Printing Your Documents

When you are ready to process and print the documents that were created using the Forms Designer (such as check, invoice, or purchase order) use the appropriate form in the system.

Note that a check or invoice is not actually printed from the Forms Designer. Select the custom layout (with the name it was assigned) from the Format drop-down list on the appropriate Load form in the system. Then, the check or invoice prints using the layout that was created with the Forms Designer. Any information that does not fit on the check or invoice prints on the next page.

Note: If Default is selected as the format (Reports>Forms Designer>OK button>Insert Table>Table Properties>Detail tab; Generic Field Properties>Format tab; Database Field Properties>Format tab; or Text Properties>Format tab), currency fields follow the formatting that was set up on the Organization>Currency Setup form.

See the table below for a list of Layout Types and where each one is printed in the system. Some of the layout types may not be available depending on which modules are installed.

Layout Type

Menu Selection

Write Checks

Activities>Check Writing>Write Checks>Write Checks Transaction Entry Session>Load Checks form

A/P Checks or A/P Vouchers

Activities>Accounts Payable>Pay Selected A/P Invoices>Load Checks/Vouchers form

A/R Invoices or A/R Receipts

Activities>Accounts Receivable>Print/Email Calculated Invoices or Reprint Historical Invoices>Load Invoices form

Customer Statements

Activities>Accounts Receivable>Customer Statements>Load Statements form

Purchase Orders

Activities>Purchase Orders>Create/Modify Purchase Orders>Load Purchase Orders form

PO Receipts

Activities>Purchase Orders>Process Receipts>Load Purchase Order Receipts form

PO Receipt Adjustments

Activities>Purchase Orders>Adjust Receipts>Load Purchase Order Receipt Adjustments form

PO Cancellations

Activities>Purchase Orders>Cancel Items>Load Purchase Order Cancellations form

Sales Order

Activities>Accounts Receivable>Enter Orders>Load Sales Order form

Sales Fulfillment Picking Ticket

Activities>Accounts Receivable>Sales Order Fulfillment>Load Picking Ticket form

Sales Fulfillment Packing Slip

Activities>Accounts Receivable>Sales Order Fulfillment>Load Packing Slip form

Customer Return Ticket

Activities>Accounts Receivable>Customer Returns>Customer Returns Detail>Load Customer Return Ticket form

Cash Receipts

Activities>Receipt Writing>Load Receipts form

Requisitions

Activities>Requisitions>Create/Approve Requisitions>Load Requisitions form

Payroll Checks or Payroll Vouchers

Activities>Payroll>Print/Email Checks and Vouchers>Load Checks/Vouchers form
Reprint Pay Stubs Activities>Payroll>Reprint Pay Stubs>Load Employee ID/Check/Voucher Number form