Welcome to MoversSuite Software Products Key Features of MoversSuite The MoversSuite System Integrated Modules External Applications Supporting Applications and Interfaces Product Feature Comparison Compatibility Matrix What's New in MoversSuite General Update Notices General Application Enhancements at Version 3.10 General Application Fixes at Version 3.10 Account Profile Fixes Cash Receipts Fixes Claims Fixes Customer Statement Fixes Customer Web Portal Fixes General Fixes Invoicing Fixes Local Dispatch Fixes Microsoft Dynamics GP Fixes Payment Management Fixes Quote Fixes Recurring Billing & Storage Fixes Reporting Fixes Revenue Entry Fixes SIRVA Integration Fixes Tasks Fixes TechMate Integration Fixes UniGroup Fixes Administrative Changes Mover's Suite Administration Changes MoversSuite Administration (Web) Changes Bug Fixes and Patch Information for 3.10 Getting Started Installation Overview System Requirements MoversSuite Administration Tools MoversSuite Application Support Technical Support Incident Submission Using Online Help 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 AR Credit & Collections Using AR Credit & Collections AR Credit & Collections Workflow AR Credit & Collections Log Activity AR Credit & Collections Alerts/Tasks AR Credit & Collections Alerts AR Credit & Collections Tasks AR Credit & Collections Customer Information AR Credit & Collections AR Detail AR Detail Right-Mouse Click Options Order Personnel AR Credit & Collections Activity Tab AR Credit & Collections Notes AR Credit & Collections Customer Settings Adding and Editing Customer Contacts AR Credit & Collections Output View/Email Invoices Exporting AR Credit & Collections Data AR Credit & Collections Setup and Administration Alerts Setup Alert Group Definitions Alert Definitions Activity Types Setup Result Types Setup Setup Customer By Class Data Warehouse Refresh AR Credit & Collections User Setup Defining Collectors Accessing AR Credit & Collections Functionality Alert Criterion Data Warehouse Refresh Job Scheduling Web Service Security Setup for AR Credit & Collections 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 Cash Receipts Cash Receipt Status Working in Cash Receipts Creating a New Cash Receipt Batch Creating a New Cash Receipt Associating Orders to a Receipt Printing a Payment Receipt Voiding Cash Receipts Finding a Cash Receipt Cash Receipt Order Notes Cash Receipts Setup and Administration Cash Receipt Numbers Setup Cash Receipts Payment Type Setup Cash Receipts Report Setup Cash Receipts User Setup Claims Claims Interface Claims Screen Layout Claims Detail Tabs Claims Tab 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 Transactions 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 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 Commissions 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) Setting and Viewing CPU Counts CPU Estimates Displaying Estimates on the Work Ticket CPU Actuals Importing CPU Data into Revenue Entry Third Party CPU Information Containers, Packing, and Unpacking (CPU) Setup and Administration Defining Materials (CPU) Types Deleting Material (CPU) Types Always Display on Work Ticket Option 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 Customer Web Portal Customer Web Portal Common Functions Common Hyperlinks Online Performance Review Customer Web Portal Transferee Access Personalized Move Planner Moving Tips Customer Web Portal Account Representative Access Household Goods Search Electronics Search Special Commodities Search Customer Web Portal New Orders (Leads) Customer Web Portal Notes Customer Web Portal Setup and Administration Customer Web Portal Global File Settings Customer Web Portal User Setup Updating Transferee Move Planner and Moving Tips National Account Settings for Customer Web Portal System File Settings for Customer Web Portal Customer Web Portal Data Customer Web Portal Electronics Data Customer Web Portal Household Goods Data Customer Web Portal Special Commodities Data Customer Web Portal Installation Dispatching Extra Stops and Segments Creating Extra Stops Creating Segments Extra Stops and Segments Setup and Administration Address Location Types Settings Exporting and Importing Extra Stop Data Document Management for MoversSuite Document Management Viewer Features of the Document Management Viewer Viewing and Updating Document Properties Attaching Files within Document Management Viewing and Updating Document Revision History Document Management Setup and Administration Document Management Setup Document Groups Setup Document Types Setup Document Storage in Microsoft SharePoint 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 Reports Driver Advances Setup and Administration Driver Advances User Setup Driver Advances Driver Setup Driver Advances Transactions Setup Setup for A/P Credit Memo Transactions Setup for A/P Invoice Transactions Driver Advances Upload File Setup Driver Advances Administrative Roles 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 External Application Integration IGC Software Integration Sending a Lead to IGC QuickMove for Survey Sending a new lead to IGC for Survey Importing an estimate from IGC QuickMove Viewing estimates in IGC QuickMove IGC Software Integration Setup and Administration IGC Setup for IGC Software Integration IGC Van Line Codes Setup for IGC Software Integration XmlInterface Table Definition for IGC Software Integration Materials Setup for IGC Software Integration XmlItemCode Setup for IGC Software Integration Miscellaneous Setup Verification for IGC Software Integration IGC QuickMove to MoverSuite Data Mapping SIRVA Hub Integration with MoversSuite SIRVA Hub Order Upload and Download SIRVA Registration Upload Third Party Interface Order Monitor Interpreting SIRVA Upload Error Messages Setting up an order to be registered with SIRVA Guarantee Pricing Program (GRR) Information SIRVA Download Request SIRVA Upload and Download Setup and Administration Address Location Type Settings for SIRVA Conditional Address Location Type requirements for SIRVA Agent Settings for SIRVA Auto Make Settings for SIRVA Branch Setup for SIRVA Commodity Type Settings for SIRVA Conditional Commodity Type requirements for SIRVA Materials Setup for SIRVA Move Type Mappings for SIRVA National Account Setting for SIRVA Note Type Setting for SIRVA Order Numbers Settings for SIRVA Payment Method Settings for SIRVA Payment Type Settings for SIRVA Personnel Interface Mappings for SIRVA Product Code Setting for SIRVA Product Type Setting for SIRVA Rate Plan Settings for SIRVA Conditional Rate Plan requirements for SIRVA Security Module/User Access Settings for SIRVA Shipment Type Setting for SIRVA Conditional Shipment Type requirements for SIRVA Valuation Settings for SIRVA Valuation Per Pound Setting for SIRVA XmlImportTypeInterfaceMap Settings for SIRVA XmlInterfaceBranch Settings for SIRVA XmlItemCode Settings for SIRVA Initial Administrative Setup for SIRVA XmlSystemOptions Settings for SIRVA SIRVA sHub Port and Location Configurations SIRVA Registration Upload Content SIRVA Registration Download Content SIRVA Statement Import SIRVA Statement File Format SIRVA Statement Import Setup and Administration Security Module/User Access Settings for SIRVA Statement Import SIRVA XmlExternalInterfaceVanLineMap Settings for SIRVA Statement Import 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 General Application Functions 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 Adjusting MoversSuite Screens Screen Expanding Screen Splitters Pane Splitters Hidden Panes Email and Calendar Options in MoversSuite Sending Email Messages from within MoversSuite 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 Find Find Search Criteria Cash Receipts Information Search Criteria Claims Information Search Criteria Customer Information Search Criteria Dispatch Information Search Criteria Order Information Search Criteria Store Information Search Criteria Quick Finds Agent Find Customer Find Find Vendor 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 Move Management Setup Van Line, Agents, Branches, and Accounts Setup Van Line Setup Agent Setup Branch Setup Branch Contacts National Account Setup Custom Fields Setup Labor, Driver, and Service Types Setup Labor Type Setup Driver Type Setup Service Type Setup User Setup MoversSuite Security Security Profile Setup Standard MoversSuite Modules Personnel Setup Equipment Type and Record Setup Equipment Type Setup Equipment Setup Product Setup Difficulty Status Setup Dispatch Status Setup Lead Type Setup Note Type Setup Payment Method Type Setup Payment Type Setup Product Code Setup Product Type Setup Shipment Type Setup State Area Setup Valuation Setup Order and Move Type Setup Order Numbers Setup Order Status Setup Move Type Group Setup Move Type Setup Special Services Setup Manufacturer Setup Fixture Type Setup Stores Setup Shows Setup Charge Types Setup Bill Charges To Setup Auth Via Setup Customer Web Portal Setup Customer Web Portal Global Settings Creating Customer Web Portal Profiles Creating Customer Web Portal Users Additional Setup Areas MoversSuite Administration MoversSuite Administration Recommendation MoversSuite Administration Design and Features Accessing the MoversSuite Administration MoversSuite Administration Screen Layout MoversSuite Administration Enhanced Screens Features of the MoversSuite Administration MoversSuite Administration Password Protection MoversSuite Administration Session Timeouts MoversSuite Administration Tabbed Screens MoversSuite Administration Paging Display Option Sorting and Filtering Data within MoversSuite Administration MoversSuite Administration Copy Functions Multiple-Record Mappings in MoversSuite Administration Calendar Selector User Roles and Access Setting User Name and Password Assigning Administrative User Roles Available Administrative User Roles Administrative User Role Example Reports Reporting with MoversSuite Using Report Documents Report Menu Option Report Viewer Report Run-Time Parameters Document Map Report Viewing Pane Multiple Report Options Report Viewer Options Letters Menu Option Accessing Documents through Buttons Accessing Reports through a Reporting Server Uploading to the Reporting Services 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 Standard Bookmark Documents AR23 Header Letter Confirmation Letter Customer Number and Credit Request Letter Driver Form Letter Inventory Header Letter OA Request Letter Post Move Questionnaire Letter Shipper Disclaimer Header Letter Store Information Letter Thank You Letter Will Advise Letter 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 Summary 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 by Branch 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 Item Code Mappings Report Local Services Comparison Report Long Distance Work Ticket Report Move Type by Branch 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 Orders Billed Report Orders by Pack, Load, or Delivery Date 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 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 Security Profile Detail Report SIRVA Bill of Lading Special Services Invoices Special Services Work Ticket Report 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 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 MoversSuite Administration 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 System ID Setting for Special Services Invoices Invoice Manual Address Flag Setting Image URL Setting Military/Government Military Forms Cross Reference to MoversSuite Data Form 619 and Form 619-1 Contents Form 1840 Contents Order Information 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 Office & Industrial Move Reporting OI Master Invoice OI Order Inquiry Payment Management Batch Management Batch Management Data Grid Batch Status Values Statement Detail Batch Functions Creating a New Manual Batch Importing Statements from a Van Line Statement Import Summary Splitting a Batch Voiding a Batch Detail Processing Overview Using Payment Management Wizards Add and Deleting Manual Batch Detail Records Applying Payments and Charges to Detail Records General Apply Procedure Payment Code Definitions Switching Payment Codes Using the Apply Wizard Using the Unapplied Amounts Dialog Using the Modify Wizard Using the Allocate Wizard Using the GL Allocate Wizard Using the Chargeback Apply Statement Import Detail Applying a Cash Receipts Batch Applying Van Line Statement Items Payment Management Notes Accounting Notes Order Notes Payment Management Reports Payment Management Setup and Administration Payment Management Posting Accounts Payment Management Van Line Setup Payment Management User Setup Payment Management Import Statement Formats UniGroup Van Line Statement Format SIRVA Allied Van Line Statement Format SIRVA North American Van Line Statement Format 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 Setup and Administration User Access to Recurring Billing Security Profile Settings for Recurring Billing Storage Settings for Recurring Billing Storage Billing Cycle Type Settings Storage Item Type Settings Storage Setup Settings Storage Type Setup Warehouse Settings Revenue Group Setup for Storage Billing Storage Requirement Setup Specialized 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 Recurring Billing and Storage Reports Billing Cycle Overview Calendar Dating Option Prorating Options Half Month Prorating Daily Prorating Is Arrears Flag Billing Cycle Examples Revenue Entry 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 Safety Systems Safety Information within MoversSuite Safety Information in Local Dispatch Safety Information in Long Distance Dispatch Safety Information Reports Safety System Setup and Administration Condition Type Setup Event Type Setup Updating Personnel and Equipment Safety Information Setting and Removing Administrative Holds Logging Safety Events within the MoversSuite Administration Tasks Task Assignment Setting Task Definition Setting Task Dates Setting Task Users Tasks Functions Tasks Workflow Hotkeys Viewing Tasks through Tasks Workflow Viewing Tasks through the Tasks tab Adding Task Items Updating Task Items Marking a Task as Complete or Not Applicable Changing a Task Due Date Tasks Setup and Administration Task Definition Setup Security Profile Setup for Tasks Task Dependency Dates Glossary of Terms