Moving this post to the Sage 50 Canada Support Group since it was posted in the incorrect forum.

Thanks,
Derek

This is not likely to be a Sage 50 Canadian problem. The problem is with the setup on your computer in possibly two different places. If you have two different log-ons for the computer you may be using one all the time that is not an administrator. While your log on will allow you to run all your programs it may not allow you to save a new file. If you are using an administrator logon then there may be restrictions on the location where you tried to save the file.
Generally when a form is modified I try to save the new form in a folder "Custom Forms" on the same drive as the backups are saved. This has two purposes: first it is on a path where the permission will probably allow the new file to be saved; and second it will not be over-written when there is an update to the Sage 50 program.

HI Tia

When it comes time to save it, try using a different folder than the one your computer presents you with. Try saving it in My Documents or also known as Documents. I recommend creating a folder in Documents called Forms and saving your customized invoice there.

Hope this helps.

Jo Anne

I agree with the above comments, with one exception - I try to save my customized forms in the .saj folder, as they will then be backed up and moved with the data. If I ever have to restore from backup (say, if my computer dies), I want all of my information, including my custom forms.

C White

If you ever have problems opening your company files, try removing the extra files you put in the *.saj folder. I've seen databases act corrupted when people put "foreign" files and backups in the saj folder.

Good to know that can happen. I wonder what triggers that response? I've seen databases continue to work just fine with an incredible amount of 'foreign' stuff in the .saj folder - in one case, the client's entire music and video collection! (I went looking in the .saj folder myself, trying to figure out why the database for a small company in its 2nd year of operations took 15 minutes of highspeed internet time to download....)

Thank you all for your Advice, I have been able to save and use my new form!!

only problem- I adjusted some of my fields and am now having trouble filling out my new fields . When i print preview my invoice they are empty because im not sure how to add information to them!

Thanks again!!

flashfire said:

I adjusted some of my fields and am now having trouble filling out my new fields

Changes to the Sage 50 print / email forms don't affect the input screens, unfortunately there is no input screen editor.  Customization is limited to hiding some of the fields from view.   There are a few additional fields in the Sales Invoice screen (Sales | Enter Additional Information, Sales | Track Shipments) that are hidden in drop-down menus. 

Don't confuse the 'Additional Information' transaction field with the 'Additional information' list fields - 'list' fields are retrieved from the list item record, 'transaction' fields are entered and stored with the invoice - for example:

 - For the regular description, the invoice screen is automatically filled from the description field in the inventory item record.   The description can be edited (up to 255 characters) and is stored with the invoice detail data.   If you didn't edit the description for an item, and the inventory item's description has been changed since the invoice was posted, you may see a warning that "the description for the item on line x has changed".   Regardless of what is changed for the item, the invoice should always print out the same.

 - If the detailed inventory item description is added, it is retrieved from the detailed description tab in the inventory item record at the time you print.   If you print the invoice, then edit the detailed description, then print again, the new description will show.

 - There are 'additional' fields for the customer and for inventory items.   We use one of the 'Additional' fields for the item bin location on our Sales Order form and Packing List.  Again, because these fields are part of the inventory item, but only the item ID is stored with the invoice, there are no entry fields on the invoice for the list items.

There is an 'Additional Info' text and date field available throughout the software, which is stored with the Journal Entry, which is available on the invoice data entry screen.

I hope that helps, please post back.