Welcome to Mover's Suite Software What Mover's Suite Can Do Key Features of Mover's Suite The Mover's Suite System Integrated Modules Move Management Services Accounting and Financial Services External Applications Third Party Interface Integration: Supporting Applications Supporting Applications and Interfaces Supporting Applications Third-Party Interfaces Using Online Help Navigating through the Online Help Using the Online Help Search Installation Overview System Requirements Hardware Requirements Software Requirements Mover's Suite Administration Technical Support Incident Submission Call-In Support Product Feature Comparison Compatibility Matrix Introduction to the Mover's Suite Application Startup Screen Title Bar Menu Bar File Menu Option Go To Menu Option Move Management sub-menu Accounting & Financial Sub-Menu Common Services Sub-Menu Tools Menu Option Manage Sub-Menu Reports Menu Option Letters Sub-Menu Accounting Tools Menu Option Third Party Applications Menu Option Help Menu Option Information Bar Contents Screen Move Management Services Common Services Accounting & Financial Services Frequently Asked Questions (FAQ) Commission Statements FAQ General Application FAQs IGC Software Integration FAQs Quote System FAQs Software and Hardware Requirements FAQs Support FAQs Newsletters What's New in Mover's Suite 3.7 Bug Fixes and Patch Information for 3.7 General Application Enhancements Cash Receipts Enhancements Commission Statements Enhancements Invoicing Enhancements Licensing Enhancement Microsoft Dynamics GP Enhancements Notes Enhancements Payment Management Enhancements Queuing Services Upgrade Recurring Billing & Storage Enhancements Reporting Enhancements Revenue Entry Enhancements UniGroup Download Enhancements Administrative Changes Auto Commission Options Licensing Key Registration Web User Setup New Administrative Roles Reports Setup Enhancements Preparing for User Licensing Account Profile Account Profile Management Using Account Profile to Set Order Defaults Account Profile Tab Send Email to Account Representative Setting the Primary Account Contact Changing Accounts on an Order Overriding Account Service Status Account Profile Setup and Administration Security Profile Settings for Account Profiles Related Account Profile Setup Bookmarks Requirements for Bookmarks Recommendations for Bookmarks Accessing Bookmark Files Location of Bookmark Files Reports Table Properties as they apply to Bookmark Files User Access to Bookmark Files Bookmark File and User Access Setup Working with Bookmark Documents Viewing Bookmark Documents Bookmark Fields Defined Duplicate bookmark fields Bookmarks that retrieve multiple data values Viewing Bookmark Fields Bookmark Dialog Managing Bookmark Fields Adding, Editing, and Deleting Bookmark Fields Troubleshooting Bookmarks Bookmark Field Replacement File Opening Report Missing from Menu Additional Notes on Bookmarks Example of Adding Bookmarks to a Document Claims Claims Interface Claims Screen Layout Definitions Claims Heading Bar Claims Button Row Claims Detail Tabs Claims Tab Main Grid of Claims Claims Main Grid Totaling Feature Claims Handling Revenue/Expenses Grids Claim Items Tab Claims Summary Tab Claims Tasks Tab Claims Notes Tab Customizing the Claims Interface Expandable Claims Screens Setting and Arranging Visible Columns in Claims Arranging Columns in Claims Sorting, Grouping, and Filtering Data in Claims Sorting Claims Records Grouping Claims Records Filtering Claims Records Custom Filtering of Claims Records Claims Filter Builder Saving Claims Grid Settings Resetting the Claims Main Grid Layout Managing Claims Accessing the Claims Interface Finding and Listing Claims Records Creating a Claim Record Create a Claim Record Multiple Loss Claims Claim Details Claim Items Claims Settlement Items Claims Liabilities and Chargebacks Items Claims Receivables Items Summary Data in Claims Generating Claims Transaction Claims Invoicing Handling Revenue and Handling Expenses in Claims Editing/Deleting Claims Items Closing a Claim Claim Alerts, Notes, and Tasks Claim Notes and Claim Alerts Claims Tasks Task List Report Claims Output Claims Out of Balance Claims Out of Balance Item Descriptions Claims Bookmark Data Fields Exporting Claims Data Claims Setup and Administration Initial Claims Settings Labor Type Definitions for Claims Report Setup for Claims Claims Report Profile Definitions Report Profile Detail Definitions Claim's User Setup and Access Security Profiles Settings Personnel Settings Note Types Definitions for Claims Tasks Definitions for Claims Claims Specific Settings Claim Number Setup Claims Definition Setup Claims Payment Processing General Claims Accounting Transactions Reimbursement Transactions in Claims Overcharge Transactions in Claims Graphical Version of Transaction Examples Claims FAQs Claims Setup FAQs General Claims FAQs Claims Accounting FAQs Claims Glossary Accessing Read-Only Information in Claims Claims Site Map Claims Table Definitions Detailed Example of the Claims Process Commission Basis Types Overview Invoice Amount Invoice Amount Commission Basis on a Revenue Group Invoice Amount Commission Basis on a Revenue Item Net Amount Net Amount Commission Basis on a Revenue Group Invoice Amount Commission Basis on a Revenue Item Revenue Amount Containers, Packing and Unpacking (CPU) Managing Material Types Materials Setup Screen Editing Material Types Always Display on Work Ticket Option Defining New Material Types Managing Estimate and Actual CPU Counts Accessing Containers, Packing and Unpacking Data Access to Updating CPU Estimates Access to Updating CPU Actuals Read-only Access to CPU Estimates Estimates for Containers, Packing and Unpacking Displaying Estimates on the Work Ticket Actual Containers, Packing and Unpacking Amounts Container, Packing and Unpacking within Revenue Entry Schema of Containers, Packing and Unpacking Correctly Entering a Van Line Chargeback Setting up for revenue entries Processing Revenue for a Known Van Line Chargeback Processing Revenue for an Unknown Van Line Chargeback Accounting Transaction Trees When Processing Revenue for a Known Van Line Chargeback When Processing Revenue for an Unknown Van Line Chargeback Customer Statements Generating Customer Statements Customer Statement Settings for Recurring Billing Reprinting Customer Statements Customer Statements Setup and Administration User Access to Customer Statements Defining Customer Statement Reports and Report Access Setting the Customer Statement Title Adding Branch or Van Line Images to Customer Statements Uploading an image using Microsoft Reporting Services Assigning an image file to Branch records Assigning an image file to van line records Defining a Invoice Properties record for Customer Statements Data Grids Data Grid Features Show, Hide, and Arrange Data Columns Sorting Data within Data Grids Grouping Data within Data Grids Filtering Data within Data Grids Filter Select and Basic Filtering Built-in Filter Options Custom Filter Filter Builder Saving Data Grid Settings Resetting the Data Grid Right-Mouse Click Options in Data Grids Exporting Data Grid Information Driver Advances Advance Management Advance Management Layout Creating Advances in Local Dispatch Creating Advances in Long Distance Dispatch Voiding an Advance Placing Limits on Advance Amounts Advance Processing Advance Processing Layout Generating Advance Transactions Automatic Advance File Upload Placing Holds on Advances Driver Advances Report Driver Advances Setup and Administration Security Access to Driver Advances Functionality Administrative Access to Driver Advances Setup Setting Up Drivers to Receive Advances Driver Advances Transactions Setup Setup for A/P Credit Memo Transactions Setup for A/P Invoice Transactions Driver Advances Upload File Setup Driver Advances FAQ T-Chek Upload File Format T-Chek Upload File Header Record Layout T-Chek Upload File Detail Record Layout Quick Reference to Driver Advances Setup Email and Calendar Options in Mover's Suite Sending Email Messages from within Mover's Suite Automatic Email Notifications Automatic Email Service Email Options Settings Dispatch Status Settings SMTP Settings Personnel Email Settings Automated Email Errors Monitor Orders Service Monitor Orders Service Setup Database Mail Settings Setting the Monitor Orders flag Assigning an Account Profile to an Order Contents of the email notification Technical Issues with Automatic Email Services Accessing the Microsoft Outlook Calendar Microsoft Calendar Settings within the System File Calendar Setup Warning Automated Email Services Message Descriptions Extra Stops Layout of the Extra Stop Interface Extra Stop Information section Segment Information Extra Stops Setup Defining Location Types Adding Extra Stops Adding Segment Information Exporting and Importing Extra Stop Data Invoicing Invoicing through Invoice Management Accessing Invoice Management Functions of Invoice Management New Complete/New Supplement Invoice Interface Generating an Invoice Working with Invoice Drafts Working with Invoices for Multiple Customers Grouping Invoice Line Items Adding an Invoice Line Item Editing Invoice Line Items Automatic Invoiced Revenue Line Items Updating the Bill-To Address on an Invoice Select Customer Dialog Importing Invoice Items Generating Invoices through Recurring Billing Produce Invoice Flag on Billed Items for SIT Invoice Reports and Documents Invoice Report Option Custom Invoice Reports Invoicing Setup and Administration Web Administration Tool Invoice Settings Branch Address Type Settings Branch Image URL for Invoices Invoice Requirements General Administrative Invoice Settings Invoice Group Definition Invoice Messages Settings Invoice Properties Settings Invoice Terms Settings Item Code Invoice Flag Setting Item Code Invoice Group Settings Item Code Invoice Order Settings Item Code Revenue Groups Settings Quantity Invoice Settings System ID Setting for Invoices Invoice Manual Address Flag Setting Image URL Setting Find Find Search Criteria Name and Order Number Search Criteria Dispatch Information Search Criteria Store Information Search Criteria Claims Information Search Criteria Cash Receipts Search Criteria Van Line Search Criteria Find Search Tips Special Find Procedures Using a Move Type to filter out cancelled orders Using the Task Group field to select by company name Military Forms Cross Reference to Mover's Suite Data Form 619 and Form 619-1 Contents Form 1840 Contents Office and Industrial Move Overview Office and Industrial Move Type Definitions Creating Office and Industrial Move Orders Processing Revenue for Office and Industrial Moves Revenue from a local O&I Move service Invoicing for a local O&I Move service Reporting OI Master Invoice OI Order Inquiry Quotes System Quotes System Interface Quotes System Layout Quote tab Manage Quote Interface Add/Edit Quote dialog Managing and Using Quotes Adding a Quote Copy Quote Feature Arranging Quote Detail Items Grouping Quote Details Quote Reports and Letters Importing Quotes into Revenue Entry Quotes System Setup and Administration Quote Status Setup Quotes System Security Setup Administrative Access to Quotes Setup Rating Systems Applying Rating Information Automatic Rating Information Process Using Rating Information in Recurring Billing Setup Using Rating Information in Generating Quotes Using Rating Information in Generating Revenue Items Automatic Retrieval of Order Information Use of Effective Dates in Rating Systems Importing Rating Information Troubleshooting Rating Systems Advanced Rating Systems Understanding the Rate Matrix Rate Matrix Setup Single Axis Matrices Linking the Rate Matrix to a Rate Plan Applying Rate Matrix Rating Information Rating Systems Setup and Administration Rate Plan Setup Rate Type Setup Rates Setup Advanced Rating System Setup Rating Systems Reports Rates by Rate Plan Report Rate Matrix Report Rating Systems Overview Diagram Tariff/Rate versus Rate Table Recurring Billing and Storage Recurring Billing Setup Billing Items Creating a Storage Billing Record Ending Recurring Billing Recurring Billing Management Generating a Billing Run Storage Billing Processing Deferred Storage Billing Storage Information Features SIT Information Storage Requirement Recurring Billing and Storage Reports Recurring Billing and Storage Setup and Administration User Access to Recurring Billing Security Profile settings for Recurring Billing Setup Security Profile settings for Recurring Billing Management Storage Settings for Recurring Billing Storage Billing Cycle Type Settings Storage Item Type Settings Storage Setup Settings Storage Type Settings Warehouse Settings Miscellaneous Storage Setup Storage Requirement Setup Optional Recurring Billing and Storage Setup User Access to Billing Invoice Reports New Orders with Pre-Existing Storage Creating a New Orders with Pre-Existing Storage Billing Cycle Overview Calendar Dating Option Prorating Options Half Month Prorating Daily Prorating Is Arrears Flag Billing Cycle Examples Reports Reporting with Mover's Suite Using Report Documents Report Menu Option Report Viewer Letters Menu Option Accessing Documents through Buttons Accessing Reports through a Reporting Server Report Setup and Administration Reports Setup Report Type Setting Report Name Setting Report Path Setting System ID Setting Available System ID Values Multiple Document Settings Render Type Setting Adding Branch and Van Line Images to Documents Custom Report Document Setup Custom Letter and Crystal Report Documents Custom Report Services Report Documents Allowing Access to Reports Documents Report Profile Settings Report Profile Detail Settings Report Profile Setting in Personnel Setup Troubleshooting Reports Sample Reports Settings Safety Systems Safety Information within Mover's Suite Safety Information in Local Dispatch Safety Information in Long Distance Dispatch Safety Information Reports Safety System Administration and Setup Condition Type Setup Event Type Setup Updating Personnel and Equipment Safety Information Setting and Removing Administrative Holds Logging Safety Events within the Web Administration Tool SIRVA Integration SIRVA sHub Administrative Settings for Interfacing with SIRVA SIRVA Security Module Settings External Code Mappings Settings Required for SIRVA Downloading SIRVA Download Contents SIRVA sHub Port and Location Configurations SIRVA Statement Integration SIRVA Statement Integration Security Module Settings SIRVA Statement File Format Standard Report and Document Listing System-Generated Documents Finding a Document Allied Order for Service Report AR Collections Report Billing Turnaround Report Claims Out of Balance Report Closing Ratios Report Commission Plan Details Report Commission Statement Report Crew by Branch Report Customer Statement Report Daily Crew Hours per Branch Report Deposit Statement Report Dispatching Crew Report Dispatching Crew Call Sheet Report Dispatching Equipment Report Dispatching Services Report Dispatching Work Tickets Report Dispatching Worksheet Report Dot Matrix Printer Alignment Form DPM Inbound On-Hand DPM Outbound On-Hand Report Driver Advances Report Employee Commission Plans Report Equipment by Branch Report Equipment Expirations Report Equipment Safety Events Report Equipment Crew Hours Comparison Report Estimated Crew Hours per Branch Report Gov DD 1840 Form Gov DD 1840 Delivery Out Form Gov DD 619 Form Gov DD 619-1 Form Gov SF1113 Form Hauling Label Report Idle Services Report Idle Services Master Report Item Code Mappings Report Local Services Comparison Report Long Distance Work Ticket Report MS Order Transactions Report MS Transactions by Order Report My Generated Commissions Report National Account Orders Report Nationals Accounts with Orders Report New Orders Report Non-Temp Storage On-Hand Report North American HHG BOL and Freight Bill (Moving Services Contract) Form North American Order for Service Form North American Packing Certificate and Statement of Accessorial Services Form OI Master Invoice OI Order Inquiry Report Order Billing Inquiry Report Order Invoices Report Orders Billed Report Orders Not Billed Report Orders with Revenue not Invoiced Report Payment Management Adjustments Report Payment Management Transaction Errors Report Payment Management Van Line Distributions Report Payment Receipt Report Payroll Distribution Report Performance Review (Web Survey) Report Personnel Expirations Report Personnel Safety Events Report Quote Form Effect of Grouped Quote Items Rate Matrix Report Rates by Rate Plan Report Recurring Billing Check Report Reports and Letters Report Revenue Generated Report Revenue Group Details Report Revenue Not Generated Report Revenue Transaction Errors Report Sales Numbers Report Sales Revenue Generated Report SIRVA Bill of Lading Special Services Invoices Standard Invoices Standard Label Storage Billing Summary Report Storage Details Report Task List Report Trips by Driver Report Unassigned Orders Report Unassigned Orders Master Report UniGroup HHG BOL and Freight Bill Form UniGroup Special Services BOL Form Unregistered Orders Report Unregistered Orders Master Report User Details List Report Work Ticket Tasks Task Dependency Dates UniGroup Downloads UniGroup Download Setup and Administration Generic User Required for UniGroup Memo Pad Download Note Types Setup for Memo Pad Download UniGroup Van Line Carton Codes supported by PRIC UniGroup Download Content UniGroup Registration Downloads UniGroup Registration Download Header UniGroup Name and Address Record (AOM) Download Address Change Record (ADDR) Download Pricing, Military, and order Changes Record (END) Download Contents Equipment Download Record (EQP) Download Extra Stops Record (EXT) Download International Record (INTL) Download Pricing Record (PRC) Download Registration Details Record (REGI) Download Special Instructions Record (SPE) Download UniGroup Memo Pad Download Content UniGroup Dispatch Download Content UniGroup Auto Dispatching UniGroup Rating Download UniGroup Rating Order Download UniGroup Distribution Download UniGroup Download Content by Application Location UniGroup Uploads UniGroup Upload Setup and Administration Memo Pad Upload Note Types Setup for Memo Pad Uploads Valid Note Codes for Memo Pad Uploads Setting Note Types for UniGroup Memo Pad Uploading to UniGroup Memo Pad UniGroup HHGD and Special Services Uploads Access to UniGroup Order Upload Options Troubleshooting UniGroup Uploads UniGroup Memo Pad Upload Contents UniGroup Household Goods Upload Contents UniGroup Special Services Upload Contents UniGroup Upload Content by Application Location Web Administration Tool Web Administration Recommendation Web Administration Tool Design and Features Accessing the Web Administration Tool Web Administration Screen Layout Features of the Web Administration Tool Web Administration Password Protection Web Administration Session Timeouts Web Administration Tabbed Screens Web Administration Paging Display Option Sorting and Filtering Data within Web Administration Web Administration Copy Functions Multiple-Record Mappings in Web Administration Calendar Selector User Roles and Access Setting User Name and Password Assigning User Roles Available User Roles User Role Example