Agent Mapping

Select the appropriate reason for mapping the agent from the pull down menu – “Receiving Import and/or sending Export EDI Manifests from an O/S Agent”

Mandatory

Blank

This is your customer code for the agent. Use the to zoom on active Overseas Agents.

Mandatory

Blank

This is reference code for the agent. In Manifests imported from the Agent this is the code they use to identify themselves. This code will also be used in the manifests exported to the agent to identify the recipient.

Mandatory

Default to match O/S Agent Code

Select Yes from the drop down list to allow the import of the agents Manifest EDI

Mandatory

Yes

Select the file format the Agent will send to you. What system does the agent use to produce the Manifest EDI? Please request the XSD from Expedient Software to pass to your Overseas Agent for their information if they do not use one of the listed formats. Once selected the email address the Overseas Agent should send the Manifest EDI to is displayed. Please advise your Overseas Agent to use this email address.

If your Overseas Agent is not able to supply the Manifest EDI in the Expedient format or any other format listed please send an example of the agent’s Manifest EDI to Expedient Software for investigation using Support Tracker.

Conditional on Send Export EDI is Yes

Blank

This indicates if you want to send Export Manifest EDI to the Overseas Agent

Mandatory

No

This is your reference to the Overseas Agent so they know the Export Manifest EDI came from you. The Sender Ref is usually the code the Overseas Agent uses for your office.

Conditional on Send Export EDI is Yes

Blank

This indicates the trigger for sending the Export EDI Manifest automatically. Select from the pull down menu.

Conditional on Send Export EDI is Yes

ETD

This is the number of days after ETD the Manifest EDI will be sent

Conditional on Export File Trigger is ETD

0

This table lists the contacts at the Overseas Agent and internally to receive email notifications when new or updated Import Manifests have been received and if there are any errors processing the data. There must be at least one internal User to receive email notifications.

Active Personnel/Active Users

Blank

Select the appropriate contact type from the pull down menu

Mandatory

O/S Agent

Use the to find active personnel at the Overseas Agent. If you have selected Internal as the Contact Type the will provide a list of active Users.

Mandatory

Blank

This is populated when a Contact Name is selected. This field cannot be updated in this screen. If the email address is incorrect please update the Personnel in the Customer Masterfile or the User Masterfile for internal Users

N/A

Blank

If a Port Code is assigned to the Manifest Contact, then the user will be notified via email when a XML file is loaded or updated into the Holding Screen for that specific Port.

If no Port Code is assigned then the user will receive an email notification for ALL Ports.

If Contact Type = O/S Agent, the associated Port Code matches to the Origin Port in the file.

If Contact Type = Internal, the associated Port Code matches to the Destination Port in the file.

Optional

Blank

This table lists the O/S Agent contacts and any internal Users that receive the Export Manifest EDI.

Active Personnel/Active Users

Select the appropriate contact type from the pull down menu

Mandatory

O/S Agent

Use the to find active personnel at the Overseas Agent. If you have selected Internal as the Contact Type the will provide a list of active Users.

Mandatory

Blank

This is populated when a Contact Name is selected. This field cannot be updated in this screen. If the email address is incorrect please update the Personnel in the Customer Masterfile or the User Masterfile for internal Users

N/A

Blank

This table lists the internal Users to receive email alerts when there is a problem sending the Export Manifest EDI. O/S Agent contacts can also be listed here.

Active Users/Active Personnel

Select the appropriate contact type from the pull down menu

Mandatory

Internal

Use the to find active Users. If you have selected O/S Agent as the Contact Type the will provide a list of active Personnel at the Overseas Agent.

Mandatory

Blank

This is populated when a Contact Name is selected. This field cannot be updated in this screen. If the email address is incorrect please update the User Masterfile for internal Users or the Personnel in the Customer Masterfile for the Overseas Agent.

N/A

Blank

If a Port Code is assigned to the Manifest Contact, then the user will be notified via email when a XML file is loaded or updated into the Holding Screen for that specific Port.

If no Port Code is assigned then the user will receive an email notification for ALL Ports.

If Contact Type = O/S Agent, the associated Port Code matches to the Origin Port in the file.

If Contact Type = Internal, the associated Port Code matches to the Destination Port in the file.

Optional

Blank

Select “Sending a shipment to a local Broker”

Mandatory

Blank

Select the customer code for the Broker. Use the to zoom on active Brokers.

Mandatory

Blank

This is reference code used in the Import Manifests sent to the Broker to identify the source of the file i.e. you.

Mandatory

Default to match Broker Code

This table lists the Broker contacts and any internal Users that receive the EDI. There must be at least one contact at the Broker.

Active Broker Personnel /Active Users

Select the appropriate contact type from the pull down menu

Mandatory

Broker

Use the to find active personnel at the Broker. If you have selected Internal as the Contact Type the will provide a list of active Users.

Mandatory

Blank

This is populated when a Contact Name is selected. This field cannot be updated in this screen. If the email address is incorrect please update the Personnel in the Customer Masterfile or the User Masterfile for internal Users

N/A

Blank

This table lists the internal Users to receive email alerts when there is a problem sending the EDI to the Broker. There must be at least one User listed to receive error messages.

Active Users

Blank

Use the to find active Users.

Mandatory

Blank

This is populated when a Contact Name is selected. This field cannot be updated in this screen. If the email address is incorrect please update the User Masterfile.

N/A

Blank

Select “Receiving a shipment from a local Forwarder”

Mandatory

Blank

Select the customer code for the Forwarder. Use the to zoom on active Forwarders.

Mandatory

Blank

This is reference code used in the Import Manifests EDI sent by the Forwarder to identify the source of the file.

Mandatory

Default to match Forwarder Code

Select Yes from the drop down list to allow the import of the Forwarder’s Manifest EDI

Mandatory

Yes

Select the file format the Forwarder will send to you. What system does the Forwarder use to produce the Manifest EDI? Please request the XSD from Expedient Software to pass to your Forwarder for their information if they do not use one of the listed formats. Once selected the email address the Forwarder should send the Manifest EDI to is displayed. Please advise your Forwarder to use this email address.

If your Forwarder is not able to supply the Manifest EDI in the Expedient format or any other format listed please send an example of the Forwarder’s Manifest EDI to Expedient Software for investigation using Support Tracker.

Conditional on Receive Import EDI is Yes

Blank

This table lists the contacts at the Forwarder and internally to receive email notifications when new or updated Import Manifests have been received and if there are any errors processing the data. There must at least one internal User to receive email notifications.

Active Personnel/Active Users

Blank

Select the appropriate contact type from the pull down menu

Mandatory

Forwarder

Use the to find active personnel at the Forwarder. If you have selected Internal as the Contact Type the will provide a list of active Users.

Mandatory

Blank

This is populated when a Contact Name is selected. This field cannot be updated in this screen. If the email address is incorrect please update the Personnel in the Customer Masterfile for the Forwarder or the User Masterfile for internal Users

N/A

Blank