Field Requirements Setup

MoversSuite Administration > Field Requirements

Enable Required Fields functionality by defining records for one or more trigger. MoversSuite enforces validation of required fields specified within the various Field Requirements triggers.

Figure 99: Field Requirements Setup

The Field Requirements Setup provides triggers for various occurrences within MoversSuite, such as the On Create trigger in which validation of the required fields occurs when a new order is created. For each of these triggers, you can assign the data you want validated by creating new Required Field assignments.

Figure 100: Add a new Required Field dialog

Additionally, you can also enable validation based on a particular Shipment Type, Order Status, or Shipment Status. Shipment Type assignments are available for all triggers. You can select a particular Order Status and Shipment Status for the respective triggers.

Listed in the table below are the triggers available.

NOTES

In the case of downloads that affect an order, such as an order registration or update from a van line system, field validation does not occur when the item imports. Validation of the Required Fields does, however, occur when a user attempts to edit the order or in the event that another trigger is evoked, e.g. On Actual Load Set.

The Shipment Type setting is also evaluated for each event. By default the application assumes a setting of “All” to include all Shipment Type settings and includes when the Shipment Type is not set on the order.

The available Shipment Types are defined within Shipment Type Setup.

Order Trigger	Description
On Create	MoversSuite validates required fields associated to this trigger when a user attempts to create an order. The user is prevented from saving a record for a new order until all Required Fields are set. Validation associated to this trigger is ongoing. The application continues to validate the required fields even after the order has been created. Refer to the New function within Order Information for information on creating new leads and orders in MoversSuite.
On Book	MoversSuite validates required fields associated to this trigger when a user attempts to book an order. The user is prevented from evoking the Book Order Information dialog until all Required Fields are set. Validation associated to this trigger is ongoing. The application continues to validate the required fields even after the order has been booked.
On Registration	MoversSuite validates required fields associated to this trigger when a user attempts to set the Van Line Registration Date found on the Agents tab. The user is prevented from saving the order until all required fields associated to this trigger are set.
On Driver Assignment	MoversSuite validates required fields associated to this trigger when a driver is assigned to the order (as determined by the Assigned On Date being set through the Others tab found on the Move Information tab. The user is prevented from saving the order until all required fields associated to this trigger are set.
On First Service	MoversSuite validates required fields associated to this trigger when a user attempts to create a new service from within the Local Services tab. The user is prevented from saving the order until all required fields associated to this trigger are set.
On Actual Load Date Set	MoversSuite validates required fields associated to this trigger when a user attempts to set the Actual Load Date found on the Actual tab from within the Move Information tab. The user is prevented from saving the order until all required fields associated to this trigger are set.
On Actual Delivery Date Set	MoversSuite validates required fields associated to this trigger when a user attempts to set the Actual Delivery Date found on the Actual tab from within the Move Information tab. The user is prevented from saving the order until all required fields associated to this trigger are set.
On Order Status Change	MoversSuite validates required fields associated to this trigger when a user attempts to set the MSS Order Status to a particular Field value that is also associated to this trigger. For example, if you wanted to require that the Bill Date be set when the MSS Order Status was changed to Billed, then use this trigger to define the combination of Order Status of “Billed” and Field of “Bill Date.” The user is prevented from saving the order until all required fields associated to this trigger are set.
On Shipment Status Change	MoversSuite validates required fields associated to this trigger when a user attempts to set the Shipment Status to a particular Field value that is also associated to this trigger. For example, if you wanted to require that the Hauling Agent be set when the Shipment Status was changed to Assigned, then use this trigger to define the combination of Shipment Status of “Assigned” and Field of “Hauling Agent.” Manage the order Shipment Status through the Shipment Status History screen.

The following table lists all required fields that can be assigned to an event for field requirement validation.

Required Field	MoversSuite Field Location
Account Profile	Account Profile tab > Account Profile
Actual Delivery Date	Move Information tab > Actuals tab > Delivery Date
Actual Load Date	Move Information tab > Actuals tab > Load Date
Assigned On Date	Move Information tab > Other tab > Assigned On Date
Assigned On Time	Move Information tab > Other tab > Assigned On Date > Time
Authority	Move Information tab > Authority
Bill Date	Billing Information tab > Bill Date
Booking Agent	Agents tab > Booking Agent
Commodity	Move Information tab > Commodity
Contract	Billing Information tab > Contract
Customer Number	Billing Information tab > Customer
Delivery End Date	Move Information tab > Range tab > Delivery Dates (second value)
Delivery End Time	Move Information tab > Range tab > Delivery Dates > Time (second value)
Delivery Start Date	Move Information tab > Range tab > Delivery Dates (first value)
Delivery Start Time	Move Information tab > Range tab > Delivery Dates > Time (first value)
Destination Agent	Agents tab > Destination Agent
Discount	Billing Information tab > Discount
Discounted Linehaul	Move Information > Discounted Linehaul
Estimate Number	Name, Address, Phone tab > Estimate Number
Estimated Weight	Move Information tab > Estimated Weight
ETA Date	Move Information tab > Other tab > Estimated Time of Arrival
ETA Time	Move Information tab > Other tab > Estimated Time of Arrival > Time
GBL Number	Military/Government tab > GBL Number
Hauled Weight	Move Information tab > Hauled Weight
Hauling Agent	Agents tab > Hauling Agent
Lead Source	Name, Address, Phone > Lead Source
Load End Date	Move Information tab > Range tab > Load Dates (second value)
Load End Time	Move Information tab > Range tab > Load Dates > Time (second value)
Load Start Date	Move Information tab > Range tab > Load Dates (first value)
Load Start Time	Move Information tab > Range tab > Load Dates > Time (first value)
Logistics Coordinator	Name, Address, Phone > Logistics Coordinator
National Account	Billing Information tab > National Account > Account
National Account Name	Billing Information tab > National Account > Name
Origin Agent	Agents tab > Origin Agent
Pack End Date	Move Information tab > Range tab > Pack Dates (second value)
Pack End Time	Move Information tab > Range tab > Pack Dates > Time (second value)
Pack Start Date	Move Information tab > Range tab > Pack Dates (first value)
Pack Start Time	Move Information tab > Range tab > Pack Dates > Time (first value)
Rate Plan	Billing Information tab > Tariff/Rate
Revenue Clerk	Name, Address, Phone > Revenue Clerk
Salesperson	Name, Address, Phone > Salesperson
Service Type	Move Information > Service Type
Shipment Type	Move Information tab > Shipment Type
Shipper Email	Name, Address, Phone > Shipper Contact Information > Email
Task Definition	Name, Address, Phone tab > Task Definition
Transportation Coordinator	Name, Address, Phone > Transportation Coordinator
Type of Move	Move Information tab > Type of Move
Valuation	Move Information tab > Valuation

RELATED TOPIC:

Order History