[Question] Customised Forms for different entities in Pastel Partner

[J7J]

Hi,

Could someone please help me with the following:

I have a number of "sets of books" on Pastel Partner and would like to make use of the customised form feature on some of them.

My main entity (my own company) invoices clients and there I have customised a form to display my logo etc. I struggled to get the system to use this customised form (.enz) instead of the standard one (.eng). I pasted the .enz file in the "New forms" folder, but the system was still using the standard form. When I pasted the .enz file in the main folder for forms "Pastel11\Custom\Forms" it used my logo on the invoices and I was happy...

I have since generated invoices in another entity, but now it also uses the custom form, which displays my company details. I had to delete the .enz file from the main folder "Pastel11\Custom\Forms" and then the system used the standard form.

I don't want to be cutting and pasting these files everytime I need a custom / standard form to be used...

Can anyone help me on how to have custom forms per entity activated?

Thanks!
J7J

[Martinco]

Ok, for each company that you want to customize you must make the form and save that form in the specific company folder. Pastel will always look in the company folder first and if it does not find a .enz file it will look in the Pastel folder for a .enz but that means that all the companies will use the same customized form. If Pastel does not find any .enz files it will use the .eng file, which is the standard form.

[J7J]

Ok, for each company that you want to customize you must make the form and save that form in the specific company folder. Pastel will always look in the company folder first and if it does not find a .enz file it will look in the Pastel folder for a .enz but that means that all the companies will use the same customized form. If Pastel does not find any .enz files it will use the .eng file, which is the standard form.

Thank you very much. Can you maybe tell me where to save it in the specific company folder? I have the main company folder ie. "Pastel11\ABCD2011" with a whole lot of files in it and then I have a subfolder under that: "Pastel11\ABCD2011\Documents" which contains: "Pastel11\ABCD2011\Documents\Letters", "Pastel11\ABCD2011\Documents\Labels" and "Pastel11\ABCD2011\Documents\PDF"...

[Martinco]

You save this file under C:\Pastel09\company folder. ( Just that........do not go any further.)

[Neville Bailey]

Thanks, Martin, for answering J7J's questions so well!

J7J, feel free to call on me if you need any assistance in modifying your custom forms more.

[Martinco]

Pleasure, Caught you napping !

Remember the Error 76 ?

Has now moved to a different workstation running Win 7.
I am beginning to suspect my server installation.

[J7J]

Thank you very much for your assistance. Really appreciate it!

[ultim8]

Unable to select custom forms as new default layout

You save this file under C:\Pastel09\company folder. ( Just that........do not go any further.)

Quick Question...
I have followed your instructions, however it seems to keep picking up the defaults.
Is it maybe because I have called the invoice "invoice.enz" and my quotes "quote.enz" and my purchase orders "purchase-order.enz"
Is there no way of locking in these custom forms to specifics - other than clicking the Custom Document layout file and pointing it to the respective designed form?

[Martinco]

Yep, that is the mistake.................your file name should be csdocsp.enz and that file should be in the company folder.

[Martinco]

Sorry I did not read the rest about the quote and purchase order, but the file names for these must remain the same as the originals and the customised form shoud have the .enz extention and lastly, the file must be copied into the company folder because that is the first place that Pastel will look for to find a .enz file

Hope this helps !

[ultim8]

Sorry I did not read the rest about the quote and purchase order, but the file names for these must remain the same as the originals and the customised form shoud have the .enz extention and lastly, the file must be copied into the company folder because that is the first place that Pastel will look for to find a .enz file

Hope this helps !

Thank you very much Martin. you have been a great help!

[Alicia A380]

Sorry I did not read the rest about the quote and purchase order, but the file names for these must remain the same as the originals and the customised form shoud have the .enz extention and lastly, the file must be copied into the company folder because that is the first place that Pastel will look for to find a .enz file

Hope this helps !

hi All,

thanks for your help. i have been working with pastel for years now however this is the first time forms designer is giving me the run around.

i have customized my .enz forms and named them correctly exactly as per pastels instruction, and some forms like the quotes and sales orders are pulled correctly out of the correct folder EXCEPT for the tax invoices that get emailed out at the same time that we print them. we have dot matrix printers that pull the correct CINVCCR.ENZ file but the emailed document that it sends to customers at the same time is being pulled from the custom forms folder. i don't understand why as i have cinvcpdfsp.enz labelled correctly. it should be pulling my desined form and not reverting to the custom folder.

help!!

[Neville Bailey]

hi All,

thanks for your help. i have been working with pastel for years now however this is the first time forms designer is giving me the run around.

i have customized my .enz forms and named them correctly exactly as per pastels instruction, and some forms like the quotes and sales orders are pulled correctly out of the correct folder EXCEPT for the tax invoices that get emailed out at the same time that we print them. we have dot matrix printers that pull the correct CINVCCR.ENZ file but the emailed document that it sends to customers at the same time is being pulled from the custom forms folder. i don't understand why as i have cinvcpdfsp.enz labelled correctly. it should be pulling my desined form and not reverting to the custom folder.

help!!

Hi Alicia,

The problem is that you are mixing a Paper Style for a dot matrix printer with a Paper Style for an A4 emailed PDF layout. When you are emailing, the system is looking for a form file named cinvcpdfcr.enz which it cannot find, so it reverts to the custom folder.

If you were using single-sheet plain paper to print, as well as emailing, then you could happily use cinvcsp.enz (for printing) and cinvcpdfsp.enz for emailing, as they are both using the same Paper Style, as defined under File...Printer/Fonts.

I suggest that you create a new user profile in Pastel for emailing purposes, with the Paper Style set to plain single-sheet paper, and then the system will use cinvcpdfsp.enz.

[Mictch]

Good day. I am new to the forum.
I am very frustrated and busy going insane.
Every other form prints except my Purchase order.
Printer setup is correct. Default printer is set up. A4 is setup. still gives me error.