The Order Personnel option available through a right-mouse click within the AR Detail tab data grid lists all persons associated to the selected order.
Figure 29: AR Detail Order Personnel option
Evoking the Order Personnel option will cause the Order Personnel dialog to appear. The dialog will remain open while working in AR Credit & Collections and will automatically repopulate its data when the user switches to a different order in the AR Detail record.
Figure 30: Order Personnel dialog
The table below lists the type of personnel displayed within the dialog along with where in MoversSuite the data is pulled from.
|
Order Personnel |
MoversSuite Cross-Reference |
|
Claims > Claim Detail > Adjuster | |
|
Coordinator |
Name, Address, Phone > Transportation Coordinator Name, Address, Phone > Logistics Coordinator Agents > OA Coordinator (when Origin Agent is a sister agency) |
|
Local Services Crew Member |
Local Dispatch > Dispatch Center > Assigned Crew |
|
Long Distance Driver |
Long Distance Dispatch > Current Driver Activity > Driver |
|
OA Surveyor |
Agents > OA Surveyor (when Origin Agent is a sister agency) |
|
Revenue Clerk |
Revenue Entry > Order Information > Revenue Clerk |
|
Salesperson |
Name, Address, Phone > Salesperson |
|
Third Party Vendor |
Revenue Entry > Transactions (pulled from billing items to a third party vendor) |