There is no tool that will directly convert storage accounts into MoversSuite orders however the process of adding this type of order as a Foreign Order in MoversSuite is quite simple.   The following procedure outlines this process.

 

Once the Foreign Orders are established, they can be treated like other MoversSuite orders.

 

Create the foreign order for existing storage orders

1.   Access the MoversSuite application,

2.   Select Go To > Move Management > New Foreign Order from the application’s main toolbar and the Select a Branch dialog will appear,

3.   Select a Branch To Use from the provided list,

4.   Press OK and the Foreign Order Order Number dialog will appear,

 

Figure 30: Foreign Order Number dialog

 

5.   Enter the order number that was in use on the system prior to MoversSuite as the Order Number,

6.   Enter Partial, Overflow, Set-Off values as needed,

7.   Click on OK and the Order Information screen will be activated with the Name, Address, Phone tab opened,

8.   Enter data as needed in the Name, Address, Phone tab as well as other tabs,

9.   Click on Save to save the changes and establish the storage order.

 

Upon a successful completion, a Foreign Order will exist in MoversSuite with the same record number as established in the prior application.  If billed storage items are to be associated to the new order, then a user can established them by through Recurring Billing Setup.

 

Add Recurring Billing to the Foreign Order

1.   Access the MoversSuite application,

2.   Find and open the newly created Foreign Order,

3.   Open the Billing Information tab,

4.   Click on Recurring Billing Setup button to access the Recurring Billing Setup dialog,

5.   Click on New to create a new recurring billing item and the Recurring Billing Record – New dialog will appear,

Figure 31: Recurring Billing Record - New dialog

6.   Enter a Name for the billed storage record,

7.   Press OK to save the change and to make other fields in the dialog accessible,

Figure 32: Recurring Billing Setup Dialog

8.   Enter data as needed in the remaining fields.  For example, the Date In value should match to the date that the item came into storage.  This field is also required to activate the billing processing and to trigger reporting,

9.   Click on Save to keep the storage billing record,

10.  Click on the Add button with the Billing Items section and the Add Billing Item dialog appear,

Figure 33: Add Billing Item dialog

11.  Enter charge details of the stored items,

12.  Press Save & New  to create multiple billed items or press Save & Close to the record and exit the dialog,

13.  Repeat Steps 5 through 12 to add other, specific billed storage items,

14.  Press Save & Close within the Recurring Billing Setup dialog to exit and go back to the order record.