How to create a custom Requisition Entry form

You want to create a custom Requisition Entry form for end users that limits visible fields.

• Requisition Entry

• Form Definitions (XX)

• Switch Form

Instructional

1. Navigate to Form Definitions (XX) (Enterprise ERP>Financials>Accounts Payable>Setup>Form Definitions.

2. Search for the program you wish to create a custom form for (rqentpst for Requisition Entry).

3. Using the pages at the bottom of the screen, select the form you would like to make a copy of. (You cannot edit the default Requisition Entry form.)

4. Once on the selected form, click Copy in the menu ribbon.

5. Enter a Short Name and Description for the new custom form. The short description will be what users see when picking forms in the Requisition Entry module.

6. The Field Name/Text column text is determined according to the master form. You can only update this value for fields with a Type value of Text. Sometimes field names are left blank intentionally; in these cases, you can name the fields on your copy of the form when you click Update.

7. The Sz column will be where you can hide/show the fields listed.

   1. For the field to visible, click Update and type a 1 in the field.

   2. For the field to visible, click Update and type a 0 in the field.

8. The Ln and Col field identify where the field prints on the form. 

   1. If you leave these boxes blank, the field is not displayed on the form.

   2. There are four repeats of the line and column fields on the form definition. You can repeat the same fields up to four times on a page. For example, if you wish to print four bills on a page, fill in all of the repeats of the line and column fields. If the customer name should display in two places on the form, define it in two line and column positions.

9. When you are satisfied with the form setup, click Accept.

10. Now, open the Requisition Entry module.

11. Click the Switch Form option in the menu ribbon. You should now see your new custom form in the list.