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@@ -14,13 +14,16 @@ See the [upgrade instructions](ops-upgrade.md) section of this manual for detail
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#### Changed
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- 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)
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- 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)
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#### Fixed
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- UI: Home schedule form appointment item icons nudged upwards to layout fully visibly in month view
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#### Added
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- 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
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### AyaNova 8.0.20 (2022-11-03)
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#### Fixed
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@@ -4,7 +4,7 @@ The Customers [form](ay-start-form-overview.md) is used to edit your business Cu
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## Authorization Roles required
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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):
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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):
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Full access
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@@ -102,7 +102,6 @@ You can select a [Contract](svc-contracts.md) for a Customer in AyaNova and it w
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#### Contract expires
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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.
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See the [Contract documentation](svc-contracts.md) for further details.
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@@ -160,8 +159,14 @@ See the [Contacts help page](cust-contacts.md) for more details.
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### Menu options
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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:
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#### New Work order
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Click on this option to directly start a new work order with this Customer selected.
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#### Customer notes
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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.
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docs/8.0/ayanova/docs/img/svc-units-menu.png
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@@ -262,8 +262,14 @@ This is where you would enter any information necessary to process a warranty as
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### Menu options
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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:
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#### New Work order
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Click on this option to directly start a new work order with this Unit and it's Customer selected.
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#### Unit models
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This is a shortcut to open the [Unit models](svc-unit-models.md) data table.
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@@ -7,7 +7,7 @@ theme:
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site_name: AyaNova manual
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site_dir: '../../../server/AyaNova/wwwroot/docs'
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strict: true
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copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-08
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copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-09
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extra:
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generator: false
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# Extensions
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Reference in New Issue
Block a user