Forms Numbers

When any printing is done in the system, the software looks at this table to determine which type of form is needed for the particular print job. If the form type needed is the same as the form type used for the immediately prior job on the same printer, printing proceeds. If the needed form type is different, a message is sent to the operator indicating that new forms need to be loaded on the printer. This table allows the operator to replace the name of the form type the system uses by default with a user-defined name.

Since the user can replace the system defaults with their own form name, the number of messages received regarding the form type can be minimized. For example, if generic invoice forms are being used, all of the invoice form types could be made the same (e.g. GNRC)—every time an invoice is printed to a printer loaded with invoice forms, printing proceeds without intervention from the operator.

The term "Generic Invoices" refers to the standard invoice layout that can be used for all invoicing modules within IntelliDealer.

Tip: The default form type for reports, found in the IBM environment values, is *STD. VitalEdge recommends that *STD also be used in this table for report-type printing. If *STD is defined in both places, printing proceeds regardless of the type of report (IBM or CDK) sent to the printer, so long as the previous print job on that printer was also a report. The use of *STD in both places reduces the number of messages the operator needs to answer when printing.

To open the Forms Numbers screen, navigate to Configuration > Miscellaneous > Printing > Forms Numbers.

The fields on the Forms Numbers screen are:

Field	Description
Area	The area of the system where the forms or reports are generated.
Description	A list of the various form types that are generated by the software. Form Types: Statement, Canadian Checks, Canadian EFT Statement, Invoice, U.S. Checks, U.S. EFT Statement, Generic Invoice (Work Orders, Rental, Equipment, and General Billing), Billing Run Invoice (Work Orders, Rental, and Equipment), PICPAK and Invoice, Generic Invoice, Delivery Receipt, General Invoice, Labels.
Forms Number	The system assigned default form numbers associated with the various reports. These numbers cannot be changed by the user.
Override Number	The corresponding form numbers you would like to use in place of the default.

Use these buttons to complete your work on the Forms Numbers screen:

Button	Description
Save	Saves the changes to this screen.
Save & Close	Saves the changes made on this screen and closes the screen.
Close	Closes the screen without saving any of the changes made.

Data Source: PFWTAB

Revision date: 2026.01