The Tasks listing is designed to show all tasks for a selected collector(s).  The listing is based on the Collector field and displays information in a full-function data grid allowing a user to select which data columns appear and in which order and simple to complex data sorting. 

 

The task data grid will display tasks that are overdue in a red-colored font and will highlight tasks associated to the customer selected within the alerts data grid in dark-yellow.

 

Figure 18: Features of Tasks section

 

Tasks data grid contains several options available through right-mouse click.

 

Figure 19: Tasks data grid right-mouse click options

 

Right-mouse click options available in the Tasks data grid are described in the table below.

 

Task Right-Mouse Click Function	Description
Show Future Tasks	By default, the tasks data grid displays tasks with a Due Date up to and including the current date.  Setting this option will display all non-completed tasks for the selected collector(s).
Show Completed Tasks	By default, only uncompleted tasks appear within the tasks data grid.  Selecting this option will list all tasks created for the selected collector(s).
Mark Selected Task as Completed…	For tasks marked as not completed, selecting this option will open the Complete Task dialog prompting the user for data to mark the task as complete.
Reset Grid Layout	Resets the task data grid back to its original state.

 

Refer to the Right-Mouse Click Options in Data Grids section for more on right-mouse click options.

 

 

Tasks in AR Credit & Collections are not linked to tasks used elsewhere in MoversSuite.    AR Credit & Collections tasks are only accessible within the module and allow a user to specify multiple orders and associated invoices along with multiple alerts with a single task.

 

Adding a AR Credit & Collections Task

1.   In MoversSuite,

2.   Access AR Credit & Collections,

3.   Press the Add Task button to open the Add Task dialog,

Note: There are two Add Task buttons.  The both perform the same function.

Figure 20: Add Task dialog

4.   Select a Date Due for the task to be completed,

5.   Select an Assign To user,

6.   Enter a Description for the task,

7.   Select a Customer from the drop-down menu or access the Customer Find ().  The customer displayed within the Customer Information section will be listed automatically,

Select an Order Number(s) from those listed in the drop-down menu or access the Find Order(s) By dialog ().  These are the orders associated to the selected Customer.  The customer is set for an order within the Billing Information > Customer Information,

Note:  When using the Find Order(s) By dialog only orders linked to the specified customer can be retrieved. 

8.   Select an Invoice(s) from those listed in the drop-down menu.   The invoices listed are based on the orders selected in the Order Number(s) field,

9.   Select an Alert(s) from those listed in the drop-down menu.  Only the alerts that the customer is currently qualified for will appear within the menu options,

10.  Press Save to add the task record.

 

Tasks will become viewable within the tasks data grid for the selected Collector(s).  Tasks with a due date on or before the current day will initially display in the grid.  Refer to the right-mouse click options at the top of this section for task viewing options.

 

Note:  Completed tasks become customer activity which is reflected in the Customer Information > Last Activity fields and will be viewable within the Activity tab.

 

Completed tasks can be marked as such by the following procedure:

 

Marking an AR Credit & Collections Task Complete

1.   In MoversSuite,

2.   Access AR Credit & Collections,

3.   Select a task record in the Alerts/Tasks

4.   Press the Complete Task button or select Mark Selected Task as Completed… from the right-mouse click option to open the Complete Task dialog,

 

 

 

Figure 21: Complete Task dialog

5.   Review the Task for confirmation that the correct task is being marked complete,

6.   Select an Activity Date as the date the task was completed,

7.   Select an Activity Type from the list defined in Activity Types Setup,

8.   Select a Contact from the available list.  These contacts are stored within Microsoft Dynamics GP and can be managed through the AR Credit & Collections Customer Settings,

9.   Select Order Number(s) from those associated to the customer of the task or use the Find Order(s) By dialog () to locate other orders associated to the customer.  The orders originally linked to the task will automatically be selected,

Figure 22: Multiple item selector for Order Number(s)

10.  Select Invoice(s) belonging to selected Order Number(s) to be included in the task list,

11.  Select Alert(s) associated to the task to be linked to the completed task,

12.  Select a Result from the list of those defined within the Result Types Setup.  Selecting a Result with a Follow Up required flag set will require that the Follow Up Required data be set,

Figure 23: Result settings example

Note:  When Follow Up Required data is set a new task will automatically be created based on data from the completed task along with what is specified in the following three settings.

Figure 24: Follow Up Required settings

13.  Enter or select a Follow Up Date,

14.  Select an Assign To collector from the available list,

15.  Enter a Task Description, 

16.  Enter a Note describing the details of the task and its completion,

17.  Press Save to complete the task.  Note: The Save button will become enabled once the Activity Date, Activity Type, and Assign To fields are set.  All completed tasks will display within the AR Credit & Collections Activity tab.