68 results found
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BI Tool
I would like to be able to write a BI Tool report on revenue vs labor hours. So we can get a better idea of how much labor spend we use vs revenue. So what I would like is a view that uses both the fields in Revenue Entry with Crew Actuals.
1 vote -
Refresh button in Document Management
Add a refresh button in Document Management. For example, you have created a BOL through Forms Designer. Now you want to make it available to MSCrew. You have to closed/reopen Document Manager to find the document you have just saved there.
1 voteThe Document Viewer should recognize documents immediately. If not, then there could be an issue that you need to resolve by first contacting our Support team.
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BI Tool
please link the order information view with the international view so we can write reports on specific customers that ship internationally
1 voteThis functionality is already available.
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BI Tool Export
Right now when you use the BI Tool, you can grab data from a Main, Second and Third business categories but you can only export the top level of data. This makes the report pretty much useless as you cannot do anything with the data. We need the export function to include all levels of data.
24 votesThis is a known issue and there is no timeframe as of yet that this will be corrected.
In lieu of this limitation, we have completed a number of updates to add top-level search values, such as the Order Number, to any dependent views; this will allow you to search using just about any view and export it as a top-level set of data.
Please email me directly if there is a specific view that you have questions about or wish to add it to the list of those to update.
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1 vote
Excel options are currently available through the Report Viewer and through the Report Setup. Please reach out to me if you wish to know more about these options.
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1 vote
Functionality is currently available.
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enable field level security
We need the ability to lock down the salesperson number after it has been entered and give override privileges to a select few users.
1 voteNo support for this at this time.
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Add a Shipment/Order Status Column (Booked, Completed, Cancelled, etc.) to ALL Reports
Add a Shipment/Order Status Column (Booked, Completed, Cancelled, etc.) to ALL Reports. So I can see mainly, which orders have cancelled or been voided. But also, completed, and so on. I'd like this column on ALL reports, ie: (Account Current Orders/ Account Profile/ Specific Account. )
1 voteI think this is a good idea, but the request is too broad. We have around 300 reports and I don’t have the resources to tackle them all. If you can start with a few of the reports you use the most we have a greater chance of getting some changed. Thanks.
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Allow administrators to add to the suggested restricted field list
Allow administrators to add to the suggested restricted field list. Such as valuation and other blocks that are not on the current list.
Also, make the actual block "shipment type" to be a required field.
2 votes -
Automatically populate the Bill Date
On all orders that have a letter following the order number, can the Bill Date be automatically populated with the current date, when "Completed" or "Non-Rev Order" is entered in the MSS Order Status?
3 votesThis request is too specific and would not necessarily be useful to all customers. We have added the ability to set the bill date once revenue has been generated. But to automatically set it in these specifics could negatively affect one customer while helping another.
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Add bookmarks for every field in Mover's Suite.
In addition to the SIT/Recurring Billing tab which has no bookmarks for any of those fields, there is no way to pull the actual delivery date. Every field in Mover's Suite needs to have a corresponding bookmark if you are going to allow custom reporting with Microsoft Word. Bookmarks need to be added to accommodate for all information that is able to be stored in Mover's Suite so that custom reporting is a comprehensive feature and not a case-by-case feature.
1 voteThe idea of adding bookmarks for every single fields is too large a scope for us to take on. Please submit requests that a more specific.
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Have the AR Summary button added to the claims module.
Have the AR Summary button added to the claims module.
0 votes -
It would be convenient if there was a drop down menu that allowed you to quickly click on your previous shippers/customers file that you rec
It would be convenient if there was a drop down menu that allowed you to quickly click on your previous shippers/customers file that you recently viewed.
For example, suppose 30 minutes after reviewing a file we need to pull the file up again to make a quick note or copy/paste an email into the file. if there was a drop down menu that showed us our previously viewed 10 files, we could quickly click on the file, make the note, and move on.
Currently we have to open an order, click on the find button, and input a name which…
2 votes -
Contract Number needs to be updated during download in Contract Master
Hilldrup understands why the contract number is coming down to the Rate Table and that's due to the base tariffs. However, its really a pain to actually not have the same contract number be populated in the contract master file also! Its a real pain to actually get out of the one admin function, then go into contract master, add the contract, sign out of admin tool, sign into admin tool, and then update the account profile with the contract when the whole time it could've been downloaded into the contract master. Can you please add some code to either…
1 voteno further interest has been shown in the idea
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Default the Account Profile based on the downloaded National Account number from van line downloads.
1 voteno further interest
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Generating Revenue
When generating revenue, the two date boxes should only allow for the current month billing.
Ex.-A date of 07/31/13 should be entered but a typo of 07/13/2003 is entered in the document date field-allowing the system to accept that as a date, throws all ageing and commission reports back to that date/year.
if the GL date is locked, why isn't the document date locked????
3 votesWe have customers who use the document and journal dates differently and this restriction would cause some customers problems. We have recently added a warning if the date selected is in a different month than the delivery date.
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Add base charges to the Rate Matrix
Enhance the Rate Matrix by adding a place to add a Base Rate Charge on top of the Per CWT Rate. I have attached an example of what is needed.
1 voteno further interest as come up for this
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Add an interface with Google Calendars.
Right now, we can only add appointments to Microsoft Outlook Calendar. However, our salespeople have Google Calendars to interface with the Van Line. It would be nice to have the ability to add appointments directly from Movers Suite into Google Calendar.
16 votesAfter further discussion with Colin it was decided this wasn’t needed.
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Task Reporting
Create a report that allows you to print out your daily tasks
1 votecontrary to the point of having computerized tasking system
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WHEN POSTING STORAGE
When "POSTING STORAGE" on the ACCT TOOL/RECURRING BILLING MGMT. You have a bullet to select ALL BRANCHES (that doesn't work) IF WOULD BE NICE IF IT ACTUALLY WORKED????
2 votesWill work if conditions are right.
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