Note: Report Manager is normally used to add new Crystal reports and graphical forms to Sage MAS 90 and 200. In some cases, adding form codes "on the fly" is preferable, either to create new forms for customizations, or to test a form with default settings if problems exist with the customized form.

1. Open the 'Forms' tab in Setup Options and verify that Graphical Forms is enabled for the desired form (e.g. AR / Setup / Accounts Receivable Options / Forms).
2. Open the form printing window (e.g. A/R Invoice Printing) where the form will be created.
3. Click on the Form Code lookup button (magnifying glass) to determine which form codes already exist.
4. Click the 'Cancel' button to return to the form printing window.
5. Highlight the form code currently in use and type a form code not already in use.
6. A form template dialogue box will appear with a list of form types to select. Select the desired type and click 'Ok'
   Note: The window will not appear if the form code already exists for any company. The form type will automatically appear in the 'Description' field after entering the Form Code. See bottom of this document for steps to avoid this.
7. Once the form code is created, it can be printed or can be customized by clicking on the 'Form' button (if Crystal Reports is installed).

How to determine if the same form code has already been created in a different company:

Note: Using Report Manager is not a reliable method, since form codes 1, 2, and 3 display by default for each form, whether they have been created or not (except Payroll checks). Report Manager can still be used to determine what other form codes have been created for a specific form. Select the form, and then select each form code to determine which custom folder it has been created for.

1. Within the form printing window, select any form code and click on the 'Form' button to open the form in Crystal Designer.
   Note: Crystal Reports must be installed to open the Crystal Designer.
2. Select File / Save As.
3. Note the file name (for example Arwfha1.rpt (A/R Invoices)).
4. Open Windows Explorer and go to ..\Mas90\Reports\###-### (all companies).
5. Search for any files matching the first six characters of the file name (for example, ARWFHA).
6. Note the seventh character in each matching file. For example, if ARWFHA1.RPT, ARWFHA2.RPT, and ARWFHAB.RPT exist, form codes 1, 2, and B have already been created.
   Note: All form codes are automatically copied to the ...\Mas90\Reports\###-### folder once they are used in any company. If the same form code is created for that form in a different company, the form is copied from ..\###-### to the custom folder for the company (for example, ..\###-ABC).