Order Tracking Personnel – EXPEDIENT SOFTWARE

Personnel at the Order Tracking customer can be maintained in the Personnel screen from the Administration > Customer Masterfile using the Order Tracking settings.

The Ports and Countries the Personnel contact receives Order Tracking updates for can be configured in the ‘Client Ports’ tab.

Field Name	Description	Validation	Default
Mode	This indicates whether the contact is useful for Air and/or Sea Job Types.	Mandatory		Both
Country	This displays which country the contact requires Order Tracking for. Use the to select a Country code	Optional		Blank
Recv Status	This indicates whether the contact should be sent Order Tracking status updates by email	Mandatory		No
Recv Info	This indicates whether the contact should be sent Order Tracking Information by email	Mandatory		No

If the Personnel contact is at an Overseas Agent that has Order Tracking the Personnel at the Overseas Agent can be further configured to receive Order Tracking email notifications for the Origin Countries and Ports they are associated with.

If the client is an Overseas Agent the Personnel Masterfile has an ‘O/S Agent Ports’ tab.

Field Name	Description	Validation	Default
Associated Country	Select the destination country that the client is associated with. In Add mode the first line in this table will default to match the street address country in the Customer Masterfile for the client. Additional countries can be added in subsequent lines. Alternatively leave the country column blank to give the web user order tracking email notifications for imports to all destination countries the client is associated with. E.g. Where the client is associated with imports to Australia and New Zealand but Web User Contact A only wants to receive order tracking email notifications for Australian imports, enter ‘AU’ in the Associated Origin Country column. If Web User Contact B wants to receive order tracking email notifications regardless of the Destination Country leave the Associated Country column blank.	Optional	Default from Company Masterfile for the client
Port Zoom	Select the Ports within the Destination country that the client contact is associated with. In Add mode all the origin ports for the origin country are selected. Use the zoom to view the list of Ports at the Origin country. Add a tick in the ‘Selected’ column to provide the web user will order tracking email notifications for imports to that port. Use the button to quickly select or deselect all ports. The number of ports selected will appear in the ‘Ports’ column. E.g. Where the Client is associated with imports into Australia but Web User Contact A only wants to receive email notifications for imports into Melbourne and Sydney only, enter ‘AU’ in the Associated Country column and use the in the Port Zoom column. Use to select all, then to quickly remove all the ticks. Put a tick against ‘AUMEL’ and a tick against ‘AUSYD’. Click OK and Exit. ‘2 Ports’ will appear in the Ports column in the ‘AU’ row. If Web User Contact B wants to receive email notifications for all imports into Australia on Add tab through the Port Zoom column and ‘All Ports’ will appear in the ‘Ports’ column.	Optional		‘All Ports’

Personnel at the Order Tracking Overseas Agent can also be viewed and updated from the Order Entry screen using the button. The active Personnel at the Overseas Agent that match the transport mode and receive order tracking email notifications for the origin country and origin port will be listed.

The active status can be updated from this screen. Use the button to open the Personnel screen and add or update contact information at the Overseas Agent.

Field Name	Description	Validation	Default
Associated Country	Select the country of origin that the Overseas Agent is associated with. In Add mode the first line in this table will default to match the street address country in the Customer Masterfile for the Overseas Agent. Additional countries can be added in subsequent lines. Alternatively leave the country column blank to give the Overseas Agent web user order tracking email notifications for imports originating from all countries. E.g. Where the Overseas Agent is associated with imports from China and India but Web User Contact A only wants to receive order tracking email notifications for imports originating from China, enter ‘CN’ in the Associated Country column. If Web User Contact B wants to receive order tracking email notifications for imports originating from India only enter ‘IN” in the Associated Country Column. If Web User Contact C wants to receive order tracking email notifications for all imports regardless of the Origin Country leave the Associated Country column blank.	Optional		Default from Company Masterfile for the Overseas Agent
Port Zoom	Select the Ports within the Origin country that the Overseas Agent contact is associated with. In Add mode all the origin ports for the origin country are selected. Use the zoom to view the list of Ports at the Origin country. Add a tick in the ‘Selected’ column to provide the web user with order tracking email notifications for imports from the origin port. Use the button to quickly select or deselect all ports. The number of ports selected will appear in the ‘Ports’ column. E.g. Where the Overseas Agent is associated with imports from China but Web User Contact A only wants to receive order tracking email notifications for imports originating from Shanghai and Xiamen, enter ‘CN’ in the Associated Country column and use the in the Port Zoom column. Use to select all, then to quickly remove all the ticks. Put a tick against ‘CNSHA’ and a tick against ‘CNXMN’. Click OK and Exit. ‘2 Ports’ will appear in the Ports column in the ‘CN’ row. If Web User Contact B wants to receive order tracking email notifications for all imports originating from China on Add tab through the Port Zoom column and ‘All Ports’ will appear in the ‘Ports’ column.	Optional		‘All Ports’

EXPEDIENT SOFTWARE

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