Creating Custom Forms in TCM Session - 308 - PowerPoint PPT Presentation

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Creating Custom Forms in TCM Session - 308

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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 ... – PowerPoint PPT presentation

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Title: Creating Custom Forms in TCM Session - 308


1
Creating Custom Forms in TCM Session - 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.

5
Tips for working on Forms
  • Custom name / file save as
  • Black dividing lines
  • Frequencies
  • Font
  • File / Print Sample Form

6
Creating Custom Forms
  • When creating custom forms, you should rename
    the form so it will not be over written on the
    next update.

7
Modifying an Existing Form
  • Lets modify an AP check form by adding a Joint
    Payee field.

8
Work on Forms
9
Select Form
10
File Save AS
11
Black Dividing Lines
12
Frequency Heading
13
Frequency Detail
14
Frequency Total
15
Black Dividing Lines
16
Select a Field
17
Select a Field Joint Payee
18
Cut and Paste
19
Cut and Paste
20
Adjust Size
21
Position New Field
22
Position New Field
23
Select to Pay
24
Select Custom Form
25
AP Check
26
Default Form
27
Review
  • Custom name / file save as
  • Exception to the rule
  • Black dividing lines
  • Frequencies
  • Font
  • File / Print Sample Form

28
Question and Answer
  • Lets hear from you

29
Creating a Custom Form
  • THANK YOU FOR ATTENDING
  • IT HAS BEEN A PLEASURE
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