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Task Demand Item |
This help file applies to an out-of-date version of MainBoss.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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In the Items subsection of the Resources section of a task record, New Task Demand Item lets you state that an item should be reserved for use in the associated task. Whenever a work order is generated from the task, the work order will contain a Demand Item for the associated item. (For more on demand items, see Demand Item.)
When you click New Task Demand Item in a task record, MainBoss opens a window that contains the following:
Task: The task that contains this demand.
Storage Assignment area: Lets you specify the type of item you want to reserve and the storage location where you intend to get the item. The area contains two drop-down lists:
Show Storage Assignments for: A drop-down list showing all items. Select the item you wish to add to this task's resource list.
Unlabeled drop-down list: Once you've selected an item in "Show Storage Assignments for", the unlabeled drop-down list shows all storage assignments for the selected item. If you leave "Show Storage Assignments for" blank, the unlabeled drop-down list shows all storage assignments.
For more on storage assignments, see Storeroom Assignments.
Leave estimated total demand cost blank when work order is created: If you choose this option, generated work orders will not include cost estimates for this entry. You can supply an estimate after a work order is generated, or simply enter the actual cost once the job is finished.
Estimate total demand cost when work order is created: If you choose this option, generated work orders will have cost estimates for this entry.
Estimated Quantity: The quantity of the item that you want to reserve for this task.
Actual default: Specifies the default method for calculating costs when someone creates an "actual item" in response to this demand. If the person who records "actual item" information has sufficient security permissions, he or she can specify item costs in a different way. However, if the person who records the "actual item" information does not have permission to specify costs, what you specify on this demand determines which costs MainBoss will use. The possible options are:
Manual entry: If you choose this option, you expect the person recording "actual item" information to have appropriate security permissions to specify the actual cost of the items.
Current value calculation: If you choose this option, the default is to calculate "actual item" costs from MainBoss's existing inventory price information.
Demand estimate: If you choose this option, the default is to use the estimated cost in the demand as a basis for the "actual item" cost.
Expense Category: The expense category to which this expense belongs. For more on expense categories, see Expense Categories.
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 tasks, see Tasks. For more on items, see Inventory Item Records. For more on work orders, see Work Orders.
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