Sage 100

End-user on Sage 100 2014 - they have multiple companies and are using one common check form code (CUSTOM) to print checks (versus going into each company code). I can see this check form is maintained at MAS_SYSTEM\Reports\AP_CheckPrinting\Custom They added a new company and created a form code CUSTOM. I verified that this CUSTOM form did NOT create a form code in the MAS_XXX\Reports. There is no \Reports folder in the new company MAS_XXX folder. When they go into this new company to print a check they are not getting the custom form that they expect (and which all their other companies are getting). What am I missing? There seem to be at least two files that hold info: SY_ReportManagerFormat SY_ReportSetting I don't see a record in the SY_ReportManagerFormat but there is one in SY_ReportSetting

When creating a new form code I usually go into Crystal - make an unimportant cosmetic change - the SAVE in Crystal. Seems to be required to get the new form saved and available.

I'm still looking. They have a bunch of companies and I'm hoping that I've incorrectly concluded that the ones I looked at were writing checks and maybe there is only one company I haven't seen which has the \REPORTS folder. I also think that the user who created the new company code does NOT have Crystal so therefore couldn't have created the record by making that cosmetic change. Still digging..

Did they pick the same template (i.e. Plain) as the one in MAS_System?

I was just typing in what Barbara said when I saw her response. So, what Barbara said!

No - apparently not - resolution SY_ReportSetting changed field 15 TemplateDesc$= to the proper code. In this case, the user had created the form code with template Plain when they should have used Marbled. I changed Plain to Marbled and it began working. I have not worked with many large multi-company but this does pull from MAS_SYSTEM\Reports\AP_CheckPrinting\{form code}. It apparently looks for the Crystal Form based on the template name. The user did not have Crystal on their PC so there was no DESIGNER button which started me looking at MAS_SYSTEM and subsequently at the SY_ReportSettings

I've always used that utility to copy forms from one company to another, with mixed success, though. Maybe it's necessary to do that one little tweak just to create the folder, and then you can use the utility? That would seem to defeat the purpose, but ...yeah. Resolution How to copy a Form Code: WARNING: **To use the form code in company codes other than the one it was created in, the form code must first be created in that company** Open Library Master, Setup, Report Manager Select and expand a Module that has the form code in which to copy from Select and expand the Forms Select a form to copy and click the Maintain Button Select a Form Template (for a form code copy) Select a From Code ( form to copy from) Note: If selecting ""All Codes""; this will select all form codes available for the select form task to copy Select a Company Code to copy to Note: If selecting ""All Companies""; this will copy the form codes to all companies available. Click Proceed to copy Close maintain to finish Note If form codes or report settings have not been added to the Maintain window, the Add New Format window appears when you click the Maintain button in the Report Manager window. For more information, see Add New Format in the help files

I would be curious to see if you setup one company regularly with a CUSTOM form - then create the MAS_SYSTEM\Reports\AP_CheckPrinting\CUSTOM\xxx.rpt and also removed the MAS_XXX\Reports folder whether Sage would know to fallback to the MAS_SYSTEM form. I am thinking it might. Each subsequent company needs to have the same custom form created but don't hit designer and do make sure you select the correct layout (Plain, Dot Matrix, Laser, Marbled, etc) since that is what points Sage to the proper form.

I believe it always stocks the MAS_XXX\Reports folder with one of the forms in MAS90\Reports for that starter form you'll do the one tweak on. I often end up doing the dumb tweak in every company, then coming behind and plopping my custom form in the MAS_XXX\Reports folders that get created from that exercise.

In this case there was no MAS_XXX\Reports and all the forms were reading from MAS_SYSTEM\Reports\AP_CheckPrinting\(form code). I think the MAS_XXX\Reports is only populated if you open a report with Crystal for editing. I am not sure but guessing the order goes something like this (if form/report exists in below location - use it - otherwise move down the list) MAS_XXX\Reports MAS_SYSTEM\Reports\ Reports\