Setting up Expedient to send and receive EDI messages from carriers will involve some preparation from you, the transport carriers and Expedient Software. Please use the following checklist to work through the set up requirements.
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Action Point |
Action |
Detail |
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1 |
Check that Expedient is set up to allow EDI messages to your Carriers |
Open the Import Job Registration screen, go to the Options drop down menu and check the Send EDI Booking to Carrier option is listed. If you cannot see this option please contact Expedient Software. |
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2 |
Which Carriers do you want to send EDI transport requests to? |
Tell us how often you want to send EDI transport requests to the Carriers, e.g. once a day, twice a day, every hour. Tell us the Carrier Code and Carrier names that you want to provide EDI transport instructions to. Provide the Account information, and the Port Code you associate with each Carrier. Let us know if you use the same carrier for many ports or if you have a number of different accounts with the same carrier |
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3 |
How will you communicate with the Carrier? |
Contact each Carrier find out the following What system does the Carrier use? E.g. ContainerChain/MAXIMAS How does the Carrier want to receive the EDI instructions? FTP or Email If FTP will Expedient drop files on the Carrier’s server or will the Carrier pick up files from Expedient? |
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4 |
Add Address Codes |
If your Carrier uses ContainerChain/MAXIMAS system you will need to send the Address Code they use for the Delivery Address in your Transport Requests. Run the Client Delivery Instructions Report available from the Administration Folder > Administration Reports. Run as a .csv to provide a spreadsheet containing the client codes and delivery addresses. This can be edited, removing unnecessary columns, and sent to your Carrier to insert their ContainerChain/MAXIMAS delivery address codes. e.g.
Update the Delivery Addresses for each of the Importers the Carrier is used for and add the Carrier’s code for the Delivery Address
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5 |
Update the Customer Preferred Carriers |
Each client can be set up with a Preferred Carrier. Go to the Administration > Customer Masterfile, select a client who will use the EDI Carrier. Go to Options>Preferred Carrier
Select the Carrier Type Select whether the Carrier is required for Imports or Exports Enter the Carrier code for the transport company If you have selected an FCL Carrier who uses the ContainerChain/MAXIMAS system you can select the preferred Job Category from the list provided. This is optional. Add any comments that you would like to appear within any instructions to this Carrier When you register a job for this Client the Preferred Carrier will be automatically populated. The preferred job category will be inserted where one has been chosen. |
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6 |
Set up the Automated Reports to track Instructions and Deliveries |
Set up the Automatic Report Codes CAREDIEX1, CAREDIEX2 and CAREDIEX3. This will highlight any issues with delayed responses from the Carrier to your Transport Requests. |
