Sage100 - Copy Custom AP Check Form to all company codes.

I was trying to use Report Manager to copy the form from the company code that I created it in to all companies.  It shows in the Report Manager and after I create the form code in the other company it is using the standard form.  I have 250 companies that I need to copy the same AP Check form to.  Looking for an easy way to do that. 

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  • 0
    Is the form exactly the same for all companies?

    If yes, you want to copy using the "all companies" option. This way you will have one crystal form that is automatically used for all of the companies.

    If you have already copied it to other companies you will have to delete it from the other companies or they will override.

    Additionally, I would avoid using STANDARD. The STANDARD form will not save settings.
  • 0 in reply to TomTarget
    Yes, it is the same form for all companies. I created a form code in one company called APCHECK and then used Report Manager copy function and selected my form and selected all companies. When I go into a different company the form code APCHECK is not there. If I create a form code called APCHECK it copies the standard form. I tried to copy again through Report Manager, answered Yes to override the form and it is still the standard form. I'm not sure what I'm doing incorrectly.

    Thanks
  • 0 in reply to 6538
    You have to copy the .rpt file manually to MAS_SYSTEM\Reports\...
  • 0 in reply to Kevin M

    You have to get a form code APCHECK with company (all) showing in the report manager.

    In the picture below,  notice the Form Code STCU with Company (all).  

    Notice there is also a form code STCU with a company TST.

    Hilite the form you wish to copy then click the copy button on the right 4th button down and copy the TST line to an (all) line.

    As long as there is not a company specific line for the desired form code,  the (all) line will be used in any company when you specify that form code.

    Note that when you first go in to print a check you will not see the form code,  you will have to manually type it in. 

    The one caution is that once you have created this (all) company form code,  DO NOT hit the designer button from check printing or it will create a company specific code that will override.  The company specific code created that way will use the default template. 

  • 0 in reply to TomTarget
    Thank you. The problem was I was clicking Designer to look at the check. So, you can NEVER click designer in the check printing window if you copy a check using Report Manager? That seems like it can cause some issues if something minor needs to be modified on the check form. So, is it that the Report Manager only uses the form from MAS_SYSTEM and does not create a copy of the form to the MAS_CompanyCode folder?
  • 0 in reply to 6538
    Once you create an (ALL) form, clicking the designer button will create an form code record that then overrides the (ALL) form.

    If you never use an (ALL) form then clicking the designer button is not an issue.
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