Custom forms are missing
Description
Cause
  • Company restored without including customized forms
  • Forms are no longer compatible if missing after conversion
  • Incorrect data path, if custom forms are missing from only one workstation
  • Copied company folders, but not the Forms folder to a new location
Resolution

Incorrect data path on a workstation

See How to change the data path for instructions on how to change the data path to the correct path.

Company restored without custom forms/BI reports

  1. Locate a backup (.PTB file) made when the forms/reports existed. See Find backup files on my computer.
  2. Open Sage 50 Accounting—U.S. Edition and the company.
  3. Select File, and then select Restore.
  4. Select Browse.
  5. Select the backup file from Step 1, and then click Open.
  6. Select Next.
  7. Select Overwrite existing company data.
  8. Select Next.
  9. Be sure to clear the Company Data box, and then select only the Customized Forms box.
  10. Select Next.
  11. Select Finish.
  12. Verify you have custom forms, if you still do not restore from a different backup.

Company folders copied to a new location

On the old server, when copying your company data folders, also copy the Forms folder. See How to move several company data folders from one server to another.

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