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End of Year Dynamics GP clips are available!

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

VIDEOS:
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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Click on a tab below to access our important announcements, information on our releases, or view our training videos.

Click on a version to view the details on the release and access version-specific Online Help, bookmarks, schema changes, system requirements, and more…

× 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.

Release: 4.58
Release Date: 10/04/2013
Announcements: None.
Known Issues:

    • Tasks will not work if your company has Labor Type records (defined in Personnel Setup) that exceed 16 characters in length (Ref. #6071).

Schema Changes: Yes.
Bookmark Changes: Yes.
Report Changes: Yes.
Enhancements:

    • Phone Number Ranking in Shipper Contact Information (see video below)
    • Right-click Options added to Tasks

Fixes:

    • Correct shipper phone number displays on report
    • Van and driver information update on a UniGroup Registration Send
    • Adding a claim with tasks caused an application error

Documentation:

Printable Release Notes

Videos:

× 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.

Release: 4.54
Release Date: 8/30/2013
Announcements: None.
Known Issues: Phone numbers entered for an order using a custom Shipper Phone Type Setup record do not display on reports.
Schema Changes: No.
Enhancements:

    • Save & Add Item Function Added to Revenue Group Screen
    • New Dates Added to Claims
    • Order Information in Revenue Entry Updated
    • SIT Out Date Updated on UniGroup Downloads
    • Import of Actual Amount on UniGroup Rating Sends
    • Set Actual Discounted Linehaul based on UniGroup Rating Send Type
    • Default Miles Available in Revenue Entry
    • Fields Added to Several Data Grids
    • Users Can Add a Note to a Task
    • Task Improvements: Updated Edit Task
    • Show All added to Workflow

See All Details

Fixes:

    • Additional Phone Info added to clipboard data on new leads/orders
    • Bottom Line Discount applies correctly on items imported for Work Ticket
    • All Work Tickets display in Revenue Entry
    • Original Due Date on Tasks not being overwritten
    • Add task note no longer overwrites others
    • Task performance issue has been corrected
    • Error was occurring when an order with tasks was cancelled or voided
    • Close button unavailable for Customer Statements
    • Name updated correctly for PSI:Capture documents imported into MoversSuite
    • MoversSuite is now fully certified by Avalara
    • EDI Confirmation now includes Extra Stop address
    • MoversSuite certified by Avalara for Sales Tax Integration
    • Address validation logic added to Sales Tax Integration
    • Additional setup values added to Avalara Interface Setup
    • Only US addresses validated by Sales Tax Integration
    • Users can open letter documents again
    • Automatic Email Service working
    • Add-back revenue being removed on group remove reductions
    • Original Due Date in Tasks is being set correctly

Documentation:
Release Notes Online Help Bookmarks Requirements Schema Changes
Printable Release Notes

× 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.

Release: 4.46
Release Date: 7/5/2013
Announcements: Windows Aero Theme needed for Windows 7 client machines and servers.
Known Issues:

    • Unable to open Microsoft Word documents from within MoversSuite.
    • Automatic Email Service not working.

Schema Changes: No.
Enhancements:

    • New dates added to Claims
    • Order Information in Revenue Entry Updated
    • SIT Out Date Updated on UniGroup Downloads
    • Import of Actual Amount on UniGroup Rating Sends
    • Set Actual Discounted Linehaul based on UniGroup Rating Send Type
    • Default Miles Available in Revenue Entry
    • Fields Added to Several Data Grids
    • Users can Add a Note to Task

See All Details

Fixes:

    • Hauling Agent must be present to overwrite MoversSuite data on a UniGroup Rating Send.
    • Error clearing out Point of Service field.
    • Error import documents on Windows Server 2012 is corrected.

Documentation:
Release Notes Online Help Bookmarks Requirements Schema Changes
Printable Release Notes

× 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.

Release: 4.44
Release Date: 6/21/2013
Announcements:

    • Duplicate web user no longer allowed.
    • Other Phone data converted to a note.
    • Microsoft Office 2013 compatible.

Known Issues:

    • Users will be unable to generate Customer Statements.
    • Automatic Email Service not working.

Schema Changes: Yes.
Enhancements:

    • Customer Contact update
    • Undo complete/NA tasks
    • Additional fields added to Tasks

See All Details

Fixes:

    • An issue that caused the import process to fail on SharePoint documents when multiple services exist for a Work Ticket has been corrected.
    • The shipper name in the contact form (Name, Address, Phone) now displays ampersands correctly.
    • When adding or copying a task, the User Type in Add Task was not be set.
    • Save button was disabled when a task due date was manually entered in Add Task.
    • An issue where we imported the county field values incorrectly during a SIRVA Download Request has been corrected
    • Load dates are now being set correctly during a UniGroup Rating Send.
    • MoversSuite now recognizes a Dispatch Status of “0”
    • MoversSuite was returning an error when attempting to send an advance to Comdata when the FTP directory was empty.
    • All orders created through the Atlas SUDS Order Download will be associated to a van line.
    • Invoice notes will only be available for invoicing when the note is for an EDI Customer.
    • Trip Weight in Long Distance Dispatch will now be computed based on Estimated Weight if the Hauled Weight of the order is not set; the application checks the Hauled Weight first and if it’s not set, then the Estimated Weight is referenced.
    • Errors found in a report subroutine (subMSTransactionsGrid) have been fixed. This subroutine affects MS Order Transactions Report and MS Transactions by Order Report.
    • We updated all reports to reference the Estimated Weight of the order if the Hauled Weight is not set
    • The Other Phone Information field has been removed from the Name, Address, Phone tab and from several reports as well.
    • The application now builds account transactions for a billing run using the AR Branch instead of the branch associated to the warehouse.
    • The application now pulls in the Estimated Weight of the order for ratings on local service request based on a weight value (see Add Local Service).
    • Attempting to adjust a third party item that has been invoiced was causing an error. This has been fixed.
    • We fixed an issue where a Revenue Group with the Invoice flag set was not automatically being included on the invoice.
    • An issue where the incorrect GL was set for third-party payables on Distribution Sends has been corrected.

Documentation:
Release Notes Online Help Bookmarks Requirements Schema Changes
Printable Release Notes
Videos:
Customer Contact Advanced Interfund Invoicing with Avalara Military EDI Integration

× 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.

Release: 4.36
Release Date: 4/26/2013
Announcements: MoversSuite is compatible with Microsoft Office 2010 and other Microsoft operating systems.
Known Issues: None.
Schema Changes: Yes.
Enhancements:

    • We added a Manager Cap Amount setting to Advance Setup. This field allows a manager to advance up to the amount set for the cap. This applies to each advance and not to each order or trip.
    • The Move Type Group field is now a required setting within Move Type Setup. Additionally, a default group of “Not Mapped” has been provided by MoversSuite.
    • Sales Tax Integration Added.
    • Payee Code Required for EDI Invoices
    • Invoice Note on Line Items
    • Location Added to Point of Service

See All Details

Fixes:

    • Issue with the incorrect phone numbers and Discounted Linehaul being referenced by the Atlas SUDS Order Download have been corrected
    • The contact email address has been added to the Atlas SUDS Order Download. The Email field within the Name, Address, Phone tab will be populated during the import.
    • Date conversion issue that affected date fields through a Atlas SUDS Order Download has been corrected.
    • MoversSuite no longer generates a Self Haul update on a Atlas SUDS Order Download.
    • Ratings imported on own authority orders are now available for invoicing; prior to this change, ratings for own authority orders did not show within New Complete Invoice since there was no vanline code associated to the order.
    • Rating Send will now ignore weight fields that come in blank from UniGroup.

Documentation:
Release Notes Online Help Bookmarks Requirements Schema Changes
Printable Release Notes

× 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.

Release: 4.30
Release Date: 4/2013
Announcements:

    • Microsoft Dynamics GP 2010 Required
    • Disc Space Needed for Document Management
    • Script Run Prior to Upgrade
    • ATIP Upgrade Needed
    • IBM MQ 7 Needed for UniGroup Agents
    • Support Ends at SQL Server 2005

Known Issues: None.
Schema Changes: Yes.
Enhancements:
General:

    • Administration Tool Redesign
    • User Password Change
    • Document API Service
    • Atlas Integration Added
    • Military EDI Invoice Integration Added

Move Management:

    • Shipment Status Added
    • Refresh Added to Long Distance Dispatch
    • New Haul As Option
    • Reassign Task to Different User
    • Enhanced Duplicate Order Functionality
    • ETA and Assigned On Dates Added
    • Origin and Destination Agents Added to Dispatch

Payment Management:

    • Enhanced Statement Import

Revenue Entry:

    • Ratings Added to Revenue Group
    • Allocation Percentage Set within Revenue Import Grid
    • Changes to Third Party Payables
    • Reduce a Reduction by Other Reductions
    • New Mileage Fields
    • New Weight Fields

Connections:

    • Actual Load Date included in UniGroup Dispatch Download
    • Tariff/Rate included in UniGroup Registration Download
    • Fields Added to XML Import Process
    • Rating Data Added to UniGroup Rating Send
    • Custom Microsoft Dynamics GP Updates

See All Details

Fixes:

    • Document Viewer Error
    • Dispatch Note Expanded

Documentation:
Release Notes Online Help Bookmarks Requirements Schema Changes
Printable Release Notes
Videos:
Release Overview General Changes Move Management Changes Revenue Entry Changes MoversSuite Administration

× 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.

Release: 4.6
Release Date: 7/2012
Announcements:

    • Due to software translation changes resulting from the Quotes To Go (QTG) Opportunity Download implementation, we are requesting that all Third Party Errors be resolved prior to the upgrade. Refer to the Third Party Application Error Management topic for more information.
      During the upgrade, we will clear out all Third Party XML Import Errors (XmlImportError table).

Known Issues: None.
Schema Changes: None.
Enhancements:

    • Quotes to Go Opportunity Download
    • SIRVA Registration Upload Includes Full Pack Indicator

See All Details

Fixes:

    • We corrected an issue where the application produced an error when the New Customer field was cleared out in the Chargeback Apply.
    • We now default the AR Division as we do for the AR Branch. For revenue imports from a van line, the AR Branch and Division default to what is set for the revenue item in the Revenue Branch and Division fields. When importing revenue under own authority or when manually entering revenue, we default the AR Branch and Division based on the Branch and Division set for the order.
    • We fixed an issue where the reduction add back items contained the wrong AR Branch and Division when inter-company (own authority) was in effect.
    • A field overlapping issue that occurred when the Order Information (Revenue Entry) tab expanded has been fixed.

Documentation:
Release Notes Online Help Bookmarks Requirements
Printable Release Notes

× 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.

Release: 4.4
Release Date: 3/6/2012
Announcements:

    • DMicrosoft .NET Framework 4 is required for this release. Download this version from the .NET Framework Developer Center.

Known Issues: None.
Schema Changes: Yes.
Enhancements:

    • Agent Percentage by Authority
    • AR Branch on Transactions
    • Clear and Decline Multiple Services at a Time
    • Customer on Revenue Import
    • Customer on Transactions
    • Default Authority
    • Email Added to Sales Lead Screen
    • Multiple-Select Claim Items
    • Quotes to Go Upload
    • Reductions Updates
    • Support of Microsoft Dynamics GP 2010
    • TransDocs Upload Supports PDF Documents

See All Details

Fixes:

    • Branch of the order must match one of the branches assigned to the employee before they can be assigned to the order when applying an Account Profile. Prior to this release, branch assignment was ignored when an Account Profile was assigned to an order.
    • WMilitary Information screen was displaying the incorrect Origin and Destination bases in Claims.
    • An issue where no Invoice Header and Payment Remittance data would appear on Customer Statements if the Default Branch of the user references a branch with no Contact information has been corrected.
    • The Document Management Viewer no longer produces an error when attempting to load documents for an order that with more than two segments associated to it.
    • Branch column added to the data grid in both Document and Distribution tabs in Dynamics GP Order Inquiry.
    • Hotkeys assigned to all screen functions throughout the application.
    • Renamed the Container/Liftvan/Airbox Information to Container/Lift Van/Airbox Information.
    • Labels were not reverting back correctly when user switched Transport Mode between “Air” and “Sea” types and then cancelled the edit within Shipping Information.
    • An issue where not all available revenue was displaying in the left selection grid in New Complete Invoice and New Supplemental Invoice has been fixed. See Invoicing for more information.
    • An Local Dispatch issue where a user double-clicks on crew or equipment column headings automatically assigned the top record displayed in the grid has been fixed.
    • An issue where a new trip created through the right-click option of Change Trip (Alt+C) from within the Current Driver Activity tab disappears has been fixed.
    • The text of the tool tips for buttons to access the Carrier Information and Base Information in Bases section of Military/Government has been set.
    • Order numbers are no longer allowed certain characters that have the potential to cause problems elsewhere in MoversSuite or through an interfacing application.
    • The Apply Wizard in Payment Management was incorrectly displaying branches with no posted revenue.
    • An ampersand (‘&’) in the Service Provider for Claim Items was displaying as an underscore (‘_’).
    • An issue with the user being unable to save, print, or email from within the Report Viewer has been fixed. This occurred when running Reporting Services 2008 R2.
    • MS Order Transactions report was producing a “sub report cannot be shown” error.
    • Fixed a condition in the BAT process that produced a 1041 error
    • The Save & New option was restricting user access to enter Gross Charges or an Invoice Amount directly within Add Revenue Item.
    • An issue with the name of the Vendor not displaying after the user selected a record using the Vendor Find has been corrected. Refer to Add Third Party Item for more information.
    • We added the Shipment Type field to the Order Information (Revenue Entry) tab.
    • Edit Commission locking issue has been fixed.
    • The country code from SIRVA was causing download failures since it contains more data than the MoversSuite Country Code allows. The country code was removed from the download process since it’s not needed.
    • Users can now sort by column heading when making a selection within the Stored at field within the SIT Information screen.
    • An issue has been fixed where users with read only access to Recurring Billing were unable view storage items.
    • A billing item is links to a billing run that is in an error state, the application disabled the View buttons in Billing Items and the New button to create a new Billing Record. The application was modified to not disable these two functions when associated to a billing run in error.
    • Net reductions from a rating send now import as an Invoice Amount; due to the van line computing the net reduction as gross amount less discounts, i.e. the invoiced amount.

Documentation:
Release Notes Online Help Bookmarks Requirements Schema Changes
Printable Release Notes

Videos:
General & Sales Lead Changes Local Dispatch Changes Revenue Entry Changes Revenue Reductions Changes Claims Changes Quotes to Go Upload Enhancement


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.

TITLE QUIZ TIME VERSION
Account Profiles 7:30 4.4
AR Credit & Collections: Basic functionality and usage QUIZ 14:53 4.58
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 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
Shipper Contact Information 3:58 4.58
Tasks – Working with Tasks to keep up on your to-do list QUIZ 10:16 4.54

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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.

TITLE QUIZ TIME VERSION
Quotes to Go Upload 3:20 4.2
Reductions QUIZ 15:46 4.64
Tasks I – Administrating Tasks QUIZ 23:50 4.64
Tasks II – Using Tasks QUIZ 29:09 4.64

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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.

VIDEOS:
  • 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
  • Top of the listing


    Versions

    These videos cover the updates made to specific versions of Microsoft Dynamics GP.

    VIDEOS:
  • Dynamics GP 2013 Updates
  • Dynamics GP 2010 Updates
  • Top of the listing


    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

    Top of the listing


    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

    Top of the listing


    Payables Management

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

    Title User Level
    A/P Transaction Entry Beginner
    Apply & Void A/P Documents 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

    Top of the listing


    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 Auto Apply Beginner
    Trial Balance Beginner
    Trial Balance & Reports Beginner

    Top of the listing


    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

    Top of the listing


    FRx Reporting

    This is an overview of how FRx is used for financial reporting.

    Title User Level
    FRx Reporting Advanced

    Top of the listing