Movers Suite Administration What tool to use when

Movers. Suite Administration What tool to use when, most underutilized items and specific items such as: Advanced Rating, Invoicing Requirements, Materials, Personnel, and Security Profiles

• Goals of Administration • Administration Tools • Best Practices • The Next Generation

Movers. Suite Administration Tools • Movers. Suite Standard Administration Tool • Movers. Suite Web Administration Tool • Movers. Suite Application Administration Tools

Remember! Each Version Release’s Documentation Provides Administrative Updates

Who Administers Movers. Suite?

“What is the most important administration task? ” What has to be done and where to find : - Resources - Data Entry - Data Management -

Data entry into the Movers. Suite database occurs in more than one method: manual, selection of a data element in a dropdown, and through the import from a 3 rd Party Interface. -Manual entry directly into the field such as the shipper’s name. -Selection of a data element in a dropdown: Account Profiles, Task Definitions, Move Types, Commodities, Local Services and … -3 rd Party interface such as the van line, Great Plains, or other interface. Data entry by any method requires that the administrative setup is complete for all tables from Branch set up through General Ledger mapping.

Movers. Suite Standard Administration Tool The Movers. Suite Standard Administration Tool’s primary table groupings include: üAFS üCommon üMMS üThird Party Applications üItem Code Generation

Movers. Suite Standard Administration Tool

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Movers. Suite Standard Administration Tool Item Code Generation

Movers. Suite Web Administration Tool

Movers. Suite Web Administration Tool Features of the Movers. Suite Web Administration Tool üUsers access the Movers. Suite Web Administration tool through a url. üThe login and password to the tool is the same as their Movers. Suite login and password. üSecurity can be assigned to users giving access to a single table such updating Agent information to all of the areas of this administration tool.

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Movers. Suite Application Administrative Tools

Movers. Suite Application Administrative Tools Third Party Application Error Management

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Advance Rating

Advance Rating provides the ability to determine the rates that are multidimensional, a rate based on miles and weight with break points. Advanced Rating is a rate matrix. Matrix can be viewed as a table with an unlimited amount of rows and columns with two labeled sides: X-coordinate (X Range) and the Y-coordinate (Y Range). At the intersection of the two coordinates is the information (rate and breakpoints) that is to be returned as rating information to Movers. Suite. • Enter the X and Y Range such as weight and miles and define the range for each axis. • Enter details are entered the rates for each axis intersection and the applicable break point if any. • In the Rate Plan rates table identify the Advance Rating Matrix that will be used.

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Invoicing

Invoicing There are many Invoicing Tools in Movers. Suite. Some Administrative setup not only customizes the look of the invoice, it also improves the process. • Predefining customers that invoicing is not Required-COD customers and the van line (Movers. Suite Web Administration Tool) • Company branch and van line logos can print on the invoices • Messages can be predefined to print on the invoices (Invoice Terms) • Revenue Items to include on the invoice can be predefined • Invoice Groups can be customized to include customer specific information.

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Materials

Materials The CPU dialog on the Movers. Suite Move Information tab, Local Dispatch, and the import of Actuals into Revenue Entry provides the list of Containers, Packing, Unpacking, and non-transportation material that can be used on an order. In the Materials table of the Movers. Suite Web Administration tool allows the user to define the list of Materials that will display and their associated items code. Noting if the Item Code is in the rate plan that is used on the order, Actuals can be imported into Revenue transactions. This import can be an itemized list containers furnished, packed, and unpacked. The import can also be for non-transportation equipment furnished.

Materials

Security Profiles

Security Profiles Users are granted access to the company branches, Movers. Suite modules, and features based on the security profile that is assigned to them in User Access in their Personnel file. Security profiles can be customized to meet the user’s responsibilities to the company.

Security Profiles To customize a profile there are some basic considerations: 1. Which branches of the company will the user require access? Some times this access may be full or read only. 2. Which implemented modules will the user require access? 3. Is there a Security profile that is comparable with minor modifications? Once items 1 through 3 are answered a profile can be customized. In the Movers. Suite Web Administration tool: 1. Name the new profile 2. Copy a pre-existing profile that most closely matches the new profile 3. Assign the new security profile to applicable user.

Adding a New Branch?

Tables Used to Add A New Branch to the Movers. Suite Data Base The Movers. Suite Web Administration Tool • Agents • Branch • Order Numbers • Move Type • Personnel • Security Profiles • Invoice Requirements • External Interface Configuration The Movers. Suite Standard Administration Tool • Serv. Type – Service Types • CRNumbers – Cash Receipt Numbers • PMPosting Accounts • Branch Division • Invoice Terms • IGC Setup • Claims Settlement Clearing Account • Equipment

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What is in the future for Movers. Suite Administration Tools? ? What do you see Mr. Wizard?

New Movers. Suite Administration Tool

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