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@@ -4,9 +4,9 @@ The Head offices [form](ay-start-form-overview.md) is used to edit Head office r
A Head office is an optional AyaNova business object used for grouping [Customers](customers.md) together under a single entity and has several uses:
- Billing; 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 Head offices who have their Head office selected depending on the permissions granted.
- Grouping purposes for management reporting in AyaNova
- Billing; 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 Head offices who have their Head office selected depending on the permissions granted.
- Grouping purposes for management reporting in AyaNova
## Authorization Roles required
@@ -14,17 +14,17 @@ Many roles can _select_ this object on other records where approriate. Editing o
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
@@ -34,9 +34,9 @@ Head offices can be [imported](adm-import-headoffice.md) into AyaNova and [expor
Head offices are accessed in the following ways:
- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Head offices` item to open the Head offices [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 Head office autocomplete list on any other form where head offices can be selected such as the Customer form
- From any [data table](ay-start-form-data-tables.md) column showing head offices such as the [Customer list](customers.md)
- From the `Customers` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Head offices` item to open the Head offices [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 Head office autocomplete list on any other form where head offices can be selected such as the Customer form
- From any [data table](ay-start-form-data-tables.md) column showing head offices such as the [Customer list](customers.md)
## How Head offices work
@@ -51,10 +51,14 @@ Note that if there are active Customers assigned to this Head office then it sho
## Head office data table
![table](img/head-offices.png)
The Head offices [data table](ay-start-form-data-tables.md) lists all the head offices available and access to data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
## Head office edit form
![edit form](img/head-office.png)
The Head office edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
### Head office tab