Column

Description

Import

Users can place a checkmark () in this column to select records to be imported individually through the Import Agent Revenue dialog.

Description

This column displays the transaction description for the Distribution Code from the incoming record.

Note:  MoversSuite suggests setting up Item Codes and Service Codes to match these Distribution Codes.  This provides workflow consistency as the transactions are processed and invoiced in MoversSuite.

See Service Code (Accounting) Setup and Item Code Setup for more information.

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.

Distribution Code

The code used to identify the transaction of the incoming record displays in this column.  The Description value corresponds to this code.

Note:  MoversSuite suggests setting up Item Codes and Service Codes to match these Distribution Codes.  This provides workflow consistency as the transactions are processed and invoiced in MoversSuite.

See Service Code (Accounting) Setup and Item Code Setup for more information.

Revenue

The dollar amount of the line item transaction displays in this column (black for positive amount and red for negative).

Percentage

This column displays the percentage that this line item (Distribution Code) is for a particular agent from the total revenue of the same item.  For example, if packing charges are split between multiple agents, then the percentage of each will be taken from the total revenue of the particular packing item. 

Imported On

The date (in MM/DD/CCYY format) that the import was processed on displays in this column.