This topic provides a basic overview of the initial steps to get AgentConnect up and running along with listing of the mappings and setup areas that affect AgentConnect processing.
Initial Setup
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Step |
Description |
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STEP 1 |
Contact the Sales Team to initiate the purchase and request the necessary information to enable AgentConnect and VendorConnect on your system. Each company (“agent”) that imports or exports data will also need to be set up with AgentConnect and VendorConnect. |
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STEP 2 |
Add an AgentConnect Network record under VendorConnect Setup and assign all supported branches. These are the branches you wish to import and export orders through the AgentConnect process, aka “Agent Network.” |
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STEP 3 |
Once your Agent Network is established through VendorConnect, you can define which external agents you wish to be part of the Agent Network. The records defined in the AgentConnect Setup are those that can send and receive orders, optionally, to the branches listed within AgentConnect Setup.
NOTE: Additional options within AgentConnect Setup allow you to permit downloads and uploads for all agents participating in the Agent Network.
NOTE: Records defined within AgentConnect Setup are available as options through the AgentConnect Network Upload option in MoversSuite.
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STEP 4 |
Update other setup areas as needed. View the Mappings and other settings to support AgentConnect listed in the following section for details. |
Mappings and other settings to support AgentConnect
Depending on the amount of detail you wish included in the data exchange, you will also need to add or verify that mappings are defined correctly in the following setup areas. Data that is not mapped will not import or export. You can view all the data that is available through the AgentConnect Content topic.
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Setup Area |
Description |
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MoversSuite Administration > Accounting and Financial Services | |
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MoversSuite Administration > Accounting and Financial Services > Payment Type Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Payment Type displays on the Billing Information tab. | |
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MoversSuite Administration > Account and Financial Services > Rate Plan Verify that each system that is part of the Agent Network contains the same Rate Plan records, as specified through the Rate Plan Name value. Note that if importing a rate and the corresponding Rate Plan Name is not in your system, then a record will be added to your system automatically. Tariff/Rate displays on the Billing Information tab. | |
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MoversSuite Administration > Administration | |
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MoversSuite Administration > Administration > Commodity Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Commodity displays on the Move Information tab. | |
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MoversSuite Administration > Administration > Packing Type Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Packing Type displays on the Move Information tab. | |
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MoversSuite Administration > Administration > Payment Method Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Payment Method displays on the Billing Information tab. | |
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MoversSuite Administration > Administration > Shipper Email Type Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Email type displays on the Name, Address, Phone tab for associated email addresses. | |
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MoversSuite Administration > Administration > Shipper Phone Type Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Phone type displays on the Name, Address, Phone tab for associated phone numbers. | |
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MoversSuite Administration > Administration > XML Interface Verify that all Van Lines are configured for each vendor supported within the Agent Network. | |
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MoversSuite Administration > Administration > XML Item Code If you wish to include Crating Information, then add each supported type as an XML Item Code value for the appropriate interface. For example, Suddath would have a single XML Item Code record for “Crate, per ft3” that is assigned to each crate imported. Crates displays within Crating Information available through the CPU button within the Military/Government tab. | |
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MoversSuite Administration > Operations | |
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MoversSuite Administration > Operations > Shipment Status Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Optionally, if you wish to update the MSS Order Status, you can also set the Set Order Status To. Shipment Status displays within the Order-Level Functions. | |
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MoversSuite Administration > Customer Service | |
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MoversSuite Administration > Customer Service > Account Verify that each system that is part of the Agent Network contains the same Account records, as specified through the Account Number value. Note that if importing an account and the corresponding Account Number is not in your system, then a record will be added to your system automatically. National Account displays on the Billing Information tab. | |
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MoversSuite Administration > Customer Service > Address Location Type Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Location Type displays on the Name, Address, Phone tab and on Extra Stops. | |
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MoversSuite Administration > Customer Service > Agent Verify that each system that is part of the Agent Network contains the same Agent records, as specified through the Agent ID value. Note that if importing an agent and the corresponding Agent ID is not in your system, then a record will be added to your system automatically. Agents displays on the Agents tab. | |
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MoversSuite Administration > Customer Service > Auto Class Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Auto Class displays on the Move Information tab. | |
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MoversSuite Administration > Customer Service > Auto Make Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Auto Make displays on the Move Information tab. | |
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MoversSuite Administration > Customer Service > Lead Type Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, suc such as Suddath. Lead Source displays on the Name, Address, Phone tab. | |
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MoversSuite Administration > Customer Service > Material Type Verify that each supported type is defined with a Description that is shared by all through the Agent Network. Materials display as Container, Packing, and Unpacking items within the Update Containers, Packing and Unpacking dialog found through the CPU button within the Move Information tab. | |
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MoversSuite Administration > Customer Service > Note Type Verify that each supported type is assigned to the Van Line Code that will be referenced by all in the Agent Network. Only notes with a Van Line Code are included in the export/import process, including local service type notes, i. e. all note types that you wish to have included must have a Van Line Code associated to them. Note types are utilized within the Notes tab. | |
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MoversSuite Administration > Customer Service > Valuation Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Valuation displays on the Move Information tab. | |
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MoversSuite Administration > Customer Service > Valuation per Pound If exchanging Valuation data, verify that each system has the same valution amounts in order to avoid errors when importing/exporting. Valuation per Pound displays on the Move Information tab. | |
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MoversSuite Administration > Military | |
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MoversSuite Administration > Military > Branch of Service Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Branch of Service displays on the Military/Government tab. | |
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MoversSuite Administration > Military > Code of Service Verify that each supported type is assigned to the External Code that will be referenced by all in the Agent Network for the appropriate Interface, such as Suddath. Code of Service displays on the Military/Government tab. | |
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MoversSuite Administration > MoversConnect | |
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Define individual Agent Networks within this setup. Using this setup you can define which branches can communicate with each other and specify which allow uploads and/or downloads. | |
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Establish a master connector for AgentConnect and define which branches you want included in the network through this setup. | |
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MoversSuite Administration > Personnel | |
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MoversSuite Administration > Personnel > Personnel Personnel assignments are included based on their role on the order and agency affiliation. For example, the OA Surveyor is included if the Origin Agent is a Sister Agent. Furhter, each person must have their User ID referenced by external systems linked to that particluar Labor Type and supported branch or branches within the Employee Interface Mapping section on the Interface Mapping tab. The following roles can be included in imports/exports (Labor Type): Salesperson (sales) that displays on the Name, Address, Phone tab Transportation Coordinator (coor) that displays on the Name, Address, Phone tab Logistic Coordinator (coor) that displays on the Name, Address, Phone tab OA Coordinator (coor) that displays on the Agents tab OA Surveyor (OA Surveyor) that displays on the Agents tab Revenue Clerk (Revenue Clerk) that display son the Billing Information tab
Code of Service displays on the Military/Government tab. | |