MoversSuite Administration - web > Move Setup > National Account
Define accounts that will need to be referenced through MoversSuite. These accounts are typically volume movers and may be tied to a van line, in which case the account number used to identify these accounts should match that assigned to them from the van line.
These accounts differ from Customers that are defined within Microsoft Dynamics GP for accounting purposes.
The National Account is referenced throughout MoversSuite including within the Billing Information screen and within the Account Profile module (see the Account Profile topic for more information).
Use the table below to define national accounts.
Fields appearing in red are required when adding new records for the particular setup area.
|
National Account Field |
Description |
|
General Information |
|
|
Name |
Enter the name (up to 25 characters) for the account. |
|
Dept. Agency |
Enter the department agency (up to 27 characters) this account belongs to. |
|
Contact |
Enter the contact person or position (up to 25 characters) for the account. |
|
Bureau Service |
Enter the preferred bureau service provider (up to 27 characters) for the account. |
|
Account # |
Enter identifier (up to 15 characters) for the account. |
|
Notes |
Enter notes (up to 60 characters) to attach to this account. Notes will be visible when the account is inquired upon and appears as a memo attached to the account. |
|
Address |
|
|
Address |
Enter the street address (up to 256 characters for each line) of the account. |
|
City |
Enter the city (up to 26 characters) of the account. |
|
State |
Enter the state (up to 2 characters) of the account. |
|
Country |
Enter the code (up to 3 characters) of the account. |
|
Postal Code |
Enter the postal code (up to 10 characters) of the account. |
|
County |
Enter the county code (up to 3 characters) of the account. |
|
Phone Number |
|
|
Phone Country |
Select the country of the phone number from the drop-down list. |
|
Phone |
Enter the phone number prefix and phone number (size and format depends on the country selected) of the account. |
|
Extension |
Enter the phone extension (up 10 characters) for the account. |
Note: MoversSuite recommends that a generic account be created primarily to be used to assign Task Definition records to in the case that no account really needs to be associated to them. An example would be an account with the name of “Generic Account” and an Account Number of “9999999999.”
Custom Fields Setup