Generic Revenue Import allows you to import billing items from any source through a spreadsheet into MoversSuite. These items are processed through a series of guided steps that take the items all the way through to generated revenue transactions.
Overview
The process takes a formatted file, expected to be in one of three types (.csv, .xls, .xlsx) and allows you to import the file through the Generic Revenue Import option available through the Accounting Tools Menu. When you open the Generic Revenue Import, you are presented with a series of processing screens that navigate through verifying the import file contents, its necessary mappings, through to accounting transaction generation.
The transactions are linked to an order defined within the file. On subsequent imports, if the order exists, the transactions are added to the existing order. Otherwise, if the order does not exist a new order is created in MoversSuite.
The following is an overview of the steps involved with processing a Generic Revenue Import File:
1. Create the spreadsheet as outlined within Generic Revenue Import File.
2. Import this file into MoversSuite through the Generic Revenue Import option from the Accounting Tools Menu.
3. Use the guided steps within the Generic Revenue Import window to process the file.
4. View order and transaction data through the Transactions tab and Summary tab within Revenue Entry.
5. Optionally generate invoices.
6. Revenue personnel can post transactions associated to the import file within Dynamics GP.
Third Party Revenue
Revenue items from a third-party system can import into MoversSuite using a similar spreadsheet file. This file must contain “3RDPARTY” in the A1 cell of the import along with additional fields to build the transaction data.
Refer the Third Party Revenue Import topic for more information.
Setup Information
File Layout Information
Usage Information
Generic Revenue Import Process