Payments received for revenue generated under an order are linked to the order(s) through the Associated Order(s) Add option.  All orders associated to the receipt will be checked for transactions processed for them and be applied accordingly when the batch is processed in Payment Management.

 

Each order assigned to a receipt will be included as a detail item to be processed in Payment Management.

 

      Associating Orders to a Receipt

1.   In MoversSuite,

2.   Access Cash Receipts,

3.   Use Find (ALT+F) to identify an open receipt.  Refer to the Find topic for more information and specifically to the Order Information Search Criteria and Customer Information Search Criteria for search options,

4.   Press Add (ALT+A) in the Associated Order(s) section,

Figure 7: Add Associated Order(s)

The add function evokes the Find Order(s) By dialog.

 

Figure 8: Find Order(s) By dialog

5.   Enter data as needed to identify necessary order(s) and press Find.  If one order is found matching the search criteria, then the Associated Order(s) data grid will list the single order. 

If more than one order is retrieved, a user can select multiple records by use of the SHIFT and CTRL keys (CTRL+Click individual records in the selection grid or SHIFT+Click to select a range of record).  Press Select to add selected order(s),

Note:  The authority of the move must be defined before an order can be associated to a cash receipt.  A warning will appear when selecting orders that do not have the Move Information > Authority field set.

6.   Repeat Steps 4 and 5 to associate other orders to the receipt.

 

Remove a record by selecting one within the Associated Order(s) data grid and pressing Delete (ALT+D).  Note:  Using the delete shortcut, ALT+D, will remove the association to the receipt for the highest order listed in the data grid.