EXPEDIENT SOFTWARE

Going beyond software performance.

Workflow Automatic Processes

These processes run automatically in Expedient to assist jobs to move through Workflow

Process

Description

Run Via

Auto-Update Date Of Delivery

The “DOD” (Date of Delivery) Event and Milestone will be completed when:

  • An actual delivery date is entered when a delivery document is printed.
  • An actual delivery date is entered in the “Various Information” tab.

When the “Auto Import Delivery Date Update” process runs if it has been enabled in the Customer Master File Configuration tab.

For Customs Sites:

When Auto-update days have elapsed after Clearance, the delivery date on the job is set to the Clearance date for jobs not yet delivered for this customer.

For Non-Customs Sites:

When Auto-update days have elapsed after ETA, the delivery date on the job is set to the ETA date for jobs not yet delivered for this customer.

This is generally used for customers for whom you do not do deliveries.

Cron

Archive Milestones

Milestones should be regularly archived. This process moves job milestones into an archive table. Once they have been moved, they can still be viewed using all “Milestone” options but cannot be edited. Only completed jobs will have their milestones archived.

Job Milestones will be archived a selected number of days after the job is completed (ie after all milestones are completed). The number of days is configurable on a site by site basis.

Cron

Auto-Complete Jobs

A job does not move to “Job Completed” status until all the milestones are completed or marked as N/A.

This process allows all uncompleted job milestones to be completed a selected number of days after a selected milestone has been completed.

For instance, 10 days after the delivery milestone has been completed.

The number of days and the selected milestone is configurable on a site by site basis.

Cron

Updated: February 8, 2016 — 12:43 am
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