As you create forms of your own based on the standard forms, or modify the columns on existing forms, you can change the set of default forms the system uses to use your site-specific forms instead of the standard forms that came with your system.
The system uses the form types defined in the Eclipse Forms Setup window for each form. You can override the default setting at the customer level and the vendor level and also when printing an order. The system always checks for a customer or vendor level setting before using the system setting.
To change the default form assigned to a form type:
From the System menu, select System Files > PrinterSetup and select Eclipse Forms Maintenance to display the Eclipse Forms Setup window.
Click the Form Types tab to display the list of forms assigned to each document, such as Sales Acknowledgement, for printing, e-mailing, and faxing purposes.
Locate the document in the list for which you want to change the default form that prints.
In the Printing, Emailing, and Faxing columns, select the form to use by default for each purpose.
You can use the same form or different forms depending on how you send the form to the customer or vendor.
To override the default form at the customer level:
From the Maintenance menu, select Customer to display the Customer Maintenance window and display the record for the customer whose forms settings you want to change.
From the Pricing menu, select Price Information to display the Customer Pricing Information window, and select the Form Types tab.
Locate the document in the list for which you want to change the default form that prints.
In the Printing, Emailing, and Faxing columns, select the form you want to use for this customer for each purpose.
You can use the same form or different forms depending on how you send the form to the customer.
To override the default form at the vendor level:
From the Maintenance menu, select Vendor to display the Vendor Maintenance window and display the record for the vendor whose forms settings you want to change.
From the Additional menu, select Additional Vendor Information to display the Additional Vendor Information window and select the Form Types tab.
Locate the purchasing document in the list for which you want to change the default form that prints.
In the Printing, Emailing, and Faxing columns, select the form you want to use for this vendor for each purpose.
You can use the same form or different forms depending on how you send the form to the vendor.
See Also: