to select the name of the report that you want to associate to this form.Use Forms to define and maintain the list of forms used by an internal company. Valid business forms include the following:
Accounts Payable Checks – create a form for each bank account from which checks will be printed in Print Checks.
Customer Invoices – create a form for each customer invoice format that will be printed in Print Invoices. A customer invoice is one that is created in Customer Invoices and Adjustments.
Customer Invoices (Project) – create a form for each project invoice format that will be printed in Print Invoices. A project invoice is one that is created in Project Invoice.
Customer Statements – create a form record for each customer statement format that will be printed in Print Customer Statements.
Each business form includes the details of the form - description, type, and format - plus the name of the report to use when the form is selected for printing. If the business form uses preprinted forms (for example, preprinted checks), the form record also includes the quantity of preprinted forms that you have remaining and the point at which they should be reordered. For business forms involving accounts payable checks, the form record also contains the information about the bank account to which the checks are associated.
Creating Forms
Select Administration | Setup | Forms.
Click New to create a new form. Form appears.
Type the description of the form in Description.
Select the kind of document for which you want to define a format in Form Type. Valid options include the following:
Accounts Payable Checks
Customer Invoices (Project)
Customer Invoices (Standard)
Customer Statements
Select the Format of the form. Valid options include the following:
Preprinted – Preprinted form from a forms vendor
Standard – Out of the box, predefined form by the System
In Form File Name, click Lookup to select the name of the report that you want to associate to this form.
In Quantity On Hand, specify the quantity of forms that you have in stock. This is available if you selected Preprinted in Format.
In Reorder Point, specify the quantity at which you want to reorder new form stock. This is available if you selected Preprinted in Format.
Select the account from which you want to print checks in Bank Account. This is available if you selected Accounts Payable Checks in Form Type. You can also create a new bank account by using the Quick Add feature. For more information, see Quick Add.
Click Save and New, or click Save and then click New, to save the current form and start adding the next.
Q: Is Bank Account required?Q: Is Bank Account required?
A: Sometimes. Bank Account is required if you selected Accounts Payable Checks in Form Type. You cannot print checks in Payables without a bank account defined.