This release improves the ability to configure which contacts receive which documents from Expedient. For example, you can select which contacts at your client receive Import Notifications for Air jobs from US into Melbourne, and which contacts at the same client receive Import Notifications for FCL jobs from Singapore into Sydney for a specific Supplier. You can also say that a specific contact only wants to receive the Arrival Notices and no other Import Notifications.
The Personnel Masterfile has been updated to allow for greater configuration in the Document Distribution Groups table.
The following columns have been added to the table
- Document Type – this column allows you to select a document within the Document Distribution Group. Leave this column blank if you want the contact to receive all the documents in the Group. Click on the zoom to see the list of documents that belong to the Document Group
- Document – this is the name for the Document Type
- Import/Export – this describes if the document is generated for Import or Export Jobs or Consols. This list will be expanded in the next release
- Supplier/Export Consignee – if you have selected an Import Group or Document you can specify the Supplier the contact will receive the document for. If you have selected an Export Group or Document you can specify the Export Consignee. Click on the zoom to select the Supplier or Export Consignee. Leave this blank if you do not want to specify a Supplier or Export Consignee
- Job Type – you can specify ‘AIR’ or a SEA Job Class, e.g. FCL or LCL. If you want the contact to receive the document for FCL and LCL jobs add two separate rows in the table, one for FCL and one for LCL. Leave this column blank if the contact will receive the group or document regardless of job type and class
- Overseas Country – use this column to specify that the contact only receives the documents for Imports from a specific Country, or Exports to a specific country. Leave the column blank if the contact receives all documents regardless of the Import Job Load Country, or Export Job Destination Country
- Overseas Port – use this column to specify that the contact only receives the documents for Imports from a specific load port, or Exports to a specific destination port. If you enter the Overseas Port without entering the Overseas Country, Expedient will populate the country for you. Leave the column blank if the contact receives all documents regardless of the Job Load Port, or Destination Port
- Local Port – use this column to specify that the contact only receives documents for Imports into a specific destination port in your sites country, or Exports from a specific Load Port in your sites country. Leave this column blank if the contact receives all documents regardless of the local port
Expedient will make decisions on which recipient is listed to receive the document you are sending from Expedient based on the following workflow
Expedient will use the above workflow to select recipients when
- A document is generated from Expedient which brings up the Print Menu screen
- A document is generated from the Consol screens which requires a document per Job on the Consol (Consol Print Menu)
- When the Recipient Code is entered or updated in the Consol Print menu above
- When a document is selected in the Consol or Job Documents tab and the
button is used to email the document. Expedient will use the Document Code to find any contacts that should be listed as recipients