National Account Field
Description
General tab
Account Number
Enter identifier for the account (up to 15 characters).
Notes:
The account number does not impact the assignment of the AR or who holds the AR for an order.
National accounts are typically volume movers and may be tied to a van line, in which case, the number used to identify these accounts should be the same that was assigned to them from the van line.
SIRVA Note:
Field length cannot exceed 8 digits when exchanging data with SIRVA.
UniGroup Note:
Field Length cannot exceed 10 digits when exchanging data with UniGroup.
Account Name
Enter the name for the account (up to 25 characters).
Branch
Associate a branch of service to the national account. See Branch Setup for more information.
Default Billing Location Number
This is a mandatory field for SIRVA STS Integration users (up to 15 characters). Other users can optionally use this field to enter a Billing Location Number for national account shipment registrations.
Note: For SIRVA STS Integration users, each National Account can be assigned multiple Billing Location Numbers. If this field is left blank, then MoversSuite sends along the Account Number (from the National Account section of Billing Information tab) as the Billing Location Number for use during a registration.
Department Agency
Enter the department agency this account belongs to (up to 27 characters).
Bureau Service
Enter the preferred bureau service provider for the account (up to 27 characters).
Contact
Enter the contact person or position for the account (up to 25 characters).
County
Enter the county code (up to 3 characters) of the account.
Account Address
Enter the street address (up to 256 characters for each line) of the account.
City
Enter the city (up to 26 characters) of the account.
State
Enter the state (up to 2 characters) of the account.
Country
Select the country of the account from the provided list (Country Code Setup).
Postal Code
Enter the postal code (up to 10 characters) of the account.
Memo
Enter a memo to attach to this account (up to 60 characters). The memo will be visible when the account is inquired upon and appears as a memo attached to the account.
Phone Number
Provide the phone number for the account. Enter the
number in the space provided or use the phone control menu (
).
Refer to Phone Number Entry for more information.
Inactive
Setting this flag marks this record as inactive and users will not see this record as an option within the Account and National Account listings in MoversSuite, such as within the National Account field on the Billing Information tab, within the Account Profile Setup, and Sales Lead Information screen. Use this option if you cannot delete the record (because it links to another record) and do not want it available to users in MoversSuite.
Options exist through the selected records option menu
(
), available in the upper
right-hand corner of the screen that allow you to mark all records
displayed in the grid as inactive or active.
Figure 1: Options menu for selected records
User Defined Label tab
Up to eight custom fields are available to MoversSuite users. The labels are defined here and will appear within the National Account Specific tab in User Defined Fields. A user can enter responses (up to 30 characters in length) for each question defined here.
User Defined Label 1
Enter the label for the first user defined field (up to 30 characters).
User Defined Field 1 is active
Set this flag to activate the corresponding Label 1 field and have it visible within the User Defined Fields tab.
User Defined Label 2
Enter the label for the second user defined field (up to 30 characters).
User Defined Field 2 is active
Set this flag to activate the corresponding Label 2 field and have it visible within the User Defined Fields tab.
User Defined Label 3
Enter the label for the third user defined field (up to 30 characters).
User Defined Field 3 is active
Set this flag to activate the corresponding Label 3 field and have it visible within the User Defined Fields tab.
User Defined Label 4
Enter the label for the fourth user defined field (up to 30 characters).
User Defined Field 4 is active
Set this flag to activate the corresponding Label 4 field and have it visible within the User Defined Fields tab.
User Defined Label 5
Enter the label for the fifth user defined field (up to 30 characters).
User Defined Field 5 is active
Set this flag to activate the corresponding Label 5 field and have it visible within the User Defined Fields tab.
User Defined Label 6
Enter the label for the sixth user defined field (up to 30 characters).
User Defined Field 6 is active
Set this flag to activate the corresponding Label 6 field and have it visible within the User Defined Fields tab.
User Defined Label 7
Enter the label for the seventh user defined field (up to 30 characters).
User Defined Field 7 is active
Set this flag to activate the corresponding Label 7 field and have it visible within the User Defined Fields tab.
User Defined Label 8
Enter the label for the eighth user defined field (up to 30 characters).
User Defined Field 8 is active
Set this flag to activate the corresponding Label 8 field and have it visible within the User Defined Fields tab.