case 4256

docs/8.0/ayanova/docs/ay-start-edit-forms.md

@@ -1,6 +1,6 @@
 # Edit forms
 
-We recommend having a look at the [forms overview](ay-start-form-overview.md) guide before taking the guided tours.
+This help page is specifically about **Edit** forms and editing AyaNova objects, if you haven't already we recommend having a look at the [forms overview](ay-start-form-overview.md) guide before continuing here.
 
 AyaNova business objects are created and modified in "edit forms" and most have the same common features.
 

docs/8.0/ayanova/docs/ay-start-form-attachments.md

@@ -6,6 +6,10 @@ Note that attachements can only be added to **saved** objects, so a new object w
 
 This feature can be [turned off](ay-customize.md#hiding-fields) in each form so if you do not see an attachments control it may be disabled by the AyaNova administrator.
 
+## Supported objects
+
+Attachments can be uploaded and attached to all AyaNova business objects.
+
 ## Authorization Roles required
 
 Attachments are available to User's with rights to edit the business object being edited.

docs/8.0/ayanova/docs/ay-start-localization.md

@@ -1,12 +1,14 @@
 # Locale overrides
 
-Localization here means the way in which times, dates and numbers are displayed and interpreted by AyaNova.
+"Localization" here means the way in which times, dates and numbers are displayed and interpreted by AyaNova.
 
 Localization is separate and distinct from the [Translation](adm-translations.md) feature of AyaNova which is used to set the text displayed in the user interface.
 
-AyaNova relies on the web browser to provide the language and time zone to be used automatically. These settings in turn determine how time, date, currency and numbers are displayed and interpreted when typed in.
+AyaNova relies on the web browser to provide the language and time zone to be used automatically.
 
-Rarely if ever should there be a need to override the browser's defaults as they generally come from the operating system itself and should be most appropriate for the user and device already.
+These settings in turn determine how time, date, currency and numbers are displayed and interpreted when typed in.
+
+Rarely if ever should there be a need to override the browser's defaults as they generally come from the device's operating system and should be most appropriate for the user and device already.
 
 If necessary, these override settings will replace the browser provided defaults for use in AyaNova.
 
@@ -14,7 +16,7 @@ If necessary, these override settings will replace the browser provided defaults
 
 Ideally you should never have to override language or time zone; the browser should automatically provide the correct settings for the user based on their device and operating system.
 
-If a change is required it's best to try to set it inside the browser itself using the Browser's own settings first before using the settings below in AyaNova as a last resort.
+If a change is required it's best to try to set it inside the browser using the Browser's own settings first before using the settings below in AyaNova as a last resort.
 
 ## Where to override
 

docs/8.0/ayanova/docs/cust-contacts.md

@@ -35,12 +35,16 @@ New customer contacts are added through the [Customer form](customers.md) or [He
 
 ## Customer contacts data table
 
+![table](img/cust-contacts.png)
+
 The Customer contacts [data table](ay-start-form-data-tables.md) lists all the Customer contacts available and provides all data table [common menu options](ay-start-form-data-tables.md#common-menu-options).
 
 ## Customer contact edit form
 
 ### Contact tab
 
+![edit form contact tab](img/cust-contact-contact-tab.png)
+
 The Customer contact edit form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
 
 #### Organization
@@ -88,4 +92,6 @@ Contact users will not see or have access to these features, they are provided f
 
 ### User settings tab
 
-This section is a duplicate of the [User settings](home-user-settings.md) form available to all logged in users. This tab is provided for and Administrator to edit or set up Contact users in advance.
+![edit form user settings tab](img/cust-contact-user-setting-tab.png)
+
+This section is a duplicate of the [User settings](home-user-settings.md) form available to all logged in users. This tab is provided for an administrator to edit or set up Contact users in advance.

docs/8.0/ayanova/docs/customer-notes.md

@@ -10,21 +10,21 @@ Customers appreciate it when their service company staff are all aware of any im
 
 ## 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
-- 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
 
 ## How to access customer notes
 
@@ -32,10 +32,14 @@ Customer notes are accessed from the Customer form [Customer notes](customers.md
 
 ## Customer notes data table
 
+![table](img/cust-customer-notes.png)
+
 The Customer notes [data table](ay-start-form-data-tables.md) lists all the customer notes available, provides the '+' link to create a new customer note and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
 
 ## Customer notes edit form
 
+![edit form](img/cust-customer-note.png)
+
 The Customer edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
 
 #### Customer

docs/8.0/ayanova/docs/customers.md

@@ -1,6 +1,14 @@
 # Customers
 
-The Customers [form](ay-start-form-overview.md) is used to edit your business Customers.
+The Customers [form](ay-start-form-overview.md) is used to edit your business' Customers.
+
+## Selecting
+
+Customers can be selected in AyaNova in the following places:
+
+-   [Purchase Order "Drop ship to Customer"](inv-purchase-orders.md#drop-ship-to-customer)
+-   [Unit "Customer"](svc-units.md#customer)
+-   [Work order / Quote / PM item "Customer"](svc-workorders.md#customer)
 
 ## Authorization Roles required
 

docs/8.0/ayanova/docs/head-offices.md

@@ -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

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-2022-11-25
+copyright: Copyright © 2022 Ground Zero Tech-Works Inc. REV-2022-11-30
 extra:  
   generator: false
 # Extensions