Design Enhanced Laser Forms

Access

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.

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).

Activating the Forms Designer Via the Control Settings Files

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:

 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.

User Authentication 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.  

Form Management Window

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

Right Pane

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

Left Pane

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:

The left pane also contains the following editing options (see Figure 1) for form types in the selected form group: