If a person is already set in one of the above fields, then we do not update them on subsequent downloads from Unigroup.
This section lists the enhancements added to MoversSuite.
BI Tool Updates
Many views in the BI Tool have new fields and updates.
The views affected and the changes to those views are listed below. Notice some changes/updates apply to more than one view.
|
VIEW |
UPDATES OR CHANGES |
|
AR Credit Collections |
Updated the view to show all alerts. Previously, the alerts would only show if there were invoices attached to record. |
|
Crew Actuals Local Services
|
Added the following to each of these views to show if the person was a lead or not along with the name of the person assigned a crew lead: IsCrewLead CrewLeadName |
|
Local Dispatch Grid Local Services
|
Added the following as set from Set Service Time or Edit Crew screens in Local Dispatch: CrewReportTime CrewReportLocation |
|
Office Industrial Order Order Information
|
Added the following to capture the Contract set on an order through the Billing Information tab: Contract |
|
Revenue Entry Revenue Entry Revenue
|
Updated the following to show O&I assignments to the Origin location and Destination locations set on the Contacts and Locations screen: OriginCity OriginState OriginZip DestinationCity DestinationState DestinationZip Added the following columns to these views: OACoordinator (from the Agents > OA Coordinator) OASurveyor (from the Agents > OA Surveyor) |
|
SIT Information
|
Added the following to this view: OrderStatus Coordinator (from Name, Address, Phone tab > Transportation Coordinator) |
MORE INFORMATION:
INTERNAL REFERENCE:
MOV-6324, MOV-6335, MOV-6336, MOV-6342, MOV-6394, MOV-6409, MOV-6418
Unigroup
Unigroup Registration Downloads now include additional personnel.
MoversSuite has been updated to accept personnel downloaded from the Unigroup Name and Address Information (AOM) system. The added personnel include the following:
|
MoversSuite Field Location (Setup Role) |
Conditions |
XML Tags |
|
Name, Address, Phone tab > Salesperson (Sales) |
Salesperson is set if the Booking Agent is a Sister Agent on the order. |
<aom_salesrep_id> <aom_salesrep_agency> |
|
Name, Address, Phone tab > Transportation Coordinator (Coor) |
If the Origin Agent on the order is a Sister Agent, then we set the OA Coordinator. |
<aom_coord_id> <aom_coord_agency> |
|
If the Origin Agent is a Sister Agent of the order, then we set the OA Surveyor if it is not the same identifier as the Salesperson. |
<aom_estimator_id> <aom_estimator_agency> | |
|
Agents > OA Coordinator (Coor) |
If the Origin Agent on the order is a Sister Agent, then we set the OA Coordinator. |
<aom_coord_id> <aom_coord_agency> |
|
Agents > Other Surveyor (OA Surveyor) |
If the Origin Agent is not a Sister Agent, then we set the Other Surveyor, provided that the estimator does not match that of the Salesperson. |
<aom_estimator_id> <aom_estimator_agency> |
|
|
If a person is already set in one of the above fields, then we do not update them on subsequent downloads from Unigroup. |
Mappings must also be established for each person for the particular “Setup Role” shown above. Create the mappings for each person through Personnel > Personnel Setup. After choosing a personnel profile, go to the General tab to view the roles assigned under the Labor Type Item listing.
To assign the supported role for the Labor Type, go to the Interface Mapping tab.
In the following example, we need Heather to only be assigned on downloads to the Salesperson Labor Type and needs to have a User ID for that Interface Mapping. The User ID is set under Employee Interface Mapping and is comprised of a combination of their Agency Identifier and their Agency Code. Heather’s User ID, in the example below, is “4000-164”, which is comprised of “4000” under the Code of “0164”. The application recognizes the User ID by combining the ID and the Code separated by a “-“. Any leading spaces or zeros that Unigroup may show on their end for both the ID and the Agency Code are removed by the application.
If Heather needs to have multiple User IDs for different “agencies” or branches, then you can define them appropriately within this setup as well by creating separate Employee Interface Mapping records for each supported branch. Select Click here to add a new Employee Interface Mapping to add additional mappings.
MORE INFORMATION:
UniGroup Registration Download Content
UniGroup Download Setup and Administration
INTERNAL REFERENCE:
MOV-6344