Transferring Items from One Storeroom to Another

This help file applies to an out-of-date version of MainBoss.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 record the transfer of items from one storeroom to another with an item transfer record. To create such a record, you start with a storeroom assignment record (see Editing Storeroom Assignments). In the Item Activity section, drop the arrow on New Item Issue and click either New Item Transfer To or New Item Transfer From. MainBoss opens a window containing the following:

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

Effective Date: The date when the transfer took place. By default, this is set to the current date and time.

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

Source Storage Assignment: A storeroom assignment record indicating where the item came from. (This is read-only if you opened this window using New Item Transfer To.)

Destination Storage Assignment: A storeroom assignment record indicating where the item is going. (This is read-only if you opened this window using New Item Transfer From.)

Quantity: The quantity being transferred.

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: The cost of the given "Quantity". You can fill in the "Unit Cost" column (the cost of a single unit of the item) or the "Total Cost" (the total cost of the transfer). Whichever column you fill in, MainBoss automatically fills in the other column. If you checkmark Use calculated source Assignment On Hand cost or Use calculated destination Assignment On Hand cost, MainBoss automatically fills in both columns with the appropriate cost.

As Corrected: If there has been a correction for this record, this line will have read-only fields giving the corrected values.

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 storeroom assignments, see Storeroom Assignments. For more on inventory items, see Inventory Item Records. For more on editors in general, see Using Editors.

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