Viewing Unassigned Purchase Orders

This help file applies to an out-of-date version of MainBoss.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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My Assignment Overview | Issued Purchase Orders | Unassigned Purchase Orders lists draft or issued purchase orders that do not have an assignments in the Assignments section. The viewer contains the following:

Current State History Effective Date: Click this heading to sort the list by the effective date on the most recent entry in the purchase order's state history. Click again to reverse the order.

Number: Click this heading to sort the list by purchase order number. Click again to reverse the order.

Vendor: Click this heading to sort the list by vendor. Click again to reverse the order.

Current State History Status: Click this heading to sort the list by purchase order status. Click again to reverse the order.

Summary: Click this heading to sort the list by summary. 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 about the selected purchase order.

Line Items section: Lists what materials and labor are being ordered on the selected purchase order.

Assignments section: Lists people who have been assigned to the selected purchase order. For more on assignments, see Assignments.

Receiving section: Lists items and labor that have already been received in connection with the selected purchase order.

Receipts section: Lists receipts associated with the selected purchase order. For more on receipts, see Receipts.

Work Orders section: Lists any work orders linked to the selected purchase order.

State History section: Lists when the selected purchase order changed its state. This may include when it was created, issued, closed, and/or voided.

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.

Self Assign: Clicking this button lets you assign yourself to a selected purchase order. MainBoss will open a window for creating a state history record; this record will indicate that you claimed the purchase order for yourself. It will also let you specify comments, a status code, and other information. For more on state history records, see Purchase Order State History Records.

Once you save the state history record, your name will be added to the purchase order's Assignments section. The purchase order will disappear from the Unassigned Purchase Orders list because the purchase order now has an assignment.

Issue: Issues the selected purchase order. This action is only enabled for draft purchase orders. Issue has a drop-down list containing the following:

Issue (With Comment): Same as Issue, but also opens a window where you may record a comment about what you're doing.

Close Purchase Order: Closes the selected purchase order. This action is only enabled for issued purchase orders.

Close Purchase Order (With Comment): Same as Close Purchase Order, but also opens a window where you may record a comment about what you're doing.

Re-Draft: Puts an issued purchase order back into its draft state. This action is only enabled for issued purchase orders.

Void: Puts a draft purchase order into the void state. This action is only enabled for draft purchase orders.

Note: Issue (With Comment) and Close Purchase Order (With Comment) both open a window where you can record comments about what you're doing. This window also lets you set an effective date for the action. For more on recording such information, see Purchase Order State History Records.

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.

Add Purchase Order Comment: Opens a window that allows you to create a state history record for this purchase order. This record has a Comments field where you can enter any comments about this PO. For example, you can use the state history record to provide date-stamped information for other users. For more on purchase order state history records, see Purchase Order State History Records.

Refresh: Updates the list to reflect any recent changes.

For general information on purchase orders, see Purchase Orders. For more on editing purchase orders, see Editing Purchase Orders. For a description of table viewers in general, see Using Table Viewers.

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