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@@ -176,7 +176,9 @@ Each type of collection has it's own particular set of context menu options docu
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A work order has a single Header section which contains information and fields related to the entire work order:
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A work order has a single Header section which contains information and fields related to the entire work order.
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Depending on the state of the work order, the specific role rights the current User has or any [customization](ay-customize.md) of the work order form itself, some fields may not be displayed or not available for editing.
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#### Alert notes area
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@@ -225,6 +227,46 @@ A work order records a moment in time when service was performed so to preserve
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Sometimes you may need to provide service to a location that does not have an set address or a service call on mobile equipment in which case you can use the Address controls Latitude and Longitude fields to enter GPS co-ordinates manually or capture the current location on a mobile device if supported.
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#### Technician signature
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This optional control displays signatures and can be edited by clicking on it to open a signature "pad" that can record pointer or touch movement for a service technician to sign the work order. There is also a Name field provided to ensure the identity of the person who signs.
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Technician signatures also can be displayed on reports such as the stock Customer work order report.
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#### Summary
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This optional field is intended to be a summary of the work to be performed overall. This field is intended to be viewed by the service technician and is displayed at the top of the stock "Service dispatch" report. Some shops work from the user interface directly on mobile devices, some print out dispatch reports to hand to technicians.
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#### Date to be completed
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Optional field to set a date and time by which the work should be completed. This field works with the AyaNova [notification system](home-notify-subscriptions.md) for notifications related to work orders not being completed in a timely manner to help ensure nothing gets lost and response time commitments are honored.
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This field is automatically set if empty when a new work order is first saved if there is a [contract](svc-contracts.md#response-time) with a response time commitment in effect or if the Global setting [Default work order completion age](adm-global-settings.md#default-work-order-completion-age) property is set.
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#### Contract
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This optional field is used to select a [Contract](svc-contracts.md) which is used for providing special pricing and ensuring response time commitments. It will automatically be applied to a new work order when it is first saved if the Customer or Head office has a Contract selected.
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You can change the Contract selected at any time or remove it completely. Contract changes will affect pricing, see the [Contract](svc-contracts.md) help page for details.
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#### Project
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Optionally select a [Project](svc-projects.md) for this Work order.
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#### Invoice number
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Optional field to record an Invoice number when billing the Customer for this work order. Accounting software integration tools may set this field automatically if used.
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Use this field to both record the fact that the Work order has been invoiced and as a link to the Invoice that connects it to this work order.
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#### Service date
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This is an optional date field to identify a single date for the entire service workorder. Its intended use is to indicate the scheduled date for the service workorder as a whole.
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By default, the date the workorder was created is pre-selected for you, but you can edit as needed and change this date.
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The service date is used by the optional Customer notification "Service imminent" which will notify them when service is about to happen if you are allowing the use of the [Customer access](adm-global-settings.md#customer-access-settings) self-service features of AyaNova.
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### Work Order Items
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