Update AyaNova's Mapped/Imported Parts

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Update AyaNova's Mapped/Imported Parts

 

You can update linked parts Name, Number, Retail and Cost via the AyaNova Part's menu grid or the specific AyaNova Part's entry screen.

 

You can update the AyaNova part with the edited QuickBooks part information or the other way, you can update the QuickBooks part with the edited AyaNova part information

 

NOTE: The AyaNova nor the QuickBooks part's On Hand nor its Restock amount are not updated.

 

 

For example, you might edit in AyaNova the AyaNova part's Number or Name or Retail or Cost, and want that information updated to the linked QuickBooks part without having to manually edit the QuickBooks part.

 

1. To do this, select the part record you want updated in the Part's grid or open its entry screen. Note how you can tell it is selected in the Part's grid as in addition to the row being highlighted, also all fields are underlined.

AyaParttoQBgrid1

 

2. Select the PlugIns menu option in the Parts grid menu and select AyaNova QBI -> Refresh QuickBooks record

AyaParttoQBgrid2

 

RefreshPart1

 

3. Click on Yes to update the Quickbook's part information to that of the AyaNova part.

RefreshPart2

 

4. It will show Done when completed

AyaClienttoQBentry4

 

NOTE: QBI only obtains QuickBooks and AyaNova information when QBI first loads

If you enter new information into either QuickBooks or AyaNova with QBI running, you need to refresh the connections in 4 possible ways:

 

1. Select to Refresh QuickBooks connection from the main menu

RefreshQBIconnection

2. From within QBI, select Refresh QuickBooks connection

RefreshQBconnection

3. If not seeing AyaNova service workorders that are ready for invoicing, from QBI's Invoices menu select Refresh invoices

RefreshInvoices

4. Exit out of QBI, exit out of AyaNova. Log back into AyaNova and start QBI again.