Exporting/Importing Custom Forms in ERP

EXPORTING:

From the Miscellaneous tab, in the Master module, click on Custom Forms.

Highlight the existing form you want to export and click Edit.

Once you click the Edit button the DevExpress report builder opens.  From inside the report builder, click on File in the upper left hand corner and then Save As.

Open

Open

The Save As window will come up and you will want to navigate to where you want to save the file (Example:  R:\CUSTOM FORMS\ERP\ABC LAYER CO), name the custom form, and save it into the folder associated with customer that we have created this form for.

IMPORTING:

From the Miscellaneous tab, in the Master module, click on Custom Forms.

Highlight an existing form and click Edit.  Once the DevExpress report builder opens, click on Open under File in the upper left corner.

You must now navigate to where the file is located (Example: R:\CUSTOM FORMS\ERP\ABC LAYER CO) and choose the saved .REPX file you want to import.  Click Open.

The new format will overwrite the existing.  Click the Save icon and import is now complete.