Creating Custom Forms in TCM Session - 308

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.

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Tips for working on Forms

• Custom name / file save as
• Black dividing lines
• Frequencies
• Font
• File / Print Sample Form

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Creating Custom Forms

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

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Modifying an Existing Form

• Lets modify an AP check form by adding a Joint
  Payee field.

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Work on Forms
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Select Form
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File Save AS
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Black Dividing Lines
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Frequency Heading
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Frequency Detail
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Frequency Total
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Black Dividing Lines
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Select a Field
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Select a Field Joint Payee
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Cut and Paste
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Cut and Paste
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Adjust Size
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Position New Field
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Position New Field
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Select to Pay
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Select Custom Form
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AP Check
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Default Form
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Review

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

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Question and Answer

• Lets hear from you

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Creating a Custom Form

• THANK YOU FOR ATTENDING
• IT HAS BEEN A PLEASURE