Office & Industrial Setup Areas

This section provides information on the setup areas that support an Office & Industrial request.

As the Office & Industrial module is highly customizable, use the detailed instructions within Office & Industrial Initial Setup to setup the essential functionality.

To further customize your Office & Industrial Setup, the following table describes setup areas that may be needed to support Office & Industrial functionality and order processing.

Setup	Description
Account Setup	Manage National Account records available through Account Profile Setup and through the Billing Information tab.
Account Profile Setup	Setting the Account Profile on an order can pre-populate data. The Contacts and Locations assigned to the profile show as options through the Import from Account Profile options within the Contacts and Locations tab.
Address Location Type Setup	Provide types available for assignment to order and service locations. The Location Type is available through the Add/Edit Order Location screen.
Authority Setup	Enter any supported authority values. The Authority is set for the order through the Job Information tab and is utilized in generating GL transactions for revenue associated to the order.
Building Setup	Use to establish buildings that you anticipate reoccurring as part of your Office & Industrial moves. This setup is unique to the Office & Industrial module.
Building Constraints Setup	Establish a basic list of constraints that display on every location associated to all Office & Industrial orders. This setup is unique to the Office & Industrial module.
Commodity Setup	Enter any supported commodity values needed. The Commodity is set for the order through the Job Information tab and is utilized in generating GL transactions for revenue associated to the order.
Contract Master Setup	Create values assignable to an order through the Contract field within the Billing Information tab. The contract specifies the discount for items such as linehaul.
Customer Setup	Manage Customer records available to assign through the order through the Billing Information tab. This setup assumes that your company is not using Microsoft Dynamics GP. If you are using Dynamics GP, then customers are managed through Dynamics GP.
Job Costing Job Costing Rating Job Costing Setup and Administration	Calculate costing and anticipated rated revenue for your Office & Industrial moves.
Lead Type Setup	Define values available through the Lead Source setting within the Contacts and Locations tab.
Forms Designer Forms Designer Setup and Administration	Setup document and email templates to support Office & Industrial moves. The system allows you to incorporate MoversSuite data (Forms Designer) to build custom reports, letters, and email message. Data available for custom documents list within the Insert Bookmark topic. Specific to the Office & Industrial module are the following fields are detailed within the Office & Industrial group within the Insert Bookmark dialog.
Local Service Type Setup	Define which services are available for Office & Industrial moves under each branch of service.
Material Type Setup	Define the values available as Materials assignable to an Office & Industrial order and to individual Local Services requests. Materials include container, packing, and unpacking items updated through the Materials option within Job Information and the CPU option within Add Local Service.
Move Type Setup Move Type Group Setup	Establish types available to the Type of Move setting through the Job Information tab. The Move Type and Move Type Group are utilized to generate revenue GL transactions as well as determining the default branch of the order and the Order Number format.
Note Type Setup	Define any specific note types needed for Note records. Notes allow personnel to share information with others regarding the order (and share with any external applications as well).
Personnel Setup	Users that are to access to and be assignable within Office & Industrial must: • Be assigned a Labor Type that is used within the module • Be assigned to a Branch that has access to Office & Industrial (through Security Profile Setup).
Product Code Setup Product Type Setup Shows Setup	Manage the values for items set within the Shipment Details option within the Shipment Information screen. This option is found on the Job Information tab. Items listed within the Shipment Information screen allow you to document items needing special handling, e.g. electronics and files, and establish any trade shows involved in the project.
Quotes System Setup and Administration Quote Template Setup	You can define custom quote status values assignable to Quote records through the Status field and establish a reusable template of quote items that can be used to create new quotes through the Create menu (on the Quote tab). NOTE: You can also create templates through the Create menu as well as the Quote Template Setup.
Rating Systems Rating Systems Setup and Administration	Create and manage the rating information that applies to revenue generation and to Job Costing. The rating in effect for an order is assigned through the Tariff/Rate field set through the Billing Information tab.
Recurring Billing Recurring Billing Setup and Administration	Manage values needed to support Recurring Billing for the order, managed through the SIT/Recurring Billing tab.
Security Profile Setup	Set a Security Profile record to link to the Office & Industrial module. This setup is required to grant users access to the Office & Industrial module, which is assigned to users through the Security Profile setting in Personnel Setup.
Service Group Setup	Use this setup to define the services listed within the Scope of Work tab within the Job Information tab. This setup is unique to the Office & Industrial module.
Service Type Setup	Provide supported types to link the order to an external application. The Service Type is set for an order through the Job Information tab.
Shipment Type Setup	Provide supported job types to link the order to an external application. The Job Type is set for an order through the Job Information tab.
System Wide Options	Add entry points for custom data entered through the User Defined Fields tab. This setup is also referenced for dispatching variables, such as the Service Start Time, and mail options, such as turning on the MoversSuite Email Service.
Tasks Setup	Establish to-do items available for assignment to personnel through the Tasks tab. You can base task items on Task Dependency Dates, which includes two dates specific to Office & Industrial: Job Start Date and Job End Date. You can assign tasks to a Responsible Role for the Project Manager set on the order.
Valuation Setup	Establish any needed valuation records to support Office & Industrial moves. Valuation is specified on an order through the Job Information tab.