Instructions for Building a Simple Inventory System in Formever
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Transcript of Instructions for Building a Simple Inventory System in Formever
![Page 1: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/1.jpg)
Build A Simple Inventory SystemIn this sequence of slides we’re going to take you through building a
rudimentary inventory systemWe will skip over many formatting niceties, such as titles, additional fields and
the likeThis system has four basic components:
– A form to create an Inventory Item with a code– A form to add to the count of Inventory Items– A form to subtract from the count of Inventory Items– A report to give us the current count in Inventory
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Build A Simple Inventory SystemThis presentation will assume you’ve already gone through the basics of setup
in Admin Mode, that you have:– Created at least one year of fiscal calendar– Designated your home currency– Switched from admin mode to the first period
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Starting Off in YSP15• Double Click on the
“Master Form” Icon to open the form designer
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Creating the First Form• Unlock the Master
Form Designer by clicking on the “Locked” button (it will switch to “Unlocked”)
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Creating the First Form• Open a blank master
form by clicking on the “Get Blank Master Form” button
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Creating the First Form• Give the form a
name by typing it into the line marked “Form Name”
• Click on the blue text “Not Set Yet” and it will change to “Entity”
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Creating the First Form• Click on the
blue text, “Click here to continue set up of master form”
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Formatting the Inventory Item Form• Right Click on
the “Description” widget and drag-and-drop it onto the form, below the code field, to create a description field
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Formatting the Inventory Item Form• Click on the
description field to edit it
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Parts of the Description Field• The description
field has three components:– The “label”
part– The “data”
part– The grey box
which defines the visible area (things inside the box show up on the form, things outside it don’t)
Grey “Visible Area” Box
Name Part Data Part
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Formatting the Description Field• Click on the
name part of the field to edit it
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Formatting the Description Field• Click on the
existing name and type over it to customize the name. Let’s Call it “Inventory Item Name”
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Formatting the Description Field• Click
anywhere in the white space to close the name part editor and go back to the description editor
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Formatting the Description Field• The name part
and data part are now outlined in red because they are overlapping
• Fix this by right clicking on the data part and dragging it to the right until they don’t overlap anymore
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Formatting the Description Field• The name field is
still outlined in red because it overlaps the grey “visible area” rectangle
• Right click on the thick blue arrow and drag it to re-size the “visible area” rectangle so there’s no overlap
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Filing the Inventory Item Form• Again, click on
the white space to return to the form designer
• We won’t bother with further design, simply click on the “File” button to finalize creation of the form
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Filing the Inventory Item Form• You will see a
confirmation notice
• Press the “Alt” button and the number 1 at the same time to confirm creation of the form
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Selection List on the Desktop• Now that you’ve
created the form, you will see on your desktop a selection list for this form. Right now it’s empty because we haven’t filled in any forms
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Creating the Next Form• Click on “Get
Blank Master Form” again
• Give it the name “Inventory Addition”
• Click on the type until it says “Transaction”
• Give it the two letter initials code “IA”
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Adding Detail Lines• Right click on
the “Detail Lines” widget and drag-and-drop it onto the form, below the “Transaction Date” field
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Formatting the Detail Lines• Click on the
detail lines field to begin formatting it
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Formatting the Detail Lines• Give the detail
lines a custom name by over-typing on the label, change it to “Inventory Addition Details”
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Formatting the Detail Lines• Click on the
detail field to open the detail editor to customize the individual lines
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Formatting the Detail Lines• Right click on
the blue arrow and drag it to resize the detail line box
• Right click on the “Form Reference” widget, drag-and-drop it onto the detail line to create a reference field
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Formatting the Form Reference• Click on the
reference field to edit and customize
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Formatting the Form Reference• Click on the
name field to customize
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Formatting the Form Reference• Click on the
name and type over it, let’s call it “Item Being Added”
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Formatting the Form Reference• Right click on
the name field and drag it outside the grey box so it doesn’t show up on the detail line
• Then click on the reference part (the hash marks)
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Formatting the Form Reference• Click on the
blue text to select which form we’re going to reference
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Formatting the Form Reference• Since there’s
only one form we can reference, there’s only one item in the list
• Click on the blue text to select “Inventory Item”
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Formatting the Form Reference• Now that we’ve
selected a form, we have to select a field from that form as an identifier
• Click on the part with green question marks to select the identifier
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Formatting the Form Reference• Now that we’ve
selected a form, we have to select a field from that form as an identifier
• Click on the part with green question marks to select the identifier field
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Formatting the Form Reference• Since there’s
only one valid field on the form, there is only one item in the list
• Click on the blue text to select “Inventory Item Name”
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Formatting the Form Reference• Now the
refrence shows green x’s instead of question marks
• Make sure no fields are overlapping each other or the grey visible area box
• Click on the white space to return to the detail line editor
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Adding a Quantity• Right click on
the Quantity widget and drag-and-drop it onto the detail line to create a Quantity field
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Formatting a Quantity• Right click on
the name part and drag it outside the visible area (grey box)
• Edit it to re-name it “Quantity Added”
• Then click on the $ sign to edit the units
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Formatting a Quantity• Click on the
blue text, “Change to Unit” to switch from currency type to a unit type
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Formatting a Quantity• Click on the
blue text, “Change unit” to switch from the default of hours to another kind of unit
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Formatting a Quantity• Click on the
blue text, “Dimensionless”
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Formatting a Quantity• Click on the
blue text, “Dimensionless Standard”
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Formatting a Quantity• Click on the
blue text, “unit” (we’re going to work with single units for all of these items)
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Formatting a Quantity• Click on the
white space to return to the quantity editor
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Formatting a Quantity• Click on the
number signs to edit the number part
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Formatting a Quantity• Click on the
upper, green portion to increase the number
• Click on the lower, red portion to decrease the number
• Click on the blue text until you reach “No sign”
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Formatting a Quantity• Set the digits to
the left of the decimal point to “6”
• Set the digits to the right of the decimal point to “0”
• Set the sign type to “no sign”
• Click on the white space to return to the quantity editor
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Formatting a Quantity• Right click on
the blue arrow to re-size the grey visible area box so that the number part is inside and the other parts are outside
• Click on the white space to return to the detail line editor
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Formatting a Quantity• Right click on
the blue arrow to re-size the grey visible area box
• Click on the white space to return to the quantity editor
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Formatting a Quantity• Click on the
“Column Header” field to format the Header Line
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Formatting a Quantity• Set the column
headers “Inventory Item” and “Quantity” above the matching fields in the detail line
• Click on the white space to return to the form editor
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Filing the Additions Form• Click on the
“File” button to create the form
• Press “Alt” and 1 together when prompted to confirm creation of the form
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Cleaning up the Desktop a Little• There is now a
new selection list for the “Inventory Addition” form on your desktop
• Double Click on the headers of the two selection lists to turn them into icons (to de-clutter the space a little)
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Creating the Inventory Pull Form• Click on the
“Get Blank Master Form” to create the third form
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Creating the Inventory Pull Form• Name the form,
“Inventory Pull”• Click on the
blue text to select form type “Transaction”
• Enter a two letter form code of “IP”
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Creating the Inventory Pull Form• Right click on
the “Detail Lines” widget and drag-and-drop it on the form to create a detail lines field
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Formatting the Detail Lines• Customize the
name by over-typing “Inventory Pull Details”
• Click on the detail line editor to customize the detail lines
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Formatting the Detail Lines• Right click on
the form reference widget and drag-and-drop it onto the detail line to create a form reference field
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Formatting the Form Reference• Click on the blue
text, “Select a form”
• This time there are two items in the list – select the blue text “Inventory Item”
• Click on the white space to return to the form reference editor
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Formatting the Form Reference• Set the form
reference identifier to Inventory Item Name
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Formatting the Form Reference• Right click on
the blue arrow and drag to re-size the grey visible area box so that the form code and identifier are included but the name is outside the visible area
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Adding a Quantity Field• Right click on
the Quantity widget and drag-and-drop it onto the detail line box to create a quantity field
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Formatting the Quantity Field• Set the name
part to “Quantity Pulled”
• As before, set the units to “unit” (dimensionless) and the number of digits to 6, with no sign
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Resizing the Detail Line• Right click on
the blue arrow to resize the detail line box so it fits neatly around the two fields
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Adjusting the Column Headers• Click on the
Column Header Line to format the Headers
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Adjusting the Column Headers• Type in the
headers “Inventory Item Pulled” and “Quantity”
• Line them up over the appropriate fields
• Click in the white space to return to the form editor
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Filing the Inventory Pull Form• Click on the file
button to create the form
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Minimizing the Selection List to an Icon• Double click on
the header of the “Inventory Pull” selection list to minimize it to an icon
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Editing Definitions on the Master Form• From the
“Master Forms” list, click on the label “Inventory Item” to call up the Inventory Item Master Form
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Editing Definitions on the Master Form• Click on the
“Edit” button
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Editing Definitions on the Master Form• Click on the
“Turn Form Over” button
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Editing Definitions on the Master Form• Click on the
blue “twiddle” beside Form Definitions
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Editing Definitions on the Master Form• Click on the
blue text “click here to add a form definition”
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Editing Definitions on the Master Form• Click on the
blue “twiddle” beside the blue text “Definition”
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Editing Definitions on the Master Form• Click on the
blue text “Not Defined Yet”
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Editing Definitions on the Master Form• From the list,
select the option “Operate Over a Form Stack”
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Editing Definitions on the Master Form• Click on the
blue text “Select a Form Stack”
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Editing Definitions on the Master Form• From the list
that appears, select the form, “Inventory Addition Details”
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Editing Definitions on the Master Form• Click on the
blue text “Select Field”
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Editing Definitions on the Master Form• Select from the
list, “Quantity Added”
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Editing Definitions on the Master Form• Using the green
half to go up, and the red half to go down, adjust the number of digits to “6” and “0”
• Click on blue text to cycle through sign type choices, to “no sign”
![Page 80: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/80.jpg)
Editing Definitions on the Master Form• Click on the text
beside “Definition” and over-type to customize the name of the definition. Set it to “Inventory Added Total”
![Page 81: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/81.jpg)
Editing Definitions on the Master Form• Click on the
blue “twiddle” beside the definition to close it back up
![Page 82: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/82.jpg)
Editing Definitions on the Master Form• Click on the
blue “arrow down / + sign” symbol to add a new definition
![Page 83: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/83.jpg)
Editing Definitions on the Master Form• Click on the
blue “twiddle” beside the new definition to open the selection list
• Select “Operate over a form stack” from the list
![Page 84: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/84.jpg)
Editing Definitions on the Master Form• Select the form
stack “Inventory Pull Details”
• From the list of fields, select “Quantity Pulled”
![Page 85: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/85.jpg)
Editing Definitions on the Master Form• Adjust the digits
before and digits after the decimal point to be “6” and “0”
• Adjust the unit position by clicking on the blue text until the selection reads “no sign”
![Page 86: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/86.jpg)
Editing Definitions on the Master Form• Customize the
definition name by over-typing the name field to “Inventory Pulled Total”
![Page 87: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/87.jpg)
Editing Definitions on the Master Form• Add another
definition (as before, click on the “arrow down / + sign” symbol)
• As before click on the blue twiddle to drop down the list of operations
• Select “Add/Subtract”
![Page 88: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/88.jpg)
Editing Definitions on the Master Form• Click on the
blue text “Select Field”
![Page 89: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/89.jpg)
Editing Definitions on the Master Form• From the list,
click on the blue text “Inventory Added Total”
![Page 90: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/90.jpg)
Editing Definitions on the Master Form• Click on the
“down arrow / + sign” symbol to add another term to the addition
![Page 91: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/91.jpg)
Editing Definitions on the Master Form• Click on the
blue text “Select Field”
![Page 92: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/92.jpg)
Editing Definitions on the Master Form• From the list
that appears, select “Inventory Pulled Total”
![Page 93: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/93.jpg)
Editing Definitions on the Master Form• Click on the
blue text “PLUS” so that it changes to “MINUS” – now the second field will be subtracted from the first field
![Page 94: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/94.jpg)
Editing Definitions on the Master Form• Customize the
definition name to “Inventory on Hand”
This means that “Inventory on Hand” is defined as Inventory Added minus Inventory Pulled• Click on the
“Turn Form Over” Button
![Page 95: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/95.jpg)
Filing the Revised Form• Click on the
“File” button, and press “Alt” and “1” to confirm
![Page 96: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/96.jpg)
Creating a Report• Double click on
the “Report Design” icon
![Page 97: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/97.jpg)
Creating a Report• Click on the
“locked” button to change it to “Unlocked”
![Page 98: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/98.jpg)
Creating a Report• Click on the
“Create Report” button
![Page 99: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/99.jpg)
Creating a Report• Give the report
a name by typing over the name field – call it “Inventory Tally Report”
![Page 100: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/100.jpg)
Creating a Report• Click on the
blue text “select form stack”
![Page 101: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/101.jpg)
Creating a Report• From the list
select “Inventory Item”
![Page 102: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/102.jpg)
Creating a Report• On the display
type line, click on the blue “twiddle” beside Detail
![Page 103: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/103.jpg)
Creating a Report• The pink area is
the print block• Click on the
print block
![Page 104: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/104.jpg)
Creating a Report• A question mark
appears• This marks the
spot where the field or text will start
• Click on the blue text “Select a field”
![Page 105: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/105.jpg)
Creating a Report• From the list
select “Inventory Item Name”
![Page 106: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/106.jpg)
Creating a Report• The line of x’s in
the print block indicate how much space is reserved for the Inventory Item Name field
• Click on the print block again to add another field
![Page 107: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/107.jpg)
Creating a Report• Click on “Select
a field”
![Page 108: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/108.jpg)
Creating a Report• From the list
select “Inventory on Hand”
![Page 109: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/109.jpg)
Creating a Report• Click on the
blue text “Unit Behind” and cycle through the options until you reach “no unit”
![Page 110: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/110.jpg)
Creating a Report• Click on the
“File” button to create the report
![Page 111: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/111.jpg)
Creating a Report• Confirm the
filing by pressing “Alt” and “1”
![Page 112: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/112.jpg)
Report Requestor Now Active• You’ll now see a
new widget on your desktop – “Report Requests”
• Double click on it to open it
![Page 113: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/113.jpg)
Change Fiscal Periods• In order to run a
report, we’ll need to enter some data
• For data entry in the transaction forms, switch to a regular fiscal period
• Double click on the “Change Period” widget to open it
![Page 114: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/114.jpg)
Change Fiscal Period• Click on the “+”
symbol beside the Target Accounting Period Display, so that it changes from YSP 15 to Jan15
![Page 115: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/115.jpg)
Change Fiscal Period• Click on the
“Move to Target Period” to actually switch fiscal periods
![Page 116: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/116.jpg)
Data Entry• Notice the
watermark on the background now says “Jan15”, showing we’ve moved to the correct fiscal period
• Double click on the “Inventory Item” icon to open selection list
![Page 117: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/117.jpg)
Data Entry• Click on the
“Get Blank Form” button (you can also press F4 for the same result)
![Page 118: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/118.jpg)
Data Entry• Type in a 4 digit
code. Let’s start with “1000”
![Page 119: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/119.jpg)
Data Entry• Press Tab, or
click on the Inventory Item Name field
• Give the Item a name – let’s use “Widgets, large steel polished”
• Click on the “File” button to create the entry
![Page 120: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/120.jpg)
Data Entry• Double-click on
the “Inventory Addition” icon
• Click on the “Get Blank Form” button
![Page 121: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/121.jpg)
Data Entry• Enter a date.
Since this is a January transaction let’s enter “15/01/21”
• Next, click on the “+” button on the details section to add a new detail line
![Page 122: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/122.jpg)
Data Entry• Enter a valid
code for Inventory Item (in this case there is only one, “1000”)
![Page 123: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/123.jpg)
Data Entry• Tab or click over
to the quantity field – let’s enter “2500”
![Page 124: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/124.jpg)
Data Entry• Click on the
“File” button• We have now
entered 2500 widgets into inventory
![Page 125: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/125.jpg)
Data Entry• The Inventory
Addition now shows up in the selection list(we can format the display of the selection list to give us more information, but that’s a topic for later)
![Page 126: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/126.jpg)
Data Entry• Double click on
the Inventory Pull icon to open up the selection list
• Click on the “Get Blank Form” button (or press F4)
![Page 127: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/127.jpg)
Data Entry• Enter a
Transaction Date – let’s use 15/01/23
• Click on the “+” button to add a new detail line
![Page 128: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/128.jpg)
Data Entry• Enter a valid
Inventory Item code (again, there’s only one right now, 1000)
![Page 129: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/129.jpg)
Data Entry• Tab or click over
to the quantity field and enter an amount – let’s use 1,000
• Click on the “File” button to enter the form
![Page 130: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/130.jpg)
Running a Report• Now we can run
a report• Go to the Report
Requester and click on the box beside our report, “Inventory Tally Report”
• Click on the “Generate Selected Report” button
![Page 131: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/131.jpg)
Running a Report• Here is our
report, and we can see that we have 1,500 widgets on hand (which is the net of 2,500 added minus 1,00 pulled)
![Page 132: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/132.jpg)
Running a Report• As we add more
data, we get more lines in our report, each one using the same formatting
![Page 133: Instructions for Building a Simple Inventory System in Formever](https://reader036.fdocuments.us/reader036/viewer/2022062515/55c5a4dfbb61eb162a8b45aa/html5/thumbnails/133.jpg)
Thank You!