Corrections of Item Transfers

This help file applies to an out-of-date version of MainBoss.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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To correct an Item Transfer, you select the transfer record where it appears, e.g. in the storeroom assignments section of the item record. (For more, see Editing Item Records.) Then click Correct. This opens a window where you can correct the record:

Entry Date: A read-only field giving the date that this record was created.

Effective Date: The date/time when the item was transferred.

User Contact: A read-only field giving your user name. This will appear in MainBoss's accounting history to show who made the correction.

Source Storage Assignment: A read-only field giving the original location of the items transferred.

Destination Storage Assignment: A read-only field giving the destination of the items transferred.

Quantity: Corrects the quantity actually transferred. Typically, you fill in the "As Corrected" field with the actual quantity transferred—the correct quantity, as opposed to the quantity you originally recorded. The alternative is to fill in "This Entry" with the difference between the quantity you originally entered and the true quantity.

For example, suppose you really transferred 3 but you accidentally typed 1 in the original record. You could fill in "As Corrected" with 3 (the correct number) or fill in "This Entry" with 2 (the difference between what you originally typed and the true quantity). "This Entry" may be a negative number if you originally typed in too much.

If you fill in "As Corrected", MainBoss automatically sets "This Entry" and vice versa.

Read-only fields: Give the current quantity of cost of the item in the "from" and "to" storerooms.

Manually Enter Cost: If you select this option, you must enter the cost of the transferred items in "This Entry".

Use calculated source Assignment On Hand cost: If you select this option, the cost of the transferred items will be calculated from the unit cost in "Calculated source Assignment On Hand Cost".

Use calculated destination Assignment On Hand cost: If you select this option, the cost of the transferred items will be calculated from the unit cost in "Calculated destination Assignment On Hand Cost".

This Entry, As Corrected: Corrects the actual cost (if necessary). You only need to fill in these fields if you selected the Manually Enter Cost option.

Typically, you fill in "As Corrected" with the correct cost of the correct quantity. The alternative is to fill in "This Entry" with the difference between the cost you originally entered and the true cost.

If you fill in "As Corrected", MainBoss automatically sets "This Entry" and vice versa.

From Cost Center, To Cost Center: Read-only fields telling the cost centers involved in this operation. MainBoss creates accounting records indicating the transfer of money from the first cost center to the second. These fields are only visible if your database has an Accounting license key. For more, see Accounting Facilities.

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 items, see Inventory Item Records. For more on item transfers, see Transferring Items from One Storeroom to Another. For more on editors in general, see Using Editors.

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