Reference Guide
MoversSuite by EWS
An overview of the MoversSuite application and related products
MoversSuite by EWS
MoversSuite by EWS
Version 5.05.0 (2014)
Copyright
Copyright © 2011-2014 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
2014
Copyright © 2011-2014 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:
Toll free:
Phone:
Fax:
Websites:
Support:
1.866.750.7255
1.970.256.1616
1.970.256.1650
www.ewsgroup.com
support.ewsgroup.com
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Table of Contents
WELCOME TO MOVERSSUITE SOFTWARE
4
PAST VERSIONS INFORMATION
12
MOVERSSUITE OVERVIEW
83
PRODUCTS
84
MoversSuite System
Move Management Services (MMS)
Accounting & Financial Services (AFS)
Integrated Systems
Document Management System
MoversSuite Product Comparison
MoversSuite Compatibility
GETTING STARTED
Installation Overview
System Requirements
84
84
85
85
86
87
89
90
90
91
Hardware Requirements
Software Requirements
92
94
MoversSuite Application
96
Login
Startup Screen
Contents Screen
Contents Menu
Toolbar
File Menu
Tools Menu
Accounting Tools Menu
Third Party Applications Menu
Help Menu
Information Bar
Order Details
Order Personnel
Order Notes
Keyboard Shortcuts
Online Help
SCHEMA CHANGES
Schema Changes Version 5.05
Schema Changes Version 5.04
Schema Changes Version 5.02
Schema Changes Version 5.01
Schema Changes Version 5.00
Schema Changes Version 4.86
Schema Changes Version 4.58
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101
103
104
105
108
109
110
112
114
117
119
120
124
128
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Welcome to MoversSuite Software
Version 5.05.0
Online Help
Click here to download release notes (5.05)
RELEASE ANNOUNCEMENTS
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
1. IMPORTANT RELEASE REQUIREMENTS
The following requirements are needed for this release:
Microsoft Dynamics GP 2013 R2
Microsoft Dynamics GP Build ATIP 12.0.7
Refer to the Hardware Requirements topic in our System Requirements for more information on
the requirements for Microsoft Dynamics 2013.
2. DATABASE SCHEMA IS AFFECTED BY THIS RELEASE
3. KNOWN ISSUES EXIST FOR THIS RELEASE
KNOWN ISSUES
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
Cash receipt batches created in Payment Management not available in Cash
Receipts module
You can now create a cash receipt batch and payment through Payment Management, however
these batches are not visible within the Cash Receipts module; this is needed to allow editing to
occur through both Cash Receipts and Payment Management modules. (6936)
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Citrix issue with phone number control
An issue that cannot be replicated is causing the phone numbers within the Shipper Contact
Information section (Name, Address, Phone tab) to disappear and then reappear when a user clicks
on that section, however, the user cannot edit them until they press Cancel (on the order) and then
attempt to Edit again. (6409)
RELEASE ENHANCEMENTS
This section lists the enhancements made to MoversSuite for this release.
Add Cash Receipts from within Payment Management
When adding a new batch to Payment Management, you now have the option to create a cash receipt
batch or a general payment batch. Prior to this release, when you created a new batch, it was only for
general payments.
You can now add a cash receipt directly from Payment Management. We’ve enhanced the functionality
behind the Add button on the Detail Processing tab to open the new Add New Payment screen. Using
this screen you can easily create a cash receipt as well as define a manual payment.
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Figure 1: Payment Application screen in Add New Payment mode
This screen replaces the Add Wizard. You can set the branch, payment, customer, payment amount, etc.
You can also press access and update more information by pressing the expand button (
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Figure 2: Payment Application screen in Add New Payment mode showing additional information
Just like in Cash Receipts, the shipper and customer information can be updated. Once the record is
saved, you also have the ability to right-click in the Payment Information section and choose to Edit or
Void the receipt.
Figure 3: Add Local Service dialog
Summary of Changes (6756, 4880, 5196)
Create a cash receipt batch through the New button in Payment Management.
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Cash receipts can be added directly to a batch through the Add button from the Detail Processing tab; prior
to this release, the Add button opened the Add Wizard allowing users to create a detail statement line
manually.
Add Wizard has been replaced by opening the Payment Application screen in Add New Payment mode.
You can Edit and Void a payment by clicking in the Payment Information section. Note: imported statement
items cannot be edited.
The following areas have been affected by this change:
Add Local Service
Batch Management
Batch Status
Create New Batch
Detail Processing
Payment Application
Schema Changes Version 5.05
Move Type added to Local Dispatch grids
The dispatching grids in Local Dispatch now have the move type available to them. This fields displays
the Type of Move set for the order through Move Information.
Figure 4: Move Type in Dispatch Center tab in Local Dispatch
Summary of Changes (6904)
Move Type added to Dispatch Center and Requested Services grids.
The following areas have been affected by this change:
Dispatch Center
Requested Services
Detail Processing
Payment Application
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RELEASE FIXES
This section lists any fixes made to MoversSuite for this release.
Order Information Fixes
Changing branch on local service zeros out Weight
We found and fixed an issue where the Weight of a local service was being cleared when
switching between branches (in Add Local Service). (6909)
Crew hours not updating
The crew service hours need to recalculate based on the quantities updated through the CPU
function (in Add Local Service). (6931)
CPU counts only saved for last service in spread
We noticed that CPU counts for local services were only being saved on the last service when a
date spread was set when adding local services. If a date spread of 10/1 through 10/3 was
entered, no CPU counts set for the service display for 10/1 and 10/2. (6927)
Payment Management & Cash Receipts Fixes
Imported statement payments not sorting correctly
Recent changes to combine similar payment items has caused an issue with sorting of the items
(as managed through the Apply by Service dialog). (6802)
SCHEMA CHANGES
Schema changes for this release can be found by clicking on the following link. These changes may affect
custom reports and other custom development.
Schema Changes Version 5.05
The following link allows you to navigate through all MoversSuite tables and allows you to view field
properties, such as type and maximum value size.
Graphical View of the MoversSuite Database (5.05)
VIDEOS
Below are videos created during this release of MoversSuite.
Overview of MoversSuite 5.05.0
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MORE INFORMATION
Here we have a few handy links to assist you.
Support
View our Support page for information on other releases, to log an incident, and more…
System Requirements
View the System Requirements topic for a list of hardware and software requirements for this
release.
Product Suggestions
Have any thoughts on how we can make MoversSuite better? Please feel free to contribute using
our Product Suggestions site.
Past Versions Information
See Past Versions Information for highlights of this and other releases.
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Past Versions Information
Version 5.04.1
Online Help
Click here to download release notes (5.04)
RELEASE ANNOUNCEMENTS
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
IMPORTANT RELEASE REQUIREMENTS
The following requirements are needed for this release:


Microsoft Dynamics GP 2013 R2
Microsoft Dynamics GP Build ATIP 12.0.7
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
ADMINISTRATION CHANGES EXIST FOR THIS RELEASE
DATABASE SCHEMA IS AFFECTED BY THIS RELEASE
KNOWN ISSUES EXIST FOR THIS RELEASE
KNOWN ISSUES
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
CPU counts only saved for last service in spread
We noticed that CPU counts for local services were only being saved on the last service when a date
spread was set when adding local services. If a date spread of 10/1 through 10/3 was entered, no
CPU counts set for the service display for 10/1 and 10/2. (6927)
Citrix issue with phone number control
An issue that cannot be replicated is causing the phone numbers within the Shipper Contact
Information section (Name, Address, Phone tab) to disappear and then reappear when a user clicks
on that section, however, the user cannot edit them until they press Cancel (on the order) and then
attempt to Edit again. (6409)
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RELEASE ENHANCEMENTS
This section lists the enhancements made to MoversSuite for this release.
Branch Selector Added to Local Services
You can now edit the Branch field for a service (see Add Local Service). A new selector has been added
allowing you to modify the branch of a service until it has been assigned to crew/equipment or a work
ticket generated for it.
Figure 5: Add Local Service dialog
Note
Changing the branch affects other fields in the Add Local Service dialog. For example, changing the Branch
field resets the Service field and possibly the counts and weights associated to that service. The service will
not change if a matching service for the new branch is found. Services are defined and linked to branches
through Local Service Type Setup.
Summary of Changes (6741)
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Added the ability to select a Branch directly from the Add Local Service dialog. Prior to this release, you could
only set the branch when adding a new service.
The following areas have been affected by this change:
Add Local Service
Set CPU Counts on Local Services
You can now set and manage counts on local services. A new CPU option is available when adding or
editing services through allowing you to set the estimated containers, packing and unpacking counts
(see Containers, Packing and Unpacking (CPU)).
With this change, we also updated the Containers, Packing and Unpacking (CPU) dialog to include an
option that imports the counts already set a the order level into the counts for the service and we added
an option to clear the grid.
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Figure 6: Update Containers, Packing and Unpacking dialog
Estimates set for the service are available for assign actuals to in Local Dispatch and import as revenue
through the Transactions tab.
The Crating Information screen has been updated to allow you to document crate data at the order
and/or service level, as well. The new option of Import from Order has also been added to this screen
allowing you to import crate data set at the order level through the CPU button on Move Information.
Summary of Changes (6743)
Added the ability to enter estimated counts for each service of an order. Prior to this release, counts only
existed at the order level. Now they’re available at the order level, through Move Information, and through a
CPU button on each service (see Add Local Service).
The button label in has changed to
in many places including Add Local Service, Move
Information, Order Details, and Release Work Ticket. On prior releases, there were a variety of labels for this
button, including Containers, Packing and Unpacking; CPU Estimate; and CPU Quantities; and right-click
options in Dispatch Center.
Crating data can now be defined at the service level as well as for the order. A new Import from Order
button has been added to Move Information; a new Delete All
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The following areas have been affected by this change:
Add Local Service
Crating Information
Dispatch Center
Move Information
Order Details
Release Work Ticket
Update Containers, Packing and Unpacking
Add Customer Selector to Cash Receipts
You can now optionally select a customer to link to a cash receipt. Options in the updated Customer
Information section in Cash Receipts allow you to enter the customer by name or by number or use the
Customer Find (
) to locate them.
Figure 7: Customer Information section in Cash Receipts
Once a customer is selected, the Associated Order(s) section automatically displays any customer orders
with an open AR balance. You can check the Select box to link the appropriate order items to the cash
receipt. Only those select here will be linked to the cash receipt when the record is saved.
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Figure 8: Associated Order(s) section in Cash Receipts
Note
Changing the Customer of a receipt removes any selection made to the Associated Orders.
You still have the ability to add and remove orders from being associated to the receipt.
Another added feature is the ability to edit what displays for the customer. You are free to change the
name, address, phone number, etc.
A saved cash receipt can be edited. Prior to this release you were unable to change certain fields, such
as the Payment Type and Amount. Cash receipts can now be modified up until it is in process in Payment
Management or has been printed.
Summary of Changes (6705, 6706, 6708, 6713)
Added the ability to lookup a customer associated to a cash receipt.
Once a customer is selected, the Associated Order(s) list all orders for the customer with open AR. Selected
orders can be applied to within Payment Management.
Customer data can be edited.
Cash receipts can be modified as long as the batch is any status other than “In Process,” “Posted,” or
“Voided.”
New field allows you to Select which orders to associate.
New field displaying the AR Balance for the orders listed under Associated Order(s).
The following areas have been affected by this change:
Cash Receipts
New Cash Receipt Batch
Schema Changes Version 5.04
Apply to AR transactions not existing in MoversSuite (6467)
You can now apply to AR from Microsoft Dynamics GP (GP documents). The application now makes
positive AR transactions available as line items for the order within the Existing AR grid in Payment
Application.
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Summary of Changes (6467)
AR created in Microsoft Dynamics GP is now available to apply to a payment.
The following areas have been affected by this change:
Payment Application
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View and apply to existing payables (5194)
With this release, you can now apply payables created in Microsoft Dynamics GP to a payment. These
payables appear within the Accounts Payables section in Payment Application automatically when
associated to the order and vendor.
Figure 9: Accounts Payable section
Additionally, any payables with a positive amount for a vendor not associated to an order display in the
“No Order” section.
Notes
AP transactions generated in GP that are on hold are not available and will not be visible in the AP grids.
AP transactions generated in GP cannot be deleted; the right-click option of “Remove” is grayed-out.
They can be duplicated, though.
The payable summary line has been modified to accommodate these changes, as well.
Figure 10: Vendor summary statement example
Summary of Changes (5194)
You can now view and apply payables created in Dynamics GP to payments in MoversSuite; transactions on
hold will not be available.
These payables can be applied to and duplicated, but they cannot be deleted.
Summary line at the top level of the Accounts Payable section displays more data.
New columns of Applied and Document display in the payables section, allowing you to view the document
number associated to generated payables and allowing you to apply an amount to the payment.
Payables created within the Payment Application screen displays “N/A” in the Applied column and “New” in
the Document column. These columns update once accounting transactions have been generated for them
in Microsoft Dynamics GP.
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The following areas have been affected by this change:
Payment Application
Schema Changes Version 5.04
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Multiple file attachment improvements made to Document Management
We improved Document Management by allowing you to add multiple documents through the Attach
feature; on prior releases, you could add multiple files using the drag-and-drop feature.
When adding multiple documents either through drag-and-drop or through the Attach button, you can
take advantage of a new option allowing you to Apply Document Properties to All selected documents.
When this flag is checked in the Attach File dialog, the Document Type, Description, and Notes, will be
set for all subsequent documents included in the attachment. Note: The Cancel All is available allowing
you to cancel all documents from being loaded into the viewer.
Figure 11: Attach File dialog
Summary of Changes (6717)
The ability to add multiple documents at a time is now available through the Attach button in the Document
Viewer.
New option of Apply Document Properties to All added to the Attach File dialog.
The following areas have been affected by this change:
Attach File
Document Management
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Document Management Viewer
Revenue Entry Work Tickets Improvements
Crew names assigned to a work ticket now display within the Work Tickets listing in Revenue Entry. You
can also take advantage of new right-click option allowing you view and print work tickets from this grid.
Figure 12: Work Tickets listing in Revenue Entry
Summary of Changes (6736)
Crew listing and right-click option of View Work Ticket added to the Work Tickets tab on the Order
Information tab in Revenue Entry.
The following areas have been affected by this change:
Order Information (Revenue Entry)
Work Tickets
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AR Balance Summary includes Customer number
The customer number now displays along with the customer in the AR Balance Summary section within
the Summary tab in Revenue Entry. This helps identify the exact customer account involved with the
transactions.
Figure 13: AR Balance Summary in Summary tab
Summary of Changes (6737)
Customer Number added to the AR Balance Summary listing
The following areas have been affected by this change:
Summary
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Quick Find added to Claims
We added the Quick Find to the Claims modules. This feature allows you to quickly retrieve a known
order or recently worked order for fast processing.
Figure 14: Quick Find in Claims
Selecting an order in the Quick Find populates the main data grid, just as what occurred when using the
regular Find.
Summary of Changes (6744)
Quick Find added to the Claims module
The following areas have been affected by this change:
Claims
RELEASE FIXES
This section lists any fixes made to MoversSuite for this release.
General/Administration Fixes
Increased field size of the Bill To Contact in Account Profiles Setup
We increased the field size of the Bill To Contact from 30 characters to 61 in Account Profile
Setup to match what is set in Microsoft Dynamics GP. (6334)
Name change for role in profile setup
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The Payment Management Code profile in Admin Profile Setup has been change to Statement
Payment Code to match the actual setup option under the Accounting and Financial Services
menu (Statement Payment Code Setup). (6781)
Integrations Fixes
Atlas import no long overwrites Contract
We corrected an issue where the Contract of a MoversSuite order was being overwritten on an
import from Atlas when the Billing Code was included. With this release, if the Contract is
already set in MoversSuite it is not overwritten. (6797)
Unable to download SIRVA orders
Users were unable to download some SIRVA orders when the salesperson associated to the
download had more than one labor type set (in Personnel Setup). (6899)
Unknown exception occurred importing a SIRVA order
An issue with multiple personnel mappings on a person associated to the order was causing this
error:
An error occurred while importing the downloaded order: an unknown
exception occurred while importing the order.
(6896)
SIRVA statement import multiplying some payments
When importing a SIRVA statement from a text file, some payments were duplicating and even
triplicating. (6916)
Order Information Fixes
Valuation not referencing the Estimated Weight
Valuation amount computed based on weight was referencing the Hauled Weight of an order
only. The application now references the Estimated Weight of an order when the Hauled
Weight is not available. (6147)
Notes
Hauled Weight and Estimated Weight are managed for the order within Move Information and
Billing Information (Revenue Entry).
Valuation amount is computed within Move Information and Claim Detail.
Large files added to Document Management caused misleading error
Document Management can only handle files up to 18 megabytes (MB) in size. If this maximum
is exceeded the error returned was misleading. Now this error reads as, “Sorry, this document is
too big. You cannot upload a file that is more than 18 megabytes.” (6704)
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Payment Management & Cash Receipts Fixes
Only MoversSuite created documents available as No Order receivables
Only MoversSuite created documents display in the Existing AR section for the “No Order”
listing in Payment Application. The AR for the “No Order” should auto-populate with all nonMoversSuite created documents. (6899)
Authority not set on Debit Memo
We found that the authority was not being set on debit memo transactions associated to cash
receipt applied to a journal entry through Payment Application. This causes items to show up as
AR when aging by authority. (6891)
Existing payables not showing under No Order
In a prior release, we added the ability to view and use payables created in Microsoft Dynamics
GP. One of the features that was not working correctly was to display AP items with a balance
and with no MoversSuite order associated to them under the appropriate vendor of the No
Order section. These payables now display correctly in Payment Application. (6900)
Incorrect transactions generated
A Payment Application issue has been fixed that was causing incorrect transaction to be
generated on cash receipts when applied and unapplied amounts went across multiple
branches. (6911)
Zero AP balances showing in Payment Application
Payables with a zero amount were being pulled in for the selected vendor (within the Accounts
Payable section in Payment Application). This has been fixed to only show payables with a
positive amount. (6919)
Error exception when applying a payment by service code
An issue has been corrected that threw the following error when applying to multiple service
codes through the Apply by Service dialog:
Exception: Exception has been thrown by the target of an invocation.
This error is related to recent changes made to bring in existing AR and AP into MoversSuite to
be included in the apply payment process. (6920)
Duplicate payables listing
Related to recent changes to include payables from Dynamics GP into MoversSuite to be
included in the payment apply process, we found and fixed an issue that was causing duplicate
payables to display in the Account Payable section in the Payment Application. (6925)
Upward adjustment on a payment causing error
In Payment Application, an error is returned in the specific case where a payment is received
with an amount that is greater than the invoice amount and an upward adjustment is performed
to take payment back to a zero balance. The error returned is “Applied amount cannot exceed
the remaining positive AR balance on this invoice.” (6799)
Unable to edit a Cash Receipt Batch
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In a prior release, we modified how a Cash Receipts batch is handled in Payment Management.
Inadvertently, we also restricted the ability for a person to edit the batch, specifically to move a
cash receipt to a voided batch.
We modified the application to allow a batch to be edited any time up until it is voided (status of
“Voided”).
Of note, you can also edit a cash receipt until it has been printed or has a status of “In Process”
or “Voided.” (6890)
Payable 1099 flag reverting change when other lines changed
If the 1099 flag is changed on a payable in the Accounts Payable section in Payment Application
and a payable is added or deleted, or if another line is changed, the 1099 flag change was not
being saved. The state of any changed line is now not affected by changes made to other lines in
this section. (6700)
Revenue Entry Fixes
Error running MS Order Transactions report
The MS Order Transactions Report was returning an error from a sub-report. This issue was
related to the changes made to allow multiple labor types on personnel records. (6886)
Increase field size of driver and salesperson names when generating transactions
The driver and salesperson fields on transactions generated in MoversSuite have been increased
to 43 characters (44 including space) to match what is expected in Microsoft Dynamics GP.
(6786)
Tasks Fixes
Task User stripped from merged personnel records
With the advent of the ability to merge personnel records (see Merging Personnel Records), the
Task User on tasks only displays for the primary record of the merge; tasks from records merged
into the primary record no longer have the Task User set for them. With this release, merging
users no longer removes them as a task user. (6908)
Unable to set multiple-digit dependency date on copied tasks
Prior to this release, if a task based on a dependency date was copied, you could only enter the
number of digits set for the number of days due on or before the dependency date, i.e. due date
was five days after the Actual Load date, you could only enter a single-digit number (you were
prevented from enter 10 or higher. This is issue is resolved with this release. (6757)
Roles column added to Task User drop-down selectors
With the change to add support for multiple role assignments to a user’s personnel record, we
also needed to display these multiple roles when selecting or assigning a Task User. With this
release, there is a new Roles column allowing you to view the assignments for users when
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selecting a Task User either to view their to-do listing from the Workflow tab or when adding or
editing a task.
Figure 15: Task User selector in Tasks
If a user has multiple Labor Types (roles) assigned to their record, the Roles column displays
each assignment. If the user has multiple personnel records, they list as individual users, i.e.
separate task users. (6778)
SCHEMA CHANGES
Schema changes for this release can be found by clicking on the following link. These changes may affect
custom reports and other custom development.
Schema Changes Version 5.04
The following link allows you to navigate through all MoversSuite tables and allows you to view field
properties, such as type and maximum value size.
Graphical View of the MoversSuite Database (5.04)
VIDEOS
Below are videos created during this release of MoversSuite.
Overview of MoversSuite 5.04.0
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Version 5.02.0
Online Help
Click here to download release notes (5.02)
RELEASE ANNOUNCEMENTS
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
IMPORTANT RELEASE REQUIREMENTS
The following requirements are needed for this release:


Microsoft Dynamics GP 2013 R2
Microsoft Dynamics GP Build ATIP 12.0.7
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
ADMINISTRATION CHANGES EXIST FOR THIS RELEASE
DATABASE SCHEMA IS AFFECTED BY THIS RELEASE
KNOWN ISSUES EXIST FOR THIS RELEASE
KNOWN ISSUES
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
Task User stripped from merged personnel records
With the advent of the ability to merge personnel records (see Merging Personnel Records), the
Task User on tasks only display for the primary record of the merge; tasks from records merged into
the primary record no longer have the Task User set for them. (6908)
Only MoversSuite created documents available as No Order receivables
Only MoversSuite created documents display in the Existing AR section for the “No Order” listing in
Payment Application. The AR for the “No Order” should auto-populate with all non-MoversSuite
created documents. (6899)
Unable to edit a Cash Receipt Batch
In a prior release, we modified how a Cash Receipts batch is handled in Payment Management.
Inadvertently, we also restricted the ability for a person to edit the batch, specifically to move a cash
receipt to a voided batch. (6890)
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Upward adjustment on a payment causing error
In Payment Application, an error is returned in the specific case where a payment is received with an
amount that is greater than the invoice amount and an upward adjustment is performed to take
payment back to a zero balance. The error returned is “Applied amount cannot exceed the
remaining positive AR balance on this invoice.” (6799)
Citrix issue with phone number control
An issue that cannot be replicated is causing the phone numbers within the Shipper Contact
Information section (Name, Address, Phone tab) to disappear and then reappear when a user clicks
on that section, however, the user cannot edit them until they press Cancel (on the order) and then
attempt to Edit again. (6409)
RELEASE ENHANCEMENTS
This section lists the enhancements made to MoversSuite for this release.
NO ENHANCEMENTS EXIST FOR THIS RELEASE
RELEASE FIXES
This section lists any fixes made to MoversSuite for this release.
General/Administration Fixes
Merge/Cancel buttons in wrong order in Merge Personnel
The Merge and Cancel buttons were in the wrong order, which was causing some confusion
since the application generally has the Cancel option to the right. The order of these buttons in
the Merge Personnel dialog (see Merging Personnel Records) has been corrected to list Merge
on the left and Cancel on the right. (6761)
Hide System Type in event type setup areas
The System Type checkbox was appearing when defining new Equipment Event Type Setup and
Personnel Event Type Setup records. The System Type flag is used internally by MoversSuite.
(6426)
Integrations Fixes
UniGroup AOM Registration Send can blank out phone numbers
UniGroup AOM Registrations Sends that do not include the phone number will no longer blank
out existing phone numbers on the order (refer to UniGroup Downloads). (6468)
Claims Fixes
Task due date not set on certain dependency date type
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The Due Date for a claim (visible within the main Claim grid and within Claim Detail) was not
being set on tasks associated to the Claim Settlement Assigned to Vendor Date dependency date
(see Task Dependency Dates). (6755)
Payment Management Fixes
Auto Apply for invoices not working for some scenarios
Negative items associated to service codes for an invoice were not showing in the Apply by
Service dialog. These items, therefore were not included when auto-applying at the Invoice
Level causing the Payment Balance to be non-zero when it appeared that all payments were
satisfied. This Payment Application issue has been corrected. (6803)
Payment Balance not correct after upward adjust to fully applied Service Code Item
When an upward adjustment was made to a fully applied item, the Payment Balance was not
correct. The Payment Balance now updates correctly at all times (see Payment Application).
(6793)
CSV Import not apply when driver number exceeds seven characters
The application was not automatically applying to a vendor's account on a CSV Import when the
driver number exceeded seven characters. The Driver Number field has been increased to
accommodate the largest possible driver number (15 characters; refer to the Driver Number
filed in the Dispatch tab of Personnel Setup). (6504)
Payment Management and Revenue Entry Fixes
Reversals to commissions in MoversSuite causing incorrect Commission Statement
Adjustments and reversals to commissions through MoversSuite were causing the Commission
Statement to display incorrect data. MoversSuite was creating extra apply to documents that
caused this problem; MoversSuite has been modified to no longer include incorrect apply to
documents. (6787)
Reversing transactions already posted in Dynamics GP not apply to original transaction
Recent changes to our ATIP integration with Microsoft Dynamics GP allowed for the process to
handle multiple applies. However, if transaction that was already posted in Dynamics GP is
reversed and then imported back into MoversSuite, the new transaction does not affect the
original transaction. This issue has been corrected in this version of MoversSuite. (6775)
Tasks Fixes
Update Tasks to better utilize recent Labor Type changes
The drop-down when selecting a Task User now displays each user along with their Role, which
displays the role or roles assigned to the user through the Labor Type assignment within their
Personnel Setup record.
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Figure 16: Task User menu in Tasks module
If a user has multiple Roles, then each assigned role displays in the Roles column, such as the
“Barrett, Chris” record in the above example (Fig. 1). If the user has separate personnel records,
then they display for each record they have, such as the “Anderson, Julie” records above. (6762)
SCHEMA CHANGES
Schema changes for this release can be found by clicking on the following link. These changes may affect
custom reports and other custom development.
Schema Changes Version 5.02
The following link allows you to navigate through all MoversSuite tables and allows you to view field
properties, such as type and maximum value size.
Graphical View of the MoversSuite Database (5.02)
VIDEOS
Below are videos created during this release of MoversSuite.
NO NEW VIDEOS FOR THIS RELEASE
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Version 5.01.1
Online Help
Click here to download release notes (5.01)
RELEASE ANNOUNCEMENTS
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
IMPORTANT RELEASE REQUIREMENTS
The following requirements are needed for this release:


Microsoft Dynamics GP 2013 R2
Microsoft Dynamics GP Build ATIP 12.0.7
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
ADMINISTRATION CHANGES EXIST FOR THIS RELEASE
DATABASE SCHEMA IS AFFECTED BY THIS RELEASE
KNOWN ISSUES EXIST FOR THIS RELEASE
KNOWN ISSUES
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
Task User stripped from merged personnel records
With the advent of the ability to merge personnel records (see Merging Personnel Records), the
Task User on tasks only display for the primary record of the merge; tasks from records merged into
the primary record no longer have the Task User set for them. (6908)
Upward adjustment on a payment causing error
In Payment Application, an error is returned in the specific case where a payment is received with an
amount that is greater than the invoice amount and an upward adjustment is performed to take
payment back to a zero balance. The error returned is “Applied amount cannot exceed the
remaining positive AR balance on this invoice.” (6799)
Citrix issue with phone number control
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An issue that cannot be replicated is causing the phone numbers within the Shipper Contact
Information section (Name, Address, Phone tab) to disappear and then reappear when a user clicks
on that section, however, the user cannot edit them until they press Cancel (on the order) and then
attempt to Edit again. (6409)
RELEASE ENHANCEMENTS
This section lists the enhancements made to MoversSuite for this release.
Report Groups Added
Custom groups are now available for categorizing the Reports Menu. Your company can define any
number of report groups and assign specific reports to this menu through the new Report Group Setup.
For example, all reports related to Local Dispatch can be placed in a group titled, “Dispatch.”
Figure 17: Groups in Reports Menu
Report Groups are visible to all users, however, report access remains specific to each Report Profile
(see Report Profile Setup).
Related to this change is the ability to offer more reports through the Print Label button in Name,
Address, Phone. We replaced the System Report IDs of “HLAB” and “OLAB” with “LABL.”
CHANGE SUMMARY (6413):
The following have been added or modified:
Report Group Setup
Standard Report and Document Listing
System Report ID Setting
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Recall Previous Find Values
User can now retrieve the search criteria values used from a prior search. The Use search criteria from
previous Find option is available in all Find dialogs and when checked, automatically fills in the values of
the last successful search.
Figure 18:Find Order(s) By dialog
CHANGE SUMMARY (6603):
The following have been added or modified:
Find
Find Search Criteria
Find Search Tips
Payment Management:
Remove Single Letter Payment Codes
We removed all reliance on single letter M, C, and P codes to indicate the payment type. New payment
codes and setup are now referenced by statement import process and within Payment Management.
The default Payment Codes provided by MoversSuite are:
Claim (known as “C” prior to this change)
Payable (“P”)
Receivable (“M”)
Several places were modified to allow room for the entire Payment Code and remove any reference to
M, C, and P codes. These screens include Split Statement, Detail Processing, and Payment Application
(6315, 6240).
We updated the Payment Management Type Mapping Setup to include the ability to define different
Payment Codes (other than “Claim,” “Payable,” and “Receivable.”) and to define mappings that link
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these Payment Code values to particular external applications, such as van lines (6399). All existing
mappings will be converted from the old setup to the new Statement Payment Code Setup.
An additional option allows administrators the ability to automatically set the vendor based on the
driver included on the statement. This flag is titled Always Attach Driver and when set for an interface
mapping instructs the application to set the vendor based on the imported driver (6474). Note: The
Charge Matching Vendors option must be set in order for this functionality to work (see Statement
Import Summary).
CHANGE SUMMARY (6315, 6240, 6399, 6474):
The following have been added or modified:
Apply by Service
Detail Processing
Payment Application
Payment Management
Statement Payment Code Setup
Select Payment Code
Split Statement
Payment Management:
Claims Processing Option Removed
The Claim Processing menu has been removed from the right-click options in Payment Management
(6452).
Payment Management:
Show Invoices Option Removed
Show Invoices option in Payment Application was causing performance issues when attempting to
display a large number of items. This option has been removed. Now only items with a balance display in
the Applied Accounts Receivable and other sections in this screen.
CHANGE SUMMARY (6515):
The following have been added or modified:
Payment Application
Payment Management & Revenue Entry:
Invoice Option Added to Document View in Dynamics GP Order Inquiry
The Dynamics GP Order Inquiry now provides a “Invoice” option within the Document View option. With
the Invoice view selected, the data grid displays each invoice for the order along with all items
associated to the invoice.
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Figure 19: Dynamics GP Order Inquiry
CHANGE SUMMARY (6518):
The following have been added or modified:
Dynamics GP Order Inquiry
Payment Management:
Allow Upward Adjustment by Service Code
Users can now over apply at the Service Code Level in Apply by Service, i.e. the Applied amount can
exceed the Balance. Prior to this release, only downward adjustments were allowed (6395).
Figure 20: Apply by Service dialog
CHANGE SUMMARY (6395):
The following have been added or modified:
Apply by Service
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Payment Management:
Process True Cash Receipts
Users can now process true cash receipts through Payment Application. A new administrative setup
allows users to define a clearing account specific to all payment apply processing (see Payment
Management Clearing Account Setup).
CHANGE SUMMARY (4881):
The following have been added or modified:
Payment Application
Payment Management Clearing Account Setup
Payment Management:
Allow Over Apply of Payment
Users can apply more than the payment amount using any combination of transactions as long as the
resulting payment balance is zero (0). For instance, if over applying a payment to accounts receivables
results in a negative Payment Balance, a user must create journal entries and/or payable entries to get
the balance to a zero amount.
CHANGE SUMMARY (5297):
The following have been added or modified:
Apply by Service
Payment Application
Payment Management:
Summarize Payments on UniGroup Statement Import
We now summarize all payments (receivables) for an order imported from UniGroup. For each order, a
single payment is created for all line items that map to a Payment Code associated to a “Receivable;” all
negative and positive items are combined into one single entry; the Statement Import Detail screen lists
each individual item comprising the payment amount.
Auto apply functions as it did prior to this release by applying all positive payment amounts for a
particular service code up to the balance on the service code or the AR balance.
CHANGE SUMMARY (6578):
The following have been added or modified:
Apply by Service
Payment Application
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RELEASE FIXES
This section lists any fixes made to MoversSuite for this release.
NO RELEASE FIXES
SCHEMA CHANGES
Schema changes for this release can be found by clicking on the following link. These changes may affect
custom reports and other custom development.
Schema Changes Version 5.01
The following link allows you to navigate through all MoversSuite tables and allows you to view field
properties, such as type and maximum value size.
Graphical View of the MoversSuite Database (5.01)
Videos
Below are videos created during this release of MoversSuite.
MoversSuite 5.01.1 Overview
This video details the changes made to MoversSuite at version 5.01.1 including administrative setup
and usage of Report Groups, Payment Management Enhancements that allow upward adjustments,
over apply of payments, and more.
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Version 5.00.0
Online Help
Click here to Download Release Notes
RELEASE ANNOUNCEMENT
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
IMPORTANT RELEASE REQUIREMENTS
The following requirements are needed for this release:


Microsoft Dynamics GP 2013 R2 (Service Pack 2)
Microsoft Dynamics GP Build ATIP 12.0.6
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
ADMINISTRATION CHANGES EXIST FOR THIS RELEASE
DATABASE SCHEMA IS AFFECTED BY THIS RELEASE
REPORTS ARE AFFECTED BY THIS RELEASE
KNOWN ISSUES
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
RELEASE ENHANCEMENTS
Click here to watch the MoversSuite 5.00.0 Overview
This section lists the enhancements made to MoversSuite for this release.
Support for Multiple Labor Types per User
In past versions of MoversSuite, a person could only be assigned to one labor type (or role). In many
companies a person can have several roles. Further, a person may need to be commissioned differently
based on their role.
To overcome the restriction of assigning a single labor type to a person, a company had to create
multiple personnel records for a given person.
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With this version, MoversSuite allows a company to assign multiple labor types to one personnel record.
Only one record to manage! Further, we’ve added a merge option so that administrators can locate all
personnel records and combine them into a single record.
The following are the highlights of the enhancement made to support multiple labor types per user.
Administrators can assign multiple labor types to an individual Personnel Setup record. They can also
mark one to be the default for auto-assignment function in Local Dispatch.
New phone control provides a more efficient way to manage employee phone numbers.
Figure 21: Personnel Setup - General tab
Administrators can assign labor types to each interface the employee maps to for external systems
(refer to Interface Mapping tab under Personnel Setup)
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Figure 22: Personnel Setup – Add Employee Interface Mapping
Vendor identification can be assigned to each role (Labor Type) the person associates to under the
Accounting tab.
Figure 23: Personnel Setup - Accounting tab
With this change, the Labor Type associated to the person receiving a commission, or who displays as a
Commissionable Employees, shows along with their name. Hover over the commission listing in the
Transactions grid to see the name and Labor Type. The Labor Type also shows next to the person when
adding or modifying commission (refer to the Person field in Add Revenue Commission).
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Figure 24: Add Revenue Commission
In Local Dispatch, the “Assign Crew” right-click options transforms into “Assign As” allowing dispatchers
to choose the appropriate role for the assignment. We now list the Role(s) set for the crew member as
well; previously this column was titled, “Type.”
Figure 25: Local Dispatch - Assign As option
Additionally, in the Edit/Assign Crew screen, they’ll have the option to modify the role, as well.
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Figure 26: Local Dispatch - Edit Crew
New “Advance As” option replaces “Advance Management” when multiple labor types exist that can
draw an advance from.
Figure 27: Local Dispatch - Advance As option
Labor Type also displays next to the employee within the Commissionable Employees section in
Revenue Entry.
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Figure 28: Revenue Entry - Commissionable Employee tab
The size of the Note attached to a Personnel Setup record is now unlimited in size. On prior versions the
Note was limited to 60 characters.
The Employee Commission Plans Report has been modified to reference the vendor associated to
an employee and new Labor Type mapping tables.
Merging Personnel Records
Merging personnel records is optional. MoversSuite does not merge any of your personnel records,
however we do provide a function in MoversSuite Administration that allows you to merge all
records selected in a search. For example, administrators can open Personnel Setup, search for all
records for “John Smith”, and the select the Merge Items Shown option.
A prompt displays requesting which record is to be the primary record; all other listed records are
merged into the primary record. The merge tool takes all data and updates the primary record and
removes all other records.
Figure 29: Merge Personnel dialog
All data is merged into one Personnel Setup record. The merge tool combines Branch and Interface
Mapping data into one listing. All Safety events from all merged records will be available on the
primary record.
Before merging, we recommend that you identify the primary or base record and update this
record’s information from all those you’re merging with.
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Refer to Merging Personnel Records topic for merge procedures.
CHANGE SUMMARY (4716):
The following have been added or modified:
Add Group Commissions
Add Split Commission
Assign Crew
Commission Plan Setup
Dispatch Center
Employee Commission Plans Report
Merging Personnel Records
Order Information (Revenue Entry)
Personnel Setup
Right-Click Options (Local Dispatch)
Schema Changes Version 5.00
Transactions
RELEASE FIXES
This section lists any fixes made to MoversSuite for this release.
Claims Fixes
Field Label Change on Claim Find
The label reading “Actual Date Created” in the Find evoked through Claims was incorrect. It
actually refers to the “Actual Claim Received” date in Claim Detail. This label now reads correctly
(see Claim Information Search Criteria) (6655).
General Fixes
MoversSuite Versioning Format Updated
MoversSuite version numbering format has been updated to 5.00.0, with the “5” being the
major release, the “00” being the minor release, and the last “0” being for incremental releases
that may come out in between minor releases.
We provide a release every two weeks, therefore future numbering will be as follows:
5.00.0
5.01.0
5.02.0 and so on.... (6727)
Revenue Entry Fixes
No Longer Importing Rate on a Rating Send if No Quantities
Prior to this release, MoversSuite imported the rate on UniGroup Rating Send regardless of
whether the quantities were not included in the send. The issue appeared when invoicing. The
rate was set but listed zero for the quantities. Now the rate is only set when there are quantities
associated to it (6644).
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SCHEMA CHANGES
Schema changes for this release can be found by viewing the Schema Changes Version 5.00 topic. These
changes may affect custom reports.
Click here for a graphical interpretation of the MoversSuite database schema (5.00).
Videos
Below are videos created during this release of MoversSuite.
MoversSuite 5.00.0 Overview
This video details the changes made to MoversSuite at version 5.00.0, including administrative setup
and usage of multiple Labor Types, using the merge tool to combine personnel records, and touches
on the fixes made at this release.
Merging Personnel Records
Using the Merge Items Shown option within MoversSuite Administration is covered in this video.
Version 4.100
Online Help
Announcements
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
NO ANNOUNCEMENTS MADE AT THIS RELEASE
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Release Enhancements
This section lists the enhancements made to MoversSuite for this release.
NO ENHANCEMENTS MADE AT THIS RELEASE
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Release Fixes
This section lists any fixes made to MoversSuite for this release.
General Fixes
SQL Exception on Advances to Newly Added Employee
An SQL exception appeared when generating advance transactions for a newly added employee.
The exception was a result of missing permissions to the ItemTableType entry. The MssExec
role, which is part of MoversSuite User Setup for SQL Security, has been updated to include the
EXECUTE permissions to the ItemTableType entry (6703).
Revenue Clerk not set when Duplicating Orders
An issue with the Create Duplicate Order function not populating the Revenue Clerk is now fixed
(6432).
Schema Changes
This section lists any database changes that occurred at this release. These changes may0 affect custom
reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.100).
Printable release notes
Version 4.98
Online Help
Announcements
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
NO ANNOUNCEMENTS MADE AT THIS RELEASE
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Release Enhancements
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This section lists the enhancements made to MoversSuite for this release.
NO ENHANCEMENTS MADE AT THIS RELEASE
Release Fixes
This section lists any fixes made to MoversSuite for this release.
Administration Fixes
Hide Disabled Configurations from Administrators
Administrators will only see functionality their company has appropriate privileges to access.
Prior to this release, administrators were able to see configuration screens and settings that
were inactive at a company-level (6516).
AR Credit & Collections Fixes
Unable to Read Dollar Amount in Aging Graph
The dollar amount for each date range group is no longer the same color as the bar representing
it. Prior to this release, users were unable to read the amounts in the AR Aging Graph in the
Customer Information section (5740).
Payment Management Fixes
Wildcard Search Character Now Works Correctly in GL Account Find
The percent character % wildcard now works on the front end of value when searching accounts
in the GL Account Find. For example, if searching for “clearing” somewhere in the description of
a GL account, you can enter “%clearing” and list of all entries containing that word display. This
works for the GL Number as well, e.g. “%-1001-155”.
Prior to this release, the % wildcard only worked in the GL field when searching for GL or
Description records (6610).
Tasks Fixes
Duplicate Tasks Generated in Error
An issue has been corrected where duplicate task items were created when a manually added
task (“free” task) was associated to a new extra stop or job (6669).
Schema Changes
This section lists any database changes that occurred at this release. These changes may0 affect custom
reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.98).
Printable release notes
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Videos
Below are videos created during this release of MoversSuite.
NO NEW VIDEOS FOR THIS RELEASE
Version 4.96
Online Help
Announcements
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
NO ANNOUNCEMENTS MADE AT THIS RELEASE
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Users unable to read amount on the aging graph in AR Credit & Collections due to the bar being the
same color as the amount (5740).
Release Enhancements
This section lists the enhancements made to MoversSuite for this release.
NO ENHANCEMENTS MADE AT THIS RELEASE
Release Fixes
This section lists any fixes made to MoversSuite for this release.
Installations/Conversions Fixes
Shorter MoversSuite Installer Name
MoversSuite installer file has been renamed to reference a shortened version number instead of
the longer version that included the full build number. With this fix, the name of the installer file
is in the format of “MoversSuiteN.NN_ClientSetup”, where N.NN is the shortened MoversSuite
version number, e.g. “4.96” (6605).
Users can Change Installation Location of the MoversSuite Client
Users can now change the installation location of the MoversSuite client. Prior to this release,
users were unable to modify the Destination Folder as it pertained strictly to the location of the
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MoversSuite Administration location. A recent change prevented users from changing the
Destination Folder for the install location of the MoversSuite client. With this release, users can
change the location of the MoversSuite client location (in MoversSuite Setup).
The location of MoversSuite Administration now exists as a subfolder (specifically named
“MoversSuite Admin”) within the location set for the MoversSuite client (6608).
Integrations Fixes
Missing Detail/Payments on Atlas Statement Import
Issue with missing details on an Atlas statement import has been resolved. Atlas payments
without distributions were inappropriately merged with payments that have no distribution
(and summarized by order). MoversSuite has been modified to not include any payment without
distributions when summarizing by order in the Statement Import Detail (6607, 6643).
Schema Changes
This section lists any database changes that occurred at this release. These changes may0 affect custom
reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.96).
Printable release notes
Videos
Below are videos created during this release of MoversSuite.
NO NEW VIDEOS FOR THIS RELEASE
Version 4.94
Online Help
Announcements
Please read the following announcements regarding functionality and hardware/software changes for
this release of MoversSuite.
NO ANNOUNCEMENTS MADE AT THIS RELEASE
NOTE: Refer to the Hardware Requirements topic in our System Requirements for more
information on the requirements for Microsoft Dynamics 2013.
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
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There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Users unable to read amount on the aging graph in AR Credit & Collections due to the bar being the
same color as the amount (5740).
Release Enhancements
This section lists the enhancements made to MoversSuite for this release.
NO ENHANCEMENTS MADE AT THIS RELEASE
Release Fixes
This section lists any fixes made to MoversSuite for this release.
Revenue Entry Fixes
When a commission or third party amount is adjusted down, the resulting transaction now has
Apply To document created. Prior to this fix, no Apply To document was created for
commissions or third party transactions (6366). Note: Microsoft Dynamics GP 2013 and ATIP Version
12.0.2 required for this fix. See the Announcements (above).
Schema Changes
This section lists any database changes that occurred at this release. These changes may0 affect custom
reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.94).
Printable release notes
Videos
Below are videos created during this release of MoversSuite.
Using Online Help
Watch this video to learn more about our Online Help with a focus on finding the topics you need to.
Visit our Support page or see the Video Training topic for more videos.
Version 4.92
Online Help
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
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There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Users unable to read amount on the aging graph in AR Credit & Collections due to the bar being the
same color as the amount (5740).
Release Enhancements
NO ENHANCEMENTS MADE AT THIS RELEASE
Release Fixes
Revenue Entry Fixes
MoversSuite takes advances off hold only when commissions are paid to the employee (vendor)
that received the advance. Prior to this change, any revenue generated on an order would
remove any advances (6513). See Holds on Advances for more information).
Schema Changes
The following table contains the database changes made at this release. These changes may affect
custom reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.92).
Printable release notes
Version 4.90
Online Help
Known Issues
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Users unable to read amount on the aging graph in AR Credit & Collections due to the bar being the
same color as the amount (5740).
Release Enhancements
The following enhancements to MoversSuite are available in this version of MoversSuite.
Refresh Added to Revenue Entry
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A refresh option is now available in Revenue Entry. Pressing Refresh updates the open order
with the latest data from MoversSuite and Microsoft Dynamics GP. Order Personnel is updated
as well.
Figure 30: Refresh added to Revenue Entry
CHANGE SUMMARY (6482):
The following have been added/modified:
Order-Level Functions
Revenue Entry
Fields Added to Local Dispatch Grids
The following data fields are now available in Dispatch Center, Local Services, and Requested Services:
New Field
Description
Created On
Displays the date and time the service was created through Add Local Service along
with the name of the MoversSuite user that created it.
Created By
Submitted On
Submitted By
Cleared On
Cleared By
Last Edited
Last Edited By
Date and time the service was sent to dispatch along with the name of the person
that submitted it, which can be the dispatcher that created the service through Add
Local Service or the person that performed a Send to Dispatch.
The date and time the service was cleared along with the name of the dispatcher that
cleared the service through Requested Services displays.
If the service was edited (through Add Local Service), then the date and time and the
name of the person that last edited the service displays.
CHANGE SUMMARY (6489):
The following have been added/modified:
Dispatch Center
Local Services
Requested Services
Release Fixes
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Payment Management Fixes
A negative, and incorrect, unapplied amount was being set when pressing Clear within
the Unapplied Amount menu (in Payment Application). With this release, the Unapplied
Amount is set correctly when Clear is pressed (6581).
Schema Changes
The following table contains the database changes made at this release. These changes may affect
custom reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.90).
Printable release notes
Version 4.88
Online Help
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
An incorrect Unapplied Amount was computed when the Clear button was pressed (in the
Unapplied Amount drop-down in Payment Application). This resulted in the application creating an
invalid debit memo along with the correct payment/credit memo (6581).
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Users unable to read amount on the aging graph in AR Credit & Collections due to the bar being the
same color as the amount (5740).
Release Enhancements
NO ENHANCEMENTS MADE AT THIS RELEASE
Release Fixes
General/Administrative Fixes
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User receives an out of memory error adding or updating the Customer field on multiple
Account Profile Setup records at the same time (5560).
Move Management Fixes
The Find in Long Distance Dispatch only checks the Hauled Weight of an order when searching
for records. The search should include the Estimated Weight of an order as well.
The “Hauled Weight” label in the Dispatch Information tab of the Find has been changed to
“Weight” and the search now includes checking the Estimated Weight of an order if the Hauled
Weight is not set.
See Dispatch Information Search Criteria for more information (6481).
Revenue Entry Fixes
Negative rates now populate on Add Revenue Item and Add Revenue Group screens. Before this
fix only positive rates defined in Rate Plan Setup would show when adding and modifying
revenue items/groups (6488).
The application automatically sets the weight referenced for rating calculations on quotes when
the Rate Type is “100-Weight.” The applications checks the Billed Weight of the order first to set
the rating weight. If Billed Weight is not set, then the application checks the Hauled Weight and
then checks the Estimated Weight last. Once a weight is found, it is pulled into the rating data
for the item.
Refer to Rate Type Setup and Add Quote for more information (6121).
Schema Changes
The following table contains the database changes made at this release. These changes may affect
custom reports.
NO SCHEMA CHANGES FOR THIS RELEASE
Click here for a graphical interpretation of the MoversSuite database schema (4.88).
Printable release notes
Version 4.86
Online Help
Announcements
.NET Framework 4.5 Required
.NET Framework 4.5 is required for this release and will need to be installed on any computer and
server running MoversSuite. View information and download this update through the following link:
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http://www.microsoft.com/en-us/download/details.aspx?id=30653
See MoversSuite Compatibility for a list of supported applications and System Requirements for a
list of hardware and software requirements for this release.
PowerShell 3.0 Required
PowerShell 3.0 is required on the server where the deploy tool is installed, typically the SQL server.
Click the following link to download PowerShell 3.0:
http://www.microsoft.com/en-us/download/details.aspx?id=34595
See MoversSuite Compatibility for a list of supported applications and System Requirements for a
list of hardware and software requirements for this release.
Microsoft Dynamics GP 2013 Compatibility
MoversSuite is compatible with Microsoft Dynamics GP 2013.
See MoversSuite Compatibility for a list of supported applications and System Requirements for a
list of hardware and software requirements for this release.
Microsoft SQL2005 No Longer Supported
Microsoft SQL2005 is not supported.
See MoversSuite Compatibility for a list of supported applications and System Requirements for a
list of hardware and software requirements for this release.
Known Issues
The following issues are known problems that may affect your decision to upgrade to this version of
MoversSuite. The following are not fixed for this release.
An incorrect Unapplied Amount was computed when the Clear button was pressed (in the
Unapplied Amount drop-down in Payment Application). This resulted in the application creating an
invalid debit memo along with the correct payment/credit memo (6581).
There are issues with phone number rankings in Shipper Contact Information section (on the Name,
Address, Phone tab) not setting correctly through Citrix (6409).
Users unable to read amount on the aging graph in AR Credit & Collections due to the bar being the
same color as the amount (5740).
Release Highlights
This section features the improvements we’ve made to MoversSuite at this release.
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New Payment Application Screen in Payment Management
A new screen is available to process payments within the Payment Management. Pressing Apply from
the Detail Processing tab accesses the new Payment Application screen; this screen replaces the Wizard
screens used prior to this release.
Figure 31: Payment Application screen
Refer to the Payment Application topic and the following videos for operating instructions and
field/function descriptions.
View the Payment Management product page for videos and more information on the changes we
made.
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CHANGE SUMMARY (Ref #5188.4.64):
The following have been modified:
Detail Processing
Payment Application
Payment Management
Schema Changes Version 4.86
Split Statement
Statement Import Detail
Statement Import Summary
Statement Import Summary (Generic Import)
Commission Plan Effective Dates
Effective dates have been added to MoversSuite commission plans. Administrators can define which
plan details are in effect based on a set effective date range and compared to a particular MoversSuite
move date, as defined by the Effective Date Basis set for the Commission Plan Setup record.
Figure 32: Commission Plan Setup
The effective date range can apply to each detail record associated to a plan through the Commission
Plan Details set for each Commission Plan Setup record.
Figure 33: Commission Plan Detail record
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By default, all existing plans will be in effect, i.e. there is no starting or ending date assigned to the
details of each plan. It’s up to each company to assign dates, if desired.
Please refer to the Commission Plan Setup section for detailed information.
Additionally, personnel records have also been modified to allow for multiple commission plans per
employee. Each plan can be assigned to an effective date range, as well.
Figure 34: Effective date fields in Personnel Setup
With these changes, a company can define different commission percentages (contracts) to be in effect
based on date ranges assigned to each commission plan and on each commissionable employee.
The Commission Plan Details Report and Employee Commission Plans Report were updated to display
the effective date range.
CHANGE SUMMARY (Ref #4431.4.66, #5949.4.68, #6110.4.72):
The following have been modified:
Commission Plan Details Report
Commission Plan Setup
Employee Commission Plans Report
Personnel Setup
Schema Changes Version 4.86
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Transactions Generated Dialog for Revenue Entry
Prior to this release, an information-only dialog appeared when transactions were generated. This dialog
listed the number of transactions generated. Now, this dialog has been updated to prompt the user to
update the Bill Date and Order Status for the MoversSuite order, as well.
Figure 35: Transactions Generated dialog
CHANGE SUMMARY (Ref #6107.4.74):
The following have been added or modified:
Transactions Generated
Auto Ranking of Phone Numbers
MoversSuite automatically ranks newly added phone numbers within the Shipper Contact Information
section.
CHANGE SUMMARY (Ref #5994.4.62):
The following have been modified:
Name, Address, Phone
Order Information (Revenue Entry)
Sales Lead Information
Schema Changes Version 4.86
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Safety Fields Added
Several new safety fields have been added. They include the following fields administered through
Personnel Safety Setup and visible within Safety Information.
Figure 36: New fields on Safety Information screen
New Safety Field Descriptions
Background Check CID
The Certified Identification (CID) provided by this employee that was provided for
background verification.
Next Background Check
The date of the next scheduled background check for this employee displays.
Last Background Check
Last date a background checked was performed on this employee.
Next MVR
Date of the next Motor Vehicle Report (MVR) for this employee.
Last MVR
Date of the last MVR for this employee.
The Personnel Expirations Report has been update to display Next MVR Date and Next Background
Check.
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Refer to Safety Information for detailed description for more information.
CHANGE SUMMARY (Ref #6026.4.66, Ref #6136.4.72):
The following have been modified:
Personnel Expirations Report
Personnel Setup
Safety Information
Schema Changes Version 4.86
Task Performance Update
We’ve modified the Tasks system by improving the speed in which tasks display. This change affects
both the Workflow and Tasks tab.
CHANGE SUMMARY (Ref #5969.4.72):
The following have been modified:
Schema Changes Version 4.86
Tasks
Workflow
Transportation Coordinator updated on Atlas Download
The Atlas Download has been updated to import and set the Transportation Coordinator of an order
when the CSR Information is included.
CHANGE SUMMARY (Ref #6027.4.80):
The following have been modified:
Atlas Order Download Content
Order Information
Sorting added to the Store Information grid
The data grid that lists the job information in Store Information tab has been modified to
include the ability to sort the data by one or more data columns.
CHANGE SUMMARY (Ref #6288.4.80):
The following have been modified:
Store Information
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Icons Added to MoversSuite User Interface
We’ve added icons to represent the MoversSuite modules in order to provide a quick visual reference.
Our intent is for you to locate the desired module faster. Building upon this, we redesigned the
application to display this icon in place of the module title in the Information Bar as well, which also
doubles as a drop-down menu for even faster access to modules available to users.
Access the drop-down by clicking the icon or by using the shortcut of Ctrl+G. Using this shortcut enables
the hotkeys, i.e. “O” for Order Information, allowing you to quickly jump to a different module.
Figure 37: MoversSuite navigation drop-down menu
An additional keyboard shortcut of Ctrl+H directs the user back to the Contents Screen.
The Go To menu no longer exists. Functions that were listed under this menu are listed under the Tools
Menu.
Refer to the MoversSuite Application topic for more information.
CHANGE SUMMARY (Ref #6137.4.82):
The following have been added or modified:
AR Credit & Collections
Cash Receipts
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Claims
Contents Menu
Contents Screen
Information Bar
International Orders
Keyboard Shortcuts
Local Dispatch
Long Distance Dispatch
Order Information
Payment Management
Revenue Entry
Special Services
Tasks
Toolbar
Tools Menu
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Claims Improvements
The Claims Detail screen has been updated to list the number of Days Open. The calculation of this field
has been modified to display the number of days difference between the Actual Claim Received date
and the Actual Closed to Customer date or the current day, if the Actual Closed to Customer date is not
set.
The Claims data grid now includes the following fields:
 Claim Form Sent
 Actual Claim Received
 Closed to Customer (actual)
The Find in Claims now includes
 Actual Date Created range
 Actual Date Closed range
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CHANGE SUMMARY (Ref #6287.4.82):
The following have been added or modified:
Claim Detail
Claim Information Search Criteria
Claims
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View the Payment Management product page for videos and more information on the changes we
made.
Videos
MoversSuite Version 4.86 Overview
Overview of the enhancements made to MoversSuite in Version 4.86.
Payment Application
Overview of the functions and usage of the new Payment Application screen.
Navigating Payment Application
Using shortcuts and hotkeys to work in Payment Application screen without a mouse.
AR Credit & Collections: Basic Functionality & Usage
In-depth video on all functions of the AR Credit & Collections module and some great workflow
suggestions as well.
Using Document Management
This video covers the basics of using the Document Management system and includes TransDocs
Integration. This is a beginner level course.
Release Fixes
Claims Fixes
The Task Dependency Dates of “Claim Created On” is now populating correctly (6225).
Prior to this release, a user was able to select “Temporary” vendors the Vendor list in
Settlement Entry. Now, only “Active” vendors display and can be selected (6156).
Document Management Fixes
We modified the Document Management Viewer to load documents incrementally to avoid
timeout errors. Before this fix, the viewer returned an error when attempting to attach a large
amount of documents for an order (5822).
Sending an email from the Document Management Viewer no longer causes an overflow error
(6200).
General/Administrative Fixes
Login username is now 32 characters long and the password can be up to 64 characters and now
both match what is set within Personnel Setup (5748).
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Entering percentage values within is now standardized and intrinsic, i.e. you can easily enter
“10.5” for 10.5% (6318).
License key decryption issue was causing a “Login failed for user…” This has been corrected and
better error messaging has been provided (6153).
All complete GL Number entries are validated within the Admin Tool. This change affects the
following setup areas (6427):
Advance Setup
Payment Management Posting Account Setup
Storage Deferral Setup
System-defined event types for Equipment Event Type Setup and Personnel Event Type Setup
(those with the System Type flag set) are now hidden and cannot be modified (6426).
A mismatch on the Equipment Number to the Van Number setting was causing an error in
Personnel Setup. The field size of the Van Number has been updated to store 12 characters,
which matches the Equipment Number assignable through the Dispatch tab (6403).
Roles are no longer available in Admin Profile Setup when the Security Module is not activated
(6478).
Integration Fixes
Discount percentage is now included on a download from Atlas. Prior to this change,
MoversSuite was updating the incorrect discount field (5988).
Survey Date no longer cleared out on UniGroup Registration uploads (6030).
If the email is not included on a download, it no longer blanks out the email of the order (6192).
When the Target Application of a UniGroup Rating download is “BL”, MoversSuite no longer
overwrites (updates) any load, pack, or delivery dates set for the order (6248).
The Atlas Statement Import process has been updated to recognize a different field in the
statement to identify the service codes being imported. Additionally, multiple payments for the
same order will be grouped together into a single payment (6231).
Installation/Conversions Fixes
Conversion issue with empty phone numbers on an order has been resolved (6124).
A pre-conversion script requires the Shipper Phone Type of “Additional Phone Contact” exist.
This change ensures that it exists prior to running the script (6130).
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The deploy process was interpreting the reports folder as case-sensitive. It now ignores the case
when locating the reports folder (6230).
During the upgrade, we were reinstalling the config.xml file for the “ThirdParty” menu. So, any
custom entries made to this file were overwritten. We have modified the install process to not
overwrite this file, however, the changes for this upgrade will overwrite it on the first upgrade
with this change; after this first upgrade, the config.xml file not be overwritten by the upgrade
process.
Additionally, we will include in the upgrade a default.xml file that you can use to recover with it.
It contains the basic configurations set upon initial setup. The default.xml file is update
(reinstalled) during each upgrade (5579).
Invoicing Fixes
The Invoice Report option now displays a default setting when only one invoice is defined (as
“REVI” System Report ID type set in Report Setup). Prior to this fix, if a single report option was
available then it did not automatically display unless the customer was an EDI customer (see
Military EDI Invoice Integration for more information) (5560)
Prior to this release, if an error occurred in the Sales Tax Integration generation process, then
the transaction table remained locked and prevented the transaction(s) in error to not rollback
correctly. This issue has been corrected (6158)
MoversSuite displays a warning if EDI Item Code 28A or 28B are on a Military EDI Invoice
Integration order with no Extra Stops (6326)
New Alternate Weight field added for Military EDI Invoice Integration. This field is required
when the new Alternate Weight Required flag is set in EDI Customer Setup. Alternate Weight is
managed through Billing Information (Revenue Entry) and is included as part of the Military EDI
Views (6327).
Apostrophes are removed from EDI data prior to be included as part of the Military EDI Views
(6328).
Move Management Fixes
Driver information on a Shipment Status correctly updates when imported into MoversSuite.
Prior to this change, manually setting the Shipment Status caused the import process not to
update Driver Information (6001).
Recurring Billing Fixes
You can now change the customer billing address for generated billing records (refer to the Bill
to Address field in Billing Record) (5995).
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Report Fixes
The Payment Management Van Line Distributions Report has been modified to always show the
selected Journal Entry account on both positive and negative amounts; GL account on vendor
payables no longer display (6306).
An issue with the count being off for the number of orders displayed in the “Vendor Summary”
section of the Commission Statement Report has been addressed (6109).
The Payment Management Van Line Distributions Report now displays both positive and
negative amounts for Journal Entry transactions and also shows the GL account on vendor
payables (6306).
We updated the Billing Turnaround Report to accept all Authority Types. Prior to this release,
the report only showed data for the Authority Types of “Van Line” and “Own Authority”) (5287).
An issue occurred where logic wasn’t executed because the user pressed Tab instead of Enter in
Add Revenue Group; specifically auto-reductions did not appear. Now, any movement away
from a set field will evoke appropriate logic (6286).
Fixed an issue where duplicate voucher number were being generated on third party
transactions (5999).
Revenue Entry Fixes
An issue occurred where logic wasn’t executed because the user pressed Tab instead of Enter in
Add Revenue Group; specifically auto-reductions did not appear. Now, any movement away
from a set field will evoke appropriate logic (6286).
Fixed an issue where duplicate voucher number were being generated on third party
transactions (5999).
We corrected the Net Amount on manual commissions. Prior to this release, the Net Amount on
manual commissions was incorrect when the revenue item contained a distribution causing the
calculation of the commission to be off (see the Net Amount field in Add Revenue Commission)
(6032).
Blank spaces for an invoice number associated to a third-party payable was causing issues with
Dynamics GP (5798).
Third-party invoice numbers cannot exceed 20 characters. Prior to this fix, invoice numbers
exceeding the 20-character limit were causing exceptions when generating transactions (5545).
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Revenue items with zero amounts that are associated to posted third party payable/commission
items will have certain fields be read only. Prior to this release, users could create a revenue
item for no dollar amount assigned to you and create and post items associated to this revenue
items, such as flat commissions, then users could change the branch and regenerate
transactions causing an out-of-balance situation (5938).
Entering percentage values within is now standardized and intrinsic, i.e. you can easily enter
“10.5” for 10.5% (6318).
Task Fixes
Undo Complete now resets the date/time Completed and Completed BY fields (5938).
Labor type titles exceeding 16 characters in length were causing an error when a task was edited
(6071).
The “Show All” option now functions correctly when the date selected is something other than
the current day (6226).
Task User is now assigned correctly. Prior to this fix, if the responsible person was assigned
before the Task Definition was set or if the task was manually added (through the Add or Copy
functions), then application assigned the user based on who was logged in and not necessarily
the responsible role (6228).
Task due dates are now updated when data is updated or new order is created. Specifically,
when certain events occur such as setting dates in SIT/Recurring Billing, the application ensures
that all tasks are updated accordingly (6245).
Tasks now generate when existing Dependency Dates are associated to Extra Stops or Jobs on
the order (6251).
Tasks for orders that have either Extra Stops or Local Services associated to them were not being
updated. Options in the right-click menu in the Tasks and Workflow tabs are now aligned with
the functions that display on the right side of each tab. Several data fields have been renamed in
the data grids (6264).
The issues of the Tasks grids not being refreshed after a task is completed and cursor jumping to
another task after any task is marked complete have been fixed (6106).
Users can now set the Task User when editing a task (6272).
Schema Changes
Schema changes for this release can be found by viewing the Schema Changes Version 4.86 topic. These
changes may affect custom reports.
Click here for a graphical interpretation of the MoversSuite database schema (4.86).
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Printable release notes
Version 4.58
Online Help
Known Issues
IMPORTANT: Tasks will not work if your company has Labor Type in Personnel Setup that exceed 16
characters in length (Ref. #6071).
Release Enhancements
Phone Number Rankings
We updated the Shipper Contact Information to allow users to set the priority on phone numbers
entered.
In edit mode, users can click on the ranking selector ( ) and select a number to indicate the
importance of the phone number. The lower the number, the higher the ranking; a rank of “1” displays
at the top of the list. This display automatically sorts upon each selection and the rankings are
preserved when Save is pressed.
The top five phone numbers display in Shipper Contact when not in edit mode.
Additionally, the top four phone numbers listed appear on the following reports:
 Dispatching Services
 Long Distance Work Ticket
 Special Services Work Ticket
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
Work Ticket
Bookmarks for custom phone types are now available. Create custom bookmarks by placing “pt”
followed by the Phone Type; this works for the standard phone types as well, e.g. “ptOriginHome.”
Watch the following video to understand these changes better:
Shipper Contact Information
CHANGE SUMMARY (Ref #5922.4.56):
The following have been modified:
Bookmarks
Dispatching Services Report
Long Distance Work Ticket Report
Name, Address, Phone
Order Information (Revenue Entry)
Sales Lead Information
Special Services Work Ticket Report
Work Ticket Report
Tasks Right-Click Menu
Right-click menus have been added to the grids in Tasks and Workflow. The new menu makes each
function available to the user in addition to functions that will show or hide all task notes.
CHANGE SUMMARY (Ref #5477.4.56):
The following have been modified:
Tasks
Workflow
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Release Fixes
Claims Fixes:
Adding a claim record with tasks was causing an application error (5993).
External Application Fixes:
We now update the van and driver information on a UniGroup Registration Send (UniGroup
Downloads) with an AOM Shipment Status update (5970).
Report Fixes:
The following reports were updated to include the correct shipper phone number:
 MS Order Transactions
 Unigroup HHG BOL and Freight Bill
 Unigroup Special Services BOL
 Dispatching Crew
 Dispatching Equipment
 Dispatching Services
 Long Distance Work Ticket
 Special Services Work Ticket
 Gov DD1840 Delivery Out
 Gov DD1840
 Gov DD619
 Gov DD619-1
 Work Ticket
Additionally, the following reports display the top four listed phone numbers for the shipper:
 Dispatching Services
 Special Services Work Ticket
 Long Distance Work Ticket
 Work Ticket
(5944, 5923, 5924)
Release Videos
Shipper Contact Information
Click on the link above to watch this informative video on using the Shipper Contact Information
(phone numbers, emails) in MoversSuite. This video also includes references for reports affected,
administration setup, and Bookmarks.
Using Tasks
We’ve updated the Tasks video to include all the great new features added in recent versions of
MoversSuite. Please click on the link above to watch this video designed for the beginner and
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intermediate user-level. It covers the features and functions of the Tasks and Workflow tab, as well
as some best practices to make your process more efficient.
Feel free to take the quiz associated to this video to see how well you paid attention!
Schema Changes
Schema changes for this release can be found by viewing the Schema Changes Version 4.58 topic. These
changes may affect custom reports.
Click here for a graphical interpretation of the MoversSuite database schema (4.58).
Printable release notes
Version 4.54
Online Help
Release Highlights:
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Fixes:
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Save & Add Item Function Added to Revenue Group Screen
New Dates Added to Claims
Order Information in Revenue Entry Updated
SIT Out Date Updated on UniGroup Downloads
Import of Actual Amount on UniGroup Rating Sends
Set Actual Discounted Linehaul based on UniGroup Rating Send Type
Default Miles Available in Revenue Entry
Fields Added to Several Data Grids
Users Can Add a Note to a Task
Task Improvements: Updated Edit Task
Show All added to Workflow
Additional Phone Info added to clipboard data on new leads/orders
Bottom Line Discount applies correctly on items imported for Work Ticket
All Work Tickets display in Revenue Entry
Original Due Date on Tasks not being overwritten
Add task note no longer overwrites others
Task performance issue has been corrected
Error was occurring when an order with tasks was cancelled or voided
Close button unavailable for Customer Statements
Name updated correctly for PSI:Capture documents imported into MoversSuite
MoversSuite is now fully certified by Avalara
EDI Confirmation now includes Extra Stop address
MoversSuite certified by Avalara for Sales Tax Integration
Address validation logic added to Sales Tax Integration
Additional setup values added to Avalara Interface Setup
Only US addresses validated by Sales Tax Integration
Users can open letter documents again
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

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Automatic Email Service working
Add-back revenue being removed on group remove reductions
Original Due Date in Tasks is being set correctly
Version 4.46
Online Help
Release Highlights:
Enhancements:
 New dates added to Claims
 Order Information in Revenue Entry Updated
 SIT Out Date Updated on UniGroup Downloads
 Import of Actual Amount on UniGroup Rating Sends
 Set Actual Discounted Linehaul based on UniGroup Rating Send Type
 Default Miles Available in Revenue Entry
 Fields Added to Several Data Grids
 Users can Add a Note to Task
Fixes:
 Hauling Agent must be present to overwrite MoversSuite data on a UniGroup Rating Send
 Error clearing out Point of Service field
 Error import documents on Windows Server 2012 is corrected
Version 4.44
Online Help
Release Highlights:
Enhancements:
 Shipper Contact Information added
 Undo complete/NA tasks
 Additional fields added to Tasks
Fixes:
 An issue that caused the import process to fail on SharePoint documents when multiple services
exist for a Work Ticket has been corrected.
 The shipper name in the contact form (Name, Address, Phone) now displays ampersands
correctly.
 When adding or copying a task, the User Type in Add Task was not be set.
 Save button was disabled when a task due date was manually entered in Add Task.
 An issue where we imported the county field values incorrectly during a SIRVA Download
Request has been corrected
 Load dates are now being set correctly during a UniGroup Rating Send.
 MoversSuite now recognizes a Dispatch Status of “0”
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MoversSuite was returning an error when attempting to send an advance to Comdata when the
FTP directory was empty.
All orders created through the Atlas SUDS Order Download will be associated to a van line.
Invoice notes will only be available for invoicing when the note is for an EDI Customer.
Trip Weight in Long Distance Dispatch will now be computed based on Estimated Weight if the
Hauled Weight of the order is not set; the application checks the Hauled Weight first and if it’s
not set, then the Estimated Weight is referenced.
Errors found in a report subroutine (subMSTransactionsGrid) have been fixed. This subroutine
affects MS Order Transactions Report and MS Transactions by Order Report.
We updated all reports to reference the Estimated Weight of the order if the Hauled Weight is
not set
The Other Phone Information field has been removed from the Name, Address, Phone tab and
from several reports as well.
The application now builds account transactions for a billing run using the AR Branch instead of
the branch associated to the warehouse.
The application now pulls in the Estimated Weight of the order for ratings on local service
request based on a weight value (see Add Local Service).
Attempting to adjust a third party item that has been invoiced was causing an error. This has
been fixed.
We fixed an issue where a Revenue Group with the Invoice flag set was not automatically being
included on the invoice.
An issue where the incorrect GL was set for third-party payables on Distribution Sends has been
corrected.
Version 4.36
Online Help
Release Highlights:
Enhancements:
 We added a Manager Cap Amount setting to Advance Setup. This field allows a manager to
advance up to the amount set for the cap. This applies to each advance and not to each order or
trip.
 The Move Type Group field is now a required setting within Move Type Setup. Additionally, a
default group of “Not Mapped” has been provided by MoversSuite.
 Sales Tax Integration Added.
 Payee Code Required for EDI Invoices
 Invoice Note on Line Items
 Location Added to Point of Service
Fixes:
 Issue with the incorrect phone numbers and Discounted Linehaul being referenced by the Atlas
SUDS Order Download have been corrected
 The contact email address has been added to the Atlas SUDS Order Download. The Email field
within the Name, Address, Phone tab will be populated during the import.
 Date conversion issue that affected date fields through an Atlas SUDS Order Download has been
corrected.
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MoversSuite no longer generates a Self Haul update on an Atlas SUDS Order Download.
Ratings imported on own authority orders are now available for invoicing; prior to this change,
ratings for own authority orders did not show within New Complete Invoice since there was no
vanline code associated to the order.
Rating Send will now ignore weight fields that come in blank from UniGroup.
Version 4.30
Online Help
Release Highlights:
General Enhancements:
 Administration Tool Redesign
 User Password Change
 Document API Service
 Atlas Integration Added
 Military EDI Invoice Integration Added
Move Management Enhancements:
 Shipment Status Added
 Refresh Added to Long Distance Dispatch
 New Haul As Option
 Reassign Task to Different User
 Enhanced Duplicate Order Functionality
 ETA and Assigned On Dates Added
 Origin and Destination Agents Added to Dispatch
Payment Management Enhancements:
 Enhanced Statement Import
Revenue Entry Enhancements:
 Ratings Added to Revenue Group
 Allocation Percentage Set within Revenue Import Grid
 Changes to Third Party Payables
 Reduce a Reduction by Other Reductions
 New Mileage Fields
 New Weight Fields
Connections Enhancements:
 Actual Load Date included in UniGroup Dispatch Download
 Tariff/Rate included in UniGroup Registration Download
 Fields Added to XML Import Process
 Rating Data Added to UniGroup Rating Send
 Custom Microsoft Dynamics GP Updates
Fixes:
 Document Management Viewer Error
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
Dispatch Note Expanded
Version 4.6
Online Help
Release Highlights:
Enhancements:
 Quotes to Go Opportunity Download
 SIRVA Registration Upload Includes Full Pack Indicator
Fixes:
 We corrected an issue where the application produced an error when the New Customer field
was cleared out in the Chargeback Apply.
 We now default the AR Division as we do for the AR Branch. For revenue imports from a van
line, the AR Branch and Division default to what is set for the revenue item in the Revenue
Branch and Division fields. When importing revenue under own authority or when manually
entering revenue, we default the AR Branch and Division based on the Branch and Division set
for the order.
 We fixed an issue where the reduction add back items contained the wrong AR Branch and
Division when inter-company (own authority) was in effect.
 A field overlapping issue that occurred when the Order Information (Revenue Entry) tab
expanded has been fixed.
Version 4.4
Online Help
Release Highlights:
Enhancements:
 Agent Percentage by Authority
 AR Branch on Transactions
 Clear and Decline Multiple Services at a Time
 Customer on Revenue Import
 Customer on Transactions
 Default Authority
 Email Added to Sales Lead Screen
 Multiple-Select Claim Items
 Quotes to Go Upload
 Reductions Updates
 Support of Microsoft Dynamics GP 2010
 TransDocs Upload Supports PDF Documents
Fixes:
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Branch of the order must match one of the branches assigned to the employee before they can
be assigned to the order when applying an Account Profile. Prior to this release, branch
assignment was ignored when an Account Profile was assigned to an order.
Military Information screen was displaying the incorrect Origin and Destination bases in Claims.
An issue where no Invoice Header and Payment Remittance data would appear on Customer
Statements if the Default Branch of the user references a branch with no Contact information
has been corrected.
The Document Management Viewer no longer produces an error when attempting to load
documents for an order that with more than two segments associated to it.
Branch column added to the data grid in both Document and Distribution tabs in Dynamics GP
Order Inquiry.
Hotkeys assigned to all screen functions throughout the application.
Renamed the Container/Liftvan/Airbox Information to Container/Lift Van/Airbox Information.
Labels were not reverting back correctly when user switched Transport Mode between “Air” and
“Sea” types and then cancelled the edit within Shipping Information.
An issue where not all available revenue was displaying in the left selection grid in New
Complete Invoice and New Supplemental Invoice has been fixed. See Invoicing for more
information.
An Local Dispatch issue where a user double-clicks on crew or equipment column headings
automatically assigned the top record displayed in the grid has been fixed.
An issue where a new trip created through the right-click option of Change Trip (Alt+C) from
within the Current Driver Activity tab disappears has been fixed.
The text of the tool tips for buttons to access the Carrier Information and Base Information in
Bases section of Military/Government has been set.
Order numbers are no longer allowed certain characters that have the potential to cause
problems elsewhere in MoversSuite or through an interfacing application.
The Apply Wizard in Payment Management was incorrectly displaying branches with no posted
revenue.
An ampersand (‘&’) in the Service Provider for Claim Items was displaying as an underscore (‘_’).
An issue with the user being unable to save, print, or email from within the Report Viewer has
been fixed. This occurred when running Reporting Services 2008 R2.
MS Order Transactions report was producing a “sub report cannot be shown” error.
Fixed a condition in the BAT process that produced a 1041 error
The Save & New option was restricting user access to enter Gross Charges or an Invoice Amount
directly within Add Revenue Item.
An issue with the name of the Vendor not displaying after the user selected a record using the
Vendor Find has been corrected. Refer to Add Third Party Item for more information.
We added the Shipment Type field to the Order Information (Revenue Entry) tab.
Edit Commission locking issue has been fixed.
The country code from SIRVA was causing download failures since it contains more data than
the MoversSuite Country Code allows. The country code was removed from the download
process since it’s not needed.
Users can now sort by column heading when making a selection within the Stored at field within
the SIT Information screen.
An issue has been fixed where users with read only access to Recurring Billing were unable view
storage items.
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A billing item is links to a billing run that is in an error state, the application disabled the View
buttons in Billing Items and the New button to create a new Billing Record. The application was
modified to not disable these two functions when associated to a billing run in error.
Net reductions from a rating send now import as an Invoice Amount; due to the van line
computing the net reduction as gross amount less discounts, i.e. the invoiced amount.
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MoversSuite Overview
MoversSuite Software provides moving and storage business management consulting and moving
software systems designed specifically for the moving and storage industry with two primary focuses:

To improve moving and storage administrative and operational efficiencies

To provide moving industry management with accurate financial reporting and gross margin
analysis across multiple aspects of the business
Our moving software solutions are designed for moving companies of any size, from small organizations
focused on local, "first and last mile" moves, to large enterprises operating multiple locations with
interstate moves and multinationals with overseas business. The moving software systems we deliver
are scalable to meet the needs of the largest and most sophisticated moving companies, yet priced to
provide an attractive return on investment to the mover with fewer than ten office employees.
MoversSuite Software provides a competitive advantage to moving and storage companies
through delivery of these key results:

Significant, measurable improvements in process efficiency through streamlined workflows

Improved data accuracy and consistency, reduction in errors and multiple data instances

Reduced learning curve through use of standard MS Windows interface

Accountability improvement through record ownership and event logging
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Superb transaction visibility through detailed financial reporting
MoversSuite Software is Microsoft Windows compatible. It supports the complete move cycle, from
lead capture through financial reports. MoversSuite integrates tightly with Microsoft Office products –
Word, Excel and Outlook - working the way you do. MoversSuite features seamless interfaces with the
best-of-the-breed specialized software, van line systems, and Microsoft Dynamics GP accounting
software.
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Products
What MoversSuite Can Do
We designed MoversSuite to help moving management companies manage packing, shipping, storing,
and delivering goods for individual clients, companies, and government entities.
Some of the tasks you can perform in MoversSuite include:

Calculate consistent and accurate estimates and manage sales information

Create and book orders for household goods, special commodities, international, intrastate and
interstate, and military/government moves

Full crew and equipment scheduling

Generate work tickets, Bills of Lading, and invoices

Process moved related AR, AP, and cash receipts

Monitor task associated to orders

Manage payments and claims

Handle driver advances for local and long distance moves

Document management
MoversSuite System
The MoversSuite System is comprised of modular functionality, categorized into Move Management
Services (MMS) and Accounting & Financial Services (AFS), document management, and integration with
third-party applications.
Move Management Services (MMS)
Record and manage all aspects of a move from entering specialized data on materials, crates, extra
stops and segments, and billing information for all household, international, military and government,
and special commodity moves. Create any number of quotes and monitor key safety features of crew
and equipment while using a task-driven process to control the workflow and account profile
definitions.
Dispatchers can easily schedule daily services, organize and assign crew and equipment, process
advances, create work tickets, and add on-the-fly services for multiple agents at one time for any
number of local orders and long distance trips.
Capture, track, manage, and settle an unlimited number of claims and critical claims-related data while
alerting all users that a claim against an order is in effect.
Move Management Services Includes:
 Account Profile Automation
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Claims Management
Customer Web Portal
Driver Advance Management
Household Goods (Lead Capture/Order Information)
International
Local Dispatch
Long Distance Dispatch
Military & Government
Office & Industrial
Quotes System
Safety Systems for Equipment and Personnel
Special Services (2nd/3rd Proviso) and Store Roll-Out
Task Workflow and Management
Accounting & Financial Services (AFS)
Have complete control over revenue, commissions, and third-party payables through agency
distributions, automatic allocations, and dynamic invoicing. Reduce repetitive accounting entries by
importing billing information from various sources including services from Local Dispatch.
Control complicated storage management systems and recurring billing with comprehensive and flexible
tools.
Manage all customer payments, split van line statements across orders, make real-time adjustments,
apply payments to individual items, invoices, or entire order, and create accurate cash receipts in a
secured environment.
Accounting & Financial Services Includes:
 AR Credit & Collections
 Automated Contractor Advance Processing
 Cash Receipts
 Claims Processing
 Commission Statements
 Customer Statements
 Fixed Assets
 Payment Management and Reconciliation
 Payroll Management
 Rating Systems
 Recurring Billing
 Revenue Entry Import and Distribution
 Recurring Billing Systems
 Storage Billing Systems
 Van Line Statement Integration
Integrated Systems
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By developing an interface for already familiar estimating tools of TechMate FirstMate and IGC
QuickMove the sales staff can focus more on sales and less on double entry.
Orders can be booked in MoversSuite and registered with SIRVA and orders and updates made to an
order in SIRVA can be downloaded into MoversSuite.
Register or download Household Goods orders from the UniGroup mainframe directly from within the
MoversSuite Software application.
Integrated Systems Include:
 IGC Estimating Software (QuickMove)
 Microsoft Dynamics GP:
 Bank Reconciliations
 Data transfer with MoversSuite
 General Ledger
 Intercompany/Interfund Management
 Microsoft FRx
 Payables Management
 Payroll and Human Resources
 Receivables Management
 Safepay
 Smart List Builder
 Microsoft Office, SQL Server, and Reporting Services
 T-Chek Systems
 Third-Party Service Providers
 SIRVA sHub Integration
 TechMate International Estimating Software (FirstMate)
 UniGroup Integration
 Van Line Systems
 Military EDI Invoice Integration
 Atlas Integration
Document Management System
The MoversSuite Document Management system is a hands-free interface for managing all orderrelated documents including invoices, emails, estimates, spreadsheets, etc. These documents are linked
to a MoversSuite order and visible through a stand-alone viewer.
Document Management allows for the transfer of images to and from MoversSuite to the TransDocs
application. This system is available through the UniGroup vendor and has its own distinct module.
Document Management System Includes:
 Document API Service
 Standalone Viewer
 UniGroup TransDocs Integration
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MoversSuite Product Comparison
MoversSuite offers three subscription modules:
 MoversSuite Starter provides basic move management, dispatching, workflow functions
 MoversSuite Premier adds billing options to MoversSuite Starter
 MoversSuite Ultimate provides all functionality and full accounting options
The following table lists the functionality included in each package (denoted with a ).
Module
Subscription
Starter
Premier
Ultimate
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Domestic
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Military
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International
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Special Services
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Domestic
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Local
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Long Distance
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Driver Advance Management
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Document Management
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Account Profile
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Claims Management
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STANDARD FEATURES
Order Management:
Dispatch & Planning:
Task-Workflow Management
Accounting & Financial:
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Revenue Invoicing
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Commission Calculation
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Storage Invoicing
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Driver Advance Processing
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Cash Receipts
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Payment Processing
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AR Credit & Collections
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Claims Processing
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Fully-Integrated Financials:
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Accounts Payables
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Accounts Payables
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General Ledger
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Financial Reporting
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Standard Support (incidents per month)
2
3
4
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Van Line:
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Allied
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Atlas
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Mayflower
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North American
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United
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HHG Estimating:
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IGC QuickMove
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TechMate SalesMate
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OPTIONAL FEATURES
Connections
Driver Advances:
T-Chek
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Comdata
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Financial:
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Avalara Sales Tax Calculation
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PowerTrack EDI Invoicing
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Support Plus (unlimited incidents)
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Microsoft Office (Word/Excel)
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MoversSuite Compatibility
The chart below lists the various integrated and supporting applications that this version of MoversSuite
is compatible with.
COMPONENT
IBM MQSeries 7.0 (a)
Microsoft .NET Framework 4.5
Microsoft Dynamics GP 2013 R2
Microsoft Dynamics GP Build ATIP 12.0.7 (b)
Microsoft Internet Information Server (IIS) 7.0
Microsoft Internet Information Server (IIS) 6.0
Microsoft Office 2010
Microsoft Office 2013 (c)
Microsoft SQL Server 2012
Microsoft SQL Server 2008 R2
Microsoft SQL Server 2008
Microsoft SQL Server 2008 Reporting Services
Microsoft Windows 2008 R2
Microsoft Windows 2008
Microsoft Windows 7
Microsoft Windows 8
Microsoft Windows SharePoint
Microsoft Windows Vista
(a) Required for UniGroup agents at Version 4.30 and higher
(b) Microsoft Dynamics GP Compatibility: build specific releases must be verified for compatibility
(c) Included as part of an Office 365 installation
Additionally, most versions of the software listed below will work with any version of MoversSuite
software:

IGC Software Quickmove

TechMate International FirstMate
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Getting Started
Installation Overview
MoversSuite employs a Joint Application Development (JAD) model to its installation process as well as
throughout the relationship. This program guarantees a successful transition into the new products and
begins by helping the customer understand every facet of the application. The following sections list the
specific requirements needed for a successful installation.
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System Requirements
To install and run MoversSuite, a workstation and network must meet certain requirements. The
following sections detail the requirements for hardware and software on a client, server(s), and related
devices.
Listed below is the minimum hardware and software infrastructure needed to operate MoversSuite and
related applications. Additionally, high-speed internet access is needed to facilitate installs and to run
Terminal Services for MoversSuite customer support.
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Hardware Requirements
The following section lists the different hardware requirements for the client and server.
Client Machine

1 GHz or faster 32-bit (x860 or 64-bit (x64) processor
•
1 GB RAM (32-bit) or 2 GB RAM (64-bit)
•
16 GB available hard disk space (32-bit) or 20 GB (64-bit)
Database Server
A dedicated database server for MoversSuite and Microsoft Dynamics GP is strongly recommended.
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Processor minimum 1 GHz (x86 processor) or 1.4. GHz (x64 processor); recommended 2 GHz or
faster
8 GB RAM
RAID 5 for SQL database log and data files (4 disks)
200 GB free disk space
Tape backup device or better
Microsoft Dynamics GP requirements:
System Requirements for Microsoft Dynamics GP 2013
IMPORTANT: MoversSuite needs constant connection across all networks and a VPN may not be
able to provide this.
Terminal Server
MoversSuite provides the following recommendations when running MoversSuite and/or Microsoft
Dynamics GP through a terminal server.
MoversSuite requires Terminal Services when providing MoversSuite or Microsoft Dynamics GP over a
WAN.
While no exact benchmark exists, the MoversSuite application is approximate 200 MB per open user
session. The amount of memory needed per user session could increase depending on other
applications running in conjunction with MoversSuite on the terminal server, such as Microsoft
Dynamics GP, Microsoft Office, van line interfaces, QuickMove/TechMate, etc.
Note: For specific information on scaling, please refer to related help topics for Microsoft Windows
Server.
IMPORTANT: See Client section under Software Requirements for terminal server software
requirements.
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Label Printer (Optional)
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Label printer capable of printing 1 inch high by 3.5 inch wide labels
Dot Matrix Printer (Optional)

Dot Matrix Standard
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Okidata 320 / 320 Turbo / 420 / 520 (using standard Okidata driver)
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Software Requirements
The following section lists the different software requirements for the client and server as well as
optional, collaborative software tools.
Client

Member of Active Directory Domain

Supported Operating Systems (32-bit or 64-bit) :
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Microsoft Windows Server 2012
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Microsoft Windows 7
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Microsoft Windows Server 2008
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Microsoft Windows Server 2008 R2
IMPORTANT: MoversSuite is not compatible with Windows XP or Windows Server 2003

IE 8.0 or higher

Microsoft .NET Framework 4.5

Microsoft Web Deployment Tools 1.1

ASP .NET MVC 2

Adobe Acrobat Reader 6.0
Optional: Microsoft Office 2007, 2010, 2013* (Microsoft Word, Microsoft Excel and Microsoft
Outlook) with the OLE Integration for Office Components installed.
* Included as part of an Office 365 installation
Database Server
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Supported Operating Systems:
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Microsoft Windows Server 2012
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Microsoft Windows Server 2008
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Microsoft Windows Server 2008 R2
Supported Database Servers:
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Microsoft SQL Server 2012
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Microsoft SQL Server 2008
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Microsoft SQL Server 2008 R2
Microsoft Internet Information Server (IIS) Version 6.0 or later
Microsoft Dynamics GP
If MoversSuite integrates with Microsoft Dynamics GP, then the following requirements are needed to
support this version of MoversSuite.
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Microsoft Dynamics GP 2013 R2
Microsoft Dynamics GP 2013 Build ATIP 12.0.7
Additional considerations can be found by viewing the information available in the following link.
System Requirements for Microsoft Dynamics GP 2013
Collaborative Tools
Optional:

Any internal SMTP email system can interface with MoversSuite providing automatic notification
of events related to a move.

Microsoft Exchange 2003-2007 will be needed to access online calendars and scheduling
functions that are integrated with MoversSuite lead generation functions.
Supported Third Party Application Compatibility

IGC QuickMove Version 6.4.244

TechMate FirstMate Version 3.1.139
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MoversSuite Application
Access the Videos topic to view training and informational videos on the MoversSuite application.
This section provides a brief overview of the main interface components of the MoversSuite application.
Note: The main MoversSuite application has a minimum size of 1048 pixels wide by 768 pixels in
height.
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Login
Login credentials are required to access the MoversSuite application. The Login dialog allows users to
enter their Username and Password to log into MoversSuite. Additionally, users can change their
password through this screen as well.
Figure 38: Login dialog
Once the login credentials are validated the user is be taken to the Contents Screen.
Contact your system administrator for assistance with login credentials.
The following table lists and describes the fields and functions available through this dialog.
Field/Function
Description
Username
Enter your assigned username as defined within the User tab in Personnel
Setup. A Username can be up to 32 characters.
Password
Enter the password associated to your Username (defined within the User tab in
Personnel Setup). A Password can be up to 64 characters.
Change Password
Change Password
Select this option to evoke the Change Password screen.
OK
Press OK to login into MoversSuite.
Cancel
This function cancels the login request and closes the dialog.
RELATED TOPICS:
Change Password
Personnel Setup
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Startup Screen
The initial screen visible to a user is the Contents Screen. From this screen, users can quickly access all
of MoversSuite (based on security defined for each user through Security Profile Setup).
Figure 39: Contents screen
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Contents Screen
Keyboard shortcut: Ctrl+H
Figure 40: Contents screen
The Contents screen initially appears when the MoversSuite application starts up and a user has
successfully logged in. Users can get back to this screen anytime using the keyboard shortcut of Ctrl+H.
The following table describes the functions available on this screen.
Icon
Description
Move Management Services
Order Information
Opens the Order Information module to easily manage all active orders and leads.
Special Services (Ctrl+G+S)
Opens the Special Services module to coordinate special products, trade shows, and store rollouts.
International Orders (Ctrl+G+I)
Opens the International Orders module to control logistics and equipment for international jobs.
Local Dispatch (Ctrl+G+L)
Opens the Local Dispatch module to manage local work, crews, and equipment.
Long Distance Dispatch (Ctrl+G+D)
Opens the Long Distance Dispatch module to manage long distance trips, drivers, and logistics.
Common Services
Tasks (Ctrl+G+T)
Opens the Workflow tab in the Tasks module to easily view and complete workflow tasks.
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Claims (Ctrl+G+M)
Opens the Claims module to enter and manage move-related claims.
Accounting & Financial Services
Revenue Entry (Ctrl+G+R)
Opens the Revenue Entry module to manage and sort revenue, commissions, and invoicing.
Cash Receipts (Ctrl+G+C)
Opens the Cash Receipts module to easily capture and print cash receipts on demand.
Payment Management (Ctrl+G+P)
Opens the Payment Management module to allocate cash receipts and van line payments.
AR Credit & Collections (Ctrl+G+A)
Opens the AR Credit & Collections module to manage accounts receivable alerts and collections
processes.
Opens the EWS Group website.
Opens the EWS Group Facebook website.
Opens the EWS Group Twitter website.
Opens the EWS Group Linked-In website.
Only the modules the logged in user has security access to display on this screen.
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Contents Menu
Keyboard shortcut: Ctrl+G
The icon associated to each MoversSuite module on the Information Bar doubles as a drop-down menu
to access other MoversSuite modules. Click on the ion or use the Ctrl+G shortcut to open this menu.
Figure 41: Contents Menu drop-down
Only the modules the logged in user has security access to display on this screen.
Icon
Description
Move Management Services
Order Information (Ctrl+G+O)
Opens the Order Information module.
Special Services (Ctrl+G+S)
Opens the Special Services module.
International Orders (Ctrl+G+I)
Opens the International Orders module.
Local Dispatch (Ctrl+G+L)
Opens the Local Dispatch module.
Long Distance Dispatch (Ctrl+G+D)
Opens the Long Distance Dispatch module.
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Common Services
Tasks (Ctrl+G+T)
Opens the Workflow tab in the Tasks module.
Claims (Ctrl+G+M)
Opens the Claims module.
Accounting & Financial Services
Revenue Entry (Ctrl+G+R)
Opens the Revenue Entry module.
Cash Receipts (Ctrl+G+C)
Opens the Cash Receipts module.
Payment Management (Ctrl+G+P)
Opens the Payment Management module.
AR Credit & Collections (Ctrl+G+A)
Opens the AR Credit & Collections module.
Go to Contents Page (Ctrl+G+N)
Opens the Contents Screen.
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Toolbar
The toolbar contains a list of menu options that when clicked on will display further options.
Figure 42: Toolbar options
The following drop-down menu options are available through the Toolbar:
Option
Description
File
File Menu (Alt+F)
See the File Menu for available options.
Tools
Tools Menu (Alt+T)
See the Tools Menu for available options.
Reports
Report Menu (Alt+R)
See the Reports Menu for available options.
Accounting Tools
Accounting Tools Menu (Alt+A)
See the Accounting Tools Menu for available options.
Third Party
Applications
Third Party Applications Menu (Alt+P)
Help
Help Menu (Alt+F)
See the Third Party Applications Menu for available options.
See the Help Menu for available options.
A second symbol, an arrow ( ), is used to let the user know that a sub-menu of more options is
available. The user can simply click on the line containing this symbol to view the sub-menu.
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File Menu
Keyboard shortcut: Alt+F
The File menu contains the Exit option (Alt+F+X) to close the application. Select this option to leave the
application.
Figure 43: File menu options
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Tools Menu
Keyboard shortcut: Alt+T
The Tools menu provides a set of standard components available to all orders and an optional set of
tools based on the type of order the user is accessing.
Figure 44: Tools menu
The following table contains a list of standard tools available through this menu.
Option
Description
Sales Leads
Sales Lead (Alt+T+E)
Select this option to create a new sales lead using the Sales Lead
Information screen.
New Order
New Order (Alt+ T+N)
Select this option to create a new order within Order Information.
New Foreign Order
New Foreign Order (Alt+T+F)
Select this option to create a new foreign using the Add Foreign
Order dialog.
New OA
New OA (Alt+T+A)
Select this option to establish a MoversSuite order created for a
specific originating agent. Users will access the OA Order Number
dialog to begin defining the order.
If IGC Software Integration enabled, the following three options may be available:
Import Estimate
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Use this feature to import survey and estimate information from IGC.
This option will appear when IGC Software is available to
MoversSuite (IGC API). See IGC Software Integration for details.
View Estimate
View Estimate (Alt+T+V)
Use this feature to view IGC estimate information for the current
open order in MoversSuite.
This option will appear when IGC Software is available to
MoversSuite (IGC API). See IGC Software Integration for details.
Send to IGC for Survey
Send to IGC for Survey (Alt+T+G)
Use this feature to send the current open order information in
MoversSuite to IGC to create a survey/estimate.
This option will appear when IGC Software is available to
MoversSuite (IGC API). See IGC Software Integration for details.
If UniGroup Uploads enabled, the following three options may be available:
UniGroup Quotes to Go Upload
UniGroup Upload HHGD (Alt+T+Q)
The option to upload to UniGroup Quotes to Go will appear for
orders with qualified branches mapped to Quotes to Go values.
Selecting this option instructs the application to send the lead
information to the Quotes to Tool system.
See UniGroup Quotes to Go Upload for more information.
UniGroup Upload HHGD
UniGroup Upload HHGD (Alt+T+U or Ctrl+F7)
Initiates a registration upload for household goods to UniGroup. See
UniGroup Uploads for more information.
UniGroup Upload Special Services
UniGroup Upload Special Services (Alt+T+S or Shift+Ctrl+K)
Initiates a registration upload for special services to UniGroup when
user is in Special Services. See UniGroup Uploads for more
information.
If SIRVA Hub Integration enabled, the following three options may be available:
SIRVA – Download Request
SIRVA – Download Request (Alt+T+D)
This option initiates a process to receive information for orders
registered in SIRVA. See SIRVA Download Request for more
information.
SIRVA – Registration Upload
SIRVA – Registration Upload (Alt+T+R)
This option initiates a process to register an order established in
MoversSuite in SIRVA. See SIRVA Registration Upload for more
information.
Order Monitor
Order Monitor (Alt+T+O)
This function opens the Third Party Interface Order Monitor; a standalone screen used to manage third party upload and download
request.
Administration
Administration
This option opens the MoversSuite Administration tool for setup and
management of system options.
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Claim Alert
Claim Alert (Alt+T+E)
Opens the Claim Alert dialog where a note is defined establishing the
alert for the open order. The application will also send out an email
notification to key personnel.
Document Management Viewer
Document Management Viewer (Alt+T+W)
This function opens the Document Management Viewer; a standalone screen that allows a user to manage order documents.
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Accounting Tools Menu
Keyboard shortcut: Alt+A
The Accounting Tools menu contains a list of tools specific to accounting functions.
Figure 45: Accounting Tools menu
The following table describes the options available within the Accounting Tools menu.
Option
Description
Recurring Billing Management
Recurring Billing Management (Alt+A+R)
Opens the Recurring Billing Management screen where a user can
view past billing invoices and generate a new billing run.
Commission Statement Management
Commission Statement Management (Alt+A+C)
Opens the Commission Statement Management where a user can
view past commission statement runs and generate new ones.
Customer Statement Generation
Customer Statement Generation (Alt+A+S)
Opens the Generate Statement screen where users can generate
new statements for customer billing. See Customer Statements
for more information.
Customer Statement Reprint
Customer Statement Reprint (Alt+A+U)
This function opens the Reprint Statements screen allowing a user
to view details of previous customer statement runs and
statements.
Dynamics GP Order Inquiry
Dynamics GP Order Inquiry (Alt+A+D)
This function opens the Dynamics GP Order Inquiry screen
allowing a user to view document and distribution data from
Microsoft Dynamics GP for a specific order.
Advance Processing
Advance Processing (Alt+A+A)
Opens the Advance Processing screen where a user with
appropriate security privileges can generate advance transaction.
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Third Party Applications Menu
Keyboard shortcut: Alt+P
The Third Party Applications menu provides access to company defined options for applications that
integrate with MoversSuite, such as TechMate, or standalone applications that a company wishes to
make available to MoversSuite users.
Figure 46: Third Party Applications menu
See Third Party Applications Menu Setup for more information.
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Help Menu
Keyboard shortcut: Alt+H
The Help menu provides MoversSuite user quick access to online help, customer support and user
feedback sites, and version information.
Figure 47: Help menu
The following table describes the options available within the Help menu.
Option
Description
Online Help
Online Help (Alt+H+H)
This function opens the online help for the specific version of MoversSuite
that the user is accessing.
Customer Support
Website
Customer Support Website (Alt+H+C)
Provide Feedback
Provide Feedback (Alt+H+F)
This function opens the MoversSuite Support page located at:
http://www.ewsgroup.com/support/.
This function opens the MoversSuite Feedback site located at
http://feedback.moverssuite.com/.
About
About (Alt+H+A)
This function opens the About dialog allowing the user to view version
number (including the specific build number).
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Figure 48: About
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Information Bar
The Information or “Blue” Bar prominently displays data for the open order and provides access to third
party application errors and documents along with the Book Order option.
Figure 49: Information Bar
The following table describes the fields and functions available within the Information Bar.
Field/Function
Description
The icon associated to the open module displays. You can click on this icon to access the
Contents Menu (shortcut of Ctrl+G), as well, to quickly jump to another area in
MoversSuite.
A tool tip appears when you hover over this icon to display the name of the module.
This icon serves two functions: Clicking on it opens the Third Party Application Error
Management screen and it also serves to notify the user if the current order is in error (
) or not (
).
This icon provides access to the Document Management screen and provides
information on whether the order has documents attached to it ( ) and if any errors
exist during document uploading to an external system ( ).
Order Number
This field displays the unique identifier assigned to the accessed order. See Order
Number for more information.
Field Details
Schema:
Orders.OrderNo (23)
Administration:
Order Numbers Setup
Bookmarks:
Order Information Bookmark Fields
Order Name
This field displays the shipper’s name assigned to the accessed order. The Order Name
data is pulled from the Last Name/Company Name field from the Name, Address, Phone
tab and Order Information (Revenue Entry).
Branch
The name of the company branch responsible for the accessed order displays here. The
branch of an order is set when the order or lead is created.
Field Details
Schema:
Branch.BranchID (5)
Administration:
Branch Setup
Bookmarks:
Order Information Bookmark Fields
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Sales Person
Displays the name of the salesperson assigned to the order as set through the
Salesperson field from the Name, Address, Phone tab.
Adjuster
When in Claims, the name of the adjuster for a selected claim associated to an order will
display in this field.
Claim Number
When in Claims, the identifier for the claim record associated to an order displays in this
field.
Book Order (Alt+B)
This option allows a user to take a MoversSuite order from Lead to Booked.
Refer to the Order Status field (see Order-Level Functions or Order Status Setup for more
information) to view the current status of an order.
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Order Details
The Order Details screen provides a user with quick access to key data for an order. This read-only
screen is available in the following locations:
AR Credit & Collections
Claims
Local Dispatch
Long Distance Dispatch
The layout of the Order Details screen is consistent throughout the application.
Figure 50: Order Details screen
The following table describes the fields and functions available within the Order Details screen.
Field/Function
Description
Shipper Contact Information
Refer to the Shipper Contact Information section in Name, Address, Phone for more information.
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Shipper Name
Displays the name entered for the shipper within the First Name/MI and
Last Name/Company Name field within Name, Address, Phone.
Email
The email address set for the shipper within Name, Address, Phone displays.
Users can click on the email address and the application will evoke the
system default mail utility (such as Microsoft Outlook) placing the email
address for the shipper as the message recipient.
Phone Numbers
The phone numbers set for the shipper within Name, Address, Phone
display.
Order Number
This field displays the identification number assigned to the order.
Coordinator
Displays the user assigned to the order through the Transportation
Coordinator field within Name, Address, Phone.
Salesperson
Displays the user assigned to the order through the Salesperson field within
Name, Address, Phone.
Estimated Weight
Displays the Estimated Weight of the move set within Move Information.
Hauled Weight
Displays the Hauled Weight of the move set within Move Information.
Linehaul
Displays the amount of Discounted Linehaul set within Move Information.
Requested Dates
This section displays the Range dates set for packing, loading, and delivery
within Move Information.
Extra Stop (Alt+X)
This function opens the Extra Stops screen allowing the user to view extra
stop and segment information.
CPU Estimate
This function opens the Update Containers, Packing and Unpacking screen
allowing a user to view material estimates and crating information
associated to an order.
Storage Information
This function opens the Storage Information screen allowing the user to view
SIT and recurring billing data set for the order.
See SIT/Recurring Billing for more information.
Moving From
The formatted origin address set within the Moving From section in Name,
Address, Phone displays here.
Primary Moving To
The formatted origin address set within the Moving To - Primary section in
Name, Address, Phone displays here.
Secondary Moving To
The formatted origin address set within the Moving To - Secondary section
in Name, Address, Phone displays here.
Special Instructions
This section displays Origin and Destination information set within the
Special Instructions section in Move Information.
Directions
This section displays Origin and Destination information set within the
Directions section in Move Information.
OK
Close the screen by pressing this button.
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Order Personnel
The Order Personnel dialog provides a quick list of all key personnel assigned to an order grouped by
labor area. This dialog is available from within the following locations:
AR Detail
Billing Information
Claims
Order Information (Revenue Entry)
The following table describes the fields that display within Order Personnel.
Field
Description
Personnel
The name of the user associated to the order as defined within Personnel Setup
displays in this column.
Vendor Number
The identification number of the Vendor assigned to the employee through
their Personnel Setup displays in this field.
POS
Displays the Partial, Overflow, and Set-Off values associated to a particular
order segment or third party vendor.
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The following table describes the personnel groups that display within this dialog.
Personnel
Description
Claims Adjuster
The name of adjuster(s) assigned to claim(s) linked to the order
display in this group.
The claim adjuster is set within the Claim Detail screen within
Claims.
Coordinator
The name of coordinator set for the order within the
Transportation Coordinator and Logistics Coordinator fields within
Name, Address, Phone and the OA Coordinator set within Agents.
Local Services Crew Member
All crew assigned to local services associated to the order display in
this group.
See Assign and Remove Crew for more information.
Long Distance Drivers
The driver assigned to trips that include this order will display in this
group.
See Long Distance Dispatch for more information.
OA Surveyor
The employee set within the OA Surveyor field in Agents display in
this group.
Revenue Clerk
The employee set as the Revenue Clerk of the order through Order
Information (Revenue Entry) or Billing Information displays in this
group.
Salesperson
The employee set as the Sales Person of the order within Name,
Address, Phone displays in this group.
Third Party Vendor
This group displays all vendors associated to third party items set
within Transactions.
See Add Third Party Item (Revenue Entry) for more information.
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Order Notes
The Order Notes tab allows a user to access notes associated to a particular order for a selected record
from multiple-order data grids such as the following:
Cash Receipts
Local Dispatch
Payment Management
See Notes for more information.
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Keyboard Shortcuts
Users can navigate and have quick access to many functions through keyboard shortcuts, which
primarily includes the use of the Alt and Ctrl keys. The Alt and Ctrl keys are used in conjunction with
other keys to evoke certain functionality or navigate within the application.
Hotkeys
Hotkeys allow you to jump to a particular place on the screen or access functionality behind a menu or
button. Use the Alt key to view available hotkeys.
Hotkeys are available in all areas of MoversSuite and display as an underlined letter on a menu or
button, such as the “F” in the Find button in Order Information:
They also appear as a highlighted letter, such as what is seen in the Apply field in Payment Application:
Use the Alt key to make the hotkeys appear and disappear. Hotkeys allow you to jump to a particular
place or access functionality within MoversSuite. For example, to access the File Menu, press Alt and the
hotkeys appear next to each option.
Figure 51: File Menu
Press the corresponding hotkey to access the particular menus. Let’s say we want to open the Tools
Menu. Simply press the letter “T.”
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Figure 52: Tools Menu
Even more hotkeys appear within the Tools Menu. Press “N” for the New Order option to create a new
order, for example.
Of note, you can use the keyboard arrow keys to move through these menus and options, as well. Just
press the Enter key to evoke the selected option.
For the Order-Level Functions, press and hold the Alt key and then press the corresponding hotkey for
the option. To access the Quick Find, for example, press and hold Alt and then press the letter “Q.”
Figure 53: Order Information featuring the Quick Find
As shown above, the nomenclature for the hotkey is “Alt+” the corresponding hotkey. Field and function
help displays the hotkey next to the function name. Refer to the Quick Find field reference in OrderLevel Functions for an example.
In another example, press the Alt and “N” keys to access the New menu (below).
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Figure 54: New menu
Refer to the Keyboard Navigation in Payment Application topic to see how hotkeys are utilized within
the Payment Application screen.
Shortcuts
Shortcuts provide quick access to certain functions and in MoversSuite are derived off of the Ctrl key.
The following table provides a list of shortcuts available within MoversSuite.
Shortcut Keystroke
Description
Ctrl+C
Copy
Press and hold the Ctrl and the “C” key to copy selected text from a data field. Paste
copied text using Ctrl+V.
Ctrl+D
Duplicate Record
Press and hold the Ctrl and the “D” key to duplicate a selected Journal Entry or
Account Payables record within the Payment Application screen.
Ctrl+F
Find
Press and hold the Ctrl and the “F” key to evoke the find within the Payment
Application screen.
Ctrl+G
Contents Menu
Press the Ctrl and “G” keys together to open the Contents Menu.
Ctrl+H
Contents Screen
Press the Ctrl and “H” keys together to jump to the Contents Screen.
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Ctrl+R
Refresh Data
Press and hold the Ctrl and the “R” key to perform a data refresh in several modules
including Local Dispatch and Long Distance Dispatch.
Resize Grid
This shortcut also performs resizes the active data grid within the Payment
Application screen.
Ctrl+F7
UniGroup Household Goods Upload
Press the Ctrl and F7 keys together to initiates a registration upload for household
goods to UniGroup. See UniGroup Uploads for more information.
Ctrl+Shift+F7
UniGroup Special Services Upload
Press the Ctrl, the Shift, and F7 keys together Initiates a registration upload for
special services to UniGroup when user is in Special Services. See UniGroup Uploads
for more information.
Ctrl+V
Paste
Press and hold the Ctrl and “V” keys to paste data copied using the Ctrl+C shortcut.
Ctrl+arrow keys
Payment Navigation
Use the Ctrl and Ctrl+Shift along with the left and right arrow keys to move through
payments in Payment Application.
RELATED:
Keyboard Navigation in Payment Application
Keyboard Shortcuts for Payment Application
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Online Help
Online Help is a content-based application that provides technical and reference material on
MoversSuite and is ran through a browser window. It contains release information and data on each
MoversSuite function and feature, including MoversSuite screens, tabs, dialogs, fields, etc.
Access the Online Help through the Help Menu (keyboard shortcut of Alt+H+H) in MoversSuite.
The screen layout consists of a navigation pane that includes Contents, Index, and Search tabs that you
can use to locate topics. Once a topic is selected, it is visible within the main viewing pane, which
defaults to the Welcome to MoversSuite Software topic listing data specific to the particular version of
MoversSuite you’re on.
Figure 55: The MoversSuite Online Help
The table below describes the main functions of the Online Help.
Button
Description
Contents pane
The Contents pane lists all topics by categories arranged by functional areas in MoversSuite.
Click on the title to expand the topic and see subtopics.
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Figure 56: Expanded topic in the Contents pane
Index
Use the Index pane to look up topic by name. By default it lists all available topics in
alphabetical order. Entering a value automatically filters the results.
Figure 57: Index pane example
Search
Use the Search pane to locate a topic by one or more keywords. The search lists all topics
that contain the specified keyword(s) and lists in the order of those topics with the most
occurrence at the top of the list.
To search for an exact phrase, enter the value in double quotation marks.
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Figure 58: Phrase search example in the Search pane
Press the Enter key on your keyboard or press the spyglass icon ( ) to evoke a search.
Search results appear highlighted within the viewing pane. You can turn off the highlight
feature by pressing the light bulb icon ( ).
Figure 59: Highlighted search results
Next/Previous Topic
These buttons allow you to move to the next or previous topic in sequence as it relates to
the topic currently being viewed. If on a top-level topic, such as Driver Advances, pressing
the Next button ( ) takes you to the Advance Management topic and then the Add/Edit
Advance topic, etc.
As you use these buttons to navigate between topics, the Contents pane also updates to
reflect the topic being viewed.
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Figure 60: Navigation example in the Contents pane
Home
Refresh the Online Help and open the default home page, which displays the Welcome to
MoversSuite Software topic.
Print/Email
Press Print ( ) to create hardcopy of the topic currently being viewed. The printer options
and print preview screens that appear are based on the browser being used to access the
Online Help with, i.e. Internet Explorer displays different options than Google Chrome.
Pressing Email ( ) opens a new message window using the default mail service setup for
your system. The application sets the following message values by default.
Mail Setting
Default Value
To
The email recipient defaults to the email address for the
Documentation team, which is
[email protected]. Feel free to provide us
feedback regarding our Online Help. Any suggestions for
improving the Online Help are greatly appreciated.
Clear the default address and enter other email addresses as
desired.
Subject
The default mail subject is the topic title preceded by “RE:”,
e.g. “RE: Driver Advances”.
Body
A hyperlink to the topic being viewed in the Online Help is
automatically included in the body of the message. Any user
receiving this message with Internet access can open this link
and view the topic.
Support
Open the MoversSuite Support page in a separate browser tab by pressing this button.
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Schema Changes
This section details the changes made to the MoversSuite database at particular releases.
Schema Changes Version 5.05
Listed in the table below are the database changes made at Version 5.02 of MoversSuite.
Table
Field
Description
ContactType
Table removed. (6756)
StatementDetailContact
ContactTypeFID
Field removed. (6756)
Click here for a graphical interpretation of the MoversSuite database schema (5.05).
Schema Changes Version 5.04
Listed in the table below are the database changes made this MoversSuite.
Table
Field
Description
AccountProfiles
BillToContact
Increased field size from 30 to 61 characters to
accommodate larger vendor data. (6334)
AcctTransactions
Driver
Increase field size from 42 to 43 characters to avoid
truncation errors in transaction processing. The
established maximum represents the maximum
FirstName plus LastName from Sysuser. (6786)
SalesPerson
Increase field size from 42 to 43 characters to avoid
truncation errors in transaction processing. The
established maximum represents the maximum
FirstName plus LastName from Sysuser. (6786)
Driver
Increase field size from 42 to 43 characters to avoid
truncation errors in transaction processing. The
established maximum represents the maximum
FirstName plus LastName from Sysuser. (6786)
SalesPerson
Increase field size from 42 to 43 characters to avoid
truncation errors in transaction processing. The
established maximum represents the maximum
FirstName plus LastName from Sysuser. (6786)
CRPrinted
New field capturing the printing status of a Cash
Receipt statement item. This flag is set when the
receipt has been printed and can no longer be
edited. (6713)
BATProcess
StatementDetail
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StatementPayable
DocumentNumber
New field as part of the project to display and apply
credits to payables generated in Microsoft Dynamics
GP. (5194)
ApplyAmount
New field as part of the project to display and apply
credits to payables generated in Microsoft Dynamics
GP. (5194)
GPFlag
New field as part of the project to display and apply
credits to payables generated in Microsoft Dynamics
GP. (5194)
StatementDetailDistInvoice
New table linking an invoice record to a customer
and order associated to a Cash Receipt. (6709)
Click here for a graphical interpretation of the MoversSuite database schema (5.04).
Schema Changes Version 5.02
Listed in the table below are the database changes made at Version 5.02 of MoversSuite.
Table
Field
Description
AcctTransactions
BatProcessFID
This new field is a pointer to the
original apply to transaction for
statement processing, in lieu of
actually creating incorrect apply to
transactions (documents) on
adjustments and reversals. (6787)
PMImportDetail
DriverNo
Increased the size of the driver
number associated to an imported
statement to accommodate the
largest known value from an external
source. (6504)
Click here for a graphical interpretation of the MoversSuite database schema (5.02).
Schema Changes Version 5.01
Listed in the table below are the database changes made at Version 5.01 of MoversSuite.
Table
Field
Description
BATProcess
TempForeignID
New field storing the vendor
identifier for the driver associated to
a statement import when the Always
Associate Driver flag is set (6474).
BATProcessApplyToInfo
ApplyToBATProcessID
New field storing the identifier linked
to the BAT process associated to an
Apply To transaction (4881).
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PaymentCode
PaymentCode
Field replaced by the Description field
in this same table. A company can
define its own Payment Code values
up to 26-characters (6315)
StatementDocument
BranchFID
New field to record the branch set on
a statement document.
SDWPriKey
Removed pointer to the now
obsolete StatementServiceCode table
(6315).
SysFile
PaymentCodeFID
Added pointer to the appropriate
Payment Code identifying the
payment code set on an import
where this record corresponds to the
driver referenced on a statement
import (6474).
XmlPaymentCodeMap
AlwaysAttachDriver
New administrative field instructing
MoversSuite to reference the driver
from statement imports for the
corresponding Payment Code. This
field is set through the Always Attach
Driver flag in Statement Payment
Code Setup (6474).
StatementInvoice
Table deleted. Functionality moved
to the BATProcess and
StatementDocument tables (4881).
StatementServiceCode
Table deleted. Functionality moved
to the BATProcess and
StatementDocument tables (4881).
VanLineCodes
Table deleted. Functionality moved
to the BATProcess and
StatementDocument tables (4881).
ReportGroup
New administrative table that allows
a system to group reports into groups
displaying in the Reports menu in
MoversSuite (6413). See Report
Group Setup for details.
ReportGroupMap
New table storing the links between
Reports and Report Groups (6413).
This link is created through Report
Profile Setup definitions.
Click here for a graphical interpretation of the MoversSuite database schema (5.01).
Schema Changes Version 5.00
Listed in the table below are the database changes made at Version 5.00 of MoversSuite.
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Table
Field
Description
Advance
VendorID
Added VendorID to link this table to
the vendor set for the driver in their
Personnel Setup record (4716).
CommissionedDetail
VendorID
Added VendorID to link this table to
the vendor set for the person in their
Personnel Setup record (4716).
LaborTypesFID
Added LaborTypesFID (Labor Type
Setup) to link this table to the Labor
Type set for the person in their
Personnel Setup record (4716).
LSCrew
LaborTypesFID
New key linking a Local Services
assignment record to the Labor Type
set for the person in their Personnel
Setup record (4716).
SplitCommissions
VendorID
Added VendorID to link this table to
the vendor set for the person in their
Personnel Setup record (4716).
LaborTypesFID
Added LaborTypesFID (Labor Type
Setup) to link this table to the Labor
Type set for the person in their
Personnel Setup record (4716).
USERTYPE
This field has been replaced by the
new SysUserLaborTypeMap table
(4716).
COMMENTS
Increased size of the comments for
an employee from 60 to unlimited
(4716).
VendorID
This key has been moved to the new
SysUserLaborTypeMap table (4716).
DateBasisFID
This key has been moved to the new
SysUserLaborTypeMap table (4716).
SysUserCPMasterMap
DELETED TABLE
Table renamed
SysUserLaborTypeCPMaster (4716).
SysUserLaborTypeCPMaster
NEW TABLE
Formerly known as
SysUserCPMasterMap (4716).
SysUserLaborTypeMap
NEW TABLE
This tables stores the Labor Type
Items set within Personnel Setup
(4716).
SysUserLaborTypeMapID
Identifier for the mapping (4716).
SysUserFID
Links this table to the SysUser table
(Personnel Setup) (4716).
LaborTypeFID
Links this table to a LaborType item
(Labor Type Setup) (4716).
Sysuser
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XmlUserMap
VendorID
Stores the selection made for a
Vendor for the record. Vendors link
to Microsoft Dynamics GP.
DateBasisFID
Links this table to a particular
DateBase value (set as the Effective
Date Basis within (Personnel Setup)
(4716).
Default
Flag indicating the default record
used when assigning crew to services
through Local Dispatch (4716).
LaborTypeFID
Links an Interface Mapping record
(part of Personnel Setup) to a
particular Labor Type (Labor Type
Setup) (4716).
SysUserLaborTypeMapFID
Links the XmlUserMap table to
SysUserLaborTypeMap record (4716).
Click here for a graphical interpretation of the MoversSuite database schema (5.00).
Schema Changes Version 4.86
Listed in the table below are the database changes made at Version 4.86 of MoversSuite.
Table
Field
Description
CPDetail
EffectiveStart
New date fields were added to this
table for the Commission Plan
Effective Dates enhancement (4431,
5949, 6110). These dates store the
date range a commission plan is in
effect (as defined within Commission
Plan Setup).
EffectiveEnd
CPMaster
DateBasisFID
New field storing the Effective Date
Basis assigned to a Commission Plan
within Commission Plan Setup.
DateBasis
New table replacing the
ReductionTemplateDateBasis table
for the Commission Plan Effective
Dates enhancement (4431, 5949,
6110).
ReductionTemplateDateBasis
This table is replaced by the
DateBasis table.
ReductionTemplateHeader
DateBasisFID
ReductionTemplateBasisFID
Efficient Workflow Solutions, LLC
DateBasisFID replaces
ReductionTemplateBasisFID as a
pointer for the Effective Date Basis
setting within Reduction Template
Setup.
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MoversSuite by EWS
ReportSystemCommissionStatement
VendorSummary
SortBy
Renamed to IsOrder. This bit field
identifies the record as a
MoversSuite order (when set) or not
(not set). This change affects the
Vendor Summary of the Commission
Statement Report (6109).
SafetySystemPersonnel
LastMVRDate
New fields added to the Safety tab in
Personnel Setup and visible through
Safety Information.
NextMVRDate
LastBackgroundCheckDate
NextBackgroundCheckDate
BackgroundCheckCID length is 64
characters.
BackgroundCheckCID
ShipmentStatusHistory
VanNo
Increased the size of this field from
10 characters to 12 (Ref.#6403.4.84)
StatementChargeback
OrigAR
Replaces SDDPriKey
SDDPriKey
New key linking this table to the
StatementDetailDist table
VLCustomerNumber
Fields replaced by fields in the new
StatementPayable table
VLARAccount
StatementChargebackDetail
Table replaced by StatementPayable.
StatementDetail
AccountSeg
StatementDetailDist
SubAccountSeg
Fields moved to the
StatementGLAllocation table.
GLNumberAgg
StatementGLAllocation
1099Flag
Field value now set through the new
StatementPayable table (see below).
UnappliedBranchFID
New field linking this table to the
Branch table. This is used to identify
the branch associated to an
Unapplied Amount in Payment
Application.
UnappliedDivisionFID
New field linking this table to the
Division table. This is used to identify
the division associated to an
Unapplied Amount in Payment
Application.
VendorID
Field value now set through the new
StatementPayable table (see below).
AccountSeg
New GLAccountNumber field
(varchar (66)) replaces both
AccountSeg and SubAccountSeg for
the Payment Application changes.
SubAccountSeg
GLAccountNumber
StatementPayable
Efficient Workflow Solutions, LLC
New table replacing
StatementChargeBackDetail as part
of the New Payment Application
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MoversSuite by EWS
Screen in Payment Management
enhancement (5188)
SysFile
CPPriKey
Field replaced by new
SysUserCPMasterMapID table.
DateBasisFID
New field storing the basis selected
for the employee within the
Accounting tab in Personnel Setup as
part of the Commission Plan Effective
Dates enhancement.
IgnoreRatingOrderPostDel
New flag to control whether order
data updates after the actual delivery
date is set on a UniGroup Rating
Send.
This flag is administered through
System Wide Options.
Sysuser
VANNO
SysUserCPMasterMapID
Increased the size of this field from
10 characters to 12 (Ref.#6403.4.84)
New table storing the effective dates
that a particular commission plan is
in effect for a particular user.
Refer to Commission Plan Details
within the Accounting tab in for
Personnel Setup details.
ToDo
DependencyDateID
New pointer to the DependencyDate
table, which identifies which
MoversSuite date affects the task
item.
Refer to the Dependency Date field
in Tasks Setup for more information.
DueDays
New field storing the Due Days set
for the task item.
Refer to the Due Days field in Tasks
Setup for more information.
DueType
New field storing the Due Type set
for the task item.
Refer to the Due Type field in Tasks
Setup for more information.
DueDate
New field storing the actual date the
item is due on.
Refer to the Add Task for more
information.
TaskUserFID
Efficient Workflow Solutions, LLC
New field that links this record to the
type of user associated to the task
and defined within CoordinatorType
table.
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MoversSuite by EWS
CoordinatorType is defined for each
task through the Responsible Role
setting in Tasks Setup.
UserAccess
UserID
Expanded the field size from 12 to 32
characters. This field stores the value
set for the User ID in the User tab in
Personnel Setup.
WebAccess
UserID
Expanded the field size from 12 to 32
characters. This field stores the value
set for the User ID in the Web User
tab in Personnel Setup.
Click here for a graphical interpretation of the MoversSuite database schema (4.86).
Schema Changes Version 4.58
Listed in the table below are the database changes made at Version 4.58 of MoversSuite.
Table
Field
Description
OrderPhoneNumber
Ranking
New field storing the ranking value
assigned to a phone number within
the Shipper contact information in
Name, Address, Phone.
Click here for a graphical interpretation of the MoversSuite database schema (4.58).
Efficient Workflow Solutions, LLC
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