Create and modify form codes or report settings
Description
Cause
Resolution

The example below uses Sales Order, Invoice Printing, but the steps apply to similar forms.
Forms for non-upgraded modules show an asterisk in Report Manager (for example: *Job Invoice).

These instructions apply to modules upgraded to Business Framework (also known as "Level 4") standards. 

Steps to Create or Edit a Form

  1. Open Sales Order, Main menu, then Invoice Printing.
  2. For Form Code, type a new code and press Enter.
    • For reports, use Report Setting instead of Form Code.
  3. If the code is new, the Template Selection window appears. Choose a template and click OK:
    • Preprinted Laser – Paper stock comes pre-printed with logo, labels, headers and columns
    • Plain – Paper is blank
    • Marbled – Adds marbling effect (rarely used).
    • Dot Matrix – Optimized for dot-matrix printers (rarely used).
  4. Enter a Description for the form.
  5. Select sorting and filtering options as needed.
  6. Print or Preview the form to save settings for that code.
  7. To edit the form, click Designer in the Printing Screen.
  8. Install the Crystal Reports full package to access the new form.
  9. Make changes or use Save As.
  10.  CAUTION: Keep the original form name as Sage requires it for processing.

  11. After saving, the system creates a folder in the background to store the modified form.

     

Additional Information:

 NOTE: xxx = company code 

▼ How form code settings work

When you print the form, the system saves the form code settings. Later, if you pick the same form code for the same company, the system loads those settings.

What gets saved for each form code:

  • Sort options
  • Main panel selections
  • Messages
  • Number of copies
  • Collation setting
  • Multi-part
  • Printer
▼ Report folder locations and file names

Report Paths and File Naming Behaviour

  • Report paths and file names depend on the selected form code and template type
  • Settings save automatically after selecting Print or Preview
  • Form codes link to template types (Preprinted, Plain, Marbled, Dot Matrix) rather than specific reports
  • Form codes aren't user-specific
  • The system creates a report folder only when:
    • Modifying the form in Crystal Reports Designer, or
    • Processing the form in Report Manager
  • Standard form codes don't retain printer settings
    • Create a new form code to save printer settings
  • Edit the form codes by clicking Designer in:
    • The Print Options window, or
    • Report Manager
  • For more information, click Help in Report Manager

File Path Examples for Sales Order Invoice Printing

  • Standard form code, Preprinted Laser template
    ..\Mas90\Reports\SO_Invoice1.rpt
  • Standard1 form code, Plain template
    ..\Mas90\Reports\SO_Invoice2.rpt
  • Standard2 form code, Marbled template
    ..\Mas90\Reports\SO_Invoice3.rpt
  • Standard3 form code, Dot-Matrix template
    ..\Mas90\Reports\SO_Invoice4.rpt

File Path Examples When Using Crystal Reports Designer or Report Manager

  • Standard form code, Preprinted Laser template
    ..\Mas90\MAS_xxx\Reports\SO_InvoicePrinting\Standard\SO_Invoice1.rpt
  • Standard1 form code, Plain template
    ..\Mas90\MAS_xxx\Reports\SO_InvoicePrinting\Standard1\SO_Invoice2.rpt
  • Standard2 form code, Marbled template
    ..\Mas90\MAS_xxx\Reports\SO_InvoicePrinting\Standard2\SO_Invoice3.rpt
  • Standard3 form code, Dot-Matrix template
    ..\Mas90\MAS_xxx\Reports\SO_InvoicePrinting\Standard3\SO_Invoice4.rpt
▼ Form code selection hierarchy
  • The system selects modified forms first by company code
  • If it doesn’t find a form, it checks the next level
  • When no modified forms exist, it uses the standard form
  • Form selection follows this order
    • ..\Mas90\MAS_xxx\Reports\\\
      • For example: ..\Mas90\MAS_ABC\Reports\SO_InvoicePrinting\Standard1\SO_Invoice3.rpt
    •  ..\Mas90\MAS_xxx\Reports\
      • For example: ..\Mas90\MAS_ABC\Reports\SO_Invoice3.rpt
    • ..\Mas90\MAS_System\Reports\\\
      • For example: ..\Mas90\MAS_System\Reports\SO_InvoicePrinting\Standard1\SO_Invoice3.rpt
    • ..\Mas90\Reports\
      • For example: ..\Mas90\Reports\SO_Invoice3.rpt
▼ Printer settings
  • The system saves printer settings for each form code
  • First time you use a form code, it picks the Windows default printer
  • If you choose another printer, that one becomes the default for that form
  • Reports without a name, like Sales Journal, always use the Windows default printer
  • Printer dialogs don’t force settings like landscape. The form decides the layout
  • For example: if the printer is landscape, and the form is portrait, it prints in portrait
  • To switch to landscape, click Printer Setup and change orientation
  • The system saves your new orientation automatically
▼ Report Manager

The Add New Format window imports form codes or report settings for Report Manager.
 NOTE: You can’t create form codes in Report Manager. Define them first in the module’s print options window. 

How to Create One Form Code for All Users

  1. Open Library Master, Setup, then Report Manager.
  2. Choose the module and form, like Sales Order or Invoice Printing.
  3. Click Maintain.
  4. Select a form template if prompted.
  5. In Add New Format, pick Standard in the Form Code field.
  6. Click Proceed to open the Maintain window.
  7. Select the form code.
  8. Click Design to edit in Crystal Reports Designer.
  9. Save your changes.

How to Set Up Form Codes for Different Users

  1. In the form printing window, create form codes for users needing different settings.
  2. Open Library Master, Setup, then Report Manager.
  3. Choose the module and form, then click Maintain.
  4. In Add New Format, check All Codes.
  5. Select the company code.
  6. Click Proceed to open the Maintain (xxx) window.
  7. Select the form code.
  8. Click Design to edit in Crystal Reports Designer.
  9. Save your changes.

How to Use One Form Code for Multiple Users (If Multiple Codes Exist in Form Printing)

  1. Create unique form codes for users needing different settings.
  2. Open Library Master, Setup, then Report Manager.
  3. Choose the module and form code.
  4. In Add New Format, check All Codes.
     NOTE: Don’t add users’ form codes in Report Manager. Follow the steps below if extra codes exist
  5. Select the company.
  6. Click Proceed to open the Maintain (xxx) window.
  7. Select (All) form code.
  8. Click Copy, then:
    • Click Copy To and choose the form code, or
    • Check All Codes, select the company code, and click Proceed

How to Use One Form Code for Multiple Users (If Multiple Codes Exist in Report Manager)

  1. In Windows Explorer, go to ..\Mas90\MAS_xxx\Reports\.
    Example: ..\Mas90\MAS_ABC\Reports\SO_InvoicePrinting\.
  2. Back up the ..\ folder and all subfolders.
    Note: This backs up all custom .RPT files for the company.
  3. Rename or delete all ..\ folders.
    Example: ..\Mas90\MAS_ABC\Reports\SO_InvoicePrinting\Standard1\.
  4. Users now print the same form from ..\Mas90\MAS_xxx\Reports\.
  5. To edit the form, open Report Manager, select (All) form code, and click Design.

 

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