Custom Forms: Using

The Custom Form/Report tool lets you edit the layout of forms and create simple reports. It provides Templates that resemble Built-In Forms in appearance and are pre-programmed to appear in the appropriate Print Options. This Solution provides a brief overview. (3055)

The Custom Form/Report tool lets you edit the layout of forms and create simple reports.

• The Custom Form/Report tool is a separate application running in a window.

• Click New and choose a Template based on where you want it to print (e.g. Invoice).

• Work must be saved using the File menu within the window. Closing the window without saving will not alert you to save changes and all new changes will be lost.

• Use Save As... to avoid writing over a working layout with an untested layout.

• Page Setup from the File menu formatss the form for your current printer

• Test your form from its place of use within Big Business, e.g. print an Invoice.

• Templates resemble the Built-In forms in appearance but are entirely distinct.

• "Line Item" Templates support Comments and including Fields from the Item Card.

• Reports print from a QuickSearch, relying on its searching and sorting.

• Templates are pre-programmed; the included version of the Custom Form Report tool does not support programming.

Related:

(Prev) Chapter 15: Custom Form/Report Tool
(Next) Custom Forms: Designing

Next: Custom Reports: Designing

  Chapter 15 Custom Forms and Reports

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