The process described below illustrates a revenue entry procedure for local services and assumes the user has requested a Local Service, crew assignments, and Work Ticket(s) generated.

 

1.    Access the Mover’s Suite application,

2.    Open the Revenue Entry interface,

3.    Use the Find feature to retrieve a sub-order,

4.    Access the Order Information tab,

5.    Press Edit to make changes,

6.    Select data values for required fields, such as Revenue Clerk, Commodity, Authority, Tariff/Rate, etc.,

7.    Press the Local Service Rating button and the Enter Actuals – Select Service dialog will appear.  These are the transactions that were generated in Local Dispatch for the sub-order,

Figure 6: Enter Actuals - Select Service dialog.

8.    Select a service to import by clicking on a line within the Select Service grid,

9.    Click the OK button and the Release Work Ticket dialog will appear,

10.  Press Update Crew and the Update Crew dialog will appear,

11.  Set the Start and End time fields and make other changes, as needed,

12.  Press Add to make the crew time available in Revenue Entry,

13.  Repeat Steps 10 through 12  to update Equipment, if needed,

14.  Press Done when data entry is complete.  This will close the Release Work Ticket dialog.  These transactions will now be available to be imported as Revenue Items,

15.  Open the Transactions tab,

16.  Press the Import Revenue button and the Import Revenue dialog will appear,

Figure 7: Import Revenue dialog.

17.  Choose Import Local Services from within the Select Import Source section,

18.  Press Import and the Import Actuals – Select Service dialog will appear,

Figure 8: Import Actuals - Select Service dialog.

19.  Click on any record within the grid,

20.  Press OK and the dialog will close and the Transactions grid will display the records imported.

 

Local services items imported into the Transactions grid can be edited or deleted.  When these items are ready to be invoiced a user can generate invoices for the transactions, as described in the process below.

 

Items manually entered in Revenue Entry should reference the Work Ticket number assigned to the service.