This program will create the Customer Export File. The entry fields are designed to limit the Customer List if desired. This file will download into the appropriate folder on the PDA server and will be uploaded on the next HotSync to the Palm OS device.

The selection criteria are as follows:

COL PDA Code : LOC2 Type : PDE - Location : 1 (COL PAD Code is setup in "PDA Code Entry" 10.6.x.5)

Export Path : C:\PROGRA~1\PALM\LOC2\PALMDATAENTRY\LK$CUSTOMER.CSV

List Name : Enter List Name generated at TCL.

Servicing Loc or Region : Enter Servicing Location or Region.

Customer Sort Code : Enter Customer Sort Code or <ENTER> for ALL. Enter an asterisk <*> in a Sort Code position for pattern  matching (i.e. 12* will select sort code starting with 12).

Salesperson of Record : Enter Salesperson of Record or <ENTER> for ALL.

Ignore Cust's on Hold : Enter <Y> to Ignore Customers on Hold.

You will then be prompted with the following:

Do you want to Consolidate all Quantities on Hand (Y/N)?

Press <C> to Create Customer Export File :

Note: Batch Processing can be used to automate the "Create Customer Export File". This option is only available on Windows versions of PM.