Purchase Miscellaneous 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This help file applies to an out-of-date version of MainBoss.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.

< Previous section  |  Table of Contents  |  Index  |  Next section >

A "purchase miscellaneous item" line in a purchase order specifies some additional charge to add to the purchase order (e.g. a surcharge for rush service). To specify the charge, you use miscellaneous item record. For more, see Purchase Order Miscellaneous Items.

Note: There is no connection between purchase order miscellaneous items and work order miscellaneous items. A purchase order miscellaneous item is typically an extra cost associated with the act of purchasing (e.g. sales tax). A work order miscellaneous item is typically an extra cost associated with doing a job (e.g. parking for a worker).

To see the Purchase Miscellaneous Item editor, go to the Line Items section of a purchase order, drop down the arrow of New Purchase Item and click New Purchase Miscellaneous Item. The editor contains the following:

Line Number: A number that can be used to specify the location of this line item in the purchase order. If you don't use line numbers, line items on the purchase order will be sorted in the order they were recorded when you filled out the purchase order. If you do use line numbers, line items on the purchase order will be sorted from lowest "Line Number" to highest.

Purchase Order: A read-only field giving the purchase order number.

Miscellaneous area: This area ends with a drop-down list where you can specify a miscellaneous item.

Only include Miscellaneous items previously provided by this vendor: If you checkmark this box, the drop-down list on the next line only shows miscellaneous items that have been used in previous purchase orders to this vendor.

Drop-down list: The drop-down list at the end of the "Miscellaneous" area shows miscellaneous items that satisfy any option you have specified.

Miscellaneous Cost: A read-only field giving the cost of the item from the "Miscellaneous" record.

Miscellaneous Order Line Text: A suggestion for what should appear on the purchase order in order to describe this item. This text is taken from the "Miscellaneous" record.

Use suggested text: If you checkmark this box, MainBoss will fill in "Order Line Text" with what appears in "Miscellaneous Order Line Text". If you leave the box blank, you should fill in "Order Line Text" yourself.

Order Line Text: The text that will actually appear on the purchase order as a description for this item.

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

Calculated Cost: Read-only fields giving the cost for the item, as based on the specified "Miscellaneous".

Use calculated cost: If you checkmark this box, MainBoss will fill in "Cost" with the values in the read-only "Calculated Cost". If you leave the box blank, you must fill in "Cost" yourself.

Cost: The cost of the item(s) ordered. If you fill in "Unit Cost", MainBoss automatically fills in "Total Cost" or vice versa.

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 orders, see Purchase Orders. For more on editors in general, see Using Editors.

< Previous section  |  Table of Contents  |  Index  |  Next section >