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DBA Help

In this task you will review the quote form layout and customize it if desired.

Edit forms in the Sample Company

Several form layouts (including acknowledgments, invoices, and purchase orders) will yield an error upon launching unless data exist, which is not the case at this time in the Main Company.  Therefore, edit form layouts in the Sample Company, which includes sample data that enables form layouts to be edited.  The Main Company and the Sample Company share the same form layouts.  

Always save customized layouts to a unique file name

To prevent a custom layout from being overwritten on the next product update, always save each customized layout to a unique file name.

Links:

Screen_Help   Screen Help - Forms Edit

Video_Link Video - Forms Customization