This commit is contained in:
@@ -9,15 +9,3 @@ It is recommended to familiarize yourself with the AyaNova program before using
|
||||
---
|
||||
|
||||
<h6>Documentation version: 8.0.0, Copyright © 2022 Ground Zero Tech-Works Inc.</h6>
|
||||
|
||||
|
||||
TODO
|
||||
|
||||
Login will kick out of AyaNova can't be logged in twice to AyaNova from any location be it the ayanova web app or QBI
|
||||
if necessary make a QBI specific account, in fact we should recommend that
|
||||
Docs mention must be accoutning role user
|
||||
Docs mention that any existing work order statuses that might be set on wo to be invoiced MUST have Accounting role added to their REMOVE and ADD,
|
||||
also POSTWOSTATUS must have allow ADD accounting role
|
||||
docs mention status required for it to work don't fuck with it and if necessary how to fix it
|
||||
Docs should not refer to autoclose anymore, it's status driven now
|
||||
DOCS UI use "Link" and do not use "map" anywhere
|
||||
|
||||
@@ -1,3 +1,52 @@
|
||||
# Test page
|
||||
# Installation
|
||||
|
||||
## TEST PAGE
|
||||
Bertram didn't read all the instructions before starting installation and it too twice as long.
|
||||
|
||||
Don't be a Bertram; read these instructions before attempting installation!
|
||||
|
||||
|
||||
## Requirements before installation
|
||||
|
||||
### AyaNova QBI License
|
||||
|
||||
AyaNova QBI is an *optional* product to use with AyaNova. A license for QBI must be purchased and added to your AyaNova license to use QBI.
|
||||
|
||||
### 64 Bit Windows operating system
|
||||
|
||||
AyaNova QBI requires a 64 bit version of Windows
|
||||
|
||||
### Supported QuickBooks for Windows installed
|
||||
|
||||
The following versions of QuickBooks **Desktop** edition **with latest service patches** are supported by QBI:
|
||||
|
||||
- U.S. QuickBooks 2008 or newer
|
||||
- Canadian QuickBooks 2008 or newer
|
||||
- UK editions of QuickBooks Pro and Accountant Editions 2008 or newer
|
||||
- Australian QuickBooks QBi 2008/2009, 2009/2010, 2010/2011, 2011/2012 and QBi 2012/2013
|
||||
|
||||
QuickBooks must be installed to the same computer running QBI and must be able to open your QuickBooks company data file properly.
|
||||
|
||||
### QBFC15 integration package installed
|
||||
|
||||
AyaNova QBI uses and requires the QBFC version 15 integration package from Intuit that allows QBI to communicate with QuickBooks.
|
||||
|
||||
You must [download](https://ayanova.com/download/QBFC15_0Installer.exe) and run the QBFC installation file [QBFC15_0Installer.exe](https://ayanova.com/download/QBFC15_0Installer.exe) and install QBFC *before* attempting to install QBI.
|
||||
|
||||
QBI will not work without QBFC being installed first.
|
||||
|
||||
###
|
||||
|
||||
|
||||
|
||||
|
||||
#################################
|
||||
|
||||
|
||||
TODO
|
||||
|
||||
Login will kick out of AyaNova can't be logged in twice to AyaNova from any location be it the ayanova web app or QBI
|
||||
if necessary make a QBI specific account, in fact we should recommend that
|
||||
Docs mention must be accoutning role user
|
||||
Docs mention that any existing work order statuses that might be set on wo to be invoiced MUST have Accounting role added to their REMOVE and ADD,
|
||||
also POSTWOSTATUS must have allow ADD accounting role
|
||||
docs mention status required for it to work don't fuck with it and if necessary how to fix it
|
||||
|
||||
@@ -1,6 +1,8 @@
|
||||
# QuickBooks Inventory VS AyaNova Inventory
|
||||
|
||||
A common question asked by service companies using AyaNova along with the optional add-on QBI is "Do I use AyaNova inventory features, or QuickBook's or a combination of both?". The answer to that depends on what you want to do.
|
||||
A common question asked by service companies using AyaNova along with the optional add-on QBI is "Do I use AyaNova inventory features, or QuickBook's or a combination of both?".
|
||||
|
||||
The answer to that depends on what you want to do.
|
||||
|
||||
## Benefits of using AyaNova's inventory features along with your QuickBooks
|
||||
|
||||
@@ -17,14 +19,16 @@ AyaNova inventory includes a number of unique features:
|
||||
|
||||
Initial Quantity on-hand in AyaNova is set by [importing inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [entering opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) amounts into AyaNova.
|
||||
|
||||
As AyaNova is used, quantity on-hand is immediately updated whenever a Work order is saved with a new or changed part quantity selected. This way you can always see at a glance via the [Part Inventory data table](https://www.ayanova.com/docs/inv-part-inventory/) what each [Part Warehouse](https://www.ayanova.com/docs/inv-part-warehouses/) (if used in AyaNova) have what quantity of what parts on-hand.
|
||||
As AyaNova is used, quantity on-hand is immediately updated whenever a [Work order](https://www.ayanova.com/docs/svc-workorders/) is saved with a new or changed part quantity selected.
|
||||
|
||||
This way you can always see at a glance via the [Part Inventory data table](https://www.ayanova.com/docs/inv-part-inventory/) what each [Part Warehouse](https://www.ayanova.com/docs/inv-part-warehouses/) (if used in AyaNova) have what quantity of what parts on-hand.
|
||||
|
||||
### Serialization
|
||||
|
||||
- You can [track and enter serial numbers](https://www.ayanova.com/docs/inv-part-serials/) for [Parts](https://www.ayanova.com/docs/inv-parts/) in AyaNova
|
||||
- When receiving parts into inventory via an [AyaNova Purchase Order](https://www.ayanova.com/docs/inv-purchase-orders/), if the part has been set as serialized, you can enter serial numbers for the received parts
|
||||
- You can also update the list of serial numbers available for each part in that Parts edit form
|
||||
- In the AyaNova service workorder, when you select a serialized part you can select which of that Part's serial numbers were used
|
||||
- You can also [update the list of serial numbers available](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) for each part in that Parts [edit form](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers)
|
||||
- In the AyaNova service workorder, when you select a serialized part you can [select](https://www.ayanova.com/docs/svc-workorders/#serial-numbers) which of that Part's serial numbers were used
|
||||
|
||||
### QuickBooks inventory
|
||||
|
||||
@@ -48,7 +52,7 @@ This way you have only one program that you are entering such data
|
||||
|
||||
4\. NOTE: Don't worry, when QuickBooks inventory items are sold in an invoice generated by using your QBI to bill out your [AyaNova service workorders](https://www.ayanova.com/docs/svc-workorders/), your QuickBooks inventory on hand amounts will be updated too!
|
||||
|
||||
- In an AyaNova workorder, you select a part and enter its quantity.
|
||||
- In an AyaNova workorder, you [select a part](https://www.ayanova.com/docs/svc-workorders/#parts) and enter its quantity.
|
||||
|
||||
- If a part is serialized, just enter the serial number in the Description field in the Part record in the [AyaNova service workorder](https://www.ayanova.com/docs/svc-workorders/)
|
||||
|
||||
@@ -62,11 +66,11 @@ This way you have only one program that you are entering such data
|
||||
|
||||
Refer to your AyaNova Help documentation for steps on how to [import inventory](https://www.ayanova.com/docs/inv-part-inventory/#import-export) or manually [enter opening inventory](https://www.ayanova.com/docs/inv-part-inventory/#part-inventory-adjustment-edit-form) counts in your AyaNova.
|
||||
|
||||
3\. Use AyaNova for creating Purchase Orders and for receiving
|
||||
3\. Use AyaNova for creating [Purchase Orders](https://www.ayanova.com/docs/inv-purchase-orders/) and for receiving
|
||||
|
||||
- Take advantage of AyaNova features such as Part Requests in service workorders to order parts for specific workorders
|
||||
- Take advantage of AyaNova features such as [Part Requests](https://www.ayanova.com/docs/inv-part-requests/) in service workorders to order parts for specific workorders
|
||||
|
||||
- Take advantage of AyaNova inventory serial numbers entry and selection in workorders
|
||||
- Take advantage of AyaNova [Part's serial numbers entry](https://www.ayanova.com/docs/inv-parts/#available-serial-numbers) and [selection](https://www.ayanova.com/docs/svc-workorders/#serial-numbers) in workorders
|
||||
|
||||
4\. For your QuickBooks Accounts Payable, you may want to enter total amounts manually into QuickBooks for what you owe vendors that you have purchased for resale
|
||||
|
||||
|
||||
@@ -24,10 +24,10 @@ nav:
|
||||
- 'Suggested order of use': 'intro-suggested-order.md'
|
||||
- 'Inventory': 'intro-inventory.md'
|
||||
- Installation & configuration:
|
||||
- 'Common issues': 'install-common-issues.md'
|
||||
- 'Installaling QBI': 'install-qbi.md'
|
||||
- 'Starting QBI': 'install-starting.md'
|
||||
- 'QBI preferences': 'install-preferences.md'
|
||||
- 'Common issues': 'install-common-issues.md'
|
||||
- Linking & exporting:
|
||||
- 'Linking': 'linksync-link.md'
|
||||
- 'Export from QuickBooks': 'linksync-export-from-qb.md'
|
||||
|
||||
Reference in New Issue
Block a user