1. Chapter 15: Customizing Forms

2. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-2 Customizing Forms Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2002 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.

3. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-3 Software Objectives, p. 597 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.

4. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-4 Web Objectives, p. 597 Use your Internet browser to go to the book’s website at www.mhhe.com/business/accounting/yacht2002 www.mhhe.com/business/accounting/yacht2002 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 Website.” Use a word processing program to write summaries of the websites that you visited.

5. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-5 Printing forms, pp. 597-598 There are three types of documents that can be accessed from the Reports menu: a. Reports b. Financial Statements c. Forms

6. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-6 What is a form? pp. 598-599 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 letter. Read pages 598 and 599.

7. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-7 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, Installing Starting Data for the Sample Companies, pp. 701-702 for detailed steps.

8. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-8 Chapter 15 topics 1. Software objectives and web objectives, p. 597 2. Printing forms, pp. 597-598 3. What is a form?, pp. 598-599 4. Getting started, p. 599 a. Selecting a report, pp. 600-602 b. The filter options, pp. 602-603 c. The format options, pp. 604-605 d. The align options, p. 606

9. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-9 Chapter 15 topics, concluded 5. Designing forms, pp. 607-611 6. Editing a form design, pp. 611-613 7. Financial Statement Wizard, pp. 614-617 8. Internet activity, p. 617 9. Summary and review, p. 617 a. Going to the net, p. 618 b. Multiple-choice questions, pp. 618-620 c. Exercise 15-1, p. 620 d. Exercise 15-2, p. 620 e. Chapter 15 index, p. 621

10. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-10 Getting started, pp. 599-601 Read the information at the bottom of page 599. Complete steps 1-3 on p. 600. Complete steps 4 – 6 on page 601.

11. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-11 Invoice Plain Service #2, pp. 601-603 Type 10309 in the “From” column. Type 10311 in the “To” column. Read the information on pp. 602 and 603. Then, click on.

12. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-12 The format options, p. 604 Complete steps 1, 2 and 3 on page 604. Read the information at the bottom of p. 604.

13. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-13 Print Setup, p. 605 Click on the arrow next to the “Default Printer.” The “Print Setup” window appears. Read p. 605. Select “Cancel” to return to the “Invoice Plain Service #2 Format” window.

14. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-14 The align options, p. 606 At the “Invoice Plain Service #2” window, click on. Read p. 606, then complete steps 2 and 3.

15. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-15 Designing forms, pp. 607 - 608 Read page 607, then complete steps 1 – 4 on pp. 607-608. Click on the “Save” icon.

16. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-16 Designing forms, p. 608 In the “Form Name” box, type Practice Click on the button.

17. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-17 Data Object Properties, p. 609 Complete steps 7 and 8 on page 609. Complete steps 9 and 10 on page 609. Click on.

18. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-18 “Practice” window, p. 610 Complete step 11 on page 610. Complete steps 12 and 13 on page 610.

19. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-19 “Edit Print Order” window, p. 610-611 After completing step 13 on page 610 this screen is shown. Complete steps 14, 15, and 16 on page 611.

20. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-20 Editing a Form Design, pages 611-613 Complete steps 1, 2, and 3 on page 611. Read pages 612 and 613.

21. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-21 Financial Statement Wizard, p. 614 Complete steps 1, 2, and 3 on p. 614. Compare your screen to the one shown on p. 614. Click on.

22. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-22 Financial Statement Wizard continued, p. 615 After completing step 4 on p. 614, this screen appears. Click on.

23. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-23 Financial Statement Wizard continued, pp. 615-616 After completing steps 6 and 7 on page 615, the Headers and Footers screen appears. Complete steps 8 - 13 on page 616.

24. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-24 Financial Statement Wizard concluded, p. 616 After completing step 13 on p. 616, the balance sheet is shown. Close the balance sheet screen. Then close the “Select a Report” window. Exit Peachtree. Complete steps 8, 9, 10, 11, 12 on pp. 602-603.

25. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-25 Glossary of Terms Chapter 15

26. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-26 Portrait orientation, p. 604 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.

27. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-27 Landscape orientation, p. 605 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.

28. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-28 Data objects, p. 613 A data object is either taken directly from information you have typed or derived from such information.

29. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-29 Text objects, p. 613 A text object is for letters or characters you type onto the form.

30. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-30 Picture objects, p. 613 Picture objects are any bit-mapped graphic image created or captured in a program that supports OLE (object linked and embedded) native format.

31. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-31 Group objects, p. 613 Group objects are combined data objects arranged in columns. They are treated as a single object with a single order number.

32. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-32 Command objects, p. 613 Command objects are used by Peachtree to tell the program what to do next when printing forms.

33. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-33 Line and rectangle objects, p. 613 You can draw lines or rectangles on your forms. You can draw lines in color and with shading. Lines can also contain other objects.

34. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-34 Internet Activity, p. 617 1Go to the book’s website at www.mhhe.com/business/accounting/yacht2002 www.mhhe.com/business/accounting/yacht2002 2In the “Student Center” list, link to Internet Activities. 3Link to WEB EXERCISES PART 4. 4Complete the “ACADEMIC WEBSITE” exercise. Read steps 1-3. 5Follow the steps shown on the book’s website to complete this Internet activity. 6Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses.

35. McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003 15-35 Going to the Net, p. 618 Access the Peachtree’s Frequently Asked Questoins at www.peachtree.com/accounting/html/2002paw_faqs.cfm www.peachtree.com/accounting/html/2002paw_faqs.cfm Read the information about modifying Peachtree’s forms. 1. How do you copy customized Reports across companies? 2. What if I need more complex reports than the pre- defined reports that comes with Peachtree?