561 results found
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RMCs, RMC locations and Account locations as separate data entities
Today the MoversSuite data model doesn't support RMCs and their locations. This forces our group to put RMC data into Accounts making later selection and downstream reporting very difficult. Instead we have to use multiple User Defined labels to separate them out. This causes customer service reps to frequently select the wrong one which could apply a number of other rules to or effects to the order. If the model was changed to incorporate RMCs as well as RMC locations and Account locations this would enable us to better ensure we didn't apply incorrect business logic in MoversSuite.
Please see…
2 votes -
Driver and Sales Reporting
Allow Driver reports and Sales reports the option to reopen the month. Currently there is no tracking on who finalized a month and its a pain Operationally when this happens. Anyone can click on finalize.
1 vote -
Allow for Multiple invoice due date terms
We need to be able to set Multiple Due Date Terms on our invoices per each Branch. We have some that are Net 10, Due Upon receipt, Net 30, Net 60. At the moment we have to fix these items in Adobe before they invoices are sent to the customers. We would like to be able to pick our terms on the invoices, with a default to net 30 for all invoices
3 votes -
Long Distance Dispatch
It would be nice to be able to generate tasks on trips and to also be able to upload documents based upon a trip and not the individual orders.
The tasking would allow us to assign tasks to individuals reminding them of turning in paperwork, etc.
The documents per trip would be specific trip documents (receipts, fuel, etc) and not order specific documents.
1 vote -
Special Instructions Archiving
Can you implement archiving of an order's special instructions, both Origin and Destination, so that if a user add an account profile to an order later and the original instructions are overwritten, the user will still be able to access the original instructions and change them if they need to?
2 votes -
Default Sales added to all orders
When a order is added in MS based on the branch of the order a default house account sales id would be added to the order. This could be changed if needed but no salesperson is added to an order the revenue associated to the order would go to the House Account bucket.
1 vote -
notes security
Add security to notes by Note Type so not everyone has access to a note. For example we would use a note type of Commissions for explanations how a sales commission was calculated, but we do not need everyone in the organization knowing how much sales people make.
1 vote -
Prohibit Will Advise or Cancelled Status on Self Haul
Right now, orders can be canceled or set to will advise status when self haul has been authorized. It would be great if you could add a check box in the order status options in Administration that would block changing to a status if Self Haul has been authorized. This would be something that we as administrators would determine which ones to apply this block on.
17 votes -
SID
Pull SID into MS from QTG since now that is important. Tracking number is also SID number on opportunity page.
2 votes -
Ability to send Crew Start Times through MSCrew
Use the REPORT time field in Local Dispatch. Clicking on Assigned Crew, each Crew Member could have their Start Time (Punch In Time) listed as well as WHERE they are supposed to report.
4 votes -
New Feature
Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch
2 votes -
New Feature
Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch
2 votes -
Pickup Account Contact
Can you please look into picking up the <Type>DC</Type> section from the reference information that's pushed from Atlas to agents? This "Type" typically contains, at least for us, the National Account Contact that's associated to the order. The information is a part of the "References" section. I've attached a recent SUDS download to hopefully provide additional information.
1 vote -
Job Information Tab
Allow the Job Information Tab from the O&I Module to be visible when in revenue entry. A lot of billing information is included in this tab that billers need to have access to without a lot of flipping back and forth between Revenue Entry and O&I
1 vote -
Mobile Crew Time Approvals
Let's face it....we're all human. Right now, once you approve a time segment for an employee you are committed for all time. We need the ability to set pay periods and allow removing the approval, make changes and then reapprove for current pay period.
1 vote -
Mobile Crew Time Approvals
Let's face it, we are all human. Once time has been approved, we need to be able to unapprove the time segement and make changes then reapprove. But create a setting so that changes cannot be done in prior pay periods.
1 vote -
Make purchase order available as a required field
We need PO available as a required field to force coordinators to enter the PO number on billed orders.
17 votesCase MOV-6016 logged for requests to add to the list of required fields.
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Mark Material Type Inactive
Make a checkbox to mark certain Material Types as Inactive. This will allow us to move assets that we want to track like dollies over to equipment while preserving history. These were originally all added into CPU before the O&I module.
1 voteThis issue has been on our radar for quite some time. It’s in our development queue under case MOV-5604. In addition to marking a Material Type as “Inactive” we want to allow you to change records en masse.
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Email the survey time
When a survey is scheduled, the Salesman gets an email giving the date of the survey, and shipper's info., but not the time. Is it possible to add the time of the survey to that email as well?
1 vote -
Find Order by From/To COUNTRY
When hitting Find and then going to Dispatch information to look for orders it would be nice for International to have the option to search by From COUNTRY and To COUNTRY and not just State or Area.
4 votes
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