Account Profile Setup and Administration

Information to have on hand before establishing Account Profile records:

• Account contact information including address, email, and phone number

• List of services supported by the account, such as offering bulkies but requiring to call a contact ahead of time, for example

• Special instructions needed for the account at origin and destination locations

• List of associated site addresses and site contact information

• Related documents, such as pricing, sales agreements, etc.

Setup Areas

This section lists the administrative setup areas that directly affect an Account Profile. Establish needed records in the following areas and then create Account Profile records that link to each accordingly.

National Accounts

Use the following setup to define national accounts for van line or own authority accounts. If you have an account that operates under van line and own authority orders, then assign the van line national account to the profile.

• Account Setup (Customer Service > Account)

Customer Setup

Use the following setup to define customers for billing and to access Bill To and Invoice Terms information.

• Customer Setup (Microsoft Dynamics GP)

Tasks

Create a list of to-do items based on role and/or dates. Task Groups are utilized to provide additional filtering for personnel managing tasks for a team.

• Tasks Setup (Customer Service > Tasks)

Personnel

Use the following setup area to establish personnel with appropriate security access for various roles on the account:

• Personnel Setup (Personnel > Personnel)

You can link personnel for the following roles directly to an Account Profile:

Salesperson (Labor Type of “Sales”)

Revenue Clerk (Labor Type of “Revenue Clerk”)

Transportation Coordinator (Labor Type of “Coor”)

Logistics Coordinator (Labor Type of “Coor”)

Commissionable personnel, those assigned to a Commission Plan, can be commissionable on the order and included as part of a Sales Team assigned to the profile. Personnel are commissioned through a Vendor and Commission Plan. Use the following to define needed vendors and plans:

• Commission Plan Setup (Accounting and Financial > Commission Plan)

• Vendor Setup (Microsoft Dynamics GP)

Services

Services that your accounts offer list within the Account Profile tab.

• Account Profile Service Status (Customer Service > Account Profile Service Status)

• Account Profile Service (Customer Service > Account Profile Service)

Office & Industrial

If utilizing the Account Profile for O&I moves, then you can save time by establishing building records and linking them to preset addresses linked to the order.

• Address Location Type (Customer Service > Address Location Type)

• Building Setup (Office & Industrial > Building)

Documents

If you wish to link documents visible to users through the Account Profile tab, then establish group and type records to assist in categorizing and labeling the documents.

• Account Profile Document Group (Customer Service > Account Profile Document Group)

• Account Profile Document Type (Customer Service > Account Profile Document Type)

Rating

If you wish to establish pre-assigned values for the Tariff/Rate, Contract Master, then establish records in the following areas.

• Rate Plan (Accounting and Financial > Rate Plan)

• Contract Master (Accounting and Financial > Contract Master)

Additionally, for rating associated to revenue generation and job costing, you can also link the account to a specific rating for labor calculations in the following setup area:

• Rate Schedule for Labor (Accounting and Financial > Rate Schedule for Labor)

NOTE: Additional setup is required to fully employ accounting and financial functions associated to rating, revenue generation, invoicing, job costing, etc.

Valuation

If you wish assign a specific valuation type for the account, then utilize the following setup to document supported types.

• Valuation (Customer Service > Valuation)

• Valuation per Pound (Customer Service > Valuation per Pound)

The following is a list of setup areas related to Account Profiles.

Before you begin…

The following is a suggested order of initial setup of the Account Profile system.

1. Create Account Setup and Customer Setup records (using Microsoft Dynamics GP), if needed

2. Create a list of services and supported status for the services, then create Account Profile Service Status Setup and then Account Profile Service Setup records

3. Create a list of accounts, account contacts, and order defaults desired. Create Account Profile Setup records

4. Update Security Profile Setup records for personnel to access Account Profile functionality

5. If utilizing the Monitor Orders Service, then view this topic for additional setup areas needed

6. Refer to Account Profile Documents Setup for instructions on adding documents to profile records

Setup Area	Description
Account Setup	Use this setup to define accounts assignable to the profile through the Account field in Account Profile Setup.
Account Profile Documents Setup	Add groups and types for documents that you can link to profile records.
Account Profile Document Group Setup	Refer to Account Profile Documents Setup.
Account Profile Document Type Setup	Refer to Account Profile Documents Setup.
Account Profile Service Setup	Define the list of services available to a profile within this setup.
Account Profile Service Status Setup	Define the values available to users when the set the service status within Account Profile Setup and when overriding services through Service Override.
Account Profile Setup	Define profiles and default and preset data assignable to orders for commonly referenced accounts using this setup.
Customer Setup	If integrated with Microsoft Dynamics GP, then define customers available to profiles through Dynamics GP. Otherwise, use the Customer Setup to define customer records.
Monitor Orders Service	If you company wants to have personnel notified when key changes affect an account order, then additional setup is needed in the following: Database Mail Setup Email Services Setup and Administration SMTP Setup
Office & Industrial Setup and Administration	Establish contacts and locations as well as other information needed for an Office & Industrial account.
Security Profile Setup (Account Profiles)	Define user access to the Account Profile tab through this setup. Accessibility to Account Profile functionality is controlled through the Order Information security module.

Order Information Setup and Administration

Special Services Setup and Administration