docs/8.0/ayanova/docs/ay-start-changes-from-v7.md

@@ -64,6 +64,21 @@ Work order status improvements: In v7 the work order status was a single value s
 
 Address is now stored with the work order itself rather than being linked to the Client / Customer or head office.  The Customer address will be used unless Bill head office is in effect in which case the Head office address will be the default.  In addition there is now a method to quickly select from any relevant address in the work order itself if the User wants to change the entire Workorder address to (for example) one of the Unit's addresses on that work order or type in an alternative value.  This preserves history and makes the Work order more flexible for addressing.
 
+#### Templates and Duplicate / copy to
+
+Work orders can now be duplicated like all other objects in AyaNova 8.  In addition a Work order can be copied to a new Quote or new Preventive Maintenance object. In fact there is the ability now in v8 to convert any quote, work order or preventive maintenance into any other one of those objects, so, for example a Preventive Maintenance order can be turned into a Quote via a Work order or a Work order can be converted into a PM or Quote directly.
+
+For this reason the v7 templates feature is no longer required and has not been ported to v8.
+
+#### Work order status (Closed / service completed replacement)
+
+The work order status feature has been greatly expanded into a set of powerful features that can support process control with:
+* tracking of every change of status (who and when visible right inside the work order)
+* restrictions by security role of who can set or unset any status (this allows for controlling the entire service process from creation to final billing or follow up)
+* locking status which when selected freezes a work order (replaces the v7 "Service completed" checkbox)
+* completed type status to indicate a work order is completed which can be used with notification etc (replaces the v7 "Closed" checkbox)
+
+These new features are optional and not necessary to use if just a simple status indicator is desired and it can be used in much the same way as in v7 if there isn't a need for the extra features.
 
 #### Customization
 Now nearly all fields and sections on the work order form can be removed or made mandatory for entry.  We've made design changes behind the scenes to reduce as much as possible the number of manadatory fields that must be filled in so that users can remove more things from the interface through customization if they don't require them.
@@ -75,7 +90,7 @@ In v7 custom fields, attachments and wiki were supported only in the Work order
 When a work order has a part added / removed or changed, inventory and serial numbers are updated immediately upon save.  There is no longer a "Used in service" checkbox to affect inventory; inventory is now considered immediately affected upon save of a work order item part record.  This resolves a number of issues that could arise in the past.
 
 #### Work order Items
-The work order items can now be re-ordered as desired so that they are listed in the UI and print on work orders in a specific order.  If no order is chosen it defaults to the v7 system of newer items appended to the bottom of the list.
+The work order items now have a "Sequence" field and can be re-ordered as desired so that they are listed in the UI and print on work orders in a specific order.  If no order is chosen it defaults to the v7 system of newer items appended to the bottom of the list.
 
 #### Work order item Units
 Units are now a *collection* under work order item rather than a single item.  This facilitates scenarios where a large number of units need to be serviced identically at the same time (inspection, maintenance etc).  Users can choose to select multiple units or a single unit as appropriate.
@@ -88,9 +103,18 @@ Tasks have been changed to a collection stored *with* the work order rather than
 
 #### Pricing
 
-Pricing and costs are now clearly displayed on the work order in a consistent manner between all billable items that have prices.  List price and final price are both shown so that it's clear that a contract or manual override have affected the final price.  Some roles will not see costs or prices (such as subcontractor role).  Pricing (except for Parts) is not stored with the work order but instead calculated on the fly when a work order is opened / printed.  This is part of the decoupling process that allows for easily changing the Contract or Customer on an existing Work order.  This means that similar to v7 some items like taxes and rates cannot be changed once they have been used on a work order however Parts are an exception as the pricing is considered more volatile so part prices are "snapshotted" on being added to a work order.
+Pricing and costs are now clearly displayed on the work order in a consistent manner between all billable items that have prices.  List price and final price are both shown so that it's clear that a contract or manual override have affected the final price.  Most non management roles will not see costs or prices by default.  Most prices (except for Parts which tend to have volatile pricing) are not stored with the work order but instead calculated on the fly when a work order is opened / printed.  This is part of the decoupling process that allows for easily changing the Contract or Customer on an existing Work order.  This means that similar to v7 some items like taxes and rates cannot be changed once they have been used on a work order however Parts are an exception as the pricing is considered more volatile so part prices are "snapshotted" on being added to a work order.
 
 
+### Quotes
+
+Quotes now provide all the same sections as a service Work order with the sole exception of Part Requests which are not applicable to Quotes. Menu options are available to directly duplicate a quote to a PM or Work order (and optionally WIKI and File Attachments as well).  Quotes can also be duplicated to a new Quote (as can all main objects in v8)
+
+
+### Preventive Maintenance ("PM")
+
+PMs now provide all the same sections as a service Work order with the sole exception of Part Requests which are not applicable to PMs. Menu options are available to directly duplicate a PM to a Quote or Work order (and optionally WIKI and File Attachments as well).  PMs can also be duplicated to a new PM. The "Desired day of week" to generate the Service Work Order on has been replaced by an "Exclude days of the week" control so instead of choosing a particular day to generate to now you would choose days *not* to generate on and the system will find the closest available day that matches that choice.
+
 ### Contracts
 Service contracts have been expanded with new features and more flexibility when applying (or not) to work orders.  You can now select a discount off list price or a markup on cost for special contract pricing.  In addition to the v7 general discount in a contract you can now select specific tags for parts or rates that, if those items have the tags selected, will be discounted / marked up the value selected.  This gives a lot of flexibility in cases where a certain class or type of part for example should be included in discounts but not others.  There are now also features for maximum response time that tie into notification and close by date features of work order automatically for contracts that include a response time commitment.