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@@ -33,7 +33,7 @@ Clients have been renamed to Customers
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Customers in AyaNova 8 now have unlimited Contacts as a seperate collection of User type objects so you optionally allow them to login to use the Customer interface and subscribe to Customer specific notifications etc.
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Importing from AyaNova 7 will result in a Customer Contact type User being created for each v7 Customer or HeadOffice type User account and in addition a Contact will be created in v8 if the v7 Client has a name set in the "Contact" text field with the Client phone and email numbers being re-used for the contact created this way. The Contact notes text field in v7 that is intended for listing extra contacts will be imported to the v8 general Customer Notes field as there is no way to safely import that freehand text field as additional Contact type users in v8.
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Migrating from AyaNova 7 will result in a Customer Contact type User being created for each v7 Customer or HeadOffice type User account and in addition a Contact will be created in v8 if the v7 Client has a name set in the "Contact" text field with the Client phone and email numbers being re-used for the contact created this way. The Contact notes text field in v7 that is intended for listing extra contacts will be migrated to the v8 general Customer Notes field as there is no way to safely migrate that freehand text field as additional Contact type users in v8.
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As with all User / Contact accounts created in v8 no login is possible by those users until the administrator allows it and assigns a password so there is no security risk of Contact users logging in that previously could not.
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@@ -49,7 +49,7 @@ Serial numbers have been separated from inventory for v8.
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They now reside in a collection of serials for each Part and you can select from the list or enter alternatives or none at all at any time. This supports the many cases where users requested the ability to be more free-form with their serial numbers to allow for mistakes or unique needs but still record them in the system when they are consumed on work orders for warranty purposes etc.
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Importing from v7 will place any existing serials into the serial number collection automatically.
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Migrating from v7 will place any existing serials into the serial number collection automatically.
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### Travel and Service Rates
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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.
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@@ -90,7 +90,7 @@ These new features are optional and not necessary to use if just a simple status
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Now nearly all fields and sections on the work order form can be removed or made mandatory for entry. We've made design changes behind the scenes to reduce as much as possible the number of manadatory fields that must be filled in so that users can remove more things from the interface through customization if they don't require them.
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#### Custom fields / attachments / wiki
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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.
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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. Migrated data from v7 will go to the Work order item record the same as v7.
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#### Inventory / serial numbers
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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.
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@@ -134,7 +134,7 @@ Security groups have been replaced by a **role** based authorization system.
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In v7 you would select a security group for a user to restrict their access to objects in AyaNova.
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In v8 a user is now assigned one or more Authorization Roles which controls their access. Roles are pre-defined and pertain to the type of user for example there are roles for Inventory, Accounting, Business administration, Technician, Subcontractor etc. Whichever roles you assign to a user give them access to those areas of AyaNova.
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Importing Users from AyaNova 7 will automatically set imported Users to have no role in order to protect information security; the business administrator will need to set each user to the most appropriate new roles after import is completed. For more about importing from a business administration standpoint see the [business administration import guide](ay-biz-admin-import-v7.md) and for more about the techncial aspects of the import process see the [technical import guide](ops-import-v7.md).
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Migrating Users from AyaNova 7 will automatically set migrated Users to have no role in order to protect information security; the business administrator will need to set each user to the most appropriate new roles after migration is completed. For more about migrating from a business administration standpoint see the [business administration migration guide](ay-biz-admin-import-v7.md) and for more about the techncial aspects of the migration process see the [Migration technical guide](ops-import-v7.md).
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For details see the [Authorization roles](ay-biz-admin-roles.md) guide for more information.
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@@ -159,9 +159,9 @@ The following objects from v7 have been replaced by tags in v8:
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* Work order category
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* Work order item type
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[Importing from v7](ops-import-v7.md) will automatically create tags for these objects and will then tag the corresponding objects that were set to these category items with the new tags created.
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[Migrating from v7](ops-import-v7.md) will automatically create tags for these objects and will then tag the corresponding objects that were set to these category items with the new tags created.
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In addition, all objects imported from v7 will be tagged with "v7-import".
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In addition, all objects migrated from v7 will be tagged with "v8-migrate".
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### Reports
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AyaNova 8 has a built in report template editor to create and customize existing reports, however, the reporting system is completely new and not compatible with v7 style report templates which relied on a 3rd party commercial reporting component. Reporting is now HTML based and uses Javascript as the report language and HTML / Mustache template system as the report design template.
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