549 results found
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When adding reductions make Add Back as Item Code default to Order Branch and Division
When adding reductions make the Add Back as Item Code default to the Order Branch and Division, or the AR Branch and Division
6 votes -
Build drop down lists for user defined fields
We would like the ability to build drop down lists to limit the data that can be entered into the user defined fields in Order Information
6 votes -
Add invoice number into revenue entry transaction screen
We bill multiple invoices under 1 order. It would be helpful to see which transactions go to which invoices under transactions.
6 votesCase MOV-6049 was logged in 2021 to redo the entire grid within the Transactions tab. I added expanding the Invoice column to display the entire number and not just Y or N.
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Allow multiple long distance drivers to be assigned to and commissioned on an order.
Currently, only one driver can be assigned to, and commissioned on, a single order. We have multiple commissionable drivers performing on orders (potentially as many as 6, but most often 2). It is not common for us to have a single commissionable driver associated with an order. Having to calculate commissions manually is frustrating, very time consuming and potentially error prone. Thank you.
6 votes -
Email customer survey automatically once order is complete
If MS had the function to email the customer a custom survey once the order is complete, that would be awesome.
6 votes -
Able to create a file folder in document management that is password potected or has a higher level of user security
Create a file folder in document management that is password protected or has a higher level of user security. This would allow us to have customer's personal information stored in a secure file that is not available to all system users. Federal and state laws mandate that personal information is kept in a secured position. Penalties and fines are very high. We have checks, credit card, passport and other information that is gathered and maintained. A secured file within the order would be a welcomed location.
6 votes -
invoice
when you copy and invoice it would be nice if we could change the bill to
6 votes -
Have the Email for the Customer in Great Plains automatically migrates to MS
We should not have to enter the Customer email again in MS for purposes of mailing monthly storage invoices, when it has already been entered in GP.
5 votes -
MSCrew app - Add Special Instructions to it's own section like Service Instruction.
Would like to see Special Instructions on the front page of the app like the Service Instruction are.
5 votes -
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
As someone who audits revenue, I want to see why revenue or commissions are being reversed or adjusted. I would like a note to be added at the time the button is pushed instead of click on each note for each line item that is being reversed or adjusted. This is very time consuming.
5 votes -
Revenue Entry: When making a Group Function Reverse be able to add a note that would add to each entry created.
In Revenue when using a Group function to reverse commission entries, I would like to be able to add a note that will be entered with each entry on the commission line item. Basically add a reason why I am reversing the entries. Right now I have to click on each Note icon and add the note. This makes the process very time consuming so most people don't add a note as to why they are reversing the commission, but this is important to know why.
5 votes -
Be able to copy a quote to another lead or order
A quote was created in a lead or other order, then a duplicate order was created in error. We would like the ability to copy the quote to the duplicated order or any order for that fact.
5 votes -
task post
when the task is completed/checked, a note must automatically populate in notes and in UVL/MF memo side. This will eliminate many duplicated/triplicated steps. Task is currently not user friendly and suggest an automatic note.
5 votes -
Packing automatically download into MS
This may require a change to the packing module. However, allow the packing quantities to be imported. The packing list should be the one that is listed within quotes to go (from the finalized estimate.) Lastly, I would like to see a new column for PBOs to come down and updated within this same module. But, this needs to be done on all jobs and not just ones that the booking agent / common owner agent is the OA on due to our drivers do packing all over the place. With these changes, the long distance work-ticket needs to be…
5 votes -
Automatically populate state and city when entering zip code
When entering the origin and destination Zip Code, can we have the city and state pre populate like it does on Techmate? It would make it easier to focus on the customers needs instead of having to open other windows to find out where they are coming from and going to.
5 votes -
Required Note Entry for Task Completion
As Tasks are updated, require that that a Note entry is made. This would work in the same way as required fields.
5 votes -
Add an auto-calc feature for revenue entry adjustments.
When the adjustments button is used to adjust a revenue item, it would be useful to have an auto-calc feature.
For example, assume an original revenue item was $102.27 and it was adjusted and became $105.31. If an auto-calc could be done where you enter what the "adjusted" total should be, the system would see that a positive adjustment should be made in the amount of $3.04.
5 votes -
Show origin and destination zip codes on invoices.
The hauling mileage, billing weight, origin & destination addresses with cities and states show on invoices, but no zip codes. Auditors prefer that all key pieces of information used to determine basic charges show on the invoice, and zip codes are key pieces of information for this purpose -- especially with some intrastate charges and zip-zone based charges. Thank you.
5 votes -
Payment Management
PT fee posted as negative in our revenue. When we receive the payment from the carrier or the vl, they have the same neg amount in the detail of their payment. But yet we can not apply the negative to the negative. Have to apply the negative to unapplied. This causes extra steps to balance out an order.
5 votes -
that a check box be available when setting up an invoice to designate whether you would like to upload the invoice to imaging or not.
After so many invoices are completed for an order, imaging will not allow us to attach other docs we may need. Our invoices are listed in the summary screen, uploading seems to duplicate that information.
5 votes
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