Only available on Legacy 5.9
Installing Customer non-tax report
Objective: adding custom report to software for verification of customers marked non-taxable.
Files Required: CustNonTax.rpt
User Requirements:
- Must be able to copy rpt file to appropriate directory (folder)
- Must be able to edit text in reports.inf file to create title access in reports menu
NOTE: Please DO NOT call M1 tech support for assistance on this specific report at this time. It is not currently part of the Manager shop mgmt software release.
- Right-click on the CustNonTax.rpt attachment and select Save As; save it on your desktop or other obvious place so that you may find at appropriate time.
NOTE: It is sound practice to keep a copy of this file “in a safe place” in case it needs to be re-installed at a later date. - Close shop mgmt software and do a BACKUP in the process.
- Right-click on the CustNonTax.rpt file and select Copy.[Edit, Copy or Ctrl +C]
- Go to My Computer and navigate as shown below:
- Click in the white space where Program files are listed and then select Edit menu, Paste [or Ctrl + V] to place the CustNonTax.rpt file into the file list as seen above.
The file is now placed where it belongs; the next step is to edit the reports.inf file to add a new entry so that it may be selected by users from the Reports – Client tab. - Go to My Computer and navigate to the location shown below:
- Double-click on the Reports.inf file and it should open in Notepad for editing. You’ll first see ACCOUNTING (tab); scroll until you see CLIENT (tab)
The exact text that needs to be added to the reports.inf file is shown below;
CustNonTax.rpt=*Customers Set As Non-Taxable^F^^F^F^T^0 - Copy the (bold) text above.
- Paste the text into the position seen below:
- Click on File, Save to record this addition and then close the Reports.inf file.
Now re-start the shop mgmt software and go to the Reports – Client tab to try out your new customer report option.
| Attachment(s) | |
| Non-Taxable Customers Report | |