Setting Up Note Transfer

Notes can transferred from one application to another either manually or automatically. You define rules that determine how notes are transferred, including the "from" and "to" files, the sequence number range and increment, and whether the transfer is manual or automatic.

If you always want to include inventory notes when an item is sold, for example, setting up automatic transfer would make sense. On the other hand, if including notes depends on the customer that's buyng the product, manual transfer may be more appropriate. When manual transfer has been set up for an application, the notes window includes a Transfer button; the Transfer button isn't used with automatic transfer.

PowerShift's help system describes how to set up the system to transfer notes automatically and manually. Enter ?XCMT at any PowerShift menu for further information.