Task Purchase Template Items

This help file applies to an out-of-date version of MainBoss.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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Clicking New Purchase Template Item in the Purchase Order Template Lines section of a purchase order template opens a window that lets you add an item to the template. When a purchase order is generated from the template, the item will be included in the purchase order.

The editor window contains the following:

Line Number Rank: A number indicating where this item should be placed on generated purchase orders. This is useful when a task has multiple purchase templates associated with it, and line items from the different templates must be merged to make a single purchase order.

Line items on the generated purchase order will be sorted from lowest rank number to highest (so an item numbered 1 will come before one numbered 2). Ranks do not have to be completely sequential (so that you might have ranks, 1, 4, 5, 10, with gaps between the numbers). If multiple items have the same rank, MainBoss will randomly choose which one goes first.

Purchase Order Template: A read-only field identifying the purchase order template where this item will appear.

Storage Assignment: This area lets you specify a storage assignment that states what item you want to purchase and where you want to store it. At the bottom of this area is a drop-down list which will display storage assignments based on the options specified in the "Storage Assignment" area. By choosing appropriate options, you can reduce the entries that are shown in the drop-down list, making it quicker and easier to choose the one you want. The possible options are:

Only include Storage Assignments which have a preferred Price Quote associated with them: A storage assignment record may or may not specify a preferred price for an item. If you select this option, the "Storage Assignment" drop-down list will only show storage assignments that have such a price.

Only include Storage Assignments for items which have a Price Quote associated with them: If you select this option, the "Storage Assignment" drop-down list will only show storage assignments for items whose records give a price quote.

Only include Storage Assignments for items which have previously been received: If you select this option, the "Storage Assignment" drop-down list will only show storage assignments for items which have been previously purchased (i.e. that show up in MainBoss's purchasing history). Typically, this option is combined with Use Pricing or Purchasing history only for the Purchase Order Template's vendor, in which case the drop-down list only shows items you've purchased from the same vendor.

Do not filter Storage Assignments based on Pricing or Purchasing History: If you select this option, the "Storage Assignment" drop-down list will not be affected by any of the preceding options.

Use Pricing or Purchasing history only for the Purchase Order Template's Vendor: If you checkmark this box, the "Storage Assignment" drop-down list only shows storage assignment records with price quotes or purchases from the same vendor as the purchase order.

Drop-down list: The drop-down list at the end of the "Storage Assignment" area shows storage assignments that satisfy the options you have specified. For more on storeroom assignments, see Storeroom Assignments.

Quantity: Read-only fields telling current quantities of the item in the storeroom specified by "Storage Assignment".

Storage Assignment Item Price Order Line Text: Read-only field giving the text for this item as given in "Storage Assignment" (if any).

Use minimum quantity: If you checkmark this box, MainBoss will fill in "Quantity" with the "Minimum" value given in the read-only "Quantity" line. If you leave the box blank, you must fill in "Quantity" yourself.

Quantity: The quantity of the item that you want to order.

Storage Assignment Item UOM: A read-only field giving the unit of measurement for this item (taken from the item 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: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

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 templates, see Purchase Order Templates. For more on purchase orders, see Purchase Orders. For more on tasks, see Tasks. For more on items, see Inventory Item Records.

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