How To Share One Custom Form Layout Between Multiple Sage 100 Company Codes

If you have multiple companies that will each use the same customized form layout you can create one modified copy of that form and share it between all the companies.

In this example lets share a Sage 100 AP check layout.

Create the form in MAS_SYSTEM\Reports\AP_CheckPrinting

Each company code has to use the same custom configuration and TYPE of check (typically Plain). This is set the first time you go to print the form from within the company code.

If a mistake is made you may need to access the specific record for the company/form in:

SY_ReportManagerFormat – FormatDesc$
SY_ReportSetting – TemplateDescription$

NOTE: You must have field #15 in SY_ReportSetting equal to the proper template

1 – AP_Check1 = PREPRINTED
2 – AP_Check2 = Plain
3 – AP_Check3 = Marbled
4 – AP_Check4 = Dot Matrix

I’ve seen a situation where a user chose plain for one company code when the CUSTOM check had been created with MARBLED. By going into SY_ReportSetting and changing the template from Plain to Marbled it picked the proper form.

Note that under the above process NONE of the companies will have a \MAS_XXX\REPORTS ( unless it is needed for a different custom form ) — they will ALL get their form layouts centrally from the ..\MAS_SYSTEM\Reports\AP_CheckPrinting