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MoversSuite Enhancements

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MoversSuite Enhancements

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559 results found

  1. Packing Import is selecting OA branch and not the office where actuals are entered. This causes a lot of problems by posting revenue to wrong branch.

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  2. Dispatching Crew Call Sheet

    This report should include employees not yet assigned to any job. This would help for last minute changes! Particularly when a crew member calls off, it would help to know who is available immediately from this list. Also last minute Jobs coming into dispatch. Important!!!

    3 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  3. Being a Revenue Cleark, When in a Task and you need to open a particular order MS should direct you to the Revenue Entry portion of the move not Order Information.

    3 votes

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  4. It would be helpfull to have who posted the cash reciept. so that when trying to collect we can call the person who posted the check and see if there is a reason for short pay if this was attached to the check.

    3 votes

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    0 comments  ·  Dynamics GP  ·  Admin →
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  5. To help with International moves add the dates of Actual Origin Port Departure, Acutal Destination Port Arrival and Actual Customs Clearance to be monitored in the Account Profile function

    3 votes

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  6. add a group function to change the agents/branches within a group in revenue entry

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  7. Be able to create an alert when a balance of a particular aging buckets or group of buckets gets to a given number.

    3 votes

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  8. 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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    1 comment  ·  Admin →
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  9. 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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  10. We are looking to commission multiple individuals throughout the lifetime of an order. Right now our options are the salesperson as well as the OA surveyor. However we also want to be able to commission on lead generation through MoversSuite.

    At the time this is accomplished by setting the salesperson, running the commission routine and then changing the salesperson to the referrer and re-running the commission routines.

    This unfortunately is very cumbersome as well as skews our ability to report on things like lead or sales commissions.

    2 votes

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  11. Can you add a selectable column so the crews phone numbers will be visible in the assign crew list?

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  12. When a lump sum has been posted to an account for multiple shippers/customers, there is no capability to see how much of that lump sum was applied to each invoice/work order. The remaining balance does no good when trying to research how much has been applied to each shipper/customer.

    2 votes

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  13. Add a screen where shop managers can schedule services on equipment. Add a user type of "Shop" that allows access to the equipment admin. Any scheduled equipment services turn the status square red on the dispatch screen.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  14. Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.

    2 votes

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  15. Can the lead source be added to be visible on the revenue entry module? The billers don't use the order info module be need to know the lead source. It would be nice to not have to toggle between the 2 modules.

    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  16. If a customer is marked as inactive in GP, that customer should not be able to be chosen in MS on new orders.

    2 votes

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  17. 2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  18. We need to have an option to inactivate labor types. We can remove them but if there is a commission plan associated to that labor type it will not let you remove it. So the only option then is to delete the whole employee profile and rebuild it without that labor type and that is just asking for issues.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  19. Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch. We are looking for easier more efficient ways to enter revenue and pay commissions as needed when we have to invoice in outside systems. We have current logistics customers where we have to dispatch -> invoice from their system. We still need to get that information in Movers Suite. With the Generic Import it would be great if we could have the import add commissions to the local contractor who performed the work without assigning them to the order in MoversSuite Local Dispatch.

    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  20. Dispatch would like for the color to turn orange (or a different color) when they check that the equipment is in the shop.

    2 votes

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