97 lines
3.5 KiB
Markdown
97 lines
3.5 KiB
Markdown
# Part assemblies
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Part assemblies are an arbitrary collection of parts grouped together to save time [entering commonly used groups of parts on work orders](svc-workorders.md#part-assembly), [Quotes](svc-quotes.md) and [Preventive maintenance](svc-pms.md) orders.
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## Authorization Roles required
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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):
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Full access
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- Accounting
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- Business administration
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- Inventory
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Read only access
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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## Import / Export
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Part assemblies can be [imported](adm-import-part-assembly.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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## How to access Part assemblies
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Part assemblies are accessed in the following ways:
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- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Part assemblies` item to open the Part assemblies [data table](ay-start-form-data-tables.md)
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- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in the [Work order](svc-workorders.md#part-assembly), Quote or PM forms where Part assemblies can be selected
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## How part assemblies work
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Part assemblies are used to select a group of Parts at once. The parts selected are inserted into the form as if they had been selected individually, no link is required to the original Part assembly record so Part assemblies can be edited or removed at any time without affecting existing records.
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## Part assemblies data table
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The Part assemblies [data table](ay-start-form-data-tables.md) lists all the Part assemblies available, provides the '+' link to create a new Part assembly and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options).
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## Part assembly edit form
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The Part assembly edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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#### Part assembly name
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The descriptive name used for this part assembly that Users will be looking for to make their selection.
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#### Parts
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This area is a collection of the selected parts for this part assembly.
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##### Add
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Clicking on the `+` icon above the list opens a dialog entry box to add a part.
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#### Edit / remove
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Click on the edit icon at the far right of any part line to change or remove that part.
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#### Active
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Part assemblies set to active can be selected by Users on work orders, quotes and pm's.
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Part assemblies not active remain in the system but are not offered for selection in work orders, quotes and pm's.
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#### Notes
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Notes about this record for internal staff use. Notes can also be reported on if desired.
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These notes are only visible in this form.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing and filtering in the data table.
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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Optional [attachments control](ay-start-form-attachments.md).
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### Menu options
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The menu contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options).
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