Q: Will a temporary vendor be created each time that more than one check is drawn for a customer?
A: The Claim Type involved in the cash-out transaction(s) determines the number of temporary vendors that are created and used. If the cash-out transactions involve only one Claim Type, then only one temporary vendor will be needed. Likewise, if a cash-out involves two Claim Types, such as HHG and Property Claim, then two temporary vendors will be created.
Note: Although Mover’s Suite will generate the temporary vendors, a vendor class for Claims must exist in Microsoft Dynamics GP. When a settlement is created, Mover’s Suite, along with Microsoft Dynamics GP, creates temporary vendors in the form of CLM1, CLM2, CLM3, etc.
Q: When payments are made to a temporary vendor, does that data stay in Microsoft Dynamics GP?
A: Yes. In fact, the data stored for a temporary vendor should be purged on a periodic basis.
Q: Can an interagency charge be applied (passed down) to a driver or participating agent that had a cash charge?
A: A fee can only be charged to a participating agent, not a driver. When generating the transactions in the Claims Handling Revenue/Expenses to apply the fee to the agent, use the same Item Codes defined for the Claim Chargeback.
Q: Does the Commission Statement list individual driver chargeback items?
A: Yes, they appear under the corresponding Order Number and not in the Other Transactions section.
Q: What intercompany transactions are created when charging back to a participating agent that is not an agent of the order?
A: The chargeback transactions are the same whether the agent is included as part of the order or not.
Example:
Assume that both branches belong to the same Microsoft Dynamics GP company and the following:
If both branches belong to the same company in Microsoft Dynamics GP and Branch 1 is the branch on the claim and Branch 2 is the participating agent receiving a $500.00 chargeback.
The accounting transactions would be as follows:
|
Branch 1 Settlement Clearing Account |
|
Branch 2 Account referenced through the Chargeback Type (Item Code) | ||
|
|
$500.00 |
|
$500.00 |
|
Note: View the Mover’s Suite Administration > Common Claims > Claim Chargeback Type setup for the Item Code matching the Chargeback Type in use.
If the branches belong to separate Microsoft Dynamics GP companies, then the following transactions would occur:
Transactions occurring to the branch assigned on the Claim for one company:
|
Settlement Clearing Account |
|
Intercompany Account | ||
|
|
$500.00 |
|
$500.00 |
|
Transactions occurring to the chargeback branch listed under a second company:
|
Account associated to the Chargeback Type (Item Code) |
|
Intercompany Account | ||
|
$500.00 |
|
|
|
$500.00 |
For more on accounting transactions, refer to the Claims Payment Processing section.
Q: Can a chargeback to driver be divided into weekly installments? If so, what’s the correct way process the transactions?
A: Installments to a driver can be made for a chargeback by entering the chargeback and generating transactions with a separate Document dates for each in Microsoft Dynamics GP. For example, a $1000.00 chargeback to a driver can be divided into four weekly installments of $250.00. Four separate chargeback entries will be made along with transactions dated for 4/4, 4/11, 4/18, and 4/25.
This proceeding in this manner, all transactions will appear on the Commission