Workflow Examples > Start Reports in Pocket TOTAL

Start Reports in Pocket TOTAL

There are two ways you can start your report in Pocket TOTAL and send it to WinTOTAL.

Connecting with a Cable

  1. Start and enter data into a Pocket TOTAL file.
  2. Move the file to the Synchronized folder if it is not already in there.
  3. Connect the Pocket PC to the desktop and allow the file to be copied over.
  4. Move the file out of WinTOTALís Synchronized folder into a more appropriate working folder and complete the report.
  5. If you are done on the Pocket PC, move the report out of the Pocket PCís Synchronized folder or delete it.

Sending Pocket TOTAL EDI

  1. Create the new request in Pocket TOTAL as you typically would and work up the report.
  2. Send the file using Pocket TOTALís EDI functions.
  3. You now have two options to get the file back to the desktop:
    • Send the file back to the WinTOTAL e-mail address and retrieve it in WinTOTAL.
    • Using the standard cable/PC Link. Move the Pocket TOTAL report into the Synchronized folder. Then connect. After synchronizing, you should move the file from each systemís Synchronized folder.
Note:†Due to limitations in Windows Mobile 5.0, this option is not available to Pocket PC owners running Windows Mobile 5.0.