Setup Location: Mover’s Suite Administration > Common > Reports > Reports > System ID
Figure 62: System ID setting
In addition to making documents available to MoversSuite users through the Reports menu, the Reports setup can be used to assign documents to be reference directly as printable invoice documents through Recurring Billing Setup and through Invoice Management. This is done through a System ID setting.
To make a document available as a Recurring Billing Management invoice, the report must be assigned to the System ID of RSBI. Any number of documents can be set up to reference this System ID, however the report must be defined in the same manner as that of the standard document provided by MoversSuite for use as the Recurring Billing Management invoice. The standard document is titled Standard Invoice (short). Note: Specifically the report must be designed to take in parameters for the Invoice Header ID and Report ID.
Figure 63: Invoice Format selection with Recurring Billing Generation
Documents used through the Invoice Management
interface must be assigned a System ID of REVI. These
documents should match the standard document provided by MoversSuite titled
Standard Invoice (long). The System ID of REVI can be referenced by
multiple documents.
Figure 64: Invoice Format selection with New Complete/New Supplement Invoice interface
Refer to the Standard Invoices subject for details on the two, standard invoice documents and see the Reports topic for a better understanding of MoversSuite report documents.
To update user access to report documents, refer to the Report Profile Settings topic.
System ID Setting for Special
Services Invoices