Column

Column Heading

Column Value

A

Company Name

Provide the name of the company associated to the invoice. This value is set as the Last Name/Company Name on any new order added during this process.

Refer to Last Name/Company Name field description within Name, Address, Phone for details.

Field maximum size is 26 characters.

B

Customer No

Enter the customer identifier. The customer must exist within your accounting system, e.g., Microsoft Dynamics GP, and match what is supported within MoversSuite. Use the Customer Find to verify the customers defined within your system.

Field maximum size is 15 characters.

C

Invoice No

This setting can be referenced as an Order Number or Invoice Number. What is referenced through this setting is based on what options are set on the Step 1 Import Parameters screen.

Using as Order Number in MoversSuite:

Provide the order number associated to the revenue from the external system. This value is referenced when adding or updating records in MoversSuite. Specifically, it matches to the Order Number in MoversSuite. If the order exists, then you will receive a warning that indicates that if you continue with processing, then the transactions will be generated for the order existing in MoversSuite.

If no order exists, one will be created in MoversSuite with the value associated to the Invoice No.

You can have multiple lines for each Invoice No (order), i.e., you can import as many transactions as you want for the same order number.

Field maximum size is 23 characters.

Using as Invoice Number in MoversSuite:

If you wish to build invoices in MoversSuite, then you must set the MoversSuite Order Number within the Customer Reference column and then set this column as a unique Invoice Number to be added to MoversSuite. This feature and the Customer Reference column are enabled through the Step 1 Import Parameters option of Use Customer Reference column as Order Number. When this option is checked, you can also set the Create MoversSuite Invoices flag as well to build new invoices in MoversSuite.

Field maximum size is 30 characters.

D

Invoice Date

Provide the date of the invoice. This value is set as Book Date in MoversSuite application.

Field format is MM/DD/YYYY.

E

Item Code

NOT REFERENCED BY IMPORT PROCESS: This setting is optional and any value set in this column does not affect the import nor does it show in MoversSuite.

Displays the line item description from the external system. Data in this column is for reference only.

Field maximum size is 50 characters.

F

Amount

Provide the total invoice amount of the third-party revenue. This is the total for all line items on the invoice. Set the specific dollar amount for each line item that you wish to capture as a separate line item and reference the Third Party Payment Amount (column O) for the specific line item amount.

Field format is NNNNNNN.NN.

G

Salesperson

Utilize this setting to automatically assign a Salesperson to the order. 

Provide the identifier on your external system for the appropriate salesperson to receive a commission. The import process matches this value to a salesperson through the Interface Mapping within Personnel Setup. Utilize this field to auto-commission the salesperson for imported items.

NOTE: Only one Salesperson can be associated to a single order, i.e., cannot have multiple Salesperson identifiers set for the same imported invoice. No other labor types can be commissioned at this time.

Reference Step 4 within the Generic Revenue Import Setup for details.

H

Warehouse

NOT REFERENCED BY IMPORT PROCESS: This setting is optional and any value set in this column does not affect the import nor does it show in MoversSuite.

Enter the identifier for a Warehouse. Data in this column is for reference only.

I

Transaction No

NOT REFERENCED BY IMPORT PROCESS: This setting is optional and any value set in this column does not affect the import nor does it show in MoversSuite.

Enter the Transaction number of the order. Data in this column is for reference only.

J

Date

NOT REFERENCED BY IMPORT PROCESS: This setting is optional and any value set in this column does not affect the import nor does it show in MoversSuite.

Enter the order date. Data in this column is for reference only.

Field format is MM/DD/YYYY.

K

ItemId

Revenue for this mapping to a MoversSuite Item Code is what is created in MoversSuite. Reference Step 3 within the Generic Revenue Import Setup for details.

Set the identifier for each line item. This identifier must map to codes within XML Item Code Setup to map the line item to a known MoversSuite Item Code.

Field maximum size is 50 characters.

L

Customer Reference

If you wish to specify a MoversSuite Order Number through this column, you can provide the Order Number value in this column. This feature is enabled through the Use Customer Reference column as Order Number setting within the Step 1 Import Parameters. If enabled, you can also reference a new MoversSuite Invoice Number through the Invoice No column (above). Refer to the Step 1 Import Parameters topic for details on these settings.

Field maximum size is 23 characters.

M

Third Party Vendor Number

If importing third-party items, set this to match a vendor you want assigned to the item. This vendor must match those defined within Dynamics GP. Refer to the Vendor setting within the Add Third Party Item (Revenue Entry) and Vendor Find for additional information.

Field maximum size is 15 characters.

N

Third Party Invoice Number

When importing third-party items, this is the Invoice Number from the third-party entity (customer). It is set as the Invoice Number within Add Third Party Item (Revenue Entry).

Field maximum size is 20 characters.

O

Third Party Amount

When importing third-party items, this is the line item amount for the item on the third-party invoice, i.e., payable amount. It is set as the Amount within Add Third Party Item (Revenue Entry).

Refer to the Amount setting (column F) to set the dollar amount for the entire invoice total.

Field format is NNNNNNN.NN.

P

Third Party Purchase Order

When importing third-party items, this is the Purchase Order Number from the third-party invoice. It is set as the Purchase Order within Add Third Party Item (Revenue Entry).

Field maximum size is 30 characters.

Q

Third Party Invoice Date

When importing third-party items, this is the Invoice Date from the third-party invoice. It is set as the Invoice Received Date within Add Third Party Item (Revenue Entry).

Field format is MM/DD/YYYY.

R

Third Party Hold

When importing third-party items, set this to “Y” to indicate you wish the payable to be placed on hold when transactions are created. Set to “N” or leave blank otherwise. If set to “Y”, the Place payable on HOLD flag is set within Add Third Party Item (Revenue Entry).

S

Discount

NOT REFERENCED BY IMPORT PROCESS: This setting is optional and any value set in this column does not affect the import nor does it show in MoversSuite.

If you wish to document any discount associated to the line item for the vendor, then enter that information in this column.