Issuing Items

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Inventory items are usually used in the course of a work order. However, you might occasionally use items for other purposes, as described in Item Issue Codes. To record such a usage, you must create an issue record.

You can create an issue record by going to Items | Storeroom Assignments or Coding Definitions | Items | Storeroom Assignments or by using New Item Issue in the Resources section of a work order. Select the storeroom assignment corresponding to the item and the storeroom where the issue took place. Click Edit to open the storeroom assignment record and then click New Item Issue; MainBoss will open a window where you can record information about the issue action. The window contains the following:

Entry Date: A read-only field giving the date that this record was created.

Effective Date: The date when the issue took place. By default, this is set to the current date and time.

User Contact: A read-only field giving your user name. This will appear in MainBoss's accounting history to show who recorded the issue.

Storage Assignment: A storeroom assignment record indicating the item issued and storeroom from which it was taken. For more on storeroom assignment records, see Storeroom Assignments.

Issue Code: The code to be used for this issue. For more on issue codes, see Item Issue Codes.

Employee: The person to whom the item was issued. This should be someone from your Employees table. For more, see Employees.

Quantity: The quantity being issued.

On Hand: Read-only fields giving the quantity that will remain in the storeroom after the issue takes place, plus the cost of that quantity.

Calculated On Hand Cost: Read-only fields giving the expected cost of "Quantity" as calculated from existing price information.

Use calculated On Hand cost: If you checkmark this box, MainBoss will fill in the "This Entry" line with figures calculated from the costs given in the "On Hand" line. Otherwise, you must fill in "This Entry" yourself.

This Entry: The cost of the given "Quantity". You can fill in the "Unit Cost" column (the cost of a single unit of the item) or the "Total Cost" (the total cost of the adjustment). Whichever column you fill in, MainBoss automatically fills in the other column. If you checkmark Use calculated On Hand cost, MainBoss automatically fills in both columns.

As Corrected: If there has been a correction for this record, this line will have read-only fields giving the corrected values.

From Cost Center, To Cost Center: Read-only fields telling the cost centers involved in this operation. MainBoss creates accounting records indicating the transfer of money from the first cost center to the second. These fields are only visible if your database has an Accounting license key. For more, see Accounting Facilities.

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 issue codes, see Item Issue Codes. For more on viewing issue codes, see Viewing Item Issue Codes. For more on editors in general, see Using Editors.

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