docs/8.0/ayanova/docs/ay-start-changes-from-v7.md

@@ -48,12 +48,49 @@ Importing from v7 will place any existing serials into the serial number collect
 ### Travel and Service Rates
 Similar to how Tax Codes worked in AyaNova 7, rates will now have their price affecting fields (Charge, Cost) frozen once that Rate has been assigned to any object to preserve data integrity.  
 
-### Workorder changes
+### Service Work orders
 
-todo: go through cases and document here
+#### Flexibility changes
+Decoupling of Client: In v7 a Client was tightly connected to a work order and needed to be selected prior to creation of a work order and could not be changed.  We've made many behind the scenes structural changes to remove this limitation.  In v8 the Customer can be changed at any time for the work order as a whole.  
+
+Decoupling of Contract: In v7 a contract was tighly connected to a particular Client and a work order in turn was tighly coupled to the Contract selected.  In v8 the work order structure has been changed to allow a Contract to be changed at any time for a work order.  Now, a Contract will be automatically applied to a work order if a Customer, Head Office or Unit is selected for the work order and it has no current contract selected.  In addition the Contract selected is exposed as a user selectable item so any contract can be applied at any time to any work order or removed if not appropriate.
+
+Work order status improvements: In v7 the work order status was a single value stored with the work order selectable by anyone and served only as a flag.  In v8 the Work order Status has been greatly expanded into a process control feature and is now a collection that is appended to each time a status changes.  In the work order a single status still shows but can be clicked on to see the entire history of all status changes.  In addition Work order status now has options to restrict which security Roles can select a particular status or change out of a currently selected particular status.  As well, a status can be flagged as being a "Locked" status which will prevent edits to the work order and can be flagged as a "Completed" type status for triggering notifications etc.  The combination of these features makes it easir to control the service process as a work order flows through the service process.  For example it is now easy to make a status for the purpose of a Service Manager or Accounting person to lock a work order at a certain point to inspect it before unlocking it to move on to the next step in the process or to trigger a particular notification at a particular point.  (Note that Work order **Item** status is still a feature but is a separate collection now from the main work order status and remains the same as the v7 work order **item** status as a single selectable flag.)
+
+Address is now stored with the work order itself rather than being linked to the Client / Customer or head office.  The Customer address will be used unless Bill head office is in effect in which case the Head office address will be the default.  In addition there is now a method to quickly select from any relevant address in the work order itself if the User wants to change the entire Workorder address to (for example) one of the Unit's addresses on that work order or type in an alternative value.  This preserves history and makes the Work order more flexible for addressing.
 
 
-### Localized text renamed
+#### Customization
+Now nearly all fields and sections on the work order form can be removed or made mandatory for entry.
+
+#### Custom fields / attachments / wiki
+In v7 custom fields, attachments and wiki were supported only in the Work order Item part of the work order.  We have now added those to the main Work order itself and the Work order item Unit record in addition to the work order item.  So there are now three areas in a work order that support these features.  Imported data from v7 will go to the Work order item record the same as v7
+
+#### Inventory / serial numbers
+When a work order has a part added / removed or changed, inventory and serial numbers are updated immediately upon save.  There is no longer a "Used in service" checkbox to affect inventory; inventory is now considered immediately affected upon save of a work order item part record.  This resolves a number of issues that could arise in the past.
+
+#### Work order Items
+The work order items can now be re-ordered as desired so that they are listed in the UI and print on work orders in a specific order.  If no order is chosen it defaults to the v7 system of newer items appended to the bottom of the list.
+
+#### Work order item Units
+Units are now a *collection* under work order item rather than a single item.  This facilitates scenarios where a large number of units need to be serviced identically at the same time (inspection, maintenance etc).  Users can choose to select multiple units or a single unit as appropriate.
+
+#### Work order item Outside Service
+Outside service is now a *collection* under work order item rather than a single item to mirror the change for Units.  Now, in the Outside service section there is a Unit selection control for setting to which Unit the Outside service applies.
+
+#### Work order item Tasks
+Tasks have been changed to a collection stored *with* the work order rather than linked to a separate collection of tasks in a task group.  Now, a user can simply type in a list of tasks or still select from a task group which will be used to fill in the work order rather than link to it so it can be edited as needed.  In addition tasks are now re-orderable.
+
+#### Pricing
+
+Pricing and costs are now clearly displayed on the work order in a consistent manner between all billable items that have prices.  List price and final price are both shown so that it's clear that a contract or manual override have affected the final price.  Some roles will not see costs or prices (such as subcontractor role).  Pricing (except for Parts) is not stored with the work order but instead calculated on the fly when a work order is opened / printed.  This is part of the decoupling process that allows for easily changing the Contract or Customer on an existing Work order.  This means that similar to v7 some items like taxes and rates cannot be changed once they have been used on a work order however Parts are an exception as the pricing is considered more volatile so part prices are "snapshotted" on being added to a work order.
+
+
+### Contracts
+Service contracts have been expanded with new features and more flexibility when applying (or not) to work orders.  You can now select a discount off list price or a markup on cost for special contract pricing.  In addition to the v7 general discount in a contract you can now select specific tags for parts or rates that, if those items have the tags selected, will be discounted / marked up the value selected.  This gives a lot of flexibility in cases where a certain class or type of part for example should be included in discounts but not others.  There are now also features for maximum response time that tie into notification and close by date features of work order automatically for contracts that include a response time commitment.
+
+
+### Localized text is now Translation
 Localized text has been renamed to Translation
 
 

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

@@ -1,3 +1,12 @@
 # SVC-WORKORDERS Placeholder
 
 [Under construction]
+
+NOTES
+
+Inventory changes from v7 with new workorder system
+    No "Used in service", now Parts are consumed immediately from inventory when selected on workorder and saved
+    Work order item part records consume or return inventory immediately upon save or delete or changes
+    Serial numbers are likewise immediately consumed / returned to the pool upon edits to workorder item part records
+
+