How Do I Create Custom Forms using Forms Designer?

The following is a checklist to help customize a layout and familiarize you with the forms and buttons used on the Forms Designer. If needed, review the checklist for Setting Up Forms Designer.

To Customize Your Layout
  1. Select Reports>Forms Designer, and then the Create New Layout form displays.
  2. Select the type of layout to create, such as Write Checks. The only types that are listed in the "Layout Type" box are those associated with the modules installed.
  3. Select a printer type of Laser or Continuous.
  4. Choose a template to use as a basis for the new layout, such as MIP Fund Accounting Forms - Check. (Or select an existing layout using the "Open Existing" drop-down list.)
  5. Click OK, and then the system displays the Forms Designer.
  6. Make any necessary changes to the layout using the top and bottom buttons on this form. They help in customizing the design of the layout, so that it fits your needs.
    • To insert a field, click the appropriate top toolbar button, and then draw a box on the layout.
    • After selecting a box (such as text box or table), click Properties to enter data, format the box, change the font and background color, or add a border. Right-click or double-click in the box to also display the Properties form.
  7. Click Save after making all appropriate changes to display the Save Layout form. Assign a unique Name and Description to the layout, and then click OK.
  8. Click Print Preview to review the layout. If any additional changes need to be made, do so now.
  9. Click Print to review the printed layout. It will help with checking the alignment for the layout. (The printed version will look like an alignment form.)
To Print Your Documents
  1. When you are ready to process and print the documents (such as check, invoice, or purchase order) use the appropriate form in the Accounting, Electronic Requisitions, or Payroll systems.

    A check, invoice, and so on, is not actually printed from the Forms Designer. Select the customized layout (with the name that 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. See the table below for a list of Layout Types and where to print each one in the Accounting, Electronic Requisitions, or Payroll systems. Some of the layout types may not be available, depending on which modules are installed:

    2. Layout Type

    Menu Selection

    A/P Checks or A/P Vouchers

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

    A/R Invoices

    Activities>Accounts Receivable>Print/Email Calculated Invoices>Load Invoices form

    A/R Receipts

    Transactions>Accounts Receivable>Enter A/R Receipts>Print>Load A/R Receipts form

    Cash Receipts

    Activities>Receipt Writing>Load Receipts 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

    PO Vendor Returns

    Activities>Purchase Orders>Vendor Returns>Load Purchase Order Vendor Returns form

    Write Checks

    Activities>Check Writing>Write Checks>Write Checks Transaction Entry>Load Checks 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>Load Customer Return Ticket 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

  2. Select the customized layout from the "Format" drop-down list on the appropriate Load form, such as Load Checks or Load Invoices.
  3. Review the documents. They should be formatted according to the changes made using the Forms Designer.