From d54a922bddc73bdaa242cfeb97b8e4a53ec3225e Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Mon, 4 Apr 2022 20:18:24 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/inv-part-serials.md | 57 ++++++++++++++++++- .../8.0/ayanova/docs/inv-part-stock-levels.md | 53 ++++++++++++++++- 2 files changed, 106 insertions(+), 4 deletions(-) diff --git a/docs/8.0/ayanova/docs/inv-part-serials.md b/docs/8.0/ayanova/docs/inv-part-serials.md index 5331f528..d99260a7 100644 --- a/docs/8.0/ayanova/docs/inv-part-serials.md +++ b/docs/8.0/ayanova/docs/inv-part-serials.md @@ -1,3 +1,56 @@ -# INV-PART-SERIALS +# Part serials -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +Part serials are used for tracking, reporting, warranty and inventory purposes and are a collection tied to a Part. + +Serials entered here are available for selection on a work order, however you can also enter serial numbers "on the fly" in a work order however accuracy and tracking may suffer. + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Inventory + +Read only access + +- Business administration - restricted +- Inventory - restricted +- Service manager +- Service manager - restricted + +## How to access Part serials + +Part serials form is accessed in the following ways: + +- From the `Part` [form](inv-parts.md#available-serial-numbers) `Available serial numbers` menu item + +## How part serials work + +Part serials are stored in a collection for each Part, are not tied to inventory and are selected (or added if desired) on [Work orders](svc-workorders.md#parts) when entering a part. + +Serial numbers can also be added from [purchase orders](inv-purchase-orders.md#serial-numbers) in addition to this Available serial numbers form. + +## Available serial numbers edit form + +The Part assembly edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: + +#### Part + +The Part field at the top is read only and used to indicate which Part is having it's serial numbers collection edited. You can also use the quick link beside the part name to return to the part's main edit form. + +#### Add + +The Add box is provided to enter new serial numbers to be added to this Part's serial number collection. You can enter / paste a large amount of text here. Each serial number should be separated by a commo or appear on it's own line. + +Once you have entered the serial numbers to be added, click on the `+` add icon to the right of the Add box to have the raw serial numbers parsed into separate items and moved to the available serial numbers list to the right. + +Any changes made here do not take effect until this form is saved. + +#### Available serial numbers + +This area lists the serial numbers in the system (or just added here locally). You can remove a particular serial number by clicking on the trash icon to the right of it. + +Any changes made here do not take effect until this form is saved. diff --git a/docs/8.0/ayanova/docs/inv-part-stock-levels.md b/docs/8.0/ayanova/docs/inv-part-stock-levels.md index 46ce7907..37537178 100644 --- a/docs/8.0/ayanova/docs/inv-part-stock-levels.md +++ b/docs/8.0/ayanova/docs/inv-part-stock-levels.md @@ -1,3 +1,52 @@ -# INV-PART-STOCK-LEVELS +# Part stocking levels -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +Part stocking levels are used to maintain a minimum quantity of inventory per [warehouse](inv-part-warehouses.md) to keep in stock for parts that need to be available at all times and can't wait to be ordered on demand. + +Stocking levels entered here are used by the Purchase order [Restock list](inv-purchase-orders.md#restock-list) feature. + +Stock levels are also displayed on the [Inventory table](inv-part-inventory.md) form. + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Inventory + +Read only access + +- Business administration - restricted +- Inventory - restricted +- Service manager +- Service manager - restricted + +## How to access Part stocking levels + +Part stocking levels form is accessed in the following ways: + +- From the Part form [Part stocking levels](inv-parts.md#available-serial-numbers) menu item + +## Part stocking levels edit form + +The Part assembly edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: + +#### Part + +The Part field at the top is read only and used to indicate which Part is having it's serial numbers collection edited. You can also use the quick link beside the part name to return to the part's main edit form. + +#### Part warehouse + +Stock levels are unique for each [part](inv-parts.md) / [warehouse](inv-part-warehouses.md) combination so here you must select a warehouse for which you want to keep a minimum quantity of inventory on-hand. + +Once you select a warehouse, it will appear in the list of stocking levels below with a default quantity of 1. + +#### Warehouse quantity list + +This list displays the currently selected warehouses and their minimum quantity for this part. + +You can adjust the Quantity by overwriting the existing value or remove the record entirely by clicking on the trash icon to remove this entry. + +Any changes made here do not take effect until this form is saved.