As you are printing, e-mailing, and faxing forms, you might find it necessary to override the system default, or the customer-specific forms settings at the order level.
To override a form type at the sales, purchase, or transfer order level:
Create or open a sales order, purchase order or transfer order, and view the order's Header tab.
From the Edit menu, select Form Type Override to display the Eclipse Form Types Setup window.
If you are using Eterm, use the Add'l hot key and then the Form Type Override hot key to display the Eclipse Form Types Setup screen.
For each document type you want to override for this order, select the form type to use when printing, e-mailing, or faxing the document.
If you set up customer-specific form types, those forms are listed in this window.
Note: You can only access the forms that apply to the order type you are viewing. For example, if you are in a sales order, you cannot set overrides for transfer documents such as the Transfer Shipper.
Use the Copy changes to all open sales order generations check box to copy your changes to the other open sales order generations.
Note: For direct orders, the system does not copy entries from the sales orders to purchase orders or vice versa.
Click OK to save your changes.
The system uses the form types you selected when printing, e-mailing, and faxing documents for this order.
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