Atlas Integration Initial Setup

This section provides information on enabling the Atlas Integration and establishing the basic settings to support the related processes:

Atlas Revenue Import

Atlas Settlement Statement Import

Atlas SUDS Order Download

Additional setup is necessary as specified in the following areas:

Atlas SUDS Flat File Order Download Setup

Atlas SUDS XML Order Download Setup

Atlas Revenue Import Setup

The following setup areas are affected by the Atlas Integration and detailed steps are included in the remainder of this topic (NOTE: Items list accordingly to suggested order of entry, i.e. setup a van line, then setup agent records, etc.):

Van Line Setup

Agent Setup

Branch Setup

XML Interface Setup

XML System Setup

Queue Service Setup

Queue Service Server Setup

Carrier Setup (Military/Government)

Commodity Type Setup

Item Code Setup

Service Code Setup

Note Type Setup

Payment Type Setup

Personnel Setup

Security Profile Setup

Shipment Status Setup

Statement Payment Code Setup

Valuation Setup

Van Line Setup

Establish a Van Line Setup record for Atlas Van Lines with a Van Line Code of A. Enter other data as needed.

Figure 13: Van Line Setup

The van line is associated to the MoversSuite Order Number.

Agent Setup

For each agent that you wish to access the Atlas Integration, link their Agent Setup record to the Van Line of Atlas Van Lines.

Figure 14: Agent Setup

Manage agent assignments through the Agents tab.

Branch Setup

For the branch of the orders you wish to have access to the Atlas Integration, link their Branch Setup record to the Agent and Van Line that link to Atlas Van Lines.

Figure 15: Branch Setup

Manage the branch of an order through the Book Order Information screen.

XML Interface Setup

Establish an interface for the Atlas Van Lines within XML Interface Setup. Link this record to the established Van Line Item for Atlas and assign an External Code of A.

The Branch Item section comprises all the branches that this Atlas interface is available. Establish items for each support Atlas branch.

Figure 16: XML Interface Setup

XML System Setup

Use the XML System Setup to establish systems, or processes, available for the Atlas Van Line interface. Create a single record specifying the Internal System and External System as AtlasSuds. Then establish XML System Data Type Map items for the processes you wish to support on your system (specified below).

Figure 17: XML System Setup

Create XML System Data Type Map entries to support the various processes. Defining these records enables the process and allows them to be visible through the Third Party Interface Order Monitor.

Support for the Rating Download

Create a mapping for Atlas - Rating linked to the Xml System Data Type Map of Rating. This defines the process to support an Atlas Revenue Import.

Figure 18: Sample Data Type Map within XML System Setup

Support for Order Downloads

To support the Atlas SUDS Order Download processes, create a mapping for Atlas - Suds linked to the Xml System Data Type Map of Order Information.

Figure 19: Sample Data Type Map within XML System Setup

Support for Settlement Statements

Create a mapping for Atlas - Statements linked to the Xml System Data Type Map of Statement. This defines the process to support an Atlas Settlement Statement Import.

Figure 20: Sample Data Type Map within XML System Setup

Queue Service Setup

Manage the MoversSuite Queue Service through the Queue Service Setup. This setup contains global settings for all processes on utilizing the queuing service.

Optionally, you can specify a location for the following three message types to store a copy of the message file exchanged between Atlas and the MoversSuite Queue Service:

Atlas Rating Download

Atlas Suds Flat File Download

Atlas Suds Xml Download

Figure 21: Queue Service Setup

Queue Service Server Setup

Create Queue Service Server Setup records to establish server records for each supported Atlas process and manage the message files interpreted by the MoversSuite Queue Service.

Refer to the following topics for details on setup needed to support the specific process:

Atlas SUDS Flat File Order Download Setup

Atlas SUDS XML Order Download Setup

Atlas Revenue Import Setup

Carrier Setup

The Document Type utilized within the Atlas Settlement Statement Import must match Payee Code values assigned as Carrier Payee Codes for supported Carrier Setup (Military/Government) record. These are needed to identify the carrier record.

Contact Atlas for the latest list of supported carrier payee codes.

Manage carrier assignments through the Military/Government tab.

Commodity Setup

Establish a link between MoversSuite and the commodity codes supported by Atlas Integration by creating Commodity Type Setup records and linking the following to the Atlas Van Lines interface.

Figure 22: Commodity Type Setup

Manage commodity assignments through the Move Information tab.

Item Codes and Service Codes Setup

Establish Service Codes supported by Atlas Integration and link them to Item Codes to support rating and settlement processes. Utilize the Service Code Setup to establish the codes supported by Atlas and then link them to Item Code Setup records through the Service Code setting.

Utilize item and service codes through Payment Management and Revenue Entry modules.

Note Type Setup

Verify that the following Van Line Code values are established within Note Type Setup. This mapping is utilized to link incoming notes to MoversSuite types.

Figure 23: Note Type Setup

Utilize note types when adding, editing, or viewing notes from within the Notes tab.

Payment Type Setup

Link payment types to the Atlas interface for the following codes to support the Atlas Settlement Statement Import process.

Figure 24: Payment Type Setup

Manage the payment type of an order through the Billing Information tab.

Personnel and Security Setup

Update Personnel Setup records for employees that link to Atlas based on their user identifiers. Create Interface Mapping records for supported roles for each person that associates to the Atlas Integration. The following roles are supported for Atlas downloads.

For the above roles, map them the Atlas Van Lines interface and specify their sales number from the Atlas system as the User ID for the appropriate labor area. The identifier is typically the agency identifier followed by the employee code in the following format (where AAAA is for the agency and EEE for the employee code):

AAAA-EEE

For example, if the agency code is 1993 and employee code for a salesperson is 98, then you enter a User ID of 1993-098.

Figure 25: Interface Mapping tab within Personnel Setup

Manage salesperson and coordinator assignments through the Name, Address, Phone tab.

Manage OA surveyor assignments through the Agents tab.

For drivers, enter their identifier as the Driver Number within the Dispatch tab. Reference the same format as mentioned above with the agent code followed by the employee code.

Figure 26: Dispatch tab within Personnel Setup

If Auto Dispatching, then verify that the system is setup, as detailed within the Auto Dispatching topic.

If you wish to grant user access to the Atlas Statement option through the Import option within Payment Management, then assign a single branch record with the Security Module of Atlas Statement Integration within Security Profile Setup. Only one record needs to be assigned to a profile to grant users to this function. NOTE: The Atlas Statement Integration module must also be enabled (see Security Modules).

Figure 27: Security Profile Setup

View driver assignments of an order through the Agents tab and through the Long Distance Dispatch module.

Shipment Status Setup

Define the Shipment Status codes supported by the various Atlas Integration processes within the Shipment Status Setup. Establish links between the Atlas Van Lines interface and the following supported codes. NOTE: The items needed to support each process and the descriptions do vary between process; for example: CMP represents a Delivered shipment for the Flat File Order Download or represents Complete for XML Order Download.

Figure 28: Shipment Status Setup

Manage and track shipment progress through the Shipment Status History function.

Statement Payment Code Setup

Establish payment codes within Statement Payment Code Setup to support of Atlas Settlement Statement Import process.

Figure 29: Statement Payment Code Setup

Statement payment codes are utilized within the Payment Management module.

Valuation Setup

Verify that the following External Code values are established within Valuation Setup.

Figure 30: Valuation Setup

Manage valuation and related options through the Move Information tab.