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 - Open Sales Order, Main menu, then Invoice Printing.
- For Form Code, type a new code and press Enter.
- For reports, use Report Setting instead of Form Code.
- 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).
- Enter a Description for the form.
- Select sorting and filtering options as needed.
- Print or Preview the form to save settings for that code.
- To edit the form, click Designer in the Printing Screen.
- Install the Crystal Reports full package to access the new form.
- Make changes or use Save As.
-
CAUTION: Keep the original form name as Sage requires it for processing. - After saving, the system creates a folder in the background to store the modified form.
Additional Information: NOTE: xxx = company code ▼ 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 ▼ 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 - Open Library Master, Setup, then Report Manager.
- Choose the module and form, like Sales Order or Invoice Printing.
- Click Maintain.
- Select a form template if prompted.
- In Add New Format, pick Standard in the Form Code field.
- Click Proceed to open the Maintain window.
- Select the form code.
- Click Design to edit in Crystal Reports Designer.
- Save your changes.
How to Set Up Form Codes for Different Users - In the form printing window, create form codes for users needing different settings.
- Open Library Master, Setup, then Report Manager.
- Choose the module and form, then click Maintain.
- In Add New Format, check All Codes.
- Select the company code.
- Click Proceed to open the Maintain (xxx) window.
- Select the form code.
- Click Design to edit in Crystal Reports Designer.
- Save your changes.
How to Use One Form Code for Multiple Users (If Multiple Codes Exist in Form Printing) - Create unique form codes for users needing different settings.
- Open Library Master, Setup, then Report Manager.
- Choose the module and form code.
- 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. - Select the company.
- Click Proceed to open the Maintain (xxx) window.
- Select (All) form code.
- 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) - In Windows Explorer, go to ..\Mas90\MAS_xxx\Reports\.
Example: ..\Mas90\MAS_ABC\Reports\SO_InvoicePrinting\. - Back up the ..\ folder and all subfolders.
Note: This backs up all custom .RPT files for the company. - Rename or delete all ..\ folders.
Example: ..\Mas90\MAS_ABC\Reports\SO_InvoicePrinting\Standard1\. - Users now print the same form from ..\Mas90\MAS_xxx\Reports\.
- To edit the form, open Report Manager, select (All) form code, and click Design.
[BCB:155:Chat 100 US:ECB] |