Entry screens - Viewing existing

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Do refer to the AyaNova 5 Help file for AyaNova's features.  We only list below differences between the main AyaNova Windows program and WBI

 

NOTE: 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.

 

 

Viewing an existing record's entry screen:

 

 

Just like with the main 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.

 

EditExisting1

 

For example, to open an existing client, select the client name.

 

EditExisting2

 

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 Refresh1 Refresh button to refresh the grid so as 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 Parts, Contracts, Part inventory information, and Rates.

 

For example, you can view the Parts grid and view the data that is displaying in the Parts grid columns

 

But 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.

 

WBIpart1

 

WBIpart2