To set up Creditors Invoice EDI the Creditor Invoice EDI module must be active. Contact Expedient Software to arrange this. Once the module is available update the Administration > Customer Masterfile for the Creditor you want to receive Invoice EDI from. Set “Receive Creditor Invoice EDI?” to Yes. The screen will then display the set […]
Creditors Statement EDI
Expedient provides the ability to load a CSV of a Creditors Statement and perform a comparison of the Statement details against Invoices for the Creditor stored in Expedient. The option is available in Creditors > EDI Creditors – EDI Creditors Statement. Please contact Expedient by raising a Support Ticket if you cannot see this menu […]
Sending Manifest EDI to Brokers
EDI can be sent from the Import Job Registration screen to the Customs Broker if their details are in the Agent Mapping screen. Use the ‘Send EDI to Broker’ option from the Options > More Options menu in the Import Job Registration screen. Expedient will check all the necessary information is in the screen before […]
Sending Manifest EDI to Overseas Agents
Manifest EDI can be sent from Expedient to the Overseas Agent if the details have been set up in the Agent Mapping screen. The Manifest can be sent automatically or manually. Automatic Sending Expedient will run a regular check (usually every ten minutes) to see if any manifests are ready to be sent based on […]
Email Alerts on Loading
Automated emails are sent on receipt of Manifest EDI to the contacts listed in the Agent Mapping screen. Emails are sent in the following scenarios: Where a new Master or House Bill has been loaded successfully into the Holding screens and requires checking by a user Agent to Agent: An email will be sent to […]
House Holding
Manifest EDI are inserted into holding screens for users to check before creating Consols and Jobs from the Master Bill and House Bill information. Access the imported Bill data from the Air Import Forwarding or Sea Import Forwarding > Manifest EDI > House Holding This screen is very similar to the Import Job Registrations screen […]
Master Holding
Manifests EDI are inserted into holding screens for users to check before creating Consols and Jobs from the Master Bill and House Bill information. Access the imported Master Bill data from the Air Import Forwarding or Sea Import Forwarding > Manifest EDI > Master Holding This screen is very similar to the Import Consol […]
Import Department Mapping
To allow import and export of manifest data Departments must be mapped to ensure manifest data is captured correctly. Ports can be mapped to Departments so that imported Manifests are assigned the correct Department Codes on receipt of the Manifest. Any imported Manifests for Ports which have not been mapped will be assigned a temporary […]
Agent Mapping
To allow import and export of manifest data Agents must be mapped to ensure manifest data is captured correctly. The set up options are available in the Air Import Forwarding and the Sea Import Forwarding > Manifest EDI Details of the Agents, Forwarders and Brokers receiving and sending Manifest EDI must be set up in […]
Release 17/02/16 – AU Debtors Module – Invoicing – Duty
Debtors Invoice – Total Duty Amount When the Duty Charge Code is entered in the Debtors Invoice, the Actual Total Paid Amount will auto-populate under the following conditions: Total Amount is paid to Customs from the Brokers Bank Account Entry Status = CLEAR, ATD FINALISED or FINALISED (Customs Entry) EDI Status is not W (Withdrawn) […]
Release 17/02/16 – NZ Debtors Module – Invoicing – Duty
Debtors Invoice – Total Duty Amount When the Duty Charge Code is entered in the Debtors Invoice, the Actual Total Paid Amount will auto-populate under the following conditions: Pay Method in the Customs Entry = CASH or BROKER DEFERRED DOL (Date of Lodgement) Event is logged against the Customs Entry Customs Entry is Successful The following error […]
Release 17/02/16 – Debtors Module – Invoice Due Date
Debtors Invoice – Due Date When raising a Disbursement Invoice, the Due Date is now based on the following: Invoice Date + Disbursement Days from the Customer Masterfile; Debtors Tab _____________________________________________________________________________________________________________________________ The Position of the Invoice Type and Due Date fields have been changed around on the Debtors Invoice Screen. Please see below screenshot for […]
Release 17/02/16 – Accounting – NZ Customs Invoice File Load
This release provides the ability to load a CSV file of invoices from NZ Customs into Expedient. This functionality exists within the EDI Creditors Module. If you would like this module please contact Expedient by raising a Support Ticket. The CSV file can be emailed to a specific email address. If you would like this set […]
Release 17/02/16 – Debtors Module – Invoicing
Trading As Name The ‘Trading As Name’ has been added to the Email Subject of the Print Menu in the following screens: Debtors Invoice Manual Invoice Post & Print Debtors Invoice If System Option POSTINVONPRT is turned on, then it allows the user to Print and Post the Invoice in the one action when the […]
Release 17/02/16 – Automatic Reports – Update to EXPIRING CLIENT DOCUMENTS REPORT
This release provides an update to the automatic report EXPIRING CLIENT DOCUMENTS REPORT (report code EXPPERMPRT). This report now includes the full name of the Document Type. Notes stored for the document in the Client Document Register will also print in the report. Remember to ‘Wrap Text’ in the cell in Excel to view all the notes […]
Release 17/02/16 – NZ Accounting – EFT Bank File Payments
This release provides the ability in New Zealand to create an EFT Bank File for Bank of New Zealand and ANZ. EFT payments to Creditors can be entered and collated in a Bank File which can be uploaded to your Bank to facilitate payments to multiple Creditors in a single action. This options are available in […]
Release 17/02/16 – Air Export Forwarding – Required Declarations on Air Way Bill
This release provides the ability to print declarations on the Master Air Way Bill as required by destination countries and airlines. The Air Export Forwarding > Air Export Consol Registration screen, Address Details tab has been updated to provide a new section ‘Required Declarations’. In this space you can paste the text of required clauses. […]
Release 17/02/16 – Accounting – Load Creditor Statements
This release provides the ability to load a CSV of a Creditor’s Statement and perform a comparison of the Statement details against Invoices for the Creditor stored in Expedient. A new option has been added in Creditors > EDI Creditors – EDI Creditors Statement. If you cannot see this menu option please contact Expedient by raising […]
Release 17/02/16 – Order Tracking Web Portal – Business Unit
This release provides an update to the Web Portal for Order Tracking to show the Business Unit for Orders and Shipments. Business Unit can be added to Orders and Shipments through the Web Portal and through CSV file loads. Business Unit is available as a search criteria. The results will show Orders or Shipments that […]
Release 17/02/16 – Administration Module – Users Masterfile – Document Storage
This release provides the ability to store documents against the Users Masterfile within the Administration > Company Details Menu > Users Masterfile screen.
Overview
This module allows Manifest information to be sent from Export Agents to Import agents and from Import agents to Customs Brokers by electronic files, EDI. The Manifest EDI module assists to speed up the registration of Consols and Jobs. Import Jobs can be created from Manifest EDI data sent by Overseas Export Agents. Import […]
Automatic Exception Reports
Expedient provides three automatic exception reports to warn you when transport instructions and deliveries are not going smoothly. You can find the reports in Automatic Reports > Auto Report Setup The reports available are: Report to list jobs where an instruction has been sent to a Carrier and no response has been received – No […]
Viewing EDI Messages
The progress of messages and the history of the responses from the EDI carriers can be viewed using the “EDI History” option from the Options menu in the Import Job Registration screen. This screen displays all the EDI Carrier messages corresponding to the job with the most recent message at the top. Any error […]
Status Updates from EDI Carriers
The following events can be provided by Transport Companies into Expedient. Below lists the events and what happens in Expedient on receipt of these messages Time Slot Request Acknowledged This Event is received for FCL/FCX bookings. On receipt of this update the following will occur: The “Accepted?” flag will be ticked in the Container Details […]
Sending EDI to Carriers
Instructions can be sent to the Carriers from the Import Job Registration screen. Use the “Send EDI Booking to Carrier” option from the Options menu. This option will only be available if the Carrier is set up for EDI in the Customer Masterfile, Carrier Tab and if the Job Type matches the Job Type for […]
Transport Types
When a Transport Type is selected against each container in the Container Details tab in Import Job Registration the Transport Request sent to the Carrier will contain the Delivery Code they understand in their system. The Transport Types are stored in the bottom half of the Carrier Codes Mapping tab in the Administration > Customer […]
Carrier Codes Mapping
The instructions sent to the carriers are often coded e.g. the instruction to pick up a full import container from the wharf, delivery to the customer then return the empty to the dehire park may be shortened to ‘WF-CU-MT’ Different Carriers may require different codes so these are stored in the Administration > Customer Masterfile […]
Carrier EDI Setup
Setting up Expedient to send and receive EDI messages from carriers will involve some preparation from you, the transport carriers and Expedient Software. Please use the following checklist to work through the set up requirements. Action Point Action Detail 1 Check that Expedient is set up to allow EDI messages to your Carriers Open the […]
Carrier EDI Overview
This module provides the ability to send instructions to selected transport companies electronically via EDI messages, and to receive updates from the transport companies direct into Expedient. Transport requests can be sent from within the Job Registration screen and updates, including proof of delivery, from the transport company will populate the Delivery Details tab within […]
Release 17/02/16 – Container Management – Coynes (Cargo Office) POD Load
This release provides the ability to receive PODs from Coynes and load the PDF document to the Job Folder automatically. Coynes can send an email to a designated email address at your site. As long as the Expedient Job Number is included in the file name for the PDF attached to the email Expedient will […]
Client Copy Parts
This screen allows Parts to be copied from one Client/Supplier combination to a different Client/Supplier combination. The Parts will remain linked to the original Client/Supplier. This screen is found in Sundry > Clients Copy Parts
Copy Supplier
This screen allows Suppliers to be copied from one Client to a different Client. The Suppliers will remain linked to the original Client. This screen is found in Sundry > Copy Supplier Please note this screen is password protected for security
Multiple Job Event Creation
This screen allows the user to update a Single Event against multiple Job Numbers in one action. This screen can be found in Sundry > Multiple Job Event Creation Field Name Description Validation Default Job Event Details Group Event Type Select the zoom to access the list of Event Types. The […]
Multiple Job Note Creation
This screen allows the user to update a Single Note Type against multiple Job Numbers in one action. This screen can be found in Sundry > Multiple Job Note Creation Field Name Description Validation Default Job Note Details Group Note Type Select Note Type; Accounting, Delivery, Job, Miscellaneous, Forwarding, Notification, WIP, Check […]
Users Currently Logged In
This screen allows the users the option to view who is currently logged into the Expedient. This screen is found in Administration > Administration Reports > Users Currently Logged In
Client Events Enquiry
This screen allows you to view details of events at client level e.g. Batch Sent End of Month Statements. This screen is found in Administration > Administration Reports > Client Event Enquiry
Log User
This CSV report lists activities by Users filtering on Date, Branch and User. The report is limited to find activities within the last year. The report is found in Administration > Administration Reports > Log User Please note the following The number of Supplier/Shipper Invoice lines is based on the number of lines currently on […]
Entry Payment Level
This screen stores the duty payments levels that Brokers are assigned to allowing them to submit Customs Entries up to specified Customs Duty values. This screen can be found in Administration > Company Details Menu > Entry Payment Levels Brokers are set to an Entry Payment Level in the Users Masterfile. Expedient will check the […]
Lodgement Authority Levels
This screen stores the levels that Brokers are assigned to allowing them to submit Customs Entries up to specified Customs Values. This screen can be found in Administration > Company Details Menu > Lodgement Authority Levels Brokers are set to Lodgement Authority Levels in the Users Masterfile. Expedient will check the Customs Entry value against […]
User Menu Access
This screen allows a Superuser to set the menu options other users can see in their Expedient dashboard. Within the User Masterfile to Options>User Menu Access This screen displays all the menus available at your site on the right. The window on the left represents the view of the menu available to the user when […]
User Options
The Users Masterfile is an area where Super Users can control various functions. The below screen is accessed from the Options menu in Administration > Company Details Menu > Users Masterfile Field Name Description Validation Default EDIT_TOG_DEF Sets the General Edit and Customs Quantity toggle buttons to default On when the User is in the […]
Resetting User Password
The Users Masterfile allows users to reset other Users Passwords under specific conditions. Super Users can change Normal Users and other Super Users Passwords if the Security is Enabled or Disabled Normal Users with ADD Permission and Security is enabled; can change Normal Users, Super Users and their own password Normal Users with NO Permission […]
Email Signature
This screen allows the User to store default text to appear as a signature on the bottom of emails sent from Expedient. Use the toolbar button from the Administration > Company Details Menu > Users Masterfile screen to access the Email Signature screen. The screen opens in Update mode so click into the text box […]
Users Masterfile
Upon initial installation of Expedient you will be assigned a user name and password. Your username possesses administration privileges, one of which allows you to add other users, enabling them to log in to Expedient. This screen also allows you to modify existing users. This screen is available in Administration > Company Details Menu > […]
Branch Masterfile
The Branch Masterfile allows companies to operate many different divisions under the single Division. This screen also allows users to View Job Related Departments. This screen can be found in Administration > Company Details Menu > Branch Masterfile Field Name Description Validation Default Name This is the name of the department Mandatory Blank Contact […]
Release 17/02/16 – AU Forwarding – Air Import Cargo Reporting – ‘Notice of Intent to Claim’
This release provides the option to print either the Airline or the CTO as the Claims Office on the ‘Notice of Intent to Claim’ Document. The document is available for AU users within the Air Import Forwarding > Air Cargo Reporting > Outturn/Manifest Check in Screen, though the Communications menu > ‘Notice of Intent to […]
Trading As/Division Masterfile
The Trading As / Division Masterfile allows companies to operate many different divisions under the single ABN (AU). This allows companies to create jobs, create invoices under these divisions. The Trading Colour allows the colour control printing of formal documents such as Invoices, Statements. This screen is accessed from Administration > Company Details Menu > […]
Company Details
This screen stores information about your company. The screen can be accessed from Administration > Company Details Menu > Company Details Field Name Description Validation Default Company Name This is the name of your Company Mandatory Blank ABN No/GST No This is the unique Australian Business Number or GST No in non-AU sites Mandatory […]
Release 17/02/16 – Administration Module – Client Masterfile; Carrier EDI Delivery Codes
Delivery Addresses The ‘Carrier Delivery Codes’ Group Label in the Delivery Address Screen has been changed to ‘Carrier EDI Delivery Codes’. The Zoom on the Carrier field only shows EDI Carriers. Where the ‘Carrier Accepts EDI Bookings’ = YES in the Carrier Tab of the Customer Masterfile. Please see below Screenshot highlighted for your reference.
Release 17/02/16 – Carrier EDI – EXPEDIENT status updates In Yard and Scheduled Delivery
This release provides an update to the processing of container status messages in Carrier EDI where your Transport Company is using the Expedient format messages. These carriers can now send date and time of containers received In Yard and the required date and time of containers are required at the unpack facility. In Yard status messages will […]