Creating new forms using existing forms

If you have to make only a few changes or additions to a form, it can be easier to create a new form from an existing one than to create a form from scratch.

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 on which the report is based is displayed in the Report Form drop-down list.

System report forms

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 scheme, for example, System.Invoice_AR. Follow this naming scheme when saving new reports to ensure that they appear in consistent and predictable locations in Sage 100 Contractor. For example, you could save a report as YourName.Invoice_AR. You should not use “System” when naming new or modified reports, but you must retain the ".Invoice_AR". (The "System" designation is to identify forms that are included with the program installation.)

When you open a system report and save it with a new name, it is saved by default to the \\ServerName\Sage100Contractor\Custom Reports folder. You can save it in a different folder. However, if you save it to a different folder, it will not appear in the program.

To create a new form using an existing form:

1. Open an application window, for example, 3-2 Receivable Invoices/Credits.
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 then select the form design that you want to edit.
4. Click Edit > Form Design.
5. On 13-5 Form/Report Page Design, edit the form.
6. Click File > Save.
7. On the Save File window, name the new form, and then click [Save].