566 results found
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Qlab information sync with the Quote module
I would like to see an integration between Qlab and the MS Quote module so that the items selected in MS auto populate on the Quote module.
1 vote -
Automatically put the Workticket in DM when one is created
We have so many people that need access to the Work Ticket - My main issue is that you need full access to Local Dispatch in order to create a work ticket (I would love this to be fixed), but I have people that just want to view it after it has been created too. I think that this could easily be fixed if when it was created it was automatically uploaded to DM.
1 vote -
Include a Link to MS Order from Dispatch Status Auto Email
Include a Link to MS Order from Dispatch Status Auto Email. We utilize the Dispatch Status field for crew ETAs. Once operations updates the Dispatch Status an auto email is sent to the CSR. It would be helpful if there were a link to that MS order included in that email.
2 votes -
Finance Charges
There needs to be an automated way to post late charges to multiple orders. I am told currently you would have to enter a transaction to each order which would be a tedious task if you had hundreds of orders to apply them to.
7 votes -
Credit Card Refunds
Make an easier process for inputting credit card refunds. The cash receipt function should allow a negative balance as there will be times we may have to wait a month or more for a large credit card refund to be able to be posted in MSS because you have to pair it with another cc deposit that is larger.
2 votes -
make icon alerting a note to a task colored
When making a note to a task, it's very hard to see the icon that alerts you that the task has a note attached to it. It would be helpful if that icon was a different color. Otherwise it blends in.
3 votes -
Bookmarking/editing
Open up Type of move to be book marked and allow users to modify/add to the existing work ticket to customize with verbiage that best fits their needs.
1 voteType of Move is currently a bookmark. Part 2 of this request is to open up the Work Ticket and that is exactly what we plan to provide in the next few months.
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AR Collections- Be able to Separate Collectors on Class ID's for different Branches
If we have different offices that are working with the same customer, we use the same customer ID. It would be great to be able to assign the collector based on the Class ID and the branch.
1 vote -
ability to run a report to see how much revenue was entered by each person that generated revenue, not just the Revenue Clerk.
We will have a few different Revenue Clerks on the same order. For instance if we performed OA work then 1 person enters that revenue, if we hauled the shipment another person enters that revenue, if it is a booker release order then someone else actually audits and sends the invoice, if it goes into storage someone else enters revenue. I would like to be able to get a more accurate account of how much work is actually being processed by each person. Please let me know if there is anything currently available that i could use.
1 vote -
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box.
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box. It takes more time to click on add order. would be much nice to just enter the invoice number.
2 votes -
Notes documentation for completed tasks
As tasks are completed pop up the Notes dialog that allows the users to document how the task was completed. Such as spoke to shipper about packing. At the same time allow the note to be uploaded to a van line notes system where an upload is available
2 votes -
Download Surveyor, Coordinator and Estimator into MS.
Currently, in the XML that is downloaded from the mainframe as I have just seen it, the coordinator, and salesperson download. Can MS please add a field into the Administrator site that links the Transportation Coordinator to the Service Crew ID that is downloaded from the mainframe? Half of the battle was getting the information from the mainframe, but this one is already coming down! Thanks. Brad @ Hilldrup
2 votes -
Automatically add a note when a document is added to Document Management
When a new document is attached to Document Management it would be nice if the system created a note stating what document was added. If there are multiple documents added they would all be under the same subject of "Document Management" so that notes does not get cluttered.
4 votes -
Deleting erroneous deposits
MSS needs to enable deleting erroneous deposits by users of a certain level of user security. There are many times when a new user, or a new company just learning, are entering deposits that are either duplicates, entered incorrectly, etc. that just simply need to be deleted in MSS. GP offers that functionality but we cannot reflect the removal of the erroneous deposit in MSS without having someone from MSS do it for us.
1 vote -
Add the ability to define a "script" for tasks.
It would be nice for training purposes to be able to define a "script" on tasks. For example if the task indicates that a call is needed to the shipper, the script can give helpful instruction on the things to discuss. The script could also have more detail on what is expected to be done in order to complete the task.
10 votes -
Add Order Number As A Required Field
Add Order Number as a potential required field for On First Service.
1 vote -
Allow users to have multiple types of note per note.
For example, a person would be able to check local dispatch, revenue accounting, and customer service types for a single note. This would allow dispatchers and billing clerks to filter for local dispatch notes or revenue notes without requiring the coordinator to enter multiple notes.
34 votes -
Allow FIND option for Origin and/or Destination City and State search
It would be helpful to be able to find orders by their Origin and/or Destination City in the Order Information Screen.
1 vote -
Required Fields based on Authority
I would like Authority to be added as a category in addition to shipment type for the field requirements. This would help in distinguishing between local and interstate requirements. Also if you are able to add this I would like the registration date on the agents tab added as a required field.
I am trying to avoid manually keying required fields that would otherwise automatically download from the van line.
1 vote -
Required Fields
We need an option on setup to apply only where we are booking agent. When we are the OA all fields we have created as mandatory for us apply upon first edit to other agents order. We do not have this information and cannot update for another agent.
1 vote
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