Q: Is there a way to void an incorrect or duplicate advance made to a driver?
A: Yes. If, for some reason (such as creating an advance for the wrong driver), an advance needs to be voided, then a user can simply select the record within the Advance Management grid and press the Void button. This option is available from within both Local and Long Distance Dispatch. Refer to the Voiding an Advance section for more information.
Q: Is there a way to charge a vendor for contractors or possibly charge a GL for an hourly employee?
A: Not at this time.
Q: How far into the future can an advance be placed on an order through Local Dispatch and which date is this based upon?
A: A driver can only be assigned an advance through Local Dispatch up to 14 days into the future beyond the local Service Date. Services occurring in the past are not allowed to have driver advances.
These restrictions do not apply to advances made in Long Distance Dispatch.
Q: How is the maximum advance allowed computed?
A: Refer to the Placing Limits on Advance Amounts section for a full description.
Q: How do the Advance Cap Trip, Advance Cap Order, and Allow Amount Over Percentage options work to produce a maximum advance amount?
A: Refer to the Placing Limits on Advance Amounts section for a full description.
Q: How is a hold placed and released on an advance?
A: Refer to the both the Placing Holds on Advances and Voiding an Advance subjects for a complete description.
Q: What is the purpose of the Place Advances On Hold When Created checkbox within administrative setup?
A: The Place Advances On Hold When Created option allows for advances generated by Order to automatically be placed on hold. Use the procedure described in the Placing Holds on Advancesto set the Place Advances On Hold When Created flag to have holds be placed on advances automatically when they are created.
Q: How is a hold placed and removed when the Place Advances On Hold When Created is set or not set?
A: Refer to the Placing Holds on Advances section for a complete description.
Q: How are the Account Number and Account ID fields established and how are they used?
A: The Account Number and Account ID are set in the Advance Setup section for each employee (refer to Web Administration > User Setup > Personnel setup) and represents the employee’s information from a banking service provider.
The Account Number may be assigned to a department or a group of employees; the same number can be used for multiple employees.
The Account ID is the driver’s specific number provided by the banking service provider.
Q: Can a hold be placed against a dispatched trip?
A: A hold cannot be placed on advances generated for a Trip. However, they can be applied to orders that belong to the Trip.
Q: Will a user be required to remove holds through Microsoft Dynamics GP?
A: Holds will be removed automatically in both Mover’s Suite and in Microsoft Dynamics GP once revenue has been placed against the order. Read more in Placing Holds on Advances and Voiding an Advance section.
Q: Can more than one banking service provider company be assigned to a particular branch?
A: Not at this time. A branch can be assigned to only one banking service provider company as defined in the Company Number field within the Web Administration > Common > Branch Setup.
Q: What line haul percentage value is used in computing the maximum advance amount?
A: The total line haul percentage is used. This value gets set within the Line Haul % field in the Web Administration > User Setup > Personnel > Dispatch setup. The total amount available can be viewed within the Trip Balance field found within the Long Distance Dispatch > Current Driver Activity by Order Number and Driver or within the Disc l/h (discounted line haul) field within Move Information.
Q: When uploading advance transactions to a banking service provider, is the driver’s advance amount automatically updated?
A: Yes. Contact your banking service provider for more information.