This release provides the ability to alert users when they are registering Import and Export Jobs and Orders that there is a Standard Operating Procedure stored for the Client.
Where a document with Document Type Code ‘SOP’ is stored in the Customer Documents, and is not archived, the Job Registration screen, and Order screen will show ‘SOP’ in the top right hand corner of the screen.
e.g.
Expedient can be configured to pop up a warning that an SOP exists when a new Job or Order is created
When ‘View SOP’ is selected Expedient will open the SOP that most closely matches the Job or Order.
To configure the SOP Alert to appear on Job or Order creation, go to the Customer Masterfile for the Client and update the Configuration tab
e.g.
You will be warned when updating the SOP Alert pop up configuration if an SOP doesn’t exist in the Document tab for the Customer.
SOPs can be saved to the Client and the SOP can be specifically applied to a Supplier, to Import or Exports, and to Sea or Air.
Expedient try to find an SOP that matches the Job or Order by using the following matching priority order
- Supplier
- Import/Export
- Mode
Where there no specific Supplier, Import/Export direct or Mode stored against the SOP, Expedient will treat ‘blank’ as a match