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@@ -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).

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@@ -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