553 results found
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do not download or at least flag orders from the van line that are over the customers credit limit.
do not download orders from the Van line that are over the customer's credit limit or that would put the customer over their credit limit
1 vote -
Order history entry
have an entry in Order History when an order is registered/copied from a previous order referencing the copied order number.
1 vote -
1 vote
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provide ability to copy local services
copy a service instead of creating a new one each time. we have customers that that the same services every day for the duration of a project which could be up to a year
1 vote -
Statement invoice description
Need to expand my description on storage bill statement. Customer will not pay us because the description is not complete.
1 vote -
Add bookmark for default national account contact on the order
Add bookmark for default national account contact on the order
1 voteWe have case MOV-5600 that is actively being worked on to provide several new bookmarks including the National Account Contact and National Account Contact Phone Number.
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be able to edit payment management batch description prior to posting
be able to edit payment management batch description prior to posting
1 vote -
1 vote
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add Order Details as part of the show/hide/move columns for easier access to view.
Make "Order Details" accessible under show/hide/move columns for easier access.
1 vote -
1 vote
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Add DA information columns to the Tasks screen.
With so many containerized/converted shipments, it would be helpful if we could sort by DA, as well as, OA. This will streamline communication making it easier to ask about all orders on any given day with one call/email.
1 vote -
Please add bookmarks for the Stored at Addresses from SIT
Please add bookmarks for the Stored at Address, stored at City, stored at State, and stored at Zip
1 vote -
add change of address process which can be offered as a service to your end customers
We would like to partner with you to offer a Change of Address service to your platform.
Robert
1 vote -
In Revenue Entry, in the Commissionable Employees list, ability to view personnel documents
In the Revenue Entry Module, on the Order Information tab, the commissionable employees are listed. I would like the ability to view the documents that I am authorized to view that are attached to the personnel record. Each driver has a contract that they have signed. In that contract we have a commission "cheat sheet". Revenue clerks should be able to view that document within the revenue entry module without opening up another module or "admin tool". Please let me know if you have any questions.
1 vote -
Include Office & Industrial's Job Start/Finish in the "Find Orders By" screen
Could you please include the "Job Start/Finish" Fields inside of the "Find Orders By" screen? Currently, if you are trying to find an order that originated in the office & industrial module. There is no way to know what time period the order is for.
1 vote -
Define account/user level restrictions and accountabilities.
Create order requirements so that only users authorized to work on an account can access orders being performed for said account. Perhaps a senior manager may have access to all accounts, but a coordinator or biller may only have access to specified accounts.
1 vote -
- Rate plans in the Admin Tool - show matrix rate code if matrix in use
in the admin tool where you show rates for item codes in rate plans, also show matrix code if there is one (so we see a $ rate or the matrix code)
1 voteMOV-7008
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Pickup Tradeshow as a part of the SUDS import
There is a section of the Atlas SUDS xml that contains tradeshow information. Can this information be included as a part of the import routine? Attached is an example.
1 vote -
Running total of liabilities/Chargeback amount added to claims column header group
Currently there are only 2 columns that create a running total of all claims dollar amounts. Settlement Amounts and Claimed Amounts. Both of these column create inconsistent and incorrect claim amounts to create reports from. Settlement amount are created only when a payment request is made through the settlement tab. Not all claims are settled by forwarding a payment. For example, Military claims are often offset by a chargeback against the funds owed to the account. In this case, a negative receivable is created (to balance a chargeback) versus a payment request made through the settlements tab. The 'Claimed Amount'…
1 vote -
Prevent United from updating the shipment status history after delivery
Our customer service updates a shipment from "delivered to warehouse" to "out of warehouse" once it delivers to residence, but when our billers go into PRIC to do a distribution download, the United status overwrites our current status history record and the move shows "delivered to warehouse" again.
1 vote
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