Setup Location: MoversSuite Administration - web > Accounting Setup > Invoice Requirements

 

This setting determines whether revenue items will appear on the Orders with Revenue not Invoiced report or not.  By default, all qualified orders with revenue will display on this report.  It is up to administrators to override the default by creating Invoice Requirements records by combinations of Customer, Branch, and Authority. 

 

 

Figure 38: MoversSuite Administration - web > Accounting Setup > Invoice Requirements

 

In general, Invoice Requirement records will need to be created in order to not list records on the Orders with Revenue not Invoiced report or to allow a user the ability to edit the Billing Information > Invoice Requirement field in MoversSuite or both.

 

A Requirement of Van Line Bill or None will cause orders not to appear on the report while creating any Invoice Requirement record will allow a user to edit the Invoice Requirement within MoversSuite; without creating an Invoice Requirement record a user will not be able to edit the field.

 

The Billing Information > Invoice Requirement field will be editable when an Invoice Requirement record exists for the particular Company, Branch, and Authority of the order.

 

Figure 39: Billing Information > Invoice Requirement

 

     

The following procedure describes how to establish Invoice Requirement records.

 

Adding an Invoice Requirement

1.   In MoversSuite Administration - web,

2.   Open Accounting Setup > Invoice Requirements,

In the New Invoice Requirement section:

3.   Select a Customer from the available list.  This field corresponds to the Billing Information > Customer entered for an order,

4.   Select a Branch from the drop-down menu.  This field’s value will be compared to the branch of the order,

5.   Select an Authority as either Own Authority or Van Line.  This will be compared to the Move Information > Authority,

6.   Select a Requirement option from the following:

 

Requirement Option	Description
Required	Select Required for the Invoice Requirement to display orders that match the combination of Customer, Branch, and Authority on the Orders with Revenue not Invoiced report.  This option represents the default behavior of the application.  These records should only exist if a company wants to grant a user permission to edit the Billing Information > Invoice Requirement value within a MoversSuite order.
Van Line Bill	Select Van Line Bill for the Invoice Requirement to not display orders that match the combination of Customer, Branch, and Authority on the Orders with Revenue not Invoiced report.  Under this option it is assumed that the van line associated to the order will be responsible for billing the Customer.
None	Selecting None for the Invoice Requirement produces the same result as that of the Van Line Bill except that these records will not be flagged to be billed by the van line.

 

7.   Press the Save button to add the record to the list of Invoice Requirements.