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@@ -431,7 +431,7 @@ All Work order item Unit edit form fields here are **optional** unless specifica
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#### Unit
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Selection of the [Customer Unit](svc-units.md) of equipment being serviced This field is **required**.
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Selection of the [Customer Unit](svc-units.md) of equipment being serviced. This field is **required**.
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##### Units with Contracts
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@@ -451,7 +451,7 @@ Also the 3 most recent service work orders this Unit was selected on are listed
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#### Notes
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This is a place to enter any notes that are useful here. This field does not display on any of the stock work order or invoice reports and as with most fields on forms in AyaNova it can be [removed](ay-customize.md) if not used.
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This is a place to enter any internal notes about this work order item unit record. This field does not display on any of the stock work order or invoice reports and as with most fields on forms in AyaNova it can be [removed](ay-customize.md) if not used.
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#### Work order item Unit Custom fields
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@@ -1161,7 +1161,7 @@ Manually force the price to a certain value. This override supersedes any other
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#### Notes
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This optional field is used to record any extra details of the loan provided. Text entered here does not appear on the stock work order reports.
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This optional field is used to record any internal notes about the loan provided. Text entered here does not appear on the stock work order reports.
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### Loan table info fields
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@@ -1227,20 +1227,11 @@ You can also refresh the page to abandon this and any other changes made locally
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Until the work order is saved the items are not actually deleted.
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### Outside services
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The Work order item Outside service record is where you record 3rd party service such as service depot or RMA repairs.
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The Work order item Outside service record is where you record 3rd party service such as service depot or RMA / Warranty repairs.
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The Outside services section of a work order is **optional** and won't be displayed until a work order item outside service record is added from the [Work order Items context menu](#work-order-item-context-menu).
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@@ -1250,93 +1241,85 @@ If more than one outside service record is added to the work order item they wil
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A work order item can have zero to many separate Work order item outside service records as required.
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All Work order item outside service edit form fields here are **optional**.
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All Work order item outside service edit form fields here are **optional** unless marked otherwise.
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#### Start date
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#### Unit
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This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when outside service began.
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Selection of the [Customer Unit](svc-units.md) of equipment being sent out for service. This field is **required**.
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If the [Global settings outside service default minutes](adm-global-settings.md#outside service-default-minutes) value is set, AyaNova will automatically set the _Stop date_ and _Quantity_ on new records.
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#### Sent to
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If a stop time is already set, adjusting the start time will cause AyaNova to calculate the _Quantity_ field automatically.
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[Vendor](vendors.md) this Unit was sent to for repair.
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#### Stop date
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#### RMA number
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This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when outside service ended.
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RMA (Return Merchandise Authorization) number is the tracking number assigned by the 3rd party repair service to repair this unit. If RMA doesn't make sense in your industry, you can rename the title of this field or remove it completely see the [form customization](ay-customize.md) help page for more information.
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If the [Global settings outside service default minutes](adm-global-settings.md#outside service-default-minutes) value is set, and the _Start date_ field is empty, AyaNova will automatically set the _Start date_ and _Quantity_ on new records.
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#### Repair cost
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If a start time is already set, adjusting the stop time will cause AyaNova to calculate the _Quantity_ field automatically.
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The cost charged to your service company for this repair to be made by the repair service.
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#### Quantity
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#### Repair price
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This is hours of outside service to be recorded / billed. It doesn't have to match the selected time period between the start and stop fields but it's a good idea to do so to avoid confusion.
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The price you are charging your customer for this repair made by the repair service.
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#### Distance
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#### Sent via
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This optional field is the distance outside serviceled.
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[Vendor](vendors.md) used to ship this Unit to the repair service.
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#### Outside service rate
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#### Tracking number
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This is the [outside service rate](acc-outside service-rates.md) that is billable rate for this outside service item.
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The shipping tracking number provided by the shipper.
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#### User
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#### Shipping cost
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Here you select the service technician User that had to outside service to provide service.
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The cost charged to your service company to ship this Unit to the repair service.
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#### No charge quantity
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#### Shipping price
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Enter no charge hours here (Outside service that was required 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.
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The price you are charging your customer to ship this Unit to the repair service.
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This value is **not deducted** from the _Quantity_ it is simply tracked here so the Customer can see they received some free outside service and so that time can be tracked in AyaNova for reporting and business metric purposes.
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#### Date sent
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#### Sales Tax
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This field is a [date time field](ay-start-common-controls.md#date-and-time) control and is used to enter the point in time when the Unit was shipped to the repair service.
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#### ETA date
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This field is is used to enter the point in time when the Unit is expected to be returned from the repair service.
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#### Date returned
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The point in time when the Unit was received back in your shop from the repair service.
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#### Tax code
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[Tax](acc-tax-codes.md) to be charged for this Outside service.
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#### Price override
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#### Notes
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Manually force the price to a certain value. This override supersedes any other source for the price including Contracts and / or the source object's price itself.
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Contract adjusted pricing is not part of the Manual Price Override feature; only values entered by a user manually in this field will be present.
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#### Outside service details
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This optional field is used to record the details of the outside service required. Text entered here appears on stock work order and invoice reports as the explanation of outside service required.
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This optional field is used to record internal notes. Text entered here does not appear on stock work order or invoice reports.
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### Outside service table info fields
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The outside service 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).
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#### Unit of measure
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This is mirrored from the [Outside service rate's](acc-outside service-rates.md) _Unit charge description_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
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#### Cost
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This is mirrored from the [Outside service rate's](acc-outside service-rates.md) _Cost_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
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#### List price
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This is mirrored from the [Outside service rate's](acc-outside service-rates.md) _Retail charge_ field and can be removed if not required through [Customizing](ay-customize.md) the work order form.
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The outside service table contains some read-only fields that are calculated from the data entered. Some of these fields are only visible to [higher rights users](#cost-restrictions).
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#### Price
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This is the calculated effective price of this record. If Price override is set, _that_ is the effective price no matter any other setting, otherwise it's the Outside service's List price as is, or adjusted if there is a Contract with a Outside service rate price adjustment in effect.
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This value is Shipping charges plus repair charges.
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#### Net price
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This calculated value is the effective Price field multiplied by the Quantity field.
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This value is a duplicate of the Price field included for consistency with reporting and other automated functionality.
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#### Tax A amount
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Net price multiplied by the selected Tax's A percentage.
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Net price multiplied by the selected Tax code's Tax A percentage.
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#### Tax B amount
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If the selected Tax does not have a Tax B set this field will be zero.
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If the selected Tax code does not have a Tax B set this field will be zero.
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If the selected Tax has Tax on Tax checked then this value is (Net price + Tax A amount) multiplied by Tax's B percentage.
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If the selected Tax code has Tax on Tax checked then this value is (Net price + Tax A amount) multiplied by Tax's B percentage.
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If Tax on Tax is not set then this is Net price multiplied by the selected Tax's B percentage.
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@@ -1372,19 +1355,6 @@ You can also refresh the page to abandon this and any other changes made locally
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Until the work order is saved the items are not actually deleted.
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## OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
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## Extras info that may or may not be added later
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