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Adding custom fields to a build assembly template

Before you get started with customizing your Build Assembly form, you might want to add your own custom fields to the items you'll be using in the assembly.

How do I add custom fields to my items?

After you've added your custom fields, follow these steps to add the fields to your Build Assembly form.

Use the Additional Customization window to add or remove fields.

To do this task:

  1. (Optional, but recommended) Copy the template.

    1. Open the build assembly form and click the Customize drop-down arrow and then click Manage Templates to open the Manage Templates window.

    2. Select the template you want to copy from the list and click the Copy button.

      The form appears in the Select Template list with the words "Copy of:" in front of the name.

    3. In the Template Name field on the right side of the window, rename the template.

    4. Click OK to save the template with the new name. The Basic Customization window opens.

    5. To open to the Additional Customization window, click Additional Customization.

  2. Open the Additional Customization window.

  3. Click the tabs to see the choices available for the Header (the top of the form), Columns (for the line items on the form), and Footer (the bottom of the form).

    Where are the field choices for my company information?

    The field choices for your company information are contained in the Basic Customization window. Follow the steps to add this information to your printed form.

  4. Select the checkboxes next to the field name to determine whether that field shows when you fill out the form onscreen or when you print it. Some fields are intended for print only. You can select one or both checkboxes.

    • Screen indicates information that will be visible when you fill out the form onscreen.
    • Print indicates information that will be printed.

    If you don't want a field to show on the form, clear the checkbox.

    Note: Some fields are intended for print only. For example, the Project field displays the address of the Customer's Project or Job as entered in the Job Information window. You can change this information by editing the Project or Job, or you can click the Header tab and use Other to create a new field and enter the text you want.

  5. Change the title of any item to suit your business needs. For example, if you are a service company, you can click the Columns tab and change Quantity to Hours.

  6. To add a field to the header, click the Header tab and use Other.

    If you want to add fields that you can also use in reports, create a custom item field first. You can then select it for your printed and onscreen form templates.

  7. To add field columns for your line items, click the Column tab and use Other 1 and Other 2.

    If you want to add fields that calculate, create an item to perform the calculation first. You can then select it for your printed and onscreen form templates.

  8. To add a block of text to your form, click the Footer tab and use Long text. Examples include warranty information, contractual details, customer messages, or legal disclaimers. Long text is not available for onscreen forms.

    By default, long text is added in the bottom left corner of the form. After adding the text, you can move it to a different position on the form, change the size of the text block or the font style or color, and add a background color or border by using the Layout Designer.

  9. To change the order columns appear on the form, click the Columns or Prog Cols tab and renumber the Order.

  10. Click the Print tab to set your print options. You can use the settings from the Printer Setup under the QuickBooks File menu, or you can specify printer settings for this individual form.

  11. To print trailing zeros for amount fields, click the Print Trailing Zeroes checkbox, and enter the number of decimal places to use.

  12. Click the Print Preview button to view a larger preview of how your form will look when printed and then click Close.

  13. Click OK to save your changes.

To revert to the original settings of the form, click the Default button. Any changes to the Basic Customization and Additional Customization windows will be undone.

See also

KB ID# H_BUILDASSEMBLIESCUSTFIELDS
12/2/2016 2:17:14 PM
PPRDQSSWS403 9138 Pro 2017 97d8ec