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!!

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.