The following items are included as part of the upgrade for the enhancement to Revenue Entry:

•      Split hauls and overflow situations in a rating send can now be handled; ability to edit a Hauling Split has been added to the Transaction tab

•      Revenue Import can now display split hauls for UniGroup Rating Sends

•      Display commissionable personnel from all related order segments (appears on the Order Information tab)

•      Auto commissions are now generated from revenue items being created (either manually or through an import); previously auto commissions were only generated through a revenue group

•      New setup to enable a specific Labor Type to be eligible for an auto commissions is available within the Web Administration Tool (Web Administration Tool > Accounting Setup > Auto Commission Options); this definition will also limit which Item Codes can be auto commissioned.  Refer to the Administrative Changes section for details

 

Updated Order Information

 

The Order Information tab has been updated and includes the following:

•      More robust customer information section,

•      Updated Address Information section that contains a Primary/Secondary toggle

•      Quick information on Third Party Services and the number of Printed Work Tickets

•      Addition of the Invoice Requirement setting

•      Commissionable Employees section includes Labor Area, POS data, and sorting capability

 

 

Figure 21: Revenue Entry > Order Information > Customer Information

 

 

Figure 22: Revenue Entry > Order Information > Address Information

 

Commissionable employees from all order related segments (POS) will now appear in the Commissionable Employees section.

 

Figure 23: Revenue Entry > Order Information

 

 

Split Hauls Addition

 

Prior to this release split hauls were not handled on rating imports and a user had to make manual adjustments to account for them.   Now, split hauls are interpreted and users can view them within the new Split Haul tab in Revenue Import.  All information relating to a split is visible.

Figure 24: Split Haul tab within Revenue Entry > Revenue Import

 

Split hauls will displays as separately allocated lines for the same revenue item within the Transactions grid.   The example in Figure 25 (below) illustrates that two revenue items titled “Linehaul Base Charge” are listed for the Transportation group, each representing a split allocation of a charge.  Note: The allocated amounts can be viewed through the Edit Revenue Group dialog (select the group and press Edit Item).

 

Figure 25: Split haul example

 

Once a group is selected that contains a split the user will be able to view and access the Hauling Splits button (see  Figure 25).  The Hauling Splits dialog is a way for a clerk to quickly view all driver split information for the group. 

 

Figure 26: Hauling Splits dialog

 

Note: The Hauling Splits dialog displays the same data as viewed within the Split Hauls tab in Revenue Import.

 

The computation of the allocation percentage used to compute the charges with splits is detailed within the Edit Revenue Item interface.  The Allocation Percentage field label has been updated to include the factors used to compute the value. 

 

Figure 27: Revenue Entry > Transactions > Edit Revenue Item

 

Description for Imported Items 

 

The Description for items imported into Revenue Entry is now pulled from the Item Codes table.    Whatever is defined for the items will be what is displayed throughout Mover’s Suite, including Revenue Entry and on invoices.

 

Figure 28: Revenue Entry > Revenue Import > Accessorials

 

 

Auto Commissions

 

Prior to this release auto commissions could only be generated under a revenue group, now they can be optionally set to reference the specific Item Codes assigned to the particular person on the order.

 

Refer to the Auto Commission Options section for further explanation of this functionality.