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Setting up default Forms for HorizonWeb in Horizon
Log onto Horizon and then select Utilities from the side bar and then select Report Designer from the options.
Add a new folder and label it Web under the Forms directory if one doesnt already exist.
Next go into the forms, and select the Sales Order form you wish to use online.
And then save with the name Web – Sales Order into the Web folder using Save As
Do the same for return, invoice and credit using the following names:
- Web - Sales Return
- Web - Sales Invoice
- Web - Sales Credit Note
- Statement
These reports will then be used on the web when a user requests to print off their Sales Order etc.
Forms on the web are searched for in the following order:
- Customer specific form
- Invoice Method (if an invoice)
- Appropriate Web Form, e.g. Web – Sales Order.
- First form in the appropriate folder, e.g. Sales Invoice.
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