Expedient can be set to automatically email a Notification of Direct Debit or an Authorisation to Direct Debit on receipt of successful submission status to Customs.
The Customer Masterfile for the Client determines which of the documents is sent and Expedient uses the below workflow to send each document
Automatic Email – EFT Authority to Direct Debit
Where
- The Entry was successfully submitted and,
- The EFT Authority to Direct Debit is ticked and,
- The EFT Authority Expiry Date has passed and,
- There are active Personnel for the Client that receive the Customs Accounts Payable Document Distribution Group and,
- The Authority to Direct Debit has not already been sent for the entry and sub number
The following will happen
- An Email will be sent to the Personnel at the Client who receive the Customs Accounts Payable Document Distribution Group. The email will include the Authority to Direct Debit and Entry as attachments. The Email will appear to be sent from the Broker who submitted the Entry
- An XEFA event is created
The text of the Request for Authorisation to Direct Debit email can be updated in Administration>Company Details Menu>Input Terms Printouts. The Terms Codes are AUTOREQEPR and AUTOREQEPS
Automatic Email – EFT Notification of Direct Debit
Where
- The Entry was successfully submitted and,
- The EFT Notification is ticked and,
- There are active Personnel for the Client that receive the Customs Accounts Payable Document Distribution Group and,
- The Notification of Direct Debit has not already been sent for the job and entry sub number
The following will happen
- An Email will be sent to the Personnel at the Client who receive the Customs Accounts Payable Document Distribution Group. The email will include the Notification to Direct Debit and Entry as attachments. The Email will appear to be sent from the Broker who submitted the Entry
- An XEFN event is created
The text of the Notification of Direct Debit email can be updated in Administration>Company Details Menu>Input Terms Printouts. The Terms Codes are AUTONOTEPR and AUTONOTEPS.