To assign an advance to a driver within Local Dispatch, the driver must be assigned to a Vendor and have Advance Setup data defined within MoversSuite Administration - web > User Setup > Personnel and they must be assigned to a service occurring within 14 days from the current date forward.  An advance cannot be issued for services that have already occurred; this restriction does not apply in Long Distance Dispatch.

 

Refer to the Driver Advances Setup and Administration section for setup options.

 

The following procedure details how an advance is created in Local Dispatch.

 

 

Creating an advance in Local Dispatch

1.   Access the MoversSuite application,

2.   Access the Local Dispatch module,

3.   Open the Dispatch Center tab,

4.   Select a Service Date range that contains dates from the current date forward; an advance cannot only be made against services occurring within 14 days of the current date,

5.   Choose a Crew member from within the crew assignment grid,

6.   Right-Mouse click on the selected crew member to access crew assignment menu options,

7.   Select Advance Management option and the Advance Management interface will be displayed,

 

Figure 7: Accessing the Advance Management interface in Local Dispatch

 

8.   Press Add to open the Add/Edit Advance dialog.  Refer to the Advance Management Layout for screen description,

9.   Select an Order Number from the list of those available,

Note:  If unable to locate an Order Number or if none appear to be available, check the date of the service and verify that it is within the Service Date range and verify that the crew member is assigned to a service on the order.

10.  Enter an advance Amount that does not exceed the Max Amount.  Refer to the Placing Limits on Advance Amounts section for further explanation of how the Max Amount is determined,

11.  Enter a Reference No.  (optional) that pertains to any documentation related to the advance, such as a paper check number,

12.  Enter a Reason (optional) as a description for the advance,

13.  Select Do Not Send to Banking Service (optional) to not include this advance transaction in the file that will be uploaded to a banking service provider.  Note: This option will only be interpreted if the Generate Upload File option is selected within the MoversSuite Administration - web > Accounting Setup > Advance Setup,

14.  Press Save to keep the changes and to close the dialog.

 

Advances created for a driver in Local Dispatch will appear within the display grid in the Advance Management interface.