EXPEDIENT SOFTWARE

This release includes the addition of a new configuration field “Allow update with linked bookings/shipments” on the global and personnel partner portal administration screens. This field has been set to yes by default to maintain current functionality. When set to yes (ticked), if user has update permissions for orders, they can update all open orders […]

In this release we have made changes to the Consignee and Consignor reference fields on the shipment listing screen so that they display all customer reference numbers stored against the job. This includes: The Customer Reference on the Import Job The additional Client Reference Numbers stored in the options menu in the Import Job The […]

This release includes the addition of the spare fields from the import and export job screens onto the portal. There is now a new configuration screen located under Administration -> Web Portal -> Partner Portal Custom Field Names where you can specify what you want these fields to be called on the portal. Please note […]

This release provides a quicker method for applying Supplier Invoice numbers to multiple Orders on Import Bookings. The option ‘Create Downloaded Supplier Invoice’, available in Order Management -> Imports -> Bookings, and Customs Processing -> Job Registration has been updated with a new Bulk Update section above the Orders table Use the Bulk Update section where, You have […]

This release provide an improvement to the Mass Update Line Container option in Order Management -> Imports -> Bookings, and Order Management -> Exports -> Bookings This option is available in UPDATE mode. Where there is only one container listed on the booking, and more than one booking line, the following pop up question will appear on selecting Mass […]

This release includes an update to the Administration -> Interface -> Manifest EDI -> Agent Mapping screen The screen is renamed to EDI Configuration and can be found at Administration -> Interface -> Manifest EDI -> EDI Configuration The screen has been re-arranged to make clearer which parties can send and receive Manifest files, and if Import […]

From 1st July 2021, NZCS/MPI will start the pilot project for airfreight DTR (Domestic Transhipment Request). Domestic Transhipment Requests (DTR) will replace the existing manual MPI process of General Authorisation of Carriage (GAC) and the manual Customs processes of single/continuing permissions to move and Collector’s Permits one electronic process for both agencies. The DTR process […]

In the upcoming release we are introducing events for records being created, updated, and deleted on the Landed Costing screen, as well as when Reports have been printed. The events will be as follows: LCCR – Landed Costing Created LCU – Landed Costing Updated LCRP – Landed Costing Report Printed LCD – Landed Costing Deleted […]

As part of the upcoming release, we are going to add fields into the screen at Customs Processing -> Landed Costing -> Landed Costing will now include fields recording Created by, Created Date, Printed By, Printed Date, Modified by and Modified On to record Date and record users who have entered the screen. Printed details […]

As part of this release, there is an interface that will allow users to automatically upload Landing Charges into the Landed Costing screen The mapping will match the below: This won’t effect any current functionality for including information from the Customs or Accounting systems. If you would like to use this functionality at your site, […]

The following fields have been added to the Import booking screen. Unit Price The field displays the Unit Price for the product from the order screen. Users are not able to edit the field. Currency The field displays the Currency for the product from the order screen. Users are not able to edit the field. Value The field […]

In this release, Expedient will allow users to create a downloaded supplier invoice from the Job>Order Tracking. The function is only visible when you have a customs module subscription. The function will be disabled unless The job has at least linked to one order. There is at least one order line for the order. The customer […]

In this release, Expedient will allow users to create a downloaded supplier invoice from the booking screen. This function will replace the previous “Create supplier invoice” function. The function is only visible when you have a customs module subscription. The function will be disabled unless The booking is confirmed. There is at least one booking […]

In this release, we have enhanced the Import Shipment Comprehensive XML to include the Supplier Invoice Line Part Description. The name of the new XML element is <SupplierPartDescription> can be located in EDI message at locations ExpedientImportShipment/ImportJobRegistration/AUSupplierInvoice/SupplierInvoiceLines/SupplierInvoiceLine ExpedientImportShipment/ImportJobRegistration/NZSupplierInvoice/SupplierInvoiceLines/SupplierInvoiceLine Please contact Expedient support and request a copy of the updated schema

In this release we have added a new column, Supplier Invoice Number, to the orders tab of the import job registration screen. This column is view only and is accessible in find mode. It lists the supplier invoice number that is linked to that particular order – job relationship.

As a result of our supplier invoice upgrades, in this release we have restricted the number of jobs that can be linked to an import booking to 1. For all customers, regardless of order tracking status, you can now only link 1 booking to a single job. We have also removed the link bookings option from […]

In this release we have updated the control totals report to list all jobs older than 2470 days that still contain a WIP. Once a jobs is older than 2500 days, its WIP is no longer included in the control totals report. This can lead to unexpected differences in the WIP figures. To combat this, […]

In this release we have expanded the container status configuration to include an option to specify how long you want export containers to remain visible on the partner portal. Export containers can be set to be visible for X days after either On Board, ETD or ATD. All containers can still be searched and filtered […]

This release includes improvements to the Vessel Masterfile accessed from Administration -> Masterfile Management -> Vessel Masterfile These updates allow multiple sources to add to the Vessel Masterfile and flow updated vessel information to the relevent consols, jobs and bookings The changes improve visibility of the source of the vessel masterfile update, and which consols, jobs and bookings […]

In this release, we have created a new financial report which lists all job related invoices and journals that have occurred over a transactional period at a General Ledger Level. This report is only available as a CSV and is located under Management -> Reports -> Finance -> Transactional Job/GL Code Detailed and Finance -> Reports […]

This release includes an update to emails sent from the Partner Portal, which includes activation emails to Partner Portal users, and notifications send to corporate Expedient users when changes are made within the Partner Portal to orders, bookings, shipments and containers. The folllowing updates are designed to better avoid spam filters so that the partner […]

This release includes updates to the Import and Export Booking screens, available from Order Management -> Imports -> Bookings Forwarding -> Bookings -> Import Bookings Order Management -> Exports -> Bookings Forwarding -> Bookings -> Export Bookings Fields rearranged The top of the Booking screen has been rearranged to move the Transport Mode, Transport Class […]

In this release, we have adjusted the outbound event mapping screen. The main changes are as below: Merge the configuration tab and event mapping tab as one tab. Add ‘Version No’ field. Currently, Version 2 is the latest version. Sites using outbound event mapping to trigger event file will not be impacted, as the event file […]

In this release, we have moved the IMD charges configuration from event mapping screen to a separate menu option. The screen can be accessed via Administration -> Interface -> Outbound -> IMD Charges EDI Configuration. You don’t need to add the trigger event into event mapping anymore in order to trigger the IMD Charges/Payment XML file.

In this release we have made an enhancement to the Import and Export Order Screens on the web application only to display the linked bookings/jobs. At the top of the screen there is a new collapsible group. This can be expanded/collapsed using the arrow beside the title. In update and view mode, this group only appears if […]

This release includes an update to the Link Consol option in the Job Regstration screens. Where the Job is not on a Consol, use the Link menu > Link Consol to access the Consol number field and enter a Consol No.  Expedient will validate that the consol number exists and matches the mode (Air or […]

This release includes an update to the Document Tab in Forwarding -> Manifest EDI -> Job Holding -> Sea House Holding and Forwarding -> Manifest EDI -> Job Holding -> Air House Holding to allow merge and split  of PDF documents, similar to the Documents tab in Job registration screens The split option allows the split portions to be […]

This release includes an update to the Partner Portal to add extra validation to the Consignee Reference Number field (Import), and Consignor Reference Number field (Export) in the Booking Details screen The Reference Number cannot be used if it already exists on a Booking for that customer e.g. The same validation has been added when […]

This release includes an update to the Customer Reference field in the Bookings screen This field is optional, unless the Customer on the Booking has been set up for Booking XML in Administration -> Interface -> Inbound -> Import Booking EDI Setup.  If the Customer has an active configuration, the Customer Reference is still mandatory If a […]

This release includes an update to Import and Export Job Registration screens to show an Orders tab where the customer on the Job is set up for Order Tracking.  The new Orders tab provides a view of all the Orders linked to the Job including the current Order Status and Order Milestone Status Double click […]

This release includes an update to the quick search in the Partner Portal Dashboard to include Product Number (Part Number).  Select Orders from the right hand list to allow quick search on Order Number or Product Number e.g. The partner portal will search for all open Orders that include the Product Number.  E.g. searching on Part A […]

This release includes an update to the Import and Export Bookings screens where the customer is set up for Order Tracking.  This update will make it quicker to link orders to newly created bookings On saving a new booking, you will be prompted to link to existing orders that match the Customer/Supplier (Imports) or Shipper/Consignee (Exports) […]

In this release, we have enhanced the Corporate Interface Charges EDI file so it is available on NZ sites. Please contact expedient support for a copy of the NZ IMDCharges EDI message schema.

In this release, we have introduced a new version of the Debtors Invoice XML. This version is only available to sites using the Corporate Comprehensive EDI module The following new fields have been added to the EDI message structure. Debtor’s Name Local Equivalent Amount Posted Date Please contact Expedient Support for a copy of the new […]

In this release, we have introduced a new version of the Creditors Invoice XML. This version is only available to sites using the Corporate Comprehensive EDI module The following new fields have been added to the EDI message structure. Creditor’s Name Local Equivalent Amount Accounting Date. Please contact Expedient Support for a copy of the new […]

This release includes updates to the Import Job and Export Job screens to improve the overview of linked bookings and access to the Booking screen and SOP from the Job Linked Booking: Where the job is linked to Bookings, the Booking number is shown in the top right corner of the Job screen and appears as a link […]

In this release, the following changes are made for users to easily modify/update part via Invoice/Entry Screens You are able to access Part Masterfile from the following screens. Supplier Invoice – Pre Job (AU) Supplier Invoice (AU/NZ) Shipper Invoice (AU/NZ) NZ Import Declaration (Express, on update only) NZ Export Declaration (Express, on update only) On view mode, when you […]

In this release, we have added the Lodgement Question No to the Question Text on Customs Entry N30 for easy reference.

As part of our work on including Export Manifest EDI Jobs to Export workflow, we have had to update the screens at Administration -> Workflow -> Export Workflow -> Work Groups and Administration -> Workflow -> Export Workflow -> Role Categories. This is to include multiple Job types within Export Workflow. For Export Work groups, […]

In the upcoming release, there will be 4 new columns in Export Workflow, to allow for easier identification of a work item. ID type & ID number has been introduced to Export Workflow. ID type which will list the record as either a Job or an EDI Job. ID Number will show the Job number […]

In this release, we have updated Export Workflow to now include active Export Manifest EDI House Holding Records. This can be done by configuring Milestone records at Administration -> Milestones -> Export -> Export EDI Job Milestones (this is a new screen). When an Export Manifest EDI Job is now created, it will pull through […]

This release includes updates to the Import Order and Export Order screens to enhance functionality. This includes the following items Order Status The Order Status field has been updated to show the full order status description, instead of the order status code.  The Browse and Output to CSV has been updated to match The order […]

In the upcoming release, we have introduced the functionality to post a Job Disbursement Payment from the screen at Finance -> Banking -> Job Disbursement Payments. The post button will be a toolbar option as shown below: This Post function will post the payment currently being viewed by the user provided the payment has been […]

This release includes an improvement to the Import Workflow and Export Workflow screens to provide a clearer overview of the current status of consols, jobs and bookings. Information in similar columns has been consolidated and colour coding has been restricted to the first column to make the text on the rows easier to see quickly.  There […]

In this release we have finished modifying the job profit analysis screen and the accounting configured report. The below table outlines the rules for each of the financial columns: Invoice Total Excl GST This represents the summed total of all debtor charge lines, posted and unposted, excluding the invoice GST amount. Import Duty and GST are […]

In this release, we have provided users with the option to mass update container number on the lines tab. This option is only available in update mode. For Import bookings, the booking must have containers listed in the container tab whereas export bookings must be linked to a job that has containers. When the above […]

In this release we have added packing location to the import booking screen. This field is optional and has been added to help in tracking where your suppliers/agents are packing your bookings. For sites that do not have the Order Tracking module, packing location has been added to the bottom of the booking instructions tab – […]

In this release, we have added packing location to the booking instructions tab. This address field is only available for customers that do not have order tracking or have order tracking on at either order/job or part/job level. On Add, packing location defaults to the exporter’s default delivery address. This can then be overridden by selecting […]

In this release, we have decoupled Booking EDI from order tracking. This provides all customers who have purchased the forwarding module, the ability to have their clients load Booking XML’s into Expedient. Booking EDI set up is accessed via Administration -> Interface -> Inbound -> Import Booking EDI Setup. If you have the order tracking […]

In this release, we have made the changes to the general ledger screens to reduce any user errors. Disbursement accounts (generally 2300-2799) cannot be entered on: General Ledger Journal Entries General Ledger Payments General Ledger Receipts General Ledger Creditor Invoices This is because these are job related codes and therefore can only be used against […]