diff --git a/devdocs/todo.txt b/devdocs/todo.txt index 8f94678e..543b4fba 100644 --- a/devdocs/todo.txt +++ b/devdocs/todo.txt @@ -454,6 +454,7 @@ todo:3 todo: check out this SPA memory leak detector, it *does* have a login abi \_____|______|_____|______|_| \_| |_| +todo: 2 PO Order item when a part request isn't showing who ordered, column is there but it's empty for some reason todo: 2 the Customize form for User edit form is showing the Required checkbox for the last login field, sb marked not requireable diff --git a/docs/8.0/ayanova/docs/img/inv-purchase-orders-edit-form.png b/docs/8.0/ayanova/docs/img/inv-purchase-orders-edit-form.png new file mode 100644 index 00000000..d0e8542d Binary files /dev/null and b/docs/8.0/ayanova/docs/img/inv-purchase-orders-edit-form.png differ diff --git a/docs/8.0/ayanova/docs/img/inv-purchase-orders.png b/docs/8.0/ayanova/docs/img/inv-purchase-orders.png new file mode 100644 index 00000000..8b897aba Binary files /dev/null and b/docs/8.0/ayanova/docs/img/inv-purchase-orders.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-contracts-edit-form-bottom.png b/docs/8.0/ayanova/docs/img/svc-contracts-edit-form-bottom.png new file mode 100644 index 00000000..6b3d64da Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-contracts-edit-form-bottom.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-contracts-edit-form-top.png b/docs/8.0/ayanova/docs/img/svc-contracts-edit-form-top.png new file mode 100644 index 00000000..94c9cd48 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-contracts-edit-form-top.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-contracts.png b/docs/8.0/ayanova/docs/img/svc-contracts.png new file mode 100644 index 00000000..baf7755d Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-contracts.png differ diff --git a/docs/8.0/ayanova/docs/inv-purchase-orders.md b/docs/8.0/ayanova/docs/inv-purchase-orders.md index e6c66945..4da01abd 100644 --- a/docs/8.0/ayanova/docs/inv-purchase-orders.md +++ b/docs/8.0/ayanova/docs/inv-purchase-orders.md @@ -4,43 +4,47 @@ The Purchase orders [form](ay-start-form-overview.md) is part of the [AyaNova in Purchase Orders are used to: -- identify the quantity of [parts](inv-parts.md) and the the cost for those parts that you want ordered for inventory -- restock the [required minimum quantity level](inv-part-stock-levels.md) for parts that have gone below their minimum required inventory levels -- fulfill [part requests](inv-part-requests.md) for workorders, track the connection between the work order and the purchase order and automatically [notify](home-notify-subscriptions.md) event subscribers that the parts they have requested to complete a work order are received -- increase on-hand inventory levels and update the [available serial numbers](inv-part-serials.md) when parts are received +- identify the quantity of [parts](inv-parts.md) and the the cost for those parts that you want ordered for inventory +- restock the [required minimum quantity level](inv-part-stock-levels.md) for parts that have gone below their minimum required inventory levels +- fulfill [part requests](inv-part-requests.md) for workorders, track the connection between the work order and the purchase order and automatically [notify](home-notify-subscriptions.md) event subscribers that the parts they have requested to complete a work order are received +- increase on-hand inventory levels and update the [available serial numbers](inv-part-serials.md) when parts are received ## 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 purchase orders Purchase orders are accessed in the following ways: -- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Purchase orders` item to open the Purchase orders [data table](ay-start-form-data-tables.md) -- From any [data table](ay-start-form-data-tables.md) column showing purchase orders such as the [inventory transactions](inv-part-inventory-transactions.md) or [Work order item part request](svc-workorders.md) data tables +- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Purchase orders` item to open the Purchase orders [data table](ay-start-form-data-tables.md) +- From any [data table](ay-start-form-data-tables.md) column showing purchase orders such as the [inventory transactions](inv-part-inventory-transactions.md) or [Work order item part request](svc-workorders.md) data tables ## How purchase orders work ### Purchase order data table +![table](img/inv-purchase-orders.png) + The Purchase orders [data table](ay-start-form-data-tables.md) lists all the purchase orders previously entered, where you create a new purchase order and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ### Purchase order edit form header +![edit form](img/inv-purchase-orders-edit-form.png) + The Purchase order edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following header fields that are not part of the purchase order items collection documented [below](#order-items). #### Vendor alert notes @@ -258,3 +262,7 @@ This value is the total sum of the Net total + Tax A amount + Tax B amount. This #### Vendor number The Vendor number entered for this po line item. Manufacturer, Wholesaler and Alternative wholesaler's part numbers are also available to the Part [autocomplete list template](adm-global-autocomplete-templates.md) for selection purposes. + +### Menu options + +The Purchase order edit form offers the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options). diff --git a/docs/8.0/ayanova/docs/svc-contracts.md b/docs/8.0/ayanova/docs/svc-contracts.md index 4a0a16c4..93ec330a 100644 --- a/docs/8.0/ayanova/docs/svc-contracts.md +++ b/docs/8.0/ayanova/docs/svc-contracts.md @@ -6,29 +6,29 @@ A Contract can be automatically applied to new work orders if an associated obje ## 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 -- Service manager +- Accounting +- Business administration +- Service manager Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted ## How to access contracts Contracts are accessed in the following ways: -- From the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Contracts` item to open the Contracts [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 Contract autocomplete list on any other form where contracts 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 contracts such as the [Work order list](svc-workorders.md) +- From the `Accounting` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Contracts` item to open the Contracts [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 Contract autocomplete list on any other form where contracts 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 contracts such as the [Work order list](svc-workorders.md) ## How contracts work @@ -64,9 +64,9 @@ Contract expiry dates are checked at the time a Contract is automatically select Contract pricing (detailed below) is set automatically in two ways: -- On the save of a work order with a new or changed object that might have it's price affected by a contract (e.g. a Labor item or Part added to a workorder) the price is calculated when the object is first added and saved or changed to a new item for example changing the service rate or part to a different selection. +- On the save of a work order with a new or changed object that might have it's price affected by a contract (e.g. a Labor item or Part added to a workorder) the price is calculated when the object is first added and saved or changed to a new item for example changing the service rate or part to a different selection. -- On the save of a work order that has had it's Contract changed from the prior selection. In this case all Contract price affected items on the work order will be re-visited and have their prices updated if applicable. +- On the save of a work order that has had it's Contract changed from the prior selection. In this case all Contract price affected items on the work order will be re-visited and have their prices updated if applicable. #### What happens if the Contract is changed after it's been used? @@ -90,10 +90,16 @@ When a Contract is no longer required it should be set to inactive by un-checkin ## Contract data table +![table](img/svc-contracts.png) + The Contracts [data table](ay-start-form-data-tables.md) lists all the contracts available, provides the '+' link to create a new contract and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). ## Contract edit form +![edit form top](img/svc-contracts-edit-form-top.png) + +![edit form bottom](img/svc-contracts-edit-form-bottom.png) + The Contract edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: #### Contract name