Processing Forms

An electronic form allows you to post transactions and maintenance directly to the system. After you have created a form by clicking Actions on the AddVantage menu bar, clicking Forms in the Activities panel of Actions menu and clicking New Form, you can use the form for posting. Use the following instructions for processing a form once it has been created.

1. Click Actions on the AddVantage menu bar.

2. Click Update on the Actions menu.

3. Click Forms on the Update menu to display the actions that have forms.

4. Select the action that you need to perform. The screen displays the forms that are associated with that action. For example, click Cash - Account Transfer to display the Cash-Account Transfer forms.

NOTE:  The screen displays only those forms that have been created in your organization and that your user ID has privileges to access. If your privilege does not match the privilege assigned to the form, the form does not display.  

5. Select a specific form to use. The screen displays the form. The form has the characteristics that your organization has designed. You can change the color, background, fields, and other characteristics of the form on the Forms menu.

6. Enter information directly to the form on the screen. The field names in bold type are required fields. You must enter data in all required fields.

NOTE:  For master maintenance of both new and existing masters, you can leave the block number blank when you do not want to change or modify information within the block.

7. Click one of the buttons located at the bottom of the screen when you have finished entering information on the form.

Preview - This performs an edit check of the data that you entered on the form. This ensures that the fields contain valid, but not necessarily correct, entries. During this process, the system makes sure that all required fields contain data and that other fields contain properly formatted data. If errors are detected, the screen displays a message. Make the appropriate changes and continue to select Preview. When you receive a message saying no errors were detected, click the Update button to process the form.

Update - This performs the system update. The screen displays appropriate messages, depending upon whether the form successfully posted or there were errors. If there were errors, you can correct the problem and process the form again.

If you selected Update to post the form and you want to process another entry using the same form, select Clear. The form remains on your screen with blank fields.

• Clear - This erases the data from all fields so that you can re-use the form.

• Save - This saves a copy of the form for future use. The forms are saved for your user ID and you can access them through My Forms. This is helpful if you have repetitive input to complete. You can use a standard form, complete all static information, and store the form for future use. You can delete a saved form using the Delete My Forms action on the AddVantage Update menu. , click Update on the Actions, click Delete, click My Forms and select a form.

• Cancel - This exits the form without posting it.

• Help - This button displays only if you have uploaded an external help file and linked it to the form. Click Help to display the file on the screen. This is useful if you want to provide specific information to the people who are using the form. To link a help file to a form, first copy the help file to AddVantage using Forms Designer/Upload Form Help File on the Forms menu. Then link the file to your form using the Edit feature in Forms Designer/Maintain Forms on the Forms menu.

NOTE:  Since Forms processing does not autofill the Lot Selection field, FIS recommends that you make the Lot Selection method a user-required field as an error can occur with Preview or Update if you leave that field blank when account master field AI/7 (Lot Selection Method) equals Y.