From ecf972c090e2c811e7fddb782a294b7f5bca7a57 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 1 Feb 2022 21:14:30 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/svc-contracts.md | 108 +++++++------------------ 1 file changed, 27 insertions(+), 81 deletions(-) diff --git a/docs/8.0/ayanova/docs/svc-contracts.md b/docs/8.0/ayanova/docs/svc-contracts.md index cd304ec4..0f835a34 100644 --- a/docs/8.0/ayanova/docs/svc-contracts.md +++ b/docs/8.0/ayanova/docs/svc-contracts.md @@ -124,13 +124,14 @@ The [percent control](ay-start-common-controls.md#percent) is used to control th There are two choices for what value is used in conjunction with the percentage to calculate the new price for items -`Cost plus percentage` - the adjusted price will be the cost of the item plus the percentage indicated here. +`Cost plus percentage` - the adjusted price will be the standard Cost of the item plus the percentage indicated here. + `Price minus percentage` - the adjusted price will be the standard Price of an item minus the percentage indicated here. #### Tagged price adjustments -Tagged price adjustments are used when only a **specific** set of Parts, Service rate or Travel rate items should be discounted. -For example you could have a contract that discounts specific parts used for a specific piece of equipment but all other parts are at full price. +Tagged price adjustments are used when only a **specific** set of Parts, Service rate or Travel rate items should be automatically adjusted. +For example you could have a contract that adjusts specific parts used for a specific piece of equipment but all other parts are at regular price. These filters are controlled by setting [Tags](ay-start-form-tags.md) in the contract that will be matched to Tags on the Part, Service rate or Travel rate. @@ -154,18 +155,19 @@ The [percent control](ay-start-common-controls.md#percent) is used to control th There are two choices for what value is used in conjunction with the percentage to calculate the new price for items -`Cost plus percentage` - the adjusted price will be the cost of the item plus the percentage indicated here. +`Cost plus percentage` - the adjusted price will be the standard Cost of the item plus the percentage indicated here. + `Price minus percentage` - the adjusted price will be the standard Price of an item minus the percentage indicated here. ##### Tag field Enter one or more [Tags](ay-start-form-tags.md). **All** tags entered here must be contained in the [Part](inv-parts.md), [Service rate](acc-service-rates.md) or [Travel rate](acc-travel-rates.md) object's Tags collection in order to be a match. It's ok if the Part (for example) has _other_ tags, it just needs to have all the tags here to be a match. -###### Tagged versus Default adjustments, who wins? +##### Tagged versus Default adjustments, who wins? Tagged price adjustments take precedence over [Default](#default-price-adjustments) Contract price adjustments when both are a match during the work order save process because tagged price adjustments are more specific and AyaNova always prioritizes the most specific matches in automatic operations. -##### Conflict - multiple potential matches with tagged Contract adjustment items +##### Conflict multiple potential matches with tagged Contract adjustment items If there multiple tagged overrides for a type of item AyaNova needs to decide which one is the best match. @@ -177,72 +179,49 @@ AyaNova will attempt to match a selected service rate when the work order is sav This means a service rate tagged with "orange, red, yellow, green, black, blue" could match any of the tagged adjustments but will be matched to the contract service rate price adjustment tagged "red, green, blue" as it has the _most_ matching terms. -00000000000000000000000000000 +#### Contract rates -#### Account number +Contract rates are used to offer special contract only service or travel rates and / or restrict the availability of service or travel rates to a specific list of rates. -Provided for reference or connecting to another applications matching account number for this contract. +In a [Service rate](acc-service-rates.md) or [Travel rate](acc-travel-rates.md) you can select `Contract only` which means the rate will not normally be displayed for selection in a Work order, Quote or Preventive maintenance order unless it has a matching Contract with that rate selected. -#### Web address +##### Contract must be selected and Work order saved first! -Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening. +Note that a work order must first be saved with it's Contract selected before these Contract rate options take effect on that work order. So, for example, if you have a contract with contract only rates, those rates will not show on the work order until it's been saved with this contract selected first. -#### Email +##### Allow only these checkbox -Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening. +When checked this forces the [Work order](svc-workorders.md), [Quote](svc-quotes.md) or [Preventive Maintenance](svc-pms.md) entry form that has this matching Contract selected to only display and allow for selection the exact rates listed here. -#### Phone fields +##### Adding a new item -Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices. +Click on the `+` plus symbol beside the collection to which you want to add a new item and a popup edit form will open to select the `Contract only` service or travel rate. -These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" however as with all AyaNova form field labels they can be [changed](adm-translations.md) to labels appropriate for your business. +##### Editing / removing an item -#### Bill Head office +Click on the edit symbol in the list to open the edit form for an item to change it or delete it from the collection. -If this Contract has a [Head office](head-offices.md) checking this box will cause AyaNova to use the Head Office mailing address on Work orders, Quotes and Preventive Maintenance orders. +##### Service / Travel rate field -#### Head office - -The [Head office](head-offices.md) feature of AyaNova is a way to group Contracts under a common entity. - -Head offices have several purposes in AyaNova: - -- Billing purposes when the bill should go to the Head office for work performed for that Contract -- [Contract access](adm-global-settings.md#contract-access-settings) self-service features. A Head office [Contact](cust-contacts.md) can use all the Contract access features for all Contracts who have their Head office selected depending on the permissions granted. -- Grouping purposes for management reporting in AyaNova - -#### Contract - -#### Contract expires - -You can select a [Contract](svc-contracts.md) for a Contract in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders. -When a Contract is selected the `Contract expires` field will be visible. This field controls the time period for which a contract is considered valid and once this date has passed the Contract will no longer be automatically applied. - -See the [Contract documentation](svc-contracts.md) for further details. +Select the service or travel rate that will be offered to [Work order](svc-workorders.md), [Quote](svc-quotes.md) or [Preventive Maintenance](svc-pms.md) entry forms that have this matching Contract selected. The list offered here is limited to [Service rates](acc-service-rates.md) or [Travel rates](acc-travel-rates.md) that have `Contract only` checked in their records. #### Active -Contracts that are set to Active can be selected on new Work orders and other objects that user contracts. -Contracts not set to Active will still show in older records but can not be selected for new records; this is how you retire a contract from use. +Contracts that are set to Active can be selected on new Work orders and other objects that use contracts. +Contracts not set to Active will still show in older records but can not be selected for new records; this is how you retire a Contract from use. -#### General notes +#### Notes Notes about this record for internal staff use. Notes can also be reported on if desired. These notes are only visible in this form. -#### Service tech notes - -Service tech notes are specific notes that display on work orders, quotes and preventive maintenance orders and are intended as a message to the service technician whenever they deal with this contract. Service tech notes will display as a dark blue alert box with an (i) info icon. - -This field is commonly used to alert a _service technician_ to some unusual aspect of _providing service_ to this Contract, for example there may be special instructions for accessing the site or special requirements around billing or work practices such as safety protocols to follow, where to park etc. - #### Alert notes -Contract alert notes are displayed on work orders, quotes and preventive maintenance orders and are intended as a general purpose alert message to _any_ staff member whenever they deal with this contract. +Contract alert notes are displayed on work orders, quotes and preventive maintenance orders and are intended as a general purpose alert message to _any_ staff member whenever they open a record that uses this Contract. Alert notes will display as an orange alert box with a triangular /!\ exclamation mark icon. -This field is commonly used to generally alert _all staff_ about an important issue regarding this contract. For example billing related issues such as "Credit hold - cash only". +This field is commonly used to generally alert _all staff_ about an important issue regarding this contract. For example contract specific issues such as "Response time commitment applies!". #### Custom fields @@ -260,39 +239,6 @@ Optional [wiki control](ay-start-form-wiki.md). Optional [attachments control](ay-start-form-attachments.md). -### Address tab - -Standard AyaNova object [Address control](ay-start-common-controls.md#address). - -### Contacts tab - -The Contacts tab is where you enter information about people associated with the Contract for both contacting purposes and for optionally allowing them to login to use AyaNova's contract self service features. - -See the [Contacts help page](cust-contacts.md) for more details. - ### Menu options -In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Contract edit form also has these options: - -#### Contract notes - -Opens up the [contract notes](contract-notes.md) form for recording notes about the contract in a dated log format when the general Notes field is not enough. -This can be used for any purpose but is often used for recording notes about interactions with the Contract for future reference purposes. - -#### Work orders - -This is a shortcut to create or view prior work orders for a contract and opens the [Work order list](svc-workorders.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this contract. - -#### Contract Units - -This is a shortcut to create or view prior Unit records for a contract and opens the [Unit list](svc-units.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this contract. - -#### Quotes - -This is a shortcut to create or view prior Quote records for a contract and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this contract. - -#### Preventive maintenance - -This is a shortcut to create or view prior Preventive maintenance records for a contract and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this contract. - -00000000000000000000000000000000000000000000000000000000 +This form has the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).