diff --git a/docs/8.0/ayanova/docs/img/inv-part-inventory.png b/docs/8.0/ayanova/docs/img/inv-part-inventory.png new file mode 100644 index 00000000..42373765 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/inv-part-inventory.png differ diff --git a/docs/8.0/ayanova/docs/img/inv-part-requests-wo-example.png b/docs/8.0/ayanova/docs/img/inv-part-requests-wo-example.png new file mode 100644 index 00000000..0024b2b0 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/inv-part-requests-wo-example.png differ diff --git a/docs/8.0/ayanova/docs/img/inv-part-requests-wo-table.png b/docs/8.0/ayanova/docs/img/inv-part-requests-wo-table.png new file mode 100644 index 00000000..f4588687 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/inv-part-requests-wo-table.png differ diff --git a/docs/8.0/ayanova/docs/img/inv-part-requests.png b/docs/8.0/ayanova/docs/img/inv-part-requests.png new file mode 100644 index 00000000..470af4b3 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/inv-part-requests.png differ diff --git a/docs/8.0/ayanova/docs/inv-part-inventory.md b/docs/8.0/ayanova/docs/inv-part-inventory.md index 0e32c860..404194ae 100644 --- a/docs/8.0/ayanova/docs/inv-part-inventory.md +++ b/docs/8.0/ayanova/docs/inv-part-inventory.md @@ -6,20 +6,20 @@ In addition it can be used to drive a variety of reports for inventory reconcili ## 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 -- Accounting -- Business administration -- Inventory +- Accounting +- Business administration +- Inventory Read only access -- Business administration - restricted -- Inventory - restricted -- Service manager -- Service manager - restricted +- Business administration - restricted +- Inventory - restricted +- Service manager +- Service manager - restricted ## Import / Export @@ -29,7 +29,7 @@ Inventory can be [imported](adm-import-inventory.md) into AyaNova and [exported] Inventory transactions are accessed in the following ways: -- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part Inventory` 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) `Part Inventory` item to open the Inventory [data table](ay-start-form-data-tables.md) ## How inventory works @@ -37,6 +37,8 @@ The inventory tracking system in AyaNova is documented in the [part inventory tr ## Inventory data table +![table](img/inv-part-inventory.png) + The Inventory [data table](ay-start-form-data-tables.md) is an overview of the current state of inventory related data for each part / warehouse combination and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options). Rows in this table show each unique Part and warehouse combination individually. @@ -87,9 +89,9 @@ This is the current Active setting for the [Part](inv-parts.md). #### Inventory Id -Last inventory transaction ID for this part. +Last inventory transaction Id for this part. -This data table doesn't have a natural Id value since it pulls in data from many locations so this field provides a unique id value in order to be able to select individual records for reporting and other bulk operations. +Unlike most other tables showing objects in AyaNova, this data table doesn't have a natural Id value since it pulls in data from many locations so this field provides a unique id value in order to be able to select individual records for reporting and other bulk operations. Clicking on this field will show the history of the transaction represented by this Id. @@ -119,24 +121,8 @@ The Tags selected on this Part's [Tags](inv-parts.md#tags). ## Part inventory adjustment edit form -When a record is added from the inventory table the part inventory adjustment form opens for making a manual part inventory transaction adjustment. +When a record is added from the inventory table the [Part inventory adjustment form](inv-part-inventory-transactions.md#part-inventory-adjustment-edit-form) opens in order to enter a manual part inventory transaction adjustment. Adjustments made can be viewed in the [Inventory transactions](inv-part-inventory-transactions.md) form as well as updated in the values showing in this inventory table on refresh. -The adjustment form has all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields: - -#### Description - -A required description of the reason for the transaction. - -#### Part - -The [Part](inv-parts.md) being adjusted. - -#### Part warehouse - -The [Part warehouse](inv-part-warehouses.md) that needs it's inventory adjusted. - -#### Quantity - -Enter the quantity adjustment. +See the [Part inventory adjustment form](inv-part-inventory-transactions.md#part-inventory-adjustment-edit-form) manual topic for details. diff --git a/docs/8.0/ayanova/docs/inv-part-requests.md b/docs/8.0/ayanova/docs/inv-part-requests.md index d8b7e5b8..92aa0084 100644 --- a/docs/8.0/ayanova/docs/inv-part-requests.md +++ b/docs/8.0/ayanova/docs/inv-part-requests.md @@ -2,10 +2,14 @@ The Part requests data table shows [Work order part requests](svc-workorders.md#part-requests) in AyaNova. -Part requests are created when a service technician enters a part on a work order and selects a quantity greater than the amount currently in stock. +Part requests are created when a service technician enters a part on a work order and selects a quantity greater than the amount currently in stock. + +![request](img/inv-part-requests-wo-example.png) They are prompted if they want to request the balance and if they choose to do so, a work order item part request record is made. +![requests](img/inv-part-requests-wo-table.png) + Part requests are used by the Purchase order [Part requests](inv-purchase-orders.md#part-requests) feature to populate a new purchase order with the quantity needed to fulfil the service technician's required quantity specified on each work order. This list is provided to give the Inventory users an overview of the state of requested parts and is also helpful when receiving inquiries about the state of parts requested. @@ -14,29 +18,31 @@ Part requests are fulfilled via the Purchase order's [Part requests](inv-purchas ## 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 -- Accounting -- Business administration -- Inventory +- Accounting +- Business administration +- Inventory Read only access -- Business administration - restricted -- Inventory - restricted -- Service manager -- Service manager - restricted +- Business administration - restricted +- Inventory - restricted +- Service manager +- Service manager - restricted ## How to access Part requests Part requests are accessed in the following ways: -- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part Requests` item to open the Part requests [data table](ay-start-form-data-tables.md) +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part Requests` item to open the Part requests [data table](ay-start-form-data-tables.md) ## Part requests data table +![table](img/inv-part-requests.png) + The Part requests [data table](ay-start-form-data-tables.md) is an overview of the current state of [Work order part requests](svc-workorders.md#part-requests) and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options). ### Part requests data table columns @@ -91,7 +97,7 @@ The value entered into the Part's [UPC](inv-parts.md#upc) field. #### Ordered from -The value entered into the Purchase order's [Vendor](inv-purchase-orders.md#vendor) field. +The value entered into the Purchase order's [Vendor](inv-purchase-orders.md#vendor) field. #### Wholesaler