Reference
Standard Report Listing
Complete listing of all standard reports and letters available from MoversSuite
Standard Report Listing
Standard Report Listing
Version 2017 R04 (2017)
Copyright
Copyright © 2007-2017 by Efficient Workflow Solutions, LLC | All rights reserved
Trademarks
MoversSuite is a trademark of Efficient Workflow Solutions, LLC.
Microsoft and Microsoft Windows are registered trademarks of Microsoft Corporation.
All other product names used are trademarks of their respective owners.
Notice
The material in this document is for information only and is subject to change without notice.
While reasonable efforts have been made in the preparation of this document to assure its accuracy,
Efficient Workflow Solutions, LLC assumes no liability resulting from errors or omissions in this
document, or from the use of the information contained herein.
Efficient Workflow Solutions, LLC reserves the right to make changes in the product design without
reservation and without notification to any person or entity.
Edition
2017 R04
Copyright © 2007-2017 by Efficient Workflow Solutions, LLC | All rights reserved
Printing Information
Printed in the United States
Technical Support
If at any time you experience problems with MoversSuite, we encourage you to contact us as follows:
Phone/Fax:
Website:
Support:
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Table of Contents
STANDARD REPORT AND DOCUMENT LISTING
System-Generated Documents
Finding a Document
1099 APPLIED BY COMMISSION STATEMENT DATE REPORT
ALLIED ORDER FOR SERVICE REPORT
AR COLLECTIONS REPORT
BILLING TURNAROUND REPORT
CLAIMS OUT OF BALANCE REPORT
CLOSING RATIOS REPORT
COMMISSION PLAN DETAILS REPORT
COMMISSION STATEMENT REPORT
COMMISSION STATEMENT SUMMARY REPORT
CREW BY BRANCH REPORT
CUSTOMER STATEMENT REPORT
DAILY CREW HOURS PER BRANCH REPORT
DEPOSIT STATEMENT REPORT
DISPATCHING CREW REPORT
DISPATCHING CREW CALL SHEET REPORT
DISPATCHING EQUIPMENT REPORT
DISPATCHING SERVICES REPORT
DISPATCHING SUMMARY REPORT
DISPATCHING WORK TICKETS REPORT
DISPATCHING WORKSHEET REPORT
DOT MATRIX PRINTER ALIGNMENT FORM
DPM INBOUND ON-HAND REPORT
DPM OUTBOUND ON-HAND REPORT
DRIVER ADVANCES REPORT
EMPLOYEE BY BRANCH REPORT
EMPLOYEE COMMISSION PLANS REPORT
EQUIPMENT BY BRANCH REPORT
EQUIPMENT EXPIRATIONS REPORT
EQUIPMENT SAFETY EVENTS REPORT
ESTIMATED CREW HOURS COMPARISON REPORT
ESTIMATED CREW HOURS PER BRANCH REPORT
GOV DD 1840 FORM
GOV DD 1840 DELIVERY OUT FORM
GOV DD 619 FORM
GOV DD 619-1 FORM
GOV SF1113 FORM
HAULING LABEL REPORT
IDLE SERVICES REPORT
ITEM CODE MAPPINGS REPORT
LOCAL SERVICES COMPARISON REPORT
LONG DISTANCE WORK TICKET REPORT
MOVE TYPE BY BRANCH REPORT
MS ORDER TRANSACTIONS REPORT
MS TRANSACTIONS BY ORDER REPORT
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MY GENERATED COMMISSIONS REPORT
NATIONAL ACCOUNT ORDERS REPORT
NATIONAL ACCOUNTS WITH ORDERS REPORT
NEW ORDERS REPORT
NON-TEMP STORAGE ON-HAND REPORT
NORTH AMERICAN HHG BOL AND FREIGHT BILL (MOVING SERVICES CONTRACT) FORM
NORTH AMERICAN ORDER FOR SERVICE FORM
NORTH AMERICAN PACKING CERTIFICATE AND STATEMENT OF ACCESSORIAL SERVICES FORM
OI MASTER INVOICE REPORT
OI ORDER INQUIRY REPORT
ORDER BILLING INQUIRY REPORT
ORDERS BILLED REPORT
ORDERS BY PACK, LOAD, OR DELIVERY DATE REPORT
ORDERS NOT BILLED REPORT
ORDERS WITHOUT TASK DEFINITIONS REPORT
ORDERS WITH REVENUE NOT INVOICED REPORT
PAYMENT MANAGEMENT ADJUSTMENTS REPORT
PAYMENT MANAGEMENT TRANSACTION ERRORS REPORT
PAYMENT MANAGEMENT VAN LINE DISTRIBUTIONS REPORT
PAYMENT RECEIPT REPORT
PAYROLL DISTRIBUTION REPORT
PERFORMANCE REVIEW (WEB SURVEY) REPORT
PERSONNEL EXPIRATIONS REPORT
PERSONNEL SAFETY EVENTS REPORT
QUOTE FORM
RATE MATRIX REPORT
RATES BY RATE PLAN REPORT
RECURRING BILLING CHECK REPORT
REPORTS AND LETTERS REPORT
REVENUE GENERATED REPORT
REVENUE GROUP DETAILS REPORT
REVENUE NOT GENERATED REPORT
REVENUE TRANSACTION ERRORS REPORT
SALES NUMBERS REPORT
SALES REVENUE GENERATED REPORT
SECURITY PROFILE DETAIL REPORT
SIRVA BILL OF LADING
STANDARD INVOICES
STANDARD LABEL REPORT
STORAGE BILLING SUMMARY REPORT
STORAGE DETAILS REPORT
TASK LIST REPORT
TRIPS BY DRIVER REPORT
UNASSIGNED ORDERS REPORT
UNASSIGNED ORDERS MASTER REPORT
UNIGROUP HHG BOL AND FREIGHT BILL FORM
UNIGROUP SPECIAL SERVICES BOL FORM
UNREGISTERED ORDERS REPORT
UNREGISTERED ORDERS MASTER REPORT
USER DETAILS LIST REPORT
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WORK TICKET REPORT
STANDARD BOOKMARK DOCUMENTS
AR23 HEADER LETTER
CONFIRMATION LETTER
CUSTOMER NUMBER AND CREDIT REQUEST LETTER
DRIVER FORM LETTER
INVENTORY HEADER LETTER
OA REQUEST LETTER
POST MOVE QUESTIONNAIRE LETTER
SHIPPER DISCLAIMER HEADER LETTER
STORE INFORMATION LETTER
THANK YOU LETTER
WILL ADVISE LETTER
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Standard Report and Document Listing
The remaining sections of this guide contain the listing of available documents provided by MoversSuite
and are categorized in the following functional areas:

Accounting and Financial Services Documents

Common Services Documents

Move Management Services Documents

Move Management Services Forms

Reporting Tools
Each category contains a list of documents and a general description. Further it contains a listing of
each document included in the category, along with a complete detailed listing of each file. The details
of each document are arranged as follows:
Section
Description
Title and Description
This section includes the report title and brief description of the document’s
purpose. It will also contain any special run-time instructions and other
related documents.
Parameters
Complete listing of run-time arguments needed by the program. Also
included in this section are any special conditions that may affect the report
or its output.
Report Grouping
Identify the ways in which the data within the report may be grouped.
Note:
All values included in the grouping will display within the output.
Header Information
This section lists data values present in a formal record header or are listed
within a grouping area of the report. It will include any group totaling that
may be in effect, such as the number of order records per branch.
Detailed Report Information
This section includes all the specific data values that will appear within the
report.
Report Totals
This section lists any totals that have been placed within the report as a
whole, such as grand totals for record counts.
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System-Generated Documents
In many cases, a document may list as system-generated. This indicates that MoversSuite supplies the
data of the parameters directly, and the user will have little, or no, access to the parameters.
System-generated documents will have a parameters list matching the following:
Parameter
Description
System-provided
This is a system-generated report.
These documents will also need to have access to a record in order to work properly, i.e. the order
reported will be the one accessed within the application.
Typically, all reports generated through a button, or through the upper-section of the Reports menu are
system-generated.
Finding a Document
Reference the Reports and Letters report to identify which reports have been defined to be accessible
within MoversSuite. Further, it lists which Report Profiles are available; including the reports assigned
to them, as well. The information listed within this report echoes the data that is defined within the
Report Setup of the MoversSuite Administration.
Access the Report Manager application, within the Reporting Services report server to identify which
Reporting Service Report documents have been loaded into the server.
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1099 Applied by Commission Statement Date
Report
The 1099 Applied by Commission Statement Date report provides a breakdown of 1099 amounts by
statement date for a given driver (vendor) over a given date range.
Parameters
Parameter
Description
Driver ID
Provide the vendor identification for the driver. The report lists all statements
for this person for the given date range. The Driver ID corresponds to the
vendor ID managed through Microsoft Dynamics GP (PM30300.VENDORID).
Beginning Date
Provide the starting and ending dates for record selection (in MM/DD/CCYY
format). The application compares this date range to the statement dates for
the specified driver. If the statement date falls within the selected range, then
the document is included on the report.
Ending Date
TECHNICAL NOTE: The application compares the date range to the
PM30300.DATE1 (Applied Date) or the PM30300.GLPOSTDT (Posting
Date). If the Applied Date is newer than the Posting Date, then the
Applied Date is referenced; otherwise, the application references the
Posting Date for comparison.
The following table describes the data that display on this report.
Field
Description
Report Heading
This section appears at the top of each page of the report
Company Name
The report displays the company name defined within Dynamics GP
(SY01500.CMPNYNAME)
Report Title
The title of the report displays as Driver 1099 Detail Report by Statement
Date.
Reporting Period
The date range specified within the parameters section displays in a
caption formatted as, “For the Period Beginning [BEGINNING DATE] and
Ending [ENDING DATE]“
Report Data
Vendor Information
The vendor ID followed by the vendor name display at the top of the data
listing (data is pulled from PM30300.VENDORID and
PM30300.VENDNAME). The report lists data for a single specified vendor.
Report Detail Header
For each statement, the report displays “Statement Date” followed by the corresponding Applied Date
(PM30300.DATE1) along with document totals for each amount (1099 Amount, Credit 1099 Amount, and Net
1099 Amount). Each header record expands to show the document details comprising the statement.
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Report Detail
Document Number
The document or voucher number for a particular transaction associated
to the statement displays (data is comprised of PM30300.VCHRNMBR,
PM30300.APFRDCNM, and PM30300.DOCTYPE)
Applied From Document
Document that the transaction is applied from displays (data is comprised
of PM30300.APTVCHNM, PM30300.APTODCTY, and
PM30300.APTODCNM)
1099 Amount
The dollar amount displayed is the 1099 Applied Amount less any 1099
Credit Amount set for the transaction (PM30300.TEN99AMNT less
PM30300.Credit1099Amount).
Credit 1099 Amount
The 1099 credit dollar amount associated to the transaction displays
(PM30300.Credit1099Amount)
Net 1099 Amount
The dollar amount difference between the 1099 Amount and the Credit
1099 Amount displays.
Total for Statement
A total line for all documents displays along with the commission
statement date (CommStmtHeader.ToDate). The totals displayed are the
same as that listed in the detail header line, i.e. column totals for 1099
Amount, Credit 1099 Amount, and Net 1099 Amount.
Report Totals
Total For Date Range
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Totals for the 1099 Amount, Credit 1099 Amount, and Net 1099 Amount
for all documents included in the report display at the bottom of the
report.
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Allied Order for Service Report
This supplies the data for a standard, form-fed Allied document.
Menu Name: Allied Order for Service
Source File: Allied_Order_for_Service.rpt
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 National Account
 Order Number
 Commodity
 Shipper
 Origin Information (Address, City, State, Zip, County, Home Phone)
 Destination Information (Address, City, State, Zip, County, Home Phone)
 Billing Information (Contact, Address, City, State, Zip)
 Booking Agent Name and Id
 Origin Agent Name and Id
 Hauling Agent Information (Name, Id, Address, City, State, Zip, Phone)
 Destination Agent Name and Id
 Estimated Charges
Report Totals
No report totaling is in effect.
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AR Collections Report
The AR Collections report is a useful tool for managing customer collections and cash flow,
reconciliation, and for reviewing a customer’s account. The layout of this report changes dynamically
based upon the parameters specified at run time. Only non-voided documents in open status display.
Parameters
Parameter
Description
Customer Class
Choose (Select All) to include all defined classes, or select individually from
the drop-down list.
A selection here controls what values are available within the Customer
parameter.
Customer
Choose (Select All) to include all available customers, or select individually
from the drop-down list.
This field is dependent on what was selected within the Customer Class. Only
records belonging to the selected Customer Class(es) will be available in this
field.
Company Wide Branch
Set this option to True to allow the report to group by a value other than
Branch, otherwise the report will group by Branch.
Company Wide Authority
Set this option to True to allow the report to group by a value other than
Authority, otherwise the report will group by Authority.
Note:
When grouping by Branch and by Authority are in effect, then the report
will first group by Branch and then by Authority (as a subgroup).
Show Notes
Enter True to include all Collections notes attached to an order record or
enter False to not display this information.
This option will only work if the Group by parameter is set to Order.
See the Notes (AR Credit & Collections) section for more information.
Detail Level
Choose which level of detail is to be included on the report. The following
detail level options are available:
Customer
Order
Invoice
Document
All values here work in conjunction with what was selected for Group by. If
the Group by option is set to “Customer”, for example, then a user may want
to select a Detail Level of Order, to create a more thorough report.
See the following Report Details section for more information on this setting.
View Customer By
Choose Name to display the customers by name first followed by number or
choose Number to display the customer number first and then name.
Note: Name and number values are separated by a hyphen (“-“) on the
report and will be sorted according to what is displayed (either name first
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or number).
Branch
Choose (Select All) to include all branches, or select individually from the
drop-down list.
The option of <none> will include only those records that do not have a
branch assigned to them.
Set the *(company wide) option to allow the report to group by a value other
than Branch. To group by the Branch value, then do not select this option.
Authority
Choose (Select All) to include all authorities or select individually from the
drop-down list.
The option of <none> will include only those records that do not have an
authority type assigned to them.
Aging Date Type
Select from following list of types:
Document
Journal
Posting
Due
Invoice
Group by
Select either Customer to group the data by the Customer Number, or choose
Order to group the data by the Order Number.
Details of the item select here will automatically be included in the report.
Report Details
This section covers what specific items are listed in detail on the report.
Report Grouping
Grouping of data within the report is based on three-levels. The highest level is based on Branch, the
second level is Authority, and the lowest level is that of the value specified within the Group by field.

Branch grouping is in effect when *(company wide) option is not set

Authority grouping is in effect when the *(company wide) option is not set

Order grouping is in effect when the Group by is set to Order and the Detail Level is specified as
Document

Customer grouping is in effect when the Group by is set to Customer and the Detail Level is
either Order or Document. Note: The View Customer By option will affect customer depending
on whether Name or Number is selected
Header Information
No header information displays.
AR Collections Detailed Report Information
This section lists what displays on a report for the various settings of the Detail Level option.
Customer Details: When the Detail Level is set to Customer the following line items will be displayed:
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
Customer Number

Customer Name

Phone

Contact

Account Aging (<30, 31-60, 61-90, 91-120, >120)

Aging Totals

Total Invoice Amount
Order Details: When the Detail Level is set to Order the following line items will be displayed:

Order Number

Shipper

Account Aging (<30, 31-60, 61-90, 91-120, >120)

Aging Totals

Total Invoice Amount
Invoice Details: When the Detail Level is set to Invoice the following line items will be displayed:

Invoice Number

Invoice Date

Account Aging (<30, 31-60, 61-90, 91-120, >120)

Aging Totals

Total Invoice Amount
Document Details: When the Detail Level is set to Document the following line items will be displayed:

Document Number

Document Type

Journal Date

Document Date

Due Date

Post Date

Account Aging (<30, 31-60, 61-90, 91-120, >120)

Aging Totals

Total Invoice Amount
AR Collections Collection Notes
A user can choose to display collection notes associated to an order by setting the Show Notes option to
True and setting the Group Level value to Order. Any notes defined of type “Collections” will be listed
on the report.
Note:
These notes tie directly to order record and must of Note Type “Collections” to display on report.
Refer to the administrative setup area within the Note Type Setup.
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Figure 1: Collection Note display
Report Totals
The following section and grand totals will appear depending on the report options selected:

Customer Total

Order Total

Authority Total

Branch Total
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Billing Turnaround Report
This report provides a list of all orders billed within the billed date range and calculates the turnaround
in days from the delivered date as well as the average turnaround in days for each branch.
Parameters
Parameter
Description
Branch ID
Enter *(all branches) to include all branches, or select branches from the dropdown list.
Authority
Select the appropriate authority to report on (defined within Authority Setup).
Bill Date From
Enter the billing date to begin selecting records on.
Bill Date To
Enter the billing date to end selecting records on.
Report Details
Report Grouping
The report groups by Branch.
Header Information
The following table lists items that appear in the header section of this report.
Field
Description
Branch
The branch identifier and name display for each group of orders.
Average Turnaround
The number of days on average between the Delivered date and the Billed date for
all orders associated to the branch listed on the report.
Detail Information
The following table lists the detail items displayed on this report.
Field
Description
Order Number
The Order Number of the record being reported displays.
Shipper
The shipper name of the order displays. The name is comprised of the Last
Name/Company Name and First Name/MI fields from Name, Address, Phone.
Delivered
The Actual Delivery Date of the order being billed (Actual > Delivery Date field from
Move Information and the Actual Delivery Date from Order Information (Revenue
Entry)).
Billed
The billed date of the order displays (taken from the Bill Date managed from Billing
Information and Billing Information (Revenue Entry) tabs).
Turnaround (days)
The number of days difference between the date the order actually was delivered
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and the date it was billed.
Report Totals
No report totaling is in effect.
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Claims Out of Balance Report
The Claims Out of Balance report lists all claim records with an outstanding balance and is grouped by
the adjuster. All out-of-balance records that do not have the Adjuster field set in Claim Detail will all be
grouped and totaled under the “<no adjuster>” heading.
All the information that a user needs to evaluate the status of claim settlement(s) is viewable from this
report.
Parameters
Parameter
Description
Adjuster
Select *(all) to include all adjusters in the report, otherwise select adjusters
individually.
Report Details
Report Grouping
The report groups by Adjuster.
Header Information
No header information displays.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Claim Number
The identifier assigned to the claim displays.
Order Number
Order Number associated to the claim displays.
Opened Date
The date the claim record was added to the system displays.
Claimant
The payee of the claim as set within First Name and Last Name fields in Claim Detail
display.
Claim Status
Status of the claim as set through the Status field in Claim Detail displays.
Settlement
The total dollar amount of all Settlements items displays in this column.
Receivable
The total dollar amount of all Receivables items displays in this column.
Chargeback
The total dollar amount of all payable items set within Liabilities/Chargebacks displays in
this column.
Applied
The total dollar amount of all applied chargeback items displays in this column.
Balance
The Balance represents the dollar amount needed to satisfy the claim. A zero amount
indicates the claim is settled and a positive balance indicates that more money is needed to
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settle the claim, and a negative balance amount (in red) indicates an overpayment.
The application computes the Balance as follows:
Total amount of all Settlement items LESS
Total amount of all Receivables items LESS
Total amount of all Chargeback payable items PLUS
Total amount of all applied Chargebacks EQUALS the Balance
Report Totals
The report provides the following total counts:
 Total Claims for each Adjuster and for the entire report
 Total Balance for each Adjuster and for the entire report
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Closing Ratios Report
This report calculates and lists the closing ratio for orders that originated as a lead.
Parameters
Parameter
Description
Branch ID
Select “*(all branches)” to include all branches or select branches from the
drop-down list.
Group by
Select “Salesperson then Lead Type” or “Lead Type then Salesperson” for the
report grouping option.
Lead Created Date From
Enter the lead date to begin selecting records on.
Lead Created Date To
Enter the lead date to end selecting records.
Drill Down All
Select True to expand all display groupings when the report generates or
choose False to collapse all display groupings.
Report Details
Report Grouping
The report groups by Branch and then by the values specified within the Group by parameter.
Header Information
The following information appears within the group headers:
 Sum of Closing Ratio for the Branch and Salesperson or Lead Type
 Total Leads for the Branch and Salesperson or Lead Type
 Total Booked for the Branch and Salesperson or Lead Type
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Move Type
 Commodity
 Created Date
 Book Date
 Estimated Load Date
 Hauled Weight (or Estimated Weight if Hauled Weight is not set)
 Estimated Line Haul Amount
Report Totals
No report totaling is in effect.
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Commission Plan Details Report
This report lists all commission plans and their associated item codes with commission, contract, and
rate information.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Report Details
Report Grouping
The report groups by the Commission Plan.
Header Information
The Effective Date Basis in use for the plan and the count of commission items associated to the plan
display in the header along with the name of the Commission Plan.
Report Information
The report lists the following detailed item:

Item Code

Description

Commission Percentage

Commission Basis

Contract

Tariff / Rate Plan

Start and Ending Effective Date range
Report Totals
A total count of all commissions displays on the last page.
See Commission Plan Setup for detailed field descriptions.
RELATED REPORT:
Commission Statement Report
Employee Commission Plans Report
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Commission Statement Report
Produced through the Commission Statement Management screen (Tools > Build Historical Statement),
this report provides a summary and details of generated commissions by Vendor Class.
The report consists of a Vendor Summary and detailed breakdown of each transaction for each vendor.
Additionally, there is s a Commission Statement Summary Report that provides a higher-level listing that
consists of all vendors and the total amount paid out to each.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report requiring the Commission Statement Vendor ID.
NOTE
Link this report to the Create New Statement and View buttons within Commission Statement Management
by assigning the report to a Report System Location of “Commission Statement Report.”
Report Details
Report Title
The report of the report is “Historical Commission Statement.”
Report Grouping
The report groups by Vendor then Order Number then Document Number.
Header Information
The following information appears within the header for each Order Number:
 Order Number
 Shipper
 Weight of the Order (either Hauled Weight or Estimated Weight) labeled “Order Weight:”
Report Information
The report lists the following detailed items:
Vendor Summary
 Order Number
 Shipper Name
 Revenue Amount
 Commission Amount
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

After Split amount
Amount Paid
Detailed Summary
 Document Number
 Document Date
 Invoice Amount
 Revenue Amount
 Net Amount
 Commission Percentage
 Commission Amount
 After Split Amount
 Amount Paid
 Item Description
Report Totals
The following report totals are available:
Vendor Summary
The following appear in the Vendor Summary section listed first on the report:
 Total Order Count
 Total Revenue Amount
 Total Commission Amount
 Total After Split Amount
 Total Amount Paid (also appears on the last page of the report)
Detailed Summary
The following appear in the “Sub Total” for each order or section listed in the report:
 Total Commission Amount
 Total After Split Amount
 Total Amount Paid
RELATED REPORT:
Commission Plan Details Report
Commission Statement Summary Report
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Commission Statement Summary Report
Produced through the Commission Statement Management screen, this report provides a list of all
vendors associated to the statement run and the current total amount paid.
This report typically runs in conjunction with the Commission Statement Report.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report requiring the Commission Statement Header ID.
NOTE
Link this summary report to the Create New Statement and View buttons within Commission Statement
Management by assigning the report to a Report System Location of “Commission Statement Summary
Report.”
Report Details
Report Grouping
No grouping of data is in effect.
Header Information
The Vendor Class and the selected Due Date display in the report header under the title.
Report Information
The report lists the following detailed items:


Vendor Name (Vendor Identification)
Total Amount Paid for all Transactions (total Amount Due)
Report Totals
The following report totals are available:


Total Number of Vendors
Total Amount Paid to all Vendors for all transactions
RELATED REPORT:
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Commission Statement Report
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Crew by Branch Report
This report lists all crew assigned to the branch and provides their Labor Type and their current status as
one of “ACTIVE,” “INACTIVE,” or in “REVIEW.” This report is excellent for identifying who is setup
correctly.
This report is also included within the Dispatching Worksheet Report and the Dispatching Summary
Report.
Parameters
Parameter
Description
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down list.
Status
Enter *(all) to include all employees, or choose from the list of available status codes.
Report Details
Report Grouping
The report groups in order by the following:
Branch
Labor Type
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Branch ID and Name of the branch set for the service within this field.
See Add Local Service and Branch Setup for more information.
Labor Type
Displays the Labor Type assigned to the crew within Personnel Setup within this field.
See Add Local Service for more information.
Name
Displays the Last Name and First Name/MI of the crew set through Personnel Setup.
Status
Displays the employee Status assigned through Personnel Setup.
Report Totals
No report totaling is in effect.
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Customer Statement Report
Created and viewed through Customer Statements, the Customer Statement Report details billed items
to a customer including payment terms and aging information.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Generate button within Generate Statement and Reprint Statements by assigning the
report to a Report System Location of “Customer Statement Report.”
Report Details
Report Grouping
No grouping of data is in effect.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Statement Title
The title provided from Generate Statement displays at the top of the report.
Company
The Header branch selected within from Generate Statement for remittance of the
billing displays.
Remit-To
Branch selected within Remit-To field in Generate Statement for remittance of the
billing displays.
Customer
The company of the order set within Billing Information displays along with address
and contact phone number.
Date
The billing generation date or run date displays.
Customer Number
Customer identification number for the selected Company displays.
Payment Terms
This field displays the payment terms set for the customer within Microsoft
Dynamics GP.
Detail Items
Order / Invoice Number
The Order Number or Invoice Number associated to a detail items displays.
Code
Statement code identifying the detail itemizations displays. The application will
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display one of the following for each item.
BBF
Balance Brought Forward
SLS
Sales/Invoice
INV
Customer Invoice
DR/CR
Adjustment
FN
Finance Charge
PMT
Payment
The itemization code descriptions are hard-coded to display below the aging
information on the actual generated report.
Description
Line item description displays.
Date
The transaction date for the statement item displays.
Detail Amount
The dollar amount of the statement item associate to an invoice displays.
Amount
Total dollar amount of the statement item displays. If more than one order
contains details for the customer, then a total Order Balance will display as well.
Amount Due
The sum of all detail items displays.
Marketing Message
The Statement Message set within Generate Statement displays.
Aging Information
Current
This field displays the total dollar amount due from the customer within the next
29 days.
30-60 Days
The total dollar amount due from the customer overdue by 30 to 60 days from the
current date.
61-90 Days
The total dollar amount due from the customer overdue by 61 to 90 days from the
current date.
91-120 Days
The total dollar amount due from the customer overdue by 91 to 120 days from the
current date.
>121 Days
The total dollar amount due from the customer overdue by 121 or more days from
the current date.
Report Totals
No report totaling is in effect.
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Daily Crew Hours per Branch Report
This report lists all services for the provided service date. It also provides a graphical display of the
scheduled services for each Branch ID.
Parameters
Parameter
Description
Service Date
Enter a specific date to report on.
Report Details
Report Grouping
No data grouping is in effect.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Service Date
Displays the date used to select service records by.
Branch of Service
Displays the Branch ID of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Scheduled Services
Displays a count of all services scheduled for the given service date and branch.
Est. Crew Hours
Displays the total scheduled time for all crew members for services assigned to the
branch.
Available Crew Hours
Displays the total number of hours available to be assigned for all crew members
assigned to the particular branch.
Report Totals
No group totaling is in effect.
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Deposit Statement Report
This is a summary report of batch payments made within Payment Management.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report requiring the Statement Header ID.
NOTE
Link this report to the Deposit Report button within Payment Management by assigning the report to a
Report System Location of “Deposit Report.”
Report Details
Report Grouping
The report groups by settings made within the Group by parameter, then by Order Status.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Order Number or Control Account Number (from Microsoft Dynamics GP)
 Payment Type
 Payment Note
 Statement Item Amount
Report Totals
The report provides the total amount deposited for the batch record.
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Dispatching Crew Report
This report lists all crew-assigned services, with complete service information, for a given branch and
date range. It is grouped by Service Date then Crew Member for each Branch. The report lists the
shipper name, Order Number, origin and destination locations, status, coordinator, job starting and
ending times, quantity, weight, reserved equipment, special instructions, shipping notes, and more.
This is a great report for seeing which services and orders a crew member is assigned to.
See Dispatching Equipment Report for a similar report.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or choose
False to collapse all display groupings.
Service Date From
Enter the service date to begin selecting records on.
Service Date To
Enter the service date to end selecting records on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down
list.
Report Details
Report Grouping
The report groups in order by the following:
Service Date
Crew Member
Branch
Labor Type
Detail Information
The following table describes the fields that display on this report.
Field
Description
Crew Member
Displays the First Name/MI and Last Name of the crew set through
Personnel Setup.
Service Date
Displays the date range used to select service records by.
Service Type
The type of service being dispatched.
See Add Local Service for more information.
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Branch of Service
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Labor Type
Displays the Labor Type assigned to the crew within Personnel Setup.
See Add Local Service for more information.
Shipper
Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab.
Order Number
Displays the MoversSuite order number that the service is listed under.
Move Type
This field displays the move type assigned to the order through Type of
Move field in Move Information.
Service Status
Displays the status automatically assigned to the service.
See Local Services Status for more information.
Coordinator
Displays the name of the person assigned as the Name, Address, Phone >
Transportation Coordinator for the order.
Job Start Time
Displays the scheduled job starting time as set through the Set Service Time
screen.
Job End Time
Displays the scheduled job ending time as set through the Set Service Time
screen.
Quantity
For services associated to a weighted value, the Quantity referred to will be
the Miles of the order as set within the Miles field in Move Information.
For services associated to a carton value, the Quantity referred to will be the
Cartons value set for the service within Cartons in Add Local Service.
Note:
The setting that determines whether a weighted value or a carton value
used is the Units option within Service Type Setup.
Weight
For services associated to a weighted value, the Weight referred to will be
the value set for the service through the Weight field in Add Local Service
otherwise the weight value will pull from the Hauled Weight (or Estimated
Weight if Hauled Weight is not set) field in Move Information.
Note:
The setting that determines whether a weighted value is used is the
Units option within Service Type Setup.
Work Ticket Number
Displays the ticket number generated for the service through Local Dispatch.
Origin
Displays the Moving From address, city, and state set in Name, Address,
Phone for the order that the service is under.
If the service is associated to an extra stop then the address set for the origin
extra stop will be displayed. Extra stops are associated to a service through
the Add Address function within Add Local Service.
Origin Special Instructions
Displays the contents of the memo set within Special Instructions > Memo
(Origin) in Move Information.
Destination
Displays the primary Moving To address, city, and state set on the Name,
Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the
destination extra stop will display. Extra stops are associated to a service
through the Add Address function within Add Local Service.
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Destination Special Instructions
Displays the contents of the memo set within Special Instructions > Memo
(Destination) in Move Information.
Shipper Contact Information
The top four phone numbers listed for the order (Name, Address, Phone)
display.
Equipment
Displays a list of all reserved equipment for the service sorted by the
equipment identification number and equipment description set for the
resource (in parenthesis) as assigned through Local Dispatch.
See Equipment Setup for more information.
Service Notes
Displays the memo created prior to the service being sent to Local Dispatch.
See Send to Dispatch and Add Local Service for more information.
Report Totals
No group totaling is in effect.
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Dispatching Crew Call Sheet Report
Use this report for crew that will call in to find out what services they will be working on for the
following day(s). The report is for a given date range and is broken down by branch, then Labor Type,
and then by crew personnel. Detailed in the report is crew member’s phone number, Service Date, job
start time, service description, name of the lead, Order Number, and shipper.
Parameters
Parameter
Description
Service Date From
Enter the date of service to begin selecting records on.
Service Date To
Enter the date of service to end selecting records on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down
list.
Report Details
Report Grouping
The report groups in order by the following:
Branch
Labor Type
Crew Member
Detail Information
The following table describes the fields that display on this report.
Field
Description
Service Dates
Displays the date range used to select service records by.
Branch
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Labor Type
Displays the Labor Type assigned to the crew member within Personnel Setup.
See Add Local Service for more information.
Crew Member
Displays the First Name/MI and Last Name and of the crew member set through
Personnel Setup.
Home Phone
Displays the Home phone number of the crew member set through Personnel Setup.
Alternate Phone
Displays the Alternate phone number of the crew member set through Personnel
Setup.
Service Date
Displays the date scheduled to perform the request.
See Add Local Service for more information.
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Start Time
Displays the scheduled job starting time as set through the Set Service Time screen.
Service
The type of service being dispatched.
See Add Local Service for more information.
Lead
Displays a Y in this column if the crew has been assigned as a lead for the particular
service.
Order #
The Order Number for the record displays in this field.
Shipper
Displays the formatted shipper name combined from the Last Name/Company
Name and First Name fields from the Name, Address, Phone tab.
Report Totals
No report totaling is in effect.
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Dispatching Equipment Report
This report lists all equipment-reserved services for a given branch and date range. It is grouped by
Service Date then equipment name for each Branch. The report lists the shipper name, Order Number,
origin and destination locations, status, coordinator, job starting and ending times, quantity, weight,
crew assignments, special instructions, shipping notes, and more.
This is a great report for seeing which services and orders a resource is reserved for.
See Dispatching Crew Report for a similar report.
Parameters
Parameter
Description
Service Date From
Enter the date of service to begin selecting records on.
Service Date To
Enter the date of service to end selecting records on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down
list.
Drill Down All
Select True to expand all display groupings when the report is generated or choose
False to collapse all display groupings.
Report Details
Report Grouping
The report groups in order by the following:
Service Date
Equipment
Branch
Detail Information
The following table describes the fields that display on this report.
Field
Description
Equipment
Displays the equipment identification number and equipment description
set for the resource (in parenthesis) as defined within Equipment Setup.
Service Date
Displays the date scheduled to perform the request.
See Add Local Service for more information.
Branch
Displays the branch of service assigned to the particular service.
See Add Local Service for more information.
Service
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The type of service being dispatched.
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See Add Local Service for more information.
Shipper
Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab.
Order Number
Displays the MoversSuite order number that the service is listed under.
Move Type
Displays the move type assigned to the order through Type of Move within
Move Information.
Service Status
Displays the status assigned to the service by the dispatcher.
See Dispatch Status for more information.
Coordinator
Displays the name of the person assigned as the Transportation Coordinator
within Name, Address, Phone for the order.
Job Start
Displays the anticipated job starting time as set through the Set Service Time
screen.
Job End
Displays the anticipated job ending time as set through the Set Service Time
screen.
Quantity
For services associated to a weighted value, the Quantity referred to will be
the Miles of the order as set within the Miles field in Move Information.
For services associated to a carton value, the Quantity referred to will be the
Cartons value set for the service within Cartons in Add Local Service.
Note:
The setting that determines whether a weighted value or a carton value
used is the Units option within Service Type Setup.
Weight
Displays the weight assigned to the order through the Hauled Weight field
(or Estimated Weight if Hauled Weight is not set) in Move Information.
Work Ticket Number
Displays the ticket number generated for the service through Local Dispatch.
See Work Ticket for more information.
Origin Address
Displays the Moving From address, city, state, and postal code set on the
Name, Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the origin
extra stop will display. Extra stops are associated to a service through the
Add Address function within Add Local Service.
Origin Special Instructions
Displays the contents of the memo set within Special Instructions > Memo
(Origin) in Move Information.
Destination Address
Displays the Moving To address, city, state, and postal code set on the
Name, Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the origin
extra stop will display. Extra stops are associated to a service through the
Add Address function within Add Local Service.
Destination Special Instructions
Displays the contents of the memo set within Special Instructions > Memo
(Destination) in Move Information.
Shipper Contact Information
The top four phone numbers listed for the order (Name, Address, Phone)
display.
Crew Members
Displays data on the number of spots available (not enough crew members)
or exceeded (over assigned crew).
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Crew set as a lead will display in bold weight font.
See Assign and Remove Crew and Personnel Setup for more information.
Service Notes
Displays the memo created prior to the service sent to Local Dispatch.
See Send to Dispatch and Add Local Service for more information.
Report Totals
No report totaling is in effect.
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Dispatching Services Report
This report lists all services cleared for dispatch for a given date range and branch. It groups data by the
Service Date and features shipper information including origin and destination, contact information, and
Order Number. It also lists the status, coordinators, job starting and stopping time, packing quantities,
weight, crew and equipment assignments, any special instructions, any service notes, and more.
See Dispatching Summary Report for a similar report.
Parameters
Parameter
Description
Service Date From
Enter the date of service to begin selecting records on.
Service Date To
Enter the date of service to end selecting records on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down list.
Drill Down All
Select True to expand all display groupings when the report is generated or choose False
to collapse all display groupings.
Report Details
Report Grouping
The report group in the following order:
Service Date
Branch
Service Type
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Service Date
Displays the date scheduled to perform the request.
See Add Local Service for more information.
Service Type
The type of service being dispatched.
See Add Local Service for more information.
Shipper
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Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab.
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Order Number
Displays the MoversSuite order number that the service is listed under.
Move Type
Displays the move type assigned to the order through Type of Move in Move
Information.
Service Status
Displays the status automatically assigned to the service.
See Local Services Status for more information.
Coordinator
Displays the name of the person assigned as the Transportation Coordinator
within Name, Address, Phone for the order.
Job Start
Displays the scheduled job starting time as set through the Set Service Time
screen.
Job End
Displays the scheduled job ending time as set through the Set Service Time
screen.
Quantity
For services associated to a weighted value, the Quantity referred to will be
the Miles of the order as set within the Miles field in Move Information.
For services associated to a carton value, the Quantity referred to will be the
Cartons value set for the service within Cartons in Add Local Service.
Note:
The setting that determines whether a weighted value or a carton value
used is the Units option within Service Type Setup.
Weight
For services associated to a weighted value, the Weight referred to will be
the value set for the service through the Weight in Add Local Service
otherwise the weight value will pull from the Hauled Weight field (or
Estimated Weight if Hauled Weight is not set) in Move Information.
Note: The setting that determines whether a weighted value is used is
the Units option within Service Type Setup.
Work Ticket Number
Displays the ticket number generated for the service through Local Dispatch.
Origin Address
Displays the Moving From address, city, and state set on the Name, Address,
Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the origin
extra stop will display. Extra stops are associated to a service through the
Add Address function within Add Local Service.
Origin Special Instructions
Displays the contents of the memo set within Special Instructions > Memo
(Origin) in Move Information.
Destination Address
Displays the primary Moving To address, city, and state set on the Name,
Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the
destination extra stop will display. Extra stops are associated to a service
through the Add Address function within Add Local Service.
Destination Special Instructions
Displays the contents of the memo set within Special Instructions > Memo
(Destination) in Move Information.
Shipper Contact Information
The top four phone numbers listed for the order (Name, Address, Phone)
display.
Crew Members
Displays a list of all crew members assigned to the service by name
(alphabetically by first name) along with their labor type (in parenthesis).
The crew member listing includes a title that details the crew requirements
with the number of required for the crew along with the number of hours
estimated for each worker to perform the service. Additional information
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listed describes the number of spots available (not enough crew) or
exceeded (over assigned crew).
Crew set as a lead will display in bold weight font.
See Assign and Remove Crew and Personnel Setup for more information.
Equipment
Displays a list of all reserved equipment for the service sorted by the
equipment identification number and equipment description set for the
resource (in parenthesis) in Local Dispatch.
See Equipment Setup for more information.
Service Notes
Displays the memo created prior to the service being sent to Local Dispatch.
See Send to Dispatch and Add Local Service for more information.
Report Totals
No report totaling is in effect.
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Dispatching Summary Report
This report provides a summary listing of services for a given date range and branch. It is a shortened
version of the Dispatching Services Report detailing the basics of the service including job start and end
time, crew and equipment requirements, origin and destination locations, Move Type, weight, miles,
and carton count.
This report is identical to the Dispatching Worksheet Report except that the Worksheet report allows
the user to write in crew names and equipment resources.
If the Crew & Equipment parameter is set to “True,” then the report will provide a separate listing of all
active crew members and available equipment. See Crew by Branch report or Equipment by Branch
report for more information on what displays for either.
Parameters
Parameter
Description
Service Date From
Enter the date of service to begin selecting records on.
Service Date To
Enter the date of service to end selecting records on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down
list.
Crew & Equipment
Select True to have the report include detailed information on crew and equipment
availability. See Crew by Branch report or Equipment by Branch report for more
information on what is displayed for either.
Report Details
Report Grouping
The report groups in order by the following:
Service Date
Branch
Service Type
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Service Date
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Displays the date scheduled to perform the request.
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See Add Local Service for more information.
Service Type
The type of service being dispatched.
See Add Local Service for more information.
Job Start (Job S)
Displays the scheduled job starting time as set through the Set Service Time
screen.
Job End (Job E)
Displays the scheduled job ending time as set through the Set Service Time
screen.
Required Crew
Displays the number of estimated crew needed to perform the service
followed by a list of crew members currently assigned to the service (see
Assign and Remove Crew).
Shipper
Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab.
Origin Address (O)
Displays the Moving From address, city, and state set on the Name, Address,
Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the origin
extra stop will display. Extra stops are associated to a service through the
Add Address function within Add Local Service.
Order Number
Displays the MoversSuite order number that the service is listed under.
Destination Address (D)
Displays the primary Moving To address, city, and state set on the Name,
Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the
destination extra stop will display. Extra stops are associated to a service
through the Add Address function within Add Local Service.
Move Type (MT)
Displays the move type assigned to the order through Type of Move in Move
Information.
Ctns/Wt/Mls
For services associated to a weighted value, the report will display weight
(Wt) and miles (Mls). The referenced weight value is from the service itself
(see Add Local Service) and the miles value is from the Miles field in Move
Information.
For services associated to a carton value, the report will display cartons
(Ctns) and weight (Wt). The referenced carton value is the total of all
estimated containers, packing, and unpacking items set for the service
through the Update Containers, Packing and Unpacking and the weight value
is from the Weight field from within Move Information.
Note:
The setting that determines whether a weighted value or a carton value
used is the Units option within Service Type Setup.
Coordinator (C)
Displays the name of the person assigned as the Transportation Coordinator
set within Name, Address, Phone for the order.
Required Equipment
Displays the count of equipment resources currently reserved for the service
followed by the equipment listing (see Assign and Remove Equipment).
Service Notes
Displays the memo created prior to the service being sent to Local Dispatch.
See Send to Dispatch and Add Local Service for more information.
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Report Totals
No report totaling is in effect.
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Dispatching Work Tickets Report
This report reproduces all Work Tickets for a selected date of service and branch; additionally, set the
Use Location option to “True” to generate tickets for all associated branches (those with the same
Dispatching Common View).
Parameters
Parameter
Description
Service Date
Enter the date of service to generate work tickets on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the drop-down list.
Use Location
Select True to generate work tickets for all branches associated to the selected Branch
ID. Set to False to list only Work Tickets for the selected branch.
Report Details
Report Grouping
The report groups by Order Number.
Detail Information
See the Work Ticket listing for a list of items reported.
Report Totals
No report totaling is in effect.
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Dispatching Worksheet Report
This report lists all services by branch over a given period of time and is used primarily for disaster
preparedness. This report is designed as a worksheet for assigning crew and equipment to services
during anticipated power outages. Use this report by printing it off prior to the outage and then writing
in drivers, equipment, and helper information in the space provided.
This report is identical to the Dispatching Summary Report except that the Summary report provides
names and description for the crew and equipment resources.
If the Crew & Equipment parameter is set to “True,” then the report will provide a separate listing of all
active crew members and available equipment. See Crew by Branch report or Equipment by Branch
report for more information on what displays for either.
Parameters
Parameter
Description
Service Date From
Enter the date of service to begin selecting records on.
Service Date To
Enter the date of service to end selecting records on.
Branch ID
Enter *(all branches) to include all branches, or select branches from the dropdown list.
Crew & Equipment
Select True to have the report include detailed information on crew and
equipment availability. See Crew by Branch report or Equipment by Branch
report for more information on what is displayed for either.
Report Details
Report Grouping
The report groups in order by the following:
Service Date
Branch
Service Type
Detail Information
The detail information of this report is identical to that of the Dispatching Summary Report except the
Required Equipment section is omitted and the Required Crew section provides a write in area for the
driver (D), equipment (E), and helpers (H) instead of listing the currently assigned crew members.
Report Totals
No report totaling is in effect.
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Dot Matrix Printer Alignment Form
This report is used to align all dot matrix printers to the same positions so all forms will print the same.
The report consists of a grid containing one-inch squares that a user can print out and reference for field
placement within custom reports.
Parameters
Parameter
Description
None
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
No report details display.
Report Totals
No report totaling is in effect.
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DPM Inbound On-Hand Report
This report displays all inbound Direct Procurement Methods (DPM) shipments received.
Parameters
Parameter
Description
Branch ID
Enter *(all branches) to include all branches, or select branches from the dropdown list.
To be included in the report, records must have a branch that matches that of the Branch ID, the Move
Type must be “DPM Inbound”, and the DPM Date Shipment Release must be blank. Refer to the DPM
Information settings within the Military/Government tab.
Report Details
Report Grouping
The report groups by Branch.
Header Information
The following information displays in the group header:
 Branch ID
 Order Count for the Branch
Detail Information
The report lists the following detailed items:
 Date Received
 Required Delivery Date (RDD)
 Call Number
 Type
 Shipper
 Rank / Grade
 Branch of Service
 Social Security Number
 Government Bill of Lading (GBL) Number
 Hauled Weight (or Estimated Weight if Hauled Weight is not set)
Report Totals
No report totaling is in effect.
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DPM Outbound On-Hand Report
This report displays all outbound Direct Procurement Methods (DPM) shipments.
Parameters
Parameter
Description
Branch ID
Enter *(all branches) to include all branches, or select branches from the dropdown list.
To be included in the report, records must have a branch that matches that of the Branch ID, the Move
Type must be “DPM Outbound”, Task Definition must be set, and the DPM Date Shipment Release must
be set. Refer to the DPM Information settings within the Military/Government tab.
Report Details
Report Grouping
The report groups by Branch.
Header Information
The following information displays in the group header:
 Branch ID
 Order Count for the Branch
Detail Information
The report lists the following detailed items:
 Shipper
 Rank / Grade
 Branch of Service
 Social Security Number
 Destination City and State (as “To”)
 Pack Pick Up Date
 Document
 Government Bill of Lading (GBL) Number
 Notes (area to write in a record note)
Report Totals
No report totaling is in effect.
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Driver Advances Report
This report lists all advances given to drivers by branch and for a given date range.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report generates or choose
False to collapse all display groupings.
Branch ID
Enter *(all branches) to include all branches, or select branches from the dropdown list.
Advance Date From
Enter the advance date to begin selecting records on.
Advance Date To
Enter the advance date to end selecting records on.
Report Details
Report Grouping
The report groups by Branch then Driver.
Detail Information
The following table describes the fields that display on this report. See Advance Management and
Advance Processing for more information.
Field
Description
Branch Information
Branch
Displays the Branch ID followed by the Name of the branch of service as defined
within Branch Setup.
Advanced
Displays the total amount advanced under the branch during the selected date
range.
Driver Information
Driver
The name of the driver advanced funds during the selected date range displays.
Advanced
Displays the total amount advanced to the driver for the branch and during the
selected date range.
Emp #
The Employee # set for the driver within Personnel Setup displays.
Drv #
The Driver # set for the driver within Personnel Setup displays.
Fuel ID
The Fuel ID set for the driver within Personnel Setup displays.
Trip(s) Data
All data accessible through Long Distance Dispatch
Trip #
Displays the trip number that the driver is assigned to.
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Order #
Displays the MoversSuite Order Number linked to the trip.
Created
The creation date of the advance displays.
Created By
The MoversSuite user (Long Distance Dispatcher) that generated the advance to the
driver displays.
Amount
The dollar amount of the advance displays.
Reason
Displays the description associated to the advance generation.
Manual
Advances generated with the Do Not Send to Banking Service option set in Add/Edit
Advance will display “Manual” in this column
Report Totals
No report totaling is in effect.
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Employee by Branch Report
This report lists all employees assigned to a particular branch. Employees will show on this report even
if they are not MoversSuite users (as defined within User Setup).
Parameters
Parameter
Description
Sort by
Select either Branch or Name to group the report display by the name of branch or the
employee name, respectively.
Drill Down All
Select True to expand all display groupings when the report is generated or choose False to
collapse all display groupings.
Report Details
Report Grouping
The report groups by Branch or Name, depending on the Group By option.
Header Information
When grouped by Branch, the report lists the following in the header:
 Branch ID
 Branch Name
When grouped by Name, the report lists the following in the header:
 Employee Name
 Employee Number
Detail Information
Detailed information in this report pulls from Branch Setup and Personnel Setup.
When grouped by Branch, the report lists the following detailed items:
 Employee (Employee Number)
 Labor Type
When grouped by Branch, the report lists the following detailed items:
 Branch (Branch ID)
 Labor Type
Report Totals
No report totaling is in effect.
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Employee Commission Plans Report
This report lists all employees with a commission plan, grouped by commission plan or labor type. An
employee may list more than once if they have more than one user-ID.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or choose False
to collapse all display groupings.
Group by
Select Labor Type or Commission Plan for a value to group records on.
Report Details
Report Grouping
The report groups by either Labor Type or Commission Plan, depending on the value entered for the
Group by parameter.
Header Information
The header displays the count of Employees associated to the listed Commission Plan or Labor Type
(depending on which “Group by” option is selected).
Detail Information
The report lists the following detailed item:
 Name
 Vendor ID
 Labor Type / Commission Plan
 Starting and Ending Effective Date range of the plan
Report Totals
The report displays the number of commissionable employees per Labor Type or Commission Plan. A
total of all commissionable employees displays near the end of the report.
RELATED REPORTS:
Commission Plan Details Report
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Equipment by Branch Report
Use this report to see which equipment is available for a particular branch. Report options include the
ability to base the listing on branch, status, and whether the resource is available in Local Dispatch or
Long Distance Dispatch or in both.
This report is optionally included within the Dispatching Worksheet Report and Dispatching Summary
Report.
Parameters
Parameter
Description
Branch ID
Select *(all) to include all branches, or select branches from the drop-down list.
Status
Select *(all) to include all pieces of equipment, or choose from the list of available status
codes.
Range
Select *(all) to include both Local and Long Distance, or choose the value individually.
Report Details
Report Grouping
The report groups in order by
Branch
Equipment Type
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Equipment Type
Displays the Type assigned to the resource within Equipment Setup.
Equipment #
Displays the Equipment Number assigned to the resource within Equipment Setup.
Status
Displays the Status assigned to the resource within Equipment Setup.
Local
Displays a Y if the resource is assignable to local service requests as set by the Local flag
within Equipment Setup.
Long Distance
Displays a Y if the resource is assignable to long distance trips as set by the Long Distance
flag within Equipment Setup.
Description
Displays the Description assigned to the resource within Equipment Setup.
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Report Totals
No report totaling is in effect.
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Equipment Expirations Report
This report displays all equipment that has a due date (sanitation, inspection, service, license and/or ICC)
within a specified date range.
Parameters
Parameter
Description
Expiration Date From
Enter the date to begin selecting records on.
Expiration Date To
Enter the date to end selecting records on.
Report Details
Report Grouping
No grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Equipment Description
 Equipment Number
 Condition
 Last Sanitized Date
 Next Sanitized Date
 Last Inspection Date
 Next Inspection Date
 Last Service Date
 Next Service Date
 License Due Date
 ICC Due Date
Report Totals
No report totaling is in effect.
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Equipment Safety Events Report
This report displays all events logged for all equipment during the specified date range.
Parameters
Parameter
Description
Event Date From
Enter the date to begin selecting records on.
Event Date To
Enter the date to end selecting records on.
Report Details
Report Grouping
No grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Equipment (Item) Description
 Equipment Number
 Created By
 Created Date
 Event Date
 Event Type
 Event Description
Report Totals
No report totaling is in effect.
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Estimated Crew Hours Comparison Report
This report compares the number of scheduled services and estimated crew hours from two different
periods. Further, it displays a graphical representation of the services by branch.
Parameters
Parameter
Description
Services Scheduled From (A)
Enter the service date to begin selecting records on for the first period.
Services Scheduled To (A)
Enter the service date to end selecting records on for the first period.
Orders Booked On or Before (A)
Enter an order booked date as the cutoff date for the record selection for
the first period.
Services Scheduled From (B)
Enter the service date to begin selecting records on for the second
period.
Services Scheduled To (B)
Enter the service date to end selecting records on for the second period.
Orders Booked On or Before (B)
Enter an order booked date as the cutoff date for the record selection for
the second period.
The report will compare services schedule for the first date range (A) to that of the second date range
(B), and will include all branches.
Report Details
Report Grouping
No grouping is in effect.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Orders Booked On or Before Date
Displays the date used to qualify records on based on the booked date of
the order.
Note:
This date displays on the Move Information tab for an order.
Services Scheduled Dates
Displays the date ranged used to qualify records on as defined within the
report parameters section.
Branch of Service
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Scheduled Services
Displays the number of services scheduled for a particular branch during
the scheduled service date range.
Estimated Crew Hours
Displays the total number of hours scheduled to perform services for the
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given branch during the scheduled service date range.
Report Totals
The report provides the following totals information:
 Total Scheduled Services for the first and second ranges
 Total Estimated Crew Hours for the first and second ranges
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Estimated Crew Hours per Branch Report
This report lists scheduled services and provides estimated crew hours for a given date range. Further, it
displays a graphical representation of the services by branch.
Refer to the Estimated Crew Hours Comparison Report to use this report as a comparison tool between
two periods.
Parameters
Parameter
Description
Services Scheduled From
Enter the service date to begin selecting records on.
Services Scheduled To
Enter the service date to end selecting records on.
Orders Booked On or Before
Enter an order booked date as the cutoff date for the record selection.
Report Details
Report Grouping
No grouping is in effect.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Orders Booked On or Before Date
Displays the date used to qualify records on based on the booked date of
the order.
Note:
This date displays on the Move Information tab for an order.
Services Scheduled Dates
Displays the date ranged used to qualify records on as defined within the
report parameters section.
Branch of Service
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Scheduled Services
Displays the number of services scheduled for a particular branch during
the scheduled service date range.
Estimated Crew Hours
Displays the total number of hours scheduled to perform services for the
given branch during the scheduled service date range.
Report Totals
The report provides the following totals information:
 Total Scheduled Services for the date range specified
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
Total Estimated Crew Hours for the date range specified
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Gov DD 1840 Form
This supplies the data for a standard, form-fed government document entitled Joint Statement of Loss or
Damage at Delivery.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Military Forms button within Military/Government by assigning the report to a Report
System Location of “Military Forms.”
IMPORTANT
Several fields within this report require data from user defined fields. Refer to the User Defined Fields tab
within MoversSuite, to set data for these items, or contact your system administrator for setup.
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
Refer to the Form 1840 Contents in the online help for a complete listing of all data fields and mappings.
Report Totals
No report totaling is in effect.
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Gov DD 1840 Delivery Out Form
This supplies the data for a standard, form-fed government document entitled Joint Statement of Loss or
Damage at Delivery.
This report is identical to the Gov DD 1840 Form report, except that it includes Storage-in-Transit (SIT)
information.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Military Forms button within Military/Government by assigning the report to a Report
System Location of “Military Forms.”
IMPORTANT
Several fields within this report require data from user defined fields. Refer to the User Defined Fields tab
within MoversSuite, to set data for these items, or contact your system administrator for setup.
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
Refer to the Form 1840 Contents in the online help for a complete listing of all data fields and mappings.
Report Totals
No report totaling is in effect.
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Gov DD 619 Form
This supplies the data for a standard, form-fed government document entitled Statement of Accessorial
Services Perfomed.
Parameters
This is a system-generated reported.
Parameter
Description
SIT Location
Select either Destination or Origin for the source of the storage-in-transit (SIT)
information.
The program defaults this option to Destination.
NOTE
Link this report to the Military Forms button within Military/Government by assigning the report to a Report
System Location of “Military Forms.”
IMPORTANT
Several fields within this report require data from user defined fields. Refer to the User Defined Fields tab
within MoversSuite, to set data for these items, or contact your system administrator for setup.
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
Refer to the Form 619 and Form 619-1 Contents in the online help for a complete listing of all data fields
and mappings.
Report Totals
No report totaling is in effect.
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Gov DD 619-1 Form
This supplies the data for a standard, form-fed government document entitled Statement of Accessorial
Services Perfomed (Storage-in-Transit Delivery and Reweigh).
Parameters
This is a system-generated reported.
Parameter
Description
SIT Location
Select either Destination or Origin for the source of the storage-in-transit (SIT)
information.
The program defaults this option to Destination.
NOTE
Link this report to the Military Forms button within Military/Government by assigning the report to a Report
System Location of “Military Forms.”
IMPORTANT
Several fields within this report require data from user defined fields. Refer to the User Defined Fields tab
within MoversSuite, to set data for these items, or contact your system administrator for setup.
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
Refer to the Form 619 and Form 619-1 Contents in the online for a complete listing of all data fields and
mappings.
Report Totals
No report totaling is in effect.
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Gov SF1113 Form
This supplies the data for a standard, form-fed government document, entitled Public Voucher for
Transportation Charges.
Parameters
Parameter
Description
System-provided
This is a system-generated report.
NOTES
Link this report to the Invoice Report available for Recurring Billing Generation by assigning the report to a
Report System Location of “Recurring Billing Invoice.”
Link this report to the Invoice Report available for Recurring Billing Generation by assigning the report to a
Report System Location of “Revenue Entry Invoice.”
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Customer Name (Department or Agency, including National Account number)
 Billing Contact
 Billing Address, City, Postal Code
 Payee Name
 Payee Branch Title
 Payee Address, City, State, and Postal Code,
 Carrier Bill Number (Order Number)
 Carrier SCAC Number (requires a user defined field)
 Bill Date,
 Fed ID Number (requires a user defined field)
 Government Bill of Lading (GBL) Number (requires a user defined field)
 For (shipper name)
 From (origin city, state, and zip)
 To (destination city, state, and zip)
 Tariff No
 Miles
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



Weight
Invoice Items (Item Number, Item Description, Quantity 1, Quantity 2, Rate, Gross, Discount,
Total Item Amount)
Invoice Date
Total Revenue
Report Totals
No report totaling is in effect.
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Hauling Label Report
This report supplies data for form-fed labels.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Print Label button available through Name, Address, Phone by assigning the report to
a Report System Location of “Print Label Report.”
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Shipper
 Order Number
 Driver
 Date Paperwork Received
 Origin City and State
 Destination City and State,
 Actual Load Date
 Actual Delivery Date
Report Totals
No report totaling is in effect.
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Idle Services Report
This report lists all orders with a service in idle status.
Parameters
Parameter
Description
Coordinators
(Select All) to view all records, <none> to include records that do not have a coordinator
(appear within the report as {no coordinator}), or select coordinators individually from the
drop-down list.
Branch ID
(Select All) to include all branches or select branches individually from the drop-down list.
Sort by
Select either Service Created Date or Est. Load Date to sort the data report on.
Drill Down All
Select True to expand all display groupings when the report is generated or choose False to
collapse all display groupings.
Report Details
Report Grouping
The report groups in order by the following:
Branch
Coordinator
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Service Count
Displays the total number of services listed for the branch.
Coordinator
Displays the name of the person assigned as the Name, Address, Phone >
Transportation Coordinator for the order.
Coordinator Count
Displays the total number of services assigned to the coordinator for the branch of
service.
Order #
Displays the MoversSuite order number that the service is listed under.
Shipper
Displays the formatted shipper name combined from the Last Name/Company Name
and First Name fields from the Name, Address, Phone tab.
Service Type
The type of service being dispatched.
See Add Local Service for more information.
Service Date
Displays the date scheduled to perform the request.
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See Add Local Service for more information.
Created
Displays the date that the order was added to MoversSuite.
Estimated Load
Displays the anticipated date that the load would occur on as set within Move
Information > Load Dates (first column in Range).
Report Totals
No report totaling is in effect.
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Item Code Mappings Report
This report lists the financial mappings for an item code and is designed to be a tool for Item Code setup
and maintenance.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Item Code
Enter a specific Item Code, or enter zero (“0”) to list all Item Codes.
Report Details
Report Grouping
The report groups by Item Codes.
Header Information
No header information displays.
Detail Information
The report lists the following detailed item:
 Authority
 Move Type
 Commodity
 Revenue Account
 Third-party Account
 Expense Account
 Labor Type
Report Totals
The number of mappings for each item code displays.
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Local Services Comparison Report
This report compares the services and crew assignments between two periods for each branch. It
provides a count for service and crew assignment, as well as and the variance (or difference) between
the counts of each date range specified.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or choose
False to collapse all display groupings.
Services Date From A
Enter the service date to begin selecting records on for the first period.
Services Date To A
Enter the service date to end selecting records on for the first period.
Created Before A
Enter an order created date as the cutoff date for the record selection for the first
period.
Services Date From B
Enter the service date to begin selecting records on for the second period.
Services Date To B
Enter the service date to end selecting records on for the second period.
Created Before B
Enter an order created date as the cutoff date for the record selection for the
second period.
Report Details
Report Grouping
The report groups in order by the following:
Branch
Service Group
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Service Group
Provides totals based on groups defined within Service Type Setup.
Services A
Count of scheduled services for the service date range A.
Services B
Count of scheduled services for the service date range A.
Variance
Displays the count difference between the number of service in service date range B
less the count of those in service date range A.
Variance %
Displays the services count variance divided by the Services A value.
Crew A
Count of crew members needed for services in service date range A.
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Crew B
Count of crew members needed for services in service date range B.
Variance
Displays the count difference between services in service date range A and service date
range B.
Variance %
Displays the crew count variance divided by the Crew A value.
Report Totals
The report provides the following totals information:
 Branch totals for each detailed item
 Report totals for each detailed item
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Long Distance Work Ticket Report
This report produces a Work Ticket for a provided Order Number and includes all pertinent moverelated information including shipping information, contact information for the shipper, consignee data,
coordinator, payment information, tariff, linehaul, weight, requested dates, associated agents, packing
counts, trip number, assigned driver, special instructions, service notes, and more.
Refer to Dispatching Work Tickets Report and Work Ticket Report for similar reports.
Parameters
Parameter
Description
Order Number
Enter a specific Order Number to report on.
Report Details
Report Grouping
No grouping is in effect.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Name of the branch as defined within Branch Setup.
Work Ticket Number
Displays the ticket number assigned to the service request.
See Work Ticket for more information.
Service Date
Displays the date scheduled to perform the request.
See Add Local Service for more information.
Shipper
Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab.
Consignor/Consignee
This section only appears if consignor/consignee data exists for the order.
Consignor
Displays the data set through Name, Address, Phone > Consignor.
Consignor Contact
Consignor Phone
Consignee
Displays the data set through Name, Address, Phone > Consignee.
Consignor Contact
Consignor Phone
Address and Phone Numbers
Origin Address
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Displays the Moving From address, city, and state set on the Name, Address,
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Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the origin
extra stop will display. Extra stops are associated to a service through the
Add Address function within Add Local Service.
Origin Email
Displays the Email set within Name, Address, Phone.
Destination Address
Displays the primary Moving To address, city, and state set on the Name,
Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the
destination extra stop will be displayed. Extra stops are associated to a
service through the Add Address function within Add Local Service.
Shipper Contact Information
The top four phone numbers listed for the order (Name, Address, Phone)
display.
Personnel and Accounts
Coordinator
Displays the name of the person assigned as the Name, Address, Phone >
Transportation Coordinator for the order.
Salesperson
Displays the name of the person assigned as the Name, Address, Phone >
Salesperson for the order.
Customer
Displays the entity assigned as to the Billing Information > Customer
(Customer Number) for the order.
National Account
Displays the entity assigned as the Billing Information > National Account
for the order.
National Account #
Displays the identification number for the account associated to the Billing
Information > National Account field.
PO #
Number assigned as the Billing Number > Purchase Order Number.
Billing Information
Payment Type
Displays the Billing Information > Payment Information > Type value.
Valuation
Displays the Move Information > Valuation value.
Tariff/Rate
Displays the Billing Information > Rating Information > Tariff/Rate value.
Contract
Displays the Billing Information > Rating Information > Contract value.
Estimated Linehaul
Displays the Moving Information > Disc l/h value.
Cubic Feet
Displays the Moving Information > Cubic Feet value.
Weight
Displays the Hauled Weight (or Estimated Weight if Hauled Weight is not
set) from Move Information or Billing Information (Revenue Entry).
Miles
Displays the Moving Information > Miles value.
Auto
Displays a T if the Move Information > Automobile checkbox is marked.
Displays an F otherwise.
With/Shipment
Displays a T if the Move Information > Auto With Shipment checkbox is
marked. Displays an F otherwise.
Trip Information
Requested Early
Requested Late
Requested Time
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Displays the dates entered for Move Information > Pack Dates, Load Dates,
and Delivery Dates (in Range) along with the first time value entered for
each date.
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Preferred Dates
Displays the dates entered for Move Information > Pack Dates, Load Dates,
and Delivery Dates (in Preferred).
BA
Displays the Booking Agent of the order as set within the Agents tab with
the Agent ID followed by the Name and Home phone number as defined
within Agent Setup.
OA
Displays the Origin Agent of the order as set within the Agents tab with the
Agent ID followed by the Name and Home phone number as defined within
Agent Setup.
HA
Displays the Hauling Agent of the order as set within the Agents tab with the
Agent ID followed by the Name and Home phone number as defined within
Agent Setup.
DA
Displays the Destination Agent of the order as set within the Agents tab
with the Agent ID followed by the Name and Home phone number as
defined within Agent Setup.
Trip #
Displays the trip number assigned to the move request through Long
Distance Dispatch > Current Driver Activity.
Driver
Displays the driver assigned to the trip through Long Distance Dispatch >
Current Driver Activity.
Equipment
This section only appears if equipment reservation(s) exist for the service.
Equipment
Displays a list of all reserved equipment for the service sorted by the
equipment identification number. A total count of equipment reserved for
the service is also displayed.
See Equipment Setup for more information.
CPU
This section only appears if CPU item(s) exist for the service.
Containers
Displays the estimated material count defined for each container, packing,
and unpacking item. A total count of all estimated material items is also
displayed.
Estimate Counts
See Update Containers, Packing and Unpacking for more information.
Crates
This section only appears if crating data exist for the service.
Description
Displays the data set for the crating information associated to an order
through the Crating Information screen. See Update Containers, Packing
and Unpacking for more information.
Quantity
Height
Width
Length
Totals of all crates linked to an order display in this section for the number of
total crates and the total cubic feet of all crates.
Cubic Feet
Extra Stops
This section only appears if extra stop(s) exist for the service.
Pickup/Destination
Displays data set for Extra Stops associated to the order.
Stop
From Date
To Date
From Time
To Time
Company
Address
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Contact
Contact Phone
Contact Work Phone
Notes
Imported Notes
Displays all notes associated to the order imported from a third party
application.
Special Instructions (Origin)
Displays the memo attached to the order through Move Information >
Special Instructions (Origin).
Special Instructions (Dest)
Displays the memo attached to the order through Move Information >
Special Instructions (Destination).
Directions (Origin)
Displays the memo attached to the order through Move Information >
Directions (Origin).
Directions (Dest)
Displays the memo attached to the order through Move Information >
Directions (Destination).
Additional Notes
Displays all other notes associated to the order of the work ticket.
Report Totals
No report totaling is in effect.
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Move Type by Branch Report
This report displays all Move Types assigned to a branch and includes Order Number setup information.
Parameters
Parameter
Description
None
Report Details
Report Grouping
The report groups by Branch.
Header Information
There is no header information displayed on the report.
Detail Information
The data for this report is retrieved from what is defined within the following administrative areas:
Move Type Group Setup
Move Type Setup
Order Number Setup
The report lists the following detailed items:
 Move Type
 Move Type Group
 Prefix
 Example
 Long Distance
 Other Agents Order
 Minimum
 Maximum
 Next Number in Sequence
 Year Length
Report Totals
There are no report totals in effect for this report
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MS Order Transactions Report
This report duplicates the MoversSuite Revenue Entry transaction grid for a single order.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Order Number
Enter a specific Order Number to report on.
Report Details
Report Grouping
Report groups by Revenue Group.
Header Information
The report lists the following information within the record header:
 Shipper
 Revenue Clerk
 Coordinator
 Salesperson
 Origin Address and Phone Number
 Created Date
 Booked Date
 Loaded Date
 Delivered Date
 Destination Address and Phone Number
 Branch
 Move Type
 Commodity
 Authority
Detail Information
The report lists the following detailed item:
 Transaction Description
 Group Total
 Service Code
 Transaction Amount
 Percent of Group
 Quantity
 Rate
 Agent
 Invoiced Status
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


Document Number
Payable Amount
Vendor ID
Report Totals
There are no report totals in effect for this report.
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MS Transactions by Order Report
This report duplicates the MoversSuite Revenue Entry transaction grid for orders within a provided book
date range.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Orders Book Date Begin
Enter a specific date value as the beginning range of transaction selection.
Orders Book Date End
Enter a specific date value as the ending of the range of transaction selection.
Display Transactions
Enter True to list the contents of the transaction as viewed within the
Revenue Entry transaction grid, or enter False to limit the display to column
specific data.
Report Details
Report Grouping
The report groups by Revenue Clerk.
Header Information
When the Display Transaction option is True, the following data will display within the record header:
 Shipper
 Created Date
 Booked Date
 Loaded Date
 Delivered Date
 Salesperson
 Coordinator
 Move Type
 Commodity
 Authority
Detail Information
When the Display Transaction option is True, the following data will display within the record header:
 Transaction Description
 Group Total
 Service Code
 Transaction Amount
 Percent of Group
 Quantity
 Rate
 Agent
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



Invoiced Status
Document Number
Payable Amount
Vendor ID
The report lists the following detailed items when the Display Transactions option is set to False:
 Order Number
 Shipper
 Move Type
 Commodity
 Authority
 Created Date
 Booked Date
 Loaded Date
 Delivered Date
Report Totals
No report totaling is in effect.
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My Generated Commissions Report
This report lists the details of the generated commissions of one commissionable vendor for a single
order.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
User ID
Enter the username assigned to the salesperson. This is the identification used
to log into MoversSuite and is defined within the User ID field in Personnel Setup
(under User tab).
User Password
Enter the password assigned to the salesperson. This is the access code used to
log into MoversSuite and is defined within the Password field in Personnel Setup
(under User tab).
Order Number
Enter the specific Order Number to report on.
Report Details
Report Grouping
The report groups by Commission / Split Commissions then by Revenue Group.
Header Information
No header information displays.
Detail Information
The report lists the following detailed item:
 Commissioned Item
 Document Number
 Document Date
 Commission Basis
 Basis Amount
 Commission Type
 Split Amount
 Amount Paid
Report Totals
No report totaling is in effect.
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National Account Orders Report
This report lists all orders for a particular national account.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Est Load Date From
Enter the estimated load date to begin selecting records on.
Est Load Date To
Enter the estimated load date to end selecting records on.
National Account
Select an account to report on from the list.
Report Details
Report Grouping
The report groups by Branch.
Header Information
The report lists the following header information:
 National Account Name
 (National Account Number)
 Total Orders for the National Account
 Total Estimated Linehaul for the National Account
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Hauled Weight (or Estimated Weight if Hauled Weight is not set)
 Estimated Load Date
 Booked Date
 Origin City and State
 Destination City and State
 Estimated Linehaul Amount
Report Totals
No report totaling is in effect.
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National Accounts with Orders Report
This report lists all national accounts that have orders booked within a specific date range.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Booked Date From
Enter the booked date to begin selecting records on.
Booked Date To
Enter the booked date to end selecting records on.
Report Details
Report Grouping
The report groups by National Account then Branch.
Header Information
The report lists the following header information for each National Account:
 National Account Name
 (National Account Number)
 Total Orders for the National Account
 Total Estimated Linehaul for the National Account
The report lists the following header information for each Branch:
 (Branch ID)
 Branch Description
 Total Orders for the Branch
 Total Estimated Linehaul for the Branch
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Hauled Weight (or Estimated Weight if Hauled Weight is not set)
 Estimated Load Date
 Booked Date
 Origin City and State
 Destination City and State
 Estimated Linehaul Amount
Report Totals
No report totaling is in effect.
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New Orders Report
This report lists all orders created within the specified data range. The report separates orders created
through an external application from those created within MoversSuite.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Branch ID
Select *(all) to include all branches, or select branches from the drop-down
list.
Agent
Select *(all) to include all agent types, otherwise select from the following:
Booking
Destination
Hauling
Origin
Group by
Select Coordinator or Salesperson as a secondary sort underneath Branch.
Coordinator Type
Select records based on the Coordinator Type. The following options are
available:
Logistics
Origin Agent
Transportation
Orders Created Date From
Enter an order created date to begin selecting records on.
Orders Created Date To
Enter an order created date to end selecting records on.
Report Details
Report Grouping
The report groups by Branch then Coordinator Type or Salesperson then Order Status.
Header Information
Header information displays for each grouping (Branch, Coordinator / Salesperson, Order Status) as
follows:
 Total Number of Orders per grouping
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
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






Origin City and State
Destination City and State
Coordinator or Salesperson
National Account Name
Estimated Load Date,
Commodity
Estimated Linehaul Amount
Report Totals
No report totaling is in effect.
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Non-Temp Storage On-Hand Report
This report lists the orders which do not have a date-storage-out and gives the number of orders as well
as the total weight.
Parameters
Parameter
Description
Warehouse
Select *(all) to display all records for all branches, or choose specific warehouses
from the drop-down list.
Report Details
Report Grouping
The report groups by Warehouse.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Shipper
 Weight
Report Totals
The report provides the following total counts:
 Total Orders by Warehouse
 Total Orders for all records
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Standard Report Listing
North American HHG BOL and Freight Bill (Moving
Services Contract) Form
This supplies the data for a standard, form-fed North American document.
Menu Name: NA HHG BOL and Freight Bill
Source File: NA_NATEX.rpt
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Tariff
 Commodity
 Actual Load Date
 Order Number
 Shipper
 Origin Information (City, County, State, Zip, Home Phone)
 Destination Information (City, County, State, Zip, Home Phone)
 Estimated Packing Date Spread
 Estimated Load Date Spread
 Estimated Delivery Date Spread
 Booking Agent Name and ID
 Origin Agent Name and ID
 Destination Agent Name and ID
Report Totals
No report totaling is in effect.
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North American Order for Service Form
This supplies the data for a standard, form-fed North American document.
Menu Name: NA Order for Service
Source File: NA Order for Service.rpt
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Origin Information (Address, City, State, Zip, Home Phone)
 Destination Information (Address, City, State, Zip, Home Phone)
 National Account Information (Number, Name, Address, City, State, Zip, Contact)
 Booking Agent Information (Name, ID, Phone)
 Origin Agent Information (Name, ID, Phone)
 Destination Agent Information (Name, ID, Phone)
Report Totals
No report totaling is in effect.
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Standard Report Listing
North American Packing Certificate and Statement
of Accessorial Services Form
This supplies the data for a standard, form-fed North American document.
Menu Name: NA Packing Certificate and Statement of Accessorial Services
Source File: NA_Pack_Cer_Stmt_Accsrl.rpt
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Origin Information (Address, City, State, Zip, Home Phone)
 Tariff
Report Totals
No report totaling is in effect.
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OI Master Invoice Report
This report provides a summary of all invoices for a primary order and any supplemental orders under
an Office and Industrial move.
Parameters
Parameter
Description
Invoice Date From
Enter an invoice date to begin selecting record on.
Invoice Date To
Enter an invoice date to end selecting record on.
Primary Order Number
Enter the order segment without partial, overflow, or set-off values.
Report Details
Report Grouping
The report groups by Order Number.
Header Information
The following information displays in the header for each invoice produced:
 Billing Address
 Origin Address
 Destination Address
 Invoice Group
 Invoiced Date Range
 Service Period
Detail Information
The report lists the following detailed items:
 Shipper
 Salesperson
 Weight
 Miles
 Origin Address
 Destination Address
 Tariff
 Invoice Number
 Invoiced Date
 Service Period
 Invoiced Items (Number, Description, Quantity, Rate, Gross, Discount, Total)
Report Totals
The report provides the following total counts:
 Invoice Total.
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OI Order Inquiry Report
This report provides general information on a primary order and any supplemental orders under an
Office and Industrial move.
Parameters
Parameter
Description
Primary Order Number
Enter the order segment without partial, overflow, or set-off values.
Report Details
Report Grouping
There is no report grouping in effect.
Header Information
The following information displays in the header for each invoice produced:
 Order Number
 Origin Address
 Destination Address
Detail Information
The report lists the following detailed items:
 Work Ticket
 Service
 Service Date
 Invoice Description
 Invoiced Date
Report Totals
No report totaling is in effect.
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Order Billing Inquiry Report
This report outlines all revenue and payments for a single Order by Item Code and includes transactions
originating in Microsoft Dynamics GP (Great Plains). Each transaction is grouped by the branch
associated to it (if inter-company is turned on, the branch receiving the payable is associated to the
transaction; otherwise the branch receiving the revenue is associated to it).
Parameters
Parameter
Description
Order Number
Enter the order segment without partial, overflow, or set-off values.
Report Details
Report Grouping
The report is grouped by Branch then by Item Code (as either “unapplied cash,” “other transactions,” or
the Item Code and its description).
Header Information
The following information displays in the header for each invoice produced:
 Shipper
 Coordinator
 Salesperson
 Origin Address
 Destination Address
 Estimated Beginning Pack Date
 Estimated Beginning Load Date
 Estimated Beginning Delivery Date
 Branch ID and Branch Description
 Move Type
 Commodity
 Authority
Detail Information
The report lists the following detailed items:
 Customer ID
 Document Type
 Payment/Statement Reference Number
 Document Number
 Original Document Amount
 Journal Date
 Document Date
 Applied To Document Number
 Revenue Amount
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

Payment Amount
Running Balance per Item Code
Report Totals
The report displays Branch and Grand totals for the following items:
 Revenue Amount
 Payments
 Item Code Balance
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Standard Report Listing
Orders Billed Report
This report lists orders for a given Bill Date range and displays data by branch or revenue clerk.
Note:
Orders will not appear on this report if the Order Status is Cancelled, Lead, Voided, or Will Advise
or if the Bill Date is not set.
Parameters
Parameter
Description
Branch ID
Select *(all branches) to include all branches, or select branches from the drop-down list
Group by
Select Branch or Revenue Clerk as the value to group report data on
Bill Date From
Enter or select (
) the Bill Date value to begin selecting records on
Bill Date To
Enter or select (
) the Bill Date value to end selecting records on
Report Details
Report Grouping
Detail records will group by what the user selects for the Group by parameter. Then the report will sub
group by Order Status.
Detail Information
The report lists the following detailed items.
Note:
Either the Branch or Revenue Clerk will appear in the detail report section or as a report group
heading depending on what the user selects for the Group by parameter. If the Group by is set to
Branch, then the report will render the Branch as a sub group and display Revenue Clerk in the
report details. If the Group by is set to Revenue Clerk, then the report will render the Revenue
Clerk as a sub group and display Branch in the report details.
Detail Item
Description
Branch
The primary grouping of the report is on the branch, which displays the Branch ID
and Name of the branch set for the order (see Order Information)
Order Number
Displays the Order Number assigned to the order in Order Information
Shipper
Displays the shipper name extracted from the Last Name/Company and First
Name/MI from Name, Address, Phone
Estimated Load Date
This column displays the Load Dates in Range (first column) from Move
Information
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Estimated Delivery Date
This column displays the Delivery Dates in Range (first column) from Move
Information
Salesperson
Displays the Salesperson assigned to the order in Name, Address, Phone
Billed
Displays the Bill Date assigned to the order in Billing Information
Revenue Clerk
Displays the Revenue Clerk assigned to the order in Order Information (Revenue
Entry)
Move Type
This column displays the Type of Move from Move Information
Report Totals
A count of record by Branch and by the selected Group by value will appear on the right side of the
report at each break.
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Orders by Pack, Load, or Delivery Date Report
This report lists order and shipping information based on a user-specified date range for Pack, Load, or
Delivery date.
Parameters
Parameter
Description
Branch
Select (Select All) to include all branches or select branches individually from the dropdown list.
Note:
Only those Branches that have been assigned to an order will be listed.
Commodity
Select (Select All) to include all commodity types, or select commodity types individually
from the drop-down list.
Sister Agent For
Select (Select All) to include all records, or choose the type of sister agency of the branch
associated to the order individually from the drop-down list. Options include:
<none>
Include records if no agent assigned to the order is a sister agency
Booking
Include records if the Booking Agent of the order is a sister agency
Hauling
Include records if the Hauling Agent of the order is a sister agency
Destination
Include records if the Destination Agent of the order is a sister agency
Date Type
Choose which date to base record selection on as either Pack, Load, or Delivery.
The report will first check for the Actual Pack, Load, or Delivery date then it will check
the first date field of the Range for the Pack, Load, or Delivery date to compare with the
Date From and Date To specifications.
If the Range date is used for the specified type (Pack, Load, or Delivery), then the record
is considered an estimated date (denoted with an asterisk (*) next to the date in the
report display).
Date From
Select the date to begin including records on.
Date To
Select the date to end record inclusion on.
Group by
Report display is initially grouped by orders status. Use this parameter to select an
additional grouping of the report display or choose <no grouping> to not additionally
group the report data. Options include the following:
<no grouping>
No grouping will be in effect except by order Status
Branch
Grouping display will be based on the Branch of the order
Transportation Coordinator
Grouping display will be based on the Transportation Coordinator assigned to the
order
Logistics Coordinator
Grouping display will be based on the Logistics Coordinator assigned to the order
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OA Coordinator
Grouping display will be based on the OA Coordinator assigned to the order
Sales Person
Grouping display will be based on the Salesperson assigned to the order
National Account
Grouping display will be based on the National Account assigned to the order
Move Type
Grouping display will be based on the Move Type assigned to the order
Drill Down All
Select True to expand all display groupings when the report generates or choose False to
collapse all display groupings.
Report Details
Report Grouping
The report is grouped by the value selected within the Group by parameter and then by Status of the
order.
Detail Information
The report lists the following detailed items.
Detail Item
Description
Branch
This item displays the Branch ID and Name of the branch set for the service.
See Add Local Service and Branch Setup for more information.
Branch Count
Displays the total number of orders listed for the branch.
Status
This item displays the Order Status as a section heading
Order
Order Number
Load/Pack/Delivery Date
Move Information > Pack, Load, Delivery Date in Actual or
Move Information > Pack, Load, Delivery Date in Range (first column), if Actual
is not specified
Note:
If the Range date is used for the specified type (Pack, Load, or Delivery),
then the record is considered an estimated date (denoted with an asterisk
(*) next to the date in the report display).
Shipper
Name, Address, Phone > Last Name/Company and First Name/MI
Origin Address
Name, Address, Phone > Moving From > City and State
Destination Address
Name, Address, Phone > Moving To > City and State
Cartons
Will be set to Yes if values are set within Move Information > CPU Quantities,
blank otherwise
National Account
Billing Information > National Account > Account name
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Move Type
Move Information > Move Type
Commodity
Move Information > Commodity
Estimated Linehaul
Move Information > Disc l/h
Additional information will be included in the report depending on the Group by option selected. The report can
be set up to display the following:
Optional Grouping Data
Location in MoversSuite
Order Status
Order Status
Branch
Branch
Transportation Coordinator
Name, Address, Phone > Transportation Coordinator
Logistics Coordinator
Name, Address, Phone > Logistics Coordinator
OA Coordinator
Name, Address, Phone > Agents > OA Coordinator when the Origin Agent is a
sister agent
Salesperson
Name, Address, Phone > Salesperson
Report Totals
Total number of orders displays for each grouping and sub-grouping.
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Orders Not Billed Report
This report lists orders not yet billed up to a selected date.
Notes:
Orders will not appear on this report if the Order Status is Cancelled, Lead, Voided, or Will Advise.
The report bases billing status on whether the Bill Date is set or not; if the Bill Date within Billing
Information is set, orders will not display.
Parameters
Parameter
Description
Branch ID
Select *(all branches) to include all branches, or select branches from the drop-down list.
Authority
Select *(all) to include all authority types or choose one from the provided list.
Date Type
Select the type of date of either Estimated Delivery or Estimated Load used in
conjunction with the Date Value field to select records on.
Date Value
Enter or select ( ) a date of the type specified within the Date Type parameter to select
records on. Qualified records will be included on the report if the order date
corresponding to the Date Type is less than or equal to the Date Value.
Group By
Select Agent Participation, Authority, or Move Type as the value to group report data on.
Drill Down All
Select True to expand all display groupings when the report generates or choose False to
collapse all display groupings.
Report Details
Report Grouping
The report grouping is by Branch, Authority, and then by selected Group By value.
Detail Information
The report lists the following detailed items.
Detail Item
Description
Branch
The primary grouping of the report is on the branch, which displays the Branch
ID and Name of the branch set for the order (see Order Information).
Agent
If the Group By is set to Agent Participation, then the report will display and
group by the agents of the order. Included in the report will be all the agents
set within Agents, including grouping for the following:
Booking Agent
Origin Agent
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Hauling Agent
Destination Agent
Authority
If the Group By is Authority, then the report will display and group data by the
Authority set for the order within Move Information.
Move Type
If the Group By is Move Type, then the report will display and group data by the
Type of Move set for the order within Move Information.
Order Number
Displays the Order Number assigned to the order in Order Information.
Order Status
Displays the Order Status assigned to the order in Order Information.
Shipper
Displays the shipper name extracted from the Last Name/Company and First
Name/MI from Name, Address, Phone.
Estimated Delivery Date
This column displays the Delivery Dates in Range (first column) from Move
Information.
Estimated Load Date
This column displays the Load Dates in Range (first column) from Move
Information.
Van Number
This column displays the Van Number assigned to the driver associated to the
order through Long Distance Dispatch. The Van Number field is visible through
Agents.
Salesperson
Displays the Salesperson assigned to the order in Name, Address, Phone.
Created By
This column displays the name of MoversSuite users that established the order.
Report Totals
A count of record by Branch and by the selected Group by value will appear on the right side of the
report at each break.
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Orders without Task Definitions Report
This report produces a list of orders for a given book date range that do not have the Task Definition set
(Name, Address, Phone).
Parameters
Parameter
Description
Begin Book Date
Enter or select a date to begin searching orders by.
End Book Date
Enter or select the date to stop searching orders by.
Report Details
Report Grouping
No grouping is in effect for this record.
Header Information
The Book Date range selected by the user displays on top each page.
Detail Information
Field
Description
Order No
Order Number
Shipper
Shipper name from the Last Name/Company Name, First Name/MI fields in
Name, Address, Phone.
Coordinator
Transportation Coordinator set for the order in Name, Address, Phone.
Revenue Clerk
Revenue Clerk defined in Order Information (Revenue Entry).
Comm
The Commodity set in Move Information displays.
Book Dt
Booked date from Name, Address, Phone.
Report Totals
No report totaling is in effect
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Orders with Revenue not Invoiced Report
The Orders with Revenue Not Invoiced report lists all orders (by branch) that have the Invoice
Requirement flag set to “Required” and contain posted revenue items that have not been invoiced.
Parameters
Parameter
Description
Branch ID
Enter *(all) to include all branches, or select branches from the drop-down list.
Records are selected if the database field BillingMinorItem.PostingDoc field is set, the
BillingMinorItem.IHPriKey (invoice header key) is not set, and the Billing Information > Invoice
Requirement field is set to “Required.”
Report Details
Report Grouping
The report groups by Branch.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Delivered Date
 Revenue Clerk
 Invoice Exist (Yes or No flag)
Report Totals
No report totaling is in effect.
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Payment Management Adjustments Report
Lists the adjustments made in the Payment Management module within a journal date range.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report generates or choose
False to collapse all display groupings.
Journal Date From
Enter the Journal Date to begin selecting records on.
Journal Date To
Enter the Journal Date to end selecting records on.
Report Details
Report Grouping
The report groups by Transaction Type then Order Number.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Document Number
 Profit / Loss
 Balance Sheet
 Generated By
 Transaction Date
 Transaction Amount
Report Totals
No report totaling is in effect.
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Standard Report Listing
Payment Management Transaction Errors Report
This report displays any errors found during the posting of a payment batch from within Payment
Management.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Generate Transactions button available within Detail Processing by assigning the
report to a Report System Location of “Generate Transactions Report.”
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Payment
 Document
 Error
Report Totals
No report totaling is in effect.
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Standard Report Listing
Payment Management Van Line Distributions
Report
This report lists the transactions associated to a van line distributions entered by users in Payment
Management and evoked through the VL Distribution button.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the VL Distributions button available within Payment Management by assigning the report
to a Report System Location of “Van Line Distributions Report.”
Report Details
Report Grouping
No report grouping is in effect.
Header Information
The following displays for each distribution:
Field
Description
Description
Name of the import distribution statement displays
Branch
Branch associated to the statement displays
Journaled
Statement journal date displays (as MM/DD/CCYY)
Status
Posting status of the statement displays
Posted By
The MoversSuite user that posted the statement displays
Posted
Date of the statement posting displays (as MM/DD/CCYY)
Detail Information
The report lists the following detailed items:
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Field
Description
Code
The payment code associated to the transaction. This column displays
one of the following:
Cash Receipt
Claim
Receivable
Order #
The Order Number associated to the transaction displays.
Description
Statement detail description for the item displays.
GL Account
The general ledger account affected by the transaction displays
Vendor ID
Identification for the vendor associated to the transaction
Document #
The document number generated for the transaction lists
Transaction Type
The type of transaction generated in Microsoft Dynamics GP display
1099
If the transaction is 1099 reportable, then this column displays “Yes.”
This column is blank otherwise.
Amount
Dollar amount of the statement detail item displays.
Report Totals
No report totaling is in effect.
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Standard Report Listing
Payment Receipt Report
This report displays a printable receipt of payment and is available through Cash Receipts.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Print Receipt button available within Cash Receipts by assigning the report to a Report
System Location of “Cash Receipt.”
Report Details
Report Grouping
No report grouping is in effect.
Header Information
The following data will appear within the heading section of this report:
 Title of “Payment Receipt”
 Branch Information (Description, Address, City, State, Postal Code, Phone)
 Payer Information (Name, Address, City, State, Postal Code)
 Cash Receipt Number
 Receipt Creation Date and Time
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Payment Type
 Total Receipt Amount
 Payment Note
 General Notes
Report Totals
No report totaling is in effect.
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Standard Report Listing
Payroll Distribution Report
This report summarizes the actual reported crew hours for each unique combination of authority, move
type group, commodity, and local service. Then the report lists the allocations needed to provided crew
payroll amount to each item.
Parameters
Parameter
Description
Branch ID
Enter *(all) to include all branches, or select branches from the drop-down list.
Sort By
Select which sort method to employee from the following list:
Authority,
Move Type Group,
Commodity,
Local Service Description
Payroll Period From
Enter the payroll period date to begin selecting records on.
Payroll Period To
Enter the payroll period date to end selecting records on.
Total Crew Clocked Hours
Enter the maximum value of clocked hours to select records on.
Total Crew Payroll
Enter the maximum payroll value to select records on.
Report Details
Report Grouping
The report groups by Branch.
Header Information
The following information displays in the report header:
 Total Crew Clocked Hours (from the input parameter of the same name)
 Total Reported Hours
 Discrepancy (difference between total crew clocked hours and total reported hours)
 Total Crew Payroll (from the input parameter of the same name)
 Total Allocation (should match total crew payroll amount)
 Total Percentage allocated (should always be 100%)
Detail Information
The report lists the following detailed items:
 Authority
 Move Type Group
 Commodity
 Local Service Description
 Actual Hours
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


Percentage of Total Hours
Allocation Amount
General Ledger Account (a blank space is provided to write in the account number)
Report Totals
The report provides the following total counts:
 Grand Report Total for Actual Hours
 Grand Report Total for Percentage of Total Hours
 Grand Report Total for Allocation Amount
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Standard Report Listing
Performance Review (Web Survey) Report
This report displays the results of a customer web review for an order.
Parameters
Parameter
Description
Order Number
Enter the Order Number to report on.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Shipper
 Coordinator
 Salesperson
 National Account Name
 Origin Address Information (as “Moving From”)
 Destination Address Information (as “Moving To”)
 Branch Id
 Authority
 Commodity
 Actual Pack Date
 Actual Load Date
 Actual Delivery Date
Following the detail data is the results of the web survey.
Report Totals
No report totaling is in effect.
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Standard Report Listing
Personnel Expirations Report
This report displays all personnel that have a due date for their license and/or next physical exam within
a specified date range.
Parameters
Parameter
Description
Expiration Date From
Enter a date range to select records on. Only records with one or more safety
date within the specified date range display.
Expiration Date To
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Employee Name
 “Hold” displays if there is an administrative hold on the employee
 Next MVR Date
 Next Background Check
 Last Physical Date
 Next Physical Date
 License Expiration Date
Report Totals
No report totaling is in effect.
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Standard Report Listing
Personnel Safety Events Report
This report displays all events logged against all personnel during a specified date range.
Parameters
Parameter
Description
Event Date From
Enter the date value to begin selecting records on.
Event Date To
Enter the date value to end selecting records on
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Employee Name
 Created By (event created by)
 Created Date
 Event Date
 Event Type
 Event Description
Report Totals
No report totaling is in effect.
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Standard Report Listing
Quote Form
This report displays a printable quote cost for a service available through Quote.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Reports/Letters menu within the Quote tab by assigning the report to a Report
System Location of “Quotes Reports/Letters.”
Report Details
Report Grouping
No report grouping is in effect.
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Title, Address, City, State, and Postal Code of the branch as defined within
Branch Setup for the Address Type of Invoice Header; if no Invoice Header is defined
then the Default address type will be used
Quote Number
Displays the number assigned to the quote record
Quote Date
Displays the date that the quote record was created on
Customer #
Displays the numeric identifier of the customer assigned to the order through Billing
Information
PO #
Displays the Purchase Order set within Billing Information
Quote Total
Displays the total of all quote items/groups
Customer Address
Displays the address set for the customer assigned to the order through Billing
Information
Shipper
Displays the formatted shipper name combined from the Last Name/Company Name
and First Name fields from the Name, Address, Phone tab
Salesperson
Displays the name of the Salesperson assigned to the order through Name, Address,
Phone
Weight
Displays the Billed Weight (or Hauled Weight if Billed Weight is not set) of the order set
through Move Information
Miles
Displays the Miles of the order set through Move Information
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From
Displays the Moving From address set within Name, Address, Phone
To
Displays the Moving To address set within Name, Address, Phone
Tariff
Displays the Tariff/Rate set within Billing Information
Item Details
If grouping is in effect, then a group title and amount will appear above each grouping.
Item #
Displays the Item assigned to the quote detail through the Quote tab.
Description
Displays the Description assigned to the quote detail through the Quote tab.
Quantity
Displays the Quantity value(s) assigned to the quote detail through the Quote tab.
Rate
Displays the Rate assigned to the quote detail through the Quote tab.
Amount
Displays the Charge assigned to the quote detail through the Quote tab.
Note
The note associated to a detail line items displays in a separate row beneath each line
item. The note set for the group displays as a separate row beneath the group name.
Quote Total
Quote Total
Total of all quote items/groupings
Report Totals
No report totaling is in effect.
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Standard Report Listing
Rate Matrix Report
This report displays a graphical interpretation of the data between coordinates of a selected rate matrix.
Parameters
Parameter
Description
Rate Matrix
Select a Rate Matrix from the provided drop-down list.
Report Details
Report Grouping
No grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists a table of information for each matrix coordinate, and for each coordinate value the
report displays data for the following:
 Rate
 Breakpoint X
 Breakpoint Y
Report Totals
No report totaling is in effect.
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Standard Report Listing
Rates by Rate Plan Report
This report lists all rate plans, their associated Item Codes, and the rate for each Item Code.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Report Details
Report Grouping
The report groups by Rate Plan.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Item Code
 Description
 Rate
 Overtime Rate
 Effective Start Date
 Effective End Date
 Rate Matrix
Report Totals
No report totaling is in effect.
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Standard Report Listing
Recurring Billing Check Report
This report lists orders with storage (Recurring Billing) that may cause application errors due to missing
values for Move Type, Commodity, or Authority, or if the Item Code associated to the billing item is not
mapped correctly.
The report includes two sections, one for the check done on the Order Setup and the other is for the
check done on the Item Code setup.
The Order Setup section lists all orders with storage where one, or all, of the Move Type, Commodity
Type, or Authority Type fields are not being set.
The Item Code Setup section includes all orders with storage where the storage item is still active
(IsFinishedBilling flag of the Storage Item is equal to “0”) and the Item Code is not mapped to an Item
Code Detail record (ICDetail.ICDPriKey is null).
Parameters
Parameter
Description
None
Report Details
Report Grouping
No grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items within two separate sections:
Order Setup Section:
 Order ID
 Order Number
 Storage Type
 Move Type
 Commodity
 Authority
Item Code Setup Section:
 Order ID
 Order Number
 Storage Type
 Move Type Group
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




Move Type
Commodity
Authority
Item Code
ICDetail ID
Report Totals
The report provides the total order count for each section.
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Reports and Letters Report
This report lists all documents defined within the Report Setup. A user can specify whether to list by
report (Menu Name) or by profile.
Use this report to identify which reports are available to which group of users.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Group by
Select Report or Profile as the value to sort and group report data on.
Report Details
Report Grouping
The report groups by what is specified within the Group by parameter.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Menu Name (report title) when Group by is Profile
 Profile when Group by is set to Report
Report Totals
No report totaling is in effect.
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Standard Report Listing
Revenue Generated Report
This report displays all generated revenue per order, per move type, per revenue clerk, and per branch.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is
generated or choose False to collapse all display groupings.
Branch ID
Enter *(all) to include all branches, or select branches from the dropdown list.
Transaction Generated Date From
Enter the transaction generated date to begin selecting records on.
Transaction Generated Date To
Enter the transaction generated date to end selecting records on.
Report Details
Report Grouping
The report groups by Branch, Revenue Clerk and then Move Type.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Shipper (Order Number)
 Booked Date
 Loaded Date
 Delivered Date
 Document Number
 Description
 Batch
 Document Date
 Journal Date
 Date Transaction Generated
 Transaction Amount
Report Totals
The report provides the following total counts:
 Total Revenue Amount by Branch
 Total Revenue Amount by Revenue Clerk
 Total Revenue Amount by Move Type
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Revenue Group Details Report
This report lists all revenue groups and the Item Codes associated to them. The primary purpose of this
report is to aid revenue clerks in finding the correct revenue Item Code and to aid in the initial AFS
installation and setup.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Report Details
Report Grouping
The report groups by Revenue Group.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Item Code
 Item Code Description
 Service Code
Report Totals
No report totaling is in effect.
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Standard Report Listing
Revenue Not Generated Report
This report lists all revenue not yet generated per Branch, Revenue Clerk, and order record.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Branch ID
Select *(all) to include all branches, or select branches from the drop-down list.
Select *(company wide) to turn off grouping by Branch.
Report Details
Report Grouping
The report is grouped by Branch (unless “*(company wide)” has been selected for the Branch ID),
Revenue Clerk, and then Order Number.
Header Information
The following header information appears for each order record:
 Order Number
 Shipper Name
 Created Date
 Booked Date
 Loaded Date
 Delivered Date
Detail Information
The report lists the following detailed items for each order record:
 Group Description
 Revenue Items
 Commissions
 Split Commissions
 Third Parties
Report Totals
No report totaling is in effect.
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Standard Report Listing
Revenue Transaction Errors Report
This report lists any current revenue transaction errors that may have occurred.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Report Details
Report Grouping
The report groups by Order.
Header Information
The following header information appears for each order record:
 Billing Clerk
 Move Type
 Commodity
 Authority
Detail Information
The report lists the following detailed items for each order listed:
 Revenue Type
 Item Description
 Error Number
 Error Description
Report Totals
No report totaling is in effect.
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Standard Report Listing
Sales Numbers Report
This report provides the estimated line haul for orders that are not cancelled, in lead, or have been
voided and are have been booked within the specified date range.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Branch ID
Select *(all branches) to include all branches, or select branches from the dropdown list.
Booked Date From
Enter the Booked Date value to begin selecting records on.
Booked Date To
Enter the Booked Date value to end selecting records on.
In addition to selecting records with an Order Status that is not Cancelled, Lead, or Voided, the Booking
Agent or the Origin Agent must belong to a sister agency.
Report Details
Report Grouping
The report groups by Branch then Salesperson then Move Type.
Header Information
Header information appears for each Branch, Salesperson, and Move Type for the following:
 Total Estimated Linehaul for each grouping
Detail Information
The report lists the following detailed items:
 Order Number
 Booked Date
 Shipper
 Estimated Linehaul
Report Totals
No report totaling is in effect.
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Sales Revenue Generated Report
This report lists all revenue generated by Branch, Salesperson, and Order.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Branch ID
Enter *(all) to include all branches, or select branches from the drop-down list.
Date From
Enter the transaction generated date to begin selecting records on.
Date To
Enter the transaction generated date to end selecting records on.
Report Details
Report Grouping
The report groups by Branch, Salesperson, and then Order.
Header Information
The following information displays in the header for each order record:
 Shipper (Order Number)
 Booked Date
 Loaded Date
 Delivered Date
Detail Information
The report lists the following detailed items for each record displayed:
 Document Number
 Document Description
 Batch Number
 Document Date
 Journal Date
 Generated Date
 Transaction Amount
Report Totals
The report provides the following total counts:
 Total Transaction Amount for the Order
 Total Transaction Amount for Move Type
 Total Transaction Amount for Salesperson
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Security Profile Detail Report
This report lists all records established within the Security Profile Setup. It allows a user a means of
identifying which modules are set up for which branches, along with the type of access the profile has.
Parameters
Parameter
Description
none
Report Details
Report Grouping
The report groups by Security Profile.
Header Information
There is no header information displayed in this report.
Detail Information
The report lists the following detailed items for each record displayed:
 Module
 Branch
 Access Type
Report Totals
There are no report totals displayed in this report.
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SIRVA Bill of Lading
This supplies the data for a standard, form-fed Sirva document.
Menu Name: Sirva Bill of Lading
Source File: Sirva Bill of Lading.rpt
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 National Account
 Order Number
 Shipper
 Origin Information (Address, City, State, Zip, County, Home Phone)
 Destination Information (Address, City, State, Zip, County, Home Phone)
 Billing Information (Contact, Address, City, State, Zip)
 Booking Agent Name and Id
 Origin Agent Name and Id
 Hauling Agent Information (Name, Id, Address, City, State, Zip, Phone)
 Destination Agent Name and Id
 Estimated Charges
Report Totals
No report totaling is in effect.
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Standard Invoices
Report Menu Names: Standard Invoice (long) and Standard Invoice (short)
This report produces printable invoices for both Revenue Entry (see Invoicing) and Recurring Billing
Management.
Two standard versions of the invoice report are available: A long version intended for Invoicing and
short version for use within condensed version Recurring Billing Management.
The remittance section of either invoice is designed to have the customer (send to) address appear
within a window of a standard business letter.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTES
Link this report to the Invoice Report options available within Recurring Billing Generation by assigning the
report to a Report System Location of “Recurring Billing Invoice.”
Link this report to the Invoice Report options available within Revenue Entry by assigning the report to a
Report System Location of “Revenue Entry Invoices.”
Report Details
The following is the data that appears on the Standard Invoice (Long) and Standard Invoice (Short)
reports provided by MoversSuite.
Standard Invoice Report (long and short)
Notes:
Many fields are calculated based on the selected Invoice Terms in New Complete Invoice. If the
terms cannot be calculated, then those fields will not appear on the report.
Additionally, many fields will be hidden from the report, i.e. no field label, if the value for the field is
not set.
Data Displayed
Description
Invoice Header (upper)
The Invoice Header is designed to be printed off and returned with the payment. Data in this section prints
above a dotted line with the caption “Please detach and return this portion with your payment. Thank You.”
The Long version of the report repeats this data below the detach line as well.
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Branch
Branch image from Image URL field and data defined for the Invoice Header
address type in Branch Setup for the branch set within Header in New Complete
Invoice displays in the upper left-hand corner of the report.
Van Line Image
Van line image from Image URL field set within Van Line Setup for the van line
associated to the Header branch set within New Complete Invoice displays in the in
the upper right-hand corner.
Invoice Date
Displays the Invoice Date set within New Complete Invoice after the field label of
“Invoice Date:”.
Invoice Number
The generated value assigned to the invoice (labeled “Invoice #:”). The invoice
number displays as the Order Number followed by the sequentially assigned
number for that particular order (pre-MoversSuite 5.13.0) or as the systemassigned Invoice Number with no Order Number attached (post-MoversSuite
5.13.0).
If the invoice was generated using the Preview Invoice option, then the Invoice
Number displays “Draft.”
Order Number
The MoversSuite Order Number displays in this field (labeled “Order #: “).
Customer Number
Identifier assigned to the customer set within the Send Invoice To in New
Complete Invoice (labeled “Customer #:”).
Purchase Order
Purchase Order from Billing Information displays here (labeled “PO #:”).
Amount Due
The computed total dollar amount owed for this invoice (labeled “Amount Due:”)
Due Date
The calculated due date displays (labeled “Due Date:”). The Due Date is computed
based on the Invoice Terms selected in New Complete Invoice.
After MM/DD/CCYY pay
The Due Date displays in the field label along with the computed amount due for a
late payment. This amount is computed based on the Invoice Terms selected in
New Complete Invoice.
Amount Paid
A write-in line is provided.
(Short version only)
Customer
The name and address of the customer being billed displays. This customer is set
within the Send Invoice To of the New Complete Invoice.
Remit To
Labeled “Remit To:” followed by the name and address set for the Payment
Remittance address type in Branch Setup for the branch selected within Remit-To.
Invoice Conditions
The Conditions associated to the Invoice Terms for the particular Invoice Header
branch display below the totals amounts and due date.
(Long version only)
Refer to the Conditions field within Invoice Terms Setup for more information.
Invoice Message
(Long version only)
Custom messages defined for a branch in Invoice Messages Setup will display on
the invoice report.
Invoice Header (lower)
This section repeats some key Invoice Header information below the detach line.
Additionally, the Invoice Date, Invoice Number, Customer Number, Purchase Number, Branch, and Remit-To
are listed twice in this section for the Long version.
Invoice Date
Displays the Invoice Date set within New Complete Invoice after the field label of
“Invoice Date:”.
Invoice Number
The generated value assigned to the invoice (labeled “Invoice #:”). The invoice
number displays as the Order Number followed by the sequentially assigned
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number for that particular order (pre-MoversSuite 5.13.0) or as the systemassigned number with no Order Number attached (post-MoversSuite 5.13.0).
If the invoice was generated using the Preview Invoice option, then the Invoice
Number displays “Draft.”
Order Number
The MoversSuite Order Number displays in this field (labeled “Order #: “).
Customer Number
Identifier assigned to the customer set within the Send Invoice To in New
Complete Invoice (labeled “Customer #:”).
Purchase Order
Purchase Order from Billing Information displays here (labeled “PO #:”).
(Long version only)
Branch
The data (including name, address, and phone) set within Invoice Header address
type in Branch Setup for the branch set within Header in New Complete Invoice
displays here.
Remit To
Labeled “Remit To:” followed by the name and address set for the Payment
Remittance address type in Branch Setup for the branch selected within Remit-To.
Customer
(Long version only)
The name and address of the customer being billed displays. This customer is set
within the Send Invoice To of the New Complete Invoice.
Amount Due
The total dollar amount owed for this invoice (labeled “Amount Due:”)
(Long version only)
Due Date
(Long version only)
After MM/DD/CCYY pay
The calculated due date displays (labeled “Due Date:”). The Due Date is computed
based on the Invoice Terms selected in New Complete Invoice.
(Long version only)
The Due Date displays in the field label along with the computed amount due for a
late payment. This amount is computed based on the Invoice Terms selected in
New Complete Invoice.
Amount Paid
A write-in line is provided.
(Long version only)
Branch
The data (including name, address, and phone) set within Invoice Header address
type in Branch Setup for the branch set within Header in New Complete Invoice
displays here.
Order Information
Shipper
The name assigned to the order through the Last Name/Company Name and First
Name/MI fields (Name, Address, Phone) displays.
This field is labeled “Shipper:” on the report.
Salesperson
Salesperson assigned to the order through Name, Address, Phone displays.
This field is labeled “Salesperson:” on the report.
Weight
The actual or Hauled Weight of the shipment displays (available through Move
Information).
Note: The application will reference the Estimated Weight field value if the
Hauled Weight is not set.
Miles
Estimated mileage needed for the shipment displays (available through Move
Information).
This field is labeled “Miles:” on the report.
From
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This section displays the Moving From address set within Name, Address, Phone)
and includes the Address, City, State, and Country.
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This field is labeled “From:” on the report.
To
This section displays the Moving To address set within Name, Address, Phone) and
includes the Address, City, State, and Country.
This field is labeled “To:” on the report.
Tariff
The Tariff/Rate set for the order through Billing Information displays.
This field is labeled “Tariff:” on the report.
Item Details
The specific detail of each revenue line item for the invoice is listed in this section. Line items are created
within the Transactions tab and within New Complete Invoice.
Grouping
Grouped items will appear in their own section with the group title in bold lettering.
Figure 2: Invoice group
Text set for the group note display beneath the group title.
Item #
The Item Code set for the transaction.
Description
Text description provided for the Item Code or ad hoc item displays.
Quantity
The quantity values set for rated items will appear in these columns. Numeric
values for weight, crew, hours, etc. will display.
Quantity
Rate
The dollar amount of the rate used for rated items displays.
Gross
The amounted entered directly for the gross amount or the computed amount
based on rating displays.
Discount
The percentage discount entered for the item displays.
Amount
This is the total dollar amount of the line item.
Invoice Note
Text set for the note associated to the line item display beneath the line item
listing.
Payment Summary
Sales Tax
If Sales Tax Integration is enabled, the computed tax for the invoice displays.
Sub Total
If a Pre-Payment is specified, then the total of all line items displays with the label
of “Sub Total:”
Pre-Payment
If a Pre-Payment Amount was specified when the invoice was generated (New
Complete Invoice), the amount displays with a label of “Pre-Payment:”
Amount Due
These fields display in the Invoice Header as well (see above for descriptions).
Due Date
After MM/DD/CCYY pay
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Invoice Conditions
The Conditions associated to the Invoice Terms for the branch (set as the Invoice
Header) display below the totals amounts and due date.
Refer to the Conditions field within Invoice Terms Setup for more information.
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Standard Label Report
This report supplies data for form-fed labels.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Print Label button available within Name, Address, Phone by assigning the report to a
Report System Location of “Print Label Report.”
Report Details
Report Grouping
No report grouping is in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Shipper
 Order Number
 Move Type
 National Account Name
 Origin City and State
 Destination City and State
 Estimated Load Date
 Estimated Delivery Date
Report Totals
No report totaling is in effect.
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Storage Billing Summary Report
This report lists details for storage items that are scheduled to be billed within the next-billing-date
range or have not been billed before.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Branch ID
Enter *(all) to include all branches, or select branches from the drop-down list.
Next Bill Date From
Enter the billing date to begin selecting records on.
Next Bill Date To
Enter the billing date to end selecting records on.
Report Details
Report Grouping
The report groups by Next Billing Date and then Order.
Header Information
The following information displays in the header for each order record:
 Shipper (Order Number)
 Began Billing Date
 Total Next Billing Amount
Detail Information
The report lists the following detailed items for each record displayed:
 Storage Item Description
 Storage Type
 Last Billing Period
 Warehouse
 Recurring Flag (Yes or No)
 Scheduled End Date
 Next Scheduled Billing Amount
Report Totals
The report provides the following total counts:
 Total Next Billing Amount for each Order
 Total Next Billing Amount for the entire, next scheduled billing
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Storage Details Report
This report lists information for all storage items that have future scheduled billing.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Branch ID
Enter *(all) to include all branches, or select branches from the drop-down list.
Warehouse
Select *(all) to include all warehouses in the report, or select them individually
from the drop-down list.
Storage Type
Select *(all) to include all storage types in the report, or select them individually
from the drop-down list
Report Details
Report Grouping
The report groups by Branch, Warehouse, Storage Type and then Billing Cycle.
Header Information
The following information displays in the header for each Branch:
 (Branch) Branch Description
 Storage Quantities
 Storage Amount
 Valuation Quantity
 Valuation Amount
Detail Information
The report lists the following detailed items for each order record displayed:
 Shipper
 Order Number
 Customer (Number) and Name
 Storage In Date
 Last Billing Cycle Date Range
 Storage Note
The report lists the following detailed information for each storage item displayed:
 Storage Item Description
 Quantities
 Rate
 Storage Amount
 Billed Flag (Yes or No)
 Recurring Billing Flag (Yes or No)
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


Recurring Billing End Date
Warehouse Location
Storage Item Note
Report Totals
The report provides the following total counts:
 Total Storage Quantities, Amounts, Valuation Quantity, and Valuation Amount for each Branch
 Total Storage Quantities, Amounts, Valuation Quantity, and Valuation Amount for each
Warehouse
 Total Storage Quantities, Amounts, Valuation Quantity, and Valuation Amount for each Billing
Cycle
 Total Storage Quantities, Amounts, Valuation Quantity, and Valuation Amount for each Order
 Grand Total for Storage Quantities, Amounts, Valuation Quantity, and Valuation Amount for the
entire report
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Task List Report
This report lists all tasks by either Coordinator Type or by task Profile. This report provides a detailed
view of all task items and is ideally suited for setup verification.
Parameters
Parameter
Description
Drill Down All
Select True to expand all display groupings when the report is generated or
choose False to collapse all display groupings.
Group by
Select Coordinator Type to group by the coordinator type or Profile to group the
report by task profile. When grouping by one Group by type, the other type will
display as a column data within the details of the report, i.e. if Group by is set to
“Coordinator Type”, then the Profile will display as a detail item in the report.
Refer to the Detail Information below for field descriptions.
Report Details
Report Grouping
The report group by the value selected for the Group by parameter.
Header Information
No header information displays for this report.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Task Description
The name of the task action item displays here. This is taken from the Task
Description set within Tasks Setup.
Profile/Coordinator Type
What displays in this column depends on what is set for the Group by report
parameter. When Group by is “Profile” the report displays the Coordinator
Type details. Likewise, when the Group by is “Coordinator Type” the report
displays Profile details.
The Profile of a task item is also known as the Task Definition Name in Tasks
Setup and Task Definition set within MoversSuite (in Name, Address, Phone
and through Account Profiles).
The Coordinator Type of a task item is taken from the Responsible Role
assigned to the action item in Tasks Setup. Note: The report will display
tasks without a Coordinator Type (under an undefined or blank group name).
In these cases, the task item) is linked to a Responsible User instead of a
Responsible Role (in Tasks Setup); the user assigned must have a Status of
“ACTIVE” and a User ID defined (User tab) (both fields are part of Personnel
Setup).
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Dependency Date Type
The Dependency Date is linked to a particular MoversSuite date and is used
to calculate the due date of generated task items.
See Task Dependency Dates section for a listing Tasks Setup and for more
information.
When Due
What displays here is a value used in conjunction with the Dependency Date
Type to indicate when the action item due date will be generated for. The
report displays a number of days “Before” or “After” the Dependency Date
or it will display a “0” when the due date is expected to fall exactly on the
Dependency Date.
Report Totals
No report totaling is in effect.
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Trips by Driver Report
This report provides a list of trips, grouped by driver, for a 14-day period beginning with specified date
and is an excellent tool for scheduling long haul move requests. The report provides details for orders
belonging to the trip and indicators for load date (“LD”), pack date (“PK”), and delivery date (“DL”).
The report lists orders that have a load and/or delivery date within a 14-day period beginning from the
entered date.
The following date fields are compared to dates in the reporting period:
Report Date
Location in MoversSuite
Pack Date (“PK”)
First date in Pack Date spread within the Range tab on the Move Information tab.
Load Date(“LD”)
The report checks this first:
Load Date within the Actual tab on the Move Information tab.
Then this:
First date in Load Date spread within the Range tab on the Move Information
tab.
Delivery Date (“DL”)
The report checks this first:
Delivery Date within the Actual tab on the Move Information tab.
Then this:
First date in Delivery Date spread within the Range tab on the Move Information
tab.
Parameters
Parameter
Description
Date
Enter a date value to begin reporting records on. The report lists orders that have a load
and/or delivery date within a 14-day period beginning from the entered date.
Driver Type
Select (*All Drivers) to include all types, or choose drivers individually from the provided
list.
These values are defined within Labor Type Setup as the records with the Available in
Long Distance Dispatch flag set.
Branch ID
Select (*All branches) to include all branches, or select branches from the drop-down list.
Branch values are defined within Branch Setup.
The report lists trips and orders by the default branch of the driver and not necessarily the
branch of the order. The Default Branch of the driver is set through their Personnel Setup
record.
Report Details
Report Grouping
The report groups by Branch.
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Header Information
The header displays the date range covered by the report in the upper right-hand corner of each page.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Name of the branch as defined within Branch Setup.
The report lists trips and orders by the default branch of the driver and not
necessarily the branch of the order. The Default Branch of the driver is set
through their Personnel Setup record.
Driver Information
Driver
The name of the driver lists for each record of the report. The driver name is
comprised of the First Name and Last Name of their Personnel Setup.
The report sort by the driver’s last name within each branch listing.
Van Number
Also listed in this section is the driver’s Van Number from their Personnel
Setup.
The van number assigned to the order is visible within the Agents tab.
Shipper
Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab
Trip Details
This section lists each trip assigned to the driver in Long Distance Dispatch
LD, PK, DL
An indicator will display in bold-weight font depending on whether the
request for the given date is one of the following:
“DL” for a delivery date
“LD” for a load date
“PK” for pack date
Please note that the load date listing supersedes the other two listings. For
example, if the load date and pack date are identical, then the report lists
the “LD” (load date).
Weight
The Weight of the order displays next to the above indicator.
Refer to Move Information for more information on the Weight field.
City and State
The city and state from the origin or destination address display here.
If the indicator (above) is “LD” then the city and state associated to the
Moving From address in Name, Address, Phone appears, otherwise the city
and state of the Moving To address appears.
Order Number
The Order Number displays.
Shipper
The First Name/MI and Last Name/Company Name from Name, Address,
Phone display here.
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Report Totals
No report totaling is in effect.
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Unassigned Orders Report
This report lists all unassigned orders for a specified user, where the user is either a salesperson or
coordinator.
See the Unassigned Orders Master Report to view this report by all users.
Parameters
Parameter
Description
User ID
Enter the Username assigned to the employee. This is the name used to log
into MoversSuite with as defined with User Setup.
Branch ID
Select *(all branches) to include all branches, or select branches from the
drop-down list.
Estimated Load Date From
Enter the Start Load date to begin selecting records on.
Estimated Load Date To
Enter the Start Load date to end selecting records on.
The user must be set up as a salesperson or a coordinator. Orders must have Start Load date within the
specified date range, must not be assigned a van number, and must not have a status of Cancelled, Lead,
Voided, or Will Advise.
Report Details
Report Grouping
The report groups first by Branch, then by either Salesperson or Coordinator (the opposite of whatever
type the specified user is).
Header Information
Group header data includes the group title and the total number of unassigned orders within that
grouping.
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Order Status
 Estimated Pack Date
 Estimated Load Date
 Estimated Delivery Date
 Van Number
Report Totals
The report lists the grand Total Unassigned Orders.
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Unassigned Orders Master Report
This report lists all unassigned orders within a specified date range.
See the Unassigned Orders Report to view this report by individual user.
Parameters
Parameter
Description
Branch ID
Select *(all branches) to include all branches, or select branches from the
drop-down list.
Sort by
Select a value to sort the data report on from the following:
Salesperson
Transportation Coordinator
Origin State
Destination State
Commodity
Estimated Load Date From
Enter the Start Load date to begin selecting records on.
Estimated Load Date To
Enter the Start Load date to end selecting records on.
Orders must have Start Load date within the specified date range, not have a status of Cancelled, Lead,
Voided, or Will Advise, and must not have the Van Registration Date set.
Report Details
Report Grouping
The report groups by Branch.
Header Information
Header data includes the following:
 (Branch ID)
 Branch Description
 Total Unassigned Orders for the Branch
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Origin State
 Destination State
 Commodity
 Order Status
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





Transportation Coordinator
Salesperson
Estimated Pack Date
Estimated Load Date
Estimated Delivery Date
Van Number
Report Totals
The report lists the grand Total Unassigned Orders.
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UniGroup HHG BOL and Freight Bill Form
This supplies the data for a standard, form-fed UniGroup document.
Menu Name: Unigroup HHG and Freight BOL
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Order Number
 Destination Agent Name and ID
 Shipper Name
 Customer Name
 Origin Address Information (Address, City, State, Zip, Origin Home Phone Number)
 Destination Address Information (Address, City, State, Zip, Destination Phone Number)
 Estimated Load Date Range
 Estimated Delivery Date Range
 Payment Type
 National Account Information (Number, Name, Address, City, State, Zip, Contact)
 Contract
 Tariff
 Van Line Section
 Miles
 Booking Agent ID, Name, and Phone
 Destination Agent ID, Name, and Phone
 Origin Agent ID, Name, and Phone
Report Totals
No report totaling is in effect.
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UniGroup Special Services BOL Form
This supplies the data for a standard, form-fed UniGroup document.
Menu Name: Unigroup Special Services BOL
Parameters
Parameter
Description
Order Number
Enter the Order Number to have data provided for.
Report Details
Report Grouping
There is no grouping in effect.
Header Information
No header information displays.
Detail Information
The report lists the following detailed items:
 Van Line Information (Name, Address, City, State, Zip)
 Order Number
 Shipper Name
 Origin Address Information (Address, City, State, Zip, Origin Home Phone Number)
 Destination Address Information (Address, City, State, Zip, Destination Phone Number)
 Origin Extra Stops
 Destination Extra Stops
 Estimated Beginning Load Date
 Estimated Delivery Date Range
 Payment Type
 National Account Information (Number, Name, Address, City, State, Zip, Contact)
 Valuation
 Rate Plan
 Van Line Section
 Miles
 Weight
 Booking Agent ID, Name, and Phone
 Destination Agent ID, Name, and Phone
 Origin Agent ID, Name, and Phone
 Van Line Memo Pad Special Instructions
Report Totals
No report totaling is in effect.
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Unregistered Orders Report
This report lists all unregistered orders for a specified user, where the user is either a salesperson or
coordinator.
See the Unregistered Orders Master Report to view this report by all users.
Parameters
Parameter
Description
User ID
Enter the Username assigned to the employee. This is the name used to log
into MoversSuite with as defined with User Setup.
Branch ID
Select *(all branches) to include all branches, or select branches from the
drop-down list.
Estimated Load Date From
Enter the Start Load date to begin selecting records on.
Estimated Load Date To
Enter the Start Load date to end selecting records on.
The user must be setup as a salesperson or a coordinator. Orders must have Start Load date within the
specified date range, must not have the Van Registration Date set, and must not have a status of
Cancelled, Lead, Voided, or Will Advise. Orders must also have a Type of Move setup for Long Distance
Dispatch (as defined by the “Make orders of this type available in Long Distance Dispatch” flag set in
Move Type Setup).
Report Details
Report Grouping
The report groups first by Branch, then by either Salesperson or Coordinator (the opposite of whatever
type the specified user is).
Header Information
Group header data includes the group title and the total number of unregistered orders within that
grouping.
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Order Status
 Estimated Pack Date
 Estimated Load Date
 Estimated Delivery Date
 Van Number
Report Totals
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No report totaling is in effect.
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Unregistered Orders Master Report
This report lists all unregistered orders within a specified date range.
See the Unregistered Orders Report to view this report by individual user.
Parameters
Parameter
Description
Branch ID
Select *(all branches) to include all branches, or select branches from the
drop-down list.
Sort by
Select a value to sort the data report on from the following:
Salesperson
Transportation Coordinator
Origin State
Destination State
Commodity
Estimated Load Date From
Enter the Start Load date to begin selecting records on.
Estimated Load Date To
Enter the Start Load date to end selecting records on.
Orders must have Start Load date within the specified date range, not have a status of Cancelled, Lead,
Voided, or Will Advise, and must not have the Van Registration Date set. Orders must also have a Type
of Move setup for Long Distance Dispatch (as defined by the “Make orders of this type available in Long
Distance Dispatch” flag set in Move Type Setup).
Report Details
Report Grouping
The report groups by Branch.
Header Information
Header data includes the following:
 (Branch ID)
 Branch Description
 Total Unregistered Orders for the Branch
Detail Information
The report lists the following detailed items:
 Order Number
 Shipper
 Origin State
 Destination State
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







Commodity
Order Status
Transportation Coordinator
Salesperson
Estimated Pack Date
Estimated Load Date
Estimated Delivery Date
Van Number
Report Totals
The report lists the grand Total Unregistered Orders.
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User Details List Report
This report lists all users defined with a user access record within User Setup. This is a report of all users
that can log into the MoversSuite application; if their Status is set to “ACTIVE.”
Parameters
Parameter
Description
Branch ID
Select (All branches) to include all branches, or select branches individually from
the drop-down list and optionally select <none> to include users that have no
branch assignment.
Report Details
Report Grouping
The report is grouped by Branch and then by Status.
Header Information
Header data includes the following:
 (Branch ID)
 Branch Description
 Total Defined Users for the Branch
Detail Information
The report lists the following detailed items:
 User Name
 Report Profile
 Security Profile
 Labor Type
 User ID
Report Totals
Total define users for all branches displays as “Total Users” with the report title.
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Work Ticket Report
This report provides detailed information on local, scheduled services.
See the Dispatching Work Tickets Report to more than one work ticket at a time.
Parameters
This is a system-generated reported.
Parameter
Description
System-provided
This is a system-generated report.
NOTE
Link this report to the Work Ticket button available within Local Dispatch by assigning the report to a Report
System Location of “Work Ticket Report.”
Report Details
Report Grouping
No report grouping is in effect.
Detail Information
The following table describes the fields that display on this report.
Field
Description
Branch
Displays the Name of the branch as defined within Branch Setup
Work Ticket Number
This field displays the ticket number assigned to the service request through
the Work Ticket function
Service Date
Displays the date scheduled to perform the request
See Add Local Service for more information
Shipper
Displays the formatted shipper name combined from the Last
Name/Company Name and First Name fields from the Name, Address,
Phone tab
Order Number
Below the Service Date displays the Order Number.
Consignor/Consignee
This section only appears if consignor/consignee data exists for the order.
Consignor
Displays the data set for the Consignor in Name, Address, Phone
Consignor Contact
Consignor Phone
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Consignee
Displays the data set for the Consignee in Name, Address, Phone
Consignor Contact
Consignor Phone
Address and Phone Numbers
Origin Address
Displays the Moving From address, city, and state set on the Name, Address,
Phone tab for the order that the service is under
If the service is associated to an extra stop then the address set for the origin
extra stop will display. Extra stops are associated to a service through the
Add Address function within Add Local Service
Origin Email
Displays the email set within Email from Name, Address, Phone.
Destination Address
Displays the primary Moving To - Primary address, city, and state set on the
Name, Address, Phone tab for the order that the service is under.
If the service is associated to an extra stop then the address set for the
destination extra stop will display. Extra stops are associated to a service
through the Add Address function within Add Local Service
Shipper Contact Information
The top four phone numbers listed for the order (Name, Address, Phone)
display.
Personnel and Accounts
Coordinator
Displays the name of the person assigned as the Transportation Coordinator
for the order in Name, Address, Phone
Salesperson
Displays the name of the person assigned as the Salesperson in Name,
Address, Phone
Customer
Displays the entity assigned as to the Customer (Customer Number) in
Billing Information
National Account
Displays the entity assigned as the National Account in Billing Information
National Account #
This field displays the identification number for the account associated to
the National Account in Billing Information
PO #
Number assigned as the Purchase Order Number in Billing Information
Billing Information
Payment Type
Displays the Payment Type value in Billing Information
Valuation
Displays the Valuation value from Move Information
Tariff/Rate
Displays the Tariff/Rate value in Billing Information
Contract
Displays the Contract value in Billing Information
Estimated Linehaul
Displays the Discounted Linehaul value in Move Information
Cubic Feet
Displays the Cubic Feet from Move Information
Weight
Displays the Hauled Weight (or Estimated Weight if Hauled Weight is not
set) from Move Information
Miles
Displays the Miles from Move Information
Auto
Displays a T if Automobile data is present within Move Information
With/Shipment
Displays a T if the Auto With Shipment checkbox is marked in Move
Information. Displays an F otherwise
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Move Dates
Estimated Pack Date Range
Displays the date range entered for Pack Dates (in Range) in Move
Information
Preferred Pack Date
Displays the date entered for Pack Dates (in Preferred) in Move Information
Estimated Load Date Range
Displays the date range entered for Load Dates (in Range) in Move
Information
Preferred Load Date
Displays the date entered for Load Dates (in Preferred) in Move Information
Estimated Delivery Date Range
Displays the date range entered for Delivery Dates (in Range) in Move
Information
Preferred Delivery Date
Displays the date entered for Delivery Dates (in Preferred) in Move
Information
Services
Service Type
The type of service dispatched.
See Add Local Service for more information.
Estimated Service Start Time
Displays the anticipated Job Start Time as set through the Set Service Time
screen
Estimated Service End Time
Displays the anticipated Job End Time as set through the Set Service Time
screen
Hours Drive
Displays the Hours Drive One Way value set within Add Local Service
Estimated Hours
Displays the Total Hours Required set within Add Local Service
Estimated Crew
Displays the total estimated crew needed defined within Add Local Service
Hours Each
Displays the total estimated time needed per crew defined within Add Local
Service
Service Note
Displays the memo created prior to the service sent to Local Dispatch
See Send to Dispatch and Add Local Service for more information
Crew
This section only appears if crew assignment(s) exist for the service.
Crew
Lists the crew assigned to the service and a total count of assigned crew.
The scheduled arrival and departure times are display based on what is set
for the Job Start Time and Job End Time through Assign Crew
Customer Signature
Area dedicated to customer approval of crew times
Equipment
This section only appears if equipment reservation(s) exist for the service.
Equipment
Displays a list of all reserved equipment for the service sorted by the
equipment identification number. A total count of equipment reserved for
the service is also displayed.
Equipment dispatched by service time display in one Equipment listing.
Separate listings do display if there is one or more equipment reservation
based on quantity.
See Equipment Setup and Reserve Equipment more information.
CPU
This section only appears if CPU item(s) exist for the service.
Containers
Displays the estimated material count defined for each container, packing,
and unpacking item. A total count of all estimated material items also
displays.
Estimate Counts
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See Update Containers, Packing and Unpacking for more information.
Crates
This section only appears if crating data exist for the service.
Description
Displays the data set for the crating information associated to an order
through the Crating Information screen. See Update Containers, Packing
and Unpacking for more information.
Quantity
Height
Width
Length
Totals of all crates linked to an order display in this section for the number of
total crates and the total cubic feet of all crates.
Cubic Feet
Extra Stops
This section only appears if extra stop(s) exist for the service.
Pickup/Destination
Displays data set for Extra Stops associated to the service through Select
Extra Stops.
Stop
From Date
To Date
From Time
To Time
Company
Address
Contact
Contact Phone
Contact Work Phone
Locations
This section only appears if locations exist for the service.
Location Description
Displays the location data for an Office & Industrial service request. The data
includes items set within the Add Local Service screen for locations on the
service.
Location Type
Address
Contact
Contact Phone
Notes
Van Line Special Instructions
Displays all notes associated to the order imported from a third party
application.
Special Instructions (Origin)
Displays the memo attached to the order through Special Instructions
(Origin) in Move Information
Special Instructions (Dest)
Displays the memo attached to the order through Special Instructions
(Destination) in Move Information
Directions (Origin)
Displays the memo attached to the order through Directions (Origin) in
Move Information
Directions (Dest)
Displays the memo attached to the order through Directions (Destination) in
Move Information
Service Instructions
Service Instructions (Service Description)
This section displays the Service Instructions for each service assigned to the
order. The notes displayed are created through the Move Information
dialog; the name of the service associated to the text lists after the Service
Instruction label.
Additional Notes
Efficient Workflow Solutions, LLC
Area reserved for write-in information.
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Standard Report Listing
Report Totals
No report totaling is in effect.
Efficient Workflow Solutions, LLC
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Standard Report Listing
Standard Bookmark Documents
This section lists the standard provided bookmark documents available from MoversSuite. Refer to the
Bookmarks topic for an overview of bookmarks and for a complete description for fields referenced
within this section.
AR23 Header Letter
This document contains a template designed to print on a pre-printed AR23 form.
Default Menu Name
Report Name
AR23 Header
AR23 Header.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
ordnum
fname
Confirmation Letter
This document contains a template for a basic confirmation of service letter.
Default Menu Name
Report Name
Confirmation
Confirmation.doc
Bookmark Fields
This document contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
firstname
lastname
movingfrom
city
state
zip
firstname2
dcity
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Standard Report Listing
dstate
blname
baddr
bcsz
bphone
oaname
oaadd
oacity
oastate
oazip
oaphone
daname
daad
dacity
dastate
dazip
danum
pdate
pdate2
ldate
ldate2
ddate
ddate2
coordphone
coorphoneext
coordemail
coord
ordnum
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Standard Report Listing
Customer Number and Credit Request Letter
This document contains a template for a basic customer number and credit request letter.
Default Menu Name
Report Name
Customer Number and Credit Request
Customer Number and Credit Request.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
coord
salesperson
Driver Form Letter
This document contains a template for a basic quality control report with driver confirmation at the
origin and destination locations letter.
Default Menu Name
Report Name
Driver Form
Driver_Form.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
ordnum
shipper
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Standard Report Listing
Inventory Header Letter
This document contains a template for printing the header section of pre-printed inventory form.
Default Menu Name
Report Name
Inventory Header
Inventory_Header.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
oaname
ordnum
fname
oadress
daddress
OA Request Letter
This document contains a basic request form for an outside agent.
Default Menu Name
Report Name
OA Request
OA_Request.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
oaname
oaagent
oaphone
lastname
firstname
ordnum
phonew
phoneh
oaddress
daddress
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Standard Report Listing
acctno
acctname
pdate
ldate
ddate
coord
coordphone
coordphoneex
coordfax
coordemail
Post Move Questionnaire Letter
This document contains a template for a basic move/service questionnaire.
Default Menu Name
Report Name
Post Move Questionnaire
Post Move Questionnaire.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
date
firstname
lastname
ordnum
city
state
dcity
dstate
movingto
dphonew
coord
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Standard Report Listing
Shipper Disclaimer Header Letter
This document contains a template for printing the header section of pre-printed shipper disclaimer
form.
Default Menu Name
Report Name
Shipper Disclaimer Header
Shipper_Disclaimer_Header.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
fname
ordnum
Store Information Letter
This document contains a template for a basic store information letter.
Default Menu Name
Report Name
Store Information
Store Information.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
ordnum
shipper
oaddress
daddress
stores
Thank You Letter
This document contains a template for a basic thank you and follow-up, data-gathering letter.
Default Menu Name
Report Name
Thank You
Thank_You.doc
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Standard Report Listing
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
shipper
movingto
destcity
dstate
dzip
fname
oaname
firstname
coordphone
coorphoneext
coordemail
coord
email1
ordnum
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Standard Report Listing
Will Advise Letter
This document contains a template for a basic shipment with a status of Will Advise letter.
Default Menu Name
Report Name
Will Advise
Will_Advise.doc
Bookmark Fields
This letter contains the following bookmarks (in order of appearance within the document):
Bookmark Fields
firstname
lastname
movingfrom
city
st
zip
firstname2
dcity
coord
coordphone
ordnum
oaname
oaadress
oacity
oastate
oazip
oanumber
coord2
coordemail
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