Forum Discussion

WMack's avatar
WMack
Experienced User
5 years ago
Solved

Copying a Sales Packing slip template

Hello   Simple thing that I'm trying to do... I need to copy a template form that is currently under, -> Customise Forms -> Invoices -> Item to -> Invoices -> Packing Slip (Item)   You can do a...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi WMack 

     

    AccountRight Classic (v19) would store the customise forms in a Forms folder within the application folder i.e. C:\PremierClassic\Forms. Generally, there are no sub-folders within that Forms folder and having a form saved in a sub-folder could make that form not appear for selection within a company file. As the forms were typically just stored in the one folder (no sub-folders), it was up to the form and the initial customisation to determine which layout the form was used.

     

    AccountRight 2019 works on a similar principle that when the form is initially customised it is given the layout used i.e. whether it is a service invoice or an item invoice... If that form layout does need to be changed another form would need to be created off a default form of the required layout. The difference with AccountRight 2019 is that the forms are no longer stored as part of a dedicated forms folder, rather than are included as part of the company file i.e. the myox file.

WMack's avatar
WMack
Experienced User

So can this not be done in the background files as I know it's a folder/file structure which shows all the different layouts and could possibly be copied from one folder to the other.

The template creating etc is not the friendliest of things to use so having to re-create a whole layout is a lot of work when it's possibly something MYOB could quickly copy to another layout.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi WMack 

 

AccountRight Classic (v19) would store the customise forms in a Forms folder within the application folder i.e. C:\PremierClassic\Forms. Generally, there are no sub-folders within that Forms folder and having a form saved in a sub-folder could make that form not appear for selection within a company file. As the forms were typically just stored in the one folder (no sub-folders), it was up to the form and the initial customisation to determine which layout the form was used.

 

AccountRight 2019 works on a similar principle that when the form is initially customised it is given the layout used i.e. whether it is a service invoice or an item invoice... If that form layout does need to be changed another form would need to be created off a default form of the required layout. The difference with AccountRight 2019 is that the forms are no longer stored as part of a dedicated forms folder, rather than are included as part of the company file i.e. the myox file.

  • WMack's avatar
    WMack
    Experienced User
    5 years ago

    Another ba bow.  Ok thanks for the information Steve.