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:
MS Transactions by Order Report
My Generated Commissions Report
Payment Management Adjustments Report
Payment Management Van Line Distributions Report
Revenue Generated for QuickBooks Report
Sales Revenue Generated Report
Transactions in Process 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:
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
|
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