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@@ -4,43 +4,47 @@ The Purchase orders [form](ay-start-form-overview.md) is part of the [AyaNova in
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Purchase Orders are used to:
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- identify the quantity of [parts](inv-parts.md) and the the cost for those parts that you want ordered for inventory
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- restock the [required minimum quantity level](inv-part-stock-levels.md) for parts that have gone below their minimum required inventory levels
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- 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
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- increase on-hand inventory levels and update the [available serial numbers](inv-part-serials.md) when parts are received
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- identify the quantity of [parts](inv-parts.md) and the the cost for those parts that you want ordered for inventory
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- restock the [required minimum quantity level](inv-part-stock-levels.md) for parts that have gone below their minimum required inventory levels
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- 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
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- increase on-hand inventory levels and update the [available serial numbers](inv-part-serials.md) when parts are received
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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 purchase orders
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Purchase orders are accessed in the following ways:
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- 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)
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- 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
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- 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)
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- 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
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## How purchase orders work
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### Purchase order data table
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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).
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### Purchase order edit form header
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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).
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#### Vendor alert notes
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@@ -258,3 +262,7 @@ This value is the total sum of the Net total + Tax A amount + Tax B amount. This
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#### Vendor number
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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.
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### Menu options
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The Purchase order edit form offers the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).
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@@ -6,29 +6,29 @@ A Contract can be automatically applied to new work orders if an associated obje
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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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- Service manager
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- Accounting
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- Business administration
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- Service manager
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales
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- Sales - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales
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- Sales - restricted
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## How to access contracts
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Contracts are accessed in the following ways:
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing contracts such as the [Work order list](svc-workorders.md)
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing contracts such as the [Work order list](svc-workorders.md)
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## How contracts work
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@@ -64,9 +64,9 @@ Contract expiry dates are checked at the time a Contract is automatically select
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Contract pricing (detailed below) is set automatically in two ways:
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- 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.
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- 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.
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- 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.
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- 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.
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#### What happens if the Contract is changed after it's been used?
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@@ -90,10 +90,16 @@ When a Contract is no longer required it should be set to inactive by un-checkin
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## Contract data table
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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).
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## Contract edit form
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The Contract edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Contract name
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