Use Revenue Entry to enter and manage revenue and related expense of an in-house move request or that imported from an external application, such as a van line. Revenue Entry provides summary posting data and invoicing options and the ability to generate transactions sent to and posted in Microsoft Dynamics GP.
Figure 1: Revenue Entry
The following table describes the tabs available in Revenue Entry.
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Tab |
Description |
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Manage key move, personnel, and billing data using this tab. | |
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Record payment data and other attributes that affect the revenue amount of a move request with this tab. | |
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Process import revenue from external applications and from Quotes using this tab. | |
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Create and manage revenue and related expense transactions imported from external applications, generated in-house (through Quotes, Local Services, and Local Dispatch), or those manually entered within the Transactions tab. | |
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Review posted and open dollar amounts form commissions, by branch of service, and company revenue for an order. Create accounting transactions for items open in Transactions, create invoices, and view balance summaries for accounts receivables within the Summary tab. | |
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Document Storage-in-Transit and establish storage billing records for an order within this tab. | |
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Define authorized agents (origin, destination, booking, hauling) of an order and related data using this tab. | |
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Manage the workflow of an order using this tab. | |
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Enter data specific to a military or government move request using this screen. | |
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All order notes associated to an order are visible within this tab. | |
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Enter system and account specific data using this tab. | |
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Associate the order to a profile providing many default settings for the order based on a particular account using this tab. | |
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Define and manage quotes for proposed service charges using this tab. |
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