Quote Import

The Quote import type represents revenue generated from accepted quotes established for the order through the Quotes System. Only quote records with a Status of Accepted will appear as a type within Revenue Import.

The application uses the Import Agent Revenue screen to processing this import type.

The following table contains data unique to this import type.

Column	Description
Import	Users can place a checkmark () in this column to select records to be imported individually through the Import Agent Revenue dialog.
As Group	Checking this option within the grid instructs MoversSuite to create a revenue group for the item within the Transactions tab. Leaving this option unchecked, the application creates revenue items.
Description	This column displays the agent participating role in the order as Booking, Origin, Destination, and Hauling.
Agent ID	The identification number for the participating agent receiving the revenue displays in this column. The Agent ID must match to an Agent ID for an Agent Setup record within MoversSuite. If the agent affiliated to an item is incorrect, the sender and the record must change the agent and resend the record.
Item Code	MoversSuite Item Code used for transaction processing of the quote item displays in the column. See Item Code Setup for more information.
Amount	The dollar amount Charge set for the quote within Add Quote displays in this column.
Imported On	The date (in MM/DD/CCYY format) that the import was processed displays in this column.

RELATED TOPICS:

Import Agent Revenue

Importing Quotes into Revenue Entry