Viewing Purchase Order Templates

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

< Previous section  |  Table of Contents  |  Index  |  Next section >

You view purchase order templates with Coding Definitions | Unit Maintenance Plans | Purchase Order Templates. The window contains the following:

View section: Shows the list of current purchase order templates.

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 purchase order's 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.

Purchase Order Template Lines section: Lists the items that should be purchased with the corresponding purchase order.

Tasks section: Lists tasks that use the selected purchase order template.

New Purchase Order Template: Opens a window to create a new purchase order template. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Purchase Order Templates 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 your purchase order templates. For more information, see Printing Purchase Order Templates.

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 Purchase Order Templates section: Shows any defaults to be used when creating new purchase order templates.

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 purchase order templates, see Purchase Order Templates. For more information on creating or editing such records, see Editing Purchase Order Templates. For general information on table viewers, see Using Table Viewers.

< Previous section  |  Table of Contents  |  Index  |  Next section >