Table of Contents

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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MainBoss Concepts
    Basic Terminology
    The MainBoss Control Panel
    The Life Cycle of a Corrective Work Order
    Scheduling Planned Maintenance
    General Inventory Control
    Purchasing and Receiving
    Accounting Facilities
        Corrections
    Drop-Down Lists (Pickers)
        Multi-Select Features
    Number Formats
    MainBoss Modules
    Security Roles and Permissions
        Cost-Related Security Roles
        Testing Security Roles
    Assignments
        The Assignment Status Display
MainBoss Sessions
    Your Maintenance Organization List
        New Maintenance Organizations
        Existing Maintenance Organizations
        Imported Maintenance Organizations
        Demonstration Maintenance Organizations
        Overwriting a Maintenance Organization with Data from a Backup File
        Creating a New Maintenance Organization from a Backup File
        Changing Organization Information
        The Database Server List
        The Database Name List
        Command Line Options
        International Language Support
        Upgrading Maintenance Organizations
        Viewing MainBoss Sessions
        Quitting MainBoss
    The MainBoss Status Display
    Keyboard Shortcuts
    View Menu
        The Active Filter
    The Actions Menu
Obtaining Online Help
    The About Screen
    Tooltips
    MainBoss Diagnostic Messages
Tables
    Table Viewers and Editors
    Active and All in Table Viewers
    Using Table Viewers
        Hiding the Details for a Selected Record
        Searching for a Particular Record
        Table Filters
        Selecting Multiple Table Entries
    Using Editors
        Concurrency Errors
Reports
    Report Sections
    Report Buttons
    Report Filters
        Select For Printing
    Paper Size and Margins
        Formatting in Columns
    Bar Code Support
    Microsoft Report Viewer
Coding Definitions
    Access Codes
        Viewing Access Codes
        Editing Access Codes
        Printing Access Codes
    Contacts
        Viewing Contacts
        Editing Contacts
        Unit-to-Contact Relationships
        Printing Contacts
    Cost Centers
        Viewing Cost Centers
        Editing Cost Centers
        Printing Cost Centers
    Item Adjustment Codes
        Viewing Adjustment Codes
        Editing Adjustment Codes
        Making Item Adjustments
        Recording Physical Counts
        Voiding Physical Counts
        Printing Adjustment Codes
    Item Categories
        Viewing Item Categories
        Editing Item Categories
        Printing Item Categories
    Issue Codes
        Viewing Issue Codes
        Editing Issue Codes
        Printing Issue Codes
        Issuing Items
        Correcting Item Issues
    Storeroom Assignments
        Viewing Storeroom Assignments
        Editing Storeroom Assignments
        Transferring Items from One Storeroom to Another
        Corrections of Item Transfers
        Printing Storeroom Assignments
    Storerooms
        Viewing Storeroom Records
        Editing Storeroom Records
        Printing Storeroom Records
    Void Codes
        Viewing Void Codes
        Editing Void Codes
        Printing Void Codes
    Locations
        Viewing Locations
        Viewing Non-Temporary Locations
        Editing Postal Addresses
        Editing Sublocations
        Printing Location Information
    Purchase Order Assignees
        Viewing Purchase Order Assignee Records
        Editing Purchase Order Assignee Records
        Printing Purchase Order Assignee Records
    Purchase Order Miscellaneous
        Viewing Purchase Order Miscellaneous Records
        Editing Purchase Order Miscellaneous Records
        Printing Purchase Order Miscellaneous Records
    Payment Terms
        Viewing Payment Terms
        Editing Payment Terms
        Printing Payment Terms
    Shipping Modes
        Viewing Shipping Modes
        Editing Shipping Modes
        Printing Shipping Modes
    Purchase Order Status Codes
        Viewing Purchase Order Status Codes
        Editing Purchase Order Status Codes
        Printing Purchase Order Status Codes
    Relationships
        Viewing Relationship Records
        Editing Unit-to-Unit Relationship Records
        Editing Unit-to-Contact Relationship Records
        Printing Relationship Records
    Request Assignees
        Viewing Request Assignee Records
        Editing Request Assignee Records
        Printing Request Assignee Records
    Request Priorities
        Viewing Request Priorities
        Editing Request Priorities
        Printing Request Priorities
    Requestors
        Viewing Requestor Records
        Editing Requestor Records
        Printing Requestor Records
    Request Status Codes
        Viewing Request Status Codes
        Editing Request Status Codes
        Printing Request Status Codes
    Unit Maintenance Plans
        Viewing Unit Maintenance Plans
        Editing Unit Maintenance Plans
        Printing Unit Maintenance Plans
        Selecting a Scheduling Basis
        Creating an Unplanned Maintenance Work Order
    Maintenance Timing
        Viewing Maintenance Timing Records
        Editing Maintenance Timing Records
        Editing Daily Periods
        Editing Monthly Periods
        Editing Meter Periods
    Purchase Order Templates
        Viewing Purchase Order Templates
        Editing Purchase Order Templates
        Printing Purchase Order Templates
    Linking Purchase Order Templates to Tasks
        Task Purchase Template Items
        Purchase Template Hourly Outside
        Purchase Template Per Job Outside
        Task Purchase Template Miscellaneous Item
    Tasks
        Task Specializations
        Viewing Tasks
        Editing Tasks
        Editing Task Specializations
        Printing Tasks
        Work Orders Created from Tasks
        Editing Task Temporary Storage Locations
        Editing Task Temporary Storage Assignments
        Task Demand Item
        Task Demand Hourly Inside
        Task Demand Per Job Inside
        Task Demand Hourly Outside
        Task Demand Per Job Outside
        Task Demand Miscellaneous Cost
    Asset Codes
        Viewing Asset Codes
        Editing Asset Codes
        Printing Asset Codes
    Unit Categories
        Viewing Unit Categories
        Editing Unit Categories
        Printing Unit Categories
    Meter Classes
        Viewing Meter Classes
        Editing Meter Classes
        Printing Meter Classes
    Meters
        Viewing Meter Records
        Editing Meter Records
    Ownerships
        Viewing Ownerships
        Editing Ownerships
        Printing Ownerships
    Spare Parts
        Viewing Spare Parts
        Editing Spare Parts Information
        Printing Spare Parts
    Service Contracts
        Viewing Service Contracts
        Editing Service Contracts
        Associating Units with Service Contracts
        Printing Service Contracts
    Specification Forms
        Viewing Specification Forms
        Editing Specification Forms
        Printing Specification Forms
        Editing Specification Form Fields
    Systems
        Viewing Systems
        Editing Systems
        Printing Systems
    Usage Classifications
        Viewing Usage Classifications
        Editing Usage Classifications
        Printing Usage Classifications
    Units of Measure
        Viewing Units of Measure
        Editing Units of Measure
        Printing Units of Measure
    Vendors
        Viewing Vendor Records
        Editing Vendor Records
        Printing Vendor Records
    Vendor Categories
        Viewing Vendor Categories
        Editing Vendor Categories
        Printing Vendor Categories
    Work Order Assignees
        Viewing Work Order Assignee Records
        Editing Work Order Assignee Records
        Printing Work Order Assignee Records
    Billable Requestors
        Viewing Billable Requestor Records
        Editing Billable Requestor Records
        Printing Billable Requestor Records
    Chargeback Categories
        Viewing Chargeback Categories
        Editing Chargeback Categories
        Printing Chargeback Categories
    Closing Codes
        Viewing Closing Codes
        Editing Closing Codes
        Printing Closing Codes
    Expense Categories
        Viewing Expense Categories
        Editing Expense Categories
        Printing Expense Categories
    Expense Models
        Viewing Expense Models
        Editing Expense Models
        Printing Expense Models
        Expense Mappings
    Employees
        Viewing Employee Records
        Editing Employee Records
        Printing Employee Records
    Hourly Inside
        Viewing Hourly Inside Records
        Editing Hourly Inside Records
        Printing Hourly Inside Records
    Hourly Outside
        Viewing Hourly Outside Records
        Editing Hourly Outside Records
        Printing Hourly Outside Records
    Per Job Inside
        Viewing Per Job Inside Records
        Editing Per Job Inside Records
        Printing Per Job Inside Records
    Per Job Outside
        Viewing Per Job Outside Records
        Editing Per Job Outside Records
        Printing Per Job Outside Records
    Trades
        Viewing Trades
        Editing Trades
        Printing Trades
    Work Order Miscellaneous
        Viewing Work Order Miscellaneous Costs
        Editing Work Order Miscellaneous Costs
        Printing Work Order Miscellaneous Costs
    Work Order Priorities
        Viewing Work Order Priorities
        Editing Work Order Priorities
        Printing Work Order Priorities
    Projects
        Viewing Projects
        Editing Projects
        Printing Projects
    Work Order Status Codes
        Viewing Work Order Status Codes
        Editing Work Order Status Codes
        Printing Work Order Status Codes
    Work Categories
        Viewing Work Categories
        Editing Work Categories
        Printing Work Categories
Requests
    Viewing Requests
        Viewing New Requests
        Viewing In Progress Requests
        Viewing In Progress Requests without Work Orders
        Viewing In Progress Requests with Work Orders
        Viewing Closed Requests
    Editing Requests
    Assigning Someone to a Request
    Printing Requests
    Editing Request State History Records
    Request Summary Report
    Request History Report
    Request State History Report
    Request Status Statistics Report
Work Orders
    Work Order States
    Viewing Work Orders
        Viewing Overdue Work Orders
        Viewing Draft Work Orders
        Viewing Open Work Orders
        Viewing Closed Work Orders
        Viewing Void Work Orders
    Editing Work Orders
        Editing Work Order State History Records
    Printing Work Orders
        Printing Work Order States
    Resources
        Demand Item
        Demand Hourly Inside
        Demand Per Job Inside
        Demand Hourly Outside
        Demand Per Job Outside
        Demand Miscellaneous
        Actual Item
        Corrections of Actual Items
        Actual Hourly Inside
        Corrections of Actual Hourly Inside
        Actual Per Job Inside
        Corrections of Actual Per Job Inside
        Actual Hourly Outside
        Corrections of Actual Hourly Outside
        Actual Hourly Outside (with PO)
        Corrections of Actual Hourly Outside (with PO)
        Actual Per Job Outside
        Corrections of Actual Per Job Outside
        Actual Per Job Outside (with PO)
        Corrections of Actual Per Job Outside (with PO)
        Actual Miscellaneous
        Corrections of Actual Miscellaneous
        Receiving Items
        Correcting Item Receipts
    Requested Work Orders
        Temporary Storage Locations
        Temporary Storage Listing Report
        Temporary Storage Assignments
    Assigning Someone to a Work Order
    Chargebacks
        Viewing Chargebacks
        Editing Chargebacks
        Editing Chargeback Line Records
        Correcting Chargeback Line Records
        Printing Chargeback Information
    Work Order Summary Report
    Overdue Work Orders Report
    Work Order History Report
    Work Order State History Report
    Work Order Status Statistics Report
    Work Order Hourly Inside Labor History Report
    Work Order Hourly Outside Labor History Report
    Work Order Material History Report
    Work Order Statistics Report
    Chargeback Summary Report
    Chargeback History Report
Planned Maintenance
    Viewing Planned Maintenance Generation Records
    Editing Planned Maintenance Generation Records
    Labor Forecast Report
    Material Forecast Report
    Maintenance Forecast Report
Units
    Unit Records
        Viewing Units
        Editing Units
        Unit-to-Unit Relationships
    Attachments
    Specifications
    Meter Readings
        Editing Meter Readings
        Work Order Meter Readings
    Reports on the Units Menu
        Unit Listing
        Unit Summary Report
        Unit Maintenance History
        Replacement Forecast Report
        Unit Meters Report
Inventory Items
    How Inventory Works
    Inventory Item Records
        Viewing Item Records
        Editing Item Records
        Item Pricing
    Item Restocking Table
    Item Reports
        Item Listing Report
        Item Summary Report
        Item Activity Report
        Item Issue Report
        Item Restocking Report
        Item Location and Status Report
        Item Usage Report
Purchase Orders
    Purchase Order States
        Viewing Purchase Orders
        Viewing Draft Purchase Orders
        Viewing Issued Purchase Orders
        Viewing Closed Purchase Orders
        Viewing Void Purchase Orders
        Editing Purchase Orders
        Purchase Item
        Purchase Hourly Outside
        Purchase Per Job Outside
        Purchase Miscellaneous Item
        Assigning Someone to a Purchase Order
        Associating Work Orders with Purchase Orders
        Purchase Order State History Records
        Printing Purchase Orders
        Printing Purchase Order States
    Receipts
        Viewing Receipts
        Editing Receipts
        Receiving Purchase Order Items
        Correcting Receive Item Entries
        Receiving Purchase Order Miscellaneous Items
        Correcting Receive Miscellaneous Entries
    Purchase Order Reports
        On Order Report
        Receiving Report
        Purchase Order Summary Report
        Purchase Order History
        Purchase Order State History Report
        Purchase Order Status Statistics Report
MainBoss Administration
    Administration Information
    Company Information
        Editing Company Information
    Users
        Viewing Users
        Editing User Records
        Assigning Security Roles to Users
        Printing User Records
    Security Roles
        Viewing Security Roles
        Editing Security Role Records
        Printing Security Role Records
    License Keys
        Viewing Your License Keys
        Entering License Keys Manually
        Entering Multiple License Keys
        Printing License Keys
    Database History
        Printing Your Database History
    Backups
        Specifying Backup Names
    External Tags
        Viewing Your External Tags
    Accounting Records
        Accounting Transaction Report
        Accounting Cost Center Report
    The MainBoss Service Module
        MainBoss Service Configuration Table
        Configuring MainBoss Service
        MainBoss Service E-mail Log
        E-mail Requests Contents
        Printing the MainBoss Service E-mail Log
Appendix A: Troubleshooting
    Obtaining MainBoss Support


Index

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