In the Customer Master file screen we have the ability to add a customer group against the customer. Sometimes a further level of override is required on the customer group. This allows a customer’s jobs to be redirected to a specific workflow based on customer group, job type or department and destination port. This screen is […]
Update User Workflow Groups
This screen allows you to see all the work groups of which a user is a member and to add or remove the user from work groups. This screen is found in Workflow > Workflow Administration > Update User Workflow Groups. The following details can be updated on current groups: Role Cherry Pick Field Name […]
Input Workflow Work Groups
So far you will have completed the following steps: Set up milestones and given each milestone a category. Set up user roles and given each role one or more milestone category. Now you want to tell the System how your office works. Which section of your option does what kind of work and who within […]
Input Workflow Role Categories
Workflow Role Categories tie job milestones to a user role i.e. who does what, at a high level. We can then assign a role to a user within a particular work group/team. This screen is found in Workflow > Workflow Administration > Input Workflow Role Categories. Field Name Description Validation Default User Role Select […]
Import Milestone Exemptions
Now, remember when we set up job milestones we did this by job profile. So we set up the milestones that we thought we needed for different types of jobs like Sea Freight LCL or Air Freight. Sometimes some of these milestones are just not applicable for some customers. To exempt some milestones for some […]
Customer Groups
This screen holds all the customer groups that are used to set up Workflow. This screen is found in Administration > Job Tracking > Customer Groups Field Name Description Validation Default Customer Group Enter a customer group code (up to 10 char) Mandatory Blank Group Name Enter a customer group name Mandatory Blank
Customer Level Job Tracking
Now that you have set up your import job milestones, it is time to turn on the Job Tracking module. The first decision you have to make is whether to use job tracking for all customers and all jobs or to enable it on a customer by customer basis. If you elect to enable on […]
Job Milestones
Job Milestones are allocated to each job on creation. The selection of which milestones will be allocated to a job occurs in the order defined in the table below. You will notice that the process proceeds from an attempt to make an exact match on the job profile progressively to a more general match on […]
Order Tracking Process Flow
The following process flow applies for the orders of customers using order tracking. Note: The milestones used and their sequence as well as the associated order status can be modified via system parameters. Milestones that can be used in addition to the above are:
Export and Domestic Milestone Exemptions
Now, remember when we set up job milestones we did this by job profile. So we set up the milestones that we thought we needed for different types of jobs like Sea Freight LCL or Air Freight. Sometimes some of these milestones are just not applicable for some customers. To exempt some import milestones for […]
Copy Customer Milestones
This option allows you to copy the currently displayed set of milestones. When selecting this option you will be required to enter the new Customer and Job Milestone profile information. This option is available within the option menu of the following screens Customer Import Milestones Customer Export Milestones
Customer Export and Domestic Job Milestones
These screens are used to set up the milestones that will be assigned to each import, export or domestic job on creation (or entry into the workflow). These screens can be found in Administration > Job Tracking Export Job or Domestic Job milestones that are specific to a customer can be defined on this screen. Customer […]
Copy Milestones
This option allows you to copy the currently displayed set of milestones. When selecting this option you will be required to enter the new Job Milestone profile information. This option is available in the following screens Import Job Milestones Export Job Milestones
Copy to Customer Milestones
This option allows you to copy the currently displayed set of milestones to a new Customer. When selecting this option you will be required to enter the new Customer Code. This option is found in the options menu in the following screens Import Job Milestones Export Job Milestones
Revise Registered Jobs
Any modifications made to the job milestone set-up are only reflected in any jobs created after those modifications have been saved. If you want the modifications to apply to jobs created before the modifications were made then use this option. This option is found in the options menu in the following screens Import Job Milestones […]
Customer Import Milestones
These screens are used to set up the milestones that will be assigned to each import, export or domestic job on creation (or entry into the workflow). These screens can be found in Administration > Job Tracking Import job milestones that are specific to a customer can be defined on this screen. This screen is found […]
Workflow Site Setup
The first step in implementing workflow is to define the sequence of steps or events that are required to be completed on an import 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. […]
Order Tracking Customer Setup
The type of Order Tracking can be set up for each Customer in the Order Tracking > Customer Parameters screen. Field Name Description Validation Default Customer Select the Customer code that requires Order Tracking Mandatory Blank Order Tracking Select the type of Order Tracking Mandatory Blank Header Level Select the type of header information shown […]
Order Tracking Site Setup
The system defaults for order tracking are set up using ‘Order Tracking Parameters/System Parameters’. This is where the default order tracking type is defined. This can be overridden at the customer level. Field Name Description Validation Default Company Name Company Name from Administration>Company Details N/A N/A Order Tracking None, Order or Part Mandatory Blank […]
Web Portal Site Setup
This screen allows the addition of new web portal users and update of their details and access. This screen is found in Web Portal > Web Portal Users. If any changes are made to this screen whilst the Web Portal user is logged in to the web portal advise them to log out and log […]
Export and Domestic Job Milestones
These screens are used to set up the milestones that will be assigned to each export or domestic job on creation (or entry into the workflow). These screens can be found in Administration > Job Tracking Export and Domestic Job Milestones Export Job milestones are assigned to an export or domestic job upon creation (i.e. […]
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 […]
Required Docs Configuration
This screen allows you to automatically ticked Documents as required in the Document Screen for Import Sea and Air Jobs and allows you to determine if the Documents screen will automatically pop up when jobs are added or updated. This screen is found in Administration > Company Details Menu > Required Docs Configuration Field Name […]
Sales Visit Maintenance
Expedient allows users to add/modify Sales Visits Types. Sales Visits Types are used with the Customer Sales Profile Screen when recording and reporting Sales Visits. Ensure, when adding a new Sales Visit, that the Sales Visit Code is unique and is a number. This screen is found in Administration > Company Details Menu > Sales […]
PKI Maintenance
The PKI Certificate is used to authenticate your company when lodging Customs Entries with Customs Australia. This screen is used when your PKI expires. This screen is found in Administration > Company Details Menu > PKI Maintenance Field Name Description Validation Default Text Email Address This email address is used for Customs to send documents […]
FSU Interface
Expedient will send requests for FSU updates of Air Cargo Imports. This screen stores the details of where to send the request to and how to receive the FSU updates. Your site must have an account with CCN to receive FSU updates. This screen is found in Administration > Company Details Menu > FSU Interface […]
Inter Country Maintenance
Expedient allows sites to import and export supplier invoices and shipper invoices between sites in different countries e.g. between Australia and New Zealand branches. This screen stores the details of the transfer of data. This screen is found in Administration > Company Details Menu > Inter Country Maintenance Send Method – LOCAL Send Method – […]
Corporate Interface
This folder stores the configuration for receiving information into Expedient from your Corporate system and sending information from Expedient to your Corporate System. This option is found in Administration > Corporate Interface Inbound These screens contain the configuration used to import data into Expedient from external sources. These options are found in Administration > Corporate […]
Creditor Quality Review
This menu option within Administration is available where your site has the Accounting Module. This option allows you to store a set of questions that can be applied to Creditors to monitor performance. This option is found in Administration > Creditor Quality Review These questions will require answers within the Customer Masterfile for the Creditor. […]
Billing Sheet Maintenance
Expedient allows users to choose which Billing Codes are to print and in what order on the Billing Sheet Documents for Import and Export. This screen is found in Administration > Company Details Menu > Billing Sheet Maintenance
Merge Menu
Expedient provides the ability to merge or rename Client Codes and Supplier Codes. This option can be found in Administration > Merge Menu. Customer Merge Expedient allows users to Merge many customer codes to one Customer Code. This screen is found in Administration > Merge Menu > Input Customers To Merge The below screen allows […]
Bank Account Details
Expedient allows users to assign a bank account to a General Ledger Code and a default Department. This screen is found in Administration > Company Details Menu > Bank Account Details AU Screenshot BSB, Account, ABA Bank Code and APCA Number are required for EFT Bank File Payments in AU. BSB, Account and EFT Bank […]
Auto Journal Maintenance
This option is available where your site has the Accounting Module. These screens allow you to store rules to automatically create Job Only Profit Journals according to the stored rules. This screen is found in Administration > Company Details Menu > Auto Journal Maintenance Reassign Accounts Maintenance This option is helpful in AU. This screen […]
Download Data Files
This option allows you to load supplier invoices, shipper invoices and parts into Expedient. This option can be found in Sundry > Down Load Data Files Auto Invoice Admin This screen stores information on which internal and external contacts are alerted when Supplier or Shipper Invoices are received into Expedient using the Email File Feature. […]
Email Disclaimer Text
This screen allows users to add and maintain text that will appear in the body of email automatically sent from Expedient e.g. with Customs Entries. This screen is found in Administration > Company Details Menu > Email Disclaimer Text Field Name Description Validation Default Trading Name Select the Trading Name that the Disclaimer text […]
Input Terms Printouts
Various Printed Documents contain specific company information that Customers need to see. Such things like Bank Account Details on Invoices. This screen is found in Administration > Company Details Menu > Input Terms Printouts. The Terms Code will already be added when the document is placed in the system. This screen is only used for […]
Accounting Department Codes
The below screen stores all job related and accounting related Departments for Accounting purposes. This screen is found in Administration > Company Details Menu > Accounting Department Codes. Each Department can be assigned a Cost Centre
Cost Centre Maintenance
Cost Centre Maintenance Cost Centres are used for separating Income and Expenses on the Balance Sheet, and on Profit and Loss Statements. This screen is found in Administration > Company Details Menu > Cost Centre Maintenance. This is generally used for companies that have 1 ABN but have more than 1 Trading As Name utilising […]
Document Distribution Groups Search
This screen can be used to view all the documents belonging to a Document Group and to look up which group a specific document belongs to. This screen is found in Administration > Company Details Menu > Document Distribution Groups. Use the Find option to search on a Distribution Group Then search for the document […]
Forms Maintenance
The forms maintenance screen allows users to view and change the form that is printed from Expedient. This screen is found in Administration > Company Details Menu > Forms Maintenance. As per below screen, the user has the ability to change the Invoice Print option. The below JOBINV, is the Job Invoice Print. The Form […]
Auto Cheque Number Sequence
Expedient allows users to print cheques. This screen allows administrators to enter the cheque sequences by Branch. This screen is found in Administration > Company Details Menu > Auto Cheque Number Sequence
Getting Started
Logging In On your desktop will be an Icon which looks this: Double click on this icon. This will then open up the Expedient Application at a log in prompt: To login, type in the user name and password that you were given by your manager or IT Staff Member. To Sign In: Enter your […]
Release 17/02/16 – Accounting – Cash Receipts Det’ld-Debtors
This release provides an update to the Banking>Cash Receipts Det’ld – Debtors report to include the Receipt Date
Release 20/01/16 – User Configured Automatic Reports – Container No. of Pieces
This release provides the ability to add the number of pieces in each container to the User Configured Automatic Reports for Import Jobs.
Release 20/01/16 – Workflow – Supplier Name column
This release provides an update to the Import Job Workflow screen to allow Supplier Name to appear after the Supplier Code. The Supplier Name column is hidden by default but can be selected to appear by right clicking on the existing column headings and selecting Supplier Name from the list of available workflow columns.
Release 28/01/16 – Debtors Module – Generic ATB Report CSV
‘Client Reference’ has been added as a column in the Generic ATB Report CSV (Report Type = Detailed All). This information is retrieved from the Cust Ref field in the Job Registration Screen. Please see below screenshot highlighted for your reference.
Release 28/01/16 – Automated Reports – Alt Code
The Alt Code from the Aviation Security Tab in the Client Masterfile has been added to the following Reports: Aviation Security Expiring Report EXPAIRSEC (AU ONLY) RACA Undertaking Report RACAUNDERT
Release 28/01/16 – Air Export Forwarding – Export Air Registration
Export Air Registration When creating an Export Air Job, if Regulated Client Status = NO (Aviation Security Tab in Client Masterfile), then the following error message will be shown: The Alt Code and corresponding Expiry Dates have been added to the Job Sheet. This information is retrieved from the Aviation Security Tab in the Client Masterfile. […]
Release 28/01/16 – Administration Module – Client Masterfile; Aviation Security
Client Masterfile – Aviation Security The Aviation Security Tab in the Client Masterfile has been modified to cater for multiple Security Addresses. Existing fields from the Customer Details Group (Aviation Security Tab) have been moved to a Security Information Table in this Tab. The following fields have also been added to the same Table: Alt Code […]
Release 28/01/16 – Administration Module – Client Masterfile
Client Masterfile When adding a Customer in the Client Masterfile, the Client Code can be left blank and the Company Name can be populated. The Client Code will be automatically generated based on the Company Name entered. The following warning message will be shown if the Client Code field is left blank and the Company Name […]