Workflow Examples > Start Reports in WinTOTAL
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Start Reports in WinTOTAL |
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If you start your report in WinTOTAL you can send it to Pocket TOTAL in one
of two different ways.
Connecting with a Cable
- Create the new request in WinTOTAL as you typically would.
- Move it to WinTOTAL’s Synchronized folder.
- Connect the Pocket PC and allow the report to copy to the Pocket PC’s
Synchronized folder.
- Go into the field and work up the report.
- Back at the office, connect the Pocket PC to your desktop machine, and
allow the report to synchronize back to the desktop.
- Move the report out of WinTOTAL’s Synchronized folder to
a more appropriate working folder.
- If you are done on the Pocket PC, move the report out of the Pocket PC’s
Synchronized folder or delete it.
Sending Pocket TOTAL EDI
- Create the new request in WinTOTAL as you typically would.
- Use WinTOTAL’s Deliver Report functions to send it to the
Pocket PC’s mailbox.
- Retrieve the report on the Pocket PC, and work it up in Pocket TOTAL.
- 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 as well as the WinTOTAL file into its
Synchronized folder so they will synchronize when you
connect via a cable back at the office. After synchronizing, you should move
the file from each system’s Synchronized folder.