MoversSuite Military EDI Invoice Integration is designed to electronically bill military customers. Specifically, those that purchase the Military EDI Invoice Integration will need to have licensing agreements with Data Masons Software (http://www.datamasons.com/) and any related billing processors.
Once the requirements are met, the following setup is needed to define the Military EDI process within MoversSuite.
Before you begin…
For initial setup, MoversSuite recommends that setup occurs in the following order:
1. Point of Service Setup
2. Rate Type Setup
3. Reports Setup (if defining a new report document for EDI invoices)
4. EDI Customer Setup
5. Carrier Setup (Military/Government)
6. XML Interface Setup (if downloading through UniGroup)
7. Set order data (outlined within Military EDI Invoice Integration Required Fields)
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Setup |
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Define needed carrier records including SCAC. Payee Codes supported by the EDI provider must be associated to each carrier record; one Payee Code must be defined as the default. | |
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Each EDI customer will need to be defined within this setup to be recognized by MoversSuite for EDI integration. When the application recognizes an EDI customer it will make EDI fields available within Add Revenue Group and Add Revenue Item for revenue generation and within New Complete Invoice for invoicing; Customer EDI Items defined within this setup will be used to populate the EDI Item and EDI Code fields in these areas as well. The Customer EDI Item values set for each record will map EDI Item values, which are codes used by the EDI provider to identify rating values for billing, to either a MoversSuite Revenue Group or Item Code. The default values set when adding revenue, invoicing, and importing revenue will be based on this mapping as well. Refer to EDI Customer Setup for more information on Military EDI Invoice Integration setup. The UniGroup Rating Send will recognize EDI items when importing revenue (see UniGroup Downloads) and update the line item details.
Note: If an EDI Item is defined for “185A” then SIT Authorization is required in SIT/Recurring Billing.
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The Point of Service must be set for an EDI invoice. It informs the EDI provider of the point of service for the invoiced items and is managed through the Point of Service field in Add Revenue Item. It will be set automatically based on the EDI Item set for the item. The Point of Service can be associated to EDI Items through EDI Customer Setup as well. | |
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Rating details, such as quantity and rate, are needed for EDI invoices when importing revenue. Rate Type records are assigned to Rates within EDI Customer Setup. Additionally, the mappings defined within the Interface Item section allow this data to be retrieved on imports from the specific provider. | |
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Manage the data and look of the invoice document using this setup. Link reports defined here to the default report that displays in New Complete Invoice through EDI Customer Setup. | |
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If importing revenue through UniGroup, verify that the appropriate interfaces are defined. They will be required when defining Point of Service and Rate Type records when importing revenue. |
RELATED TOPICS:
Military EDI Invoice Integration Required Fields