serial numbers + +A user with a management level role is allowed to edit the serial numbers on existing objects and change them in their edit forms. + +### Allowed number range + +Seed numbers must be greater than 0 and less than 3 billion. + +### Before you change the seed + +The seed numbers displayed in the form are the next seed number that will be assigned in that moment in time that you opened the seed number form. It will not update if more serial numbers are consumed by other users since the form was opened. + +Therefore it is important to ensure that **no other users are creating** those types of objects when you make an ajustment to the starting seed in order to avoid duplicates.