10.12.5.� Forms

10.12.5.1. Form

To access the master list of available Form definitions, select the "Forms" option. The following screen will appear:

Forms Master List

The Forms master list displays information on all available Form definitions, including Form name and Form description.

To the far right of the list, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for adding a new Form definition to the Forms master list.
EDIT: Enables you to edit highlighted Form definitions. The edit screen is the same as that for creating a new Form definition—except that when editing, the fields will contain Form information. Double-clicking on a Form will also bring you to the editing screen.
DELETE: Highlight a Form and then select this button to remove the Form from the master list.

10.12.5.1.�Form

To create a new Form definition, select the NEW button. The following screen will appear:

Create New Form

When creating a new Form definition, you are presented with the following options:

Name: Enter a unique Form name.
Description: Enter a brief description of the Form.
Report: Specify the report definition you want to associate with the Form.

Tip

In the case where you have multiple versions (i.e., grades) of the same-named report definition, it doesn"t matter which one you select when setting up a Form. The system will always use the report definition having the highest grade.

Keyed On: Specify where in the application you want the report definition to be cross referenced. For example, selecting "Work Orders" will make the specified report definition available to the "Print Work Order Form" screen. The system supports the following keyed on cross-references:

Customers

Items

Item Sites

Purchase Orders

Sales Orders

Vendors

Work Orders

Sales Analysis - Special Calendar

Production Entry Sheets

Return Authorizations

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without adding a new Form to the master list.
SAVE: Creates the Form and adds it to the Forms master list.