Past Versions Information

Printable Release Notes

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

MoversSuite is compatible with the following:

Microsoft Dynamics GP 2015 R2 (with ATIP Build 14.0.1)

Microsoft Dynamics GP ATIP Build 14.0.1

Refer to the following for information regarding additional requirements you may need to support Microsoft Dynamics GP 2015:

System Requirements for Microsoft Dynamics GP 2015

View the MoversSuite Compatibility topic for a list of products compatible with MoversSuite.

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2 (with ATIP Build 12.0.23)

Microsoft Dynamics GP ATIP Build 12.0.23

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

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.33 Overview Video

Watch this video to see an overview of the changes we made at this release.

Local Services now a full function grid

The Local Services grid is now full-functioning, which means you can group, sort, filter, select visible columns, and more. Further, the state of the grid is saved, so the changes you make to the display remain the next time you access the tab.

Figure 5: Local Services tab

Refer to the Data Grids topic for more information on the features and function available through MoversSuite grids.

This section lists any fixes made to MoversSuite for this release.

General Fixes

Task Priority setting added to Add Task dialog

When adding or copying a task (Add Task), you now have the option to set the Task Priority.  (7787)

Figure 6: Add Task dialog

Refresh Tasks option moved

We moved the Refresh Tasks button within and in to be the lowest listed function on the right-side of the screen. Prior to this fix, the Set Priority option was the lowest and we found that this interrupt many of our customer’s workflow. (7788)

Figure 7: Refresh Tasks button

Payment Management Fixes

Previously generated payments showing incorrect balance

A display issue has been corrected that was causing the Payment Balance to be incorrect. MoversSuite was pulling data into the apply grid for transactions that were already generated, the transactions all posted correctly, but an incorrect amount displayed for the Payment Balance on the order. MoversSuite no longer pulls in data from Microsoft Dynamics GP if the detail item is posted or voided. (7636)

Revenue Entry Fixes

Auto commission no longer gives warning when commissionable party exists on multiple sub orders

Prior to this fix, revenue on an order with sub orders associated to it and the same commissionable party, i.e. salesperson, resulted in an error that auto commissions will results in more 100% commission. This error was due to the customer on the order not being verified when imported through a CSV Import. MoversSuite now verifies the imported customer and therefore allows commissionable parties to exist on multiple sub orders.

(7613, 7665)

Commissionable employees no longer show for archived orders

We corrected an issue that allowed users to select commissionable employees from archived sub-orders. This affected the list of Commissionable Employees and those available for commission assignment within Add Revenue Commission.

(7807)

Schema Changes Version 5.33

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Interactive MoversSuite database schema (5.33)

Printable Release Notes

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

MoversSuite is compatible with the following:

Microsoft Dynamics GP 2015 R2 (with ATIP Build 14.0.1)

Microsoft Dynamics GP ATIP Build 14.0.1

Refer to the following for information regarding additional requirements you may need to support Microsoft Dynamics GP 2015:

System Requirements for Microsoft Dynamics GP 2015

View the MoversSuite Compatibility topic for a list of products compatible with MoversSuite.

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2 (with ATIP Build 12.0.23)

Microsoft Dynamics GP ATIP Build 12.0.23

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

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.32 Overview Video

Watch this video to see an overview of the changes we made at this release.

Delete Files from Document Management

You can now remove documents through a right-click option within the Document Management Viewer.

Figure 8: Document Management Viewer

We added this feature to allow your company to remove documents from the library for reasons such as the document was attached to the wrong order, the document contains sensitive information – such as credit card number, or the document is already liked linked to a different order.

Once the document is deleted, it cannot be recovered. A warning prompt appears to a user attempting to delete a file. It requires that the user selects a reason for deleting the document.

Figure 9: Select a Reason dialog

MoversSuite keeps a historical record of the document and provides you with the option to view the information on deleted files. This options is available through a right-click menu.

Figure 10: Right-click options available through the viewer

When viewing deleted files, MoversSuite indicates that you are in a mode where you can only view information on the deleted files. To view this information, open the Properties screen and new data capturing the reason for the delete, the MoversSuite user that deleted it, and the date and time that the delete occurred.

Figure 11: Properties screen

Administrators can assign values that users select from when deleting a file. The new Document Deletion Reason Setup allows your company to set what values a person can choose from for the reason behind deleting a file.

Figure 12: Document Deletion Reason Setup

Processed Queue Service Message Files in Separate Folders

MoversSuite now provides you with a Queue Service Setup that allows your company to optionally create individual folders for each supported message type through the queuing services provided by MoversSuite.

Administrators can specify the directory path for the message files through the Export Path setting within Queue Service Setup.

Figure 13: Queue Service Setup

Order History field list updated

MoversSuite now tracks changes for the following fields through the Order History functionality:

This section lists any fixes made to MoversSuite for this release.

Dispatching Fixes

Apply branch security to edit services in Local Dispatch

Dispatchers must have “Full” branch security privileges to the Order Information module to be able to add or edit services associated to the branch of the service. MoversSuite now enforces this within Local Dispatch as a result of stored procedure error related to the “spServType Field ‘Units’ not found” error. (7723)

General Fixes

Order History no longer causing errors

We corrected issues regarding the Order History functionality. Now, the auditing process will operate quicker and will no longer show errors such as “There was a problem saving the current order…” and “Row cannot be located for updating…” (7751)

Track address changes made through EDI Invoicing

MoversSuite now tracks the destination address changes made through the EDI Confirmation dialog within Order History. (7752)

National Account can be changed

With recent changes to add an Inactive flag to the National Account, we inadvertently caused an issue in in place where you can choose to set the account by either name or number (By Number option). You can now change the Account field within the Billing Information and Billing Information (Revenue Entry) tabs. (7742)

Payment Management and Cash Receipts Fixes

Payment Refresh working immediately

An issue with the Refresh option within Apply by Service has been fixed. Now when a user presses Refresh, the changes it makes to clear any amount or adjustments made appear immediately in all other Payment Application areas, including the Apply by Service and Statement Import Detail screens. (7754)

Apply amount removed after order deletion

We corrected an issue where the amount applied to a cash receipt payment at the order level was not being cleared when the order was deleted from the payment. Now when an order is removed from a cash receipt payment, we clear out all statement details associated to the order for the payment. (7725)

Revenue Entry Fixes

Commissions can be added to existing revenue items

When adding a commission to an existing revenue item through the Add Item menu in Transactions, users received a program error related to amount fields not being set correctly. Now these amount fields are set correctly and users can add commissions to existing items. This issue did not affect commissions created through the Save & Add Commission option or those created through the auto-commissioning functionality. (7750)

Schema Changes Version 5.32

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Interactive MoversSuite database schema (5.32)

Printable Release Notes

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

MoversSuite is compatible with the following:

Microsoft Dynamics GP 2015 R2 (with ATIP Build 14.0.1)

Microsoft Dynamics GP ATIP Build 14.0.1

Refer to the following for information regarding additional requirements you may need to support Microsoft Dynamics GP 2015:

System Requirements for Microsoft Dynamics GP 2015

View the MoversSuite Compatibility topic for a list of products compatible with MoversSuite.

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2 (with ATIP Build 12.0.23)

Microsoft Dynamics GP ATIP Build 12.0.23

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

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.31 Overview Video

Watch this video to see an overview of the changes we made at this release.

Order History

A new Order History screen is available allowing you to view changes that affect key data on an order. The new screen is available through the new Order History option within the Tools Menu.

Data tracked for an order include what field changed, the value it changed to, the person or process that made the change, and when the change the occurred.

Visit the Order History topic for a complete list of data tracked within the Order History screen.

Figure 14: Order History screen.

Import quote items as Revenue Groups

If you wish to import items from a quote and have them show up in the Transactions tab as a Revenue Group, then you now have the As Group option within Revenue Import, that when checked, instructs MoversSuite to create a revenue group (instead of a revenue item).

Figure 15: Revenue Import tab

Transactions grid data preserved when changes are made

Prior to this release, if transactions were added, removed, or edited, the grid data collapsed all entries and lost focus on the selected record. Now when changes affect the Transactions grid, we preserve the state that the grid was in prior to the change, including highlighting the record that was selected before the change.

More Save options added to Add/Edit Revenue Item

We replaced the Save & Close and Save & New options within Add Revenue Item with a single Save
button that, when pressed, produces a menu containing the following options:

Figure 16: Add Revenue Item screen.

Task Prioritization

Tasks users now have the ability to prioritize tasks displaying in either the Tasks tab or within the Workflow tab within the Tasks module.

Figure 17: Tasks tab

A new column and option is available. The Priority column displays the current priority that you can change through the Set Priority option (available through the right-click menu and new button) on one or more selected tasks. With this new data, you can group, sort, and filter by priority allowing you to better manage a large list of to-do items.

The default task settings are maintained by administrators through Tasks Setup.

Figure 18: Edit Task dialog within Tasks Setup

The following Property values are available:

Shipment Status action to set SIT Out dates

Users can now set the SIT Origin Out Date and SIT Destination Out Date fields through the Set Shipment Status dialog.

Figure 19: Set Shipment Status dialog

These two dates are available when assigned to status values through Shipment Status Setup and update corresponding actual dates within the SIT Information section.

Document File Path save to user settings

MoversSuite now stores the file path of the last saved document to the Document Management Viewer to the database for each user. Prior to this release, the file path was stored to the computer registry, which isolated the information to one environment. Now, the default file path that appears when a user attempts to add a path is always associated to their login record.

Fields added to the Tasks grids

The following fields were added to the data grids within the Tasks tab and within the Workflow tab, allowing users to sort, group, and filter on their respective values.

Void services with a Work Ticket

Services with work tickets can now be voided. A service can be voided through the new, right-click option of “Void Work Ticket” within in the Dispatch Center. When a service with a Work Ticket is voided, all services associated to that ticket are also voided.

Figure 20: Dispatch Center

A voided services is removed from the Dispatch Center grid, but will remain visible within the Local Services tab. Voided services display with a Status of “Voided.” Voided services cannot be edited, cancelled, or re-sent to dispatch through Local Services.

A new option allows you to view a voided Work Ticket report. The new Work Tickets button is available to users within the Local Services tab. When a voided Work Ticket is produced, the word “VOID” appears prominently on the top of the report.

Voided services continue to display in the Work Tickets tab within Order Information (Revenue Entry) tab. You will, however, not be able to import revenue actuals (through the Import Actuals button within the Transactions tab).

Fields added to Local Services and Local Dispatch grids

The following data fields were added to the data grid within the Local Services tab:

The following fields were added to the data grids within the Requested Services screen and the Dispatch Center tab.

This section lists any fixes made to MoversSuite for this release.

Administration Fixes

Default Labor Type removed

When a Personnel Setup record was duplicated on a prior release of MoversSuite, the default Labor Type setting was removed from the original (copied from) record. Now, when a personnel record is duplicated by administrators, the original record remains unchanged. (7685)

Integration Fixes

Go to Order option added to Third Party error screen

You can now open the order associated to a third party error by using the new Go To Order option within the Third Party Application Error Management screen. This option is available by right-clicking on the record. (7690)

Figure 21: Third Party Application Error Management screen

Identifying SIRVA QLAB Lead Uploads

For those integrating with the SIRVA QLAB system, we have a change to the system that allows for easier identification of the process in error within the Third Party Application Error Management screen. As of this release, a new Application Data Type of “Qlab Lead Upload” will display when errors affecting a lead upload are encountered. Errors associated to a download from SIRVA QLAB will continue to list under the existing “Qlab Order Information” type.

A XLM System Data Type Map value of “Qlab Lead Upload” must be defined for the “Qlab” Interface within XML System Setup. MoversSuite provides an install script with this release that automatically adds this data type to the “Qlab” interface record, if one exists. (7691)

SIRVA QLAB Download Error 2010 Update   

When the application receives Error 2010 during a download from the SIRVA QLAB system, it now contains the identifier necessary to identify and open the order associated to the error. (7692)

Import Leads from QLAB

MoversSuite now has the ability to import a Lead from SIRVA QLAB in addition to the SIRVA Opportunity import available on previous releases. Both the Lead and Opportunity are tracked, so that if a Lead does turn into an Opportunity, the application matches the information to the original Lead and updates MoversSuite accordingly.

(7722)

Invoicing Fixes

Improved Invoice Generation Locking

We improved the locking that protects an invoice from being deleted inadvertently when multiple users happen to be accessing the same invoice or draft. MoversSuite now produces additional errors when multiple users happen to be accessing the same invoice.

MoversSuite also has the following disclaimer in regards to invoicing.

(5945)

Order Information Fixes

Job Costing calculations triggered when Bill Date is set

When the Bill Date on an order is set, MoversSuite now re-calculates the Gross Margin and Profit/Loss values within the Job Costing of an order based on the actual set. (7694)

Payment Management Fixes

Improved SQL error handling when generating payments

SQL errors encountered during the transaction generation process are now captured and the exceptions recorded to the Error Report Log. In the specific case that was brought to our attention, a manual Payment Management batch entered indicated that the statement was posted, however transaction were not actually generated. (7683)

Incorrect payment description

When a cash receipt payment is associated to an order and the order is deleted, the description for the payment is now updated. Prior to this fix, the payment description still indicated the deleted order within the Detail Processing tab. (7656)

Revenue Entry Fixes

Reduced Invoice Amount no long being rounded

An issue uncovered with the last release caused the Reduced Invoice Amount (computed on the Add Revenue Group screen) to round up to the nearest whole dollar amount. The application now calculates the accurate Reduced Invoice Amount. (7696)

Schema Changes Version 5.31

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Interactive MoversSuite database schema (5.31)

Printable release notes (5.29)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.23

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

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.29.0 Overview Video

Watch this video to see an overview of the changes we made at this release.

Select and apply group functions to multiple Revenue Groups

You can now select multiple Revenue Groups within the Transactions tab and utilize the Group Functions on the selected groups, including the ability to add commissions and reductions for all revenue items listed for each group.

Figure 22: Transactions tab

SIT Information added to UniGroup Import

The UniGroup Registration Send (REGI) now include SIT information the origin and destination SIT locations (refer to UniGroup Registration Downloads for more information on UniGroup imports).

The following data can be set within the Origin and Destination sections within SIT Information through a UniGroup Registration Send:

Authorization

Days

SIT In Date (Estimated)

SIT Out Date (Estimated)

Stored At (Agent)

Improved Find using Invoice Number

When you search by Invoice Number, you will notice that the Invoice Number and Invoice Date columns automatically appear in the Find search results grid. Further, the grid sorts by the Invoice Date, listing the most recent invoices at the top.

When not searching by the Invoice Number criteria, the Invoice Number and Invoice Date do not appear in the grid.

This change affects Find screens utilizing the Order Information Search Criteria.

This section lists any fixes made to MoversSuite for this release.

Integration Fixes

UniGroup Quotes to Go Download crating data updated

When crating information is included in a UniGroup Quotes to Go Local Estimate Download, we now set the dimensions to “0” (zero) if they are not specified. Prior to this release, if crating data was not specified, yet included in the download, the fields indicated “NaN”, which caused the import to fail. (7591)

Added ability to reprocess orders with third party UniGroup Memo Pad errors

We corrected an issue that occurred when a new order was imported containing Memo Pad errors. The errors were not cleared correctly, preventing the order from showing up as available to be reprocessed. Now, when these errors occur, the order remains in the Third Party Application Error Management screen to be reprocessed. (7589)

Quote Number column removed from Find results

You can only use the Find to search by a specific quote number, therefore it did not make sense to have the Quote Number display in the search results grid. The Quote Number column no longer appears in the search results of a Find. (7587)

NO SCHEMA CHANGES FOR THIS RELEASE

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.29)

Printable release notes (5.28)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.23

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

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.28.0 Overview Video

Watch this video to see an overview of the changes we made at this release.

Save & New added to Add Revenue Group

Based on the increased need to establish more revenue groups to the system, MoversSuite now offers you the ability to quickly add a new group through the Save menu. This new menu appears at the bottom of the Add Revenue Group screen and provides the additional option of creating a new group.

Figure 23: Add Revenue Group

Refer to the Save option description within the Add Revenue Group topic for usage and more information on these options.

Selected services more visually apparent in Local Dispatch

We updated the way in which selected services appear within Local Dispatch. Now, when you have records selected within the main Dispatch Center grid, they remain highlighted in blue when you go to select crew and equipment.

Figure 24: Dispatch Center

This section lists any fixes made to MoversSuite for this release.

General Fixes

The Task Changed On Date now displays actual time of change

Prior to this release, when the Task Changed On Date was set it included the actual date of the change, but it also included the time as “12:00 AM” in the timestamp. In order to document the change more accurately, we now set the time of the actual change.

In the example below, the time of the change actually took place at 11:35 AM on August 25^th.

Figure 25: Tasks tab

The Task Changed On Date appears within both the Tasks and Workflow tabs. (7568)

Integration Fixes

SIRVA Downloads: Multiple contacts on an extra stop no longer causing an error

MoversSuite does not support multiple contact records for an extra stop. When multiple contacts were included in a download from SIRVA, an error was thrown. To avoid the error and allow the download to process, we now reference the contact information from the first contact and ignore any others that may be associated to an extra stop. (5615)

Revenue Entry Fixes

Update to hold logic on advances

We updated the hold logic for advances. When generating advances, we check to see if there are commissions on the order for person being advanced. If there are commissions, then there is no hold on the advance. If no commissions do exist, then a hold is placed on the advance (7532).

NO SCHEMA CHANGES FOR THIS RELEASE

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.28)

Printable release notes (5.27)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.23

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

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.27.0 Overview Video

Watch this video to see an overview of the changes we made at this release.

Select and cancel multiple services

You now have the ability to select multiple Local Services and cancel them. Prior to this change, you were only allowed to select and cancel one record at time.

Of note, you can only cancel non-dispatched services that are not associated to a work ticket.

In addition to this change, the data grid within the tab now displays the earliest services at the top of the listing.

No duplicate invoices on generated third party payables

When adding or changing third party payables, you are no longer allowed to enter (or re-use) an Invoice Number for a vendor that has already been generated. This change affects Change Invoice and Add Third Party Item.

Of note, you can have more than one third party invoice number for the same vendor as long as all are non-generated and are all for the same revenue branch as that of the order; these invoices will all be combined into one when imported into Dynamics GP.

Add third party services from quotes

You now have additional fields available to you through the Add Quote screen allowing you to enter more information regarding a third party service. When you mark a quote as “Accepted,” you now receive a prompt to add third party items from the quote to the order.

New fields added to the screen include:

PO Number

Invoice Number

Service Date

Refresh added to AR Balance Summary

Those of you working within the Summary tab in Revenue Entry now have the ability to refresh data within just the AR Balance Summary section. The Refresh option is available through a right-click menu. The Refresh updates data for all customer records displaying in the grid.

The Refresh button near top of the Revenue Entry window updates only order information, not AR data.

Mark Reduction Template as inactive

Your company has the option to mark reduction templates as “Inactive.” The Reduction Template Setup now includes an “Inactive” flag can. When this flag is set, the template is not available for assignment to Reductions.

Administrators can also take advantage of the group select options to Inactivate Items Shown or Activate Items Shown. This feature allows the administrator to mark all records selected in the grid as inactive or to mark them all active; this feature is generally used in conjunction with the Advanced Search.

This section lists any fixes made to MoversSuite for this release.

Administration Fixes

Inactive personnel no longer available to profiles

Personnel marked as “Inactive” no longer appear in drop-down selectors within Account Profile Setup. (7405)

Customer Statement Fixes

Only summarized payments show on customer statements

Cash receipt payments now only display the summarized payment amount on Customer Statements. Prior to this release, individual items applied to multiple documents on the same invoice displayed multiple times, which was confusing when attempting to compare to the invoice amount for the order/invoice. (7652)

General Application Fixes

“View this Order…” option available only when single order is selected

The right-click option of “View this Order in the Single Order view” is now only available when a single record is selected within the Compare Orders tab within the Job Costing screen. (7457)

Payment Management Fixes

Statement Import no longer match on archived orders

When processing statement imports, the application no longer attempts to process an archived order. Prior to this fix, the import process threw an exception error when attempting to process archived orders. (7666)

Schema Changes Version 5.27

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.27)

Printable release notes (5.26)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.23

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

ADMIN CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.26 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.26.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.26.0.

Mark items as inactive

The ability for administrators to mark items as inactive has been extended to Accounts, Move Types, Task Definitions, Document Types, and Note Types.

The “Inactive” flag can now be set on records within the following setup areas:

Additionally, individual task items for a task can be marked as inactive, allowing your company turn on and off individual tasks for a Task Definition or mark the entire Task Definition as inactive.

Figure 26: Edit Task dialog (Tasks Setup)

In regards to account records, if an account is marked as inactive and is encountered as part of a download, MoversSuite issues a warning instead of re-creating a duplicate account record.

Records marked as inactive do not show up as options within MoversSuite or MoversSuite Administration. They do, however, remain linked to any record that they were linked to prior to the change.

Administrators can also take advantage of the group select options to Inactivate Items Shown or Activate Items Shown. This feature allows the administrator to mark all records selected in the grid as inactive or to mark them all active; this feature is generally used in conjunction with the Advanced Search.

This section lists any fixes made to MoversSuite for this release.

Administration Fixes

“msuite” user no longer accessible

Access to the msuite users has been limited to only those user capable of logging in as this particular user. Note: This user record never counted towards MoversSuite licensing. (7513)

Dispatching Fixes

Estimate counts for local services now showing on dispatch grid

Container counts entered through Local Services now appear within the dispatching grids. Prior to this release, if container counts were added or updated through the Add/Edit Local Services dialog, the counts were not reflected within the Dispatch Center (only those for the order were showing up).

With this change, if a dispatcher updates the counts through the right-click option of “CPU,” they will be prompted to recalculate the hours of manpower needed for the service. If “Yes” is pressed, the application opens the Add Local Service dialog allowing users to perform the recalculation and verify the service.

Figure 27: Confirmation dialog

(7496)

Integrations Fixes

Reprocess now available when hauling agent not found (Error 2017)

Users that encounter “The hauling agent was not found…” error (MoversSuite error #2017), typically through an UniGroup Dispatch Send, now have the option of reprocessing the send record through Third Party Application Error Management. (7592)

Order Information Fixes

Tasks cleared when Order Status automatically set to “Cancelled”

If the Order Status is set to “Cancelled” manually through the MSS Order Status field, MoversSuite clears all task set for the order. Now, MoversSuite also clears the tasks if the Order Status is set to “Cancelled” automatically when the Shipment Status changes. (7486)

Job Costing Revenue option renamed to “Manual Entry”

We change the Revenue option within the Job Costing screen from “From Manual Entry” to read just “Manual Entry.” The “From” text alludes to data being retrieved from somewhere, whereas this field always the user to enter their own amount. (7336)

Revenue Entry Fixes

Issues fixed with Microsoft Dynamics GP Build ATIP 12.0.23:

•    Corrected shipper name refreshing issue on the MSS Transaction Inquiry

•    Select Checks process modified to require restrictions

•    Fixed issue where if multi-currency was turned on, then MSS APL transactions were being created without a currency being set

Reversing third party payables takes original transaction off of hold

When reversing third party payables, we now take the original transaction off of hold. The hold is removed for the same date and time that the original transaction was generated. Prior to this release, if a third party payable was reversed in MoversSuite, the reversal could not be completed on the Dynamics GP side since the item was still on hold. (7359)

AR Branch displays correctly

When an Unapplied Amount is entered for a different branch than that of the batch, the AR Branch now displays the new branch within the dialog. Prior to this release, the AR Branch did not update to reflect the imported/posted branch for the Unapplied Amount. (7576)

Recurring Billing Fixes

Order Number sort added to Recurring Billing

The report generated through the View Invoice option within Recurring Billing Management now displays and sorts by the Order Number. Prior to this release, only the invoice number was visible, causing extra work for personnel to locate the record data. (7537)

Schema Changes Version 5.26

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.26)

NO NEW VIDEOS AVAILABLE FOR THIS RELEASE

Printable release notes (5.25)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

ADMIN CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.24 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

SIRVA QLAB Upload: Some data not uploading, such as phone number information.

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.25.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.25.0.

Data added to AR Collections Inquiry screen

You can now access the following data through the AR Collections Inquiry screen:

Bill Date

Purchase Order Number

Customer Name and Customer Number

Collector

Job Costing under Tools menu

The Job Costing option has been moved to list under the Tools Menu. Prior to this release, Job Costing was under the Accounting Tools Menu.

With this change, the Job Costing module is available for assignment to Security Profile Setup records as its own security module. Refer to “Job Costing” within the Security Modules topic for more information. Note to Administrators: The “Job Costing” module need only be assigned once to any profile (Security Profile Setup) to activate its functionality.

Mark Account Profile as inactive

Your company can now mark an Account Profile Setup record as inactive. A new Inactive flag is available through that allows administrators the ability to mark a record as inactive.

When the Inactive flag is checked, the profile is no longer available as an item that can be selected in MoversSuite (Account Profile tab).

Figure 28: Account Profile Setup tab

Administrators can also take advantage of the group select options to Inactivate Items Shown or Activate Items Shown. This feature allows the administrator to mark all records selected in the grid as inactive or to mark them all active; this feature is generally used in conjunction with the Advanced Search.

Figure 29: Options for multiple records selected

This section lists any fixes made to MoversSuite for this release.

Integration Fixes

Permissions change on public queues

The install process now grants “Everyone” permissions to Send Message on the public queues. This change affects the Queue Service (MSMQ) and is only an issue if your company has migrated to Microsoft SQL Server 2012. Prior to this fix, those parties installing MoversSuite had to manually update the permissions. (7025)

Schema Changes Version 5.25

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.25)

Reconcile AP and AR to GL

This video illustrates how you can reconcile AP and AR within Dynamics GP.

Void AR

Discussed in this video is how to void AR within Dynamics GP.

WEBCAST: OP 200 Long Distance Dispatch I

This webcast covers, in detail, the Long Distance Dispatch module. Covered topics include the layout of the module, finding and displaying orders, setup information, order notes, self-haul request process, and more…

WEBCAST: OP 210 Long Distance Dispatch II

Included in this second of two webcasts on Long Distance Dispatch is the Current Driver Activity tab, what makes drivers available for trip assignment, assigning orders, advances, and standard reports provided by MoversSuite.

Here we have a few handy links to assist you.

Support

View our Support page for information on other releases, to log an incident, and more…

System Requirements

View the System Requirements topic for a list of hardware and software requirements for this release.

Product Suggestions

Have any thoughts on how we can make MoversSuite better?  Please feel free to contribute using our Product Suggestions site.

Past Versions Information

See Past Versions Information for highlights of this and other releases.

Click here to download printable release notes (5.24)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.24 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

SIRVA QLAB Upload: Some data not uploading, such as phone number information.

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.24.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.24.0.

SIRVA QLAB Download

Those of you who integrate with SIRVA systems can now take advantage of a new SIRVA QLAB Lead/Opportunity Download. This download automatically occurs based on certain events occurring on the SIRVA QLAB system, such as new lead, new opportunity, contact added, etc.

Enhancements to Duplicate Order functionality

The Create Duplicate Order functionality has been enhanced to provide you several more options when creating new orders.

Figure 30: Create Duplicate Order dialog

The new options are described in the table below.

Refer to Create Duplicate Order for a complete listing of what is included for each of these options.

Enhancements to AR Collections Inquiry

Expand/Collapse options added to AR Collections Inquiry grid

We added three new options to the data grid within the AR Collections Inquiry screen. They include the ability to Expand All entries, Collapse All entries, and the option to Always Expand.

Figure 31: Right-click options within AR Collections Inquiry screen

Totals display within group header in AR Collections Inquiry grid

When grouping is effect, the totals for each group now display in-line with the group title (label) within the AR Collections Inquiry screen. This change will help those of you exporting the data grid and wish not to scroll to the bottom of the output to see the subtotal for a group.

Additionally, negative subtotal amounts will now display in red in this grid.

Figure 32: AR Collections Inquiry data grid

This section lists any fixes made to MoversSuite for this release.

Administration Fixes

Archived orders once a lead showing up in searches

Archived orders that were once a lead in MoversSuite are now included in the search to un-archive them. Prior to this release, the orders that were once leads did not show up in the search and therefore could not be un-archived. (7606)

Dispatching Fixes

Find search by Area working correctly

You can search by the From Area and To Area within the Find without error. Prior to this release, users received a “could not be bound” error when specifying either a From Area or a To Area in a search. (7585)

Integration Fixes

UniGroup Rating Send Conversion Error

We corrected an issue that was causing a data conversion error within the UniGroup Rating Send. (7577)

General Fixes

Copy task working in Tasks module

Users can now copy tasks within the Tasks module without receiving an error. Prior to this fix, users received a “DBGetToDoByID: Field ‘StartPack’ not found” error when attempting to copy a task. (7569)

Payment Management Fixes

List main order segments at the top of Payment Application

The Payment Application screen now displays the main order segment at the top of the screen above any P, O, S segments that may be associated to the payment as well. (7379)

Applied amounts recalculated when AR is refreshed

MoversSuite now recalculates the applied amounts when the AR is refreshed within Payment Application.  (7566)

Revenue Entry Fixes

Unique invoice numbers for third party reversals/adjustments

Reversals and adjustments to third party payables were causing duplicate invoice numbers in Dynamics GP, which in turned created other issues in Dynamics GP. To alleviate issues, MoversSuite now creates unique invoice numbers for third party reversals and adjustments.

The format of the invoice number created for the third party items is as follows:

[ ORIGINAL INVOICE NUMBER ] + “/” + [ UNIQUE SEQUENCE NUMBER ]

(7358)

Unable to edit Revenue Item with zero dollar amount

If a Revenue Item has a zero Revenue Amount and has generated commissions or third party payables entered against it, then MoversSuite prevents users from editing the item, i.e the item is in a read-only state. (7544)

Auto commissioning on main order segment

Prior to this release, if commissionable parties were assigned to any P, O, or S segments, then auto-commissioning did not occur for the main segment. With this release, auto-commissioning occurs on the main order segment whether there are commissionable parties on the P, O, or S segments or not. (7412)

Schema Changes Version 5.24

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.24)

WEBCAST: AF 3150 Recurring Storage Billing

Webcast with quiz covering an in-depth look at MoversSuite storage billing.

WEBCAST: OP 200 Long Distance Dispatch I

Part I in a webcast series on Long Distance Dispatch. This webcast (with quiz) covers the basic layout and usage of the LDD module along with finding orders and processing self haul requests.

WEBCAST: OP 210 Long Distance Dispatch II

Second in the series on Long Distance Dispatch. The focus of this webcast is administrative tasks and setup along with advances to drivers and reports.

Click here to download printable release notes (5.23)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

ADMINISTRATION CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements and Fixes sections below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.23 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

SIRVA QLAB Upload: Some data not uploading, such as phone number information.

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.23.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.23.0.

Mark Local Service Types as inactive

Your company can now mark service types as inactive. When selecting a Service Type from the list in Add Local Service, you no longer see types marked as inactive; this frees up your company from appending the type with “ZZZ” or something similar to identify inactive types.

loc

A new administrative flag in Local Service Type Setup allows your company to mark a service as inactive.

Administrators can also use the search in the Admin Tool to select records and mark them inactive or active en masse. Refer to the new Inactive Items Shown and Activate Items Shown options available from the mass edit tools drop down in Local Service Type Setup.

Government employee email added to SIRVA upload request

When the GBL Number is set for the order, MoversSuite also includes the email address set for the order through the Name, Address, Phone tab. Refer to SIRVA Registration Upload for more information.

SIT Information included in downloads

We completed the changes to include the SIT data in several integrations. The download from EasyDPS now includes several fields related to SIT, including the authorization number, authorization days, actual date in, etc. The SIT fields added to SIT Information for EasyDPS include:

Authorization

Days

In Date Actual

SIT Expiration

SIT Weight

We also capture the SIT contractor in a note.

We can also populate the SIT Discount field (SIT Information) on downloads from UniGroup and Atlas.

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Order Archiving permissions issue

We corrected the permissions on the MSS00200 table so that inserts are performed correctly during an Order Archive. (7563)

Integrations Fixes

Multiple user IDs per interface and branch supported

MoversSuite now supports having different user IDs per interface and per branch. So, if your company exchanges data with more than one system where a user is mapped, they can also create mappings for other systems as well, such as QLAB and Atlas integrations on the same system.

Personnel Setup has been updated (within the Interface Mapping tab) to allow you to define multiple combinations based on the Interface and User ID for specific Labor Type. The Branch field has been added if your company needs to support multiple branches per interface and there is also a default that can be set.

Figure 33: Employee Interface Mapping dialog

View the Interface Mappings section within the Personnel Setup topic for more information. (7565)

Atlas import errors corrected

We addressed several issues related to the Atlas Integration. The fix involved changing the way we import based on the sister agency status. (7448, 7451, 7515)

Remove agent and van number upon Shipment Status download

When a Shipment Status download from UniGroup removes the driver from an order, we now also clear the Hauling Agent and Van Number from the Agents tab as well. (7540)

Invalid Driver Number of “0” causing error

Users received an “An active, long distance hauling driver with this Driver Number not found in Personnel Setup. Driver number 0-“ error in the Third Party Application Error Management screen. This error is actually caused by one of the branches for the driver not having an agent assigned to it through Branch Setup. (7560)

Payment Management Fixes

Negative apply no longer increases amount remaining

Prior to this release, if a negative balance existed on the order in Payment Application and the user attempted to apply a positive amount at the order level, it actually increased the amount remaining to be applied. With this release, when the order balance is negative, the user will be required to apply at the document level. (7546)

Reporting Fixes

Storage Billing Summary Report fixed

The Storage Billing Summary Report now no longer displays billing items not in the specified date range and now includes the amount associated to storage billed on a daily basis (SIT). (5250)

AR Collections Report sorting correctly

The AR Collections Report now sorts correctly by the Order Number. Prior to this release, the reports sorted by the primary key of the order. (7425)

Revenue Entry Fixes

Edit commissions without error

An issue came up where an error was returned to a user attempting to edit a commission when the commissioned party was no longer associated to the order.

You can now edit a commission without receiving an error when the person being commission is no longer associated to the order or if the person is no longer has a commission plan assigned to them. The error returned prior to this fix was: Could not convert variant of type (Null) into type (Integer). (7350, 7159)

Schema Changes Version 5.23

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.23)

NO NEW VIDEOS AVAILABLE FOR THIS RELEASE

Click here to download printable release notes (5.22)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

ADMINISTRATION CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements and Fixes sections below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.22 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

SIRVA QLAB Upload: Some data not uploading, such as phone number information.

Multiple IDs per user per interface and branch not supported

MoversSuite is currently unable to support multiple interfaces that require different IDs per user and per branch. Therefore, if you are exchanging data with one system and currently have a user (such as a salesperson) that is mapped to one interface, then they cannot be included in an upload from QLAB, for example, for that same branch. IMPORTANT: SIRVA QLAB Lead Upload is not available at this time. (7565)

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports.

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.22.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.22.0.

SIT Enhancements

Based on feedback from many of our customers, we’ve implemented several changes to improve the functionality of working with SIT in MoversSuite.

Change SIT to Perm Date to SIT Expiration

The label for the SIT to Perm Date field within SIT Information was confusion to many users. The real intent behind this field is to indicate the when the SIT period expires. This field is now labeled SIT Expiration. (7461)

New SIT Weight Fields

We added SIT Weight to both the Origin and Destination sections within SIT Information. (7462)

New SIT Discount Field

Your company can now track the discount that may apply to SIT. The new SIT Discount field is available from within SIT Information. The discount applies to SIT at both the origin and destination locations, therefore this new field lists under a new section titled, “Other.” (7077)

Figure 34: SIT/Recurring Billing tab

Completed trip indicator added to Long Distance Dispatch

The data grid for the Current Driver Activity tab now includes a column that indicates completed trips. This column automatically appears when the Show All option is ticked and displays a checkmark in the column for all completed trips.

Figure 35: Current Driver Activity tab

Change an Order Number

MoversSuite now provides the ability to change an Order Number provided that the order is not archived and no transactions have been generated. The new re-book process also provides the means to change all attributes set through the Book Order Information dialog, including the Branch.

Users with appropriate permissions can press Book Order to re-book an order and to access a re-book confirmation dialog. Note to administrators: a new security module of “Re-book Order” is assignable to Security Profile Setup records.

Figure 36: Re-book order confirmation

If “Yes” is pressed, then you can process the order as if it were not yet booked. For example, if the Order Number auto-generates for the selected Branch and Move Type, you would get the Book Order Information dialog where you can modify the Branch, Type of Move, etc. In essence, creating a new order using different parameters.

Figure 37: Book Order Information dialog

If the format of the Order Number is not auto-generated, such as on a foreign order, then you will get the Foreign Order Number. Of note, we titled this dialog “Re-book Order Number” for clarity.

Figure 38: Re-book Order Number dialog

Notes are created each time an order is re-booked. The subject of this note is “Order Re-booked.”

Default Drive Time on Local Services

Your company can now define default drive time for one way local services. The default is based on the branch assigned to the local service and automatically defines the Hours Drive One Way value.

Figure 39: Add Local Service dialog

A new administrative setting has been added to Branch Setup allowing your company to set this default. Prior to this release, the Hours Drive One Way was a system-wide default of “.25.”

Figure 40: Branch Setup

Of note, if the Local Service Default Drive Time is not set, it continues to default to .25 (15 minutes) within MoversSuite.

Containerization Eligibility on Local Services

Available through Local Dispatch, dispatchers now have the ability to mark a service as being container eligible. One purpose for this feature is to indicate to crew to pack directly into containers, e.g. liftvans.

Dispatchers can see which services are eligible for containerization and set a status for containerization through new right-click options available through the Dispatch Center tab and the Requested Services screen.

Figure 41: Right-click options through Dispatch Center

New administrative option of Containerization Eligible is available through Local Service Type Setup. When this option is ticked, the service shows as eligible for containerization and can have the status through the Dispatch Center tab and through the Requested Services screen. Define status values in the new Containerization Status Setup.

Figure 42: Local Service Type Setup

Fields added to Tasks data grid

The following data is now available through the Tasks data grid:

Pack Date

Load Date

OA Surveyor

OA Coordinator

OA Agent

OA Agent Name

OA Contact

OA Phone

We added these fields to allow to prioritize your tasks by key move dates and to list the originating agent information for quick access.

Warning added when generating transactions

MoversSuite provides a warning when the journal date is not in the same month as the delivery date.

Figure 43: Generating Transactions

This warning only appears when Generating Transactions in Revenue Entry. It compares what is entered for the Journal Date to what is entered for the Actual Delivery Date (set through Move Information). If the Actual Delivery Date is not set or set but not in the same month and year as the Journal Date, then the warning is produced.

The intent behind this feature is providing a double check to the clerk that they are processing the order for the correct period.

Change of Order Status to clear dates and recalculate tasks

A new administrative setting instructs MoversSuite to clear key move dates and to recalculate Tasks upon an Order Status change. The new Clear Move Dates option is available through Order Status Setup that causes the application to clear out all move dates set through the Move Information tab, include Range, Preferred, Actual, and Other dates.

Figure 44: Order Status Setup screen

This feature also recalculates Tasks. Of note, manual dates added to tasks remain unchanged by the Clear Move Dates option.

The reason for this change is to remove due dates from unneeded tasks.

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Order Archive search includes all orders

When administrators would search for archived orders, any order that was a lead at one time were not showing up in their search results. Now all archived orders are searchable within search tools associated to the Order Archive. (7520)

Special Services invoicing options removed

Prior to this release, MoversSuite provided options to print specific invoices for Special Services orders, specifically for store roll out. Based on customer feedback, we deemed this functionality obsolete and have removed the following fields:

Removed from the Store Information tab:

Invoice Date

Invoice Number

Supplemental Invoices

Removed from the Tasks Setup under Task Groups:

Markup Percentage

Invoice Prefix

Invoice Number

Invoice By

The following System Report ID Setting values are no longer valid:

SSTR

STRK

 (7241)

Cursor lands on Last Name/Company Name field on a new order

MoversSuite corrected an issue where the focus of the screen was lost when creating a new order, new account order, new foreign order, or new O/A order. Now when the Name, Address, Phone tab loads upon a new order, the cursor is placed within the Last Name/Company Name field. (7245)

Search by the last four digits of SSN

The ability to search by the last four digits of a SSN is available through the Find. The SSN field along with the masked portion of the SSN is available through the Order Information tab. Enter the last, four-digits of the person’s SSN to include in your search results.

Figure 45: Find dialog

(7492)

Dispatching Fixes

Default Exclude Weekends option

We now default the Exclude Weekends option in Add Local Service to be ticked. This means that by default, the application does not create services for Saturday and Sunday when a date range is specified. (7320)

Self Haul Request now locked down

Once a Self Haul request has been submitted and the status set, only a dispatcher can change it. Prior to this release, other, non-dispatchers were able to change the status. (7191)

Trips dropdown now resets

MoversSuite now resets the trip list within the Move to Existing Trip option in Change Driver and Trips dialog when a user switches between the Keep Current Driver and Move Order To options. (7516)

Integration Fixes

Atlas Statement Import now sets SIT Date In

We now set the In Date Actual at both the Origin and Destination locations when instructed to by Atlas Statement Import. Additionally, if there is enough information, then we also set the SIT Expiration date as well (as visible in MoversSuite through the SIT/Recurring Billing tab). (7288)

Ignore Atlas order statements in error

MoversSuite was incorrectly reporting orders that were in error prior to being imported into MoversSuite. These errors displayed an Order Number of “D” or “DD” in the Third Party Application Error Management screen. These type of errors will no longer display in MoversSuite. (7401)

Payment Management and Cash Receipt Fixes

Over apply allowed

In certain cases, it may be necessary to apply to revenue on an order when the payment amount is zero. MoversSuite now allows you to over apply in these cases, such as when a negative unapplied amount is entered that creates a positive Payment Balance; this amount can now be applied to revenue even if the Payment Amount is zero. (7263)

Vendor Invoice Number now includes Order Number

The Order Number is now included in the Vendor Invoice Number for a Cash Out on a claim settlement. Prior to this release, only the unique invoice number showed when a user was making an AP Payment to a temporary vendor on the Cash Out; this caused confusion on the Dynamics GP side.

The format of the Vendor Invoice Number is as follows:

[ORDER NUMBER] + “/” + [INVOICE SEQUENCE NUMBER]

Example: U55555-15/3 for the third invoice on order U55555-15.

(7347)

Partial Find on GBL Number Available

We corrected an issue with the Find evoked through Payment Application. User can now include partial values for the GBL Number and the application will include matches in the search results. Prior to this version, users had to enter the entire GBL Number in order to include corresponding records in the search results. (7314)

Order Number and Shipper name show in Statement Import Detail

“No Order” records associated to payment were causing the application to clear out the Order Number and Shipper that appeared at the top of the Statement Import Detail. Now, the application displays the Order Number and Shipper name associated to the first non-“No Order” record. In situations where there is only “No Order” items on the payment, the application displays order control and description from the statement detail. (7346)

Revenue Entry Fixes

Commissioned party name is consistently formatted

The name for a commissioned party differed between manually entered commissioned and those that were created automatically. The format is now consistent between all commission creation processes to be [FIRST NAME LAST NAME] format. (7220)

Weight-based commissions reference Hauled Weight

The Hauled Weight of an order is referenced for weight-based commissions. Prior to this release, the Billed Weight was referenced. (7389)

Commission Statements to only reference the Hauled Weight

The Commission Statement Report now correctly displays the Hauled Weight referenced for weight-based commissions. This report incorrectly showed the billed weight, even though in MoversSuite, weight-based commissions only reference the hauled weight of an order. (7389)

Schema Changes Version 5.22

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.22)

NO NEW VIDEOS AVAILABLE FOR THIS RELEASE

Click here to download printable release notes (5.21)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

ADMINISTRATION CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.21 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

SIRVA QLAB Upload: Some data not uploading, such as phone number information.

Multiple users per interface and branch not supported

MoversSuite is currently unable to support multiple interfaces that require different IDs per user and per branch. Therefore, if you are exchanging data with one system and currently have a user (such as a salesperson) that is mapped to one interface, then they cannot be included in an upload from QLAB, for example, for that same branch. IMPORTANT: SIRVA QLAB Lead Upload is not available at this time. (7565)

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports. (7002)

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)

This section lists the enhancements made to MoversSuite for this release.

SIRVA QLAB Upload

The ability to take a lead in MoversSuite and upload it to SIRVA QLAB is now available through the new SIRVA QLAB Lead Upload service. This service is in addition to the current SIRVA sHub offerings allowing you to download an order registered in SIRVA into MoversSuite and to upload a MoversSuite order into SIRVA.

Figure 46: Tools menu

SIRVA QLAB Integration utilizes MoversConnect to send the lead to QLAB from MoversSuite.

Pass Thru Connector

A new connector is available allowing your company to send requests for MoversSuite data from external applications, i.e. your own custom web interfaces, etc. The new Pass Thru Connector takes JSON or XML input from your custom application and passes it through to MoversSuite where a lead or order can be established based on the input.

The Pass Thru Connector can also be used to simply retrieve data as well, such as dispatching data, order information, etc. It can also be used in conjunction with other connectors, such as EasyDPS, OIS, QLAB, etc., allowing your company to define custom applications to send instructions to MoversSuite from a single login point.

The Pass Thru Connector is defined in our cloud application, MoversConnect, and monitors the API Queue (added as part of the SIRVA QLAB Integration) for messages, which are in turn added to the standard MoversSuite XML pipeline.

Claims Customer Added to Van Line Statement Import

Your company can now set a Claims Customer for supported van lines. When importing claims statements, the application references the Claims Customer associated to the van line and processes the statement using this customer.

For non-claims statements and when the Claims Customer is not set, the application references the customer set for statement on the import. Note: When working through the statement and you change the type of non-claim item to a claim type, then the application continues to reference the customer included on the statement; it does not retrieve the Claims Customer set for the van line.

The customer can be changed manually through Payment Application.

Order Details includes Agents and Account Profiles

The Order Details screen has been modified to include tabs for the Account Profiles and Agents.

Figure 47: Order Details screen

Additionally, this screen is now its own unique executable, which means that you can have it open while working through order, revenue, dispatching, claims, and other processing functions in MoversSuite.

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Changing document type causes duplicate Document Viewer listings

We corrected an issue where all documents displayed multiple times in the Document Management Viewer when the document type for any document was changed (through the Properties screen). (6626)

Dispatching Fixes

Advances not released on Shipment Status update of Order Status

Advances are staying on hold when Order Status is set to “Cancelled” through a Shipment Status update. Advances should be taken off of hold once the order is cancelled or voided. (7377)

Integration Fixes

Order Number included in Invoice Number in Military EDI View

The EDI Invoice (see Military EDI Views) has been updated to include the order number along with the invoice number. In a prior release, we changed the invoice number to be a stand-alone number not associated to the Order Number. New format for the Invoice Number included on the EDI Invoice view is the MoversSuite Order Number followed by a “/” and then the MoversSuite Invoice Number, e.g. “U123-2222-5/1234.” (7357)

Order Information Fixes

Date field renamed within Third Party Item dialog

The Date field within Add Third Party Item and Third Party Services has been renamed to Service Date. (7319)

Bill Date can be set on non-Dynamics GP systems without an error

An error was produced when the Bill Date of an order was set. This affected customer that do not use MoversSuite accounting and started to appear at MoversSuite 5.18.0 with the introduction of Job Costing. (7497)

Payment Management and Cash Receipt Fixes

Applying a cash receipt to documents created in GP not working

Payments applied to cash receipt (debit memo) created in Dynamics GP now apply correctly in GP. (7361)

Revenue Entry Fixes

Atlas Statement no longer mapping to a blank driver

There was a problem importing Atlas Statements. If “charge matching vendor” was checked then it would mistakenly map to a blank driver number. It would then create AP records for the vendor on all the payments. (7343)

Voucher number added to Dynamics GP Order Inquiry

With recent changes to the format of the document and voucher numbers generated in MoversSuite, it became difficult for users to discern between what was displaying as a document number versus a voucher number; since they both shared the same column. With this release, there is a separate Voucher Number column to alleviate any confusion. (7345)

Schema Changes Version 5.21

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.21)

NO NEW VIDEOS AVAILABLE FOR THIS RELEASE

Click here to download printable release notes (5.20)                                       

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.20 topic

STANDARD REPORT CHANGES EXIST FOR THIS RELEASE

Refer to the Fixes section below

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

Bill Date can be set on non-Dynamics GP systems without an error

An error was produced when the Bill Date of an order was set. This affected customer that do not use MoversSuite accounting and started to appear at MoversSuite 5.18.0 with the introduction of Job Costing. (7497)

Advances not released on Shipment Status update of Order Status

Advances are staying on hold when Order Status is set to “Cancelled” through a Shipment Status update. Advances should be taken off of hold once the order is cancelled or voided. (7377)

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports. (7002)

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)

This section lists the enhancements made to MoversSuite for this release.

MoversSuite 5.20.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.20.0.

Long Distance Dispatch Updates

Several enhancements to Long Distance Dispatch are included in this release. They include the ability to change the driver and trip, mark trips as complete, set driver location, and add trip comments.

Figure 48: Right-click options in Current Driver Activity tab

Change Driver and Trips

We added a Change Driver and/or Trips option to the grids in Long Distance Dispatch. This opens a new dialog allowing you to assign or reassign drivers and/or trips for one or more selected orders. This option replaces the Change Trip functionality.

Figure 49: Change Driver and Trips dialog

Add Trip Comments

A new Edit Comments option allows you to enter and update comments for a specific trip. The contents of the comment display in a new Comments column available to you. You can enter up to 100 characters for the comment.

Figure 50: Edit Comments dialog

Complete Trip Option

Dispatchers can select one or more trips on the Current Driver Activity tab and mark them as complete using the new Complete Trip option. A warning dialog appears prompting the user to confirm the request.

Figure 51: Complete trip confirmation prompt

Show All Option

Related to this change is the new Show All option added to the Current Driver Activity tab. As of this release, MoversSuite hides all completed trips. To view all trips, including those marked complete, then check this option.

Figure 52: Show All option on Current Driver Activity tab

Set Driver Location

You can now set and view the last or current location of a driver along with their next assignment through the addition of the Last Location and Next Location fields within Current Driver Activity tab.

Figure 53: Last Location and Next Location on Current Driver Activity tab

Pressing Edit produces a new dialog where you can set the city, state, and date of the last and location.

Figure 54: Edit Last Location dialog

Read more about these changes through the field descriptions available through Current Driver Activity and Orders.

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Archived Flag Shows in Find

The archive flag, which is “[A]” next to the Order Number, now displays correctly in the Find search results. (7415)

CPU button is in bold font throughout the application

The CPU button displays in bold font when data has been entered within the Containers, Packing and Unpacking (CPU) screen. This feature worked in some places, such as on the Move Information tab, now it works for all CPU buttons throughout the application. (6926)

Branch FID changed to Branch in Carrier Setup

The field that links a Carrier Setup (Military/Government) record to a Branch Setup record is now labeled as just “Branch.” (7413)

Payment Management and Cash Receipt Fixes

Removed orphan revenue rating records

We created a conversion script to remove RevenueRatingImportHeader records not associated to any order or archived order. This script runs automatically when installing this version of MoversSuite. The issue reported was duplicate records for the same order segment, where one order was new and the other archived. (7416)

Reporting Fixes

User Details List Report displays accurate user count

The User Details List Report now provides an accurate count of total number of users. Prior to this fix, the report listed each user for each assigned labor type, which it still does, but now only counts the user record once in the user count. (6827)

Dispatching Crew Call Sheet Report displays personnel correctly

The Dispatching Crew Call Sheet Report now lists personnel with multiple labor types correctly for the particular service. Prior to this release, the report displayed personnel for all labor types they link to instead of just the labor type associated to the service. (7024)

Schema Changes Version 5.20

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.20)

NO NEW VIDEOS AVAILABLE FOR THIS RELEASE

Click here to download printable release notes (5.19)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.19 topic

ADMINISTRATION CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section below

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

Bill Date can be set on non-Dynamics GP systems without an error

An error was produced when the Bill Date of an order was set. This affected customer that do not use MoversSuite accounting and started to appear at MoversSuite 5.18.0 with the introduction of Job Costing. (7497)

Advances not released on Shipment Status update of Order Status

Advances are staying on hold when Order Status is set to “Cancelled” through a Shipment Status update. Advances should be taken off of hold once the order is cancelled or voided. (7377)

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports. (7002)

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)

This section lists the enhancements made to MoversSuite for this release.

VIDEO: MoversSuite 5.19.0 Overview

Watch this video to see an overview of the changes we made to MoversSuite 5.19.0.

Container Tracking

VIDEO: Container Tracking

Learn the features and functions of the new Container Management screen by watching this video.

Use the new Container Management screen to track and manage the locations of your containers, vaults, liftvans, etc.

This centralized screen, available through the Tools menu, provides a quick access to all defined containers and allows you to readily identify their status, including which orders they might be assigned to.

As quick as a right-click, you can access information and a history of a container, set and remove order assignments, update the container status, and more.

Other right-click options include the ability to view the container information, see a history of assignments, and modify the orders assigned, to name just a few features.

You’ll also find the Container Tracking button within the Move Information tab and other places throughout the application allowing you to quickly retrieve container information on the particular order being viewed.

View the Container Management topic and watch the Container Tracking video for more information on this enhancement.

Job Costing: Compare Orders

VIDEO: Job Costing

Watch this video featuring the new Compare Orders functionality that has been added to Job Costing.

In MoversSuite 5.18.0, introduce Job Costing for a Single Order. With this release you now have the ability to compare orders within the Job Costing screen. Open the new Compare Orders tab, build a search list based on Branch, Date Range, etc. and the screen provides all qualified orders complete with job costing data, such as Revenue, Cost, Profit/Loss, etc.

Quickly produce a report to a browser window or directly into a spreadsheet with the right-click options available from the Compare Orders data grid.

View the Job Costing topic or watch the Job Costing video the for more information on this enhancement.

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Name changed for all Data Views

The MoversSuite Data Views have had their name changed; we added a letter “V” in front of each view to make it clear what the stored procedure generates. (7383)

Dispatching Fixes

Cannot change branch on assigned services

Branch set for Local Services cannot be updated after the service has been dispatched, i.e. crew and/or equipment assignments made. (7380)

Fields added to Long Distance Dispatch grids

Fields have been added to the Current Driver Activity and Orders tabs within Long Distance Dispatch. We also rearranged the columns in these two areas to resemble each other a little better. (7283)

Integration Fixes

Error handling on EasyDPS adjusted

We made several improvements to the way the queue service handles files. These adjustments are to correct minimum retry timing, overwriting system message files, increased maximum retries, etc. (7384)

Payment Management & Cash Receipts Fixes

New batch with single entry no longer causing warning

Users received a “You must select a Payment Batch before you Add Details” warning/error when attempting to add details to a batch when only a single batch is in the list.

(6957)

Invoice Number search in Cash Receipts now returns results

A Find search on the Invoice Number field when adding orders to a cash receipt now returns the correct results. Prior to this release, searching on Invoice Number did not results; this only affected searches in Cash Receipts. (7338)

Schema Changes Version 5.19

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.19)

Below are videos created during this release of MoversSuite.

VIDEO: Container Tracking

Complete understanding on the functional usage of the Container Management screen can be found in this video.

Click here to download printable release notes (5.18)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section below

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.18 topic

ADMINISTRATION CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section below

REPORT CHANGES EXIST FOR THIS RELEASE

Refer to the Fixes section below

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

Bill Date can be set on non-Dynamics GP systems without an error

An error was produced when the Bill Date of an order was set. This affected customer that do not use MoversSuite accounting and started to appear at MoversSuite 5.18.0 with the introduction of Job Costing. (7497)

Advances not released on Shipment Status update of Order Status

Advances are staying on hold when Order Status is set to “Cancelled” through a Shipment Status update. Advances should be taken off of hold once the order is cancelled or voided. (7377)

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports. (7002)

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)

This section lists the enhancements made to MoversSuite for this release.

MoversSuite 5.18.0 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.18.0.

Job Costing

Job Costing

Learn the features and functions of the new Job Costing screen by watching this video.

Our initial offering of Job Costing is now available. With the new Job Costing window, available through the Accounting Tools Menu, dispatchers and other users can get a good idea of whether or not an order is anticipated to make or lose money. Using information from this screen, dispatchers can operate in a manner that can optimize revenue and communicate their findings with estimating and revenue personnel.

Figure 55: Job Costing screen

Exclude Weekends option added to Local Services

Users can now enter a service date range and choose to skip weekends that may fall within that date range. The new Exclude Weekends option is available through the Add Local Service dialog allow you to exclude weekends for service creation (checked, default) or to include services over the weekend (unchecked).

Figure 56: Add Local Service dialog

National Account and Quote Number added to Find

You can now include National Account and a Quote Number in your searches using the Find.

Figure 57: Find dialog

Additionally, the Quote Number and Order Status are now available within the Find search results grid.

When searching by National Account, you can select by the account name or identifier through the drop-down selector.

When searching by Quote Number, you must enter the exact quote number next to the “Q-“. Wild cards search do not work on this field. If there are multiple quotes for a single order, the Find will list each as its on record in the search results grid. For example, if there are two quotes on an order and both quotes qualify for the search, then the Find lists two records with the same Order Number.

Integration with EasyDPS

MoversSuite now integrates with EasyDPS to facilitate the transfer of military move data to and from MoversSuite that includes score information.

The new EasyDPS Integration utilizes MoversConnect to transfer data from EasyDPS to MoversSuite.

The Military/Government tab has been modified to store the scoring information that is available from EasyDPS.

Figure 58: Score Information section on the Military/Government tab

Data Views Added

Fifteen data views have been added to MoversSuite. Data views provide quick access to MoversSuite data that is generally reference by an external application, such as Microsoft Excel.

View the MoversSuite Data Views topic for a list and description of each view along with additional information.

MoversSuite Installer allows silent installs

The MoversSuite Installer now has the option to allow it to be ran in the background, or in silent mode. Options set in the configuration file will be assumed in use and not prompt the user. In the case of an error, the installer halts, writes information to a log file, and restores any changes it may have made.

(7239)

This section lists any fixes made to MoversSuite for this release.

Collections Fixes

OK button now works in Customer Find through AR Credit & Collections

Prior to this release, the OK button did not open the selected record as designed and users had to double-click the customer within the data grid to open a selection.

With this release, the OK button opens the data for the customer selected in the Customer Find grid within the AR Credit & Collections module. (7310)

Integration Fixes

Distribution and TechMate imports not displaying correctly

Records for UniGroup Distribution Download were importing correctly through Revenue Import, however they do not show up in the Transactions grid. We also noticed that this was affecting imports from TechMate as well. (7327)

EDIInvoice View Updates

The following changes have been made to the EDIInvoice view available through Military EDI Invoice Integration:

Use the Rate on bulky items with a quantity of two or more (7020)

Corrected shiptoadd2 and shipfruser1 values (7021)

Set the totalweight value to the billed weight (not order weight) (7250)

EDI Confirmation dialog no confirms EDI Item Code, Description, and Point of Service

The EDI Confirmation now requires that the EDI Item, Description, and Point of Service fields be set for an invoice. Values for these fields come from the Customer EDI Item section within EDI Customer Setup and users can set/update these values when creating or modifying revenue or invoice items.

(7251)

We now update the Point of Service for a revenue line item when the invoice item is updated

Changes made to the Point of Service setting through Invoicing and through the EDI Confirmation are now reflected on the actual revenue item itself.

(7252)

Modified to check for wrong EDI Code and correct it during a van line download

In certain cases, UniGroup sends down the wrong EDI cod. We modified the download process to treat the military item code of “105B” as “105E” when importing unpacking accessorials.

(7253)

UniGroup Rating Send modified to handle more than two splits between weight and miles

An issue has been corrected that caused incorrect split haul calculations when more than two splits exist with mixed weight and miles splits.

(7178)

UniGroup Registration Send now imports trade show information

UniGroup now provides complete trade show information, so we modified the import process to include up to six booths per order (as specified in UniGroup).

(7101)

Transportation not discounted correctly on older UniGroup Rating Import orders

Changes made to correctly import Transportation with capacity adjustments is conflicting with orders on older contracts that are bound. We fixed this and now the Transportation amount on these orders is being discounted correctly.

(7339)

Local Services Fixes

Manually entered crew hours reset in Add Local Services

Crew and Hrs/Man that were manually entered were being overwritten automatically when a Local Services record was edited. The calculations behind the Crew, Hrs/Man, and Total Hours Required will only be updated for manually entered values when calculate button () is pressed. (7243)

Estimated hours for service recalculates after CPU changes

MoversSuite now updates the estimated number of hours on a service (Total Hours Required in Add Local Service) when the CPU counts are added or updated. (7317)

Payment Management & Cash Receipts Fixes

Negative amounts no longer applied on multiple documents

In a certain scenario a credit balance is being applied to when the cash receipt payment is auto applied in the Payment Application dialog. This appears when multiple documents exist for the same service/item code and the balance of the documents results in a credit. MoversSuite has been modified to no longer apply to negative amounts. (7341)

Invoice Number search through Cash Receipts not working

The Invoice Number search through the Associated Orders section is not working as intended; it is currently not searching for invoices from all sources. The Invoice Number field was added to the Find dialog through the Order Archive enhancement. (7329)

Payment Management modified to support older versions of the CSV file format

We modified the code that interprets the CSV fields to recognize older versions of the template. Prior to this fix, an error indicating that the customer number could not be found were encountered when transactions were generated on the import. (7227)

Order balance multiplied when multiple order segments exist on statement imports

When a van line statement imports for an order with multiple segments, the order balance is multiple by number of segments that exist for the record. This incorrect balance appears as the Balance within the Existing AR section and in Apply by Service dialog in Payment Application. (7316)

Invoice Number search in Cash Receipts now returns results

A Find search on the Invoice Number field when adding orders to a cash receipt now returns the correct results. Prior to this release, searching on Invoice Number did not results; this only affected searches in Cash Receipts. (7338)

Reporting Fixes

Updated Report Viewer to load large SSRS reports faster

A new Report Viewer is available which will improve load and runtime performance. There are also a few additional changes to the user interface (UI), such as a new color scheme. (7002)

Dispatching Work Ticket Report Error

An issue with the Dispatching Work Tickets Report was occurring when more than one work ticket with additional notes attached. (7225)

Schema Changes Version 5.18

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.18)

Below are videos created during this release of MoversSuite.

Job Costing

Complete understanding on the functional usage of the Job Costing screen can be found in this video.

Click here to download printable release notes (5.16)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.17

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section (below)

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.16 topic

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

Order balance multiplied when multiple order segments exist on statement imports

When a van line statement imports for an order with multiple segments, the order balance is multiple by number of segments that exist for the record. This incorrect balance appears as the Balance within the Existing AR section and in Apply by Service dialog in Payment Application. (7316)

Transportation not discounted correctly on older UniGroup Rating Import orders

Changes made to correctly import Transportation with capacity adjustments is conflicting with orders on older contracts that are bound. The Transportation amount on these orders is no longer being discounted correctly. (7339)

Incorrect credit balance applied to cash receipt scenario in Payment Management

In a certain scenario a credit balance is being applied to when the cash receipt payment is auto applied in the Payment Application dialog. This appears when multiple documents exist for the same service/item code and the balance of the documents results in a credit. (7341)

Invoice Number search through Cash Receipts not working

The Invoice Number search through the Associated Orders section is not working as intended; it is currently not searching for invoices from all sources. The Invoice Number field was added to the Find dialog through the Order Archive enhancement. (7329)

Distribution and TechMate imports not displaying correctly

Records for UniGroup Distribution Download were importing correctly through Revenue Import, however they do not show up in the Transactions grid. We also noticed that this was affecting imports from TechMate as well. (7327)

SSRS Reports required to search for Order Number documents

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports.

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)

This section lists the enhancements made to MoversSuite for this release.

MoversSuite 5.16.1 Overview Video

Watch this video to see an overview of the changes we made to MoversSuite 5.16.1/

AR Collections Report Inquiry Screen

AR Collections Inquiry

Learn the features and functions of the new AR Collections Inquiry screen by watching this video.

The AR Collections Report has been replaced by a new AR Collections Inquiry screen. This new screen allows you to set parameters, as you would on the report, and build a data grid. Once generated, you can customize the display and filter the results as desired using the full function features of the Data Grids.

Access to this new screen is through the AR Credit & Collections Report option available through the Accounting Tools Menu.

Figure 59: Accounting Tools menu

Fields Added to Dispatching Grids

The following fields are now available within the Current Driver Activity and Orders grids in Long Distance Dispatch:

Booking Agent ID and Name

Shipper Name

The following fields are now available with the grids in Dispatch Center and Requested Services within Local Dispatch:

Hauling Agent ID

Hauling Agent Name

Origin Agent ID

Origin Agent Name

Destination Agent ID

Destination Agent Name

Booking Agent ID

Booking Agent Name

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Document/Voucher, Invoice, and Work Ticket Numbers Stored in Separate Database Table

The unique, system-wide sequence number referenced when generating accounting documents, invoices, work tickets, etc. is now stored in within the new SysNumber table.

This was done to prevent table locks and timeouts that may occur.

(7238)

Payment Management & Cash Receipts Fixes

Improved Performance when Loading Payments

We improved the speed of displaying orders in by only loading the number of orders that display on the screen at one time, instead of loading all orders that are attached to the payment; which was causing a significant performance issue.

(7223)

Progress Indicator Added

Users now receive a progress dialog when adding a large number of orders to a cash receipt payment and when importing items such as a statement files and CSV imports.

This change affects Payment Application, Cash Receipts, and all Statement Imports.

Users will receive a progress dialog when importing van line statements and CSV imports as a cash receipt through Payment Application.

(7224)

Check All/Uncheck Option Added When Selecting Orders on a Cash Receipt

A new right-click option allows you to check or uncheck all orders assigned to the cash receipt. Selecting Check All on the Associated Order(s) grid marks all records in the grid to be selected (linked) to the cash receipt. Likewise, Uncheck All removes unselects all orders.

(5940)

Schema Changes Version 5.16

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.16)

Below are videos created during this release of MoversSuite.

AR Collections Inquiry

Complete understanding on the functional usage of the AR Collections Inquiry screen can be found in this video.

Click here to download printable release notes (5.15)

The following is a table contains counts of the items affecting this release.

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.16

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the Known Issues section (below)

SCHEMA CHANGES EXIST FOR THIS RELEASE

Refer to the Schema Changes Version 5.15 topic

ADMINISTRATION CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section (below)

REPORT CHANGES EXIST FOR THIS RELEASE

Refer to the Enhancements section (below)

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

Order balance multiplied when multiple order segments exist on statement imports

When a van line statement imports for an order with multiple segments, the order balance is multiple by number of segments that exist for the record. This incorrect balance appears as the Balance within the Existing AR section and in Apply by Service dialog in Payment Application. (7316)

Transportation not discounted correctly on older UniGroup Rating Import orders

Changes made to correctly import Transportation with capacity adjustments is conflicting with orders on older contracts that are bound. The Transportation amount on these orders is no longer being discounted correctly. (7339)

Incorrect credit balance applied to cash receipt scenario in Payment Management

In a certain scenario a credit balance is being applied to when the cash receipt payment is auto applied in the Payment Application dialog. This appears when multiple documents exist for the same service/item code and the balance of the documents results in a credit. (7341)

Invoice Number search through Cash Receipts not working

The Invoice Number search through the Associated Orders section is not working as intended; it is currently not searching for invoices from all sources. The Invoice Number field was added to the Find dialog through the Order Archive enhancement. (7329)

Distribution and TechMate imports not displaying correctly

Records for UniGroup Distribution Download were importing correctly through Revenue Import, however they do not show up in the Transactions grid. We also noticed that this was affecting imports from TechMate as well. (7327)

SSRS reports replace Order Number search

MoversSuite will load AR by Order Number and AP by Order Number SSRS reports during upgrade. However, if you have your own IT or Dynamics GP company manage Dynamics GP for you, you will need to load these two SSRS reports.

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)

This section lists the enhancements made to MoversSuite for this release.

Order Archiving

Watch the video on this new feature: Order Archive

Allowing customers the ability reuse order numbers has finally arrived. One of our biggest concerns has been how to provide your company the option to continue using the same order format, often required by van lines, that recycles every five to ten years or so. The answer we have for you is the ability to archive orders based on an administrative search. Once the archive is complete, your company is free to reuse order numbers as needed.

Archived orders remain on your system, so we’ve added a few features to MoversSuite so that you can retrieve and identify these orders.

Here’s a list of what to expect with the Order Archive changes:

Quotes to Go Local (Intra) Estimate Download (UniGroup)

Local estimates downloads from the UniGroup Quotes to Go system can now import into MoversSuite. Prior to this release MoversSuite allowed users to send leads to the UniGroup Quotes to System and download leads. Now users can import an estimate that create MoversSuite record that include carton data, rating information, and more from the UniGroup Message Queues. (7160)

The Quotes to Go download is part of a new integration involving MoversConnect, a cloud based (Azure) restful service that provides a seamless stream of data between UniGroup and MoversSuite. (6355)

This section lists any fixes made to MoversSuite for this release.

General/Administration Fixes

Scrolling Error in the Admin Tool

There is no longer an error when scrolling through large data listings in , which was causing the application to return the following error:

Exception has been thrown by the target of an invocation. Nullable object must have a value.

(7004)

Location Type added to Order Details and Extra Stops

The Location Type has been added to the address listings in Order Details and as a data column within the Extra Stops data grid.

In Order Details, the Location Type, if set, displays with a field label of “Location Type.”

Figure 64: Location Type display on the Order Details screen

(7084)

Expanded Requested Dates in Order Details

We expanded the Requested Dates section on the Order Details screen to accommodate the times associated the move dates (set within Move Information).

Figure 65: Requested Dates display on the Order Details screen

(7085)

Archived Order PriKey Stored in new Dynamics GP Table

A new MSS00200 table has been added to the integrated tables between MoversSuite and Microsoft Dynamics GP. This table stores the Orders.PriKey value for archived orders and will allow for more efficient searching within Dynamics GP.

(7213)

Integration Fixes

Handle Multiple Coordinators on an Atlas download

MoversSuite has been modified to handle multiple coordinators on the same Atlas download (refer to the Atlas Integration topic). Prior to this change, an error was returned if any of the coordinators on the import were not set on the order. Now, MoversSuite attempts to validate the transportation coordinator only if they are part of a Sequence record of “002.” Coordinators with a Sequence other than “002” are ignored.

Additionally, if the transportation coordinator is not valid, i.e. does not exist in MoversSuite, a warning is sent to the Third Party Application Error screen and MoversSuite continues processing the import.

(6634)

Local Dispatch Fixes

Remove Crew from Multiple Services Added

You can now select multiple services and remove one or more crew members and equipment at a time through the Dispatch Center grid. Prior to this release, dispatchers had to remove crew and equipment individually from each service. See Assign and Remove Crew for more information.

(7082)

Set Service Time for all Dispatched Crew and Equipment

Dispatchers can now set the service time for dispatched services. A new option of “Apply to Crew/Equipment)” is available through the Set Service Time dialog that, when checked (default), applies the times to all crew and equipment assigned/dispatched on the service.

Figure 66: Set Service Time dialog

Prior to this release, service times on assigned/dispatched services were not updated with new times.

(7083)

Work Ticket label displays on report

Related to the Order Archiving enhancement made at this release, we added a “Work Ticket #” label to the standard Work Ticket Report to make this number readily identifiable. Note: The Work Ticket number displays just below the branch name on this report.

(7145)

Payment Management & Cash Receipts Fixes

Changes to Refresh AR feature in Payment Application

The Refresh AR option is available to the “No Order” through the right-click menu. Choosing this option updates the data within the Existing AR for the selected customer; prior to this release, the Refresh AR option refreshed all data for all customers associated to the payment. Refer to the field description within Payment Application for more information.

(7027)

Auto-Apply in Dynamics GP now handles Cash Receipt with Journal Entries

MoversSuite now sets the cash receipt number in lieu of the order number so that transactions for journal entries on cash receipts auto-apply in Dynamics GP. Prior to this release, these transactions would not auto-apply.

(7107)

Revenue Entry Fixes

More Effective Revenue Error Handling

We updated the way MoversSuite reports and handles errors during a revenue generation, storage billing, and statement creation. Prior to this release, Posting Information displayed though an error was encountered when generating transactions.

(7198)

Schema Changes Version 5.15

The following link allows you to navigate through all MoversSuite tables and allows you to view field properties, such as type and maximum value size.

Graphical View of the MoversSuite Database (5.15)

Below are videos created during this release of MoversSuite.

Order Archive

This video was developed for administrators on using the Order Archive tool in MoversSuite Administration, however, it provides a great overview of what all is impacted when an order is archived and un-archived.

Find & Quick Find

Discussed in this video is the Find and Quick Find functions. This five minute video covers the basic usage of these two functions used to retrieve MoversSuite orders and includes a quiz to reinforce what you’ve learned.

Click here to download release notes (5.12)

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

IMPORTANT RELEASE REQUIREMENTS

The following requirements are needed for this release:

Microsoft Dynamics GP 2013 R2

Microsoft Dynamics GP Build ATIP 12.0.7

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

KNOWN ISSUES EXIST FOR THIS RELEASE

Refer to the next section

The following issues are known problems that may affect your decision to upgrade to this version of MoversSuite. The following are not fixed for this release.

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)

This section lists the enhancements made to MoversSuite for this release.