Viewing Vendor 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This help file applies to an out-of-date version of MainBoss.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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You view vendor records with Purchase Orders | Vendors or Coding Definitions | Vendors. The window contains the following:

View section: Shows the list of current vendors .

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.

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 information from the selected record.

Item Pricing section: Lists price quotes from the selected vendor.

Hourly Outside section: Lists hourly outside rates associated with the selected vendor. For more information, see Hourly Outside.

Per Job Outside section: Lists per job outside rates associated with the selected vendor. For more information, see Per Job Outside.

Service Contracts section: Lists service contracts with the selected vendor. For more on service contracts, see Service Contracts.

Purchase Orders section: Lists purchase orders created to purchase goods and services from this vendor. For more on purchase orders, see Purchase Orders.

Purchase Order Templates section: List purchase order templates created to purchase goods and services from this vendor, in connection with preventive maintenance jobs. For more on purchase order templates, see Purchase Order Templates.

Units section: Lists units purchased from the selected vendor. For more information, see Units.

New Vendor: Opens a window to create a new vendor record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Vendors 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 information about your vendors. For more, see Printing Vendor Records.

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 Vendors section: Shows any defaults to be used when creating new vendor records.

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

Refresh: Updates the list to reflect any recent changes.

For more information on vendors, see Vendors. For more information on creating or editing vendor records, see Editing Vendor Records. For general information on table viewers, see Using Table Viewers.

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