I'm having problems transferring multiple PR/DOS plans at the same time, what's going on?
There have been many enhancements since the 1.00 release to the transfer process, however be aware of the following limitations:
- Existing data on the Plan and Company tabs are left unchanged, however missing data will be added.
- Form data is ALWAYS replaced upon Transfer and Administration Update.
- If you transfer a PE/DOS plan from other than a 1999 or 2000 year, form data is not transferred.
- If all else fails, create a new plan, entering minimal information, and then using the Transfer or Administration Update to transfer the related plans into the currently-open plan. This is often the least-complicated means of transferring your plans.
|
For more information about this or any other Knowledge Base
Article, please contact
[email protected] |
|
|
|
DATAIR Home Page
Article DKB00044