554 results found
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Notify user if Begin Bill Date or Date In are not filled in
If the BEGIN BILLING DATE and DATE IN of a billing record is not entered, invoices will not generate. However, there is no alert or notice given to the user if they miss these fields. Please allow us to set these fields as mandatory when creating a billing record. We need the user to be alerted if they fail to enter all required data.
3 votesWe anticipate working on this soon. Refer to case MOV-5187 for any future inquiry you may have.
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Grid Change in the O&I Module
On the locations grid under Contacts and Locations, include a column for the Location Address Type.
1 voteGreat suggestion. Added case MOV-5895 to add this column to the Locations grid. Thanks!
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To be able to put Movers suite in training mode.
Having movers suite in training mode would allow employees to learn new tasks such as running credit cards and assigning job numbers using repetitive training techniques.
1 vote -
Increase Purchase Order Number field length
Could the size of the Purchase Order Number field be increased? Maybe to around 50 characters? Some of our customers have started including full GL #s as part of their POs and 30 isn't enough.
1 vote -
Make purchase order available as a required field
We need PO available as a required field to force coordinators to enter the PO number on billed orders.
17 votesCase MOV-6016 logged for requests to add to the list of required fields.
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3 votes
Our Dynamics GP Support Team is looking into this. Feel free to inquire as to its progress.
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AR# in Description Line
I would like to suggest that the AR# show up in the description line or add another column for the AR# next to the description. There are often times that within an order number/file that I have to invoice several different AR# for that particular file, having the AR# show up in the description line will save from having to click Edit to see which AR that particular charge is for.
3 votes -
create an app for the texting module
create an app for the texting module, so the people involved in the move can monitor/reply to customers after hours/weekends without login into MS client.
3 votesWe are actively designing the next phases of the Text Messaging product and hope to have something on this soon to you. Feel free to reach out to me for a list of suggested changes or status.
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Allow a PO Number to be entered on a generated invoice without changing the invoice number
Often in our business, we get a PO number weeks after generating invoices and presenting them to the customer. It would be great if we could pull up an invoice, type a PO number on it and re-save as same invoice number without changing anything else. This way, I could pick the invoice out of a list in the credit and collections screen and email it to our customer with the PO number on it. thank You.
1 vote -
Recurring Billing Invoices should show any balance due
Recurring billing invoices should show any balances due on the invoice in addition to the new charges. Creating an invoice is great and all but it would be better if we could also show the customer any of their charges that also still remain unpaid. This can be just the total and not a line by line detail. Something along the line of "Past Due Balance as of (insert date of recurring billing generation)"
4 votes -
O&I Module - Find function
When registering order in the O&I module, you no longer input a "Start Load" date or a "End Load" date, as well as the "From City/State" and "To City/State". Since these fields do not exist in the O&I module and when you try to use the Find function, it becomes tedious and time consuming to locate the order you want since all of those fields appear blank with information . Is there a way you can refine the Find function for O&I module so that it pulls from "Job Start Date", "Job End Date" fields and shows the locations?
2 votesWe have made an initial design to incorporate a new Office & Industrial tab in the Find that would allow you to search by Job Start and End dates along with several other fields. Reference MOV-5831 on any status request you submit to us.
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O&I Module Dates
It would be helpful to be able to add phases to O&I moves so we can have tasking dates populated based upon each phase. In the Special Services module, we can do this based upon install date. Adding a tab to the O&I Module called "Phases" and allow us to create start/end dates and names for each phase. then allow tasking off of these dates
26 votes -
Have an easy way to send customer statements in mass volume
In my opinion, the Customer Statement Generation is decent and provides valuable information for me and what I need in collections. However, there is no good way to use this tool to send out many statements at once.
We get limited access and functionality in GP for the statement function and we're encouraged to use MS Customer Statement Generation which is fine. But I absolutely need a better way to electronically deliver multiple statements to multiple customers quickly. Our past due A/R is usually around 100+ customers totaling ~1M at any given time. I need to be following up on…
3 votes -
Have a copy of the payment receipt automatically upload to document manager.
When running a card payment, have a copy of the receipt automatically upload to document management. Currently a copy is sent to our outlook inbox. We must then drag it into a file (or desktop) and upload.
28 votesReference case MOV-6130 for development progress on this request.
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BI Tool Report Design
In the report design I can report off of Order Information as the main category and local services as the secondary. I need to do the opposite. I need to be able to pull retained revenue off of imported worktickets by the workticket by day. I could do this if you allowed order information as a second category on the local services category
24 votes -
allow doubling clicking to open claim items
In the claims module under the claim items tab, fix it so that double clicking an item will allow it to open instead of selecting the item and using the edit button. Just like double clicking above on a claim opens the claim detail to edit.
1 vote -
labels
We need the Stanard labels to have pack dates on them, Not just load date
1 vote -
Monthly Statement
Movers Suite Customer Statements makes you summarize invoices to a specific date instead of just what ever is open. Because of this the Date of the Invoice is made the summarized date instead of what the actual invoice date is. - I would like to either have the summarize button replaced to open invoices or be able to use the actual invoice date not the summarized date.
3 votes -
Create Equipment Module
Create a module for equipment, where you can view/manage equipment much like orders and claims are managed. Where equipment related docs can be uploaded and viewed (like in orders), changes can be updated and tracked, notes can be added and tasks can be created for reminders like inspection or registration.
This would make updating the equipment easier and more user friendly.2 votes -
assign custom order number to a local order vs an auto populated order number
A portion of our local work comes from our client with an order number already assigned. Currently we have to start a new order with type of move as an InterVL in order to select no van line to be able to use the order number provided by the client. Then after the order is entered go in and change it from InterVL to local so it doesn't appear in our long haul dispatch. It would be beneficial if we could select local with no van line and our custom order number from the beginning.
2 votes
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