Chapter 15: Customizing Forms. McGraw-Hill/Irwin The McGraw-Hill Companies, Inc., 2003 15-2 Customizing Forms Chapter 15 starts Part 4 of the book:

Chapter 15: Chapter 15: Customizing FormsCustomizing Forms

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Customizing FormsCustomizing FormsChapter 15 starts Part 4 of the book:

Advanced Peachtree Complete 2002 Applications.

You have used many different kinds of forms: invoices, statements, checks, etc. There may be times when you want to create your own form or customize one of the formats that come with Peachtree. You can customize forms with Peachtree’s forms designer.

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Software Objectives, p. 597Software Objectives, p. 597

Select a form. Select the filter, format, align, and design

options. Explore the data, text, command, group,

picture, and line objects. Design a Balance Sheet with the Financial

Statement Wizard.

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Web Objectives, p. 597Web Objectives, p. 597 Use your Internet browser to go to the book’s

website at www.mhhe.com/business/accounting/yacht2002

Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART 4. Complete the first web exercise in Part 4, “Academic Website.”

Use a word processing program to write summaries of the websites that you visited.

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Printing forms, pp. 597-598Printing forms, pp. 597-598

There are three types of documents that can be accessed from the Reports menu:a. Reportsb. Financial Statementsc. Forms

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What is a form? pp. 598-599What is a form? pp. 598-599 A form in Peachtree is a document that you

exchange with customers, vendors, or employees. The forms that come with Peachtree include checks, tax forms, invoices, statements, mailing labels, quotes, and collection letter.

Read pages 598 and 599.

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Peachtree TipsPeachtree TipsYou use the sample company, Bellwether Garden Supply, to complete Chapter 15. You can restore any backup from Chapters 1 – 7.If you do not have a backup of Bellwether data, see Appendix A, Installing Starting Data for the Sample Companies, pp. 701-702 for detailed steps.

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Chapter 15 topicsChapter 15 topics1. Software objectives and web objectives, p. 5972. Printing forms, pp. 597-5983. What is a form?, pp. 598-5994. Getting started, p. 599

a. Selecting a report, pp. 600-602b. The filter options, pp. 602-603c. The format options, pp. 604-605d. The align options, p. 606

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Chapter 15 topics, concludedChapter 15 topics, concluded5. Designing forms, pp. 607-6116. Editing a form design, pp. 611-6137. Financial Statement Wizard, pp. 614-6178. Internet activity, p. 6179. Summary and review, p. 617

a. Going to the net, p. 618 b. Multiple-choice questions, pp. 618-620c. Exercise 15-1, p. 620d. Exercise 15-2, p. 620e. Chapter 15 index, p. 621

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Getting started, pp. 599-601Getting started, pp. 599-601 Read the information at the bottom of page 599. Complete

steps 1-3 on p. 600.

Complete steps 4 – 6 on page 601.

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Invoice Plain Service #2, pp. 601-603Invoice Plain Service #2, pp. 601-603 Type 10309 in the “From” column. Type 10311 in the “To”

column.

Read the information on pp. 602 and 603. Then, click on <OK>.

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The format options, p. 604The format options, p. 604 Complete steps 1, 2 and 3 on page 604.

Read the information at the bottom of p. 604.

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Print Setup, p. 605Print Setup, p. 605 Click on the arrow next to the “Default Printer.” The

“Print Setup” window appears.

Read p. 605. Select “Cancel” to return to the “Invoice Plain Service #2 Format” window.

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The align options, p. 606The align options, p. 606 At the “Invoice Plain Service #2” window, click on <Align>.

Read p. 606, then complete steps 2 and 3.

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Designing forms, pp. 607 - 608Designing forms, pp. 607 - 608 Read page 607, then complete steps 1 – 4 on pp. 607-608.

Click on the “Save” icon.

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Designing forms, p. 608Designing forms, p. 608 In the “Form Name” box, type Practice

Click on the <Save> button.

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Data Object Properties, p. 609Data Object Properties, p. 609 Complete steps 7 and 8 on page 609.

Complete steps 9 and 10 on page 609. Click on <OK>.

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““Practice” window, p. 610Practice” window, p. 610 Complete step 11 on page 610.

Complete steps 12 and 13 on page 610.

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““Edit Print Order” window, p. 610-611Edit Print Order” window, p. 610-611 After completing step 13 on page 610 this screen is

shown.

Complete steps 14, 15, and 16 on page 611.

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Editing a Form Design, pages 611-613 Editing a Form Design, pages 611-613

Complete steps 1, 2, and 3 on page 611.

Read pages 612 and 613.

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Financial Statement Wizard, p. 614Financial Statement Wizard, p. 614

Complete steps 1, 2, and 3 on p. 614. Compare your screen to the one shown on p. 614.

Click on <Next>.

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Financial Statement Wizard continued, p. 615Financial Statement Wizard continued, p. 615

After completing step 4 on p. 614, this screen appears.

Click on <Next>.

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15-23Financial Statement Wizard continued, Financial Statement Wizard continued, pp. 615-616pp. 615-616

After completing steps 6 and 7 on page 615, the Headers and Footers screen appears.

Complete steps 8 - 13 on page 616.

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Financial Statement Wizard concluded, p. 616Financial Statement Wizard concluded, p. 616 After completing step 13 on p. 616, the balance sheet is shown.

Close the balance sheet screen. Then close the “Select a Report” window. Exit Peachtree.

Complete steps 8, 9, 10, 11, 12 on pp. 602-603.

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Glossary of TermsGlossary of TermsChapter 15Chapter 15

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Portrait orientation, p. 604Portrait orientation, p. 604

Portrait orientation refers to the direction of the page in which the long edge of the paper runs vertically. It is called portrait orientation because of the similarity to a picture in a frame.

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Landscape orientation, p. 605Landscape orientation, p. 605

Landscape orientation refers to the direction of the page in which the long edge of the paper runs horizontally. It is called landscape orientation because it resembles the horizon.

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Data objects, p. 613Data objects, p. 613

A data object is either taken directly from information you have typed or derived from such information.

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Text objects, p. 613Text objects, p. 613

A text object is for letters or characters you type onto the form.

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Picture objects, p. 613Picture objects, p. 613

Picture objects are any bit-mapped graphic image created or captured in a program that supports OLE (object linked and embedded) native format.

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Group objects, p. 613Group objects, p. 613

Group objects are combined data objects arranged in columns. They are treated as a single object with a single order number.

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Command objects, p. 613Command objects, p. 613

Command objects are used by Peachtree to tell the program what to do next when printing forms.

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Line and rectangle objects, p. 613Line and rectangle objects, p. 613

You can draw lines or rectangles on your forms. You can draw lines in color and with shading. Lines can also contain other objects.

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McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003

Internet Activity, p. 617Internet Activity, p. 6171 Go to the book’s website at

www.mhhe.com/business/accounting/yacht20022 In the “Student Center” list, link to Internet Activities.3 Link to WEB EXERCISES PART 4.4 Complete the “ACADEMIC WEBSITE” exercise. Read steps

1-3.5 Follow the steps shown on the book’s website to complete

this Internet activity.6 Using a word processing program, write a brief summary of

what you find. Include all appropriate website addresses.

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McGraw-Hill/Irwin © The McGraw-Hill Companies, Inc., 2003

Going to the Net, p. 618Going to the Net, p. 618 Access the Peachtree’s Frequently Asked

Questoins at www.peachtree.com/accounting/html/2002paw_faqs.cfm

• Read the information about modifying Peachtree’s forms.

1. How do you copy customized Reports across companies?

2. What if I need more complex reports than the pre-defined reports that comes with Peachtree?