Shop-Trak Transferring & Posting Transactions Manually

To manually transfer and post transactions:

1. Open the Shop-Trak Transfer Transactions to SyteLine activity form.
2. Specify the Transaction Types you want to transfer (any combination is valid):

• S -  Setup
• R - Run
• I - Indirect
• M - Move
• T - Team
• W - Work Center
• O - Project
• D - Direct
• F - Service Repair Order

3. Specify these Starting and Ending fields to further define the transactions you want to transfer (or leave blank to transfer all):

• Job
• Work Date
• Employee
• Department
• Shift
• Transaction Number

4. Click Process.

5. The Employee Number and Transaction Number display in the table along with any associated messages.   If the transfer succeeded,  the message "Transfer Successful" displays.
6. To post transactions manually, use the Post Job Transactions form.  

Related Topics

Shop-Trak Transfer Transactions to SyteLine Form

Running the Shop-Trak Transfer to SyteLine Report

Shop-Trak Transaction Flow Chart

Shop-Trak Transaction Flow Overview

Shop-Trak Transferring & Posting Transactions Automatically