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Version 5.02.0

Release Date: 9/15/2014
Listed in this section is the release information for the latest MoversSuite version available.

× FOR A COMPLETE LIST OF CHANGES: Please read the details for all versions between the release you are coming from and the release you are going to.

Past Versions Information


Please read the following announcements regarding functionality and hardware/software changes for this release of MoversSuite.

    The following requirements are needed for this release:

    • Microsoft Dynamics GP 2013 (Service Pack 2)
    • ATIP Version 12.0.7

    Note: Refer to the Hardware Requirements topic in our System Requirements for more information on the requirements for Microsoft Dynamics 2013.


    Upgrade Check Program Download and unzip the following program and run it on your application server. It checks your system for the prerequisite software needed prior to upgrading MoversSuite.
    Download Upgrade Check Program

Known Issues

    • Upward adjustment on a payment causing error
      In Payment Management, an error is returned in the specific case where a payment is received with an amount that is greater than the invoice amount and an upward adjustment is performed to take payment back to a zero balance. The error returned is “Applied amount cannot exceed the remaining positive AR balance on this invoice.” (6799)
    • Citrix issue with phone number control
      An issue that cannot be replicated is causing the phone numbers within the Shipper Contact Information section (Name, Address, Phone tab) to disappear and then reappear when a user clicks on that section, however, the user cannot edit them until they press Cancel (on the order) and then attempt to Edit again. (6409)



Release Fixes

General/Administration Fixes

    • Merge/Cancel buttons in wrong order in Merge Personnel
      The Merge and Cancel buttons were in the wrong order, which was causing some confusion since the application generally has the Cancel option to the right. The order of these buttons in the Merge Personnel dialog (see Merging Personnel Records) has been corrected to list Merge on the left and Cancel on the right. (6761)
    • Hide System Type in event type setup areas
      The System Type checkbox was appearing when defining new Equipment Event Type Setup and Personnel Event Type Setup records. The System Type flag is used internally by MoversSuite. (6426)

Integrations Fixes

    • UniGroup AOM Registration Send can blank out phone numbers
      UniGroup AOM Registrations Sends that do not include the phone number will no longer blank out existing phone numbers on the order (refer to UniGroup Downloads). (6468)

Claims Fixes

    • Task due date not set on certain dependency date type
      The Due Date for a claim (visible within the main Claim grid and within Claim Detail) was not being set on tasks associated to the Claim Settlement Assigned to Vendor Date dependency date (see Task Dependency Dates). (6755)

Payment Management Fixes

    • Auto Apply for invoices not working for some scenarios
      Negative items associated to service codes for an invoice were not showing in the Apply by Service dialog. These items, therefore were not included when auto-applying at the Invoice Level causing the Payment Balance to be non-zero when it appeared that all payments were satisfied. This Payment Application issue has been corrected. (6803)
    • Payment Balance not correct after upward adjust to fully applied Service Code Item
      When an upward adjustment was made to a fully applied item, the Payment Balance was not correct. The Payment Balance now updates correctly at all times (see Payment Application). (6793)
    • CSV Import not apply when driver number exceeds seven characters
      The application was not automatically applying to a vendor’s account on a CSV Import when the driver number exceeded seven characters. The Driver Number field has been increased to accommodate the largest possible driver number (15 characters; refer to the Driver Number filed in the Dispatch tab of Personnel Setup). (6504)

Payment Management & Revenue Entry Fixes

    • Reversals to commissions in MoversSuite causing incorrect Commission Statement
      Adjustments and reversals to commissions through MoversSuite were causing the Commission Statement to display incorrect data. MoversSuite was creating extra apply to documents that caused this problem; MoversSuite has been modified to no longer include incorrect apply to documents. (6787)
    • Reversing transactions already posted in Dynamics GP not apply to original transaction
      Recent changes to our ATIP integration with Microsoft Dynamics GP allowed for the process to handle multiple applies. However, if transaction that was already posted in Dynamics GP is reversed and then imported back into MoversSuite, the new transaction does not affect the original transaction. This issue has been corrected in this version of MoversSuite. (6775)

Tasks Fixes

    • Update Tasks to better utilize recent Labor Type changes
      The drop-down when selecting a Task User now displays each user along with their Role, which displays the role or roles assigned to the user through the Labor Type assignment within their Personnel Setup record. (6762)

Schema Changes




Here we feature two sections of videos. The first section lists videos designed for the new user or as refresher courses. The second section contains videos on advanced topics that build upon the knowledge of the first section and are designed with insight so you can make the best of MoversSuite functionality. Click here to jump to the Advanced video listing.

Click on a title to view one of the many training videos we offer. Titles indicating “quiz enabled” are those in which you can optionally take a quiz or not; you are asked at the start of the video if you want to watch the video only or watch it and take the quiz.

New to MoversSuite or need a refresher course?

This section features videos to assist you in getting a good understanding of the basic functionality and usage of the MoversSuite application. Please see the advanced section below for videos on specific and advanced usage.

Account Profiles 7:30 4.4
AR Credit & Collections – Basic functionality and usage QUIZ 14:53 4.58
Bookmarks (Webcast) 23:12 4.98
Claims Processing I 18:16 3.12
Claims Processing II 18:00 3.12
Claims Processing III 18:22 3.12
Data Grids – Using MoversSuite Data Grids QUIZ 6:29 4.4
Data Grids – Using MoversSuite Data Grids (pt. 2) QUIZ 8:40 4.4
Data Grids – Copy from a MoversSuite Data Grids to Microsoft Excel 2:07 4.36
Document Management QUIZ 6:58 4.62
Find – Using the MoversSuite Find to retrieve orders 4:15 4.6
Find – MoversSuite Quick Find 2:43 4.4
Invoicing QUIZ 12:16 4.40
Local Dispatch Part 1 QUIZ 9:17 4.10
Local Dispatch Part 2 QUIZ 12:58 4.10
Local Dispatch Part 3 7:17 4.10
Long Distance Dispatch QUIZ 12:48 4.30
MoversSuite Administration 9:10 4.6
MoversSuite Administration – Defining Commission Plans 26:28 4.96
MoversSuite Administration – Merging Personnel Records 1:31 5.00.0
MoversSuite Administration – Tasks Administration QUIZ 23:50 4.64
MoversSuite Application – Online Help QUIZ 6:03 4.92
MoversSuite Application – MoversSuite Help 25:09 4.92
MoversSuite Overview Part 1: Order Entry Basics QUIZ 8:07 4.0
MoversSuite Overview Part 2: Local Services & Dispatching QUIZ 7:36 4.0
MoversSuite Overview Part 3: Revenue Entry Basics QUIZ 4:10 4.0
MoversSuite Overview Part 4: Basic Modules QUIZ 10:52 4.0
Order Information – Shipper Contact Information 3:58 4.58
Payment Management – Generic File Import (Webcast) 32:10 4.96
Payment Management (Webcast) 42:37 4.86
Payment Management – Payment Application Functions QUIZ 15:31 4.86
Payment Management – Payment Application Navigation 6:15 4.86
Payment Management – Voiding a Cash Receipt Batch (Webcast) 13:16 4.88
Quote Tool (Webcast) 21:50 5.01.1
Revenue Entry Basics Part 1 (Webcast) 25:54 4.58
Revenue Entry Basics Part 2 (Webcast) 21:51 4.58
Revenue Entry – Reductions (Webcast) QUIZ 15:46 4.64
Tasks – Working with Tasks to keep up on your to-do list QUIZ 10:16 4.54
Tasks – Using Tasks (Webcast) QUIZ 29:09 4.64

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Advanced Videos

This section features videos designed for users wanting to learn how they can use certain functionality to enhance their processes and efficiencies within the moving industry.

Quotes to Go Upload 3:20 4.2

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End of Year Dynamics GP clips

Below is a list of videos designed to ease you through your end of year processing.

  • 1099s
  • Fixed Assets Year-End Close for GP2010
  • How to create a new fiscal year
  • 2013 Payroll Year End for GP2010 (W-2 Data Source:pdf-icon GP Update:pdf-icon)
  • Year-End Close
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    These videos cover the updates made to specific versions of Microsoft Dynamics GP.

    • Dynamics GP 2013 Updates
    • Dynamics GP 2010 Updates
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      General Functionality

      These clips relate to end-of-year procedures, navigation and setting up new users or years.

      Title User Level
      1099s Advanced
      Fixed Assets Year-End Close for GP2010 Intermediate
      Macros Beginner
      Navigation Beginner
      New Fiscal Year Beginner
      New User Setup Beginner
      2013 Payroll Year End for GP2010 (W-2 Data Source:pdf-icon GP Update:pdf-icon) Beginner
      Year-End Close Beginner

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      Customers & Vendors

      These clips cover setting up new customers and vendor.

      Title User Level
      Customer Setup Beginner
      Customer Class Beginner
      Vendor Setup Beginner
      Vendor Class Beginner
      Vendor Maintenance Beginner

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      Payables Management

      These videos cover entering items, writing checks, voiding and reporting for A/P.

      Title User Level
      A/P Transaction Entry Beginner
      Edit Check Intermediate
      Edit Check Batch Intermediate
      Edit Check Build Batch Intermediate
      GP2010 Check Process Intermediate
      Manual Payments Beginner
      MSS Import Intermediate
      Master Posting Intermediate
      Select Checks Build Batch Intermediate
      Trial Balance Beginner
      Void Transactions Beginner

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      Receivables Management and General Ledger

      These videos cover entering and voiding A/R and GL transactions.

      Title User Level
      A/P and A/R Reconciliation Advanced
      A/R Transaction Entry Beginner
      Apply & Void AR Documents Beginner
      Budgets and Miscellaneous Routines Intermediate
      Customer Maintenance Intermediate
      Enter GL Accounts Beginner
      General Journal Entry Intermediate
      MSS AR Auto Apply Beginner
      Trial Balance Beginner
      Trial Balance & Reports Beginner

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      Bank & Smart List

      This section covers items related to bank reconciliation and Smartlist reporting.

      Title User Level
      Bank Deposit Entry Beginner
      Bank Deposits and Bank Reconciliation Beginner
      Bank Transaction Entry Beginner
      Enter Checkbooks Beginner
      SmartList Builder Advanced
      Smart List I Beginner
      Smart List II Beginner
      SmartList Designer Advanced

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      Financial Reporting

      This is an overview of using available tools to enhance your financial reporting.

      Title User Level
      FRx Reporting Advanced
      Management Reporter Beginner

      Top of the listing