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FormCalc Tutorial: Steps 9 - 15
| 9. |
In QuickBooks, open the target form if it is not
already open.
For this tutorial, we suggest you open the Invoice form,
though FormCalc will work with any QuickBooks form in which Items
are used.
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| 10. |
Fill in the invoice with some data, including several Item
lines that have entries in the Quantity column. Be sure to
select the "Total" trigger Item as the last Item on the
form.
When you're done, your QuickBooks form might look something
like this:
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| 11. |
Save the changes you've made on the QuickBooks form.
On most forms, an easy way to do this is to click on the Next
button to save the data, then click the Previous button to return
to it.
This step is important if you're testing a new or changed
FormCalc Layout! If you don't save the form's changes and
there's a problem with your Layout--an incorrect column number,
for example--you risk having FormCalc overwrite some of the data
you've entered.
| Tip: If you have saved your form's data as described
above, recovering it after a form processing problem is easy:
use QuickBooks' Edit | Revert menu command to the form's data
to its prior state. |
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| 12. |
Click anywhere in the form's detail area.
This step is important, because FormCalc must be
invoked while the cursor (caret) is located in the QuickBooks
form's detail area. If you fail to do this, FormCalc will display
an error message.
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| 13. |
Invoke FormCalc to process the form using the desired
Layout.
Press the FormCalc hotkey, which is the F10 key unless
you've changed it in FormCalc Preferences. This will cause the
FormCalc Layout selection window to be displayed:
Select the desired Layout from this window. You can either
click on the Layout name with the mouse, or press the appropriate
number key, 0...9.
For this tutorial, select Layout 0.
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| 14. |
Let FormCalc work!
Don't type on the keyboard or use the mouse while FormCalc is
processing the QuickBooks form.
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| 15. |
Review FormCalc's changes to the form, then save them.
If your Layout's column numbers were correct, etc., FormCalc
should have put the results of its calculations in the
appropriate location(s). If the results meet your approval, save
them by clicking the form's Next button.
Hopefully, your form looks something like the following. We've
added a red arrow to show where FormCalc added the Quantity
column total.
If the results appear incorrect however, revert the form's
data to its saved version as described earlier. Then examine your
Layout and its Action(s) to figure out what may be wrong.
If FormCalc displayed an error message before it finished
processing the form, and the message alone doesn't help you
figure out what went wrong, review the topics on the
Troubleshooting sub tab of FormCalc's main Help tab window.
And if that doesn't help, contact technical support by posting
a message in the FormCalc
Discussion and Support Forum.
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Thanks for completing the FormCalc Tutorial !
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