Reduction Template Setup

MoversSuite Administration > Accounting and Financial Services > Reduction Template

Use this setup to specify individual reduction items that can be applied to transactions. This setup defines how the reduction is calculated, effective date range that the reduction is valid for, and the option to reduce the reduction by other reduction templates.

These records are available to assign to revenue items through the Reductions screen.

Reference the data in the following table when managing these records.

Field	Description
Description	Enter a title for the template (up to 128 characters). The values entered here will be available as Reduction Template options in Reductions and Add Group Reductions.
To Agent	Select a default agent (Agent Setup) assignment for the add back to the reduction when reductions are applied.
To Item Code	Select a default agent (Item Code Setup) assignment for the add back to the reduction when reductions are applied. Add back items include credit card expense or national account escrow.
To Branch	Select a default branch (Branch Setup) assignment for the add back to the reduction when reductions are applied.
Effective Date Basis	This setting determines which MoversSuite date will be used to compare with the effective dates of this record. The following dates are available: Current Date Base the effective date on the current system date. The Current Date will be used when no other basis date is set. Delivery Date Base the effective date on the Actual Delivery Date set within Move Information. If this date is not set, then the first date in the Delivery Date spread will be referenced (first Delivery Date in the Range tab in Move Information). Load Date Base the effective date on the Actual Load Date set within Move Information. If this date is not set, then the first date in the Load Date spread will be referenced (first Load Date in the Range tab in Move Information). SIT Delivery Out Date Base the effective date on the Actual In Date of SIT at the Destination in SIT/Recurring Billing.
Inactive	Setting this flag marks this record as inactive and users will not see this record as an option within the options available in MoversSuite, such as within Add Revenue Item. Use this option if you cannot delete the record (because it links to another record) and do not want it available to users in MoversSuite. Options exist through the selected records option menu (), available in the upper right-hand corner of the screen that allow you to mark all records displayed in the grid as inactive or active. Figure 77: Options menu for selected records