Customize Graphical Forms

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Expand/Collapse item  Overview

You can customize graphical forms, as well as create graphical forms for all form printing options. All graphical forms can be printed using a Windows printer; however, you can customize or create forms only if SAP Crystal Reports is installed on your workstation.

To customize multiple forms for one or all companies, use Report Manager. For more information, see Customize Forms and Reports in Report Manager.

Expand/Collapse item  Before You Begin

  • SAP Crystal Reports must be installed on your workstation.

  • For some modules, the applicable graphical forms check box(es) must be selected in the module's Options window.

 

Use one of the following methods to customize graphical forms.

 

To customize graphical forms for the Material Requirements Planning and Work Order modules

    Material Requirements Planning and Work Order modules

  1. Access the form printing window.

Note If this is the first time you are selecting the form printing window, the Template Selection window appears. Select a form template. For more information, see Template Selection – Fields.

  1. In the Form Code field, enter the form code to customize.

Several forms have three default templates:

  1. A template for printing on a preprinted form

  2. A template for printing on plain paper

  3. A template for printing on plain paper in a graphical format with a marbled background

  1. To print forms to multiple locations, in the form printing window, click Multi Part to specify the printers to use for a multi-part form. For example, using the Multi-Part feature you can print the following copies of a sales order.

  1. A file copy to your draft printer

  2. A warehouse copy to the printer located in your warehouse

  3. An original copy to your high-quality laser printer

For more information, see Set Up Multi-Part Form Printing.

  1. Select the Collated check box to print your forms in a collated order.

Note This check box is available only in some form windows.

  1. In the form printing window, click Form. The form appears in Crystal Designer. Customize and save the form.

  2. In the form printing window, click Print.

  3. In the dialog box that appears, click Align to print an alignment pattern using the software to verify your new form layout.

The form is customized.

 

To customize graphical forms for all other modules

  1. Access the form printing window.

Note If this is the first time you are selecting the form printing window, the Template Selection window appears. Select a form template. For more information, see Template Selection – Fields.

  1. In the Form Code field, enter the form code to customize and click Designer.

  2. The form appears in Crystal Designer. Customize and save the form.

  3. In the form printing window, click the Multi-Part Form Enabled check box and click Multi Part to print the form to multiple locations. For more information, see Set Up Multi-Part Form Printing.

  4. Click Alignment to print an alignment pattern to verify your new form layout.

  5. In the Printer/Output field, select the printer or output method. This field is available only if the Multi-Part Form Enabled check box is cleared.

  6. Click Setup to change printing options such as paper orientation and paper size for the printer selected in the Printer/Output field.

Note Printing options default to the default setting of the document. Changes to the paper orientation, size, source, and duplex (printing on both sides) options are saved with the form code.

  1. Print or preview the form.

The form is customized.