docs/8.0/ayanova/docs/ay-customize.md

@@ -84,7 +84,7 @@ If you change the data type of a custom field after data has been entered AyaNov
 
 ### Changing the title of fields
 
-To change the label text displayed to the User above a field, edit any [translations](adm-translations.md) in use for that field's translation key. The internal Translation Key for each field is displayed in the Customize form beneath the current translation of that field's title to simplify finding which translation item needs to be changed.
+To change the label text displayed to the User above any field (not just custom fields), edit any [translations](adm-translations.md) in use for that field's translation key. The internal Translation Key for each field is displayed in the Customize form beneath the current translation of that field's title to simplify finding which translation item needs to be changed.
 
 For example on the Customer's Customize form the "Account number" field shows that the translation key is "AccountNumber".
 

docs/8.0/ayanova/docs/customers.md

@@ -94,9 +94,11 @@ Head offices have several purposes in AyaNova:
 
 #### Contract
 
+You can select a [Contract](svc-contracts.md) for a Customer in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders.
+
 #### Contract expires
 
-You can select a [Contract](svc-contracts.md) for a Customer 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.

docs/8.0/ayanova/docs/head-offices.md

@@ -10,7 +10,7 @@ A Head office is an optional AyaNova business object used for grouping [Customer
 
 ## Authorization Roles required
 
-Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
+Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
 
 Full access
 
@@ -87,12 +87,12 @@ These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" how
 
 #### Contract
 
-#### Contract expires
-
 You can select a [Contract](svc-contracts.md) for a Head Office in AyaNova and it will automatically be applied to Work orders, Quotes and Preventive maintenance orders when the Customers of this Head office are selected on those objects.
 
 Contracts are automatically selected based on the most specificity, so, for example when both a Customer and a Head Office each have a Contract, the Customer contract takes precedence for automatic selection on new work orders.
 
+#### Contract expires
+
 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.

docs/8.0/ayanova/docs/svc-units.md

@@ -83,25 +83,69 @@ For example a wheel on a bicycle may not have a serial number, but the bicycle d
 
 The reason to put the serial number first is to make it faster to select from a unit selection list. Since all drop down lists in AyaNova will automatically scroll down to the relevant area based on the first few letters that you type. Putting the serial number first will cause all units that start with the same serial number to be grouped together making selection easier. (i.e. There are many different “front wheels” but only one that starts with that particular serial number)
 
-How a unit is displayed in drop down lists for selection in preventive maintenance, quotes and service work order items is determined by the Administrative Global Settings for [Autocomplete list template](adm-global-autocomplete-templates.md) and you can add other fields from the Customer Unit to the autocomplete list search feature if they make sense for your business. For example, you may want to include Unit model names or manufacturers to make it easier to find a particular Unit.
+How a unit is displayed in drop down lists for selection in preventive maintenance, quotes and service work order items is determined by the Administrative Global Settings for [Autocomplete list template](adm-global-autocomplete-templates.md) and you can add other fields from the Customer Unit to the autocomplete list search feature if they make sense for your business. For example, you may want to include [Unit Model](svc-unit-models.md) names or manufacturers to make it easier to find a particular Unit.
 
 #### Customer
 
+The [Customer](customers.md) that owns this Unit.
+
+If a Customer transfers equipment to another of your Customers you can change the owner by changing the selection in this box.
+
+If the Unit is owned by yourself, and you want to be able to maintain equipment service history, it is recommended to create a Customer that is your company, and assign units to that Customer.
+
 #### Description
 
+Use this field to enter an extended description of a Unit if it has not been assigned a [Unit Model](svc-unit-models.md).
+
+This field’s purpose is to provide a human understandable description of a unit so that it’s easily identified on printed reports and various areas of the program.
+
+If you were to not select a model and also not provide a description the only identification of a Unit would be its serial number.
+
+Normally you would always assign a [Unit Model](svc-unit-models.md) instead of using this field because you only have to enter a [Unit Model](svc-unit-models.md) record once and can then select it quickly and easily.
+
+If you use this description field instead you would need to retype a full description for every Unit you enter.
+
+It is recommended that this field only be used in cases where a Unit is unique and there is only one of them that will ever be entered in AyaNova. Otherwise you will be doing a lot of double entry.
+
 #### Unit Model
 
+The purpose of [Unit Models](svc-unit-models.md) is to keep important service related information that applies to all Units of the same [Unit Model](svc-unit-models.md) together and to save the amount of entry required for each Unit as well as track warranty information.
+
+To take advantage of many time saving features throughout AyaNova you should always assign a Unit to a [Unit Model](svc-unit-models.md). This makes it easier to select from autocomplete selection lists, as well as filtering in the Unit List grid, as well as displaying on reports.
+
+If you are entering a Unit and discover there is no model entry for it, you can quickly add one on the fly by not selecting any Unit model, and clicking on the [open record button](ay-start-form-autocomplete.md#opening-selected-record) on the autocomplete list to open up a new and empty Unit Model entry screen. Enter the details of the Unit model, save and the model will now appear in the autocomplete selection list.
+
+Or if you need to edit a [Unit Models](svc-unit-models.md), select it from the autocomplete list, and then click on the [open record button](ay-start-form-autocomplete.md#opening-selected-record) to open the Unit Model entry screen with this Unit model's information.
+
+Remember that you only need to enter a [Unit Model](svc-unit-models.md) record once, after that it can be quickly selected when entering a Unit and the information is then useful throughout the program and on reports.
+
+If a Unit has a Unit model selected, as well as the Purchased Date entered, you will be able to take advantage of the warranty information that will appear within a [Work order](svc-workorders.md#unit) when the Unit is selected for service.
+
 #### Replaced by unit
 
+This field is used to record the replacement for a Unit for informational purposes if this Unit is set to inactive.
+
 #### Parent Unit
 
-#### Purchased from
+Used to group Units into a master and sub Unit relationship. If a Unit is part of another Unit select the other Unit from this list.
 
-todo placeholder link
+You can filter the Unit data table by the Parent Unit of this Unit to display all Units that are in essence sub-units of a master Unit – the Parent Unit.
+
+Do note that this is for informational purposes only. Setting this does not allow selection of the parent Unit in a work order to affect sub-units.
+
+#### Contract
+
+You can select a [Contract](svc-contracts.md) for a Customer Unit in AyaNova to be applied to Work orders, Quotes and Preventive maintenance orders [when selected](svc-contracts.md#unit-contract).
+
+#### Contract expires
+
+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.
 
 #### Unit metered
 
-todo placeholder link
+If checked this indicates that the Unit will have [meter readings](svc-meter-readings.md) tracked and displays the Meter reading button to open the [Meter Reading data table](svc-meter-readings.md).
 
 #### Meter reading button
 
@@ -115,27 +159,41 @@ You can also add a meter reading from a [work order's Unit area](svc-workorders.
 
 When a meter reading is added from a work order, the meter reading record is automatically set with a link back to the work order where the Unit meter reading was entered and this work order link displays in the Meter readings data table.
 
-#### Account number
+#### Purchased here
 
-Provided for reference or connecting to another application's matching account number for this Customer Unit.
+This is a flag to indicate the Unit was sold by your service company originally to ease reporting or finding appropriate paperwork for warranty or other tracking purposes.
 
-#### Web address
+This field in combination with the purchase date and sales receipt number give you all the information you need to quickly get an internal copy of a sales receipt for warranty processing purposes.
 
-Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
+#### Purchased from
 
-#### Contact
+This field is provided to help when it's necessary to contact the seller for warranty or other tracking and reporting purposes.
 
-The _primary_ contact person for this Customer Unit, generally your account manager with this Customer Unit. You can enter other contacts in the [other contacts](#other-contacts) field as freeform text.
+This field in combination with the purchase date and sales receipt number give you all the information you need to quickly get a copy of a sales receipt for warranty processing purposes.
 
-#### Email
+For example: if you want to get a copy of the receipt and all fields are filled out correctly, you can go to the unit entry screen, select the unit, note the receipt number and purchase date and then click on the Purchased from hyperlink to view the phone and contact information of the organization that sold the unit to contact them and get a copy of the invoice / receipt.
 
-Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
+#### Purchased date
 
-#### Phone fields
+Date of when this unit was purchased.
 
-Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices.
+This is used to determine warranty time left based on warranty information within the Unit Model or the overridden warranty terms.
 
-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.
+And this information is then available [within the work order](svc-workorders.md#warranty-information) so you can see at a glance at the time of workorder creation whether the unit falls under warranty or not.
+
+If a unit has a unit model selected, as well as the Purchased Date entered, you will be able to take advantage of the warranty information as laid out in the Unit Model that will appear [within the work order](svc-workorders.md#warranty-information).
+
+Refer also to the section on the service workorder item Unit sub-screen.
+
+#### Receipt number
+
+This field is provided for warranty related purposes. Sometimes you need to provide a copy of a sales receipt when processing a warranty claim. It could be your own sales receipt or another company’s if the unit was purchased elsewhere.
+
+#### Text 1, 2, 3, 4
+
+These optional fields are provided in addition to the regular form custom fields to enter additional information about this unit if desired. Use the [customize form](ay-customize.md) feature to hide / show and set the label each field as required.
+
+These four fields are available for reporting.
 
 #### Active
 
@@ -143,21 +201,13 @@ Customer Units that are set to Active can be selected on new objects that use Cu
 
 Customer Units not set to Active will still show in older records but can not be selected for new records; this is how you retire a Customer Unit from use.
 
+(If you retire a Unit and it has a replacement you can select that in the [replaced by unit](#replaced-by-unit) field provided for that purpose)
+
 #### Notes
 
 General notes about this record for internal staff use. Notes can also be reported on if desired.
 These notes are only visible in this form.
 
-#### Other contacts
-
-Freeform text area where you can enter any non-primary contacts for this Customer Unit, for example special departments that are not the main primary contact people.
-
-#### Alert notes
-
-Customer Unit alert notes are currently displayed on Purchase orders only and are intended as a general purpose alert message to _any_ staff member whenever they deal with this Customer Unit for purchasing about any unique and important information required to make the purchase.
-
-Alert notes will [display](ay-start-edit-forms.md#error-and-alerts) as an orange alert box with a triangular /!\ exclamation mark icon once a [Purchase order](inv-purchase-orders.md) is saved with this Customer Unit selected.
-
 #### Custom fields
 
 If the form has been [customized](ay-customize.md) and [custom fields](ay-customize.md#custom-fields) enabled for this object they will display here.
@@ -186,6 +236,8 @@ Sometimes a Unit will have it's own address or geographical coordinates distinct
 
 ![Customer Unit edit form override warranty tab](img/svc-customer-unit-edit-form-override-warranty-tab.png)
 
+0000000000000000000000 CONTINUE HERE 000000000000000000000000
+
 ### Menu options
 
 The Customer Unit edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).