2022-04-05 20:03:57 +00:00
parent 0f13e0b68d
commit fcdef0c1a6
6 changed files with 126 additions and 11 deletions
--- a/devdocs/todo.txt
+++ b/devdocs/todo.txt
@@ -263,6 +263,13 @@ todo:3 todo: check out this SPA memory leak detector, it *does* have a login abi
  \_____|______|_____|______|_| \_|  |_|   
                                         

+todo: 1 BUGBUG - loaner item has a default rate but it's not being used on work orders when selected
+	probably also quotes and pm's as well.
+	NOTE: v7 didn't have a default rate, not sure why I added it, maybe it's better to remove it?
+	I decided to remove it so hid it in the Client from display, however it still is in the schema and in the model
+	so after beta but before release should be dropped, or maybe this is my first schema update besides translation?
+
+
 todo: 1 should a superuser really have a dashboard?
 todo: 2 adm-import lists a lot of objects that are work order item children etc, I think people mainly want invenotry (which isn't there), customers, ho maybe, whatever is the biggest lists
 	so remove unimportable types, implement most desired import types
@@ -876,7 +883,10 @@ Current v8 docs home: https://www.ayanova.com/docs/next

 BUILD 8.0.0-beta.4 CHANGES OF NOTE

+- Customer user docs system changed at back end and front end so that customer only sees their own manual not the regular AyaNova manual
 - Customer user documentation written
- 
+- Completed docs (or at least none are "under CONSTRUCTION" still)
+- removed default rate from the loaner edit form, it was unimplemented anywhere else and not in v7 and would require a lot of backing code to make it work
+


--- a/docs/8.0/ayanova/docs/head-offices.md
+++ b/docs/8.0/ayanova/docs/head-offices.md
@@ -135,7 +135,7 @@ 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 Customer edit form also has these options:
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Head office edit form also has these options:

 #### Customers

--- a/docs/8.0/ayanova/docs/inv-part-warehouses.md
+++ b/docs/8.0/ayanova/docs/inv-part-warehouses.md
@@ -90,7 +90,7 @@ Optional [attachments control](ay-start-form-attachments.md).

 ### Menu options

-In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options:
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Warehouse edit form also has these options:

 #### Part inventory

--- a/docs/8.0/ayanova/docs/inv-parts.md
+++ b/docs/8.0/ayanova/docs/inv-parts.md
@@ -133,7 +133,7 @@ Optional [attachments control](ay-start-form-attachments.md).

 ### Menu options

-In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options:
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Part edit form also has these options:

 #### Part inventory

--- a/docs/8.0/ayanova/docs/svc-csr.md
+++ b/docs/8.0/ayanova/docs/svc-csr.md
@@ -33,8 +33,6 @@ The Customer service requests [data table](ay-start-form-data-tables.md) lists a

 The Customer service request edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:

-The Name field is the only required field on this form, all other fields are optional.
-
 #### Customer

 This is the name of the Customer that the service was requested for.
--- a/docs/8.0/ayanova/docs/svc-loaners.md
+++ b/docs/8.0/ayanova/docs/svc-loaners.md
@@ -1,12 +1,119 @@
-# SVC-LOANERS
+# Loaner items

-![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg)
+Loaner items are units of equipment that can be loaned or rented in the course of providing service.

+Work orders have a [loans](svc-workorders.md#loans) area dedicated to this feature.

-### Shadow units
+## Authorization Roles required

-If you need to track service on Loan items, a loan item can have a "Shadow Unit" attributed to it.  Any Unit can be a shadow unit of a loan item.
-The recommended course of action is to create a Customer specfically for all Shadow Units i.e. "Shadow_unit_customer".  Then create a standard Unit that belongs to this customer for each Loan Item for which you want to track service.  If a Loan item requires internal service it can be placed on a standard work order with the "Shadow_unit_customer" selected as the Customer.
+This form is available to User's with the following [roles](ay-biz-admin-roles.md):
+
+Full access
+
+- Business administration
+- Service manager
+- Accounting
+
+Read only access
+
+- Business administration - restricted
+- Service manager - restricted
+- Service technician
+- Sales
+- Sales - restricted
+
+## How to access Loaner items
+
+Loaner items are accessed in the following ways:
+
+- From the `Service` navigation pane `Loaner items` item to open the Loaner items [data table](ay-start-form-data-tables.md)
+
+## Loaner items data table
+
+The Loaner items [data table](ay-start-form-data-tables.md) lists all the Loaner items that are available and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
+
+## Loaner items edit form
+
+The Loaner items edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
+
+The Name field is the only required field on this form, all other fields are optional.
+
+#### Name
+
+This is the name of the Loaner item as it's displayed in forms and reports. This is also the primary identifier when searching for a Loaner item to select in [autocomplete](ay-start-form-autocomplete.md) lists. A Loaner item Name must be unique from all other Loaner items entered.
+
+Keep in mind that this is the Name that Customers will see on reports if provided to them.
+
+This is the only **required** field on the Loan item edit form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
+
+#### Serial number
+
+The serial number for this loaner item for tracking and optionally selection purposes as an option for the Loan item [autocomplete](ay-start-form-autocomplete.md) list template.
+
+#### Costs
+
+There are 6 different Cost fields available for varying units of time.
+
+The cost of providing this loaner item per the unit of time indicated in the field for the service company. Used for business metrics and management reporting.
+
+As with all non-required fields in AyaNova [you can hide](ay-customize.md#hiding-fields) any fields on this form that are not required.
+
+#### Charges
+
+There are 6 different charge fields available for varying units of time.
+
+The charge to the Customer per the unit of time indicated in the field for providing this loaner item. Used on work orders for charging to Customer, busines metrics and management reporting.
+
+As with all non-required fields in AyaNova [you can hide](ay-customize.md#hiding-fields) any fields on this form that are not required.
+
+#### Shadow unit
+
+If you need to track service on Loan items, a loan item can have a "Shadow Unit" attributed to it.
+
+Any Unit can be a shadow unit of a loan item.
+
+The recommended course of action is to create a Customer specfically for all Shadow Units i.e. "Shadow_unit_Loaner item". Then create a standard Unit that belongs to this Loaner item for each Loan Item for which you want to track service. 
+
+If a Loan item requires internal service it can be placed on a standard work order with the "Shadow_unit_Loaner item" selected as the Customer.

 In this way you have the full range of reports and data tracking available for your own in-house Units that are loaned out periodically for service.

+#### Active
+
+Loaner items that are set to Active can be selected on new records.
+
+Loaner items not set to Active will still show in older records but can not be selected for new records; this is how you retire a Loaner item from use.
+
+#### 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.
+
+#### 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).
+
+### Menu options
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Loaner item edit form also has these options:
+
+#### Work orders
+
+This is a shortcut to view prior work orders for this loaner unit 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 loaner unit.
+
+#### Quotes
+
+This is a shortcut to create or view prior Quote records for this loaner unit and opens the [Quote list](svc-quotes.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this loaner unit.
+
+#### Preventive maintenance
+
+This is a shortcut to create or view prior Preventive maintenance records for this loaner unit and opens the [PM list](svc-pms.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show records for this loaner unit.