Field/Function

Description

Preview Invoice > New Complete Invoice

Available through the New Complete Invoice screen, this function creates a draft of the invoice and opens a Report Viewer window with the rendering of the Invoice Report document containing all related information for the invoice. The invoice number will be listed as “Draft.”

Generate Invoice > New Complete Invoice

Available through the New Complete Invoice screen, this function generates the invoice document and opens a Report Viewer window displaying the finalized invoice.

View > Reprint Statements

Available through the Reprint Statements screen, this function opens all selected statement record within the Report Viewer.  Statements from different runs will appear allowing the user to pick and choose statements individual to view and subsequently print, save, email, etc.

View Run > Reprint Statements

Available through the Reprint Statements screen, this function is shown when selected record(s) belong to the same run, this option will display all statements for the associated run within the Report Viewer.  This function returns the results originally generated for the run within Generate Statement.

Re-Query > Commission Statement Management

The Re-Query function on the Commission Statement Management screen checks for any open transactions in the AP system in Microsoft Dynamics GP for all vendors associated to the selected Vendor Class and updates MoversSuite accordingly. The commission statement thus produced is displayed using the Report Viewer.

View/Email Invoice > Customer Settings > Workflow (AR Credit & Collections)

The View/Email Invoice option in Workflow (AR Credit & Collections) screen allows users to access all invoices for orders with open AR for a customer.  This option opens the invoices within a Report Viewer window.

Print Receipt > Cash Receipts

The Print Receipt function of Cash Receipts screen opens a Report Viewer window displaying a payment receipt for the record.

Print Label > Contacts and Locations

In the Contacts and Locations screen, the Print Label button generates a report of printable labels for the order. The labels generate through the Report Viewer.

Print Label > Name, Address, Phone

Clicking the “Print Label” button in Name, Address, Phone tab generates a label for the opened order and displays it within a Report Viewer window.