Column

Column Heading

Description

A

Company Name

Provide the name of the company associated to the invoice. This value is set as the Last Name/Company Name on the order.

B

Customer No

Enter the customer identifier. The customer must exist within your accounting system, e.g. Dynamics GP, and match what is supported within MoversSuite. Use the Customer Find to verify the customers defined within your system.

C

Invoice No

Using as Order Number in MoversSuite:

Provide the order number associated to the revenue from the external system. This value is referenced when adding or updating records in MoversSuite. Specifically, it matches to the Order Number in MoversSuite. If the order exists, then you will receive a warning that indicates that if you continue with processing, then the transactions will be generated for the order existing in MoversSuite.

If no order exists, one will be created in MoversSuite with the value associated to the Invoice No.

You can have multiple lines for each Invoice No (order), i.e. you can import as many transactions as you want for the same order number.

Using as Invoice Number in MoversSuite:

If you wish to build invoices in MoversSuite, then you must set the MoversSuite Order Number within the Customer Reference column and then set this column as a unique Invoice Number to be added to MoversSuite. This feature and the Customer Reference column are enabled through the Step 1 Import Parameters option of Use Customer Reference column as Order Number. When this option is checked, you can also set the Create MoversSuite Invoices flag as well to build new invoices in MoversSuite.

D

Invoice Date

Provide the date of the invoice. This value is set as Book Date in MoversSuite application.

E

Item Code

Displays the line item description from the external system. Data in this column is for reference only.

F

Amount

Provide the dollar amount of the line item.

G

Salesperson

Provide the identifier on your external system for the appropriate salesperson to receive a commission. The import process matches this value to a salesperson through the Interface Mapping within Personnel Setup. Utilize this field to auto-commission the salesperson for imported items.

NOTE: Only one Salesperson can be associated to a single order, i.e. cannot have multiple Salesperson identifiers set for the same imported invoice. No other labor types can be commissioned at this time.

H

Warehouse

Enter the identifier for a Warehouse. Data in this column is for reference only.

I

Transaction No

Enter the Transaction number of the order. Data in this column is for reference only.

J

Date

Enter the order date. Data in this column is for reference only.

K

ItemId

Set the identifier for each line item. This identifier must map to codes within XML Item Code Setup to map the line item to a known MoversSuite Item Code.

L

Customer Reference

If you wish to specify a MoversSuite Order Number through this column, you can provide the Order Number value in this column. This feature is enabled through the Use Customer Reference column as Order Number setting within the Step 1 Import Parameters. If enabled, you can also reference a new MoversSuite Invoice Number through the Invoice No column (above). Refer to the Step 1 Import Parameters topic for details on these settings.