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Learn about the essential administration tasks in MoversSuite, including data entry, management, and customization. Explore the different administration tools available and discover best practices for efficient administration. Get insights into the upcoming MoversSuite web and application administration tools.
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MoversSuite 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
MoversSuite Administration Tools • MoversSuite Standard Administration Tool • MoversSuite Web Administration Tool • MoversSuite Application Administration Tools
Remember!Each Version Release’s Documentation Provides Administrative Updates
“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 MoversSuite database occurs in more than one method: manual, selection of a data element in a dropdown, and through the import from a 3rd Party Interface. -Manual entry directly into the field such as theshipper’s name. -Selection of a data element in a dropdown:Account Profiles, Task Definitions, Move Types,Commodities, Local Servicesand … -3rdParty interface such as the van line, GreatPlains, 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.
MoversSuite Standard Administration Tool The MoversSuite Standard Administration Tool’s primary table groupings include: • AFS • Common • MMS • Third Party Applications • Item Code Generation
MoversSuite Standard Administration ToolItem Code Generation
MoversSuite Web Administration Tool Features of the MoversSuite Web Administration Tool • Users access the MoversSuite Web Administration tool through a url. • The login and password to the tool is the same as their MoversSuite login and password. • Security can be assigned to users giving access to a single table such updating Agent information to all of the areas of this administration tool.
MoversSuite Application Administrative Tools Third Party Application Error Management
Advance Rating Advance Rating provides the ability to determine the rates that are multi-dimensional, 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 MoversSuite. • 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.
Invoicing There are many Invoicing Tools in MoversSuite. 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 (MoversSuite 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.
Materials The CPU dialog on the MoversSuite 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 MoversSuite 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.
Security Profiles Users are granted access to the company branches, MoversSuite 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: • Which branches of the company will the user require access? Some times this access may be full or read only. • Which implemented modules will the user require access? • 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 MoversSuite Web Administration tool: • Name the new profile • Copy a pre-existing profile that most closely matches the new profile • Assign the new security profile to applicable user.
Tables Used to Add A New Branch to the MoversSuite Data Base The MoversSuite Web Administration Tool • Agents • Branch • Order Numbers • Move Type • Personnel • Security Profiles • Invoice Requirements • External Interface Configuration The MoversSuite Standard Administration Tool • ServType – Service Types • CRNumbers – Cash Receipt Numbers • PMPosting Accounts • Branch Division • Invoice Terms • IGC Setup • Claims Settlement Clearing Account • Equipment
What is in the future for MoversSuite Administration Tools?? What do you see Mr. Wizard?
