It may be easier for you to use an existing form to create a new form. For example, in the 3-2 Report Printing window, on the Report Criteria tab, you see a list of reports. When you click a report in the Report Criteria list, the form upon which the report is based is displayed in the Report Form drop-down list.
|
Report |
Report Form |
|
21—Receivable Invoice |
System.Invoice_AR |
|
22—Receivable Invoice~with Notes |
System.Invoice_AR |
|
23—Receivable Invoice~Retention |
System.Invoice_AR_Retention |
|
24—Receivable Invoice~Retention; with Notes |
System.Invoice_AR_Retention |
|
31—Receivable Credit |
System.Credit_AR |
The system forms follow a specific naming pattern, for example, System.Invoice_AR. For the new report to appear in Sage 100 Contractor in the area in which you would want it to appear, it must be saved with a similar naming scheme. For example, YourName.Invoice_AR. You do not need to preserve “System” in the name, you must retain the .Invoice_AR in the name. The "System" designation is intended to identify the forms that are included with the program installation. Forms that you create or modify should not include "System" in the name.
Note: Form designs are listed alphabetically in the report form list. To see your new forms listed before the "System" reports, use a name that will appear before the word system.
When you open a system report and save it with a new name, it is saved by default to the \MB7\Custom Reports folder; however, you can choose to save it in a different folder. If you save it to a different folder, it will not appear in the program.
| 1 | Open, for example, the 3-2 Receivable Invoices/Credits window. |
| 2 | Click the Print Records button. |
| 3 | On the 3-2 Report Printing window, in the Report Form list, click the drop-down arrow and select the form design that you want to edit. |
| 4 | From the Edit menu, select Form Design. |
| 5 | On 13-5 Form/Report Page Design, edit the form. |
| 6 | From the File menu, select Save. |
| 7 | On the Save File window, name the new form and then click Save. |
Note: When you need to make a large number of changes, it might be easier to create a new form from scratch in the 13-5 Form/Report Page Design window.
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.