case 4237

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

docs/8.0/ayanova/docs/customers.md

@@ -4,7 +4,7 @@ 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
 
@@ -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.

docs/8.0/ayanova/docs/svc-units.md

@@ -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.

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