Viewing Item Records

This help file applies to an out-of-date version of MainBoss.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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The Items table lists the parts and materials you use in your maintenance work. To view the table, select Items from the control panel. The viewer window contains the following:

View section: Shows the list of current items.

Code: Click this heading to sort the list by code. Click again to reverse the order (from ascending to descending or vice versa).

Description: Click this heading to sort the list by description. Click again to reverse the order.

Category: Click this heading to sort the list by item category. Click again to reverse the order. For more on item categories, see Item Categories.

On Hand: Click this heading to sort the list by the quantity on hand. Click again to reverse the order.

Unit Cost: Click this heading to sort the list by each item's unit cost. Click again to reverse the order.

Total Cost: Click this heading to sort the list by the total cost of each type of item in inventory. Click again to reverse the order.

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.

Storeroom Assignments section: Lists storerooms where the item is stored. For more, see Storeroom Assignments.

Temporary Storage Assignments section: Lists temporary storage locations where the item is stored. For more, see Temporary Storage Locations.

Task Temporary Storage Assignments section: Lists task temporary storage locations where the item is stored. For more, see Editing Task Temporary Storage Assignments.

Pricing section: Lists pricing information on the item (price quotes and purchase prices).

Purchasing section: Lists "purchase item" records for the item, including the purchase order on which the item appeared.

Receiving section: Lists receipts of the item.

Usage section: Lists units where the item is used as a spare part.

Maintenance section: Lists planned maintenance tasks that require the item.

New Item: Opens a window to create a new item record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Items section).

Edit: 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.

Delete: Deletes the record that's currently selected.

Print: Opens a window to let you print your items. For more information, see Item Report.

Export: 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.

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

Refresh: Updates the list to reflect any recent changes.

Defaults for Items section: Shows any defaults to be used when creating new item records.

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

Refresh: Updates the list to reflect any recent changes.

For general information on items, see Inventory Item Records. For more on editing item records, see Editing Item Records. For a description of table viewers in general, see Using Table Viewers.

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