General Tab Field

Description

General Information Section

Task Definition Name

Enter the name of the Task Definition record (up to 25 characters).  This value will be referenced when setting the Task Definition for an order or claim (see Setting Task Definition).

This value is also referenced when defining customer profiles for use within the Customer Web Portal.  See Customer Web Portal Setup and Administration for more information.

Account

Select an account from the provided list.  The account selected here will be referenced for invoice type documents provided within Special Services.

A generic account can be set up if it is desired to not specify a particular account here.  Refer to the National Account Setup topic.

Select the name of a module to associate this definition record with.  This task record will only be available to the selected module.

Select Claims to allow this record to be available from within Claims only.  Task records created within the Claims interface will list the Claim Number as the identifier.

Select Order Information to allow the task record to be available from all modules, except for Claims.  Tasks records created under the Order Information will have the Order Number as an identifier.

The Module field will appear for the task records within the MoversSuite > Tasks > Work Flow grid.

Go To Order

Select the name of a module to have the user navigate to when the Open Order button is pressed from within the Tasks screen.

Select Special Services to have the Open Order button direct the user to the Special Services module for orders assigned to this Task Definition.  Any other value will direct the user to Order Information.

Note:  This option is not available in all modules.

Contact

Enter the name (up to 30 characters) of the contact person (or title) for the selected account. 

Important: The Contact, Memo, Address, and Phone Number information are referenced by invoice type documents provided within Special Services and available through MoversSuite > Special Services > Reports > Invoice.

Memo

Enter a note (up to 60 characters) to be referenced for the contact and/or account within MoversSuite Administration.  This memo does not appear within the MoversSuite application itself.

Address Section

Note:  Address and phone information for a Task Definition record are not displayed in MoversSuite.  They exists for reporting purposes only.

Address

Enter the street address (up to 256 characters for each line) of the contact for the selected account, if applicable. 

City

Enter the city (up to 26 characters) of the contact for the selected account, if applicable. 

State

Enter the state (up to 2 characters) of the contact for the selected account, if applicable.

Country

Enter the code (up to 3 characters) of the contact for the selected account, if applicable. 

Postal Code

Enter the postal code (up to 10 characters) of the contact for the selected account, if applicable. 

County

Enter the county code (up to 3 characters) of the contact for the selected account, if applicable. 

Phone Number Section

Phone Country

Select the country of the phone number from the drop-down list for the contact for the selected account, if applicable. 

Phone

Enter the phone number prefix and phone number (size and format depends on the country selected) for the contact for the selected account, if applicable. 

Extension

Enter the phone extension (up 10 characters) for the contact for the selected account, if applicable. 

Tasks

Description

Enter the name (up to 60 characters) used to identify a particular task.  Values created here will be available displayed in the Task tab and module.

Responsible Person

Select the user type that is anticipated to complete the described task item.   The table below lists the values and the location in MoversSuite where the user is  assigned to the task from.

Dependency Date

Select a Dependency Date to base the task due date on.  Dependency Dates correspond to specific dates that can be set for the order.  When these dates are set on the order the application will assign due dates for the various tasks.

For example, setting a task to be dependent on the Load Date will base the task due date on the MoversSuite > Move Information > Load Dates value.

 See Task Dependency Dates section for a complete list of Dependency Dates.

Due Days

Enter the number of days (0 – 999) that will be added to or subtracted from the Dependency Date to determine the scheduled due date of task completion.

A value of 0 (zero) will indicate that the Dependency Date itself is the due date of task completion; Due Type will be ignored in this case.

Due Type

Select Before to compute the task completion date as the number of Due Days before the selected Dependency Date. 

Select After to compute the task completion date as the number of Due Days after the selected Dependency Date.

Example: Load Date of April 15 with Due Days set to 5 and the Due Type set to Before will yield a due date for task completion of April 10.

Due Type is ignored when the Due Days field is set to 0.

Active

The Active flag instructs the application to allow the task to be accessible within MoversSuite (checked) or not (unchecked).  Tasks marked as inactive will not appear within MoversSuite.

Groups

Name

Create a description for the group within the Name field (up to 20 characters).  The name value will be accessible through the Task Group field in MoversSuite and can used as a company profile for Customer Web Portal access.

The Task Group is considered a roll-out specification for Store information from Special Services and the Customer Web Portal and it is a key search option.

The group name is used throughout MoversSuite to select records by.  The Find command references the Task Group within the Store Information tab and is the primary search option within the Tasks screen. 

Important: 

Duplicate group names will appear multiple times as menu options for the Task Group field, therefore if two different Task Definition records contain the same group name, such as “Household Goods”, for example, then the option will be repeated within the Task Group drop-down menu.  Further, complicating matters is that the Task Group selector is not alphabetically arranged.

Figure 22: Duplicate group names appearing in Task Group selector

Create unique Task Group names that associate well to the particular Task Definition to which they belong in order avoid the duplicity issue.

Note:  The remaining fields in the Task Group setup are used in generating an invoice document (non-revenue related) through the Special Services module. 

Markup Percentage

Enter a percentage (a value ranging from 0 to 100)  to increase charges displayed on invoice-type documents in Special Service. 

Example: A Markup Percentage of 40 will increase displayed charges by 40%.

Invoice Prefix

Enter the prefix (up to 5 characters) that will pre-append to Special Services invoice-type documents for this group.

Invoice Number

Enter the starting invoice number for invoice-type documents generated through Special Services.

Important:

MoversSuite uses this field as a live counter and will increment it automatically when new invoice-type documents are created for Special Service orders.  Resetting this field may cause duplicate invoice numbers.

Invoice By

Enter the increment to be added when calculating new invoice-type documents in Special Services.  This number is added to the Invoice Number field (above).

This counter also controls which type of invoice will be generated when a user selects MoversSuite > Reports > Invoice or Supplemental Invoice.  If this counter contains a value greater than zero then the system will generate invoice-type documents by order when Reports > Invoice is selected.  Otherwise, if the counter is zero then the order will generate invoice-type documents by store.  Refer to the System ID Setting for Special Services Invoices for details.