231 results found
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BE ABLE TO VIEW ACTUAL DELIVERY DATE IN REV ENTRY
It would be very helpful if we could see the actual load / delivery dates while we are in the Revenue Entry part of Movers Suite. As is we have to go out of Revenue Entry and into Order Information in the Move Management Part to view the move dates. Thank you.
8 votesThis has been completed and will be available in release 4.44. Both dates are now available on the Order Information tab of Revenue Entry.
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Allow a single user to be assigned to multiple roles/labor types.
Modify the application so that one person could be assigned to multiple roles/labor types. For example, a single person could be a salesperson and a surveyor.
8 votesWork has been completed to support multiple roles on a single user. The changes are in testing and will be assigned to beta in two weeks.
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allow commissioning of drivers based on the work ticket they are associated to.
allow commissioning of drivers based on the work ticket they are associated to.
7 votesCompleted in Version 2020 R11.
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Default Authority on orders downloaded from the van line.
If an order is a United or Mayflower order and booked or registered It should come down as a van line order. When posting anything (Like a settlement) to an order you have to set the authority of Van Line to the Original A B C & D portion seperately if you need to post anything to this order. It should come down into that field as a van line authority order already set.
7 votesWith out next major release, the authority on an order will be defaulted when the order is booked in MoversSuite, or when orders are created automatically by a van line download.
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Commission Statement Management
The commission Statement mgt screen shows all the statements ever finalized. I'd like the finalized stmts to be hidden and have a "show all" option if I need to look back at past stmts.
7 votesThis is planned for the Spring 2010 release; the final design is to show the last 60 days, if you need to see older, you can check a show all.
This was a top vote getter for the MoversSuite staff.
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Display customer Name & Number on transaction entry
It would be nice to see what customer you're actually putting an entry in for in revenue transaction entry. It would saves some corrections down the road if the screen would pop up with who the customer default will be so that you know if an alternate billing is necessary.
7 votes -
Find - have a hotkey to repeat last find
When searching for an order there are many times multiple selections come up. If it is unclear which order to look at, we start with the first one and if that wasn't the correct one, we have to start over and re-enter our search criteria. The hotkey or "last search" button would popuplate whatever search criteria you entered on your last find.
7 votesWe have now added a flag to “Use search criteria from previous Find” – So if you use the hot key for Find (Alt F) and then hit space (because the flag is the selected field) your search criteria will fill in and you and then add additional criteria. This will be included in version 5.03
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Create an interface that allows importing of invoice information from Windfall, Oneil, Total Recall for billing and invoiceing purposes
The interface would import invoices from outside systems as orders, create revenue, auto commission if needed, generate transactions and produce invoices if needed.
6 votesThe WMS Revenue Import is available at Version 2019 R23 and later (case #MOV-5149). You can create an export file from any system and build a spreadsheet that imports directly into MoversSuite. Further, it create necessary orders (or updates existing ones) and generates billing items for you. Refer to the WMS Import or WMS Revenue Import topic within a recent version of MoversSuite: http://www.ewsgroup.com/moverssuite/support/onlinehelp/2019R23/index.htm#!WordDocuments/version2019r23features.htm.
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Add a double check question when changing the MSS Order Status to Cancel. It is too easy to cancel a move accidently.
Before the Status change updates, have the system ask "are you sure you want to cancel this move?". You would have to Click yes to cancel it.
6 votesA flag is available that you can set on your cancel Order Status value or values that requires someone to provide a reason why they are cancelling the order. When this flag is set, a person must select a reason in order to continue to cancel the order. They also have the option to back out of cancelling as well (by pressing Cancel). In other words, this provides a confirmation to anyone that is cancelling the order.
To ensure that they receive this prompt, in the Admin Tool under the Administration category, open Order Status and then verify that the “Is Cancelled Status” flag is set on all records that you consider a cancelled order; having just the one “Cancelled” status having this flag set is fine, too.
You can modify the list of reasons that a person can select from when they are cancelling the order as well. This…
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Add shipper's Name to the Long Distance Dispatch Grid
The ability to have the Shipper's Name present in the Long Distance Dispatch Grid.
when talking to drivers and crew members they don't remember the reg they are on. They say Mrs. Smith ... It would ease finding shipments quickly
6 votesThis has been completed and will be released in version 5.16
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Jesse Mitchell here at Bayshore Moving Newark Delaware
Be able to cut and paste out of the Note section. Thus be able to cut and paste a note to an email or to another sub section within the MS order or to paperwork that you will attach.
6 votesYou can do this today using the keyboard shortcuts for copy and paste. Ctrl+C to copy, Ctrl+V to paste. There is more information on this in our online help: http://www.moverssuite.com/support/onlinehelp/44/WordDocuments/notes1.htm
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When tabbing while posting revenue items it should go through every field
With the latest update when we tab through the fields when we are entering item codes it is randomly skipping fields. We hate this.
6 votesThe bug that this was related to has been resolved.
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tabs on billing
I would like to have all of the tabs in the revenue module be in the order that they are used: Order info, Billing info, Revenue import, Transactions, Summary, SIT/Recurring billing should all be on the same line. The Agents tab can be moved up.
6 votesMary – great idea, much more efficient for your workflow. We’ve done this and you’ll see it in the next install of 4.0.
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Local dispatch changes
We would like:
A field that would show how many and what type of vehicles are needed on a job.The ability to see spread and multiple days on a job.
Total CPU's flow into the local services
The ability to assign specific tractors with specific trailers.
Entering actuals: deduct for lunch or breaks, enter times when a job goes past midnite, the ability to split (show multiple times) on a job.
6 votesSome of these have been implemented; The rest may be included in other requests.
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Change Reoccurring No End as Default
In Reoccurring Billing you have to select “reoccurring no end” because it automatically defaults to non-recurring. We would like this to default to Reoccurring No End. What is the point of setting up reoccurring charges if it is non-reoccurring?
6 votesThis has been completed and will be included in the Fall 2009 release.
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Local Service Request Notes (O&I)
Make the Notes added to a Service Request the same field length as regular Memo Notes. Only allows 128 characters (not enough to describe O&I service). Also, allow these Service Request Notes to be EDITED by the Dispatcher (as these notes end up on the WORK TICKET)
6 votesThis has been completed and will be included in release 4.30 which will be available soon.
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SIRVA Statment Import
Bring the order debits and credits in together for easier payment applying and reconciliation. Currently everything is brought in individually and all credits are brought in under the order, then name and debits are brought in with the name only so you can't even sort by column description to see them together.
5 votesImplemented in Version 2022 R11,
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Date sorting - Please fix the date sorting!
Please fix the date sorting option in order entry local services tab. It is not sorting by date and it makes it very hard to go to the work ticket on the date that you want to edit. It is not sorting by date for the year or even some of the dates sometimes and when you have a massive warehouse project going on, this makes it very time consuming to find the correct ticket that you are looking for. I also would like to import it into excel in date order so if I can sending a schedule to…
5 votesFixed in release 2020 R06.
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5 votes
Look for this and other fields added to Order History in release 2018 r22
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Ability to show leads downloaded from QTG into Mover Suite in the Closing Ratio report
show any lead from QTG as a section for the closing ratio report in mover suite. These do not currently show up on the interstate orders.
5 votesCompleted for release 2015 r13
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