Editing Purchase Order Assignee Records

This help file applies to an out-of-date version of MainBoss.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 create or modify purchase order assignee records by clicking New Purchase Order Assignee or Edit in the View section of Purchase Orders | Assignees or Coding Definitions | Purchase Orders | Assignees. The editor contains the following:

Details section: Contains basic information about this assignee.

Name: The name of the assignee, selected from the Contacts table. For more on contacts, see Contacts.

Business Phone, Mobile Phone, Email: Information obtained from the Contacts table once you've specified a "Name".

Receive Notifications: If this is checkmarked, and if your database has the MainBoss Service license key, this assignee will be sent e-mail whenever a history record is created for this purchase order. In particular, the assignee receives an e-mail notification whenever the purchase order changes state (e.g. when it is opened or closed).

In the first notification, assignees will receive the original details of the purchase order. In subsequent notifications, assignees will receive comments from purchase order history records, but not the purchase order contents.

Comments: Any comments you want to associate with this assignee.

Purchase Order Assignments section: Lists any purchase orders to which this person has been assigned.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on purchase order assignee records, see Purchase Order Assignees. For more on viewing such records, see Viewing Purchase Order Assignee Records. For more on editors in general, see Using Editors.

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