Field/Function

Description

Payment Information

Customer

Select the billed customer for the order. Utilize the Customer Quick Find feature by typing in the field. Use the  to access a list of recently referenced customers or press  to use an advanced search through the Customer Find screen.

Selecting the customer modifies the list available through the Choose Billing Address screen.

Bill to Address (Alt+B)

This function opens the Choose Billing Address screen allowing you to select an alternate address for the billing.

NOTE: When selecting a customer, the billed address is set to the Primary address established within Microsoft Dynamics GP. 

Payment Type

Select a type for the billing of the order.

Payment Method

Select a method of payment for the order from those defined within Payment Method Type Setup.

Credit Authorization

Represents either the credit authorization code from a van line or own authority company extension of credit for payment of the order.  It can also represent the authorization number for a credit card payment (up to 30 characters).

Purchase Order Number

Purchase order number submitted by the national account assigned to the order (up to 30 characters).

National Account

Account

Select the Account by name of By Number that will be representing the order from the list of those defined within Account Setup.  The selector () contains both the name and number of the national account.

NOTES: When an account is selected, data for the Name, Contact, Phone, Extension, and Memo will automatically populate. 

NOTE: The application auto populates all National Account fields, however, you can update the Name, Contact, Phone Number, Extension, and Memo fields after the account is set. The application saves these changes to the order record only and the changes do not affect the data within Account Setup.

Name

Enter the name of the account (up to 30 characters).

Contact

Enter the name of the contact person at the account for this order (up to 30 characters).

Phone

Enter/update the contact phone number for the agent.  Press the phone icon () to access Phone Number Entry.

Extension

Enter/update the phone number extension (up to 10 digits) for the agent contact.

Loc Num

This field displays the default Location Number added through the Account Setup screen for the tied National Account. In case there is no Location Number added in the Account Setup screen, the Account Number field is sent as the Billing Location Number for use during a registration.

         Note: This field is editable and can be updated prior to saving.

Address

This field displays the address set for the selected account.

City

This field displays the city set for the selected account.

State

This field displays the state set for the selected account.

Country

This field displays the country set for the selected account.

Postal Code

This field displays the zip code set for the selected account.

Memo

Notes regarding the national account and/or its relationship to the order (up to 60 characters).

Rating Information

See Rating Systems for more information.

Tariff/Rate

Tariff or rate applied to an interstate or intrastate order.  The field can be interpreted as a tariff for van line rating imports or a rate when computing revenue and billed services internal to MoversSuite.

Section

Van line supplied section number used to ship the order (up to 4 characters).

Not available for Office & Industrial orders.

Discount

Van line discount amount applied to the tariff.

Contract

Local tariff or national account contract number used for an own authority order (up to 12 characters).

Note: 

Contract codes are administrated through MoversSuite Administration (standard) > AFS > Contracts > Contract Master.

Peak Rates Apply

Set this flag to indicate that peak rates apply to the billed amount.

Not available for Office & Industrial orders.

Estimate Amount

Enter the original estimate amount taken from survey results.

Not available for Office & Industrial orders.

Actual Amount

Enter the actual dollar amount for the cost of the move.

Not available for Office & Industrial orders.

Team Pay

Set this flat to indicate that team play rules apply to the billed amount.

Not available for Office & Industrial orders.

Other Information

Invoice Requirement

Setting determines whether a record displays on the Orders with Revenue not Invoiced report or not.  Refer to Invoice Requirements Setup topic for more information.

Revenue Clerk

Set the person responsible for processing the order through Revenue Entry, typically at the time of release or billing.

Note: Personnel must have Status of ACTIVE and Labor Type of Revenue Clerk to be assignable through this field.

Bill Date

Enter the billing or payment release date.

See Date Fields for data entry options.

Bill International To

Specify the type of entity being billed on an International Orders order. Choices include the following:

Agent

Set this field to Agent to indicate that the party being billed the one specified as the Bill To Agent on the order.

National Account

Set this field to National Account to indicate that the National Account on the order is to be billed.

This setting is referenced by the UniGroup International Interface.

Bill To Agent

Available on an International Orders record only, this field allows you to select the agent that is to be billed for an International Orders order. Specifically, this setting is referenced by the UniGroup International Interface. The drop-down selector includes sortable columns for the Agent ID, Agent Name, and Van Line affiliation.

Use the Agent Find for advanced search and selection options.

Reference Agent Information for detailed information on the selected agent.

Send an email message to an agent contact through this option. The application opens a new mail message window for the default mail service on your system. Refer to Email Services and to MoversSuite Email Service for more information.

Hauling Documents Received

Enter the receiving date of transportation documents for the order. 

See Date Fields for data entry options.

Not available for Office & Industrial orders.

Tendered Date

Date your company was assigned the order by the account managing the service.

COD Collection Amount

For Atlas Integration, set the dollar amount associated to COD collection.

Commodity Detail

For Atlas Integration, select the commodity associated to the order. The values available through this setting are defined within Commodity Detail Setup. Refer to Atlas SUDS Order Upload for more information.

Haul Mode

For Atlas Integration, select the hauling mode associated to the order. The values available through this setting are defined within Haul Mode Setup. Refer to Atlas SUDS Order Upload for more information.

Will Advise

For Atlas Integration, check this flag accordingly to indicate the Will Advise status for the order. The following options are available:

Not set (NULL). This is the default for the flag and indicates that no Will Advise status has been issued.

Yes. A checkmark indicates that the status of the order on the Atlas SUDS system is Will Advise.

No. An empty box indicates that the status is not Will Advise on the Atlas SUDS system.

Refer to Atlas SUDS Order Upload for more information.

Third Party Services (Alt+Y)

Opens the Third Party Services screen which allows a user to document services for the order provided by a third party. 

Note: This data is typically sent to a van line for processing.  

Additional Charges (Alt+D)

Opens the Additional Charges screen which allows a user to document additional charges to the standard billing of an order. 

Note: This data is typically sent to a van line for processing.  

Invoices (Alt+I)

Opens the Invoice Management screen allowing a user to view and manage invoices for the order.

AR Summary (Alt+M)

This function opens the AR Balance Summary providing the user with balance information for customers associated to the order. 

See Summary for more information.

Guarantee Price Info (Alt+U)

This function opens the Guarantee Price Information screen allowing a user to assign rates to containers, packing, and unpacking items and to set maximum container/packing charge and credit per CWT amounts. 

Note: This data is typically sent to a van line for processing.  

Not available for Office & Industrial orders.

Order Personnel (Alt+P)

This function opens the Order Personnel dialog allowing the user view personnel assignments for the order.

Not available for Office & Industrial orders.