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Creating and editing forms

Forms are used wherever they are used in non-electronic ordering, for example, for orders, cancellations, delivery notes, credit notes and invoices. There are several options at these points, e.g. printing, sending as text e-mail or CBL e-mail, and also faxing, for which different forms are sometimes required.

For each of these form types, there must be a form in the default language not displayed and with no company setting to prevent a form being missing when executing a scheduled task, which could cause the task to terminate.

Note: The system creates a new standard form every time it starts if no form type is found.

Creating or editing a form

1. On the Company Administration page, click the Forms link.

   The Forms list is displayed.

2. Click:
   • the New entry button to create a new form
   • to edit an existing form

   The Form page is displayed. Select the menu item Help to display detailed information about this page.

Problems and their causes

Problem	Cause
File cannot be found or loaded due to authorisation problem	It may happen that the user has insufficient rights for folders or files that he wants to load (on the client computer used).
Special characters/incorrect character set in the document (e.g. "invalid UTF-8 character")	The file has a character set other than the one configured. Some languages require the UTF-8 character set, for example.
Incorrect form type	The form type governs the call up in Impact Ordering and should not be changed.
Missing information due to typing errors/forgotten XSL fields	Modifications to the forms are necessary
The form is transferred incorrectly or not at all	Possible causes: Incorrect file type, missing rights allocation to the file, missing form with no language setting etc

See also Company administration pages Company profile Creating and editing companies Viewing the company hierarchy Managing addresses Creating and editing banks and accounts Managing budgets Managing control structures