Viewing Storeroom Assignments

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You view storeroom assignments with Items | Storeroom Assignments or Coding Definitions | Items | Storeroom Assignments. The window contains the following:

View section: Shows the list of current storeroom assignments.

Code: Depicts the location of items using a location map. The picture only shows locations that contain storerooms, the storerooms themselves, sublocations within the storerooms, and items at such sublocations. For more on storerooms, see Storerooms.

Description: A description of the item, as given in the item record.

Available: The current quantity of the item that's available in the given storeroom.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Shows basic information from the selected record.

Item Activity section: Shows inventory activity for the selected item in the specified storeroom.

New Storeroom Assignment: Opens a window to create a new storeroom assignment. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Storeroom Assignments section).

: 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.

Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.

: Deletes the record that's currently selected.

: Opens a window to let you print your storeroom assignments. For more information, see Printing Storeroom Assignments.

: Lets you export data from this table or import data from a file (provided that the file is in an acceptable format). For more information, see Importing and Exporting Data in Tables.

The button has an accompanying drop-down list containing the following:

Export: Exports data in XML format.

Import: Imports data from a properly formatted file.

Save XML Schema: Writes an XML schema for this table into a specified file.

: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The 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.

: Updates the list to reflect any recent changes.

Defaults for Storeroom Assignments section: Shows any defaults to be used when creating new storeroom assignments.

Edit Defaults: Opens a window to let you change the displayed default values.

: Updates the list to reflect any recent changes.

Other Storage Locations and Assignments: MainBoss also uses several other types of storage locations/assignments:

• Temporary storage locations are associated with individual work orders. These locations are where you store materials that are going to be used on a particular job. For example, suppose you move a spare part from its usual storeroom to the job site itself; then it's useful to record that the part is now at the job site, so that other workers know it's there and they don't go looking for the part in the storeroom. The temporary storage location is the job site itself (e.g. the location of the unit). Storing the part there is a temporary storage assignment. (For more on temporary storage locations and assignments, see Temporary Storage Locations and Temporary Storage Assignments.)
• Task temporary storage locations are associated with tasks. When the task is used to generate a work order, the task temporary storage location creates a temporary storage location associated with the generated work order. A task temporary storage assignment corresponds with a temporary storage assignment in a work order. (For more on task temporary storage locations and assignments, see Editing Task Temporary Storage Locations and Editing Task Temporary Storage Assignments.)

Table viewers for these location and assignment records are similar to the viewers for storage locations and storage assignments. In some cases, you may see windows that let you pick either temporary or permanent storage locations/assignments.

For more information on storeroom assignments, see Storeroom Assignments. For more information on creating or editing storeroom assignment records, see Editing Storeroom Assignments. For more on printing storeroom assignments, see Printing Storeroom Assignments. For general information on table viewers, see Using Table Viewers.

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