Classifying Parts (AU) – EXPEDIENT SOFTWARE

If you have added parts to the Supplier Invoice that have not been classified before then you can click the toolbar button when you have saved the Supplier’s Invoice. Click on to complete the classification. This screen will look for unclassified parts on all invoices linked to the Job.

Field Name	Description	Validation	Default
Client ID	This is the Customer Code and Name that is pulled from the Supplier Invoice Screen	Mandatory	Supplier Invoice Screen
Supplier ID	This is the Supplier Code and Name that is pulled from the Supplier Invoice Screen. This field can default to ‘Default Supplier’ if the Client Option ‘DEFPARTS’ for the Client in the Customer Masterfile is ticked	Mandatory	Supplier Invoice Screen
Supplier Part No	This is the Supplier Part Number, that is pulled from the Supplier Invoice Screen	Mandatory	Supplier Invoice Screen
Description	This is the Description of the Part. If this part is not yet classified, then “**** Not Classified “will appear. On update this will clear unless the Part was received from a file in which case the Part Description from the original file will be displayed. Use the to search for Part Descriptions that have already been used for this Supplier for the Client. Double click on a row in this screen to re-use the Part Description. Use the button to list all Part Descriptions previously used for the Client regardless of Supplier. If the Part has been added to the Supplier Invoice line via a Shipment Order line the Part Description will be populated from the Order Line.	Mandatory	Blank
Client Part	This is the reference the Client uses for the Part. This prints on Landed Costings. On tabbing through the field the Client Part will default to the Supplier Part No.	Mandatory	Supplier Part No if left blank
ABN	This is the Australian Bank Number for the Client	Mandatory	Customer Masterfile
Cust TLF	This is the reference the Customer uses for the TLF	Optional	Blank
TLF Code	This is the Tariff List Code. You can click on the which will lookup the TLF Masterfile (Menu – Customs Clearance / TLF Maintenance). This screen allows you to search on any number of fields. See below: This will search all TLF’s that contain the word ‘BOOK’. See below for results: Select the TLF, or Click on the Re Query button to search for another TLF. If you cannot locate a suitable TLF use the button to open the TLF Masterfile screen and add the details of a new TLF.	Mandatory	Blank
Producer Code	This is the DAFF code for the part producer which will be automatically inserted into the DAFF details for the entry line containing this part. Click on the to view the available codes.	Mandatory	Blank
TLF Code Description	This column will display the description for the TLF code selected in the previous column.	Mandatory	Blank
Tariff	This is the Tariff number for the TLF code.	N/A	TLF Masterfile
Stat	This is the Statutory number for the TLF	N/A	TLF Masterfile
UQ	This is the Unit Quantity for the Tariff	N/A	TLF Masterfile
Trt	This is the Treatment code for the Tariff	N/A	TLF Masterfile
RNO	This is the tariff classification rate number	N/A	TLF Masterfile
Instrument	This is the instrument associated with the tariff	N/A	TLF Masterfile
Valid	This tickbox indicates whether the tariff is valid for Import	N/A	Customs
AHECC	This is the AHECC code for the tariff	N/A	TLF Masterfile
Duty Rates	These are the Duty Rates for the tariff as advised by Customs	N/A	Customs
Approved Date	This is the date the TLF was approved	N/A	TLF Masterfile
Cost Price	This is the Cost price for the part	Optional	Blank
Quantity Factor	This is the Landed Costing Volume/Weight factor for the part. Enter a value here that will be used to calculate the Customs Quantity when the Part is used in a Supplier Invoice e.g. the number of litres in a bottle, or the number of cans in a pallet	Optional	Blank
VFD	This is the Value for Duty	Optional	Blank
Classified	This is the user who classified the Part	N/A	Classifying User
On	This is the date the part was classified	N/A	System Generated
Approved by	This is the user who approved the classifications	Optional	Blank
On	This is the date the classification of the part was approved	N/A	Today

Once you have entered the relevant information click OK to classify the part. Use to view any other unclassified parts.

If your site stores Codes and/or CP Answers at Part level the Codes/CP Questions tab is visible.

Field Name	Description	Validation	Default
Client ID	This is the client code from the Supplier Invoice	N/A	Supplier Invoice
Supplier ID	This is the code for the Supplier	N/A	Supplier Invoice
Supplier Part No	This is the part number used by the Supplier	N/A	Supplier Invoice
Description	This is the description added in the Parts tab	N/A	Parts tab
Code Information (AU) If your site is storing Codes information in the Parts Masterfile this table is visible. Any Codes entered will be automatically added to any subsequent Supplier Invoice including this part.
Code	Use the to select a code from the list. The full text description will appear in the next column.	Optional	Blank
Data Required	Additional information may be required for the selected Code. Enter the text or use the to select a code from the list.	Conditional on the Code	Blank
Type	Additional ‘Type’ information may be required for the selected Code.	Conditional on the Code	Blank
Community Protection Questions (AU) If your site is storing answers to CP questions in the Parts Masterfile and you have security access to answer CP questions this table is visible.
#	This is the number identifying the question	N/A	Customs
Question	This is the question required to be answered by Customs	N/A	Customs
Answer	Enter the answer to the question. Select from the pull down list. This answer will be stored and automatically added to any subsequent Supplier Invoices including this part	Optional	Blank
Permit Req’d	This indicates whether a permit is required for this CP Question.	N/A	Customs
Permit	Enter the Permit number if required. Use the to access permits stored for this Customer. The answer to the CP Question must be provided before the Permit details can be entered. Use an existing Permit Number from the list and double click on the row to select the Permit, or enter new permit details for the CP Question by clicking in ‘Create & use new permit number’. Add the Permit Number and the Expiry Date, if required. The new Permit will be stored in the Customer Masterfile for future use.	Optional	Blank

When all the parts on the Invoice have been classified the Invoice Overview tab for the Supplier Invoice will show

See Bulk Classification using the Unclassified Items for guidance on how to classify many parts quickly.

EXPEDIENT SOFTWARE

Going beyond software performance.