diff --git a/docs/8.0/ayanova/docs/changelog.md b/docs/8.0/ayanova/docs/changelog.md index 6f9a4947..86abc207 100644 --- a/docs/8.0/ayanova/docs/changelog.md +++ b/docs/8.0/ayanova/docs/changelog.md @@ -14,13 +14,16 @@ See the [upgrade instructions](ops-upgrade.md) section of this manual for detail #### Changed -- UI: New Quote status object's *default* Roles for who can set and who can remove changed to all compatible Roles (had some incompatible ones before) - +- UI: New Quote status object's _default_ Roles for who can set and who can remove changed to all compatible Roles (had some incompatible ones before) #### Fixed - UI: Home schedule form appointment item icons nudged upwards to layout fully visibly in month view +#### Added + +- UI: [Customer](customers.md#new-work-order) and [Unit](svc-units.md#new-work-order) form's menu's added new `New work order` option to directly create a new Work order with these items pre-selected + ### AyaNova 8.0.20 (2022-11-03) #### Fixed diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 75f71508..5a7a94f5 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -4,21 +4,21 @@ The Customers [form](ay-start-form-overview.md) is used to edit your business Cu ## 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 -- Sales +- Accounting +- Business administration +- Service manager +- Sales Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales - restricted ## Import / Export @@ -28,9 +28,9 @@ Customers can be [imported](adm-import-customer.md) into AyaNova and [exported]( Customers are accessed in the following ways: -- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customers` item to open the Customers [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 Customer autocomplete list on any other form where customers 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 customers such as the [Work order list](svc-workorders.md) +- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Customers` item to open the Customers [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 Customer autocomplete list on any other form where customers 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 customers such as the [Work order list](svc-workorders.md) ## How customers work @@ -92,9 +92,9 @@ The [Head office](head-offices.md) feature of AyaNova is a way to group Customer Head offices have several purposes in AyaNova: -- Billing purposes when the bill should go to the Head office for work performed for that Customer -- [Customer access](adm-global-settings.md#customer-access-settings) self-service features. A Head office [Contact](cust-contacts.md) can use all the Customer access features for all Customers who have their Head office selected depending on the permissions granted. -- Grouping purposes for management reporting in AyaNova +- Billing purposes when the bill should go to the Head office for work performed for that Customer +- [Customer access](adm-global-settings.md#customer-access-settings) self-service features. A Head office [Contact](cust-contacts.md) can use all the Customer access features for all Customers who have their Head office selected depending on the permissions granted. +- Grouping purposes for management reporting in AyaNova #### Contract @@ -102,7 +102,6 @@ You can select a [Contract](svc-contracts.md) for a Customer in AyaNova and it w #### Contract expires - When a Contract is selected the `Contract expires` field will be visible. This field controls the time period for which a contract is considered valid and once this date has passed the Contract will no longer be automatically applied. See the [Contract documentation](svc-contracts.md) for further details. @@ -160,8 +159,14 @@ See the [Contacts help page](cust-contacts.md) for more details. ### Menu options +![customers menu](img/customers-menu.png) + In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options: +#### New Work order + +Click on this option to directly start a new work order with this Customer selected. + #### Customer notes Opens up the [customer notes](customer-notes.md) form for recording notes about the customer in a dated log format when the general Notes field is not enough. diff --git a/docs/8.0/ayanova/docs/img/customers-menu.png b/docs/8.0/ayanova/docs/img/customers-menu.png new file mode 100644 index 00000000..74df2a52 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/customers-menu.png differ diff --git a/docs/8.0/ayanova/docs/img/svc-units-menu.png b/docs/8.0/ayanova/docs/img/svc-units-menu.png new file mode 100644 index 00000000..6150d7f7 Binary files /dev/null and b/docs/8.0/ayanova/docs/img/svc-units-menu.png differ diff --git a/docs/8.0/ayanova/docs/svc-units.md b/docs/8.0/ayanova/docs/svc-units.md index 5f376982..6edcffcb 100644 --- a/docs/8.0/ayanova/docs/svc-units.md +++ b/docs/8.0/ayanova/docs/svc-units.md @@ -8,13 +8,13 @@ A Unit may not necessarily be equipment, it is anything you want to track and re Customer Units can be selected in AyaNova in the following places: -- [Customer Unit "Parent Unit"](#parent-unit) -- [Customer Unit "Replaced by Unit"](#replaced-by-unit) -- [Customer service request "Unit"](svc-csr.md#unit) -- [Loaner unit "Shadow unit"](svc-loaners.md#shadow-unit) -- [Unit meter reading](svc-meter-readings.md#unit) -- [Work order / Quote / PM item "Unit"](svc-workorders.md#units) -- [Work order / Quote / PM item outside service "Unit"](svc-workorders.md#outside-services) +- [Customer Unit "Parent Unit"](#parent-unit) +- [Customer Unit "Replaced by Unit"](#replaced-by-unit) +- [Customer service request "Unit"](svc-csr.md#unit) +- [Loaner unit "Shadow unit"](svc-loaners.md#shadow-unit) +- [Unit meter reading](svc-meter-readings.md#unit) +- [Work order / Quote / PM item "Unit"](svc-workorders.md#units) +- [Work order / Quote / PM item outside service "Unit"](svc-workorders.md#outside-services) ## Authorization Roles required @@ -22,17 +22,17 @@ Many roles can _select_ this object on other records where approriate. Editing o Full access -- Accounting -- Business administration -- Service manager -- Service technician +- Accounting +- Business administration +- Service manager +- Service technician Read only access -- Business administration - restricted -- Service manager - restricted -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Sales +- Sales - restricted ## Import / Export @@ -42,10 +42,10 @@ Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-ex Customer Units are accessed in the following ways: -- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) Customer Units [data table](ay-start-form-data-tables.md) item -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer Unit autocomplete list on any other form where Customer Units can be selected -- From any [data table](ay-start-form-data-tables.md) column showing Customer Units -- From the [Customer Units menu item](customers.md#customer-units) in a Customer's edit form which will open a data table of Customer units filtered to only show Units for that Customer +- From the `Service` [navigation drawer](ay-start-form-overview.md#navigation-drawer) Customer Units [data table](ay-start-form-data-tables.md) item +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer Unit autocomplete list on any other form where Customer Units can be selected +- From any [data table](ay-start-form-data-tables.md) column showing Customer Units +- From the [Customer Units menu item](customers.md#customer-units) in a Customer's edit form which will open a data table of Customer units filtered to only show Units for that Customer ## Customer Unit data table @@ -262,8 +262,14 @@ This is where you would enter any information necessary to process a warranty as ### Menu options +![menu](img/units-menu.png) + In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options), the Customer Unit form also has these unique menu options: +#### New Work order + +Click on this option to directly start a new work order with this Unit and it's Customer selected. + #### Unit models This is a shortcut to open the [Unit models](svc-unit-models.md) data table. diff --git a/docs/8.0/ayanova/mkdocs.yml b/docs/8.0/ayanova/mkdocs.yml index fc36d1ff..d7abfae7 100644 --- a/docs/8.0/ayanova/mkdocs.yml +++ b/docs/8.0/ayanova/mkdocs.yml @@ -7,7 +7,7 @@ theme: site_name: AyaNova manual site_dir: '../../../server/AyaNova/wwwroot/docs' strict: true -copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-08 +copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-09 extra: generator: false # Extensions