Travel rates¶

The Travel rates form is used to edit Travel rates which are used to indicate charges for travel required to provide service.

Selecting¶

Travel rates can be selected in AyaNova in the following places:

Authorization Roles required¶

Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:

Full access

Accounting
Business administration
Travel manager

Read only access

Business administration - restricted
Travel manager - restricted
Travel technician
Sales

Import / Export¶

Travel rates can be imported into AyaNova and exported out of AyaNova.

How to access travel rates¶

Travel rates are accessed in the following ways:

From the Accounting navigation drawer Travel rates item to open the Travel rates data table
By clicking on the open record icon in any travel rate autocomplete list on any other form where travel rates can be selected such as the Work order, Quote and Preventive Maintenance forms
From any data table column showing travel rates such as the Work order list

How travel rates work¶

Locked when used¶

Travel rates Cost and Price fields are locked to prevent editing once they are used on another object in order to protect the historical record. This means that you must make a new travel rate if the price or cost needs to be changed.

Retiring¶

When a rate is retired it should be set to inactive by un-checking it's Active checkbox and a new rate created to take it's place. Rate names must be unique so for example if a rate changes yearly then the old rate might be called "In-shop travel 2023" and the new rate called "In shop travel 2024" to ensure names are unique and recognized by users.

Contract travel rates¶

Travel rates can be created that are only available to specific Contracts.

Travel rate data table¶

table

The Travel rates data table lists all the travel rates available and data table common menu options.

Travel rate edit form¶

form

The travel Rate edit form contains all the standard edit form functionality and contains the following fields:

Name¶

This is the name of the rate as it's displayed in forms and reports. A rate name must be unique from all other travel rates entered. Remember this is the Name that Customers will see on reports if provided to them.

Account number¶

Optional convenience field not used by AyaNova itself.

Retail charge¶

Charge to customer per unit for this travel. Currency field. This field is locked once the rate is used in AyaNova to preserve historical data.

Cost¶

Internal cost per unit to provide this travel. Currency field. This field is locked once the rate is used in AyaNova to preserve historical data.

Unit charge description¶

This is the unit the rate is billed in for example "Miles", "Kilometers", "Hours" and will be displayed on reports as well as in the user interface.

Contract rate¶

If checked this rate will only be availble to select on Work orders with a Contract with matching rates selected.

Active¶

Rates that are set to Active can be selected on new Work orders and other objects that use travel rates.
Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use.

Notes¶

Notes about this record for internal use. Notes can also be reported on if desired.

Custom fields¶

If the form has been customized and custom fields enabled for this object they will display here.

Tags¶

Standard AyaNova object tags control.

Wiki¶

Standard AyaNova object wiki control.

Attached files¶

Standard AyaNova object attachments control.