Note

This tab combines many of the fields from Order Information imported to the revenue processing process. 

Field/Function

Description

Shipper Contact Information

Last Name/Company Name

Enter the last name or company name of the shipper (up to 26 characters).

First Name/MI

Enter the first name of the shipper (up to 16 characters). 

Email

Enter the email address for the shipper (up to 120 characters). 

Once the record is saved, users can click on the email address set here and the application will evoke the system default mail utility (such as Microsoft Outlook) placing the email address set here as the message recipient.

Phone Numbers

Select a phone type and enter the corresponding phone number for each contact phone number provided for the shipper. 

Phone types are defined with Shipper Phone Type Setup and affect several imports including those from Atlas, SIRVA, and UniGroup.

Phone Numbers for most phone types affect Bookmarks data (see Order Information Bookmark Fields).

Press the phone icon  to access Phone Number Entry drop-down menu.

Use a right-click option to remove a phone number.

Figure 3: Right-click option to remove a phone number entry

Users can rank phone numbers to give them a priority in the listing.  Lowest numbers appear at the top of the listing and non-ranked numbers list after the ranked ones.

Figure 4: Phone number ranking

Actual Load Date

Enter the actual date of the load for this order (also managed in the Actual tab in Move Information).

Actual Delivery Date

Enter the actual date of delivery for this order (also managed in the Actual tab in Move Information).

Division

View/update the division from the list.  See Divisions for more information.

Customer

Customer

Select the customer billed for the item using the drop-down menu selector or by using the Customer Find.  Users can choose to view the customer by their name (default) or By Number.

Note:  Manage customer records through Microsoft Dynamics.

Bill To Address (Alt+B)

This section displays the billing address for the selected customer.  Press Bill To Address button to open the Choose Billing Address screen where a user can select a different address to bill.

Moving From

This section displays the address assigned to the order within the Moving From section in Name, Address, Phone.

Moving To (Primary)

This section displays the address assigned to the order within the Moving To – Primary section in Name, Address, Phone.

Moving To (Secondary)

This section displays the address assigned to the order within the Moving To – Secondary section in Name, Address, Phone.

Revenue Clerk

Select a clerk responsible for processing revenue for the order.  This setting is also accessible through Billing Information.

Note:  Revenue clerks are employees with a Status of ACTIVE and a Labor Type of Revenue Clerk within their Personnel Setup record.

Note: The Type of Move, Commodity, and Authority fields are integral to building the correct general ledger number in posting revenue.

Type of Move

View/update the move type assigned to the order.  This setting determines how the revenue of a move request is processed.  See Move Type Setup for further information.

This setting is also accessible through the Type of Move field in Move Information.

Commodity

View/update the commodity assigned to the order.  The commodity determines how general ledger accounts are defined for transaction processing. 

This setting is also accessible through Move Information.

Authority

View/update the authority assigned to an interstate or intrastate order.  The authority can be set to either Own Authority if the moving company is responsible or Van Line if the responsibility of the move is through a van line.

This setting is also accessible through Move Information.

Shipment Type

Enter the shipment classification from the list defined within Shipment Type Setup.  This field setting is integral to processes involving data exchange between third party applications, such as SIRVA, UniGroup, and TransDocs.

Note:  Reference the Tariff/Rate and Contract settings for data related to rating of local services

Tariff/Rate

Set the tariff or rate assigned to the order.  This setting represents the tariff for van line rating imports or a rate when computing revenue and billed services internal to MoversSuite.  See Rate Plan Setup for more information.

This setting is also accessible through Billing Information.

Contract

View/update the contract assigned to the order.  This setting is the local tariff or national account contract number used for an own authority order (up to 12 characters).

This setting is also accessible through Billing Information.

Reduction Profile

Select a profile from the available list (Reduction Profile Setup) to generate reductions on revenue associated to this order.

This setting affects revenue through Add Revenue Group and Add Revenue Item (see Transactions also).

Note: This field is only visible if values are defined within Reduction Profile Setup.

Bill Date

Enter the date that all billing is complete for an order (typically occurs when the Order Status is changed to Completed). 

Refer Date Fields for data entry information.

See the Orders Billed Report for a detailed listing of reports based on a Bill Date range.

Invoice Requirement

This option allows the user to determine whether the order will display on the Orders with Revenue not Invoiced report or not.  See Invoice Requirements Setup for details.

This setting is also accessible through Billing Information.

Order Personnel (Alt+P)

This function opens the Order Personnel screen allowing the user view personnel assignments for the order.

Commissionable Employees

Commissionable Employees

This section displays the personnel associated to the order that are eligible to receive a commission based on services completed for the order. Only employees listed here are eligible for a commission.

The tab displays the name of the employee along with their assigned labor type (in parenthesis).

View the Employee Commission Plans Report to see a list of employees by labor area along with their vendor and commission plan settings.

Work Tickets

Work Tickets

Work Tickets

This section displays the local services for this order that have actual entered for them through the Release Work Ticket screen.

See Update Containers, Packing and Unpacking for more information.

Note: A count of items displays within the button text.

Enter Service Actuals (Alt+N)

Use this option to access the Release Work Ticket screen for the selected item.

Third Party Services

Third Party Services

Third Party Services

This section displays the third party services created for the order through Third Party Services.

Note: A count of items displays within the button text.

Add (Alt+A)

Open the Add Third Party Item screen using this option.

Edit (Alt+I)

Open the Add Third Party Item screen in edit mode for the selected record using this option.

Delete (Alt+D)

This option removes the selected record permanently after prompting the user to confirm the request.

Extra Stops

Extra Stops

This section displays Extra Stops associated to the move request. 

Note:

A count of items displays within the button text.

Add (Alt+A)

Open the Add Extra Stop screen using this option.

Edit (Alt+I)

Open the Add Extra Stop screen in edit mode for the selected record using this option.

Delete (Alt+D)

This option removes the selected record permanently after prompting the user to confirm the request.

Additional Charges

Additional Charges

This section displays Additional Charges placed on the order.

Note: A count of items displays within the button text.

Add (Alt+A)

Open the Add Charges screen using this option.

Edit (Alt+I)

Open the Add Charges screen in edit mode for the selected record using this option.

Delete (Alt+D)

This option removes the selected record permanently after prompting the user to confirm the request.