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

@@ -4,21 +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
+-   Accounting
-- Business administration
+-   Business administration
-- Service manager
+-   Service manager
-- Sales
+-   Sales
 
 Read only access
 
-- Business administration - restricted
+-   Business administration - restricted
-- Service manager - restricted
+-   Service manager - restricted
-- Service technician
+-   Service technician
-- Sales - restricted
+-   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)
+-   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
+-   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 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
+-   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.
+-   [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
+-   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.

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 "Parent Unit"](#parent-unit)
-- [Customer Unit "Replaced by Unit"](#replaced-by-unit)
+-   [Customer Unit "Replaced by Unit"](#replaced-by-unit)
-- [Customer service request "Unit"](svc-csr.md#unit)
+-   [Customer service request "Unit"](svc-csr.md#unit)
-- [Loaner unit "Shadow unit"](svc-loaners.md#shadow-unit)
+-   [Loaner unit "Shadow unit"](svc-loaners.md#shadow-unit)
-- [Unit meter reading](svc-meter-readings.md#unit)
+-   [Unit meter reading](svc-meter-readings.md#unit)
-- [Work order / Quote / PM item "Unit"](svc-workorders.md#units)
+-   [Work order / Quote / PM item "Unit"](svc-workorders.md#units)
-- [Work order / Quote / PM item outside service "Unit"](svc-workorders.md#outside-services)
+-   [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
+-   Accounting
-- Business administration
+-   Business administration
-- Service manager
+-   Service manager
-- Service technician
+-   Service technician
 
 Read only access
 
-- Business administration - restricted
+-   Business administration - restricted
-- Service manager - restricted
+-   Service manager - restricted
-- Sales
+-   Sales
-- Sales - restricted
+-   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
+-   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
+-   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 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 [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.

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