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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 TCMSession - 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 • 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.
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.
Tips for working on Forms Custom name / file save as Black dividing lines Frequencies Font File / Print Sample Form
Creating Custom Forms When creating custom forms, you should rename the form so it will not be over written on the next update.
Modifying an Existing Form Let’s modify an AP check form by adding a Joint Payee field.
Review • Custom name / file save as • Exception to the rule • Black dividing lines • Frequencies • Font • File / Print Sample Form
Question and Answer • Lets hear from you
Creating a Custom Form • THANK YOU FOR ATTENDING • IT HAS BEEN A PLEASURE