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@@ -6,20 +6,20 @@ In addition it can be used to drive a variety of reports for inventory reconcili
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## Authorization Roles required
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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):
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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):
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Full access
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- Accounting
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- Business administration
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- Inventory
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- Accounting
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- Business administration
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- Inventory
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Read only access
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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## Import / Export
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@@ -29,7 +29,7 @@ Inventory can be [imported](adm-import-inventory.md) into AyaNova and [exported]
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Inventory transactions are accessed in the following ways:
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- 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)
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- 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)
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## How inventory works
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@@ -37,6 +37,8 @@ The inventory tracking system in AyaNova is documented in the [part inventory tr
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## Inventory data table
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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).
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Rows in this table show each unique Part and warehouse combination individually.
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@@ -87,9 +89,9 @@ This is the current Active setting for the [Part](inv-parts.md).
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#### Inventory Id
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Last inventory transaction ID for this part.
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Last inventory transaction Id for this part.
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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.
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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.
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Clicking on this field will show the history of the transaction represented by this Id.
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@@ -119,24 +121,8 @@ The Tags selected on this Part's [Tags](inv-parts.md#tags).
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## Part inventory adjustment edit form
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When a record is added from the inventory table the part inventory adjustment form opens for making a manual part inventory transaction adjustment.
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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.
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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.
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The adjustment form has all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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#### Description
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A required description of the reason for the transaction.
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#### Part
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The [Part](inv-parts.md) being adjusted.
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#### Part warehouse
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The [Part warehouse](inv-part-warehouses.md) that needs it's inventory adjusted.
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#### Quantity
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Enter the quantity adjustment.
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See the [Part inventory adjustment form](inv-part-inventory-transactions.md#part-inventory-adjustment-edit-form) manual topic for details.
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@@ -2,10 +2,14 @@
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The Part requests data table shows [Work order part requests](svc-workorders.md#part-requests) in AyaNova.
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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.
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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.
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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.
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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.
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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.
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@@ -14,29 +18,31 @@ Part requests are fulfilled via the Purchase order's [Part requests](inv-purchas
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## Authorization Roles required
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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):
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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):
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Full access
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- Accounting
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- Business administration
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- Inventory
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- Accounting
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- Business administration
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- Inventory
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Read only access
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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## How to access Part requests
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Part requests are accessed in the following ways:
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- 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)
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- 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)
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## Part requests data table
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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).
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### Part requests data table columns
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@@ -91,7 +97,7 @@ The value entered into the Part's [UPC](inv-parts.md#upc) field.
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#### Ordered from
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The value entered into the Purchase order's [Vendor](inv-purchase-orders.md#vendor) field.
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The value entered into the Purchase order's [Vendor](inv-purchase-orders.md#vendor) field.
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#### Wholesaler
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