561 results found
-
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 -
Multiple Haulers
We are only able to have one hauler on an order at a time. If another hauler is involved (sit in vs sit out, overflow, apu, ect), we have to add driver to pay them then delete off the order and add the other driver to pay them.
It would be great if we could have more than one and not have to keep going into local dispatch and long haul dispatch to remove and add numerous drivers.
2 votes -
Add the origin and destination city and state to the order number grouping header on the Commission Statement Report
We pay different commissions depending on where the service is located. It would be nice for an auditing position to be able to see the Origin and Destination or an order on the commissions statement so we know if the commission is correct without pulling up the order.
3 votes -
Enable first & last names to appear on the task list screen
Instead of solely showing the 'Shipper' column on the task list, which currently only shows the last name field, take the 'Shipper' column away & replace with a separate 'first name' column & 'last name' column, so each user can choose to view both or choose one to view on their task list.
EX: we utilize the last name field for who we're billing for a job on the logistics side. However, we could have multiple jobs for a given mover, so at a glance it gets confusing. The first name field we utilize for a description of the specific…
3 votes -
Allow task text to appear in varied colors to allow color-coding
Allow task text to appear in varied colors to allow color-coding. Allow 5 colors (red, orange, green, blue, purple; yellow would be too light to show correctly). OR, alternatively, add a column titled 'Categorize' to show a small square of color that you can assign to a task, similar to what Outlook allows you to do on e-mails.
3 votes -
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 -
Dates - Preventative Control
We would like to see a control in place to prevent clerks from incorrect keying in wrong dates which may be too far in the future or past to be a realistic date. For example, the system will allow a clerk to type in 03/30/2106 instead of 03/30/2016. Perhaps each company can set their own thresholds.
2 votes -
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 -
Allow us to save custom views in the local dispatch grid
Once we have a complicated view with specific columns, groups, filters, sorts, etc., allow us to save it with a unique name so that we can have saved views for different purposes.
2 votes -
Screen should stay on the tab you are on when you go from one order to another.
If looking at the Transactions tab on an order, stay at Transactions tab on next order. I need to look at the transactions of multiple orders. I use the drop box, type my order number and hit Enter to get to the next order. But then I have to click onto the Transactions tab again. Staying on the same tab from order to order would help.
10 votes -
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 -
Add additional filters for AR Collections Report Aging Data
Ability to select to print the AR Collections Report by Aging categories. For example: only balances older than 61+ days; or balances older than 90+ days; etc. This gives ability to produce a smaller collections report targeted on customers with oldest AR balances.
21 votes -
Auto refresh for Local Dispatch Schedule: we would like the local dispatch schedule to auto refresh data every 1/2 hour if possible.
Auto refresh for Local Dispatch Schedule: we would like the local dispatch schedule to auto refresh data every 15 minutes or every 1/2 hour, if possible. The data should also refresh when you change the date range.
3 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 -
Review the Order Information import routine
We have found that when importing shipment information from Atlas van lines, the shipments actual weight pulls down every time with zero weight. As such, the Work Ticket report and Driver Information sheet report both then pull down zero weight instead of the estimated weight. I believe this is due to both reports looking for a "Null" value in the actual weight field.
2 votes -
Show the Commodity in the Local Dispatch Module
Show the commodity so we can see if it is a vehicle, household goods, O&I, etc.
2 votes -
Show leads in Local Dispatch
I would like to be able to show "Lead Source" (as shown on the name, address tab of Order Information) on the dispatch grid for Local Dispatch. Then, my dispatchers and mgt. are aware of the relationship for each move. Can you tell me if this is on the drawing board?
(If not, how much to custom program?)2 votes -
Leave the column that is selected highlighted in blue even while switching to a different window. Helps for referencing the order number
When you click on the job to view the details it highlights in blue so that you know which order you selected. Well when i switch windows to look up the order in HOD it goes away and i am stuck searching for the order. It would just make it so much easier if it would stay highlighted all the time that way the user could refernce the order info quickly until the user clicked on a different order
2 votes -
job costing setup option
In job costing setup we have option of specific pay or average wage by labor type. We would like to have third option of wage average by branch/agency when multiple locations.
2 votes
- Don't see your idea?