Hello Jason, great to hear from you
I’ve listed each of your items with a response below. Please do let us know if there are any additional we can help with. And if I have misunderstood, just let me know
1) Severity = High. After one has entered an appliance as an item I create a workorder. When I go to select the item I have just added, from the Unit drop down list in the work order, the dropdown list displays the Unit Model Name and Serial Number, but not model n/o. This is a big problem where different model numbers can have the same serial number and has required us to set one or more units inactive so we can select the correct item. We tried to work around this by inputting the model number in the Unit Model Name but this rapidly created clutter and resulted in very untiddy reports. Is their a fix for this?
You can dictate the format that your units are displayed in the selection lists via Global Settings in your Administration navigation pane.
Also see more about this in the online Help section at http://www.ayanova.com/AyaNova7webHelp/display_settings.htm
Log in as the AyaNova Administrator
On the left, select the Administration navigation pane
Select Global Settings
Select the format for Unit Display Format - for example, select “model number, model name, serial number”
Save
Exit out and log back in
Those newly logged in will now have their units display in that new format you just set - for example a unit model with name of “ProLiant DL320 G2” and model number of “336549-002” and serial number of “68fg84j8dj2222” will display as "336549-002: ProLiant DL320 G2 - 68fg84j8dj2222
I am not sure what is meant by “n/o”?
A serial number is usually unique for a specific unit model.
But if instead you have units that are the same serial number AND are the same unit model name & number, the suggestion would be to append to the serial number something else that differentiates the same serial numbers from each other so that you and your staff can easily determine which is to be selected.
2) Severity = Low. When creating a work order and one selects unit type, it does not filter out the unit types when clicking on the Unit drop down list. It displays every unit assigned to the client despite having selected a Unit Type when creating a Unit. This will become a problem once we have hundreds of units assigned to a client.
The Unit Service Type selection field in the Unit subsection of the workorder item suggested use is to identify the service pertaining specifically to the unit selected in this workorder item.
Selecting Unit Service Type is not designed nor meant to filter out what units display for selection, and will not do so.
Also see about Unit Service Types at http://www.ayanova.com/AyaNova7webHelp/unit_service_types.htm
Usually a unit has a unique serial number.
So even if a client had hundreds or thousands of units, if your Unit display format is set with serial number first, as you start “typing” in the serial number in the unit selection field, AyaNova will “jump” to units that start with that number in the selection list.
This ability of the drop down selection lists is referred to as “auto-suggest” - see also http://www.ayanova.com/AyaNova7webHelp/drop_down_fields.htm
3) Severity = High. When creating units we created model’s by clicking on Unit Model, we have found that we have either not entered the warranty information or have entered incorrect information. How can we go back in and edit the Model Information?
You can do so at any time! From the Unit’s entry screen, just click on the Unit Model “jump button” (right next to where you had selected the unit model) - this “jumps” you to that Unit Model entry screen so you can see more details and/or edit.
Or access the specific unit model via the Unit Model grid.
Or use the Search Database, entering in text that you entered in a field in the Unit Model entry screen, and then selecting the specific Source for the unit model record so its entry screen opens.
4) Severity = Medium. We require the ability to be able to look at a total work order cost at a glance. We do not want to have clients waiting on the phone when they request at total repair cost whilst we open up a work order, select print, choose a template and wait for the report to be generated. If a client wants a detailed breakdown over the phone then we can do the report but not for a basic enquiry. We enabled the column in the service grid to display Repair Price however not one single work order has any amount in this column. How can we have this field populated so we can observe total repair costs at a glance?
To determine all costs and prices, yes that is the way you would do so with AyaNova. You would select the report template you wish to use that has been specifically designed to display what costs, what prices, what totals, etc.
AyaNova does not display totals within the entry screen.
Instead costs and charges are determined from scripts within the specific report template you have selected.
The column called Repair Price that you enabled to show in your Items grid in the Service navigation pane is the Repair Price field from the Outside Service subsection for that workorder item.
If you run into this again, where not sure what a specific fields intended use is - do a search via the online Help.
5) Severity = High. When a client forwards us an order number for repairs we create a workorder based on this order number. We then input each appliance that is detailed on the order number. What we have found is we can only select one item in the workorder and creating multiple work orders using a single client order number is not an acceptable procedure. How do we include multiple items on a single work order?
Oh, it sounds like you have not yet created an additonal workorder item record per workorder.
Take a look at the workorder item screenshot at http://www.ayanova.com/AyaNova7webHelp/service_workorder_items.htm
See how that service workorder in that screenshot has TWO workorder item records?
When you create a service workorder (or quote or PM), the first workorder item record is created automatically (as a service workorder or quote or PM will always have at least one workorder item, but you can have an unlimited number of workorder items per workorder).
And to create additional workorder items in that service workorder (or in a quote or in a PM), create another workorder item record as you would with any subgrid in AyaNova - for example, click within the bottom grey row in the Workorder Summary field (which starts a new record) and start typing. You will see that there is now a second workorder item - with its own Unit subsection (so you can select another unit within this workorder), Scheduled Users for this specific workorder item, Parts for this specific workorder item and so on.
Also see http://www.ayanova.com/AyaNova7webHelp/adding_editing_and_deleting_d2.htm as this too will show you with screenshots
6) Severity = Low. When adding new clients we have previously entered City, State, Postcode and Country. If we add another client residing in a city we have previously entered we still have to re-enter the State, Postcode and Country. This results having to re-enter the same data on multiple ocassions resulting in inefficiency. How can this be rectified?
That’s a great suggestion for a new feature. Will certainly pass that onto development.
With AyaNova as it is, start typing the text in that field - you will see that AyaNova will “auto-suggest” for these address fields as was previously typed for another client. AyaNova does not pre-enter for you, as AyaNova does not know that this new client is also located in the same city, etc.
7) Severity = Low. How do we sort the Service Grid to display the most recent work order at the top descending to the lowest at the bottom (Newset to Oldest)?
With the column moved so it becomes the first column in the grid, you will than see the Ascending/Descending option now at the top of that column.
See also http://www.ayanova.com/AyaNova7webHelp/ascending__descending_the_sort.htm
8) Severity = Low. In a work order the invoice number field is not available for editing. How do we enter an invoice number prior to closing a work order
The invoice field becomes available for text entry when the service workorder has been checkmarked Service Completed.
Also see suggested and recommended use of the fields of the service workorder including in the online Help section http://www.ayanova.com/AyaNova7webHelp/the_service_workorder_header.htm
9) Severity = Medium. When we use the quote grid to quote a repair no where is it obvious what the total quote price is without running a report. This is counter-productive and we require the ability to see what a total quoted price is at a glance. We would also prefer if this information could be made visible as a column in the Quote grid. Please advise how to make this happen?
Another great suggestion for a future version of AyaNova which we do already have with development, thank you.
At this time, to view total quotes amounts, you would select the report template that has been designed to display prices and costs.
AyaNova does not display totals in the entry screen itself.