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2022-02-08 17:45:26 +00:00
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@@ -66,6 +66,12 @@ Part **costs** are only visible on the work order to Users with the following ro
- Inventory
- Inventory - restricted
Costs to restricted users are not only hidden in the work order user interface but are also sent as zeros in the data from the server when a restricted user fetches a work order object from the AyaNova server.
Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs.
There are several [reporting flags](#report-template-special-fields) available for adjusting the display of the report template to hide or show elements depending on the what the User is permitted to view.
### Negative part quantity restrictions
No User is permitted to enter negative amounts in Work order item Part records except for Users with the **Inventory** role.
@@ -257,7 +263,6 @@ Field to record a date and time by which the work should be completed. This fiel
This field is automatically set if empty when a new work order is first saved if there is a [contract](svc-contracts.md#response-time) with a response time commitment in effect or if the Global setting [Default work order completion age](adm-global-settings.md#default-work-order-completion-age) property is set.
#### Contract
This field is used to select a [Contract](svc-contracts.md) which is used for providing special pricing and ensuring response time commitments. It will automatically be applied to a new work order when it is first saved if the Customer or Head office has a Contract selected.
@@ -282,9 +287,6 @@ By default, the date the workorder was created is pre-selected for you, but you
The service date is used by the optional Customer notification "Service imminent" which will notify them when service is about to happen if you are allowing the use of the [Customer access](adm-global-settings.md#customer-access-settings) self-service features of AyaNova.
#### Contact
Enter a customer contact name here. Useful when filled in on intake of equipment for calling a Customer about the work required or finding the person you need when onsite.
@@ -319,7 +321,7 @@ Optional [attachments control](ay-start-form-attachments.md).
#### Age "virtual" field
The work order *Age* is displayed in the work order data table as an optional column and is calculated at the moment it's displayed based on the date and time the work order was first created. This field is not visible in the work order edit form and is not editable.
The work order _Age_ is displayed in the work order data table as an optional column and is calculated at the moment it's displayed based on the date and time the work order was first created. This field is not visible in the work order edit form and is not editable.
### Work Order Items
@@ -1451,9 +1453,9 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common
### Report template special fields
## Restricted work order User report fields
## Special work order report fields
As some Work order data is not shown or available to restricted Users, several flag fields are provided in the work order header which are available to use in Report templates as required:
As some Work order data is not shown or available to restricted Users, several boolean true / false flag fields are provided with the work order header report data which are available to use in Report templates to hide or show sections as required:
- _IsCompleteRecord_ false if some Work order Item records were removed as not available to current restricted user
- _UserIsRestrictedType_
@@ -1486,5 +1488,3 @@ As some Work order data is not shown or available to restricted Users, several f
- WorkOrderItemParts costs: to see these costs, the user must have one of the following roles: InventoryRestricted, Inventory, BizAdmin (full), Accounting
- WorkOrderItemLabor / WorkOrderItemTravel / WorkOrderItemLoan costs: user must have one of the following roles: ServiceRestricted, Service, BizAdmin (full), Accounting
- Reporting convenience fields: fields are included on work order header report data to indicate which costs are hidden: HasPartCosts, HasTravelAndLaborRateCosts, HasLoanItemCosts
- Costs to restricted users are not only hidden in work order user interface but are also sent as zeros in the data from the server
- Cost restrictions also apply to reporting so a report with cost fields on it will show those values as zero if the current user is restricted from seeing costs