Linking Purchase Order Templates to Tasks

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
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. In order to use a purchase order template, it must be linked to one or more tasks. Whenever a work order is generated from one of the tasks, a purchase order will be generated from the associated template.

There are two ways to link a purchase order template to a task:

In both cases, the window that opens contains the following:

Task: The task that should be linked to the purchase order. For more on tasks, see Tasks.

Purchase Order Template: The purchase order template that should be linked to the task. For more, see Purchase Order Templates.

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.

See Also:

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