Version 2021 R08 Enhancements

This section lists the enhancements made to MoversSuite.

Report Viewer Updates to Improve Performance

The Report Viewer has been updated to utilize a built-in document reader instead of relying on support for Adobe Acrobat or other default reader needing to be loaded on your system. The new reader works the same way as the prior reader did along with all the same features. You should not see a difference when viewing documents through the updated Report Viewer.

Figure 5: Sample storage invoice in Report Viewer

A new option is available to the Report Viewer that allows you to control how documents load into the reader pane. The  option displays as part of the report selection options and allows you to control whether documents load in the viewer pane or not by default.

Viewing Document Options:

If you wish to view just some of the documents without loading all of them, you can:

1.    Deselect the option ()

2.    Check just the items you wish to view

3.    Then select the option to load just those selected documents ()

The application stores the option you select when you exist the viewer. So, if you have the option deselected (), then the next time you access the Report Viewer the option will be deselected. This can save you quite a bit of time when managing a lot of invoices during a storage billing run, for example.

Note that this option is only available when multiple reports are generated. If you are viewing just a single report, then the option is not available.

Refer to the Report Viewer topic for more details.

Customer Statements: Improve Emailing Options

Several improvements have been made to improve emailing Customer Statements.

First off, you now have access to new Report Viewer options allowing you hide or display statements from loading in the view pane. Choosing to disable statements from loading can save time when viewing a large number of documents.

Figure 6: Report Viewer screen

Read the Report Viewer topic for additional information on these options.

The statement run and reprint options now pull the email address set for the customer within Microsoft Dynamics GP. If the email address is available, then the mail icon shows next to the customer within the selection pane of the Report Viewer.

Reporting options available allow you send one or more emails at a time. If the email address is available to the customer, then it is set as the primary recipient on the statement email.

Figure 7: Sample email for a Customer Statement

NOTE: The email address for the customer pulled into Customer Statements is from the “PRIMARY” address record set for the customer in Microsoft Dynamics GP. The entry can be found through Customer Maintenance and then through Internet Information. Set the E-mail to a valid email address of up to 201 characters. You can specify multiple email addresses in the field provided they are separated by a comma or semi-colon.

Your company can now customize the subject and body of the statement email that goes out.

The System Email Setup, which lists under the Accounting and Financial Services category in the Admin Tool, offers you a new Customer Statements option to control what the email looks like. And, you have the ability to include the Customer Balance, Customer Name, and Customer Number within the text of the Subject or Email Message.

Figure 8: New Customer Statements options within System Email Setup

Refer to the following topics for additional information:

Customer Statements

Report Viewer

System Email Setup

Forms Designer: Locations Bookmarks Added

Three new bookmarks are available to reference locations set on a Local Service on an Office & Industrial order.

The following three bookmarks are available under the Local Services category within the Forms Designer Bookmarks listing.

Each of the above bookmarks displays similar to the following example when rendered:

Location Description:  Main Pickup: South Warehouse

Contact:  Jeff Lynne

Building:  South Warehouse

Location Type:  Agent Warehouse

Address:

        5700 Warehouse Road

        Warehouse, WA 91390

Please note that these three bookmarks only render data from a service managed on an Office & Industrial move. They do work when generated through a Work Ticket form, but again, it must be an Office & Industrial order.

With this release, these three bookmarks are the only ones associated to the Local Services bookmark group, which is available when adding bookmarks to your forms through the Insert Bookmark dialog.

Figure 9: Insert Bookmark dialog

Prior to this release, there were a number of bookmarks attached to the Local Services group. However, these bookmarks truly only worked when rendered through the Work Ticket function, therefore they have been moved to their own group titled Work Tickets.

Figure 10: Insert Bookmark dialog

Any bookmark that was part of the Local Services group before and is now named Work Tickets will work as expected. You will not need to update your forms to re-add these. For example, if you referenced the “Service Dates (Local Services)” bookmark in your documents, then this bookmark will continue to work even though it is now named “Service Dates (Work Tickets).”

Reference the Local Services Bookmarks and Work Ticket Report Bookmarks topics for additional information.

Refer to the Forms Designer topic for an overview of bookmark usage.

BI Tool Updates

The following improvements have been made to the Enterprise BI Views affecting any queries you may have within your Enterprise BI system.

Crew Actuals View

The following changes have been made to this view:

NOTE: The GPSIn and GPSOut changes were implemented to correct an issue where multiple listings showed for each entry. Refer to the Fixes section below for more information.

Local Dispatch Grid View

The following changes have been made to this view:

Local Services View

The following changes have been made to this view:

Refer to the BI Tool and Enterprise BI Views topics for more details.