Add Form Codes and Report Settings

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

Use this procedure to add an existing form code or report setting to Report Manager.

Note This procedure applies only to some modules.

Expand/Collapse item  Before You Begin

  • The form code or report setting must be created in the form or report window before it can be added to Maintain. For more information, see Create a New Form on the Fly.

 

Use one of the following methods:

To add a form code to Report Manager

  1. Select Library Master Setup menu > Report Manager.

  2. Select a form task and click the Maintain button.  For more information, see Report Manager - Fields.

Note If form codes or report settings have not been added to the Maintain window, the Add New Format window appears when you click the Maintain button in the Report Manager window.

  1. Click the Add New Format button.

  2. Perform one of the following:

  3. In the Form Code field, enter the form code to add.

  4. Select the All Codes check box to add all form codes available for the form selected.

For more information, see Add New Format – Fields.

  1. If a form code is selected, the Description field displays the form code description, and can only be viewed. If the All Codes check box is selected, enter a description for the set of codes.

  2. The Company Code field displays the company code in which the form code was created. Perform one of the following:

  3. Keep the company code displayed in the Company Code field.

  4. In the Company Code field, enter a different company code to use the form code.

  5. Select the All Companies check box to use the form code with all company codes.

Note To use the form code in company codes other than the one it was created in, the form code must first be created in that company.

  1. Click Proceed.

The form code is added to Report Manager.

To add a report setting to Report Manager

  1. Select Library Master Setup menu > Report Manager.

  2. Select a report task and click the Maintain  button.  For more information, see Report Manager - Fields.

Note If form codes or report settings have not been added to the Maintain window, the Add New Format window appears when you click the Maintain button in the Report Manager window.

  1. Click the Add New Format button.

  2. Perform one of the following:

  3. In the Report Setting field, enter the report setting to add.

  4. Select the All Settings check box to add all report settings available for the report selected.

For more information, see Add New Format – Fields.

  1. If a report setting is selected, the Description field displays the report setting description, and can only be viewed. If the All Settings check box is selected, enter a description for the set of settings.

  2. The Company Code field displays the company code in which the report setting was created. Perform one of the following:

  3. Keep the company code displayed in the Company Code field.

  4. In the Company Code field, enter a different company code to use the report setting.

  5. Select the All Companies check box to use the report setting with all company codes.

Note To use the report setting in company codes other than the one it was created in, the report setting must first be created in that company.

  1. Click Proceed.

The report setting is added to Report Manager.