Configure Your Notice of Assignment
Navigate to the Management page within Alvys by clicking the Profile button in the upper right corner, then select “Management”.
Under the General info Tab find the “Important Information” section of the Management page, then click the plus sign (+) button. The “Manage Important Info” pop-up window will appear.
In the Manage Important Info window, click the drop-down menu and select “Notice of Assignment”. Then, copy and paste the Notice of Assignment text from your factoring company into the text box.
Part 2: Configure OTR Solutions Integration in Alvys
Navigate back to the Management page within Alvys.
Select the Integrations tab from the upper left corner of the Management page.
From the list of subsidiaries, select the subsidiary you wish to configure, then expand the option for “Factoring ftp”. Click the pencil icon next to OTR Solutions to edit and configure the API credentials. The username and password are the only fields required to integrate with OTR.
Once you’ve entered your credentials, click the blue Save button. Repeat steps 1-3 for each subsidiary, if necessary.
Part 3: Submitting a Batch to OTR
When you are ready to submit your batch (all the loads that have a Queued status and their invoicing method is factoring), please navigate to the Factoring Upload page from the Accounting Tab in Alvys.
Make sure you have selected the Subsidiary you want to submit the batch for.
The subsidiary’s USDOT number is required for batch submission.
Select all the invoices you wish to submit.
Ensure that the customer’s MC number is set in order to submit the batch.
Click the Submit Batch button.
Wait until the submission is completed.
Closing this page or navigating away from it may disrupt the submission.