Sections: User Authentication Window, Form Management Window, Left Pane, Right Pane
Use this feature to design and/or modify laser printer forms you can use when printing STORIS documents. The Forms Designer comes delivered with many laser form layouts called Standard Forms, including forms for sales orders, purchase orders, checks, and credit card receipts. You can use these standard forms as-is, or you can copy the layouts and create your own custom forms from the copies.
Report Designer
Data View
To access an option, click on its associated tab at the top of the Forms Designer screen. The Report Designer tab contains the screen on which you edit forms, so you see the internal names of the actual fields on the form. The other tabs show a generic print display of the form (that is, no data, just the spaces occupied by the various fields and labels on the form).
To print STORIS documents using a Forms Designer form, you must select Forms Designer as your print method in the appropriate Settings file. For example, to print sales order forms such as exchange receipts, select Forms Designer at the Sales Order field on the Printed Documents tab of the Point of Sale Control Settings. Then, whenever a user prints an exchange receipt, STORIS uses the form you specify as the default form (see the section on the Default column).
Forms Designer flags also exist in the following Control files:
Point of Sale Control Settings - The ATP Calculation settings located on the Logistics tab, allows ATP and ATC dates to print on Sales Order and Shopping Cart Enhanced Laser Printing forms.
Most regular laser print
forms are also available as STORIS Standard form templates within the
Forms Designer.
If using Multi-Lingual
Processing, the language for each form is derived from the Document
Language field on the Settings tab in the Warehouse/Store
Location Settings for the warehouse or store location associated with
the form (specified in the Locations column of the Form
Management Window.
Before you can access the Enhanced Laser Forms Designer, you must enter security information at the User Authentication window. For more information on the User Authentication window, check with your system administrator.
After you enter your user authentication information and click OK, the Forms Management window loads, displaying the Design Standard Forms group in the right pane. Figure 1 shows the top portion of the screen. The left pane displays your editing options such as Copy Form and Delete Form. Figure 2 shows the bottom portion of the left pane, which contains your available form groups (that is, standard, label, addendum, and insurance letters), with Design Standard Forms as the current choice.
In Figure 1, the right (main) pane displays the available form types for the selected form. That is, the form group you select in the left pane determines the form types that appear in the right pane.
Figure 1
Figure 2
The right pane lists the form types associated with the form group you selected in the left pane. Each form type includes one or more STORIS Standard forms as well as any copies of standard forms your users have made. To display the forms associated with a form type, click on the plus sign (+) next to a form type name (see Figure 3). Information on the selected form appears in the various columns.
To activate a form, check the box in the Default column. STORIS recognizes only the default form for each form type, indicated by a check in the Default column, unless locations have been specified for selected forms (see the section on the Locations column). You can specify a new default form at any time. STORIS Standard Forms are indicated by a check mark in the STORIS Standard column. You cannot edit these forms, but you can copy them and edit the copies.
Figure 3
Use the left pane to specify the form group whose form types (see Figure 2) you want to edit. When you click on a form group in the left pane, the form types associated with that form group appear in the right pane. You can choose from the following form groups:
Design Standard Forms - includes print forms for most of STORIS' main features
Design Label Forms - a label form designer similar to Label Matrix®
Design Addendum Forms - includes forms for import purchase order addenda
Insurance Letters - forms for printing insurance acceptance and insurance cancellation letters
The left pane also contains the following editing options (see Figure 1) for form types in the selected form group:
New Label Wizard (available only for the Label Forms group)