Setting Default Forms [Quick Tip]

Default forms are set in Package > Forms > Choose Default Forms. This example will go through setting a default invoice form.

1. Go to ACR > Forms Manager > Choose Default Forms

   1. Open

      

2. Choose 1. Invoice Form

   1. Open

      

3. Choose 1. Standard or 2. User Defined

4. Select the form to be the default

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5. Select if the form should allow override or not. Option 1. allow no override will automatically print this form and not prompt the user to select a form when invoicing. Option 2. allow override will prompt the user to select a form when invoicing, but will highlight the form selected as the default.

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Default forms can be set for:

1. Everyone (by not selecting workstation, user, or location)

2. Workstation (by selecting Workstation before choosing the form type)

3. User (by selecting User before choosing the form type)

4. Location (by selecting Location before choosing the form type)

If you have setup multiple from defaults, which one does AGRIS look to first to determine which form to use?

1. Workstation

2. Then User

3. Then Location

4. Then General (no location, user, or workstation)

   1. Example:

      1. If you have a default form defined by workstation and user, then the workstation form will be used.
         If you have a default form defined by user and location, then the user form will be used.
         If you have a default form defined by no detail and one by workstation, workstation form will be used.