Field/Function

Description

Order Number

Current Order Number of the record being viewed displays.

Shipper Name

Name on the order being viewed, pulled from the Last Name/Company Name and First Name/MI fields on the Name, Address, Phone tab.

Revenue

Select the appropriate type used as the basis for the revenue on the job costing calculation, i.e. the source of the revenue needed for costing calculation. The following options are available and are used to determine what revenue amount is referenced for computing Gross Margin and Profit/Loss values.

From Estimate Amount

With this option, the application sets the anticipated revenue amount from what is set for the Actual Amount set for the order on the Billing Information or Billing Information (Revenue Entry) tab. The amount referenced displays in the amount field next to this selector.

From Accepted Quotes

With this option, the anticipated revenue for costing calculations is pulled from the amount of all accepted quotes. View the Quote tab to see which quotes are included (Status of “Accepted”). The amount referenced displays in the amount field next to the selector.

Manual Entry

If you wish to enter a specific amount of revenue to base job costing on, then choose this option and enter an amount in the amount field adjacent to the selector.

Press Calculate to pull in the latest data on the order and recalculate Gross Margin and Profit/Loss amounts.

Actual Billed

Once the Bill Date is set on the order, MoversSuite computes the Actual Billed amount from all revenue items (from all items listed within the Transactions tab for the order) and recalculates the finalized Gross Margin and Profit/Loss amounts.

The Actual Billed amount displays beneath the Shipper Name when the Bill Date is set. The Bill Date is managed through the Order Information (Revenue Entry)  tab.

Data Grid

Date

Date of the service displays. This is the date of the service created through Local Services and assigned to crew through Dispatch Center.

Expense Type

The column displays the type assigned to the expensed item. See the Expense Category description for more information.

Expense Category

This is the general category of expenses as one of the following:

Equipment

This is a general category for the equipment related expense items, such as the equipment assigned to the service through Local Dispatch. The description set for the Expense Type comes from Equipment Type Setup.

Labor

This is a general category for expenses related to crew assigned to the service through Local Dispatch. The description set for the Expense Type comes from Labor Type Setup (and assigned to an employee through Personnel Setup).

We measure Labor in hours and it is combination of hourly wage and a Cost Benefits Percentage, which is a fixed percentage of wages to account for indirect cost related to the service or employee.

Material

This is a general category for expenses associated to estimate counts set for the order within Containers, Packing and Unpacking (CPU). The description set for the Expense Type comes from Material Type Setup.

Third Party

This is a general category for third party services set for the order through the Third Part Services option on the Billing Information tab (see Add Third Party Item). The description set for the Expense Type comes from Description set with Add Third Party Item.

Refer to Job Costing Setup and Administration for details on the values and formulas used to calculate the cost for each of these types.

Quantity

This column displays the count of the particular expense, such as “2” for two hours labor for an assigned crew member.

There is no quantity set for Third Party category items.

Cost

Cost computes as the anticipated cost assigned to an employee, material type, equipment, etc. multiplied by the Quantity. For example, if the Average Cost set for carton is $2.00 (set within Material Type Setup) and there are 20 cartons assigned to the service, then the application calculates a gross cost amount of $40.00.

Third Party expenses show as the amount of the service.

Gross Margin

Calculated as the amount of Profit/Loss divided by the Revenue amount or Actual Billed amount (if finalized). Use Gross Margin to determine how close the profit or loss is to the revenue of an order (determines effectiveness of the estimation and service assignments).

Profit/Loss

This is the amount difference between original revenue amount and the costs associated to the order. Profit/Loss calculates as the Revenue amount or Actual Billed amount (if finalized) less the sum of all Cost items. If the Revenue amount is $500 and the total of all expenses is $350, then the profit is $150.

Close (Alt+C)

Press this button to close the Job Costing window.