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Overview

Big Business includes a Custom Form/ Report tool, found on the InfoCenter toolbar. Using the included 'runtime' version of this tool, you are able to create Custom Forms and simple Reports. A (growing) number of Templates are provided for this purpose and can be used as a starting point for creating output:

  • with special language, different labels, or custom fonts
  • arranged for preprinted forms, to use less ink/toner, or print in color
  • including disclaimers, warranties, or special text

Custom Programming

More complex reports can be created with the 'developer' version of the tool. For a flat fee, you can order almost any conceivable report to meet your business needs.

Complex Calculations

Custom Reports can make complex calculations to find the answers you need. Here are some past examples:
  • RMA Report - finds and lists return material authorizations
  • Customer Invoice Summary, sorted by Region - sorts Invoices by territory saved in a Custom Field
  • Production Schedule by ETA - organizes Sales Order Line Items by their ETA dates
  • Vendor Late Deliveries - rates vendors by comparing deliveries to promised ETAs

Action

Custom Reports can perform some action. Here are some past examples:

  • Email HTML Invoices - emails an HTML invoice to the customer
  • Custom Changes - custom forms can perform calculations and update records

Templates

Custom Reports which appear generally useful are included in the Templates list for everyone's use. Here are some examples:

  • Invoice, Line Items - a regular invoice which can include information from the Item Card.
  • Vendor 1099's - prints 1099s
  • Receipts, Commission on Subtotal - calculates commissions on Receipts using Subtotal


Solutions Database Entries for the Custom Form Report tool


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