This release provides the option to print a ‘Draft’ or ‘Copy’ Bill Of Lading for Sea Export Jobs. The Document is stored in the Options Menu > Print Copy Bill Of Lading.
Alpha Charge Code Masterfile
The Alpha Code Masterfile stores the alpha characters (either 2 or 3 characters) that are used for add charge lines to invoices. Alpha Charge Codes are directly related to the General Ledger Chart of Accounts. This screen can be found in Administration > Alpha Charge Code Masterfile. Before adding any data in here the related […]
ISO Port Codes Masterfile
This Screen allows users to view and updates some of the information on ISO Local Codes. This information is loaded nightly from the United Nations. This screen can be found in Administration > ISO Port Codes Masterfile Field Name Description Validation Default ISO Code This is the ISO Local Code which has five characters N/A […]
Autosend Email Forwarding (AU)
This screen caters for the AU Customs Email Responses for the automatic Underbonds. This screen can be found in Administration > Autosend Email Forwarding
Airline Enquiry
This screen allows users to Search for valid airlines that are in Expedient. This screen is available in Administration > Airline Enquiry. If an airline doesn’t exist within Expedient, please lodge a support ticket with Expedient Software with all of the valid code and address details for the airline.
Customs Craft Names (NZ)
This screen displays the Craft Names, vessel, voyages and flight numbers that are valid with NZ Customs. This list is provided regularly by Customs. This screen allows the list to be uploaded into Expedient. This screen can be found in Administration > Customs Craft Names The list provided by NZ Customs is available here. From […]
Load Vessels File
The Vessel movements are received by email from Lloyds. If you receive the Lloyds information by email use the following steps to load the file into Expedient. Within the email from Lloyds click the link to Download CSV Open the file. This is a .xls file Save the file as a .csv to your Desktop […]
Vessels Masterfile
The Vessels Masterfile holds all of the Vessel information and the most recent 1-Stop or Lloyds DCN Vessel Arrival Information. This screen is found in Administration > Vessels Masterfile 1-Stop Vessel Masterfile (AU) The 1-Stop Vessels information covers both import arrivals and export departure information. See below for the information that is retrieved from 1-Stop […]
Country Code Masterfile
This screen lists all the ISO Country Codes in Expedient, along with their Currency. This screen is found in Administration > Country Code Masterfile Field Name Description Validation Default ISO Code Enter the ISO Country Code. Use the Zoom attached to select from the ISO Code List. Mandatory Blank Country Name Country Name of the […]
Aviation Security Report
This option provides the ability to search on and create a CSV report of the details stored in the Aviation Security tab of the Customer Masterfile for Exporters. This screen is found in Administration > Aviation Security Report Field Name Description Validation Default Client Enter a client code or leave blank to report on […]
Document Register Masterfile
This screen stores the types of documents available within the Client Document Register. This screen is found in Administration > Document Register Masterfile. Additional document types can be added in this screen using the button. Duplicate codes cannot be added but you can rename document types and you can make inactive the document types that you […]
Register Supplier in ICS
This screen sends information to Customs Australia to register the supplier business and receive a CCID. This option can be found in Administration > Suppliers Masterfile Field Name Description Validation Default Type This is the Customs Entity Type. This can consist of ABN Client (where you have the ABN on hand), Organisation (where you don’t […]
Supplier’s Personnel
This screen store details of the Personnel at the Supplier. This screen is available from the toolbar within the Administration > Supplier Masterfile. Use the toolbar button to add and update contacts at the Supplier.
Transit Times
The Transit Times are used to determine the Lead Time. The Lead Time is the amount of time that elapses between when a process starts and when it is completed. This screen is available from Administration > Suppliers Masterfile. NOTE: The details are not linked to any report and have no connection to the Transit […]
Shipping Instruction
A Shipping Instruction is a document advising details of cargo and the Exporter’s requirement of its physical movements. This option is available from the Administration > Suppliers Masterfile. Input the details as shown in the screenshot below and print the Shipping Instruction.
Suppliers Masterfile
The Suppliers Masterfile holds all Supplier information related to a Customer that has been created in the Customer Masterfile. This screen is available from Administration > Suppliers Masterfile. NOTE: The Suppliers Masterfile can also be accessed via the Options Menu in the Administration > Customer Masterfile. The Suppliers Masterfile link will become enabled after a […]
Letter of Recommendation
The Letter of Recommendation is used to recommend your Overseas Agent Services to the Customer. This document is available from Management > Sales Activities > Letter of Recommendation. When the link for the Letter of Recommendation is selected, the following window is shown. Please see below an example of the document. (Input Terms Printouts; Terms […]
Sales Reporting
The following reports are available from the toolbar in the Administration > Customer Masterfile > Sales Profiles screen and from Management > Sales Activities > Customer Sales Profile. Sales Visit Report: The detailed and summary PDF reports providing information on visits to customers based on a date period selection, Branch and Sales Person. Cold Call […]
New Visit
This screen logs details of visits to clients. This screen is available from the toolbar in the Administration > Customer Masterfile > Sales Profiles screen and from Management > Sales Activities > Customer Sales Profile. To add a new visit, click on the New Visit Button. The screen will immediately open to enter new […]
Sales Profile
This screen allows users to perform the following sales functions: Client Visits Create Quotations Sales Reporting The Sales Profile is accessible as an option and a toolbar button from the Administration > Customer Masterfile and the Management > Sales Activity > Customer Sales Profile. The below screen is a view of the Sales Profile. The […]
Debtor Enquiry
This screen displays what the Debtor owes, split by Aged Amounts. This screen is available as an option and from the toolbar in the Administration > Customer Masterfile for the Debtor on the screen.
Creditor Enquiry
This screen displays what the Creditor is owed, split by Aged Amounts. This screen is available as an option and from the toolbar in the Administration > Customer Masterfile for the Creditor on the screen.
Client Options
This screen lists options that can provide additional functionality for this client. This is available from the options menus in Administration > Customer Masterfile E.g. BONDCUST: Identifies a customer with Cars in Bonded Warehouse DEFPARTS: Defaults the Supplier to ‘Default Supplier’ (#DEF) for this Client when classifying parts DLD_GST: Identifies clients that use GST from […]
Print RACA Undertaking Form
To meet the requirements of the Transport Security Aviation Governing Body, the RACA Undertaking Form is lodged for Export Air Customers. The Undertaking Form can be printed via the Options Menu in the Administration > Customer Masterfile and will only be enabled if the Exporter = YES.
Register Client in ICS (AU)
From the Administration > Customer Masterfile, it is possible to send information to Customs in Australia to register the business and receive a CCID. This can be selected from the Options Menu. This can only be selected if a customer is displayed on the Customer Masterfile ICS EDI CCID Submission Process Field Name […]
Registered Client Jobs
This screen outlines the Date of Registration for the first Job that was created and the most current Job that is created. It also includes the total number of Jobs that have been created under specific rules. This screen can be accessed via the Options Menu in the Administration > Customer Masterfile. The link will […]
Creditor Quality Review
This option is provided to allow review of Creditors. The option will only appear where the Company Type is Creditor. This option is available from the Administration > Customer Masterfile. This screen will display the most recent Quality Review record for the Creditor based on the Valid to Date. Field Name Description Validation Default […]
Delivery Addresses
Multiple delivery addresses/pick up addresses can be stored for the Customer. This option is available from the toolbar button and from the Options menu in the Administration > Customer Masterfile. These addresses are used within the Job Registration screen and the Export Cartage Docket Screen. The default address will automatically populate when a Job is […]
Preferred Carriers
It is possible to assign preferred carriers that will be used as a default when registering a Job for that Customer. Carriers can be assigned by Airfreight, FCL, LCL, Parcel Post and Break Bulk. The Preferred Carriers screen is available from the Options Menu in the Administration > Customer Masterfile screen. Please Note: The Carrier […]
Letter of Authority Check
A warning that a Letter of Authority has not been received for a client can be shown when a Job is registered where you are the Broker and a Letter of Authority is not in the Client Document Register. This check will be made when jobs are added in the Import Job Registration screen, […]
Client Document Register
This screen allows document information to be added, except for Australian Customs Permits. Australian Customs Permit information is populated in this screen from the Permit/Advice information stored in the Parts Masterfile and/or the TLF Maintenance screen. This option from the Administration > Customer Masterfile allows Documents and AU Customs Permit information to be stored against […]
Document Distribution Groups
Documents sent externally to customers from Expedient Software have been assigned to specific group. Personnel Contacts are then assigned to receive these document groups. The document groups are used to pre-populate the recipients to emails generated for documents. For example, contact John Smith, who works in the Import Department of client DEMCON, is assigned to […]
Personnel
From the Customer Masterfile it is possible to add further contact information for employees of that company. This is used in lookups on various screens. Namely the Automatic Report Module. This screen is available from the toolbar button and from the Options Menu in the Administration > Customer Masterfile. This screen is also available directly […]
Client Events
Use this option in the Customer Masterfile to view Client Level Events e.g. Batch Sent Statements. If the event was an email event use the button to view the recipients
Customer Masterfile
The Customer Masterfile holds all information related to any company that your company deals with. The ranges of company types in which you can store information against shown below: The screen is in Administration > Customer Masterfile. Field Name Description Validation Default Cust Code This is the short code that is used to search for […]
Order Tracking Personnel
Personnel at the Order Tracking customer can be maintained in the Personnel screen from the Administration > Customer Masterfile using the Order Tracking settings. The Ports and Countries the Personnel contact receives Order Tracking updates for can be configured in the ‘Client Ports’ tab. Field Name Description Validation Default Mode This indicates whether the contact […]
Web User Setup
There are two ways that the order tracking system can be accessed: Expedient System Expedient Order Tracking Web site Web users must be set up using ‘Order Tracking/Web User Parameters’ Web Users are defined as three different types. The type selected for the web user will control the information the user can access Web User […]
Setup a Terminal
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Setup an Exporter
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Setup a Depot
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Setup a Debtor
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and accounting if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for the Debtor correctly can help […]
Setup an Importer
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Workflow Screen
This screen displays the user’s workflow. Jobs are displayed in ascending ETA date order by default. However, the screen can be sorted by any column by clicking on the column heading. This screen is found in Workflow > Import Job Work Flow. This screen can be set to open automatically on logging in to Expedient. […]
Import Job Status Enquiry
This screen allows you to search for import jobs using fields such as job status and milestone category. This screen is found in Enquiry Only > Job Tracking > Import Job Status Enquiry Results Fields Field Name Description Validation Default Customer Code Enter or select a valid customer code or a wildcard. Optional Blank Department […]
Workflow Overview
Job Tracking (Stage One) Allocate a sequence of steps or events that are required to be completed on a job from creation to completion. These are the job milestones. These milestones are defined by you to suit your internal operational process and procedures, and can be defined by job profile. Job Profile is described by the […]
Active Events By User Report
This report will display a count of events performed by user for a specific date range. This option can be found in Enquiry Only > Job Tracking > Active Events by User Rpt This report can be run as a PDF report or as a CSV file.
Workflow Options
The following system options can be enabled/disabled in the Workflow Administration/Workflow Options screen: Option Description Default Always show jobs with blank date? This only applies to non-transport work groups with a ‘Show When’ condition. The blank date applies to the date used in the “Show When” condition. Jobs that have been allocated manually […]
Workflow Automatic Processes
These processes run automatically in Expedient to assist jobs to move through Workflow Process Description Run Via Auto-Update Date Of Delivery The “DOD” (Date of Delivery) Event and Milestone will be completed when: An actual delivery date is entered when a delivery document is printed. An actual delivery date is entered in the “Various Information” […]
Workflow Sort
The screen provides the ability to set the order for the jobs listed in the workflow screen. This screen is found in Workflow > Workflow Administration > Workflow Sort The first, second and third level sorts can be set. If Job Type is selected as a sort order an additional table will appear allowing the […]
Input Ports for Branches
This screen allows only the users ports to appear in their workflow. Users assigned to the branch in this screen will see the jobs for the destination ports listed. This screen is found in Workflow > Workflow Administration > Input Ports For Branches Field Name Description Validation Default Branch Code Enter or select a […]