# Workorders, Quotes & PM's **URL:** https://forum.ayanova.com/c/ayanova/workorders-quotes-pms/44.md [Latest](https://forum.ayanova.com/latest.md) · [Categories](https://forum.ayanova.com/categories.md) --- ## [About the Workorders, Quotes & PM's category](https://forum.ayanova.com/t/about-the-workorders-quotes-pms-category/599)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 0\ **Last updated:** [June 27, 2018, 7:25pm UTC](https://forum.ayanova.com/t/about-the-workorders-quotes-pms-category/599 "2018-06-27T19:25:24Z")
This category is where you may find answers to common questions regarding AyaNova’s service workorders, quotes and PMs (Preventive Maintenance). We also encourage referring to your online Help sections and tutorials: S… --- ## [Part Search in WOs and similar paperwork](https://forum.ayanova.com/t/part-search-in-wos-and-similar-paperwork/2185)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 1\ **Last updated:** [July 10, 2013, 11:17am UTC](https://forum.ayanova.com/t/part-search-in-wos-and-similar-paperwork/2185 "2013-07-10T11:17:46Z")
Can you add a feature to “Search” for a part right in a WO or similar item… the drop down lists are fine if you know the part off by heart by “finding” a part that would have no idea what the part number is takes actuall… --- ## [Quote Conversion and Material Requests](https://forum.ayanova.com/t/quote-conversion-and-material-requests/2263)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 0\ **Last updated:** [November 25, 2014, 2:24pm UTC](https://forum.ayanova.com/t/quote-conversion-and-material-requests/2263 "2014-11-25T14:24:51Z")
Is there a way in the new version to make Aya when a quote is converted to a WO to prompt the user to automatically request any materials that are not in stock?? It is great that materials move to the newly created WO b… --- ## [Quote to WO Part Requests](https://forum.ayanova.com/t/quote-to-wo-part-requests/2283)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 0\ **Last updated:** [August 18, 2015, 7:39am UTC](https://forum.ayanova.com/t/quote-to-wo-part-requests/2283 "2015-08-18T07:39:46Z")
Can we get a feature added that when a user takes a quote that has parts on it and changes it to a WO the parts that are on it get checked to inventory and any necessary parts be added to a parts request. Currently we h… --- ## [Data Entry Issue - Highlighting the Hyphen in ANY field when selected](https://forum.ayanova.com/t/data-entry-issue-highlighting-the-hyphen-in-any-field-when-selected/2186)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 1\ **Last updated:** [July 10, 2013, 11:25am UTC](https://forum.ayanova.com/t/data-entry-issue-highlighting-the-hyphen-in-any-field-when-selected/2186 "2013-07-10T11:25:55Z")
Is there someway that you can set all the fields to “select or highlight” the hyphen on the box when clicked on… Currently you have to delete the mark to add anything to these fields or the mark stays and generates an er… --- ## [NEW OPTION (?) - Can I generate a PM from an existing WO?](https://forum.ayanova.com/t/new-option-can-i-generate-a-pm-from-an-existing-wo/2155)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 4\ **Last updated:** [July 10, 2013, 10:54am UTC](https://forum.ayanova.com/t/new-option-can-i-generate-a-pm-from-an-existing-wo/2155 "2013-07-10T10:54:39Z")
Is there an option or can we have it put in to allow us to generate a Prevenative Maintenance WO from an exisiting Service WO?? We sometimes have one-time customers that want to go with annual service with us and its ti… --- ## [Quick Unit Transfer inside WO/PM/Quote](https://forum.ayanova.com/t/quick-unit-transfer-inside-wopmquote/2276)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 1\ **Last updated:** [July 31, 2015, 12:15pm UTC](https://forum.ayanova.com/t/quick-unit-transfer-inside-wopmquote/2276 "2015-07-31T12:15:13Z")
I am assuming that this would be possible thru the scripting interface, but can get a feature to move units (inside a WO, PM, etc) to an alternate client. Example - We have fire extinguishers we service for large multi … --- ## [Required Fields](https://forum.ayanova.com/t/required-fields/720)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 1\ **Last updated:** [December 27, 2005, 10:50am UTC](https://forum.ayanova.com/t/required-fields/720 "2005-12-27T10:50:00Z")
Different employers use different fields in any work order system and may or my not require that some or all of them be filled out prior to completeion. I noticed that there was an exclamation point warning you that the … --- ## [Workorder Items disappears](https://forum.ayanova.com/t/workorder-items-disappears/2079)
**Author:** [@sasserian](https://forum.ayanova.com/u/sasserian)\ **Replies:** 7\ **Last updated:** [December 14, 2011, 3:36pm UTC](https://forum.ayanova.com/t/workorder-items-disappears/2079 "2011-12-14T15:36:36Z")
We are running Ayanova 6.5.0.0 in a network setup, using mssql and the dataportal. I’ve had issues where the Workorder Items section pretty much completely disappears. A user has had this happen 3 times, and each time … --- ## [Deleting task groups won't work](https://forum.ayanova.com/t/deleting-task-groups-wont-work/1992)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 2\ **Last updated:** [January 24, 2011, 8:41am UTC](https://forum.ayanova.com/t/deleting-task-groups-wont-work/1992 "2011-01-24T08:41:23Z")
Everytime I attempt to delete a task group it fails. It only renames the task with the current date. I also receive an error when starting Ayanova every second or third attempt of loading the program. The error says s… --- ## [Move Quote Items](https://forum.ayanova.com/t/move-quote-items/2271)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 2\ **Last updated:** [October 13, 2015, 12:09pm UTC](https://forum.ayanova.com/t/move-quote-items/2271 "2015-10-13T12:09:49Z")
Can we set-up a way to move one quote item to another quote?? When I have pages of parts entered into one quote and we need to revise or move it it has to be manually… VERY VERY SLOW!! Can we add a button to not just m… --- ## [How to change the available work hours in a work day](https://forum.ayanova.com/t/how-to-change-the-available-work-hours-in-a-work-day/2284)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 1\ **Last updated:** [October 1, 2015, 11:51am UTC](https://forum.ayanova.com/t/how-to-change-the-available-work-hours-in-a-work-day/2284 "2015-10-01T11:51:36Z")
I have a need to change the range of hours that can be selected when entering data in the labor grid. Currently it allows me to select hours between 8am and 945 pm. I need to change it so I can select from 5am right up… --- ## [Move workorders from one client to another](https://forum.ayanova.com/t/move-workorders-from-one-client-to-another/2267)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 2\ **Last updated:** [February 11, 2015, 11:53pm UTC](https://forum.ayanova.com/t/move-workorders-from-one-client-to-another/2267 "2015-02-11T23:53:45Z")
We have this situation in our AyaNova database in which some clients have duplicates and their workorders need to be merged into a single client. For example: Client “Jeffrey” has two workorders: 150 and 151 Another di… --- ## [New Client](https://forum.ayanova.com/t/new-client/2264)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 2\ **Last updated:** [December 10, 2014, 8:39pm UTC](https://forum.ayanova.com/t/new-client/2264 "2014-12-10T20:39:49Z")
When entering a new WO, Quote or the like and we have a new client that is being used it would be nice for Aya to prompt that it is a new client from the menu and open the new client menu if the user wishes to make a new… --- ## [Customizing Sales Quotes](https://forum.ayanova.com/t/customizing-sales-quotes/2233)
**Author:** [@cmoench](https://forum.ayanova.com/u/cmoench)\ **Replies:** 1\ **Last updated:** [April 28, 2014, 10:19am UTC](https://forum.ayanova.com/t/customizing-sales-quotes/2233 "2014-04-28T10:19:13Z")
Hello, I would like to make the following customizations to the sales quote: Eliminate the Tax B from the form completely. I have already done so throughout the form but when I remove the total at the very bottom I … --- ## [Is it possible to change workorder status to closed from the overview window?](https://forum.ayanova.com/t/is-it-possible-to-change-workorder-status-to-closed-from-the-overview-window/2227)
**Author:** [@z1terapi](https://forum.ayanova.com/u/z1terapi)\ **Replies:** 1\ **Last updated:** [March 26, 2014, 8:25am UTC](https://forum.ayanova.com/t/is-it-possible-to-change-workorder-status-to-closed-from-the-overview-window/2227 "2014-03-26T08:25:40Z")
Hi, I have a lot of workorders which I have to set to status: Closed, when they have been invoiced. It is pretty easy to find them all in the overview screen, but it is very timespending to open every single workorder a… --- ## [Difficulty changing workorder status](https://forum.ayanova.com/t/difficulty-changing-workorder-status/2206)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 6\ **Last updated:** [November 7, 2013, 4:20pm UTC](https://forum.ayanova.com/t/difficulty-changing-workorder-status/2206 "2013-11-07T16:20:41Z")
I am having an issue with workorder status changes not being saved when clicking Save & Exit. It’s been a long time since I worked with Ayanova and I couldn’t find anything in the help files that would explain it. Are t… --- ## [Field Font NOT changing](https://forum.ayanova.com/t/field-font-not-changing/2196)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 2\ **Last updated:** [September 16, 2013, 9:53am UTC](https://forum.ayanova.com/t/field-font-not-changing/2196 "2013-09-16T09:53:56Z")
I have a field ‘LT\_WorkorderItem\_Label\_TechNotes’ I am trying to use on forms. My issue is no matter the setting in the forms property manager the font remains the same… size, font. Is this something I am doing or is i… --- ## [Track date of workorder status change](https://forum.ayanova.com/t/track-date-of-workorder-status-change/2192)
**Author:** [@thormann](https://forum.ayanova.com/u/thormann)\ **Replies:** 1\ **Last updated:** [August 15, 2013, 9:07am UTC](https://forum.ayanova.com/t/track-date-of-workorder-status-change/2192 "2013-08-15T09:07:25Z")
Is their a way to track the date when a workorder status changed. For example, to create reports of workorders that have their satus changed yesterday? --- ## [What happened with the contacts in v4?](https://forum.ayanova.com/t/what-happened-with-the-contacts-in-v4/1557)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 12\ **Last updated:** [August 6, 2013, 1:57pm UTC](https://forum.ayanova.com/t/what-happened-with-the-contacts-in-v4/1557 "2013-08-06T13:57:43Z")
In Ayanova version 3, you could add multiple contacts for a client. In version 4 that is no longer an option - There is only one contact field, no drop downs to add any additional contact etc? Also - When creating a new … --- ## [Part Descriptions & part numbers being combinded and should be atleast separated](https://forum.ayanova.com/t/part-descriptions-part-numbers-being-combinded-and-should-be-atleast-separated/2183)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 1\ **Last updated:** [July 10, 2013, 11:14am UTC](https://forum.ayanova.com/t/part-descriptions-part-numbers-being-combinded-and-should-be-atleast-separated/2183 "2013-07-10T11:14:24Z")
Is there anyway to use the actual “Part Description” on WOs, Quotes and other paperwork. We have taken the time to enter in all this information and the ONLY way to even see it is to set ALL parts to use “Part Number - … --- ## [Printing pop up notes in workorder](https://forum.ayanova.com/t/printing-pop-up-notes-in-workorder/2166)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 2\ **Last updated:** [April 1, 2013, 10:07am UTC](https://forum.ayanova.com/t/printing-pop-up-notes-in-workorder/2166 "2013-04-01T10:07:37Z")
Is there any way to create a field on a workorder report that will display the information that appears in the customer pop-up note? --- ## [Newbie Issues - Workorders, sorting, editing previously entered data](https://forum.ayanova.com/t/newbie-issues-workorders-sorting-editing-previously-entered-data/2165)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 2\ **Last updated:** [March 25, 2013, 7:22am UTC](https://forum.ayanova.com/t/newbie-issues-workorders-sorting-editing-previously-entered-data/2165 "2013-03-25T07:22:29Z")
G’Day, I am currently trialling AyaNova 7.2.0.0 for our appliance repair business but have hit a few hurdles on the way, hopefully these are just simple issues due to our lack of experience with the product. Our intenti… --- ## [Several questions from a new user](https://forum.ayanova.com/t/several-questions-from-a-new-user/2164)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 1\ **Last updated:** [March 23, 2013, 6:08pm UTC](https://forum.ayanova.com/t/several-questions-from-a-new-user/2164 "2013-03-23T18:08:58Z")
Greetings, I’m evaluating Aya Nova for our business, and here are my initial questions: Is there a place to put “to do” items, which are not set with a firm time and can automatically roll over to the next day when t… --- ## [Problem on service rate input in work order](https://forum.ayanova.com/t/problem-on-service-rate-input-in-work-order/2163)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 6\ **Last updated:** [March 22, 2013, 9:49am UTC](https://forum.ayanova.com/t/problem-on-service-rate-input-in-work-order/2163 "2013-03-22T09:49:08Z")
I cannot select a service rates on labor screen. i didn’t try in other screen but all service rates are ok and set at a Customer type(group). what can i do ? --- ## [Fields NOT breaking across multiple pages](https://forum.ayanova.com/t/fields-not-breaking-across-multiple-pages/2160)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 1\ **Last updated:** [March 11, 2013, 8:29am UTC](https://forum.ayanova.com/t/fields-not-breaking-across-multiple-pages/2160 "2013-03-11T08:29:01Z")
On our quotes we have noticed a weird issue. We have some of our “Notes” fields are not breaking across pages, this causes multiple almost blank pages on the quotes. I can attach a file to show the issue, but the forum… --- ## [Including specific Preventive Maintenance Checklists on Ayanova Service Tickets](https://forum.ayanova.com/t/including-specific-preventive-maintenance-checklists-on-ayanova-service-tickets/2129)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 6\ **Last updated:** [February 14, 2013, 5:45am UTC](https://forum.ayanova.com/t/including-specific-preventive-maintenance-checklists-on-ayanova-service-tickets/2129 "2013-02-14T05:45:49Z")
Our technicians perform preventive maintenance on the equipment that we install. The there is a different checklist for each piece of equipment and the checklist may vary depending on whether the PM is a monthly, bimont… --- ## [how to set your workorder numbers to start from 1 if erasing](https://forum.ayanova.com/t/how-to-set-your-workorder-numbers-to-start-from-1-if-erasing/2146)
**Author:** [@AyaNovaSupport](https://forum.ayanova.com/u/AyaNovaSupport)\ **Replies:** 0\ **Last updated:** [January 4, 2013, 10:17am UTC](https://forum.ayanova.com/t/how-to-set-your-workorder-numbers-to-start-from-1-if-erasing/2146 "2013-01-04T10:17:08Z")
Workorder numbers are never re-used. If using full AyaNova, review http://www.ayanova.com/AyaNova7webHelp/workorder\_numbers.htm and in http://www.ayanova.com/AyaNova7webHelp/business\_settings.htm scroll down to review a… --- ## [Search Database and Unit History](https://forum.ayanova.com/t/search-database-and-unit-history/2128)
**Author:** [@system](https://forum.ayanova.com/u/system)\ **Replies:** 1\ **Last updated:** [July 3, 2012, 3:50pm UTC](https://forum.ayanova.com/t/search-database-and-unit-history/2128 "2012-07-03T15:50:13Z")
I wish the “search database” screen had the following: More column options (workorder number, customer, unit, unit description, etc…) I wish that the above would be clickable, especially the workorder number, so th… --- ## [External Services](https://forum.ayanova.com/t/external-services/2125)
**Author:** [@Fouralarm](https://forum.ayanova.com/u/Fouralarm)\ **Replies:** 1\ **Last updated:** [June 19, 2012, 1:31pm UTC](https://forum.ayanova.com/t/external-services/2125 "2012-06-19T13:31:15Z")
How come I cannot add external services to a quote… we CONSTANTLY use outside engineers and contractors in our services… is there anyway to add the external services to the quote without adding specific labour rates for … [Next page](https://forum.ayanova.com/c/ayanova/workorders-quotes-pms/44.md?page=1)