Report forms

You define the forms that you can use for the various document types using the Doc. types field in the Form table.

First you must link the form to the order document by opening the Form table and completing the Doc. types field.

The Form field has a drop-down list that lists numbers and names for the relevant forms. The list shows forms for the current form type, and for order documents also the selections in the Doc. types field in the Form table.

If the form refers to a print setup and the printer is saved here, this printer will be suggested.

The form number you choose is saved in the page setup of the document window so that the same form number is suggested for subsequent printouts. You can save this information together with the layout.

Forms based on company groups

The Company group no. field in the Form table can be used to limit forms to specific company groups in addition to Company no..

The drop-down list of forms will then only display:
  • Forms that aren't restricted to a particular company or company group
  • Forms restricted to the current company
  • Forms restricted to any of the company groups that the company is a member of, according to the Company group member table in the system database