62 results found
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ability to pay more than 1 sales person and/or OA Surveyor
Sometimes we have reasons that we need to pay more than 1 surveyor on an order, 2 different resident's, resurveys, etc.. Sometimes we have orders where the sales is split between a couple different people. It would be nice to have them both listed on the order. When we enter the commissions now and change the sales person you can't really go back and see the information correctly. See the attached file.
3 votes -
Invoicing - fix the way that rate type for percentage displays on the invoice
When you use the rate type of percentage it displays on the invoice as a flat amount and should have a $. Also, the rate dispays with a $ and should display with a % or 0.05 for 5%. We get a lot of customer complaints that this is confusing to them.
3 votes -
Add Bookdate as an effective for commissions. This would be useful for computing sales commission plans.
Add Book Date as an Effective Date for commissions. This would be useful for computing sales commission plans.
3 votes -
Packing Import
Packing Import is selecting OA branch and not the office where actuals are entered. This causes a lot of problems by posting revenue to wrong branch.
3 votes -
Group function to change agents
add a group function to change the agents/branches within a group in revenue entry
3 votes -
Can the lead source be made visible on the revenue module
Can the lead source be added to be visible on the revenue entry module? The billers don't use the order info module be need to know the lead source. It would be nice to not have to toggle between the 2 modules.
2 votes -
Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch.
Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch. We are looking for easier more efficient ways to enter revenue and pay commissions as needed when we have to invoice in outside systems. We have current logistics customers where we have to dispatch -> invoice from their system. We still need to get that information in Movers Suite. With the Generic Import it would be great if we could have the import add commissions to the local contractor who performed the work without assigning them to the order in MoversSuite Local Dispatch.
2 votes -
Revenue Group Sort order
Give us the ability to sort the Revenue Groups in the drop down list, either alpha/numeric or even better yet, give us the ability to set the order it shows in the drop down list.
2 votes -
Please allow us to select default Customer
It would be helpful if we could select a default customer (United Van Lines) in the "Customer" field on the Order information page.
2 votes -
Allow more characters on each line item on the invoice being sent to the customer
When I have to bill additional money to the government or rebill a short pay, the government system will not allow us to use the actual item code again, we have to use 226A miscellaneous and attaché an invoice note to feed over to as what and why we are rebilling more money. Currently the field is not long enough to allow me to post a long message so I have to manually pull it through in Vantage Point and when it feeds into Syncada, I have to manually post the note on each line item. If we can make…
2 votes -
To be able to select a line on the transaction grid after billed and hit a next button verses closing out and selecting the next line item.
This would make researching each line item billed verses what was invoiced since the reductions are being taken off so the true amount billed does not show unless you select the line and edit. You then have to close that box and do the same thing for every line item, which causes more work when researching.
2 votes -
automatically populate division on revenue item from order info screen in Revenue entry
In Revenue Entry, in order to go to the transactions tab you have to select a division on the order information tab. It would be very helpful if this selection would carry through to the revenue item code entry on the transaction tab instead of having to select the division for every revenue item entered.
2 votes -
Show a discount column in revenue entry under transactions.
It would be helpful to show a discount column in revenue entry under transactions. Right now you have to open each transaction to view the discount.
2 votesWe are beginning to plan out a redux of the Transactions grid, which includes adding the Discount field to the grid, as well. Refer to case MOV-5785 to request updates on this project.
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Net terms by customer should be displayed on Invoices accurately
Currently we can only select one term to auto-populate on our invoices. We would like to have each customer's terms display on invoices and calculate the due date and attached the appropriate late fee automatically.
2 votes -
Allow multiple commission plans to be assigned to one driver at the same time
It seems you would like an easier way to mass modify commission percentages on an item code on multiple plans versus one plan/one item code at a time. We would like to assign 3 commission plans to a driver: 1) Long haul trans and accessorials, 2) packing, 3) local & SIT work. Instead of having to go through each commission plan on about 25 drivers and changing the packing percentage on 30 item codes in each when a companywide change happens, we can do it once in one commission plan and apply it to each of the drivers without affecting…
2 votes -
Have a vendor remit to lookup in Msuite for third parties set up to AP vendors
In GP one vendor can have multiple remit to addresses so checks can go to different places for the same vendor ID, if the remit to ID lookup was available in Msuite this could be used on AP coming from revenue entry
2 votes -
Increase the number of decimal places allowed in rates from only 2 to 4.
This would help reduce rounding discrepancies when entering van line authority transactions but also own authority transactions. This would also help with accurately computing SIT charges. Thank you.
2 votes -
When using the "Find" button it would be nice to see your unbilled orders instead of running a report.
Using the "Find" button then on the Dispatch Information tab so you could pick a date range and what type of authority you were wanting. Once MS pulled the orders you could select one and it would bring you right to the order in Revenue Entry.
2 votes -
recall the feature that automatically fills in the actual amount
when downloading from United the actual amount on the billing info tab automatically fills in. Please undo this! If you are trying to edit the order while it is still downloading it does not allow you to save any changes and errors out. Also, the actual amount in United is not usually the actual amount that we use in Mover's Suite.
2 votes -
The ability to automatically apply set reductions to revenue Item Codes would be helpful.
For instance, if we add revenue item code 11 hauling, it automatically takes a set reduction for various escrows. Manually apply reductions on each IC which is very intensive and we are looking for a way to improve that process.
2 votes
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