The MoversSuite Find operates by retrieving records based on user-entered search criteria. The Find is an interactive dialog that is available in all MoversSuite modules, except Local Dispatch (where record selection is based on a service date range) and Payment Management.
Figure 1: Find Order(s) By interface
The Find button is found near the top of most screens within MoversSuite.
Figure 2: Find button
The Find works in the same manner for all modules by initially including all records and then allowing the user to refine the results by making changes to the selection criteria. For example, if a user presses the Find button within the Find dialog without making any entries, then all booked orders will be retrieved. To narrow down the search results, the user can begin making entries and selections within the search criteria fields available in each tab of the Find.
The selection criteria available in the Find depends on which module is being accessed at the time the Find is evoked. If a user is in Order Information, for example, then the Find will include different criteria than that of the Claims interface. All available criteria is detailed in the Find Search Criteria section.
When records are found, the Find window expands to include a search results grid. This grid is a Full-Function grid that will allow a user to filter and select retrieved records. Refer to the Data Grids for more information on using data grids.
Figure 3: Find search results grid
The record selection grid lists the total number of records found in the lower left-hand corner of the screen (see Figure 3). Pressing the Select button will open the highlighted record and close the Find screen.
Select Grid Contents
The information that displays within the selection grid is highlighted in the table below.
|
Displayed Field |
MoversSuite Field Referenced |
|
Last Name/Company Name |
Name, Address, Phone tab > Last Name/Company Name |
|
First Name/MI |
Name, Address, Phone tab > First Name/MI |
|
VL |
Van line associated to the move. |
|
Order Number |
From the Information Bar |
|
Start Load |
Move Information > Load Dates (first column when Range is selected) |
|
End Load |
Move Information > Load Dates (second column when Range is selected) |
|
From City/State |
Name, Address, Phone tab > Moving From > City and State |
|
To City/State |
Name, Address, Phone tab > Moving To > City and State |
|
Move Type |
Move Information > Type of Move |
|
The following appear within the Cash Receipt Find: | |
|
Cash Receipt Number |
Cash Receipts > Cash Receipts > Receipt Number |
|
Check/Confirmation |
Data returned will represent what is set for the Payment Type on the individual record and will be one of the following: • Note (for a Payment Type of Cash) • Check Number (for a Payment Type of Check or Money Order) • Credit Card Authorization (for a Payment Type of Credit Card) • Confirmation Number (for a Payment Type of EFT) |
|
Amount |
Cash Receipts > Cash Receipts > Amount |
|
Last Name/Company Name |
Name, Address, Phone tab > Last Name/Company Name |
|
First Name/MI |
Name, Address, Phone tab > First Name/MI |
|
Order Number |
From the Information Bar |
When records are retrieved using the Find within Long Distance Dispatch and within Claims, the application automatically populates the main working grid within the respective module, hence bypassing the search results grid within the Find screen. This will also occur when only a single record is found in any module. Note: In Long Distance Dispatch, Find results only display in the Orders tab.
In the case that no results were found that meet the search requirements, then the user will receive a “No order has been found with the information specified” warning.
Figure 4: No record found warning
Find Search Criteria