Viewing Chargebacks

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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You view chargeback records with Work Orders | Chargebacks. The window contains the following:

View section: Shows the list of chargeback records.

Work Order: Click this heading to sort the list by work order number. Click again to reverse the order (from ascending to descending or vice versa).

Code: Click this heading to sort the list by chargeback identification code. Click again to reverse the order.

Billable Requestor Name: Click this heading to sort the list by billable requestor. Click again to reverse the order.

Total Cost: Click this heading to sort the list by total cost billed to the requestor. Click again to reverse the order.

Enable Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Shows basic information from the selected record.

Chargeback Activity: Lists information about the chargeback charges associated with the selected chargeback. For more, see Editing Chargeback Line Records.

New Chargeback: Opens a window to create a new chargeback record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Chargeback section).

Edit/View: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

Print: Opens a window to let you print chargeback information. For more information, see Printing Chargeback Information.

Refresh: Updates the list to reflect any recent changes.

Search: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The Search button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

Defaults for Chargeback section: Shows any defaults to be used when creating new chargeback records.

Edit Defaults: Opens a window to let you change the displayed default values.

Refresh: Updates the list to reflect any recent changes.

For more information on chargebacks records, see Chargebacks. For more information on creating or editing chargeback records, see Editing Chargebacks. For general information on table viewers, see Using Table Viewers.

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