Document Number

 

Document Numbers generated through MoversSuite store accounting transaction data that was posted in Microsoft Dynamics GP. In addition to being visible in Microsoft Dynamics GP, Document Numbers are referenced in the following places in MoversSuite:

 

AR Collections Report

Commission Statement Report

Dynamics GP Order Inquiry

MS Order Transactions Report

MS Transactions by Order Report

My Generated Commissions Report

Order Billing Inquiry Report

Payment Application

Payment Management Adjustments Report

Payment Management Van Line Distributions Report

Posting Information

Revenue Generated Report

Revenue Generated for QuickBooks Report

Sales Revenue Generated Report

Settlement Entry

Transactions

Transactions in Process Report

Transactions Not in GP Report

 

The following image of the Posting Information dialog highlights a MoversSuite Document Number.

 

Figure 36: Posting Information

 

The Document Number consists of the following format:

 

[ Module ] + [ Year ] + [ Sequence ]

 

Example: “RV201500001039” is the 1039th Document Number generated in MoversSuite in 2015. And, it was created through the Revenue Entry module (see Fig. 29).

 

Transactions are typically created through the Generating Transactions function.

 

The following table provides the details of the format comprising the Document Number in MoversSuite.

 

Format Component

Size

Description

Module

2

Source module of the transaction. The module can be one of the following:


RV – Revenue Entry

PM – Payment Management

RB – Recurring Billing

CL – Claims

 

Note: Adjustments through Payment Management that result in billing records will have a “RV” sequence to indicate that they came from Revenue Entry.

 

Note for Microsoft Dynamics GP Users: “RV” sequences can indicate a revenue adjustment. “PM” sequences can indicate an actual payment.

 

Year

4

This is the year the transaction was generated (in CCYY format, e.g. “2015”). This is not the journal or posting year.

Sequence

8

The sequence is a company-wide and unique transaction identifier shared across all documents and vouchers and all modules. It is a right-justified and zero-padded number (e.g. “00001039”) that begins with 00000001.

 

Note: The sequence is reset at the beginner of every year.

 

The sequence is not module specific. For example, if three transactions are created concurrently in MoversSuite in three different modules, then something like the following would be stored for the Document Number:

 

RV201500000001

RB201500000002

PM201500000003

CL201500000004

 

 

 

RELATED TOPICS:

Date and Timestamps

Generating Transactions

Posting Information