IMPORTANT

Errors will occur during upload and download processes if setup is incomplete and/or inaccurate. Also, make sure that your MoversConnect service is up and running. Contact SIRVA for the most accurate list of supported codes and information.

Setup

Description

Account Setup

Customers defined in SIRVA are managed as National Accounts in MoversSuite. The customer information is assigned to National Accounts through the Account Setup. Assign the SIRVA customer number to the Account Number and assign the SIRVA customer billing location number to the Default Billing Location Number (up to 15 characters). These values are referenced within the National Account section on the Billing Information tab.

You can also attach an Order Memo to a customer referencing SIRVA Master Codes. Refer to the SIRVA Customer Order Memo topic for details.

Address Location Type Setup

Link address location records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Location Site Code) using this setup.  The following is a list of supported code values:

Agent Setup

Use this setup to define agents referenced by SIRVA.  In particular, the Agent ID must be in the correct format and not contain any special characters (e.g. spaces, hashes, hyphens)and set the Vanline to one supported by SIRVA.

Auto Make Setup

Link commodity records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Item Make) using this setup.  The following is a list of supported code values:

Branch Setup

Verify that branch records associate to correct Van Line values.

Commodity Type Setup

Link commodity records to SIRVA by associating Commodity Code values to SIRVA supported codes (i.e. Shipment Type).  The following is a list of supported code values:

Material Type Setup

Define container, packing, and unpacking records and use XML Item Code Setup to map these records to container records needed for Guarantee Price Information. Refer to the XML Item Code description within this table for more information.

Move Type Setup

Link Move Type records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Hauling Authority Type) through the External Interface Mapping page.  The following is a list of supported code values:

Verify that the move types associate to the correct, SIRVA-supported Branch values and the Order Number Style setting is appropriate for SIRVA orders.

Note Type Setup

Add a note with the Van Line Code of “Sirva”. This document type will be used to record information on order registration.

Order Number Setup

Verify that Order Number formats used for SIRVA associate to the correct Van Line. 

Packing Type Setup

Define the packing type values needed for the Registration upload and associated to an order through the Packing Type field in Move Information.

Currently, a type of “Full Service Pack” is supported. Setting this value will instruct the application to indicate a full pack on the Registration upload to SIRVA.

Payment Method Type Setup

Link Payment Method records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Payment Type Setup

Link Payment Type records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Personnel Setup

Assign MoversSuite personnel to the SIRVA supported User ID values within the Interface Mapping tab.  These values are required to match employees to SIRVA users.

Product Code Setup

Link Product Code records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Product Type Setup

Link Product Type records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Rate Plan Setup

Set the Van Line Code to the Customer Agreement Number supplied by SIRVA, e.g. “GRR” for Guarantee Pricing. 

The following is a list of currently supported codes:

Security Profile Setup

Update user access for the following two Module values:

Order Information

Access Type of “Read Only” or “Full” allows user to access the Third Party Interface Order Monitor.

SIRVA Statement Integration

This module controls access to the ability to view and process statements.

Service Type Setup

Define service type records mapped to SIRVA Van Line Code values using this setup.

Shipment Status Setup

Create status records to document the progress of a shipment.  The following External Codes must be defined for the SIRVA interface in order to exchange data between MoversSuite and the SIRVA STS.

Shipment Type Setup

Link Shipment Type records to SIRVA by associating Van Line Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Shipper Email Type Setup

Map an Email Type to SIRVA specifically for a Government Employee Email (“GEE”). Map the following External Code to the SIRVA interface within this setup.

This setting is referenced on SIRVA STS uploads and downloads. Refer to the SIRVA Registration Upload Content for usage.

Valuation Setup

Link Valuation records to SIRVA by associating External Code values to SIRVA supported codes (a.k.a. Valuation).

The following is a list of supported code used by SIRVA:

XML Interface Setup

Use this setup to define an interface for SIRVA. The SIRVA interface is referenced by other XML setup areas. This setup also allows you to define which van lines are available to exchange data between SIRVA systems and MoversSuite.

Van Line Item

Define one or more supported van line by adding Van Line Items referencing the following codes:

Branch Item

In addition to mapping the van lines, you can also control which branches are available based on Authority Type. Orders must be associated to a branch defined within this list, otherwise they are unable to connect to SIRVA nor will SIRVA option be available through the Tools Menu.

NOTE: The External Code is not referenced for SIRVA Integration.

XML Item Code Setup

Utilize this setup to map SIRVA containers to MoversSuite containers. Refer to the XML Item Code Setup (SIRVA) topic for a complete list of support values.

Create records for each supported container type setting the SIRVA support type within the XML Item Code field and link it to a MoversSuite defined code by setting the Material Type.

The list of Material Type values is defined within Material Type Setup.

IMPORTANT:

You can link multiple XML Item Code values to a single Material Type. However, we recommend mapping to a Material Type once to avoid creating multiple carton records for billing. Additionally, each XML Item Code value referenced through Guarantee Price Information is sent to SIRVA individually, therefore “Dish Pack” and “Glass Pack” are treated as two separate items even if they both point to the same Material Type. 

IMPORTANT:

Mappings are required for the Guarantee Price Information that are included when the Rate Plan links to an External Code of “GRR” in Rate Plan Setup.

NOTE: The Include imported items as Transportation revenue flag and Item Code setting are not reference for SIRVA Integration.

XML System Setup (SIRVA)

XML System Option (SIRVA)

Use the XML System Setup to define the system available (QLAB, STS, et al) and the properties for processing for SIRVA.