case 4256
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@@ -4,9 +4,9 @@ The Head offices [form](ay-start-form-overview.md) is used to edit Head office r
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A Head office is an optional AyaNova business object used for grouping [Customers](customers.md) together under a single entity and has several uses:
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- Billing; when the bill should go to the Head office for work performed for that Customer
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- [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.
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- Grouping purposes for management reporting in AyaNova
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- Billing; when the bill should go to the Head office for work performed for that Customer
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- [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.
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- Grouping purposes for management reporting in AyaNova
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## Authorization Roles required
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@@ -14,17 +14,17 @@ Many roles can _select_ this object on other records where approriate. Editing o
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Full access
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- Accounting
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- Business administration
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- Service manager
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- Sales
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- Accounting
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- Business administration
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- Service manager
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- Sales
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Read only access
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales - restricted
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- Business administration - restricted
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- Service manager - restricted
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- Service technician
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- Sales - restricted
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## Import / Export
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@@ -34,9 +34,9 @@ Head offices can be [imported](adm-import-headoffice.md) into AyaNova and [expor
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Head offices are accessed in the following ways:
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing head offices such as the [Customer list](customers.md)
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- 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)
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- 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
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- From any [data table](ay-start-form-data-tables.md) column showing head offices such as the [Customer list](customers.md)
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## How Head offices work
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@@ -51,10 +51,14 @@ Note that if there are active Customers assigned to this Head office then it sho
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## Head office data table
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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).
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## Head office edit form
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The Head office edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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### Head office tab
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