We invite you to refer to the AyaNova v3 Manual for complete details on all features, tutorials, installation and configuration, and reference information.
The service work order, the quote and the preventive maintenance order use portions of the same screens/fields for ease of transfer between the three.
A quote can be copied to a service work order eliminating the need for double-entry.
The quote entry screen has the majority of the same fields as a service workorder so that the relevant data can be copied to a new service workorder without having to retype it back in.
Fields Specific to a Quote:
Prepared By User
Select the schedulable user that this quote was prepared by for reporting and grid filtering purposes
Introductory text
This may be text for your self or for the client, depending on if you display in the quote report given to the client.
Requested
This is a date selection field from which you can identify the date that this quote was requested for by the client.
Submitted
This is a date selection field from which you can identify the date that this quote was submitted to the client.
Approved
This is a date selection field from which you can identify the date that this quote was approved by the client.
Valid Until
This is a date selection field from which you can identify the date that this quote is valid till.
Status
Selection here identifies for grid filtering purposes to identify status of the quote.
Generating a Service Workorder from a Quote
Once a quote has been accepted, rather than having to re-type in the details in a service workorder, or copy workorder items to a new service workorder, you can easily generate a new service workorder from the quote by the Quotes grid menu selection.
From the Quotes grid, use the row selector to select the quote you wish to convert to a service workorder
Select the menu option Generator Service Workorder from this Quote
The Service Workorder generated will now open, where you can edit the actual parts need, and any other fields.
Parts selected in a Quote
Do note that as parts entered in a quote do not affect inventory, when a quote is converted to a service workorder, that the quantity of parts in a quote are not entered in the Quantity column within the Parts subgrid in a service workorder.
Parts via a quote are entered in a column within the parts subgrid in a service workorder only as a reminder of the amount that should be used as per the quote.
AyaNova can not pre-enter this quantity in a service workorder as user intervention may be required because:
| 1. | a part may or may not have a serial number |
| 2. | the quantity may or may not be in stock |
In the screenshot above, this service workorder was created by a quote. The Quantity Quoted is indicated in the Parts sub-screen, but the Quantity has not yet been entered by the user.