AR Credit & Collections AR Detail

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AR Credit & Collections AR Detail

AR Detail section lists all open receivables associated to the customer. Each field is a data column heading that can be added, removed or rearranged using the data column selector () or used as a filter or sort (see Data Grids for more information).

Each AR Detail record represents an order/invoice which contains document details when a user collapses the top level ().

AR Detail Field	Description
Order Number	Displays the MoversSuite order.
Invoice Number	Displays the invoice number linked to the order. A “No Invoice” message will appear when an invoice has not been generated for the order.
Invoice Date	Displays the date that the invoice was put on the system.
Invoice Total	Displays the total dollar amount of the invoice. Note: This value is available to be used when evaluating criteria that triggers an alert. See the Alert Criterion section for details.
AR Amount	Displays the total dollar amount posted to the general ledger for items associated to this order. Note: This value is available to be used when evaluating criteria that triggers an alert. See the Alert Criterion section for details.
Days Old	Number of days that this order invoice has been open when comparing the Invoice Date to the current system date. Note: This value is available to be used when evaluating criteria that triggers an alert. See the Alert Criterion section for details.
Invoice Created Date	Displays the date that the invoice was created in MoversSuite.
Invoice Created By	Displays the MoversSuite user that is responsible for creating the invoice.
Shipper Name	Displays the shipper name associated to the order record. This data can also be viewed from the Order Information > Name, Address, Phone > Last Name/Company Name field.
From Address	Displays the original address associated to the order record. This data can also be viewed from the Order Information > Name, Address, Phone > Moving From.
To Address	Displays the destination address associated to the order record. This data can also be viewed from the Order Information > Name, Address, Phone > Moving To.
Customer Number	Displays the identifier associated to the customer of the order. This data can also be viewed from Order Information > Billing Information.
Revenue Clerk	Displays the revenue clerk associated to the order record. This data can also be viewed from the Revenue Entry > Order Information > Revenue Clerk field.
Type of Move	Displays the move type associated to the order record. This data can also be viewed from the Order Information > Move Information > Type of Move field.
National Account	Displays the national account associated to the order record. This data can also be viewed from Billing Information > National Account > Account field.
Invoice Header ID	Displays the internal MoversSuite code used to identify the invoice record.
Order ID	Displays the internal MoversSuite code used to identify the order record.

The fields displayed for each document are described below.

Document Detail Field	Description
Document Number	Displays the number assigned to the generated transaction item.
Original Amount	Displays the original dollar amount for the transaction.
Current Balance	Displays the dollar amount remaining to be reconciled for the item. Note: This value is available to be used when evaluating criteria that triggers an alert. See the Alert Criterion section for details.
Document Type	Displays the accounting transaction type for the item.
Description	Displays the detail description of the transaction.
Item Code	Displays the MoversSuite item code associated to the transaction.
Journal Date	Displays the transactions posted to the general ledger.
Document Date	Displays the document date that was selected when a Generate Transactions function was performed in Revenue Entry.
Document Age	Displays the number of days from the date of the document to the current system date.
Branch	Displays the branch of service associated to the document.

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