Administrative Setting

Description

Address Location Type Setup

UNIGROUP SPECIAL SERVICES UPLOAD:

Establish supported Location Codes that link to Location Type values associated to addresses set within Extra Stops and Name, Address, Phone. Set Location Codes as External Code values for the UniGroup interface.

UniGroup currently supports the following Location Codes (check with UniGroup for an updated list):

The last code of 09 is only supported for origin address locations.

Agent Setup

Verify that agents assigned to UniGroup orders link to a UniGroup supported Van Line; the Van Line for UniGroup must point to a Van Line Setup record with a Van Line Code of U or M.

UniGroup supported Agent records also link to Branch Setup records, which in turn supply the UniGroup affiliation to orders (Branch assignment) and to personnel (Default Branch assignment) records.

Commodity Setup

Establish proviso codes referenced by UniGroup for revenue classification and linked to an order through the Commodity setting within Move Information. UniGroup recognizes the following codes:

Material Type Setup

Use this setup to link carton information to Item Code records.  Item descriptions must match the correct VL 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

UNIGROUP SPECIAL SERVICES UPLOAD:

You must establish a Default Branch and User ID for each salesperson.

Set the Default Branch within the Branch tab to a record that links to a Van Line that links to UniGroup through Van Line Setup. The Van Line is set within Branch Setup.

Set the User ID within the Interface Mapping tab for the UniGroup Interface for each support salesperson record. The User ID must be established within UniGroup as well.

Salesperson is set on the order through the Name, Address, Phone tab.

Order Number Setup

Establish Order Number format and optionally specify a UniGroup affiliated Van Line for orders created in MoversSuite.

Payment Method Type Setup

UNIGROUP SPECIAL SERVICES UPLOAD:

Use this setup to define Payment Method Type records mapped to UniGroup External Code values for Special Services (SCOM) uploads.

UniGroup recognizes the following codes:

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 uploading include the following:

UniGroup HHG Upload

UniGroup MemoPad Upload

UniGroup Special Services Upload

UniGroup TransDocs Upload

Queue Service Server Setup

UNIGROUP HHG UPLOAD:

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

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

Define a Request Queue:

Define a Mirror Queue:

Define a Retry Queue:

Define an Error Queue:

UNIGROUP MEMOPAD UPLOAD:

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

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

Define a Request Queue:

Define a Mirror Queue:

Define a Retry Queue:

Define an Error Queue:

UNIGROUP SPECIAL SERVICES UPLOAD:

Create an entry for a Special Servicves Upload from UniGroup. This record points MoversSuite to the request, retry, and error file locations.

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

Define a Request Queue:

Define a Mirror Queue:

Define a Retry Queue:

Define an Error Queue:

Service Type Setup

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

Shipment Type Setup

Use this setup to define Shipment Type records mapped to UniGroup Van Line Code values.

UniGroup recognizes the following codes:

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

UNIGROUP SPECIAL SERVICES UPLOAD:

Establish supported valuation codes that link to the UniGroup interface and verify that the Van Line associated to the record is a United Van Lines record (Van Line Code = U within Van Line Setup). Valuation is set for an order within the Move Information tab. The Special Services Upload also requires an associated Per Pound amount (also set within the Move Information tab).

Link External Codes for each supported valuation code to the UniGroup interface. UniGroup currently supports the following codes (check with UniGroup for an updated list):

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 XML System Setup and XML System Setup (UniGroup) for details.