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). 

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.

Setting this flag marks this record as inactive. When a record is marked inactive, the account will no longer appear within Account dropdown selectors within the following areas:

•      Admin > Customer Service > Account Profile > Account

•      Admin > Customer Service > Tasks > Account

•      Admin > Accounting and Financial Services > Commissions > Add/Edit Commission Plan Details > National Account

•      MoversSuite > Billing Information > National Account

•      MoversSuite > Claims > Claim Detail > National Account (the National Account on the Order of the claim)

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.

See Mass Record Selection Options for how to inactivate or activate multiple records at once.

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. These fields are tracked in Order History.

User Defined Label 1

Enter the label for the first user defined field (up to 30 characters).

In Order History, changes are tracked under the label name entered and  UDF-1A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-2A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-3A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-4A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-5A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-6A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-7A, which identifies the field.

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).

In Order History, changes are tracked under the label name entered and  UDF-8A, which identifies the field.

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.