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@@ -975,13 +975,6 @@ You can also refresh the page to abandon this and any other changes made locally
Until the work order is saved the items are not actually deleted. Until the work order is saved the items are not actually deleted.
### Travels ### Travels
![Work order item travels](img/svc-wo-travels.png) ![Work order item travels](img/svc-wo-travels.png)
@@ -1121,6 +1114,180 @@ Until the work order is saved the items are not actually deleted.
### Loans
![Work order item loans](img/svc-wo-loans.png)
The Work order item Loans record is where you enter and track [Loaner items](svc-loaners.md) which is equipment loaned / rented to a Customer.
The Loans section of a work order is **optional** and won't be displayed until a work order item loan record is added from the [Work order Items context menu](#work-order-item-context-menu).
It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Loans` customization box.
If more than one loan record is added to the work order item they will be displayed in a table with an edit form below. Selecting a row in the table will switch the edit form below to the row selected.
A work order item can have zero to many separate Work order item loan records as required.
All Work order item loan edit form fields here are **optional** unless marked otherwise.
#### Loan item
This **required** field is where you select the [Loaner items](svc-loaners.md) for this record.
#### Rate
This field specifies the time period of the loan / rental of the loan item. The fixed values avaiable correspond to time periods on the [Loaner items](svc-loaners.md) form where you can enter the prices and costs for each time period provided.
#### Service Start date time
This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when loan began.
If the [Global settings Scheduled / loan default minutes](adm-global-settings.md#scheduled--loan-default-minutes) value is set, AyaNova will automatically set the _Service Stop date time_ and _Quantity_ on new records.
If a stop time is already set, adjusting the start time will cause AyaNova to calculate the _Quantity_ field automatically.
#### Service Stop date time
This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when loan ended.
If the [Global settings Scheduled / loan default minutes](adm-global-settings.md#scheduled--loan-default-minutes) value is set, and the _Service Start date time_ field is empty, AyaNova will automatically set the _Service Start date time_ and _Quantity_ on new records.
If a start time is already set, adjusting the stop time will cause AyaNova to calculate the _Quantity_ field automatically.
#### Service rate quantity
This is hours of service to be recorded / billed. It doesn't have to match the selected time period between the start and stop fields but it's a good idea to do so to avoid confusion.
#### Service rate
This is the [service rate](acc-service-rates.md) that is billable rate for this loan item.
#### User
Here you select the service technician User that provided service.
#### No charge quantity
Enter no charge hours here (Loan that was provided but will not be billed) so that they appear on the stock Customer invoice / work order and other reports and are tracked in the system.
This value is **not deducted** from the _Service rate quantity_ it is simply tracked here so the Customer can see they received some free loan and so that time can be tracked in AyaNova for reporting and business metric purposes.
#### Sales Tax
[Tax](acc-tax-codes.md) to be charged for this Loan.
#### Price override
Manually force the price to a certain value. This override supersedes any other source for the price including Contracts and / or the source object's price itself.
Contract adjusted pricing is not part of the Manual Price Override feature; only values entered by a user manually in this field will be present.
#### Service details
This optional field is used to record the details of the loan provided. Text entered here appears on stock work order and invoice reports as the explanation of loan provided and is (along with all other text entered on a work order) indexed for searching so it can be useful as a reference for future technicians searching for past resolutions to similar problems.
Typically the more technical or complex the loan provided the more details are entered here.
You can also automatically append all Tasks here from the loan context menu.
### Loan table info fields
The loan table contains some read-only fields that are calculated or brought in from other records for reference purposes. Some of these fields are only visible to [higher rights users](#cost-restrictions).
#### Unit of measure
This is mirrored from the [Service rate's](acc-service-rates.md) _Unit charge description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
#### Cost
This is mirrored from the [Service rate's](acc-service-rates.md) _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
#### List price
This is mirrored from the [Service rate's](acc-service-rates.md) _Retail charge_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
#### Price
This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Loans List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect.
#### Net price
This calculated value is the effective Price field multiplied by the Service Rate Quantity field.
#### Tax A amount
Net price multiplied by the selected Tax's A percentage.
#### Tax B amount
If the selected Tax does not have a Tax B set this field will be zero.
If the selected Tax has Tax on Tax checked then this value is (Net price + Tax A amount) multiplied by Tax's B percentage.
If Tax on Tax is not set then this is Net price multiplied by the selected Tax's B percentage.
#### Line total
Net price + Tax A amount + Tax B amount.
### Loan context menu
![Work order item loan context menu](img/svc-wo-loans-context-menu.png)
#### New
Add a new work order item Loan record to the collection and open it's record in the edit form.
#### Append Tasks
Often the list of Tasks from the [Task section ](#tasks) is also the description of the loan performed so this option will append the "task" text of all the Tasks in the current work order item to the [Service details](#service-details) field beneath any other text already entered there.
#### Mark for deletion
Flag the selected row work order item loan record to be permanently deleted.
When clicked the work order item loan record selected will display in the table with a line through it indicating it will deleted on the next save of the work order and an _Undelete_ button for reversing the delete flag will appear at the top of this work order item loan's edit form.
You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server.
Until the work order is saved it's not actually deleted.
#### Mark ALL for deletion
Flag all work order item loans, in this work order item only, to be permanently deleted when the work order is saved.
When clicked, all the work order item loans on this work order item will display in the table with lines through them indicating they will be deleted on the next save of the work order and an _Undelete_ button for reversing the delete flag will appear at the top of each work order item loan's edit forms.
You can also refresh the page to abandon this and any other changes made locally to the work order that have not yet been saved at the server.
Until the work order is saved the items are not actually deleted.
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## Extras info that may or may not be added later ## Extras info that may or may not be added later