diff --git a/docs/8.0/ayanova/docs/svc-workorders.md b/docs/8.0/ayanova/docs/svc-workorders.md index dcb7c893..dea6f97e 100644 --- a/docs/8.0/ayanova/docs/svc-workorders.md +++ b/docs/8.0/ayanova/docs/svc-workorders.md @@ -721,11 +721,11 @@ Serial numbers entered here do not **have** to match the existing serial number ### Part table info fields -The part 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). +The part 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). #### Part description -This is mirrored from the [Part](inv-parts.md) records *Part description* field and can be removed if not required through [Customizing](ay-customize.md) the work order form. +This is mirrored from the [Part](inv-parts.md) records _Part description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. #### UPC @@ -733,27 +733,39 @@ This is mirrored from the [Part](inv-parts.md) record UPC code field and can be #### Unit of measure -This is mirrored from the [Part](inv-parts.md) records *Unit of measure* field and can be removed if not required through [Customizing](ay-customize.md) the work order form. +This is mirrored from the [Part](inv-parts.md) records _Unit of measure_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. -#### Cost +#### Cost -This is mirrored from the [Part](inv-parts.md) records *Cost* field and can be removed if not required through [Customizing](ay-customize.md) the work order form. +This is mirrored from the [Part](inv-parts.md) records _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. #### List price -This is mirrored from the [Part](inv-parts.md) record *Retail* field and can be removed if not required through [Customizing](ay-customize.md) the work order form. +This is mirrored from the [Part](inv-parts.md) record _Retail_ field 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 part. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Parts List price as is, or adjusted if there is a Contract with a Part price adjustment in effect. #### Net price +This calculated value is the effective Price field multiplied by the Quantity field. + #### Tax A amount +Net price multiplied by the selected Tax's A percentage. + #### Tax B amount +If the selected Tax does not have a Tax B set this field will be zero. + +If the selected Tax has Tax on Tax checked then this value is (Net price + Tax A amount) multiplied by Tax's B percentage. + +If Tax on Tax is not set then this is Net price multiplied by the selected Tax's B percentage. + #### Line total +Net price + Tax A amount + Tax B amount. ### Part context menu @@ -771,7 +783,7 @@ This menu option is provided to easily create a new [Customer unit](svc-units.md #### Part assembly -The *Part assembly* feature is used to append a pre-made list of parts from a [Part assembly](inv-part-assemblies.md) into this work order item. This is ideal for common lists of parts that are always used as a group together but need to be tracked individually. +The _Part assembly_ feature is used to append a pre-made list of parts from a [Part assembly](inv-part-assemblies.md) into this work order item. This is ideal for common lists of parts that are always used as a group together but need to be tracked individually. Clicking on this option will open a dialog box for selecting an existing Part assembly: @@ -795,18 +807,11 @@ 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. - - - - - - - ### Labors ![Work order item labors](img/svc-wo-labors.png) -The Work order item Labors record is where you enter labor provided during service. +The Work order item Labors record is where you enter labor provided during service. The Labors section of a work order is **optional** and won't be displayed until a work order item labor record is added from the [Work order Items context menu](#work-order-item-context-menu). It can also be completely removed as an option if it won't be required by [customizing](ay-customize.md) the work order form and un-checking the _Visible_ checkbox in the `Work order Item.Labors` customization box. @@ -824,7 +829,6 @@ If the [Global settings Scheduled / labor default minutes](adm-global-settings.m If a stop time is already set, adjusting the start time will cause AyaNova to calculate the _Quantity_ field automatically. - #### Service Stop date time This field is a standard form [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when labor ended. @@ -847,7 +851,7 @@ Here you select the service technician User that provided service. #### No charge quantity -Enter no charge hours here (Labor 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 labor and so that time can be tracked in AyaNova for reporting and business metric purposes. +Enter no charge hours here (Labor 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 labor and so that time can be tracked in AyaNova for reporting and business metric purposes. #### Sales Tax @@ -861,12 +865,52 @@ Contract adjusted pricing is not part of the Manual Price Override feature; only #### Service details -This optional field is used to record the details of the labor provided. Text entered here appears on stock work order and invoice reports as the explanation of labor 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. +This optional field is used to record the details of the labor provided. Text entered here appears on stock work order and invoice reports as the explanation of labor 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 labor provided the more details are entered here. You can also automatically append all Tasks here from the labor context menu. +### Labor table info fields + +The labor 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 rates](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 rates](acc-service-rates.md) _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form. + +#### List price + +This is mirrored from the [Service rates](acc-service-rates.md) _Retail charge_ field 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 part. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Labors List price as is, or adjusted if there is a Contract with a Service rate price adjustment in effect. + +#### Net price + +This calculated value is the effective Price field multiplied by the Service Rate Quantity field. + +#### Tax A amount + +Net price multiplied by the selected Tax's A percentage. + +#### Tax B amount + +If the selected Tax does not have a Tax B set this field will be zero. + +If the selected Tax has Tax on Tax checked then this value is (Net price + Tax A amount) multiplied by Tax's B percentage. + +If Tax on Tax is not set then this is Net price multiplied by the selected Tax's B percentage. + +#### Line total + +Net price + Tax A amount + Tax B amount. + ### Labor context menu ![Work order item labor context menu](img/svc-wo-labors-context-menu.png) @@ -877,8 +921,7 @@ Add a new work order item Labor record to the collection and open it's record in #### Append Tasks -Often the list of Tasks from the [Task section ](#tasks) is also the description of the labor 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. - +Often the list of Tasks from the [Task section ](#tasks) is also the description of the labor 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 @@ -897,7 +940,9 @@ 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 + 000000000000000000000000000000000000000000000000000000000000 -