Purchase Template Miscellaneous Item

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

Clicking New Purchase Template Miscellaneous Item in the Purchase Order Template Lines section of a purchase order template opens a window that lets you add a miscellaneous item to the template. This 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 miscellaneous item will appear.

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 unit cost from the specified "Miscellaneous".

Miscellaneous Order Line Text: A read-only field giving the text from "Miscellaneous" that will appear on any generated purchase orders.

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

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.

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