creating custom forms in tcm session 308 n.
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Creating Custom Forms in TCM Session - 308 - PowerPoint PPT Presentation


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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 customizing forms Modifying an Existing Form Questions / Interactive. Objective.

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Presentation Transcript
creating custom forms
Creating Custom Forms
  • Objective of this session
  • Concept for creating custom forms
  • Tips when customizing forms
  • Modifying an Existing Form
  • Questions / Interactive
objective
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.
concept
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.
tips for working on forms
Tips for working on Forms

Custom name / file save as

Black dividing lines

Frequencies

Font

File / Print Sample Form

creating custom forms1
Creating Custom Forms

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

modifying an existing form
Modifying an Existing Form

Let’s modify an AP check form by adding a Joint Payee field.

review
Review
  • Custom name / file save as
  • Exception to the rule
  • Black dividing lines
  • Frequencies
  • Font
  • File / Print Sample Form
question and answer
Question and Answer
  • Lets hear from you
creating a custom form
Creating a Custom Form
  • THANK YOU FOR ATTENDING
      • IT HAS BEEN A PLEASURE