This method is ideal when you need only a few changes saving time and maintaining consistency.

In the 3-2 Report Printing window, the Report Criteria tab displays a list of reports. Selecting a report shows the associated form in the Report Form drop-down list.

System forms use a consistent naming scheme, such as System.Invoice_AR, which helps organize and locate reports easily.

Examples of system forms:

Creating a new form from an existing one

1. Open the application window, such as 3-2 Receivable Invoices/Credits.
2. Click File and Print.
3. In the 3-2 Report Printing window, open the Report Form drop-down list.
4. Select the form design you want to edit.
5. Click Edit and Form Design.
6. In the 13-5 Form/Report Page Design window, make your changes.
7. Click File and Save.
8. In the Save Form/Report Page Design window, enter a new name as per the naming guidelines below.
9. Select the radio button Save as a shared form design that anybody can use.
10. Click Save and close the 13-5 Form/Report Page Design window.

 NOTE: By default, the system saves the new forms to \\ServerName\Sage100Contractor\Custom Reports. If you save the form to a different folder, it won't appear in the program.

Naming guidelines for a modified or new form

• Don't use the prefix System that we use for default forms included with the program.
• Retain the suffix (For example,.Invoice_AR) to ensure proper categorization.
• Use a unique prefix, such as your name or department (For example., YourName.Invoice_AR).
• Alphabetical listing: To have your custom forms appear before system forms, choose a name that alphabetically precedes "System".