Section 7: Forms > Selecting a Form

Printing Forms While Saving a New or Edited Record

When a record is saved after adding or editing, you may automatically be prompted to print one or more forms that are contextually appropriate for the settings that are being saved with that record. The prompts for each form may be enabled or disabled from the setup area for the corresponding form (see Form Options).

Printing Forms While Saving Repair Orders

In all program editions except for the repair microe edition, the forms to print when saving a new or edited repair order record can be configured using the repair status communication options setup module (see Repair Status Communication Options - Forms to Print Tab).

For the repair micro edition, the following rules apply:

When saving a new or edited repair order with a status equivalent to “Awaiting Arrival or Dispatch”, “Awaiting Estimate”, or “Awaiting Re-Estimate”, you will be prompted to print a Repair Order form (see Repair Order).

When saving a new or edited repair order with a repair status equivalent to “Awaiting Estimate Approval”, you will be prompted to print a Repair Estimate form (see Repair Estimate).

When saving a new repair order with a repair status equivalent to “Awaiting Repair or Repair in Process”, or “Awaiting Parts”, you will be prompted to print both a Repair Estimate form (see Repair Estimate) and a Repair Assignment form (see Repair Assignment). When saving an edited repair order with a repair status equivalent to “Awaiting Repair or Repair in Process”, or “Awaiting Parts”, you will be prompted to print just a Repair Assignment form.

When saving a new repair order with a repair status equivalent to “(Subcontracted) Awaiting Shipment to Repair Vendor”, “(Subcontracted) Awaiting Estimate”, or “(Subcontracted) Awaiting Re-Estimate”, you will be prompted to print both a Repair Order form (see Repair Order) and a Repair Subcontract form (see Repair Subcontract). When saving an edited repair order with a repair status equivalent to “(Subcontracted) Awaiting Shipment to Repair Vendor”, you will be prompted to print just a Repair Subcontract form.

When saving a new repair order with a repair status equivalent to “(Subcontracted) Awaiting Estimate Approval”, “(Subcontracted) Awaiting Repair or Repair in Process”, or “(Subcontracted) Awaiting Parts”, you will be prompted to print both a Repair Estimate form (see Repair Estimate) and a Repair Subcontract form (see Repair Subcontract).

When saving a new or edited repair order with any of the repaired or refused statuses, you will be prompted to print a Repair Invoice form (see Customer Repair Invoice).

The above-mentioned forms will also be printed when changing a repair status from the repair orders browse window (see Changing a Repair Order Status).

Printing Forms While Saving Sales Invoices

When saving a new or edited sales invoice, you will be prompted to print a Sales Invoice form (see Customer Sales Invoice).

Printing Forms While Saving Credit Notes

When saving a new or edited credit note, you will be prompted to print a Credit Note form (see Customer Credit Note).

Printing Forms While Saving Purchase Orders

When saving a new or edited purchase order with a status of “Order Ready to Send” or “Ordered”, you will be prompted to print a Purchase Order form (see Purchase Order).

When saving a new purchase return, you will be prompted to print a Purchase Return form (see Purchase Return).

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Viewing, Printing, or Sending a Form