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Naming a New Record

Naming the record and entering its description is part of the process of creating or cloning a new file transfer record.

To name a new file transfer record:

This is part of the process of creating a new file transfer record and of cloning a new file transfer record in the File Transfer Editor.

Enter the Record ID and Description in the New Record Name form and click OK. Do not include the company number in the Record ID because that is changeable in the File Transfer Editor.

Tip: Click the ellipsis button [...] to select from a list of standard record IDs, the Description field also being automatically completed.

You are returned to the File Transfer Editor, its File transfer record ID and Description fields modified appropriately and its other fields ready for you to edit if required.

New Record Name Form

This form is displayed when you select File > Create new record or File > Clone Record from the menu bar or you click the Create new record toolbar button FileNew3.gif or the Clone a new record from the selected record toolbar button CloneRecord.gif on the File Transfer Editor. It enables you to create a file transfer record ID and add its Description.

Record ID: Identifies the file transfer record

Tip: Click the Record ID ellipsis button [...] to select from a list of standard IDs.

Description: The transfer record's purpose, for example Accounts composite extract

PUSH BUTTONS

Set/edit company...: If you require the company to be set to anything other than Point-of-Sale (SO), this button enables you to set or remove the Autoline company to which the transfer record relates.

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