Select a Crystal Reports Form

Before you can perform these tasks

You can select a Crystal Report form as the default template when you print a specific transaction.

To select:

A standard Crystal Reports form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click the transaction group that uses the form you want to print.
  3. If you are printing sales invoices, in the Printed Form Type list, select Custom Crystal Reports Form.

For other types of forms, in the Form Type list, select Custom Crystal Reports Form.

  1. If you are printing sales invoices, in the Printed Form Description, select a template.

For other types of forms, in the Description box, select a template.

  1. Click OK.

A Crystal Reports form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click the transaction group that uses the form you want to print.
  3. If you are printing sales invoices, in the Printed Form Type box, select Custom Crystal Reports Form.

For other types of forms, in the Form Type box, select Custom Crystal Reports Form.

  1. If you are printing sales invoices, in the Printed Form Description, select User-Defined Form.

For other types of forms, in the Description box, select User-Defined Form.

  1. Click Browse.
  2. In the Select Simply Form window, select the file you have saved, and click Open.
  3. Click OK.

What do you want to do?

Modify a Crystal Reports form