Actual count quantities can be imported into Revenue Entry to be processed with revenue transactions and invoiced.

 

 

     Importing CPU Actuals into Revenue Entry

1.   In MoversSuite,

2.   Open Revenue Entry,

3.   Find and locate an order,

4.   Click on Transactions > Import Revenue to access the Import Revenue dialog,

5.   Select Import Local Services,

Figure 11: Import Revenue dialog

6.   Press Import and the Import Actuals – Select Service dialog will appear.  Note: Services already imported into Transactions will have the Imported flag checked,

Figure 12: Import Actuals - Select Services dialog

7.   Press OK and the CPU items associated to the selected service will appear within the Transactions grid,

Figure 13: Revenue Entry > Transactions tab

8.   Process the transactions accordingly.

 

In addition to importing CPU quantities,  a Revenue Entry user can add the materials directly to the Transactions grid by creating allocations that reference Service codes (Item Codes) that represent the CPU items.

 

Add Allocated CPU Items Transactions grid

1.   In MoversSuite,

2.   Open Revenue Entry,

3.   Find and locate an order,

4.   Open Transactions tab,

5.   Add or click a group,

6.   Press Edit Item to access the Edit Revenue Group dialog,

7.   Press Add and the Add Allocation Item will appear,

Figure 14: Add Allocation Item dialog

8.   Select the Service for the desired CPU item,

9.   Fill-in Agent and Percentage,

10.  Click Save to add the item,

11.  Select the newly added item and edit accordingly through the Edit Item option (assign it to a work ticket, set the Invoice flag, update the amounts, etc.).

 

CPU items can be invoiced, if needed.

 

Figure 15: Carton information on a standard invoice