devdocs/todo.txt

@@ -1,19 +1,18 @@
 # now
 
 
-TEST IMPORT FILE OPEN ON iPad device as the file input accept type may not work with apple
-
 Docs completion
 	search for ![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
 	less than 30 so that's good! :)
 
-Docs could use images on every page of each item, people like images and they may read the docs rather than look at the app so it's nice to show them
+Image all the prior docs: Docs could use images on every page of each item, people like images and they may read the docs rather than look at the app so it's nice to show them
+Add where items are selected to all prior docs just as it's been done at the top of the vendors doc which goes a long way to have users understand the purpose of each type of object and why they might want to use it
+
+TEST IMPORT FILE OPEN ON iPad device as the file input accept type may not work with apple
 
 There is a postgres14 update, check into it for the windows standalone and docs, see if it's a critical upgrade or not
 
-
-
-
+Release new beta version and document on forum
 
 
 start in on QBI

docs/8.0/ayanova/docs/adm-users.md

@@ -54,38 +54,20 @@ The Users [data table](ay-start-form-data-tables.md) lists all the Users in AyaN
 
 In addition there is a `Direct notification` menu option that is the multiple user version of the single user [direct notification](#direct-notification) feature provided to notify multiple users at once.
 
-## User rate edit form
+## User edit form
 
 The User edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality plus the following:
 
-### Menu options
-
-#### Direct notification
-
-Send a direct Notification message to this User. This differs from a Memo in that it will trigger an alert for them (the bell icon at the top of the AyaNova user interface) and is useful when you have an urgent message to send.
-
-#### Send password reset email
-
-Initiate a password reset process for this User.
-
-When a user forgets their password or a new User has just been created and you want them to set their own password to get started, use this link to send the User a temporary access link to AyaNova so they can set their password and login name themselves.
-
-Note that it requires the User to have a valid email address set in the settings tab.
-
-#### Scheduled Users
-
-If this User is a scheduleable type, this menu option is a shortcut to the work order item scheduled users data table filtered to show only _this_ User's records.
-
-#### Labors
-
-If this User is a scheduleable type, this menu option is a shortcut to the work order item labor data table filtered to show only _this_ User's records.
-
 ### Fields
 
 #### Name
 
 This is the only required field. Enter the User name here, we recommend `Firstname Lastname` format however as long as it's unique you can enter anything you wish here to identify Users in all areas of the AyaNova user interface.
 
+#### Vendor
+
+If this User is set to a [User type](#user-type) of `Subcontractor` then the Vendor field will appear so you can select which Vendor this Subcontractor User works for.
+
 #### Employee number
 
 Optional field designated for employee number.
@@ -128,6 +110,28 @@ This read only field shows the most recent date and time this User logged in.
 
 The active field controls whether a User is enabled in AyaNova. Inactive Users can not log in and their name is not offered in selection lists for new records by default.
 
+### Menu options
+
+#### Direct notification
+
+Send a direct Notification message to this User. This differs from a Memo in that it will trigger an alert for them (the bell icon at the top of the AyaNova user interface) and is useful when you have an urgent message to send.
+
+#### Send password reset email
+
+Initiate a password reset process for this User.
+
+When a user forgets their password or a new User has just been created and you want them to set their own password to get started, use this link to send the User a temporary access link to AyaNova so they can set their password and login name themselves.
+
+Note that it requires the User to have a valid email address set in the settings tab.
+
+#### Scheduled Users
+
+If this User is a scheduleable type, this menu option is a shortcut to the work order item scheduled users data table filtered to show only _this_ User's records.
+
+#### Labors
+
+If this User is a scheduleable type, this menu option is a shortcut to the work order item labor data table filtered to show only _this_ User's records.
+
 ##### Revoking access and locking out Users
 
 Only active Users can login. If a User is set to inactive their authentication token is immediately revoked and even if they are currently logged in they will be logged out the moment they attempt any operation in AyaNova that needs to connect with the server or when the web application attempts to connect behind the scenes to check for notifications as it periodically does.

docs/8.0/ayanova/docs/svc-unit-models.md

@@ -55,6 +55,10 @@ Keep in mind that this is the Name that Customers will see on reports if provide
 
 This is the only **required** field on the Unit Model edit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
 
+#### Unit Model Vendor
+
+This is the [Vendor / Manufacturer](vendors.md) of this Unit model. It is important that a Vendor be selected as the manufacturer name is used as part of the descriptive name of a Unit in many different areas of the program. In addition when you create this link your staff can easily and quickly look up the manufacturer record for phone numbers etc.
+
 #### Account number
 
 Optional account number for tracking purposes.

docs/8.0/ayanova/docs/svc-units.md

@@ -6,6 +6,13 @@ Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-ex
 
 ![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
 
+#### Purchased from
+
+todo placeholder link
+
+#### Unit metered
+
+todo placeholder link
 
 #### Meter reading button
 

docs/8.0/ayanova/docs/vendors.md

@@ -1,7 +1,159 @@
-# VENDORS
+# Vendors
+
+The Vendors [form](ay-start-form-overview.md) is used to edit Vendors available in AyaNova which are companies who provide services or products to your service company and can be selected in AyaNova in the following places:
+
+- [Purchase Order](inv-purchase-orders.md#vendor)
+- [Customer Unit "Purchased from"](svc-units.md#purchased-from)
+- [Unit model](svc-unit-models.md#unit-model-vendor)
+- [User "Vendor"](adm-users.md#vendor)
+- [Part "Manufacturer"](inv-parts.md#manufacturer)
+- [Part "Wholesaler"](inv-parts.md#wholesaler)
+- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler)
+- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to)
+- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via)
+
+## Authorization Roles required
+
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Accounting
+- Business administration
+- Service manager
+- Inventory
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Sales
+- Sales - restricted
 
 ## Import / Export
 
 Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+## How to access vendors
+
+Vendors are accessed in the following ways:
+
+- From the `Vendors` navigation pane `Vendors` item to open the Vendors [data table](ay-start-form-data-tables.md)
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected such as the Work order, Quote and Preventive Maintenance forms
+- From any [data table](ay-start-form-data-tables.md) column showing vendors such as the [Work order list](svc-workorders.md)
+
+## How vendors work
+
+### Selecting
+
+Vendors are selected in many places in AyaNova including [Serviceable Vendor Units](svc-units.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders.
+
+### Retiring
+
+When a Vendor is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records but will still display on old records.
+
+## Vendor data table
+
+![vendors table](img/vendors.png)
+
+The Vendors [data table](ay-start-form-data-tables.md) lists all the vendors available, provides the '+' link to create a new vendor and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Vendor edit form
+
+![Vendor edit form](img/vendor-edit-form.png)
+
+The Vendor edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+### Vendor tab
+
+#### Name
+
+This is the name of the vendor as it's displayed in forms and reports. This is also the primary identifier when searching for a vendor to select in [autocomplete](ay-start-form-autocomplete.md) lists. A vendor name must be unique from all other vendors entered.
+
+Keep in mind that this is the Name that Vendors will see on reports if provided to them.
+
+This is the only **required** field on the Vendor form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
+
+#### Account number
+
+Provided for reference or connecting to another applications matching account number for this vendor.
+
+#### Web address
+
+Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
+
+#### Email
+
+Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
+
+#### Phone fields
+
+Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices.
+
+These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" however as with all AyaNova form field labels they can be [changed](adm-translations.md) to labels appropriate for your business.
+
+#### Active
+
+Vendors that are set to Active can be selected on new Work orders and other objects that use vendors.
+
+Vendors not set to Active will still show in older records but can not be selected for new records; this is how you retire a vendor from use.
+
+#### General notes
+
+Notes about this record for internal staff use. Notes can also be reported on if desired.
+These notes are only visible in this form.
+
+#### Service tech notes
+
+Service tech notes are specific notes that display on work orders, quotes and preventive maintenance orders and are intended as a message to the service technician whenever they deal with this vendor. Service tech notes will display as a dark blue alert box with an (i) info icon.
+
+This field is commonly used to alert a _service technician_ to some unusual aspect of _providing service_ to this Vendor, for example there may be special instructions for accessing the site or special requirements around billing or work practices such as safety protocols to follow, where to park etc.
+
+#### Alert notes
+
+Vendor alert notes are displayed on work orders, quotes and preventive maintenance orders and are intended as a general purpose alert message to _any_ staff member whenever they deal with this vendor.
+
+Alert notes will display as an orange alert box with a triangular /!\ exclamation mark icon.
+
+This field is commonly used to generally alert _all staff_ about an important issue regarding this vendor. For example billing related issues such as "Credit hold - cash only".
+
+#### Custom fields
+
+If the form has been [customized](ay-customize.md) and [custom fields](ay-customize.md#custom-fields) enabled for this object they will display here.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md).
+
+### Address tab
+
+Standard AyaNova object [Address control](ay-start-common-controls.md#address).
+
+### Menu options
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Vendor edit form also has these options:
+
+#### Work orders
+
+This is a shortcut to create or view prior work orders for a vendor and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.
+
+#### Vendor Units
+
+This is a shortcut to create or view prior Unit records for a vendor and opens the [Unit list](svc-units.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.
+
+#### Quotes
+
+This is a shortcut to create or view prior Quote records for a vendor and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.
+
+#### Preventive maintenance
+
+This is a shortcut to create or view prior Preventive maintenance records for a vendor and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.