As accessing AyaNova data via WBI is via a web program, unless you "tell" the web page to save edits or new entries, the AyaNova database has no way to know that you have added a new record, or edited an existing record unless you "tell" it to Save. It is up to you to make sure that you save any new records added, or any existing record edits.
Creating a new record:
Just like in the AyaNova program, when you select the New.. menu option on a grid, it will open an empty entry screen for that object where you can enter in the needed data, save and exit to return to the previously viewed grid.
For example, to create a new client, from the Clients grid, select the New.. menu option
An empty client entry screen will open in a second web browser window.
Enter in data for that client such as Name, Dispatch Zone, etc.
To save this new entry and return to the Clients grid, select the Save & Exit menu option.
If you instead close the browser webpage directly (X in the upper right-hand corner if IE, or page if Mozilla FireFox), you will lose any changes you have made.
The grid you are returned to will not automatically update to reflect the new entry. You must use the Refresh button to view any new records or edits of existing records.
For example, if you just entered a new client via WBI, when you save the client entry screen you are returned to the previous grid. If you want to see that new client in the grid, you must select the Refresh menu option
Viewing an existing record's entry screen:
Just like with the AyaNova program, from a navigation page grid, select the data field for the object to open its entry screen.
For example, to open an existing workorder, select the workorder number.
For example, to open an existing client, select the client name.
If you make any changes to the entry screen, you must Save, or Save & Exit - this is the only way your web browser can know to "tell" the AyaNova database it is to be updated.
If you instead close the browser webpage directly (X in the upper right-hand corner if IE, or page if Mozilla FireFox), you will lose any changes you have made.
The grid you are returned to will not automatically update to reflect the new entry. You must use the Refresh button to view any new records or edits of existing records.
Read-only pop-ups screens
NOTE: some screens display only a "read-only" text view of an object's entry screen or grid. This is regardless whether you are logged in via WBI with full security group rights to the object or not. Read only screens would be for displaying Contract information, Part inventory information, and Rates.
For example, you can view the Contracts grid. If you want to view what the details are of a specific contract while out on the road, click on the Contract hyperlink to open it, you will view a read -only popup of what is set in that Contracts entry screen via AyaNova.
Another example, you can view the Parts grid. If you want to view what the On Hand amount, or On Order amount etc is for this particular part - let's say because you want to know if the part is in stock to be able to perform a particular job - you click on the Part number's hyperlink and a read-only popup will display inventory related information such as On Hand, On Order and for which warehouse.
And the Rates sub-grid displays as read-only data when viewed via WBI. If the WBI user has rights to view the Rates sub-grid, they can do so if for example, they need to check what is the price per hour for a specific rate.
