Let's say you are using QuickBooks or Peachtree or another accounting program and do not want to track inventory in AyaNova; as well as turn off inventory so that when you select a quantity of a part in a workorder it does not require that you make a part request.
| 1. | Have all users out of AyaNova, and any optional AyaNova programs shut off |
Global Settings is accessed via the Administration navigation pane
If you edit any of these settings, make sure all staff exit out of AyaNova until you have saved the new settings and exited AyaNova yourself.
Global Settings affect each user when they log into the AyaNova program. Edited Global Settings won't be in effect for an AyaNova user until after that user exits out and logs back in.
| 2. | Inventory is turned off in Global Settings |
| 3. | Set the Use Inventory to False |
If set to TRUE, able to use Purchase Orders, Receipts, view Inventory Status, make Inventory Adjustments, and request order of Parts within service workorders.
If set to FALSE, only able to enter Parts, and select Parts without affecting inventory.
NOTE: Changing Use Inventory to False, entering a quantity of parts in workorders, and changing Use Inventory back to True can result in on-hand amounts becoming out of synch. If you do this, you may need to make Inventory Adjustment entries to adjust for the inconsistencies of parts entered in workorders where inventory tracking was not in use.
| 4. | Save and Exit out of AyaNova |
| 5. | You can now restart any optional add-ons (WBI, Generator, etc) and allow users to log back in |
| 6. | Now that Use Inventory is set to False, you can still create parts, and select parts within workorders without tracking of inventory (on hand amounts, etc) |
See also: