The following administrative areas may need to be updated since they are referenced directly through the Account Profile tab and Account Profile Management interface:
|
Setup Area Related to Account Profile |
Administrative Setup Location |
|
Contract |
Mover’s Suite Administration > AFS > Contracts |
|
Coordinator |
MoversSuite Administration - web > User Setup > Personnel (Labor Type) |
|
Customer |
Set up and maintained in Microsoft Dynamics GP |
|
Logistics Coordinator |
MoversSuite Administration - web > User Setup > Personnel |
|
National Account |
MoversSuite Administration - web > Move Setup > National Account |
|
Revenue Clerk |
MoversSuite Administration - web > User Setup > Personnel |
|
Salesperson |
MoversSuite Administration - web > User Setup > Personnel |
|
Task Definition |
MoversSuite Administration - web > Common > Task Setup |
|
Task Group |
MoversSuite Administration - web > Common > Task Setup > Groups |
|
Tariff/Rate |
Mover’s Suite Administration > AFS > Rates > Rate Plans |
|
Valuation Type |
Mover’s Suite Administration > General > Ins Opts |
Refer to the Account Profile Management section for usage.
Note: An administrator can access the data behind the Account Profile Management interface through MoversSuite Administration > MMS > Account Profile.