Revenue Items are created within Revenue Entry module and detail the amount to invoice for a move.
Updating rating information on a Revenue Item record
Note: This procedure assumes that the user has an established order record with revenue items and that the user is attempting to have rating information pulled automatically by the application.
1. Access the MoversSuite application,
2. Open Revenue Entry,
3. Find and select an order,
4. Verify/Select an Order Information >Tariff/Rate value from the available list. This field represents the Rate Plan used to retrieve rating information,
5. Open the Transactions tab,
6. Select a Revenue Item from within the transactions grid and press Edit Item, or press Add Item > Revenue Item to define a record to use, and the Add or Edit Revenue Item dialog will appear,
Figure 9: Rating Information within the Add and Edit Revenue Item dialog
7. Select an Agent for the Revenue Item from the drop-down list,
8. Select a Division from the available list,
9. Select the Service (Item Code) from the drop-down menu. If the Tariff/Rate (Rate Plan) and Service combination have been set up to automatically retrieve data, then the Rate Type and Rate fields will be populated once the Item is set (see Automatic Rating Information Process section for more information),
10. Select a Rate Type from the available list,
11. Enter Quantity values as needed. These fields are dynamically based on the selected Rate Type and are multiplied by the Rate to compute the Gross Charge,
12. Enter a Rate for the item,
13. Enter a Discount percentage. The application will reduce the Gross Charges by the amount computed using the Discount percentage,
14. Click on the calculator icon (
) to enter Reduction data, such as
credit card charges, etc.,
15. Add or update Distribution Information by pressing Add, Edit, or Delete for a selected record within the Distribution Information section,
16. Click Save & New or Save & Close to keep the changes made and to define a new Revenue Item or to exit the dialog.