The following screens can be used to archive Parts that have not been used for a period of time. Once a record has been entered in the Customs > Archive Client Parts screen, a daily background process will move the parts from the Parts Masterfile to the Customs > Archived Parts screen. NOTE: If a Part […]
LOA Acquittal (AU)
If your site is set up to check for a valid Letter of Authority at the time of Entry submission you may have some users who are able to override the LOA requirement. To acquit the Entry the LOA Acquittal screen is available to these users. The screen is available from the Customs folder. This […]
Part Weight (AU)
To add dimensions information to the Part use the toolbar button or use the Options menu, Update Weights from the Parts Masterfile screen Field Name Description Validation Default Client ID This is a no entry field, and for display purposes only Mandatory Parts Masterfile Supplier ID This is a no entry field, and for […]
Deleting Parts
To delete many parts from the database in one action create a CSV file of the parts you want to remove. Replace the TLF value for the parts with the word ‘DELETE’. Upload the CSV file in the Load Parts File option.
Part Events
When parts are added either manually, automatically or from file uploads an Part Added event will be created against the Part Number. Any process that classifies the part, either manually or from file uploads will create a Part Classification event. Subsequent update of the TLF for the part will create another Part Classification event. Manual […]
Entering Dangerous Good Information for Parts (AU)
If a Part in the Parts Masterfile is declared as Dangerous information pertaining to dangerous goods can be stored using the toolbar button or in the Options menu, Enter Dangerous Goods Information from the Parts Masterfile screen Field Name Description Validation Default Client Id This is a no entry field, and for display purposes only […]
Creating Parts (AU)
Manually adding Parts to the Expedient System is performed via the Parts Masterfile in the Customs folder. Field Name Description Validation Default Client Code This is the Customer Code. You can click on the to lookup the Customer Masterfile. Mandatory Blank ABN This is the Customer’s ABN (and CAC if entered in the Customer Masterfile). […]
Creating Parts – File Load
If you have a Parts File, you can upload this file via menu via Sundry > Down Load Data Files > Load Parts File (AU) or via Down Load Data Files > Load Parts File (NZ). This option is also available from the Supplier Invoice and Pre-Job Supplier Invoice Options menu. The format for the […]
Auto Invoice Admin
This function allows users to maintain contacts for invoices that are automatically imported. This option is available in the Sundry > Down Load Data Files. Select the client code and set up the invoice type, contact type, contact names and email addresses at the contact and within your company. These contacts will be automatically sent […]
Reset Options
The Reset options available in the Supplier’s Invoice screen and in the Shipper’s Invoice screen allow various information shown against the Parts in the Lines tab to be quickly updated. These options are useful where unclassified parts exist in the Invoice which have been subsequently added to the Parts Masterfile and needs to be updated to […]
Customs Entry Error Report (AU)
This XLS Report shows a list of Customs Errors for Import Jobs. The report is available from the Customs Folder This information is retrieved from the EDI History Screen in the Nature 10/20. The Report Parameters provides the option to search by Date Range Only, Client Code and Error Code.
Expiring Permit Report (AU)
This CSV report lists Permits/Advice which have expired or will expire within a defined date range for a selected client or all clients. The report is available from the Customs Folder. This report is also available as an automatic report, with Report Code EXPPERMPRT.
Unclassified Parts Report
The Unclassified Parts report, available from the Reports pull down menu in the Supplier’s Invoice screen, lists all parts on the invoice, or all invoices linked to the same Job with no TLF. This report can be output as CSV or PDF. If the Part was added via a Shipment Order line the Parts Description […]
Invoice Listing Reports
The Invoice Listing option available from the Reports menu in the Supplier’s Invoice screen provides analysis of the Supplier Invoice for example by TLF, by Line, by Order/Part Number, by Entry Line and by Entry Line (Extended). Select the Report Type from the pull down list and enter any other criteria required for the report. Select […]
Unanswered CPs Report (AU)
This option is available when your site is configured to store answers to CP Questions against Parts and the Supplier Invoices includes classified parts that have unanswered CP questions. The report is available in XLS, PDF or CSV format and lists the unanswered questions part by part for all the Supplier Invoices on the Job. […]
Copy Supplier Invoice
This function allows you to copy a Supplier’s Invoice from one Job to another Job. You can only copy the Supplier’s Invoice to a Job for the same Client and the Invoice Number must not already exist against the new Job. If the Supplier Invoice number already exists the following warning message will appear
Supplier’s Invoice – Extra Information
This option available from the Supplier’s Invoice screen allows you to store additional information related to the whole Supplier’s Invoice
Load Supplier’s Invoices by Shipment
This option provides the ability to attach a batch of Supplier’s Invoices to a job. The invoices must be loaded into Expedient using the email facility so that the Shipment Value is known. The batch of Supplier’s invoices can be loaded to the Job from the Job Registration screen and viewed in the Supplier’s Invoice screen. […]
Inter Country Transfer
Expedient can be set to transfer Supplier Invoices between the Australia and New Zealand sites of your company. The AU site will send a Shipper Invoice to the NZ site when an EDN Entry is submitted and the destination country is NZ. The NZ site can use the in the invoice number field in the […]
Load Multiple Supplier’s Invoices from one file
You are able to load a CSV file or a text file from your desktop directly into Expedient using the Sundry > Down Load Date Files> Load Invoice File feature. This screen allows you to load a file that contains more than one Supplier’s Invoice for the same Client. This screen allows you to tell Expedient […]
Load File – Supplier’s Invoice
You are able to load a CSV file from your desktop directly into the Supplier’s Invoice screen. To use this feature enter the Job Number. Once you are in the Invoice No field you can click on the button that appears on the lower area of the screen. This screen allows you to tell Expedient […]
Classifying Parts (AU)
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 […]
Entering Customs Quantities
Customs may require additional quantities information based on the tariff. The Invoice Overview screen will indicate where additional information is required. Use the button in Update mode in the Lines tab to enter the values directly into the Customs Qty column against each invoice line Or click on the toolbar button and complete the final column […]
Default Unspecified Customs Quantities
This option is available from the Options Menu in the Supplier’s Invoice screen after selecting to update the Supplier Invoice on the screen. The option will copy across the value in the Invoice Quantity column to the Customs Quantity column for the following conditions The Customs Unit of Measurement is not ‘NO’ (AU) or ‘NMB’ […]
Updating the Supplier Invoice after creating the Entry
The information from the Supplier Invoice populates the Entry when it is prepared. The information cannot be updated directly in the Entry screen. Any changes required to the Entry must be made in the original Supplier Invoice. Expedient provides some shortcuts to updating multiple supplier invoice lines quickly where the prepared Entry is consolidated. Where […]
Bulk Classification using the Unclassified Items Report
Expedient provides a quick method of quickly classified unclassified parts. Use the Unclassified Parts option in the Reports menu in the Supplier’s Invoice screen. When output as a CSV this report is in the same format required to loads Parts into Expedient. Add the missing details to the spreadsheet. Then use the Load Parts File […]
Creating a Supplier’s Invoice (AU)
After you have created a job, you can create a Supplier’s Invoice. This can be performed in 2 ways. The first method is directly from the Import Job Registration Screen. From this screen ensure you have the job you want to link the Supplier Invoice to. Click on the Supplier Invoice Button on the Toolbar […]
Email Supplier’s Invoice into Expedient
You can email the Supplier’s invoice using a CSV file. Ensure with Expedient that you have an email address set up to accept these files. The file needs to be CSV format, NOT Excel, txt, doc, etc. Only the specified fields can be used in the following order. Columns A to F are mandatory. If […]
Load File – Pre-Job Supplier’s Invoice
You are able to load a CSV file from your desktop directly into the Pre-Job Supplier Invoice screen. To use this feature enter the Reference Number, Client and Supplier. Once you are in the Invoice No field you can click on the button that appears on the lower area of the screen. This screen allows […]
Invoice Report
The Invoice Report, available from the Reports menu in Pre-Job Supplier Invoice, lists details of all the invoice lines in the Pre-Job Supplier Invoice. Unclassified parts are highlighted where the TLF is ‘*****’. Refer to Bulk Classification using the Unclassified Items to classify parts using this report.
Creating a Pre-Job Supplier’s Invoice (AU)
If you have not yet created a job but have the related Supplier’s Invoice, you can create a Pre-Job Supplier’s Invoice. This is accessed via menu Customs Clearance/Tariff Class > Pre Job Supplier’s Invoice. By clicking the button or typing A will place the cursor in the input screen in Add Mode. Enter the details […]
Link Shipments
This option which is in the Link menu in the Import Job Registration screen appears where Order Tracking exists for the Client on the Job with either Part or Order Tracking at Shipment Header Level. Any shipments that have not already been assigned a Job for the Client are listed with the older ETA Destination at […]
Missing Documents Notification
The Missing Documents Notification, available from the Notifications menu in the Job Registration screens draws information from the Document Screen which is accessible from the Options menu in the Job Registration screen. Based off the information in the Document Screen, the Missing Documents Notification prints any Document that has a required Tick and does not […]
Events
This option, available from the Toolbar and from the Options menu in Job and Consol Registration screens provides the history of the Job or Consol in date descending order. Click to manually insert new events can be added in this screen. Field Name Description Validation Default Event Type This describes the event type. Use […]
Find Jobs by Client Reference Number
The option available from the Options menu in Job Registration screens allow you to search by Client Reference Number. The client reference must have been added against a job number in the Add/View Client Reference Numbers screen. The Cust Code field is optional. If you have only the client reference number this option can be […]
Client Reference Numbers
The option Add/View Client Reference Numbers allows the addition and update of client reference numbers to a Job. This is available from the Options menu in the Job Registration screen. Any client reference numbers entered in this screen can be searched for in the option from the Options menu, Find Jobs by Client Reference Number
Job Financials
The Job Financial Screen, available from the Job Financials menu, Charges menu in Job Registration screens, allows users to view all financial transactions of a job. The screen displays Billing Information, Creditors Invoices, Direct Cheques, and Journal (Profit) information. Once you have selected a Job you will be presented with the following screen. See below: […]
Editing Notifications
Expedient allows users to modify the type of data that prints out on each of the documents along with what wording appears on the notifications. The screen is accessed via the Administration Menu > Company Details > Generic Notifications Regist. Tick which fields are required to print on each Notification.
FCL Time Slot Request
This option provides the ability to create a request to Transport to pick up full import containers from the terminal for delivery. The screen displays all the containers registered for the job and indicates the carrier assigned at job level or container level. This screen is found in the Options menu of the Import Job […]
Create Docs to Transport Event
When you send documents to the Carrier to arrange the delivery you can create an event in the Job. This option is found in the Options menu in the Import Job Registration screen where the Job Type is FCL or FCX. If a container exists against multiple FCX jobs in the consol the job is […]
Document Screen
This screen is available from the options menu in Import Job Registration. The screen allows users to select which Documents are required to complete the Job and of those documents which have been received. The Date and User fields are automatically populated with the User and today’s date when Documents are ticked as Received or […]
Container Search
There will be occasions whereby users will need to find a job with a specific container. From the Job Registration Screen, select Options – Find Jobs by Container. This will then pop up a screen, see below: If the container number returns more than 1 job then the Registration Screen will display (1 of […]
Copy Job
Once users have completed the Job Registration Creation process, the copy job function can be utilised. This is selected via the Options Toolbar – More Options – Copy Job. This copies all of the job information to a new Job Number, excluding any Notes, Container, Attachments, and Charges except where the Job Type is LCL/FAK […]
Proof of Delivery Upload
Expedient will load pdf Proof of Delivery (POD) from a designated folder that an external party has sent the documents to. Expedient will process the documents according to the filename and send the POD pdf to the Public Documents folder for the relevant job. Please contact Expedient Software if you would like to use this […]
Attaching Documents
Expedient allows users to attach any document type including Emails via the Doc’s button on the Job Registration Screen: Once a user clicks on the Doc’s button a Windows Explorer window will display and default to the PRIVATE Directory for that Job. Documents in the PRIVATE directory are not viewable by Customers via the Web […]
Update Delivery Date
Expedient allows users to batch update Jobs to add the Delivery Date. The below screen allows many jobs to be updated at the same time. The Update Delivery Dates screen can be found in Customs Clearance/Tariff Class and in Sea Export Forwarding. Delivery Dates can be supplied for Air, LCL and FCL jobs. Individual containers […]
Update Required Dates
Expedient allows users to batch update Jobs to add the Required Delivery Date and Time. The screen allows many jobs to be updated at the same time. The Update Required Dates screen can be found in Customs Clearance/Tariff Class > Update Required Date Required Dates and Times can be entered for LCL, FCL and FCX jobs. Individual […]
Delivery Docket History
Details of each Air and LCL/FAK Delivery Docket generated are stored. The docket information can be viewed from the Options menu in the Import Job Registration screen ‘Delivery Docket History’. The Delivery Docket History screen allows you to view the details printed on the delivery docket and allows reprint using the toolbar button. Each delivery […]
Printing Delivery Dockets for a Job
To print a delivery docket, users must ensure the Delivery Details information is completed in the Delivery Details Tab within the Import Job Registration screen The above Delivery Address is stored at the Job level. Delivery Docket Workflow Expedient follows the below process on selecting the Delivery Docket toolbar button in the AU Import Job […]
Printing Delivery Dockets for a Consol
If the Consol is for Job Class FAK a Delivery Docket can be sent direct from the Consol to the Cartage company. The option is available from the Notifications menu and from the toolbar button in the Import Job Registration screen. This screen will list all the containers associated with the Jobs on the FAK […]