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• For network users; it's not necessary for all other users to log off to execute this Upload process. But; if a customer lock cannot be established for what ever reason, that work order will not get updated into ProServe II, it's left on the PDA and is processed again during the next upload.

• You should upload all PDA devices before Closing Period. This upload procedure will validate all data just as if it was being posted using the ProServe posting processes. The route code, tech code, post date etc… are all validated by this process. If you have closed out last month and the PDA device was not synchronized before the close. It may have post dates that will not pass validation. Remember you can wait for weeks before closing out periods.

• When prompted to synchronize with your PDA device, wait until the synchronization process has completed before selecting the Okay button.

• It's important to synchronize with your PDA device when prompted to by this process. Although it's only a reminder and is suggesting that you synchronize. Only you know if you need to or not. When in doubt, Synchronize. (it's not going to hurt anything)

• If the system indicates Exceptions Encountered, Be sure to check the Exceptions TAB after that upload process.

• Select the PDA Device Username to be uploaded by clicking that Username.

• Check ON Allow Service Amount changes to post into ProServe Leave OFF if not.

• Select the UpLoad button..

• You will be prompted to Sync from your PDA If you haven't already.

• If any completed work orders are found, they will be uploaded into a temporary work file.

• A preview screen will be displayed with all the uploaded records to allow you to make any modifications as necessary before continuing the update into ProServe II.

• All fields under Blue headers can be modified here, all others must be changed on PDA.
• Select the UpLoad button to continue uploading posted work orders into ProServe II.
• Select the Cancel button if you need to make any changes to any PDA records before uploading.

• If you Cancel, you will be able to re-run the upload procedure again.

• At this point if you continue to upload into ProServe II; the updates cannot be reversed by this utility. But you can reverse updates by using the options within ProServe II. (UnDo Cash Receipts and UnPost options on CSR Menu)

• After the Upload has completed, you will be prompted to Sync to PDA, It's important to synchronize with your PDA device at this point. The synchronization will remove completed work orders form the PDA device.

• Failure to synchronize with your PDA device at this point may cause un-synchronized records to be left on your PDA device. In that case please see TOPIC PDA Deletion Utility

• Check the Exceptions TAB for any upload exceptions.

• Customer Account number NOT found (very rarely)

• Work Order Number NOT found (maybe WO has been posted on PC or Cancelled)

• Service Amount has changed (the service amount has been changed on PC)

• Unable to lock Customer Account (On network and a lock could not be established)

• Route code not found

• Tech Code not found

• Salesman not found

• Post Date in-valid (out of period)

• Could be others that are not listed here...

1. The PDA change must be of a greater value than the PC value.

2. The PC value should not be changed from it's original value. If that's the case then the PC is given priority over PDA.

• Total Sales do not match, Allow Off  The total sales on PC and PDA do not match and the "Allow Service Amount changes to post into ProServe" is turned OFF.

• PC Sales Tax has been turned off  The PDA record indicates that the original PC work order sales tax was on and it has been turned off. This has changed the PC value.

• PDA Sales is less then PC Sales The PDA changed value is less than the PC sales value.

• PC Non-Service Sales has been changed The shipping, sales items or sales items sales tax value has been changed on PC.

• PDA Sales is less then ZERO The PDA changed value must be greater than Zero.

• In all cases, use this Exceptions tab to determine what action is required of you.
• Most exceptions can be fixed by uploading again and making the change during the Preview Screen. Or by posting the work order in ProServe II using it's posting process. (this will clear the PDA record next upload)
• Some exceptions cannot be fixed, some will force this utility to delete that record from the PDA.
• The Action Taken field shows what this utility has done with that record.
• PDA Service Amount changes are not updated to the Service Account.

• If you Review work orders on your PDA, be sure to synchronize before Uploading again. Otherwise if records make it in on 2nd upload, it may cause out-of-sync records to be left on PDA. (any PDA screen beyond WIP will record a change)

• To avoid PC Value Change exceptions; run the Download after Uploading to refresh PDA records with changes. see Write Options

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