Save a Customized Form

When designing a new form or modifying an existing one, you need to save the form to record your changes. If you change one of the standard forms (those that came with Sage 50), you must rename the form before saving your changes. You cannot save changes to the standard forms using the original form name. This allows you to keep the standard form in case you make a design error and need to start over.

1. Display a form in the Forms Design window. Get detailed instructions for designing a form.
2. Make your design changes, if necessary.
3. Click Save. Sage 50 displays the Save As window.

4. Enter a new name for your customized form. You can enter up to 30 alphanumeric characters. You can select an existing name provided you had renamed this form previously.

   You cannot rename a customized form with the same name as one of Sage 50's predefined standard forms. You can overwrite names of existing customized forms.

5. If you like, you can further identify the form by entering a brief description. The description will appear in the Select A Report or Form window when the form is selected. You can enter up to 166 alphanumeric characters.

   Note: The Filename that appears at the bottom of the window represents the current filename of the selected form in the list. These form files are located in the \Program Files\Sage\Peachtree directory. If you are renaming a form, Sage 50 will create a new filename. Knowing the filenames of customized forms is helpful when backing up your data.

6. Click Save to save your form and return to the Forms Design window.

   The custom form will appear in the report list similar to the following:

   

Published: March 11, 2019
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