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John Cardinal
2022-02-08 00:21:34 +00:00
parent ad719744e7
commit c89deec279
6 changed files with 20 additions and 81 deletions
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docs/8.0/ayanova/docs/svc-workorders.md
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@@ -1111,15 +1111,6 @@ You can also refresh the page to abandon this and any other changes made locally
Until the work order is saved the items are not actually deleted.
### Loans
![Work order item loans](img/svc-wo-loans.png)
@@ -1136,52 +1127,29 @@ A work order item can have zero to many separate Work order item loan records as
All Work order item loan edit form fields here are **optional** unless marked otherwise.
#### Loan item
This **required** field is where you select the [Loaner items](svc-loaners.md) for this record.
#### Rate
This field specifies the time period of the loan / rental of the loan item. The fixed values avaiable correspond to time periods on the [Loaner items](svc-loaners.md) form where you can enter the prices and costs for each time period provided.
This field specifies the time period of the loan / rental of the loan item. The fixed values avaiable correspond to time periods on the [Loaner items](svc-loaners.md) form where you can enter the prices and costs for each time period provided.
#### Rate quantity
This is quantity of the _Rate_ to be recorded / billed.
#### Service Start date time
#### Loaned
This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when loan began.
If the [Global settings Scheduled / loan default minutes](adm-global-settings.md#scheduled--loan-default-minutes) value is set, AyaNova will automatically set the _Service Stop date time_ and _Quantity_ on new records.
#### Due back
If a stop time is already set, adjusting the start time will cause AyaNova to calculate the _Quantity_ field automatically.
This field is is used to enter the point in time when the Loan unit is expected to be returned.
#### Service Stop date time
#### Returned
This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when loan ended.
If the [Global settings Scheduled / loan default minutes](adm-global-settings.md#scheduled--loan-default-minutes) value is set, and the _Service Start date time_ field is empty, AyaNova will automatically set the _Service Start date time_ and _Quantity_ on new records.
If a start time is already set, adjusting the stop time will cause AyaNova to calculate the _Quantity_ field automatically.
#### Service rate quantity
This is hours of service to be recorded / billed. It doesn't have to match the selected time period between the start and stop fields but it's a good idea to do so to avoid confusion.
#### Service rate
This is the [service rate](acc-service-rates.md) that is billable rate for this loan item.
#### User
Here you select the service technician User that provided service.
#### No charge quantity
Enter no charge hours here (Loan that was provided but will not be billed) so that they appear on the stock Customer invoice / work order and other reports and are tracked in the system.
This value is **not deducted** from the _Service rate quantity_ it is simply tracked here so the Customer can see they received some free loan and so that time can be tracked in AyaNova for reporting and business metric purposes.
The point in time when the Loan unit was returned, ending the loan period.
#### Sales Tax
@@ -1189,37 +1157,27 @@ This value is **not deducted** from the _Service rate quantity_ it is simply tra
#### Price override
Manually force the price to a certain value. This override supersedes any other source for the price including Contracts and / or the source object's price itself.
Manually force the price to a certain value. This override supersedes any other source for the price.
Contract adjusted pricing is not part of the Manual Price Override feature; only values entered by a user manually in this field will be present.
#### Notes
#### Service details
This optional field is used to record the details of the loan provided. Text entered here appears on stock work order and invoice reports as the explanation of loan provided and is (along with all other text entered on a work order) indexed for searching so it can be useful as a reference for future technicians searching for past resolutions to similar problems.
Typically the more technical or complex the loan provided the more details are entered here.
You can also automatically append all Tasks here from the loan context menu.
This optional field is used to record any extra details of the loan provided. Text entered here does not appear on the stock work order reports.
### Loan table info fields
The loan table contains some read-only fields that are calculated or brought in from other records for reference purposes. Some of these fields are only visible to [higher rights users](#cost-restrictions).
#### Unit of measure
This is mirrored from the [Service rate's](acc-service-rates.md) _Unit charge description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
#### Cost
This is mirrored from the [Service rate's](acc-service-rates.md) _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
This is mirrored from the [Loaner items](svc-loaners.md) corresponding _Cost_ field for the Rate selected and can be removed if not required through [Customizing](ay-customize.md) the work order form.
#### List price
This is mirrored from the [Service rate's](acc-service-rates.md) _Retail charge_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
This is mirrored from the [Loaner items](svc-loaners.md) corresponding _Charge_ field for the Rate selected and can be removed if not required through [Customizing](ay-customize.md) the work order form.
#### Price
This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Loans List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect.
This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Loan unit's List price as is.
#### Net price
@@ -1249,10 +1207,6 @@ Net price + Tax A amount + Tax B amount.
Add a new work order item Loan record to the collection and open it's record in the edit form.
#### Append Tasks
Often the list of Tasks from the [Task section ](#tasks) is also the description of the loan performed so this option will append the "task" text of all the Tasks in the current work order item to the [Service details](#service-details) field beneath any other text already entered there.
#### Mark for deletion
Flag the selected row work order item loan record to be permanently deleted.
@@ -1273,21 +1227,6 @@ You can also refresh the page to abandon this and any other changes made locally
Until the work order is saved the items are not actually deleted.
## OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
## Extras info that may or may not be added later