Setup

Description

Commodity Setup

Use this setup to enter codes required for UniGroup Registration downloads to identify the revenue classification of the order, e.g. “SCOM,” “DISP,” and “ELEC.” Add these supported codes as External Items for appropriate Item Codes.

Direction Setup

Enter appropriate Van Line Code values supported by UniGroup for International move request.

UniGroup currently supports the following Direction codes:

Item Code Setup

Item Codes provide the mechanism to generate accounting transactions and provide rating for items imported into MoversSuite. Both the Distribution (RDBS) and Rating (PRIC) downloads require that supported codes map to MoversSuite Item Code records. Item Codes also provide a link to UniGroup Service Codes for all imported items, not just those associated to Distribution or Rating. Item Codes link to or rely on the following setup areas:

Authority Setup

Branch Setup

Commodity Setup

Material Type Setup

Move Type Setup

Rate Plan Setup

Service Code (Accounting) Setup

Refer to Item Code Generation for more information.

Accessorials Item Code Definition:

The import process checks for a match between a UniGroup Carton Code (e.g. ascrl_carton_code) and the Van Line Service Code within Item Code Setup. If a match is found, then the Distribution or Item Code (e.g. ascrl_code_dstr_uvl and ascrl_code_item) of the imported item is compared to the Service Code on the Item Code Setup record. If a match is encountered, the item imports and transactions will generate correctly when processed through Payment Management and within Revenue Entry.

Therefore, verify that Service Code and Van Line Service Code values are defined correctly within Item Code Setup. Verify that all supported codes are defined within Service Code (Accounting) Setup and they link correctly back to the Item Code. Additionally, link these Item Codes to Material Type Setup records.

Example: Let us say you have a 1.5 cu ft container defined as Item Code 22102. The Item Code has a Van Line Service Code of 10 and the Service Code is 054. The 10 value matches the UniGroup Carton Code for CARTON 1 ½ CU. FT. (view the UniGroup Carton Codes topic for a list). The 054 value matches what is provided by UniGroup for container commissions (defined within Service Code (Accounting) Setup ). Within Material Type Setup, verify that the CPU Type Item for Container is set to the 22102 Item Code.

Similar setup must be done for each supported accessorial type.

PEAK Accessorial Rates:

The import process identifies PEAK rate items based on the Descrip Code (asrl_descrip_code) of P. If PEAK rates apply for supported accessorial items, then the process checks for a Van Line Service Code of 999 associated to the same Service Code. Of note, if no matching PEAK record exists for the Service Code, then the application uses the default Item Code record to determine rating and to retrieve accounting transaction generation information.

then duplicate the Item Code tied to the accessorial and change the Van Line Service Code to 999 in Item Code Setup. Update Rate Plan Setup records accordingly to reference the new Item Code. Repeat this for each supported Item Code.

Example: Let us say you have a 1.5 cu ft container defined as Item Code 22102. The Item Code has a Van Line Service Code of 10 and the Service Code is 054. Create a duplicate of this record with an Item Code of 24102, for example, and change the Van Line Service Code to 999. Update any Rate Plans that reference Item Code 22102 to also reference 24102.

NOTE: The import process identifies PEAK rate items through the Descrip Code of P (asrl_descrip_code). Also,

Material Type Setup

Use this setup to link carton information to Item Code records.  Item descriptions must match the correct Van Line Service Code within Item Code Setup. 

Refer to UniGroup Carton Codes for a listing of generally accepted codes from UniGroup.

Note Type Setup

Use this setup to associate Note Type records to Van Line Code values supported by UniGroup for Memo Pad downloads.

Note:

If the application is unable to match on a Van Line Code during a Memo Pad download, then it will create a Note Type record automatically for the code.

Refer to Unigroup Memo Pad Download Content for usage.

See UniGroup Note Codes for a listing.

Personnel Setup

The application requires a generic MoversSuite user to log notes downloaded as part of a MemoPad download.  The following values must be set for this user:

First Name/MI, e.g. “External”

Last Name, e.g. “Application”

Employee #, e.g. “vl”

Status set to “ACTIVE”

Default Branch

The Van Number must be set for drivers in order to auto download orders for these drivers.

Point of Service Setup

Define Point of Service values needed for line items on an EDI invoice imported from the UniGroup Rating Send (UniGroup Downloads) and through the Point of Service field in Add Revenue Item.

UniGroup currently supports the following Point of Service values on Rating Sends (set the following for External Code values):

Queue Service Setup

Verify the queue service setting are correct and functioning.

Optionally, add Queue Service Message Type Items for the services you wish to receive a copy of the message exchanged between the process and the MoversSuite Queue Service. The type of message types specific to UniGroup downloading include the following:

UniGroup Dispatch Download

UniGroup Distribution Download

UniGroup Local Intra Quote Download

UniGroup MemoPad Download

UniGroup Quotes-To-Go Opportunity Download

UniGroup Rating Download

UniGroup Registration Download

UniGroup Statement Download

UniGroup Survey Download

UniGroup TransDocs Download

UniGroup TransDocs Error Download

Queue Service Server Setup

Create an entry for all downloads from UniGroup. This record points MoversSuite to the request, retry, and error file locations.

Create three Queue records underneath this one record as specified below.

Define a Request Queue:

Define a Retry Queue:

Define an Error Queue:

Rate Type Setup

Map calculation type codes supported by UniGroup (ASRL-CALC-TYPE) to MoversSuite Rate Type records for Rating Downloads.

Set Shipment Status

Create status values for the defined UniGroup interface that will be set through a download or manually through Set Shipment Status. 

The following list displays the External Code values supported by UniGroup:

System Wide Options

Setting the Auto dispatch services downloaded from van line flag instructs the application to assign a UniGroup Dispatch download order to a trip in Long Distance Dispatch automatically (see Auto Dispatching for more information).

See UniGroup Registration Downloads for usage.

Transportation Mode Setup

Use this setup to link an International order download to a supported transportation mode through the Van Line Code setting.

UniGroup currently supports the following modes:

UniGroup Quotes to Go Setup and Administration

Define the web service information and data mappings needed to exchange data with the UniGroup Quotes to Go system.

Valuation Setup

Valuation per Pound Setup

Establish valuation records to support those on the UniGroup Registration system. The following list are the known supported codes that must map to External Code values for Interface Items within the Valuation Setup.

XML Interface Setup

Define “UniGroup” as an interface and establish links between UniGroup External Codes and supported Van Lines and identify branches that will support UniGroup uploads through Branch Mapping.

XML System Setup

Define systems and sub-systems needed for exchanging data with UniGroup and TransDocs. 

See TransDocs Integration Setup and XML System Setup (UniGroup) for details.