Setting

Description

Order Number

The order must be booked in MoversSuite and be active with an open Order Status. Orders that are archived, cancelled, completed, or voided are not available for Recurring Billing and Storage.

NOTE: Setting the MSS Order Status to a value that reflects storage, e.g. “In Storage,” is useful when viewing many reports, such as the Orders without Bill Date Report.

MSS Order Status

Name, Address, Phone

Shipper Name

Last Name/Company Name is required to book an order. Optionally set First Name/MI as well.

Email

The Email address is needed if invoicing and/or the customer is set up for electronic payments.

Salesperson

If the Salesperson receives a commission for the storage, verify they are set on the order.

Move Information

Hauled Weight

Setting these values assists in determining rates for storage items. All fields are documented within the Move Information topic.

Type of Move

Commodity

Authority

Agents

Document agency participation on the order by setting one or more agent. All fields are documented within the Agents topic.

Hauling Agent

SIT/Recurring Billing

Billing Record

Establish a Billing Record that includes all necessary values. All fields are documented within the Billing Record topic.

Billing Items

Add Billing Items for each item you wish included in the storage billing run. All fields are documented within the Billing Items topic.

Payment Setup

Establish email connection and/or payment options for billing within the Payment Setup tab.

Billing Information

Customer

Setting a Customer determines the default address for the invoice/payments and links billing to the Microsoft Dynamics GP database. You can also set the Customer at the Billing Record level as well.

Tariff/Rate

You can determine which rates to pull in for the storage billing items by setting this field. You can also control which Rate Table is referenced through the Billing Record.