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Welcome to our tutorial today on how to customize forms using sage business works our course today will go over the custom form design screen and how to edit the forms in this course we will discuss the different form sections available the different right-click options available, and then we'll provide a live demonstration in which we will cover how to add items to an existing form and how to create a new form first let's take a look at the form sections almost all forms will have a header detail and footer section the header will appear at the top of every page generally these are for company name and address customer or vendor name and address and the detail column headings the details section will contain the main body of the form these include database fields like quantity ordered and line item descriptions the footer will appear at the bottom of each page usually the footer section will contain the page numbers footnotes and page totals another commonly used section is the group section this is used to group the same type of information such as all the line items for a single invoice or all invoices for a single customer groups also allow you to enter field such as subtotals for example you can create a group to display all invoices for a customer with the subtotal of the invoices in the group here is an example of what the form design screen looks like with the different default sections if we select the report menu option then select grouping it will allow us to select a field on our form that we will want to prove on in this case we will select a group on invoice number as seen here means that each time the invoice number changes we want to print the invoice and start a new invoice we also have the ability to have it start a new page when the invoice number changes that would be this option here you can also select to reprint the group headings of subsequent pages and that would be this option here if our invoice uses multiple pages we will want to print our heading on each of those pages the group will add new sections for the group header here and the group footer here after adding the group the design screen changes to display the group heading and the group footer section and the group footer we could count the total number of items shipped on the invoice or the total of the line item dollar amounts to get an invoice subtotal when you're editing this form it's the information you're adding to is what goes above the gray line so if you wanted to add something to the group footer you would be putting it in the blank space here in between the group footer and the detail, and we'll go into more about this when we go into the live tutorial section some additional sections that are on the form are the title and summary sections the information in the title section will print on the first page only you could also add a summary section this information will print on the last page only this would be where we would place grand totals for the...
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