Important

Errors will occur during upload and download processes if setup is incomplete and/or inaccurate. Contact SIRVA the most accurate list of supported codes and information.

Note

Refer to SIRVA QLAB Integration Setup and Administration for information on setting up SIRVA QLAB Integration.

Setup

Description

Account Setup

Set the Account # field to a SIRVA-supported account for all needed National Account records.  The Account # must be in the correct format and contain no special characters, such as hashes or spaces.

Address Location Type Setup

Link address location records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Location Site Code) using this setup.  The following is a list of supported code values:

Agent Setup

Use this setup to define agents referenced by SIRVA.  In particular, the Agent ID must be in the correct format and not contain any special characters (e.g. spaces, hashes, hyphens)and set the Vanline to one supported by SIRVA.

Auto Make Setup

Link commodity records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Item Make) using this setup.  The following is a list of supported code values:

Branch Setup

Verify that branch records associate to correct Van Line values.

Commodity Type Setup

Link commodity records to SIRVA by associating Commodity Code values to SIRVA supported codes (i.e. Shipment Type).  The following is a list of supported code values:

Material Type Setup

Define container, packing, and unpacking records and use XML Item Code Setup to map these records to container records needed for Guarantee Price Information.

Move Type Setup

Link Move Type records to SIRVA by associating External Code values to SIRVA supported codes (i.e. Hauling Authority Type) through the External Interface Mapping page.  The following is a list of supported code values:

Verify that the move types associate to the correct, SIRVA-supported Branch values and the Order Number Style setting is appropriate for SIRVA orders.

Note Type Setup

Link Note Type records to SIRVA by associating Van Line Code values to SIRVA supported codes. The following is the currently supported code:

Order Number Setup

Verify that Order Number formats used for SIRVA associate to the correct Van Line. 

Packing Type Setup

Define the packing type values needed for the Registration upload and associated to an order through the Packing Type field in Move Information.

Currently, a type of “Full Service Pack” is supported. Setting this value will instruct the application to indicate a full pack on the Registration upload to SIRVA.

Payment Method Type Setup

Link Payment Method records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Payment Type Setup

Link Payment Type records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Personnel Setup

Assign MoversSuite personnel to the SIRVA supported User ID values within the Interface Mapping tab.  These values are required to match employees to SIRVA users.

Product Code Setup

Link Product Code records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Product Type Setup

Link Product Type records to SIRVA by associating External Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Rate Plan Setup

Set the Van Line Code to the Customer Agreement Number supplied by SIRVA, e.g. “GRR” for Guarantee Pricing. 

The following is a list of currently supported codes:

Security Profile Setup

Update user access for the following two Module values:

Order Information

Access Type of “Read Only” or “Full” allows user to access the Third Party Interface Order Monitor.

SIRVA Statement Integration

This module controls access to the ability to view and process statements.

Service Type Setup

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

Shipment Status Setup

Create status records to document the progress of a shipment.  The following External Codes must be defined for the SIRVA interface in order to exchange data between MoversSuite and the SIRVA sHub.

Shipment Type Setup

Link Shipment Type records to SIRVA by associating Van Line Code values to SIRVA supported codes.  The following is a list of currently supported codes:

Valuation Setup

Link Valuation records to SIRVA by associating External Code values to SIRVA supported codes (a.k.a. Valuation).

XML Interface Setup

Use this setup to define supported van lines for SIRVA by branch.  The application will only support SIRVA orders with a van line and branch that match the combination of Van Line and Mapped Branches defined within this setup.

The following is a list of supported code values:

XML Item Code Setup

Set SIRVA supported codes (i.e. Container Type) within XmlItemCode fields to link to a MoversSuite material type record (defined in Material Type Setup).

This mapping is required for the Guarantee Price Information that is included when the Rate Plan links to an External Code of “GRR” in Rate Plan Setup.

Important:

The application allows for multiple XmlItemCode values for the same MSS Material Type.  However, each XmlItemCode referenced through Guarantee Price Information will be sent to SIRVA individually, therefore “Dish Pack” and “Glass Pack” will be sent as two separate CPU entries.

To avoid sending and creating multiple carton records for an individual MoversSuite material, make sure a single mapping exists for each MSS Material Type to a SIRVA XmlItemCode value.

Note:

The application does not reference MSS Item Code or Transportation Flag settings for SIRVA.

XML System Setup (SIRVA)

Use this setup to define the systems available for SIRVA along with supporting options.