docs/8.0/ayanova/docs/acc-service-rates.md

@@ -4,7 +4,7 @@ The Service rates [form](ay-start-form-overview.md) is used to edit Service rate
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/acc-tax-codes.md

@@ -6,7 +6,7 @@ Tax codes are used to indicate and calculate charge and cost taxes in several ar
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/acc-travel-rates.md

@@ -6,7 +6,7 @@ Travel rates are used to indicate charges for travel required to provide service
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-attachments.md

@@ -4,7 +4,7 @@ The attached files form is used to manage attachments that users have [attached
 
 ## Authorization Roles required
 
-This form is available to user's 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
 

docs/8.0/ayanova/docs/adm-global-autocomplete-templates.md

@@ -8,7 +8,7 @@ AyaNova lets you choose the fields that are most appropriate for _your_ business
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-global-logo.md

@@ -4,7 +4,7 @@ This form is used to upload your business logo if you wish to customize the logi
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-global-seeds.md

@@ -4,7 +4,7 @@ The "seed numbers" form is used to change the automatically assigned serial / "s
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-global-settings.md

@@ -6,7 +6,7 @@ The global settings [form](ay-start-form-overview.md) is used to control Busines
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-history.md

@@ -4,7 +4,7 @@ The global history form is an event log that shows important events that took pl
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-import.md

@@ -6,7 +6,7 @@ More advanced import or synchronization requirements are supported through the [
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-license.md

@@ -12,7 +12,7 @@ See the [Trying out AyaNova](ay-evaluate.md) page for details.
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-report-templates.md

@@ -6,7 +6,7 @@ AyaNova features a built in [report editor](ay-report-edit.md) where existing re
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-translations.md

@@ -8,7 +8,7 @@ AyaNova comes with four stock translations for English, French, German and Spani
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/adm-users.md

@@ -4,7 +4,7 @@ The Users [form](ay-start-form-overview.md) is used to create and edit Users and
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -6,7 +6,7 @@ Custom fields can also be enabled here to provide additional data entry fields u
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -6,7 +6,7 @@ The picker is also the gateway to [editing and creating reports](adm-report-temp
 
 ## Authorization Roles required
 
-This form is available to User's on any reportable object form to which they have access.
+Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users on any reportable object form to which they have access.
 
 Report templates [can be restricted](ay-report-edit.md#properties) to certain [roles](ay-biz-admin-roles.md) meaning some reports will not be listed for all users even if they have full rights to the underlying AyaNova business object type.
 

docs/8.0/ayanova/docs/cust-contacts.md

@@ -6,7 +6,7 @@ Customer contacts are people associated with a Customer or Head office that migh
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/customer-notes.md

@@ -10,7 +10,7 @@ Customers appreciate it when their service company staff are all aware of any im
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/customer-notify-subscriptions.md

@@ -34,7 +34,7 @@ We realize not every site can or will want to set up external access for their c
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/customers.md

@@ -4,7 +4,7 @@ The Customers [form](ay-start-form-overview.md) is used to edit your business Cu
 
 ## Authorization Roles required
 
-This form is available to User's 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
 
@@ -62,7 +62,7 @@ This is the only **required** field on the Customer form. All other fields are o
 
 #### Account number
 
-Provided for reference or connecting to another applications matching account number for this customer.
+Provided for reference or connecting to another application's matching account number for this customer.
 
 #### Web address
 

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
 
-This form is available to User's 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
 
@@ -69,7 +69,7 @@ This is the only **required** field on the Head office form. All other fields ar
 
 #### Account number
 
-Provided for reference or connecting to another applications matching account number for this head office.
+Provided for reference or connecting to another application's matching account number for this head office.
 
 #### Web address
 

docs/8.0/ayanova/docs/inv-part-assemblies.md

@@ -4,7 +4,7 @@ Part assemblies are an arbitrary collection of parts grouped together to save ti
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-part-inventory-transactions.md

@@ -4,7 +4,7 @@ The Inventory transactions data table and edit form are used to view past invent
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-part-inventory.md

@@ -6,7 +6,7 @@ In addition it can be used to drive a variety of reports for inventory reconcili
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-part-requests.md

@@ -14,7 +14,7 @@ Part requests are fulfilled via the Purchase order's [Part requests](inv-purchas
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-part-serials.md

@@ -6,7 +6,7 @@ Serials entered here are available for selection on a work order, however you ca
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-part-stock-levels.md

@@ -8,7 +8,7 @@ Stock levels are also displayed on the [Inventory table](inv-part-inventory.md)
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-part-warehouses.md

@@ -10,7 +10,7 @@ Inventory must be turned on with the ["Use inventory"](adm-global-settings.md#us
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-parts.md

@@ -10,7 +10,7 @@ In AyaNova you can fully track inventory and have all your parts available for q
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/inv-purchase-orders.md

@@ -11,7 +11,7 @@ Purchase Orders are used to:
 
 ## Authorization Roles required
 
-This form is available to User's 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
 
@@ -43,6 +43,10 @@ The Purchase orders [data table](ay-start-form-data-tables.md) lists all the pur
 
 The Purchase order edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following header fields that are not part of the purchase order items collection documented [below](#order-items).
 
+#### Vendor alert notes
+
+If a PO has a Vendor with [Vendor alert notes](vendors.md#alert-notes) entered, they will display at the top of the PO in an [alert box](ay-start-edit-forms.md#error-and-alerts).
+
 #### PO number
 
 This is the number of the purchase order as it's displayed in forms and reports. This is also the primary identifier when searching for a purchase order to select in [autocomplete](ay-start-form-autocomplete.md) lists.

docs/8.0/ayanova/docs/ops-customer-notify-log.md

@@ -6,7 +6,7 @@ When an email notification is sent to a Customer it will be logged here.
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-form-backup.md

@@ -6,7 +6,7 @@ The Backup [form](ay-start-form-overview.md) is used to view and control automat
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-jobs.md

@@ -8,7 +8,7 @@ For example both the automated daily backup and rendering a report from a User r
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-metrics.md

@@ -18,7 +18,7 @@ Metrics snapshots for the last 365 days are stored in the database and entries o
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-notification-system.md

@@ -11,7 +11,7 @@ The in application delivery does not require any configuration however the SMTP
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-notify-log.md

@@ -6,7 +6,7 @@ When an email or in-app notification is sent to a User it will be logged here.
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-profile.md

@@ -12,7 +12,7 @@ The profiler tracks the most recent 30 minutes of activity only.
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/ops-server-information.md

@@ -4,7 +4,7 @@ This form shows information required for management and troubleshooting of the A
 
 ## Authorization Roles required
 
-This form is available to User's 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):
 
 Read only access
 

docs/8.0/ayanova/docs/ops-server-state.md

@@ -4,7 +4,7 @@ The Server state [form](ay-start-form-overview.md) is used to control the availa
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -6,7 +6,7 @@ A Contract can be automatically applied to new work orders if an associated obje
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -6,7 +6,7 @@ Requests are listed here.
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -6,7 +6,7 @@ Work orders have a [loans](svc-workorders.md#loans) area dedicated to this featu
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/svc-meter-readings.md

@@ -8,7 +8,7 @@ Meter readings can also trigger a `Unit meter reading multiple exceeded` [Notifi
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -12,7 +12,7 @@ See the [Work order](svc-workorders.md) documentation page for all other feature
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -12,7 +12,7 @@ It may also be useful to be able to show the client a summarized or detailed acc
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/svc-quote-status.md

@@ -11,7 +11,7 @@ A quote status is completely separate and not related to [work order status](svc
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -10,7 +10,7 @@ See the [work order](svc-workorders.md) documentation page for all other feature
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/svc-task-groups.md

@@ -6,7 +6,7 @@ See the Work orders [Tasks](svc-workorders.md#tasks) help topic for details.
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/svc-unit-models.md

@@ -6,7 +6,7 @@ Selecting a specific Unit Model in a unit entry screen is useful if you wish to
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -1,10 +1,101 @@
-# SVC-UNITS
+# Customer units
+
+The Customer Units [form](ay-start-form-overview.md) is used to edit Customer Units available in AyaNova which are the Customer owned items you will be servicing and tracking in AyaNova.
+
+When you provide service for a Customer that involves a particular item that may be serviced again in future you will want to create a Customer Unit record for it.
+
+A Unit may not necessarily be equipment, it is anything you want to track and report on for service.  For example some AyaNova users service apartments so they enter Apartments as the Customer Unit.  Others service computers so they enter a particular computer as the Unit.
+
+Customer Units can be selected in AyaNova in the following places:
+
+- [Customer Unit "Parent Unit"](#parent-unit)
+- [Customer Unit "Replaced by Unit"](#replaced-by-unit)
+- [Customer service request "Unit"](svc-csr.md#unit)
+- [Loaner unit "Shadow unit"](svc-loaners.md#shadow-unit)
+- [Unit meter reading](svc-meter-readings.md#unit)
+- [Work order / Quote / PM item "Unit"](svc-workorders.md#units)
+- [Work order / Quote / PM item outside service "Unit"](svc-workorders.md#outside-services)
+
+
+
+
+
+
+00000000000000 CONTINUE HERE DOWN 0000000000000000000000000000000
+
+
+
+
+
+
+## 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):
+
+Full access
+
+- Accounting
+- Business administration
+- Service manager
+- Inventory
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Sales
+- Sales - restricted
 
 ## Import / Export
 
 Units can be [imported](adm-import-unit.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
 
-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+## How to access Customer Units
+
+Customer Units are accessed in the following ways:
+
+- From the `Customer Units` navigation pane to open the Customer Units [data table](ay-start-form-data-tables.md)
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Customer Unit autocomplete list on any other form where Customer Units can be selected
+- From any [data table](ay-start-form-data-tables.md) column showing Customer Units
+
+## Customer Unit data table
+
+![Customer Units table](img/svc-customer-units.png)
+
+The Customer Units [data table](ay-start-form-data-tables.md) lists all the Customer Units available, provides the '+' link to create a new Customer Unit and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Customer Unit edit form
+
+![Customer Unit edit form](img/svc-customer-unit-edit-form.png)
+
+The Customer Unit edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+### Customer Unit tab
+
+#### Serial number
+
+This is the primary identifier of the Customer Unit as it's displayed in forms and reports and when searching for a Customer Unit to select in [autocomplete](ay-start-form-autocomplete.md) lists.
+
+A Customer Unit serial number must be unique from all other Customer Units **of the same [Unit model](svc-unit-models.md)** entered. It's ok for two Customer Units to have the same serial number as long as their Unit Model differs.
+
+Keep in mind that this is the identifier that Customers may sometimes see on reports if provided to them.
+
+This is the only **required** field on the Customer Unit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
+
+You could have many units entered into the AyaNova database with the same Unit Model and manufacturer, the serial number is what identifies each unit individually.
+
+A serial number can be any combination of letters / symbols or numbers that you can type on your keyboard.
+
+If a unit that you want to track does not have a serial number you will have to make one up for it. Some of our clients who manufacture their own equipment will assign serial numbers to units and either etch or tag the unit in some way to mark it with the serial number.
+
+Sometimes a unit that does not have a serial number is part of another unit that does have a serial number.
+
+For example a wheel on a bicycle may not have a serial number, but the bicycle does. In this case when you create a unit record for that bicycle's front wheel, you might want to enter the serial number like this “123abc-front wheel” Where 123abc is the serial number of the main unit, in this case a bicycle.
+
+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.
 
 #### Purchased from
 
@@ -25,3 +116,70 @@ Clicking on this button will open the [Meter readings](svc-meter-readings.md) fo
 You can also add a meter reading from a [work order's Unit area](svc-workorders.md#meter-reading-button).
 
 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
+
+Provided for reference or connecting to another application's matching account number for this Customer Unit.
+
+#### Web address
+
+Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
+
+#### Contact
+
+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.
+
+#### Email
+
+Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
+
+#### Phone fields
+
+Five phone contact number fields are provided as [Phone controls](ay-start-common-controls.md#phone) for entry or dialing on supported devices.
+
+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.
+
+#### Active
+
+Customer Units that are set to Active can be selected on new objects that use Customer Units.
+
+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.
+
+#### 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.
+
+#### Tags
+
+Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
+
+#### Wiki
+
+Optional [wiki control](ay-start-form-wiki.md).
+
+#### Attached files
+
+Optional [attachments control](ay-start-form-attachments.md).
+
+### Address tab
+
+Standard AyaNova object [Address control](ay-start-common-controls.md#address).
+
+### Menu options
+
+The Customer Unit edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).

docs/8.0/ayanova/docs/svc-work-order-item-priority.md

@@ -6,7 +6,7 @@ This can be used for any purpose desired or even [removed from the form](ay-cust
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/svc-work-order-item-status.md

@@ -8,7 +8,7 @@ A work order item status is completely separate from a [Work order status](svc-w
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

docs/8.0/ayanova/docs/svc-work-order-status.md

@@ -12,7 +12,7 @@ A work order status is completely separate from a [Quote status](svc-quote-statu
 
 ## Authorization Roles required
 
-This form is available to User's 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
 

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

@@ -26,7 +26,7 @@ or as complex as required:
 
 ## Authorization Roles required
 
-This form is available to User's 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
 
@@ -433,7 +433,7 @@ If the Quantity field presently already has any positive number, then clicking o
 
 ![Work order units](img/svc-wo-units.png)
 
-The Work order item Unit is where you select a Customer owned Unit to be serviced. It's not necessary to choose a Unit here but it's a good idea if there is equipment being serviced because it will then be tracked in AyaNova and enable many additional features.
+The Work order item Unit is where you select a [Customer owned Unit](svc-units.md) to be serviced. It's not necessary to choose a Unit here but it's a good idea if there is equipment being serviced because it will then be tracked in AyaNova and enable many additional features.
 
 The Units section of a work order is **optional** and won't be displayed until a Unit is added from the [Work order Items context menu](#work-order-item-context-menu).
 

docs/8.0/ayanova/docs/vendors.md

@@ -1,6 +1,10 @@
 # Vendors
 
-The Vendors [form](ay-start-form-overview.md) is used to edit Vendors available in AyaNova which are companies who provide services or products to your service company and can be selected in AyaNova in the following places:
+The Vendors [form](ay-start-form-overview.md) is used to edit Vendors available in AyaNova which are companies who provide services or products to your service company.
+
+Vendors are an important aspect of AyaNova as they save time during selection, track important and useful data related to many areas of AyaNova and provide a central location where you can enter all the contact information for a Vendor to make it quick and easy to contact them when necessary.
+
+Vendors can be selected in AyaNova in the following places:
 
 - [Purchase Order](inv-purchase-orders.md#vendor)
 - [Customer Unit "Purchased from"](svc-units.md#purchased-from)
@@ -14,7 +18,7 @@ The Vendors [form](ay-start-form-overview.md) is used to edit Vendors available
 
 ## Authorization Roles required
 
-This form is available to User's 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
 
@@ -39,25 +43,15 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e
 
 Vendors are accessed in the following ways:
 
-- From the `Vendors` navigation pane `Vendors` item to open the Vendors [data table](ay-start-form-data-tables.md)
-- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected such as the Work order, Quote and Preventive Maintenance forms
-- From any [data table](ay-start-form-data-tables.md) column showing vendors such as the [Work order list](svc-workorders.md)
-
-## How vendors work
-
-### Selecting
-
-Vendors are selected in many places in AyaNova including [Serviceable Vendor Units](svc-units.md) on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders.
-
-### Retiring
-
-When a Vendor is no longer required it should be set to inactive by un-checking it's Active checkbox so it is not offered for selection on new records but will still display on old records.
+- From the `Vendors` navigation pane to open the Vendors [data table](ay-start-form-data-tables.md)
+- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected
+- From any [data table](ay-start-form-data-tables.md) column showing vendors
 
 ## Vendor data table
 
 ![vendors table](img/vendors.png)
 
-The Vendors [data table](ay-start-form-data-tables.md) lists all the vendors available, provides the '+' link to create a new vendor and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+The Vendors [data table](ay-start-form-data-tables.md) lists all the Vendors available, provides the '+' link to create a new Vendor and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
 
 ## Vendor edit form
 
@@ -71,18 +65,22 @@ The Vendor edit form provides all the [standard edit form](ay-start-edit-forms.m
 
 This is the name of the vendor as it's displayed in forms and reports. This is also the primary identifier when searching for a vendor to select in [autocomplete](ay-start-form-autocomplete.md) lists. A vendor name must be unique from all other vendors entered.
 
-Keep in mind that this is the Name that Vendors will see on reports if provided to them.
+Keep in mind that this is the Name that may sometimes see on reports if provided to them.
 
 This is the only **required** field on the Vendor form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
 
 #### Account number
 
-Provided for reference or connecting to another applications matching account number for this vendor.
+Provided for reference or connecting to another application's matching account number for this vendor.
 
 #### Web address
 
 Web site address in an [URL control](ay-start-common-controls.md#url) for entry or opening.
 
+#### Contact
+
+The _primary_ contact person for this Vendor, generally your account manager with this vendor. You can enter other contacts in the [other contacts](#other-contacts) field as freeform text.
+
 #### Email
 
 Email address in an [Email control](ay-start-common-controls.md#email) for entry or opening.
@@ -95,28 +93,24 @@ These fields are pre-labeled as "Business", "Fax", "Home", "Mobile", "Pager" how
 
 #### Active
 
-Vendors that are set to Active can be selected on new Work orders and other objects that use vendors.
+Vendors that are set to Active can be selected on new objects that use Vendors.
 
-Vendors not set to Active will still show in older records but can not be selected for new records; this is how you retire a vendor from use.
+Vendors not set to Active will still show in older records but can not be selected for new records; this is how you retire a Vendor from use.
 
-#### General notes
+#### Notes
 
-Notes about this record for internal staff use. Notes can also be reported on if desired.
+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.
 
-#### Service tech notes
+#### Other contacts
 
-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 vendor. 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 Vendor, 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.
+Freeform text area where you can enter any non-primary contacts for this Vendor, for example special departments that are not the main primary contact people.
 
 #### Alert notes
 
-Vendor 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 vendor.
+Vendor 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 Vendor for purchasing about any unique and important information required to make the purchase.
 
-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 vendor. For example billing related issues such as "Credit hold - cash only".
+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 Vendor selected.
 
 #### Custom fields
 
@@ -140,20 +134,4 @@ Standard AyaNova object [Address control](ay-start-common-controls.md#address).
 
 ### Menu options
 
-In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Vendor edit form also has these options:
-
-#### Work orders
-
-This is a shortcut to create or view prior work orders for a vendor 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 vendor.
-
-#### Vendor Units
-
-This is a shortcut to create or view prior Unit records for a vendor and opens the [Unit list](svc-units.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.
-
-#### Quotes
-
-This is a shortcut to create or view prior Quote records for a vendor and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.
-
-#### Preventive maintenance
-
-This is a shortcut to create or view prior Preventive maintenance records for a vendor and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this vendor.
+The Vendor edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).