Editing Storeroom Assignments

This help file applies to an out-of-date version of MainBoss.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 storeroom assignments using the storeroom assignment editor. The usual way to open the editor is to click New Storeroom Assignment or Edit in the View section of Items | Storeroom Assignments or Coding Definitions | Items | Storeroom Assignments.

The storeroom assignment editor window contains the following:

Details section: Shows basic information for the record.

Item: The inventory item whose location you're recording. For more on inventory items, see Inventory Item Records.

UOM: A read-only field giving the unit of measure associated with this item. For more information, see Units of Measure.

External Tag: A short string of characters which can be turned into a bar code associated with this storeroom assignment. For more information, see Bar Code Support.

Location: A storeroom where the item may be stored. For more on storerooms, see Storerooms.

Preferred Pricing: A price or price quote on the item. Typically, this is used to indicate the vendor from whom you prefer to purchase the item. For more on item pricing, see Item Pricing.

Minimum: The minimum quantity of this item that you want to keep on hand in this location.

Maximum: The maximum quantity of this item that you want to keep on hand in this location.

Read-only fields: Show current information on the items actually stored in the given storeroom, including quantities on hand, on order, on reserve, and pricing information.

Cost Center: The cost center to be used for holding costs associated with this item and storeroom. For more on cost centers, see Cost Centers.

You can only change the cost center of a storeroom assignment if the value of the storeroom assignment is zero.

Activity section: Shows any changes to items in the given location (e.g. items issued for use in work orders, or received from incoming shipments). This section also lets you record various activities for the items.

New Physical Count: Opens a window where you can record the quantity of the item that is actually present in the storeroom. For more on recording physical counts, see Recording Physical Counts. The button also has the following on its drop-down arrow:

New Item Adjustment: Opens a window where you can record an adjustment to the quantity that is present in the storeroom. For example, if you accidentally break an item, you can use this to record the breakage. For more on item adjustments, see Making Item Adjustments.

Correct: Opens a window where you can make a correction to an existing activity record.

New Item Issue: Opens a window where you can record the issue of an item, i.e. using an item for some purpose that isn't on a work order. For more on item issues, see Issuing Items. The button also has the following on its drop-down arrow:

New Item Transfer To: Transfers a quantity of this item from the current storeroom to another storeroom. For more information, see Transferring Items from One Storeroom to Another.

New Item Transfer From: Transfers a quantity of this item from another storeroom to this one.

Receive (with PO): Records the receipt of an item that appears on a purchase order. For more information, see Receiving Purchase Order Items.

Receive: Records the receipt of an item. For more information, see Receiving Items.

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.

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.

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 storeroom assignments, see Storeroom Assignments. For more on viewing storeroom assignments, see Viewing Storeroom Assignments. For more on printing storeroom assignments, see Printing Storeroom Assignments. For more on editors in general, see Using Editors.

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