How to "point" users to modified
forms
If you have had changes made to your forms, such
as the Invoice, Accounts Payable Cheque, or others, then you will
need to tell BusinessVision where these modified forms are located.
This setting must be done for each user in BusinessVision.
Log in as the user who will need to use the modified form.
From the menu, select File, printer Setup, Print Properties.
The following box will appear:
In the "Document Type" box, click on the form that has been
modified. We will use a modified Invoice as an example here. Note that there are more forms available
if you scroll the list down.
The box labeled "Main Form" is where the modified form is
specified. Click on the little folder icon beside this box. The
following appears:
You use this dialog box to navigate to where the
modified form is located, and select the modified form. Familiarity
with Windows folders will be very helpful here.
Note that this dialog box usually defaults to the
C:\BusinessVision\Reports folder. You must go find the azctual location of
your modified forms. This will be different for each client, so I
can't provide you with that information here, sorry! However, an
example follows.
Click the small down arrow to the right of the "Look in" box.
A list of folders and drives appears. Again, this list will be
specific to each client's setup. Your list will not be exactly like
this one.
As an example, let's say that your modified Invoice is in a
folder called "BV7 Modified Forms". Navigate to that folder. It may
appear as follows:
Click on the form name, in this case "Invoice - Laser.rpt" and
then click "Open". You will see that the modified form is now
displayed in the "Main Form" box.
Click "Ok" to save your changes.
Test the modified form by printing one.
Please remember that this must be done for each user in
BusinessVision who will need to use this modified form.
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