Creating New Forms in Eclipse Forms

If you are running the Eclipse Forms product, you can create new forms and assign them or printing, faxing, and e-mailing purposes in system.

To create a new form:

  1. From the System menu, select System Files > Printer Setup> Eclipse Forms Maintenance to display the Eclipse Forms Maintenance window.

  2. Click View Settings to display the View Settings window.

  3. Click New Form, enter a description for the form in the New Form Description field that displays, and click OK.

The system enters the description you entered in both the Form ID field and Form Description field. Make changes to the form ID, if necessary. The form ID displays when you are setting the default form types assigned to each document in the system.

  1. In the Form Branch ID field, select the form you want to modify.

The form you select here is the template from which you are going to base your new form. The column number listed after the form name indicates how many columns on the form you can modify. For example, the Acknowledgement (2 Columns) form has two columns of data that you can modify.

Note:Branch in this field name does not refer to an Eclipse branch. It refers to the form you are using as a template.

  1. In the Form API field, select ORDER.OUT for all forms except invoice forms. If you are creating an invoice form, select ORDER.INV.

  2. In the Form Type field, select the document to which you want to assign the new form.

For example, if you are creating a new form for your order acknowledgments that you want to use specifically when you e-mail forms, select Acknowledgement in the Form Branch ID field and Sales Acknowledgement in the Form Type field.

  1. Use the check box options to define your form:

Check Box

Description

This form is an Eclipse Standard Form and should be View Only onsite

Select if you do not want users making changes to the form you are creating because it is a standard Eclipse-generated form.

Hide all totals on this form

Select if you are creating a form on which you do not want to include total information, also known as a blind form. Totals still display at the line item level on the form.

Use alternate product descriptions on this form

Select if you want do not want the standard product descriptions on the forms.

Use alternate product descriptions on this form

Select if you want to access the alternative descriptions for the products on the forms.

Include all generations on this form

Select if you want to configure the form for printing all generations on a purchase order. The purchase order prints a form that consolidates all generations that use the same drop point.

This means when printing a purchase order, if the selected generation has a drop point set, and the current generation has not been received, is not a bid, and has not been canceled, then all generations sharing the same drop point (and matching the same criteria, such as not a bid, not canceled, etc.), then all generations have all their detail included on the printed document.  The detail is not sorted and not consolidated across generations, so a single line appearing on four different gens can print four different times, and each instance may be separated by other lines on the same order. 

Note: This selection only available when Purchase Order is selected in the Form Type field.

Group items by delivery label / room tag

Select if you want to group items on your form by delivery label and room tags.

Tract Housing Summary Invoice

Select if you want a summary invoice that divides material by tract housing plans. Displays only if you select an invoice form.

For more information about tract housing, see Tract Housing Plan Management Overview in the Pricing Management online help documentation.

Tract Housing Plan Ship Ticket

Select if you want the ship ticket that groups material by manufacturer and include room tag information and keyed-alike indicators. Displays only if you select a ship ticket.

For more information about tract housing, see Tract Housing Plan Management Overview in the Pricing Management online help documentation.

  1. Define the form columns and save your form.

To copy contents from an existing form:

  1. From the System menu, select System Files > Printer Setup> Eclipse Forms Maintenance to display the Eclipse Forms View Maintenance window.

  2. Click View Settings to display the Form View Settings window.

  3. In the Form ID field, enter the ID of the form that you want to copy and press Enter.

  4. From the File menu, select Copy and enter the description for the new form in the New Form Description field that displays.

  5. Click OK.

The system populates the fields in the View Settings window with the information from the form you copied.

  1. Update the form information as described in the above procedure and define the form columns.

  2. Save your changes and close the window.

See Also:

Modifying Columns on Standard Forms