Chapter 15: Customizing Forms

Customizing Forms Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2007 Applications. You have used many different kinds of forms: invoices, statements, checks, etc. There may be times when you want to create your own form or customize one of the formats that come with Peachtree. You can customize forms with Peachtree’s forms designer. ©2008 The McGraw-Hill Companies, Inc.

Software Objectives, p. 585 Select a form. Select the filter, format, align, and design options. Explore the data, text, command, group, picture, and line objects. Design a Balance Sheet with the Financial Statement Wizard. ©2008 The McGraw-Hill Companies, Inc.

Web Objectives, p. 585 Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2007. Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART 4. Complete the first web exercise in Part 4–Academic Websites. Use a word processing program to write summaries of the websites that you visited. ©2008 The McGraw-Hill Companies, Inc.

Printing forms, pp. 585-586 There are three types of documents that can be accessed from the Reports menu: a. Reports b. Financial Statements c. Forms ©2008 The McGraw-Hill Companies, Inc.

What is a form? pp. 586-587 A form in Peachtree is a document that you exchange with customers, vendors, or employees. The forms that come with Peachtree include checks, tax forms, invoices, statements, mailing labels, quotes, and collection letters. Read pages 586 and 587. ©2008 The McGraw-Hill Companies, Inc.

Peachtree Tips You use the sample company, Bellwether Garden Supply, to complete Chapter 15. You can restore any backup from Chapters 1 – 7. If you do not have a backup of Bellwether data, see Appendix A, Restoring Starting Data for the Sample Companies, p. 700 for detailed steps. ©2008 The McGraw-Hill Companies, Inc.

Chapter 15 topics Software objectives and web objectives, p. 585 Printing forms, pp. 585-586 What is a form?, pp. 586-587 Getting started, p. 587 a. Selecting a report, pp. 588-589 b. The filter options, pp. 590-591 c. The format options, pp. 591-592 d. The align options, p. 593 ©2008 The McGraw-Hill Companies, Inc.

Chapter 15 topics (concluded) Designing forms, pp. 594-599 Editing a form design, pp. 599-601 Financial Statement Wizard, pp. 601-605 Internet activity, p. 606 Summary and review, p. 606 a. Going to the net, p. 607 b. Multiple-choice questions, pp. 607-609 c. Exercise 15-1, p. 609 d. Exercise 15-2, p. 609 e. Chapter 15 index, p. 610 ©2008 The McGraw-Hill Companies, Inc.

Getting started, pp. 587-588 Read the information at the bottom of page 587. Complete steps 1-3 on p. 588. Complete steps 4 – 6 on pp. 588-589. ©2008 The McGraw-Hill Companies, Inc.

Invoice window, p. 589 Type 10309 in the From column. Type 10311 in the To column. The Invoice window is shown below step 6, p. 589. Read the information on pp. 589. ©2008 The McGraw-Hill Companies, Inc.

The filter options, pp. 590-591 Read the information on p. 590. Complete steps 1-3 on pp. 590-591. ©2008 The McGraw-Hill Companies, Inc.

The format options, p. 591-592 Complete steps 1, 2 and 3 on p. 591. The Invoice; Format window is shown below step 3, p. 591. Read the information at the top of p. 592. ©2008 The McGraw-Hill Companies, Inc.

Print Setup, p. 592 Click on the arrow next to the Default Printer. The Print Setup window appears. Read p. 592. Select Cancel to return to the Invoice Format window. ©2008 The McGraw-Hill Companies, Inc.

The align options, p. 593 At the Invoice window, click on <Align>. Read p. 593, then complete steps 2 and 3. ©2008 The McGraw-Hill Companies, Inc.

Designing forms, pp. 594-595 Read page 594, then complete steps 1 – 4 on pages 594-595. The OCR Multi-Purp PR Continuous window is shown below step 4, p. 595. Click <Save>. ©2008 The McGraw-Hill Companies, Inc.

Designing forms, p. 595 In the Form Name field, type Practice. The Save As window is shown below step 5, p. 595. Click <Save>. ©2008 The McGraw-Hill Companies, Inc.

Data Object Properties, p. 596-597 Complete steps 7-10 on page 596. The Data Object Properties window is shown on page 597, after step 10. Complete steps 11 and 12 on pages 597. ©2008 The McGraw-Hill Companies, Inc.

Edit Print Order window, p. 598 Complete steps 13 and 14 on page 598. The Edit Print Order window is shown below step 14 on p. 598. Complete steps 15 - 17 on p. 599. ©2008 The McGraw-Hill Companies, Inc.

Editing a Form Design, pages 599-601 Complete steps 1, 2, and 3 on page 599. Read the information on pages 599, 600, and 601. ©2008 The McGraw-Hill Companies, Inc.

Financial Statement Wizard, p. 601-604 Complete steps 1, 2, and 3 on pp. 601-602. Compare the Introduction window to the one shown below step 3 on page 602. Click <Next>. ©2008 The McGraw-Hill Companies, Inc.

Financial Statement Wizard (continued), p. 602 After completing step 4 on p. 602, the Financial Statement window appears. Click <Next>. ©2008 The McGraw-Hill Companies, Inc.

Financial Statement Wizard (continued), pp. 603 After completing steps 5, 6 and 7 on p. 603, the Headers and Footers window appears. Complete steps 8 - 13 on p. 604. ©2008 The McGraw-Hill Companies, Inc.

Financial Statement Wizard (concluded), p. 605 The balance sheet is shown on p. 605. Complete steps 8, 9, 10, 11, 12 on pp. 602-603. ©2008 The McGraw-Hill Companies, Inc.

Glossary of Terms Chapter 15 ©2008 The McGraw-Hill Companies, Inc.

Portrait orientation, p. 592 Portrait orientation refers to the direction of the page in which the long edge of the paper runs vertically. It is called portrait orientation because of the similarity to a picture in a frame. ©2008 The McGraw-Hill Companies, Inc.

Landscape orientation, p. 592 Landscape orientation refers to the direction of the page in which the long edge of the paper runs horizontally. It is called landscape orientation because it resembles the horizon. ©2008 The McGraw-Hill Companies, Inc.

Bitmap, p. 600 A bitmap refers to the dots (pixels or picture elements) on the display window. ©2008 The McGraw-Hill Companies, Inc.

Data objects, p. 600 A data object is either taken directly from information you have typed or derived from such information. ©2008 The McGraw-Hill Companies, Inc.

Text objects, p. 601 A text object is for letters or characters you type onto the form. ©2008 The McGraw-Hill Companies, Inc.

Picture objects, p. 601 Picture objects are any bitmapped graphic image created or captured in a program that supports OLE (object linked and embedded) native format. ©2008 The McGraw-Hill Companies, Inc.

Group objects, p. 601 Group objects are combined data objects arranged in columns. They are treated as a single object with a single order number. ©2008 The McGraw-Hill Companies, Inc.

Command objects, p. 601 Command objects are used by Peachtree to tell the program what to do next when printing forms. ©2008 The McGraw-Hill Companies, Inc.

Line and rectangle objects, p. 601 You can draw lines or rectangles on your forms. You can draw lines in color and with shading. Lines can also contain other objects. ©2008 The McGraw-Hill Companies, Inc.

Internet Activity, p. 606 1 Go to the book’s website at www.mhhe.com/yacht2007. 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Chapter 15 to complete Quizzes, PowerPoints, and Going to the Net exercises. 4 Complete the ACADEMIC WEBSITES exercise. Read steps 1-6. 5 Follow the steps shown on the book’s website to complete this Internet activity. 6 Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses. ©2008 The McGraw-Hill Companies, Inc.

Going to the Net, p. 607 Access the Customer Success Stories about the Peachtree Accounting Product Line at http://smallbusiness.sagesoftware.com/press/press_releases_peachtree.cfm. Select two recent product news articles. Write a brief summary (no more than 100 words for each article). Identify the name and date of the articles and the website address in your answer. ©2008 The McGraw-Hill Companies, Inc.