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Creating Custom Forms in TCM Session - 308

Creating Custom Forms in TCM Session - 308. Presenter Myron Kanyuh. Creating Custom Forms. Objective of this session Concept for creating custom forms Tips when customizing forms Modifying an Existing Form Questions / Interactive. Objective.

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Creating Custom Forms in TCM Session - 308

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  1. Creating Custom Forms in TCMSession - 308 Presenter Myron Kanyuh

  2. Creating Custom Forms • Objective of this session • Concept for creating custom forms • Tips when customizing forms • Modifying an Existing Form • Questions / Interactive

  3. Objective • To create a customized form to use with The Construction Manager software. The form you create is stored in the Forms Folder in The Construction Manager software, so that you can select it whenever you want to use it. Using this same method any other forms can be created.

  4. Concept • You may have a need to enhance the forms provided by The Construction Manager software or to create your own forms. By using the menu option “Work on Forms” custom forms can be created. • Forms consist of checks, supplemental check stubs, customer invoices, customer monthly statements, vendor lien releases, and purchase orders. Once a form is created it is stored to be used when needed.

  5. Tips for working on Forms Custom name / file save as Black dividing lines Frequencies Font File / Print Sample Form

  6. Creating Custom Forms When creating custom forms, you should rename the form so it will not be over written on the next update.

  7. Modifying an Existing Form Let’s modify an AP check form by adding a Joint Payee field.

  8. Work on Forms

  9. Select Form

  10. File Save AS

  11. Black Dividing Lines

  12. Frequency Heading

  13. Frequency Detail

  14. Frequency Total

  15. Black Dividing Lines

  16. Select a Field

  17. Select a Field Joint Payee

  18. Cut and Paste

  19. Cut and Paste

  20. Adjust Size

  21. Position New Field

  22. Position New Field

  23. Select to Pay

  24. Select Custom Form

  25. AP Check

  26. Default Form

  27. Review • Custom name / file save as • Exception to the rule • Black dividing lines • Frequencies • Font • File / Print Sample Form

  28. Question and Answer • Lets hear from you

  29. Creating a Custom Form • THANK YOU FOR ATTENDING • IT HAS BEEN A PLEASURE

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