Chapter 15: Chapter 15: Customizing FormsCustomizing Forms

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Customizing FormsCustomizing Forms

Chapter 15 starts Part 4 of the book: Chapter 15 starts Part 4 of the book: Advanced Peachtree Complete 2005 Advanced Peachtree Complete 2005 Applications.Applications.

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

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Software Objectives, p. 555Software Objectives, p. 555

Select a form.Select a form.

Select the filter, format, align, and design Select the filter, format, align, and design options.options.

Explore the data, text, command, group, picture, Explore the data, text, command, group, picture, and line objects.and line objects.

Design a Balance Sheet with the Financial Design a Balance Sheet with the Financial Statement Wizard.Statement Wizard.

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Web Objectives, p. 555Web Objectives, p. 555Use your Internet browser to go to the book’s Use your Internet browser to go to the book’s website at website at www.mhhe.com/yacht20005www.mhhe.com/yacht20005

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

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

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Printing forms, pp. 555-556Printing forms, pp. 555-556

There are three types of documents that There are three types of documents that can be accessed from the Reports menu:can be accessed from the Reports menu:

a. Reportsa. Reports

b. Financial Statementsb. Financial Statements

c. Formsc. Forms

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What is a form? pp. 556-557What is a form? pp. 556-557

A form in Peachtree is a document that A form in Peachtree is a document that you exchange with customers, vendors, or you exchange with customers, vendors, or employees. The forms that come with employees. The forms that come with Peachtree include checks, tax forms, Peachtree include checks, tax forms, invoices, statements, mailing labels, invoices, statements, mailing labels, quotes, and collection letters.quotes, and collection letters.

Read pages 556 and 557.Read pages 556 and 557.

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Peachtree TipsPeachtree Tips

You use the sample company, You use the sample company, Bellwether Garden Supply, to Bellwether Garden Supply, to complete Chapter 15. You can restore complete Chapter 15. You can restore any backup from Chapters 1 – 7.any backup from Chapters 1 – 7.If you do not have a backup of If you do not have a backup of Bellwether data, see Appendix A, Bellwether data, see Appendix A, Installing Starting Data for the Sample Installing Starting Data for the Sample Companies, pp. 665-666 for detailed Companies, pp. 665-666 for detailed steps.steps.

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Chapter 15 topicsChapter 15 topics

1.1. Software objectives and web objectives, p. 555Software objectives and web objectives, p. 555

2.2. Printing forms, pp. 555-556Printing forms, pp. 555-556

3.3. What is a form?, pp. 556-557What is a form?, pp. 556-557

4.4. Getting started, p. 557Getting started, p. 557

a. Selecting a report, pp. 558-559a. Selecting a report, pp. 558-559

b. The filter options, pp. 560-561b. The filter options, pp. 560-561

c. The format options, pp. 561-562c. The format options, pp. 561-562

d. The align options, p. 563d. The align options, p. 563

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Chapter 15 topics (concluded)Chapter 15 topics (concluded)5.5. Designing forms, pp. 564-569Designing forms, pp. 564-5696.6. Editing a form design, pp. 569-571Editing a form design, pp. 569-5717.7. Financial Statement Wizard, pp. 571-575Financial Statement Wizard, pp. 571-5758.8. Internet activity, p. 575Internet activity, p. 5759.9. Summary and review, p. 576Summary and review, p. 576

a. Going to the net, p. 576 a. Going to the net, p. 576 b.b. Multiple-choice questions, pp. 577- Multiple-choice questions, pp. 577-579579c. Exercise 15-1, p. 579c. Exercise 15-1, p. 579d. Exercise 15-2, p. 579d. Exercise 15-2, p. 579e. Chapter 15 index, p. 580e. Chapter 15 index, p. 580

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Getting started, pp. 557-558Getting started, pp. 557-558

Read the information at the bottom of page 557. Read the information at the bottom of page 557. Complete steps 1-3 on p. 558.Complete steps 1-3 on p. 558.

Complete steps 4 – 6 on p. 558.Complete steps 4 – 6 on p. 558.

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Invoice Plain Service #2, p. 559Invoice Plain Service #2, p. 559 Type Type 10309 10309 in the From column. Type in the From column. Type 1031110311 in the To in the To column.column.

Read the information on pp. 559. Then, click on <OK>.Read the information on pp. 559. Then, click on <OK>.

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The filter options, pp. 560-561The filter options, pp. 560-561

Read the information on page 560.Read the information on page 560.Complete steps 1-3 on pages 560-561.Complete steps 1-3 on pages 560-561.

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The format options, p. 561The format options, p. 561Complete steps 1, 2 and 3 on page 561. Complete steps 1, 2 and 3 on page 561.

Read the information at the top of p. 562.Read the information at the top of p. 562.

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Print Setup, p. 562Print Setup, p. 562Click on the arrow next to the Default Printer. The Click on the arrow next to the Default Printer. The Print Setup window appears.Print Setup window appears.

Read p. 562. Select Cancel to return to the Invoice Read p. 562. Select Cancel to return to the Invoice Plain Service #2 ForPlain Service #2 Formmat window. at window.

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The align options, p. 563The align options, p. 563At the Invoice Plain Service #2 window, click on <Align>.At the Invoice Plain Service #2 window, click on <Align>.

Read p. 563, then complete steps 2 and 3.Read p. 563, then complete steps 2 and 3.

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Designing forms, pp. 564-565Designing forms, pp. 564-565Read page 564, then complete steps 1 – 4 on pages 564. This window Read page 564, then complete steps 1 – 4 on pages 564. This window is shown on p. 565. is shown on p. 565.

Click on the Save icon.Click on the Save icon.

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Designing forms, p. 565Designing forms, p. 565In the Form Name field, type In the Form Name field, type PracticePractice

Click <Save>.Click <Save>.

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Data Object Properties, pp. 566-567Data Object Properties, pp. 566-567Complete steps 7-10 on page 566. This window is shown on page 567.Complete steps 7-10 on page 566. This window is shown on page 567.

Complete steps 11 and 12 on page 567. Complete steps 11 and 12 on page 567.

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Edit Print Order window, p. 568Edit Print Order window, p. 568Complete step 13 and 14 on page 568.Complete step 13 and 14 on page 568.

Complete steps 15 - 17 on p. 569.Complete steps 15 - 17 on p. 569.

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Editing a Form Design, pages 569-571Editing a Form Design, pages 569-571

Complete steps 1, 2, and 3 on page 569.Complete steps 1, 2, and 3 on page 569.

Read the information on pages 569, 570, Read the information on pages 569, 570, and 571.and 571.

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Financial Statement Wizard, p. 571-572Financial Statement Wizard, p. 571-572

Complete steps 1, 2, and 3 on pp. 571-572. Compare Complete steps 1, 2, and 3 on pp. 571-572. Compare your window to the one shown below step 3 on page 572.your window to the one shown below step 3 on page 572.

Click on <Next>.Click on <Next>.

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Financial Statement Wizard (continued), p. 572Financial Statement Wizard (continued), p. 572

After completing step 4 on p. 572, this window appears.After completing step 4 on p. 572, this window appears.

Click on <Next>. Click on <Next>.

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Financial Statement Wizard (continued), Financial Statement Wizard (continued), pp. 573pp. 573

After completing steps 5, 6 and 7 on page 573, the Headers After completing steps 5, 6 and 7 on page 573, the Headers and Footers window appears. and Footers window appears.

Complete steps 8 - 13 on pages 573-574.Complete steps 8 - 13 on pages 573-574.

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Financial Statement Wizard (concluded), pp. 574-575Financial Statement Wizard (concluded), pp. 574-575

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Glossary of TermsGlossary of TermsChapter 15Chapter 15

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Portrait orientation, p. 562Portrait orientation, p. 562

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

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Landscape orientation, p. 562Landscape orientation, p. 562

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

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Bitmap, p. 569Bitmap, p. 569

A bitmap refers to the dots (pixels or A bitmap refers to the dots (pixels or picture elements) on the display window.picture elements) on the display window.

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Data objects, p. 570Data objects, p. 570

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

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Text objects, p. 570Text objects, p. 570

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

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Picture objects, p. 571Picture objects, p. 571

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

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Group objects, p. 571Group objects, p. 571

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

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Command objects, p. 571Command objects, p. 571

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

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Line and rectangle objects, p. 571Line and rectangle objects, p. 571

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

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Internet Activity, p. 575Internet Activity, p. 575

11 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2005www.mhhe.com/yacht2005

22 In the Student Center list, link to Internet Activities.In the Student Center list, link to Internet Activities.

33 Link to WEB EXERCISES PART 4.Link to WEB EXERCISES PART 4.

44 Complete the ACADEMIC WEBSITES exercise. Read Complete the ACADEMIC WEBSITES exercise. Read steps 1-6.steps 1-6.

55 Follow the steps shown on the book’s website to Follow the steps shown on the book’s website to complete this Internet activity.complete this Internet activity.

66 Using a word processing program, write a brief Using a word processing program, write a brief summary of what you find. Include all appropriate summary of what you find. Include all appropriate website addresses.website addresses.

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Going to the Net, p. 576Going to the Net, p. 576

Access Success Stories about the Access Success Stories about the Peachtree Accounting Product Line at Peachtree Accounting Product Line at http://smallbusiness.bestsoftware.com/press/case_studies_peachtree.cfmhttp://smallbusiness.bestsoftware.com/press/case_studies_peachtree.cfm

1.1. Select an article about a company using Select an article about a company using Peachtree software.Peachtree software.

2.2. Identify two or three reasons why the use of Identify two or three reasons why the use of Peachtree software is helping this company. Peachtree software is helping this company. Include the website address in your answer.Include the website address in your answer.