To access the master list of available form definitions, go to
. The following screen will appear:The Forms master list displays information on all available form definitions, including form name and form description.
To create a new form definition, select the
button. The following screen will appear:When creating a new form definition, you are presented with the following options:
Enter a unique form name.
Enter a brief description of the form.
Specify the report definition you want to associate with the form.
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.
Specify where in the application you want the report definition to be cross referenced. For example, selecting
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
Transfer orders