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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. As a visual cue to dispatchers we would like the ability to assign colors to different rows and cells in the local dispatch grid. The colors can signify anything the dispatcher wants. The colors would also need to remain on the grid after the dispatcher exits a session. All users would see the same colors as assigned by the dispatcher.

    2 votes

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    1 comment  ·  Admin →
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  2. On the transaction grid, add a "total by group" button.

    4 votes

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  3. It would be very helpful to be able to view the Account Profile as it's own entity -- rather than on the tab of an active order. Currently, there are only a handful of people in our organization with the ability to "manage" the profile...but it would be helpful if all could view it, whether for entitlements, contact info, etc.

    4 votes

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  4. Can we please submit an enhancement request to Mover’s Suite that will elicit a response from the Build Historical Statements (Commission Statement Management section) command even when no transactions are found? Even a response such as “No transactions have been found for the vendors/periods entered.” would be better than not knowing whether the command has been executed, since now there is currently no response whatsoever if no data is returned.

    2 votes

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  5. Currently, able to go to order from Tasks but need to also go to Claim.

    1 vote

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    planned  ·  1 comment  ·  Admin →
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  6. In the claims module, the vendor and customer number fields will not expand to allow the entire number to be seen. The wrong customer or vendor could be chosen, which creates a payment and a time management problem for both claims and accounting. Expansion of field will solve this problem.

    1 vote

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    1 comment  ·  Claims  ·  Admin →
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  7. Enhance additional services tab & store info tab to include information about details of vendors-agents accessorial services to include estimated, actual and billable amounts. Have check box to set up payable. This would expedite billing process, help eliminate spreadsheets on rollouts and help eliminate excessive memo pad notes.

    5 votes

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  8. 1.Have the ability to see by order in one spot:
    Total Linehaul
    Guideline Percentage (should be variable by agent)
    Amount Already Advanced

    1. Ability to turn off the concept of "trip". Dispatch and advance by order.

    2. When changes or cancellations occur on a trip, the advance amount is not consistently applied.

    18 votes

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  9. Would like revenue to have a posted transactions tab and an unposted transactions tab. When transaction are entered, reversed and then re-entered, it is difficult to see what is posted or not especially when adding commissions

    14 votes

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  10. ability to show the date of a note when printing out a note or work ticket.

    1 vote

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    0 comments  ·  Admin →
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  11. Currently the billing system is designed so a commission can be adjusted without adjusted the corresponding retained revenue. This messes up the retained number because it adds the revenue number into the total retained every time anything is posted to commissions underneath it. This needs to be fixed so that if the revenue is not reversed along with the commission, the commission statements reflects a 0 amount for invoice amount, revenue amount and net amount.

    10 votes

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    1 comment  ·  Admin →
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  12. when keying cash receipts we key a check number but unable to search by that check number when researching.

    2 votes

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    1 comment  ·  Admin →
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  13. After generating transactions in the claims module setup a procedure to reverse the entries if needed like in revenue entry.

    18 votes

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    1 comment  ·  Claims  ·  Admin →
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  14. Add a copy feature to copy revenue detail lines.

    4 votes

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  15. Have a function to see notes from orders with the same main order number segment available without having to go into each portion to view the notes. We have orders with 10+ portions and viewing the notes in one location would be a great time saver.

    1 vote

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  16. Be able to add a non-order related task. Have this accessible in the order task screen and task module. The difference when adding a non-order related task would be: assigned only to a person / not a role and wouldn't use dependency dates. These tasks would display only in the task module for a the person it was assigned to.

    5 votes

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    1 comment  ·  Admin →
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  17. Be able to select unlimited number of orders to appear on one invoice. Store a copy of the invoice with each of the orders selected. On the Aging show each order selected as invoiced. Voiding the invoice on one of the orders, would void all copies of that invoice. Have a note at the bottom of the invoice showing all the order numbers included on that invoice.

    3 votes

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  18. Liability and/or Chargeback information by Van Operator or Packer. This can be
    pulled from a Vendor number in Order Personnel. It would be beneficial to be
    able to query all the claims assessed to a particular Vendor number during a
    specific time period, as well as being able to query damage type also.

    3 votes

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    1 comment  ·  Claims  ·  Admin →
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