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Expedient User Manual – Administration Module

1. Doc No This is the reference added by Expedient when a new N A System Document is added to the register This column can be Generated hidden Notes Notes can be stored which are relevant to the Optional Blank document CP Question This is the CP Question Number that the Permit is N A Parts No required for where the Permit Advice is an Australian Masterfile Customs Permit This information is view only in this TLF screen Masterfile Permit Advice This is the reference number for the Permit This Parts No information is view only in this screen Masterfile TLF Masterfile Created By This is the user who created the entry in the Client System Document Register Generated This is the date the entry was created in the Client System Document Register Generated Modified By This is the user who last update the entry in the Client System Document Register Generated This is the date the entry was last updated in the Client System Document Register Generated 39 A report can be run to list the Permits which have expired or are about to expire A manually run report is available from the Customs Folder An Autoreport EXPPERMPRT is available from the Automatic Report menu Please see the AU Customs User Manual and the Autoreport User Manuals for further information The details in Client Document Register can be used to check for missing information and to update the Documents Screen available from the Import Job Registration scree
2. The folowing text will apps in the emal body of automatically sent emails This message amp intended only foe fre use of The incivichal of entity fo whom It is addressed and It is sebject to the lagal dischimer comained in the Eepedient Software web site The same legal condition applies to the Expedient Software Standard Trading Conditions discdaimes which is acoessibie at the same wosto we expecdientsoftuare com au Please consider the eevironment before grinting this enal Created By helens On 15 07 201 Changed By hetens On 15 07 2013 Ox Cancel Tania Redy egret a beet bart fy acuity he Onire to ot Ser cago rer lee 2M tt ns ee ee ee eme neman 132 Field Name Description Validation Default Select the Trading Name that the Disclaimer text is Optional Trading Name relevant to or leave the Trading Name blank so that the text is added to all auto emails regardless of department branch and Trading name Email Text Add text in here to be sent in the body of Optional Blank automatically forwarded emails Created by This is the user who originally added the email text N A System and when Generated Changed by This is the user who last updated the email text and N A System when Generated Department Codes Department Codes consist of both job level departments and non job departments departments in which money is placed in the General Ledger Department Code Maintenance EXPEDIENT DE
3. cccccccssscccceeccceseeccssecccseneceeaeseessaeeeessecessaecessueeesseaecessuneeessaesessaases 97 FY E E E EE EEE E E E ATAT tak bu A T E ET E E E EATE E AE E EE ene 97 DS TN EEP A E EE PEA AE IEA E AEE occ cdc ee EA E A A T 98 Customer Export and Domestic Milestones ccccccccssssecccccessecceceessecceseaesecceseeeeeceesaeaeecessseasecesseaeseceesaeaecessuaeeeeees 102 Customer Export and Domestic Milestone EXE Mptions ccccccccssssecccceessecceceesececseesecesseeusecessueneecessaaneeeessaeeeeeeas 105 Company Derails Men rirerire nnii ches aia NOE ENARE E OT OON EE OE se ee esse 107 Eran eca AP a E E E E A P A AE E E A T 108 Trading As Division Was teil eVects cssteddcontaaiencssaaesconiaaianasateddecndaaienediaaed ues dala aeaa Re anaa RENAR arane AN 110 SEERE EE A E A EA E E A E E E A E E E E A 111 Users IVS GS FS ccc sere s tates end eiia iias a E E E E feat dale on saveotaauatees 115 EE AR EE E A EE T EAE AAEN AE ET sauces AE E A A A 117 Resetting User PasSSWO O ecrecrresernnerkern nine innear A ANa E EE EEEE S EEEE EEEN a 119 UD oIa p E E E A A E E A E E E E te vive ee A O E enone ns Gunite E tence tae 120 ar IVC FI PCC E E T E EE A EE AE E EEE T AOE 123 Lodgement Authority Levels Customs MOCUIE cccccccsssssseeceeeeeeessseececeeeeaessseccceeessaesseeeceeeseuenseeceeeseeseaneeeeeeeeas 126 Entry Payment Levels Customs Module cccssssseeccceccceesseeeccceeeseesseeeeceeesueasececeseeeuensseeeeesseueenseeee
4. Documents Screen Rules Pop up This will set Expedient to automatically open the Optional No Documents Documents screen when a new Import Job is added Screen on Job Add Pop up This will set Expedient to automatically open the Optional Documents Documents screen when an Import Job is updated Screen on Job Update Only Pop up In conjunction with the first two option this flag will Optional Screen where only pop up the Documents Screen for Brokerage Jobs OWN broker Pop up Screen This will open the Documents screen in UPDATE Optional in Update mode This means the Update Button doesn t need to Mode be clicked to tick documents as required or received 140 Field Name Description Original Billin If the OWENC ONC field in the Import Job Optional Job Triggers Registration screen is set to Original Bill Expedient can Original Bill automatically tick the Original Bill as received in the Received Documents Screen This will also trigger the Original Bill received event Required Documents Configuration Select if the Document is required for Air or Sea Optional Blank Import Jobs Documents Select from the pull down list of documents Mandatory Blank if Mode is selected Modified By The user who last updated the configuration On The date the configuration was last updated Inter Country Maintenance Expedient allows sites to import and export supplier invoices and shipper invoices between sites in different countries e g between Aus
5. Import Customs This indicates if the Customs Declaration is automatically Optional Declaration emailed to the client on receipt of the Entry from Customs There must be at least one contact at the Client in the Document Distribution Group for the Customs Declaration EFT Receipt AU This indicates if the EFT Receipt is automatically emailed Optional Only to the client on receipt of the Entry from Customs There must be at least one contact at the Client in the Document Distribution Group for the EFT Receipt EFT Notification This flag determines if the Notification of Direct Debit is Mandatory emailed automatically to Personnel at the Client with the Entry when Customs confirm successful Entry EFT Authority to This flag determines if the Authority to Direct Debit is Mandatory Direct Debit emailed automatically to Personnel at the Client with the Entry when Customs confirm successful Entry This will be sent if the EFT Expiry Date has passed 19 Field Name Description Validation Default Delivery Order NZ This indicates if the Delivery Order is automatically Optional Only emailed to the client on receipt of the Entry from Customs There must be at least one contact at the Client in the Document Distribution Group for the Delivery Order Bank The name of the Importer s Bank to make Customs EFT Optional Blank payments from Branch The name of the Importers Bank Branch to make Optional Blank Customs EFT payments from BSB No The na
6. New Import lob Milestone Group Job Type Mode Type 4 Container Gass OK Cancel Erte the department o ALL for of departments LJN 87 Option GP expedient Description 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 will revise the job milestones for all jobs that match the job profile of the currently displayed set of milestones Revising milestones will recreate the milestones but preserve any completed or not applicable updates that have been made by the user to milestones that did not change The following screen will be displayed wi REVISE JOB MILESTONES P E aLa Xx Additional Criteria Customer Code Registration From TO ETA From Wal To Enter account number Registration From Optional but either this or the ETA date and To Dates range must be entered ETA From and To Optional but either this or the Dates Registration date range must be entered A limit of 120 days on the date range is applied Expedient Copy to This option allows you to copy the currently displayed set of milestones to a specific Customer customer These milestones can then be updated in the Customer Import Milestones Milestones screen When selecting thi
7. 2 of 4 Use Add Update and Delete to add and maintain this mapping IMPORT DEPARTMENT MAPPING Destination ports can be mapped to Departments so that imported data used to create Consol and Jobs can be assigned the correct Department Codes on receipt of the Manifest Use the Next and Previous toolbar buttons to view the Air and Sea mode department mapping W EDI Manifest Department Mapping EXPEDIENT DEVELOPMENT File View GMA Maint Help t XIA G 4 gt Add Update Delete Find Browse Previous Next Department Mapping Details Mode AIR Dest Code Dept Code Dept Name 1 ADL SIA SA IMPORT AIR 2 HOT IMPORT AIR 3 MEL VIA VIC IMPORT AIR 4 SYD NIA NSW IMPORT AIR 146 Field Name Description Validation Default Mode This indicates if the mapped departments are SEA or Mandatory AIR AIR Dest Code This is the port code For AIR insert the ISO Airport Mandatory Blank code For SEA insert the 5 character port code Dept Code Mandatory Blank This is the department code Use the G to zoom on your department codes matching the Mode AIR or SEA Dept Name This is the full name for the selected Department System Blank Code Generated PACK TYPE CROSS REFERENCE This screen is used to map external package types to the existing Expedient Pack Type codes Wf Interface Pack Type Cross Reference EXPEDIENT DEVELOPMENT olb GMA Maint Help e P4 Q re j Add Update Delete Find
8. ALL for All DETAIL This section of the screen is used to define the steps involved in the lifecycle of a job and the sequence in which they occur Each milestone sequence must begin with the JOBA Job Add event and finish with the JCOM Job Completed event Description Milestone This is an event code Any event can be used as a milestone This milestone will be completed against a job when the event itself has been created This may occur automatically via a system process The completion of any milestone will update the status of the job The status of the job is always the last completed milestone The status of a job will not be marked as JCOM Job Complete until all milestones are completed or marked N A Description Milestones that are completed by the creation of an event cannot be uncompleted Description This displays the description of the event Sequence A positive number indicating the numeric sequence in which the milestones are expected to be completed NOTE Milestones can be completed out of sequence Active A milestone must be marked as active in order to be allocated a job when it is created Manual A manual milestone can be completed manually That is the Milestones option can be used to enter a milestone completion date and time When a user enters a milestone completion date and time against the milestone this creates an event This means that the milestone cannot be
9. Document Register Masterfile Country Code Masterfile ISO Port Codes Masterfile E Vessels Masterfile fecsels Arriva gS erfile E n Airline Enquiry El Overseas Angents Grouns gt Vessels Location of data fle Logs Progress Load File Exit Use the Browse button to locate the file and click Start Import The file will load If Expedient finds any problems in the file the errors will be listed in the screen 79 QB expedient 7 When the file load is successful Expedient will update the Vessel Masterfile update all Consols and Jobs that are affected by the Vessel Information and run reports to the Users who receive the change reports 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 Administration Customer Masterfile Suppliers Mastertile Delivery Addresses Customer Personnel Document Register Masterfile Country Code Masterfile OS Currency Rates Mastertile OS Currency Mastertile Alpha Charge Code Mastertile ISO Port Codes Masterfile Vessels Masterfile Customs Craft Names Region Code Masterfile HE HS WE HS A HO A OS A HO WE Ho Ho The list provided by NZ Customs is available here From this web page download the file craftnames txt to your PC Do not change the file format File View GMA Maint
10. No update Number of Free This is the number of days the Shipping Company allows Mandatory Blank Days the client to keep the import container before detention charges are applied Container Type Select from the pull down menu which type on Mandatory Blank containers the number of free days is applied to Demurrage Start Select from the pull down menu the date the Shipping Mandatory Available Date Line uses to start the count of free days from Date Configuration Configuring Pop up Notes Expedient allows users to configure what type of notes to pop up at a customer level The following pop up notes can be configured via the Customer Masterfile Configuration Tab Import Job Registration e Delivery Notes each time a user clicks on the Delivery Tab in Add Update mode the Customer s Delivery Notes will pop up e Job Registration Notes each time a user adds updates a Job the Customer s Job Registration Notes will pop up e Forwarding Supplier Notes each time a user adds updates a Job the Customers Suppliers Forwarding Notes will pop up e Pre Alert Reminder each time a new job is created pop up a reminder to send the Pre Alert Notification Customs Pop Up e Customs Notes each time a user adds updates a Job and Broker Code is the Own Company the Customer s Customs Notes will pop up e Customs Notes each time a user selects Submit or Submit and Pay the Customer s Customs Notes will pop up e Customs Su
11. Yeu ONG Fordot 01 0075301 Enry Tao Ast of Enry Tia Aitopining Atomer tmebng Castoens Erry No inport Camiverss Deiari Yes EFT Paymer Receget No EFT Roccat Fea Auto Erry Copies i EFT Wotliation Y s ET Mathority to Direct Debit Yes Atomatic Check In Notification Grolier Comads Emal fcktress Repent Name Casey gapadis iaa com au CG CEMOONI Ciest level Domuragpe agreornest by Shipping Line Stipotg Lire Shipping Lire Name Numer of Container Tepe Desturege Start Deter Code Free Drys APLLING AM CO PTE WTO 20 Al Contateer Tea Avoids Date ANLOONY AML CONTAINER LINE PTY LTO 10 Dry Weal Arriva Date tot Customs BillTo Enter the Customs Code of who will be billed in the Optional Blank Customs Job Forwarding Bill To Enter the Forwarder Code of who will be billed in the Optional Blank Forwarding Job Customs Broker Enter the Broker Code of who the Customs Broker is that Optional Blank handles the client Send automatic If your site has the Air Cargo Forwarding and or the Sea N A From the email notification Cargo Forwarding module you will see this flag to show if Broker at Cargo Checkin the default Broker receive Cargo Availability notifications Customer automatically on check in Miasterfile Owner EFT Is the Customer on Owner EFT when paying for Customs Optional No Duty Last Job This is the date of the last job associated with this N A System Importer Generated Local EFT Is the Customer on Local EFT when paying for Customs Optional No D
12. t Add Update Oelete find Browse Previous Nmt Customer Export Job Mitestone Set Up Customer AARTSTO al Degtja A JAN Departed yes job oe At y Mode TypelAll Made Types z Cantainer Class All Container Types Milestone Description Sequence Adiva Manual NA By Transhipmest Hours Condition Event Date Evert Default Event JOBA 08 ADD 10 Yes Na No No LOR ORDER RECEIVED 15 Yes ves No No THS BOOKED WITH S1 20 Yes Yes No Neo CSLA CONSOL ADD 25 Yes No No we CNF BOOKING CONE SENT 30 Y s No ves No CARP CARRIER PICKUP REQUEST 35 Yes yes No No EON EDN COMPLETED 40 Yee Seo No wo 7 PRIOR TO ETD PRAC PRA COMPLETED 45 Yes No No No 72 PRIOR TO ETD FISI FI SENT 70 S 5 Yes Yes No Ne 24 PRIOR TO ETD EFTP EFT PAYMENT ARRANGED TD CARRIER 55 Yes Yes No No 24 PRIOR TO ETO PST INVOICE RAISED TO CUSTOMER Hh Yes Shia No Nea 24 NO LATER THAN ETD IDOM 108 COMPLETED Al Yes Ni No No Changed By itasiab Chanoed On Z11013 iofd Optigns GMA Maint Copy Customer Milestones Revise Registered Jobs 102 Revise Registered Jobs Expedient 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 will revise the job milestones for all jobs that match the job profile of the currently displayed set of milestones for th
13. For Client DEMCON Exit The amount in this field is the allowable amount that the customer is to owe When users are invoicing a customer the system checks the current on account amount plus what the current invoice amount and compares this with the Account Control field Exchange Variance This is used when billing the customer in local currency Optional but you have Foreign Currency charges The exchange variance adds a percentage to the foreign cost amount and adds this to the invoice This is used in the Charges Screen within the Job Registration screen 10 Field Name Payment Terms Disbursement Payment Terms Final Description This is the number of days you want the customer to pay the disbursement charges The invoice due date will be reflected by the number of days you enter in to this field Please note This is used in conjunction with the Invoice Due Date field If the Invoice Due Date is set to Invoice Date then the Disbursement Invoice Due Date calculation is Invoice Date Disbursement Days Alternatively if the Invoice Due Date is set to End of Month then the Disbursement Invoice Due Date calculation is End of Month of Invoice Date ie 31 08 10 Disbursement Days This is the number of days you want the customer to pay the final charges The invoice due date will be reflected by the number of days you enter in to this field Please note This is used in conjunction with the Invoice D
14. Must have an Origin Port to be included in this table Business Units A Customer can have internal divisions E G Fabrics Machinery etc Customers only want to see their specific Orders Jobs within their own Business Unit Fie View Options GMA Mart Help k b Add Updete Dete Pind firovwee Previous Het Busness Units Buenen Une Informetor Chet AALBSHI DEVTEST Chert AALESH Actia Yes Susiness Unit Cede 9 BUS UNIT Business Unk Name TESTING THE BUSINESS UNIT NAME FIELD 000 Address re 1 TESTING THE AODRESS UNE ONE FIELD 12745 Address ure 2 TESTING THE AODMESS LINE TWO FIELD 12345 Suture NORTHERN TERRITORY UNIVERSITY Swie NT Zp Contax Name TESTING THE CONTACT NAME FIELD Prone L234567890L2345670901245 Cosi testirest com Fas LIMMDPOLIMO SOLIS Field Name Description Validation Default Client This is the Customer Code and Name carried across from Mandatory Customer the Customer Masterfile Read Only field Miasterfile 47 Field Name Description Validation Default Business Unit Unique Code for the Business Unit Mandatory Code Business Unit Name for the Business Unit Mandatory Blank Name Address Line Address Line 1 details for the Business Unit Optional 1 Address Line Address Line 2 details for the Business Unit Optional 2 Suburb Suburb for the Business Unit Optional N A State State for the Business Unit Optional N A Postcode Zip for the Business Unit Optional Active Indicates if the Bu
15. Personnel Details First Name JOHN Active Yes f A y Surname SMITH Job Title MELBOURNE IMPORT MANAGER Mobile Telephone 03123456789 E mail john smith demcon com au Order Tracking Mode Both Recv Status No RecvInfo No Document Distribution Groups Distribution Group Cartage Customer Statement Import Notifications Quotes Rates lof 1 Field Name Description Client Code This is the Customer Code this information is brought across from the Customer Miasterfile Screen First Name _ This is the First Name of the Contact Person Active This indicates that the person is an active contact Surname This is the Surname of the Contact Person Job Title This is the job title of the Contact Person 35 Validation Default From Customer Masterfile Mandatory Optional Blank Mandatory Yes Optional Blank Optional Blank Field Name Description Validation Default Mobile This is the Mobile Phone Number of the Contact Person Optional Blank Telephone This is the Phone Number of the Contact Person Optional Company telephone number E mail This is the Email Address of the Contact Person Optional Blank Order Tracking information available only where the Order Tracking module is active and the Customer is set for Order Tracking See the Order Tracking User Manual for more information Mode This indicates whether the contact is useful for Air and or Mandatory Both
16. Sea Job Types Country This displays which country the contact requires Order Optional Blank Tracking for Use the Q to select a Country code Receive This indicates whether the contact should be sent Order Mandatory Status Tracking status updates by email Receive Info This indicates whether the contact should be sent Order Mandatory Tracking Information by email Auto Reports This indicates whether this contact receives any Auto Optional System Reports Each tab shows a different kind of automatic Generated report Double click on a row in a tab to open the Autoreport screen to update the report recipients Document Distribution Groups this section lists the Document Groups the Personnel Contact has been added to The Auto Reports Container Management Reports and User Configure Auto Report tabs list the automatic reports the Personnel contact receives Double click on a report name to open the Auto Report set up screen and update there to make any changes to the recipient list Please note that the contact cannot be removed from a distribution list for a report by updating the Personnel Masterfile 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
17. This is the reference that AQIS will use in the email Mandatory subject to identify the job Select an option from the pull down list 154 Field Name Description Validation Default Save This question will appear if your site is configured to save Mandatory attachments Documents within Expedient tothe Docs Select whether you want to save the attachments to the Folder AQIS email in the Job Documents folder automatically on receipt of the email Save Docs As Select from the pull down menu which folder the DAFF Optional Private document will be saved to Howisthe Select from the pull down menu how the documents are Optional document transferred to a corporate system A set of fields will sent appear depending on the method selected to store the details for the interface Select the File Name Format that will be used to identify the document and save it to the correct location in the Corporate System Changed By Displays the user name who last updated the N A System configuration Generated Date the configuration was last updated System Generated 155 QB expedient 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 si l Creditor Quality Review OR Question Maintenance These questions will require answers within the Customer Masterfile for the C
18. X i a 4 b wo w w s Add Updat Wos find Browse Previous Net New Vist Forwarding Quotes Forwarding Rates Auto Reports Sales Reports SALES PROFILE Printed Quotes Port Pairs Cust Code DEMCON L Name DEMONSTRATION COMPANY Sales Category MORE THAN 100 CONTAINERS PER MONTH Sales Person helens HELEN STAPELY Company Profile Existing Payment Rating Money currently owing in gt 30 days Sates Lead Source MATE FROM THE FOOTY Active Date i Last Visi Status Profile Notes Note Visits Double cick to zoom to details Vist Date Subject Type visited Faus Sales Person Next Visit Notes Notes Line 1 Next Vist Note 19 11 2013 TESTING Sodal DAMIEN Wem SCOTT CRAVEN 28 11 2013 1 fosctfads talk about footy 11 09 2013 PARTY 1 Visit EMMA Hot JAKE MAGRO 08 11 2013 I THES is a note about the meeting Emma s birthday 04 09 2013 TEST Visit JEFF Wem SCOTT CRAVEN 05 09 2013 t fasdtaciata ascfadst 14 06 2013 WWW Visit YYY JAKE MAGRO 0 14 00 2013 Viat 0 14 06 2013 TESTING Viat JOHN Warm JAKE MAGRO t Spake to John things are looking 14 06 2013 Visst 0 Moxttied By jakem On 18 11 2013 herd 57 Field Name Cust Code Sales Category Sales Person Company Profile Payment Rating Sales Lead Source Active Date Last Visit Status Description This is the customer code for the client Can either be Active Prospect customer This is the full name for the client This advises the volume of business expected from the client This i
19. information in the incoming file This field indicates if Expedient will create new suppliers in the Supplier Masterfile from the information in the incoming file This field indicates if Expedient will create new exporters in the Customer Masterfile from the information in the incoming file This field indicates if Expedient will create new exporter consignees in the Export Consignee Masterfile from the information in the incoming file This field indicates if Expedient will create a default delivery address for the client from the information in the incoming file Select a port code Use the to search on available port codes Select from the pull down list if the mapping is for import or export jobs Select from the pull down list if the jobs are sea or air shipments 148 Validation Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Default No No No No No Blank Blank Blank Validation Default Mandatory Blank Field Name Description Enter the department code the jobs should be belong to Use the to search on available department codes This is the name the department code belongs to N A Dept Name System Generated EVENTS MAPPING This screen contains the configuration used to import events from an external party and match to Expedient events eee Pining Everts Maggerg EXPEDIENT DEVELOPMENT file Yew GMA Maint Hep 4 t Add Update Des
20. lh Charge Code Masterfile EXPEDIENT DEVELOPMEN File View GMAMaint Help 2 X A 4 gt Add Update Delete Find Browse Previous Next Charge Code Masterfile Acc Type FINAL A C Charge Code Ci Q Charge Description ACS PROCESSING FEES Mode EXPORT Type FCL Order 8 of 32 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 ces FSU Interface EXPEDIENT DEVELOPMENT file View GMA Maint Help wv e q G 4 Add Update Delete Find Browse Previous Next FSU Interface CCN FTP Account Details URL millman Username taniab Password gfm1i305 Send Directory Path tmp Receive Directory Path FSU OUT Active Yes Modified by TANIA BINOS1234567890 On 06 12 2013 138 QB expedient Expedient will send an update request containing the Master Air Way Bill number to CCN on successful lodgement of an Air Cargo Report CCN will then send FSU updates back and the latest update will be displayed in the Air Import Consol Registration screen next to the flight number Further details of the FSU update can be seen using the Communication menu View Message History This screen lists all messaging including the original request to CCN The most recent FSU update will be at the top of the list Double click on a message to s
21. uncompleted NA By Default This indicates that this milestone is created as N A The user has the option to untick the N A flag against the job after creation Transhipment N A for Export Jobs To be used with Condition and Event When the event is a date hours should be in 24 hours amounts eg 48 Condition To be used with Hours and Event Select a condition from the predefined zoom list To be used with Hours and Condition Select an event from the predefined zoom list The Hours Condition Event combination determines an exception condition for the milestone NOTE The event can be another milestone event in the same sequence In this case the number of hours for the condition can be less than 24 hours Options GMA Maint H Revise Registered Jobs Copy Milestones Copy to Customer Milestones 99 Revise Registered Jobs Eped lent 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 will revise the job milestones for all jobs that match the job profile of the currently displayed set of milestones for this customer Revising milestones will recreate the milestones but preserve any completed or not applicable updates that have been made by the user to milestones that did not change The following screen will be d
22. 114 Version t Message Type OR Customs Interchange ID 170913 Unsolicited Flag Date Sent 16 11 2011 os Time Sent 14 38 Control Status OK Time Received Time Control Date 16 11 2011 mi1 no 14 38 14 40 2 Min Response Status ER Mso Time Received Time Response Date 16 11 2011 ue 14 38 Maximum Bills Conts Sub Lines Printer ID Job 29 Test Mode of 6 eB Use the View EDI Errors in the toolbar of the EDI history screen to view EDI error messages in more detail WB View Latest Errors Warnings EXPEDIENT DEVELOPMENT arme File View Options Maintenance GMA Maint Help Po x a G lt b Add Update Delete Find Browse Previous Next View Latest Errors Warnings Site ID AAA346 Interchange ID 2549306 Job Number Sub 114 Application CLREG Version 1 Mesg Date 16 11 2011 4 Error Date 16 11 2011 m4 Customs Interchange 170913 Hdr Line Code Description ABN NOT FOUND ON ABR 0 MS5201 THIS TRANSACTION WAS REJECTED 72 QB expedient Q This is a quick way to view Personnel without going through the Customer Masterfile screen Use Find to search for the Personnel name or other details to locate the Personnel information Customer Personnel Document Register Report This option allows users to list documents that have expired or will expire within a selected date range for one or many clients This option will provide an XLS output which could be sent to a client for their information es Docu
23. 416934 341714 3659 6 380420 366741 376284 193640 342148 366742 Print DEMCON USLAX NCAA M LICI AV AUMEL DEF a DE Aimac ew tna 03 10 2008 LINO NNIt Cuntaotias LOK 1 Sebect Tating As Motte 13 09 2011 Quotation Cancel Swlei Amas The Customer Contact can be used for printing on the quotation Record as Formal Quote if Yes is selected here then the list of quotation numbers will be logged in the Printed Quotes tab for review at a later data if required Please Note Zones and or Inland Freight Breaks can t be printed via the multiple quotations The single quotation option should be used Suppliers Masterfile The Supplier s Masterfile holds all Supplier information related to a customer that has been created in the Customer Masterfile To access the Supplier s Masterfile from the Administration Menu select Supplier s Masterfile Once you have entered this screen you will be presented with the following Customer Masterfile Screen blank data screen shows AU configuration 66 File View ar A 4 Supplier s Masterfile EXPEDIENT DEVELOPMENT Options GMA Maint Help x a a J b Add Update Delete Find Browse Previous Next Supplier s Personnel Customs Notes ICS Registration Supplier Details Supplier Address Details Client DEMCON Q DEMONSTRATION COMPANY Supplier DEMSUP Q TEST SUPPLIER Email helens expedientsoftware com au Contact EXPORT MANAGER Street TEST
24. Cash Receipts Debtors Ageing Customer Details Customer Code 2NDWOR Q Name 2NDS WORLD Contact Phone 0295977822 Fax 0295977944 Freight 30 Duty Average Days To Pay Disbursement 0 On A C 7 000 Average Days To Pay Finals 0 Account Control Current 7 Days 14 Days 21 Days Disbursement 0 00 0 00 0 00 0 00 Current 30 Days 60 Days 90 Days Disbursement 0 00 0 00 0 00 0 00 Disbursement Finals A l 0 00 All Total 0 00 Finals 1 of 1 Client Jobs Info From the Customer Masterfile it is possible to view the Total Number of Jobs and the last time a job was registered for the following e Import Air e Export Air e Customs Sea e Customs Air e Import Sea e Import Air 56 QB expedient Sales Profile Accounting Module only The Sales Profile is accessible via the Customer Masterfile and the Management Reporting Menu Sales Activity and allows users to perform the following sales functions e Client Visits e Create Quotations e Sales Reporting The below screen is a view of the Sales Profile The header information needs to be added once Please Note All customers need to be added into the Customer Masterfile in order to add Sales Profiles these can either be active Customers or Prospective Customers In the Customer Masterfile prospective customers are defined as Active Prospect Active Prospective J i Pe gt i y ar S file Yew GMA Maint Help
25. E E ec T E E E ET E E E AE AE T EEE A A uaa 35 Document DI SU AO IO Sg esee paciceacansaesnaetucwtaissieataedieocansisdic vasa ua sioaslasin dota a exten Aaa aeonae 36 chent Document REBI Ci aac ccarscusnmtseuaicctecaussnoteseeesesnncsisedsonus ctor senssueuccnlecous aiid enaieune act sausitete subancanacieaatsnaeadclersadeaueuteneconsantes 38 EEO AUO Cie Cte anaes vasa sec crea tanec E E E E E E snus E ced aseaedscesnretenatanees 40 PS Te FO UMNO a a E ete isquevaes aes oueasn anv oeasteraetaceateanteceacetecsevautancustatvaresteskseheaetsaeareuseaeeas 40 Dover aes SS aE oveayoneaiecurentsaatansinanvegspunerasaevaceseeoreaieneesuaere pe A n A 42 TEA O Y REVEN aer a E E E EE ET E E EE E E EE eee 44 aee SC OUT DOS E A E I E E E E A A A ES E A A E 46 BOSES S WILY GS aenea E E E E A E E E 47 interstate Agents Client Ae ee ne ee SEAE eee 48 POE SS i onary ag E E E E nes onc ase denen E E E S 49 Client Add Info scree az orsedesrerree ute ea games dieseueasy cop savtuacaueame sea nucendaneoeeuteesenstivacruueapenpsunns Aeseasni ene sasinanwesnmeiesanravauncansaleacaceeaevercanenssaeane 49 Prini Listor AE Stacia eccesisucanso sana snes en EEEE EE SEEE E EE ar 49 PNE OE Le derrer anra EE E E E E E T E A eee 49 AICE oE S das E E E E E A 49 aei CHEE IID E E A EEA ETE A E IE EE E E E EENE EA E E TT 50 ICS EDI CCID SUbMISSION ProCESS ccsctanccue vestacouticsnactesacsacsndoansensantslanshtcne sad mantucuaetonaneseecte snubauamacnesaddmmendountsanmactsasseiorasees 51
26. E g Unit 52 Level 1 This is the second line of the street address This is generally the actually address E g 1 Smith Road This is the city You can click on the zoom which will allow you to select a city state or zip code from the Australia Post listings Once you have selected a city then the City State Postcode will populate into the main screen Validation Mandatory Mandatory Optional Optional Optional Validation on first 11 digits Mandatory Optional Optional Optional Optional Optional Optional Default Blank Blank Blank Blank Blank Active Blank Blank Blank Blank Blank Blank Field Name Postcode Country Billing Address 1 Billing Address2 Postcode Country Email Website Description This is the state You can click on the zoom iQ which will allow you to select a city state or zip code from the Australia Post listings Once you have selected a state then the City State Postcode will populate into the main screen This is the postcode You can click on the zoom which will allow you to select a city state or zip code from the Australia Post listings Once you have selected a postcode then the City State Postcode will populate into the main screen This is the Country of the Street Address If you leave this blank the Street Address will populate automatically This is the first line of the billing address Generally th
27. General Debtor Creditor lengerter Aviation Security Forwarder Carrier Broker Depot Terminai Bonded Warshosse Stepping Line Configuration Sales A Owbtor Information Accourttiing Info Sales Person hetuns 4 HELEN STAPRY last Pay Ofe 22 04 7014 mh Responsible Person scottc 4 SCOTT CRAVEN Dn Acct AmourtS 3235587424 Responsible Office MELBOURNE A ERANCH Tota OwedS 10290209 T wet 2 amp Inwotoing Contra Invoice Payment Terms Agreed Terms Yes Disbursement 5 deys Crectt Check Doe ONOTDON mi Fral t0 deys Arrout Control aw Due Date Info Exchange Ver tance Ji Invoice Due Dete End Of Honth Inwotce Printing Options Print Invoice Attachment Yes Send EDI Invoices Yes Charges Print Order Soven Line Import Invoice Show FSC Amount Yes Export Invotoe Show FXC Amount Print Tems On bevoice Yes Print Impy Lxp Customs Namie Export All In Charges nom GST Wo e 7S A E41 ff 42 gt es ee Agent Into Statement Printing Option Interstate Agent Yes Receive Statements by Emaii ledude Debtor ia Baich sent Siternents Yee Done Comment Cent Special Note SPECIAL NOTES Sales Person This is the sales person that was responsible for the sales Optional account Users can click on the zoom button search on the Users Master file This is found in Main Menu Administration Company Details Menu Users Masterfile The information in this field will automatically populate the Sales Person for new Import and Export job
28. How do we receive the carrier s update file Email Email Address Carrier Account This is the account number you have with your carrier Mandatory Reference This helps the carrier to identify which client the transport requests have come from Carrier Company This is an additional reference to the account you have Mandatory Reference with your carrier This helps the carrier to identify which client the transport requests have come from If this is unknown please repeat the Carrier Account Reference Carrier Branch This is an additional reference to the account you have Mandatory Reference with your carrier This helps the carrier to identify which client the transport requests have come from If this is unknown please repeat the Carrier Account Reference Port Code This is the ISO Port Code you associate with the carrier Mandatory e g Enter AUSYD if your carrier is deals with all the imports into Sydney The full port name will be displayed Please note you cannot enter the Port Code more than once in this table Carrier accepts EDI This indicates that the Carrier will accept EDI transports Mandatory Bookings requests from you Carrier System This indicates the IT system the Carrier uses to accept EDI Mandatory transport requests Select from the down down list If you do not see your required carrier system please contact Expedient Software support How do we send This indicates how you send the EDI files to the Carrier Mandatory the data Se
29. No AQIS will use to debit the Duty and AQIS charges Live Branch This is used to link up with Customs and AQIS This is ID used in conjunction with the Live Site ID Test Branch This is used to link up with Customs and AQIS This is ID used in conjunction with the Test Site ID Live SiteID This is used by Customs to identify the Company sending the Live Entry Test Site ID This is used by Customs to identify the Company sending the Test Entry Customs This is the printer selected for Customs documents Printers Batch Set the flag to allow this branch to email documents in Sending batches to clients This option is only visible where the Batch Send option is on at your site Document This is the type of document that can be emailed in batch Batch emails Enter the email address the document appears to be sent from sent from This should be an email address that the Email email recipient can reply to Address 112 QB expedient Validation Default Optional Optional Optional Optional Blank Optional Optional Optional Optional Optional Optional Blank Mandatory Blank Optional Mandatory System Generated Mandatory QB expedient Description Validation Default Field Name Send This is the email address for the person that receives the Mandatory Blank Exception log report for the batch send process The log report will Report to list all the clients and email addresses that were sent the Ema
30. Report I tooo Pre Merge Supplier Check Report Parameters Report Criteria Original Client a Merge Client D Report Format CSV z Report Progress Pre Merge Supplier Check Report Output to arch spool MENU 6154 out Enter Original Client Code lt CTRL Z gt TO ZOOM Field Name Description Validation Default Original Client Mandatory Select the Client Code Use the a to select a Customer Code Merge Client me Mandatory Select the Client Code to merge into Use the select a Customer Code 162 Field Name Description Validation Default Report Format Select either CSV or Report Format Mandatory CSV CSV Format The following columns are shown Supplier Supplier Code that corresponds with the Original Client in the Suppliers Masterfile Name Description associated with the Supplier Code entered above CCID Customs Code that corresponds with the Client Supplier in the Suppliers Masterfile Conflict Either of the below is shown in this column depending on the circumstances e Same Supplier Code with Different CCID e Different Supplier Code with same CCID Supplier Supplier Code that corresponds with the Merge Client in the Suppliers Masterfile Name Description associated with the Supplier Code entered above CCID Customs Code from the Suppliers Masterfile Report Format The following columns are shown Supplier Supplier Code t
31. Transhipmernt Hours Condition 72 PRIOR TO ETO 72 PRIOR TO ETD 24 PRIOR TO ETO 24 PRIOR TO ETD 24 NO LATER THAN ETD Export and Domestic Job milestones are assigned to an export job or a domestic job upon creation i e the JOBA Job Add event The header fields are used to determine which set of milestones is applicable to a job when it is created The profile of the job is first determined and then a match for that profile is found in this screen NOTE The search for a match for the profile occurs in stages That is if a specific match is not found then a more general match is searched for and if no match is found then the default set of milestones will be used The default set of milestones is the set where all header fields are ALL Description Department Zoom to view all departments ALL for All Departments Collect The Prepaid Collect flag on the Export Job Registration Screen is Collect 97 Prepaid The Prepaid Collect flag on the Export Job Registration Screen is Prepaid Applies to all jobs both prepaid and collect Mode Type This field corresponds to the Job Type of the department on the job registration screen Examples of this are AIRFREIGHT SEAFREIGHT All Mode Types Container Class This field corresponds to the Job Class field on the job registration screen for Ocean jobs Examples of this are FCL LCL FAK BULK CARGO BREAK BULK FCX
32. UPA O e a E E E E E E E N 54 Print RACA Undertaking FORAY soenc nsencsstatvenienavdanensensuneesdoisqunsawdaseaconteass daw ocoeesdetaceastabsaceisviecentavtanesctaienssatteesarsantansatensendons 54 VITO COIS a aes carte co van carcasaa cnc EE E E an gaecsapuactacuouaapsueqvact eects aceryppvaeveaeincearentiaceeasanea 54 OVE Tracking Customer Paramete cates cis ceca cease cn sare ueac EE ses ee eee een ese 54 Creditor Enquiry Accounting Module Only cceeccccccccceessececcceceeeeeeececeeeceuessecececeesuenseeeceeeeeseesseeeeeesesaganeeeeeeeeaaeees 55 Debtor Query Accounting Module ONLY issinssesicecsesdaneteaccecaseneissdatuedassaduedonttosadedanseansoQdeusdnnsaduadenbisansecaavadaselandedaaseduedoate 56 2 quale ocd S E E A A A A ene ee ee ee ee E E eo ee ee 56 Sales Profile ACCOUNTING Module only iiccccccsssseeeseeeecccccseeeseeeesecsuuusesecesesscucuseeeeseesauueeeesessssauunseecesssscauunseeeessssaaaneneeeeseneas 57 WOW 1S IU a E Sues netninnae ana E Daa aipidatognd nea baa E E A E E 60 Sales REDOUN E eerren ri earne EE EE 61 Leter ol RecommendatiOTi syusissiserimisieninis ninn ka iena AEAEE Ei 62 TE el A AEI oi e E E E E E ere E E E E E T eee 64 a E DT a a E N N A A N A E A A A A T 65 T LOY cl gf eae oe a E AE EE A E E NE E E EOE ATE 66 SPPE TAS O a aa i Ea N E R E E EE 68 MTS TO ea a E E E E E E E S 69 Suppliers PEPSOMME le sisctssstactoevesaietansioaussicdusatasatankanaeanteaunsiawasmmndaaateesioalan aaaunthuosiacadansiabasnnios
33. each time the user adds or updates an Order for the client the Order Notes will pop up Please note the pop ups will only appear if Notes have been entered and the Notes are configured to pop up Auto Import Delivery Date Update e Auto update Import Delivery Date This is used when you re not performing the deliveries for the customer and don t have access to the actual delivery date This will automatically populate the Import Job Registration Delivery Date Field e Auto Update X Days after Clearance or ETA This setting can auto close Import jobs in the Web Portal The text for this configuration setting is dependent on access to the Customs module If you are using the Customs module you can set the number of days you want the delivery date to be auto populated AFTER the Customs Clearance Date If you do not use the Customs module you can set the number of days you want the delivery date to be auto populated AFTER the vessel arrival date Job Milestones Workflow This flags the client for import and export job tracking within the Enquiry Only function and the Workflow Customer Groups can be assigned to the client 33 Browse Use the button to view a list of clients that fulfill your L2 criteria in the Customer Masterfile screen The button provides an easy way to restrict the number of customers returned on your search and provides the facility to sort the records in the Browse screen Move the sliding pointe
34. linked to External event codes Only Super Users can turn the links on or off A Oum a M DOAN OTET i 3 r a v A gt aS P LAI Update Dafi Find Browse Frewous eel Corporate Evert Configuration Events appng Evert Loved Imports Event Description Etema Event Codo Ative Last Updated Liser Code Export TARR ke IMPORT ARRIVED ON A GIVEN FLIGHT ASEH datz HELEN STAPELY IDEP Job IMPORT DEPARTED ON A SPECIFIC FLIGHT DEP W wars HELEN STAPELY INFD Job IMPORT CONSIGNEE INFORMED OF ARRIVAL AT DEST reo S 1212 2013 HELEN STAPELY IRES bb IMPORT PHYSICALLY RECEIVED FROM A SHIPPER TEST Wo 12 12 2013 HELEN STAPELY ATA ki INPORT ACTUAL OATE OF ARRIVAL ATA 7 wyomis TANIA ATAK Comsul IMPORT ACTUAL TIME OF ARRIVAL DESC FOR CONSCX ATAC Wo 300 2015 TANIA OH kb IMPORT CUSTOMS ETA CHANGE ETA E 2o oL 2015 TANIA cpp Job IMPORT CONTAINER DELIVERY DATE co Bo wyor2015 TANIA CETA Comant IMPORT ESTIMATED TIME OF ARRIVAL DISCH FOR CONS CETA BO wyoans TANIA DDEL kb IMPORT DATE DELIVERED COD 7 myor 2i5 TANIA DOC k IMPORT DATE OF CLEARANCE ATD DOCE WO wysoois TANIA DOR Job IMPORT DATE OF LOOGEMENT LOOEGMENT Wo aiya TANIA EDAC Job OPORY EDN COMPLETED BDAC Wo ajs0203 TANIA EMS Cresol IMPORT ESM SUCCESSFUL oes wwyor2i5 TANIA 150 Field Name Event Level Event Description Description This is the Expedient Event Code This indicates if the event exists as Consol Level or Job Level Import Export This indicates if the Expedient Ev
35. of reference the Carrier uses in the file name to identify the job in Expedient Enter at least one contact at your Expedient site to receive an alert by email if the Carrier sends a file that cannot be assigned to an Expedient Import Job Email Example The attached Proof of Delivery file from CARRIERTEST1 1234567890 could not be loaded in Expedient as the Job Number 20637970 could not be matched to an Import Job Please confirm the Job Number with the Carrier and ask them to resend the file The email has the original file attached for reference 25 Validation Mandatory if the interface is FTP Mandatory if the interface is FTP Mandatory if the interface is FTP Mandatory if the Carrier sends POD Mandatory if the Carrier sends POD Mandatory if the Carrier sends POD Default Job Number Field Name Description Validation Default Carrier EDI This tab is only visible when the Carrier EDI Module is active and the customer is identified as a Carrier in the General Tab This tab can only be edited by a Super User Sending Data to Carrier Details Carrier Account Carner Company Carner Branch Port Coxe Port Name Reterence Reference Reference AUABH ALPHA AUADL ADELAIDE AUMEL MELBOURNE AUPER PERTH bo t Carrier accepts EDI Bookings Yes Carrier System DIRECTCOURIERS How do we send the data Email Carrier email address taniab expedientsoftware com au Receiving Carrier Updates
36. referring to Max Length This is the maximum length you can type that will fit on to the printed document Max Lines This is the maximum lines you can type that will fit on to the printed document Last Updated This is the last time this has been updated By User The user who performed this Description This is the actual data that will print out on the document The below is an excerpt of the Remittance Advice which prints on the Invoice This information is entered into the above screen REMOVE THIS SECTION AND SUPPLY WITH PAYMENT Remittance Advice EXPEDIENT SOFTWARE Payment Methods Invoice No 430210 Pay By qi rei your cheque amp remittance advice to fiie o20g2012 PO Box 561 Our Reference 3001795 VES Essendon Vic 3040 Client Code CHAINDQ Pay Electronically Please note our preferred method of payment is via EFT direct to the following account CURRENCY AUD Bank A C Name XXXX Pty Ltd Bank Commonwealth Bank Main Street Here VIC 3000 Total Including GST 0 00 BSB 044 002 Acc No 12345674890 Please Note Penalties apply to short payment of Duty and GST page 1 of 1 aor_invoice logo _1_page 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 a aa ees fF EER ee a lt a eee a e A baad Ducissme ANTENT OEVELOAMENT Email Disclaimer Trading Name DPEDIENT SOFTWARE
37. the Import Department of client DEMCON is assigned to the Import Notifications Document Group John Smith s email address will automatically appear in the distribution list for the documents FCL Delivery and Return of Empty Container and all other Import Documentation sent to DEMCON See the Expedient Software YouTube Channel for a demonstration video on Document Distribution Groups 36 In Update click in an empty row to add or update a Document Group Click in an empty row in the Document Distribution Group table to view the list of available groups Select a specific Document Group or select All Documents if you want the contact s email address added to the distribution list for every document intended for this client Please note if you select All Documents you are not able to select another Document Group in the next row of the table Double click on a saved Document Group to view the documents that belong to the group The Same screen can be accessed from Administration gt Company Details Menu gt Document Distribution Groups a Company Details Menu Company Details Trading As Division Masterfile Branch Masterfile 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 Use the Find option to search on a Distribution Group Sstribution Groups Find Otstribution Group Document Name fr Distribution G
38. the address Contact Name This is the contact person for the business Title Purpose Address Type This is the job title for the contact person Select a contact type from the pull down list Various contact fields will appear relevant to the contact type chosen e g if you select Mobile a Phone number field QB expedient Validation Default Mandatory Business Address Optional First line of address from Customer Masterfile Optional Second line of address from Customer Masterfile Optional Town Suburb from the Customer Masterfile Optional Post Code from the Customer Masterfile Mandatory State from for AUS the Customer addresses Masterfile Mandatory Country from the Customer Masterfile Mandatory Blank Mandatory Blank Optional Evidence Ind Document will appear This indicates whether Evidence of Identity is included This is the reference for the document Issue Country This is the country issuing the identification document 52 Optional No Optional Blank Optional Blank Field Name Description Validation Default EXDOC User This indicates if the business is an AQIS EXDOC user Optional Blank Bi Click on Submit Client Registration in the toolbar to send the application to Customs ICS The response will be displayed in the Submission field together with date of submission and which user sent the application Submission FAILED Sender Ref 114 1 Send Date 16 11 201
39. the code the Carrier uses to identify the delivery Conditional Blank Customer address This code will be inserted into to EDI transport on Carrier Delivery request to the Carrier Address 43 Field Name Description Validation Default Carrier This is the code the Carrier uses to identify the sub Optional Customer delivery address This code will be inserted into to EDI Sub Delivery transport request to the Carrier This may be used Address where there are several delivery locations at the same address Primary Yard This is the code the QUBMAXIMAS systems required for Optional the Primary Yard for delivery This code will be included in EDI Transport requests to carriers using the QUBMAXIMAS system Secondary _ This is the code the QUBMAXIMAS systems required for Optional Yard the Secondary Yard for delivery This code will be included in EDI Transport requests to carriers using the QUBMAXIMAS system Creditor Quality Review This option is provided to allow review of Creditors The option will only appear where the Company Type is Creditor Client Maintenance EXPEDIENT DEVELOPMENT File View Options GMA Maint Help qP Creditor Query Y Add U Client Events Sales Profile 5 General Brokers Details Client Ma Client Add Details Print List of Updates Print Note Logging Cus Ber Personnel R Document Distribution mo Client Document Register Interstate Agents Clients Preferred Carriers Delivery
40. user who last updated the question Generated Modified on This is the date the question was last updated System Generated Merge Menu Customer Merge Expedient allows users to Merge many customer codes to one Customer Code Input Customers To Merge Input Customer Merge Tables Input Suppliers To Merge Input Supplier Merge Tables Supplier Check Report E amp The below screen allows users to enter the New Customer Code in the Merge To Code field The details section of the screen allows users to input one or many valid and existing customer codes to merge from Please Note This and the Customer Rename function occur overnight Please Note If the code entered exists in the customer master file then the swap is considered a Merge When a merge customer code is entered more than one from customer code can be entered in the detail section Set the Confirmed flag to Yes when the details on the screen are checked and the merge is ready to be performed in the next overnight process The number of merges is limited to restrict the time taken to perform the merges in the overnight process The customer records will be merged in Doc Number order The Doc Number is set when the merge request is initially saved The below screen shot displays that the user wishes to Merge the Customer Code and all information from Customer Code ARLAUS to Customer Code DEMICON This action will then update the Customer Code
41. 1 4 User _ brettk History of the submissions to ICS can be seen using the Communications menu EDI History EDI story EXPEDIENT DEVELOPMENT w ros A u q amp Add Upcdete Delete Find Browse Previous Next View EDI Errors CMR EDI History Site ID AAAI46 Application Interchange ID 2549306 User Submitted Job Number Sub 114 Version t Message Type OR Customs Interchange ID 170913 Unsolicited Flag Date Sent 16 11 2011 mm Time Sent 14 38 Control Status OK Time Received Time Control Date 16 11 2011 mi er 14 38 14 40 2 Min Response Status ER Msg Time Received Time Response Date 16 11 2011 mu 14 38 Maximum Bills Conts Sub Lines Printer ID Job 29 Test Mode E Use the View EDI Errors jn the toolbar of the EDI history screen to view EDI error messages in more detail 53 af View Latest Errors Warnings EXPEDIENT DEVELOPMENT File View Options Maintenance GMA Maint Help oe Q A a gt Add Update Delete Find Browse Previous Next View Latest Errors Warnings Site ID AAA346 Interchange ID 2949306 Job Number Sub 114 Application CLREG Version 1 Mesg Date 16 11 2011 4 Error Date 16 11 2011 H4 Customs Interchange 170913 Hdr Line Code Description ABN NOT FOUND ON ABR 0 M55201 THIS TRANSACTION WAS REJECTED Update History This screen provides a list of the users that added and updated this Customer displaying date user and the action Print RACA Undertaking Form To meet the requirements of t
42. 2 DETAILS GY expedient The Lead Time is the amount of time that elapses between when a process starts and when it is Action Quit Update Job Documents Supplier s Personnel J Use the toolbar button ataa add and update contacts at the Supplier A byar buppie Persaene EPEDENT DEVELOPSAEMI ll gt _ S mpr am oft 1 Ete View GeANurn this H Es a i l Update i Find Browse Previous Next Persoane Details Olent Code DEMCON TEST ONLY CUSTOMER Supplies Code ON CONSOLIDATION CHIWAN Job Tithe Active Sumarne Fest Name Dept Mobile Phore 69 expedient Use the toolbar button from the Supplier Masterfile to send information to Customs Australia to register the supplier business and receive a CCID Register Supplier in ICS E ICS Client Application i v os Q an a gt Add Upit Delete Find Browse Previous Next Submit Client Registration ICS Client Application CLREG Doc Na 34 Submission Successful Test Mode Client DEMCON TEST ONLY CUSTOMER Sender Ref 119 I 1 l Supplier ON Q CONSOLIDATION CHIWAN Send Date 08 05 2012 User helens THIS TRANSACTION WAS ACCEPTED WITH ERRORS AND OR WARNINGS Type Organisation i ICS Role Supplier CCID AAA3376339F Business Name CONSOLIDATION CHIWAN Business Client Address Address Type Business Ackiress Address Line 1 CONSOLIDATION WAREHOUSE Address Line 2 Town Suburb CHIWAN Post Code State Country CN Contact Details Contact Name LINDA ZHANG
43. 3 456 Optional Optional Optional Optional Optional Optional Optional Optional Optional Default Blank Blank Blank Blank Blank Blank Blank Blank Blank Field Name Description Validation Default Last Payment Date This date is automatically updated with the date the Optional last Creditor Payment was made This date is updated when the following Creditor posting options are run e Post Creditor EFT Bank File e Post Creditor Payments Read Only field Creditor Bank Details Bank This is the name of the Creditor s bank Optional Blank Branch This is the name of the Creditor s bank branch Optional Blank BSB No This is the BSB number for the Creditor s bank Optional Blank Account No This is the Creditor s bank account number Optional Blank SWIFT Code This is the international SWIFT code for the Creditors Optional Blank bank ABA Number This is the Australian Bank Association s reference for the Optional Blank Creditor s bank Beneficiary Bank Details Beneficiary This is the name of the Creditor s Beneficiary Optional Blank Address Line 1 This is the first address line for the Creditor s Beneficiary Optional Blank Address Line 2 This is the second address line for the Creditor s Optional Blank Beneficiary City This is the city for the Creditor s Beneficiary Optional Blank State This is the state for the Creditor s Beneficiary Optional Blank Zip This is the post code fo
44. 52 Field Name Default Sender Forwarding Reference How is the document sent Document Type Name File Name Format Created By Changed By QB expedient Description Validation This field indicates the email address that the email will appear to have been sent from This field will appear if your site uses an External ID Mandatory alongside Expedient references Select from the pull down list the reference used to identify the client Select from the pull down list how the document is Mandatory forwarded to external systems Different fields will appear depending on the selection to complete the forwarding set up Select the File Name Format that will be used to identify the document and save it to the correct location in the Corporate System This is the reference for the document type that will be Optional used in the file name format This is the format of the file name that the corporate Mandatory system will use to identify the document The File Name format lt Company gt _ lt Country gt _EXPEDIENT_ lt EntryNo gt _ lt HouseBill gt _ lt Do cName gt _YYYYMMDDHHMMSS pdf will insert the first three letters of the company name e g EXP If there is no Entry Number the Job Number will be inserted This field indicates the user who originally set up the N A forwarding of the document and when This field indicates who last updated the set up N A information and when 153 Default Sys
45. ANDARD OPERATING PROCEDURE CREDITOR STANDARD TRADING CONDITIONS CLIENT TARIFF INSTRUCTIONS DRA WHACK 23 07 2013 DOTARS VEHICLE IMPORT APPROVALS FAP FCL ANNUAL PACKING DECLARATION FOAUSA FOOD amp DRUG REGISTRATION CERT FREE TRADE AGREEMENTS 22 07 2013 FREE TRADE CERT USA IMPORTED FOODS INSPECTION PROGRAM tap 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 do not want to store for your clients If a document type is make inactive in this screen the document will be made inactive in your Client Document Registers 74 QB expedient 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 v Administration Customer Masterfile Suppliers Masterfile Parts ID Masterfile Delivery Addresses Customer Personnel Document Register Report Document Register Mastertile fa ib iE HOS WS Hi Wie g Country Code Masterfile j 6 ilitia ini Report gt r X i Report Criteria Client a Expiry Date Ma Regulated Oient Status Yes Security Contact Phone sate a Report Progress Aviation Security Report Slop Output to arch spool MENU 29141 out OK Cancel Enter the Security Contact State OVR Field Name Description Validation Default Cl
46. ARLAUS to Customer Code DEMCON from the Customer Masterfile along with several other items such as e Open Balances e Parts e Suppliers e Jobs and so on 157 Input Customers To Merge MASTER CODE Merge To Code DENSON a TEST ONLY CUSTOMER Confrmed No P Merge s CODES TO MERGE INTO MASTER Lisstornrvws ode me g MIKES MOTOR PARTS d Modified By On x Cancel Insert Append Delete treet APEN OGE DRED Peper MD Mager Ester sew Aarnen nAn Terre Customer Rename Expedient allows users to rename an existing customer code The new customer code is entered in the Merge to Code Please Note If the code entered does not exist in the customer master file then the swap is considered a Rename When a rename customer code is entered only one from customer code can be entered in the detail section The below screen has recognized that the Customer Code SLCTEEE does not exist in the Customer Masterfile once the user clicks Yes then this will then perform a Rename Customer Code Input Customers To Merge P MASTER CODE t Merge To Code SLCTEEE Confirmed No i CODES TO MERGE INTO MASTER l B SYSTEM PROMPT l k 7 This customer code does not exist i i Is a Customer code being renamed Yes No i i Modified By On u N a i Oi new demeni rnia farm 158 Please Note Users can only select one Customer Code to rename the following message will appear if a user attempts mo
47. Addresses L Business Units View Documents W Register Client in ICS Customer Outbound Interface Update History Creditor Quality Review Print RACA Undertaking Form Street A This screen will display the most recent Quality Review record for the Creditor based on the Valid to Date 44 8 Creditor Quality Review EXPEDIENT DEVELOPMENT File View GMA Maint Help 7 x a aS J p Update Delete Find Browse Previous Next Creditor Quality Review Review Information E Cust Code DEMCON A DEMONSTRATION COMPANY NAME Valid from 04 06 2015 4 to 03 06 2016 ma Quality Review Questions Question Answer Does the supplier have competitive rates Yes Happy with their Service Capabilities Yes Observation Comments Satisfactory service Satisfied with premises safety security Yes Service Capabilities Exceeds requirements New Subcontractor checklist completed Yes Confirm BPIs over past 12 monthns reviewed Yes Any complaints No Happy with the review Yes Are any changes required in service No Are premises continuously monitered Yes Created by mamtas MAMTA SOLANKI on 04 06 2015 Wa Modified by helens HELEN STAPELY on 17 06 2015 m4 Approved by caseyg a CASEY GILBERT on 17 06 2015 2 of 3 Field Name Description Validation Default Client This is the Customer Code and Name carried across from Mandatory Customer the Customer Masterfile Read Only field Masterfile Valid From This is the da
48. Browse Previous Next Pack Type Cross Reference External Pack Type BOXES Expedient Pack Type BOXS amp New Document Field Name Description Validation Default External Pack Enter the code for the package type that the external Optional Blank Type system uses Expedient will not all the same external code to be mapped to more than one Expedient Pack Type Expedient Enter the Expedient Type the external pack type code Mandatory Blank Pack Type is matched to if and External Pack Type code is entered 147 EDI JOBS INTERFACE MAPPING This screen is used to map information in incoming files to create consols and jobs in Expedient see Inbound Expedient Job and Consol Interface Mapping EXPEDIENT DEVELOPMENT P I d o we Add Update Delete Find Browse Previous Next Inbound Expedient Job and Consol Interface Mapping p 1 Add Importer No Add Supplier No Add Exporter No Add Export Consignee No Add Default Delivery No Port to Job Consol Department Mapping i Port Code AUMEL AUMBI H ausyD Field Name Add Importer Add Supplier Add Exporter Add Export Consignee Add Default Delivery Port Code Import Export Sea or Air Import Export Sea or Air Dept Dept Name Import Air VIA VIC IMPORT AIR Import Sea VIS VIC IMPORT SEA Export Sea VES VIC EXPORT SEA Description This field indicates if Expedient will create new importers in the Customer Masterfile from the
49. Charge Code 151 Field Name Description Validation Default Charge This is the description of the charge N A Blank Description External This is the Code for the Charge used by the External Mandatory Blank Charge Code system Last Updated This is the date the mapping was last updated N A System Generated User This is the user who last updated the mapping N A System Generated AUTOFORWARD DOCUMENTS This option allows documents to be automatically forwarded to external systems e g on receiving an Import Declaration the document can be automatically forwarded to a corporate system for archiving ry i z anonra Documemasion EXPEDIENT DEVELOPMENT a Pile Ate MA Maint tetas wo E x q Ra a4 p Add Update Delete Find Browse Previous Next Autoforward Documentation Document Customs Declaration Active Yes Default Sender do_not_reply_todPornaaust com au Forwarding reference External Code How Is the document sent Write File to Server Document Type Name IMD File Name Format lt Company gt _ lt Country gt _EXPEDIENT_ lt Reference gt _ lt Shipment gt _ lt DocName gt _YYYYMMDDHHMMSS pdf Directory Path tmp Created By taniab On 16 09 2013 Changed By taniab On 24 09 2023 Field Name Description Validation Default Document Select from the pull down list the document to be Mandatory Blank automatically forwarded Active Indicates whether the forwarding process is currently Mandatory No working 1
50. Customer Masterfile Cust Code This is the Customer Code and Name carried across Mandatory from the Customer Masterfile Mandatory Blank Type This is the type of Permit Advice Use the to access the list of available Permit Advice groups The Type Code is followed by the full text description for the Permit Advice group Supplier Valid From Expiry Date Days to Expire This is the Supplier associated with the document This is the date the Document or Permit is valid from This is the date the Document or Permit will expire This is a calculation of valid days remaining where the Expiry Date for the Document or Permit has been provided 38 Optional Optional Optional N A System Generated QB expedient Field Name Description Validation Default Active This indicates where the document is in use In Update Mandatory Mode select Yes or No from the drop down list When the Expiry Date passes an automatic overnight process will update the Active status to No Rows are shown in Red where an Expiry date has passed but the overnight process has not yet run to turn the active status to No When the Active status is manually changed from Yes to No for Australian Customs Permits on OK in this screen Expedient will look for all the Parts in the Parts Masterfile with the CP Question Number and remove the Answer and the Permit Information Changing the Active status from No to Yes will not trigger any processes
51. D OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT _ Email Details ROG rtreezzzzz2z2z Pr ia weti a umat Ooms Ernail Details Srrurce ere pours Print Invoice Attachment Yes Reference 72 Charges Print Order Screen Line Client Event Code BSTA Import Invoice Show FXC Amount Yes Program Batch Send End of Month Statement Print Terms On Invoice Yes Export All In Charges non GST No Date amp Time 01 09 2014 Subject EXPEDIENT SOFTWARE Staternent for August 2014 Agent Info Statement Printi Email Address Interstate Agent Yes Include Debtor Fo at E oe scotteRexpedientsoftware com au Invoice Comment tantab expedentsoftware com au Client Special Note SPECIAL NOTES OK Cancel 34 Personnel QB expedient 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 This screen is also available directly from the Administration folder gt Customer Personnel option wes Client Personnel EXPEDIENT DEVELOPMENT File View GMA Maint Help X A D 4 gt 2 Add Update Delete Find Browse Previous Next Document Distribution Groups Client Ports Personnel Information Choose Client Details E Client Code DEMCON Q DEMONSTRATION COMPANY
52. 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 customers use the Customer Import Exemptions screen Fie View GMA Maint Help pa 4 b AS wil Update Deete Find Srowse Previous Next Milestone Exemption Details Client Code AARTSTO GJ DEVTEST Client AARTSTO t Job Type Mode type Container Chass Miestone t To enter a customer exemption e Select F ind from the Toolbar e Enter or select a valid customer code from the Zoom List Hit Enter e Select U pdate from the Toolbar The cursor will move to the details portion of the screen Field Name Description Validation Default Dept Enter a valid department or select a department from Mandatory Blank the Zoom list or enter ALL for all departments Job Type Enter or select a valid job type from the drop down list Mandatory Blank A valid job type can be selected from e Customs e Freight Forwarding e Both Customs and Freight Forwarding e All Mode Type Enter or select a valid mode type from the drop down Mandatory Blank list Valid mode types include Sea Air and All The list of mode types is equivalent to the Zoom list in the Job Type field in the Import Job Registration S
53. Group Masterfile Customer Group HELTEST Group Name HELTEST CUSTOMER GROUP 40f 9 83 Workflow Input Import Job Milestones Hle Wew Options GMA Maint Help vw a 4 a Add Upate Delete find Browse Previous Next Import Job Milestome Set Up Dept NES Gi NSw IMPORT SEA dab Type ee eS Mode Type SEAFREIGHT Container Chass AI Container Types y sequence Status mama NABY Tranchipment Hours Condition Default Event TRANSHIPMENT NOTIFICATION 15 Active 336 PRIOR TO PRE ALERT TO TRANSPORT CARRIER 30 Active FORWARDING DOC TO BROKER 35 Active x F 120 CUSTOMS RAIL STACK NOTIFICATION 40 Artive FORWARDING DATE OF LODGEMENT YO Active 48 PRIOR TO CUSTOMS DUTY PAID 52 Actin CUSTOMS DATE OF CLEARANCE ATD 4 Active 43 PRIOR TO CUSTOMS PAYMENT TO SHIPPING LINE 55 Active 24 PRIOR TO FORWARDING SHIPPING LINE DELIVERY ORDER 60 Active FORWARDING RAIL RELEASE MANUAL CONFIRMATION 70 Active B FORWARDING DOCS TO CARRIER DOCUMENT HANDO A Active FORWARDING INVOICE RAISED TO CUSTOMER 130 Active 5 72 NO LATER THAN FTA ACCOUNTING DATE OF DELIVERY 150 Active HORWARDING 108 COMPLETED CN Active Changed By dar Changed On 4 05 2013 This screen is used to set up the milestones that will be assigned to each job on creation or entry into the workflow HEADER Job milestones are assigned to a job upon creation ie the JOBA Job Add event The header fields are used to determine whi
54. Help oe os Q E J b gt Add Update Delete Find Browse Previous Next Load File Customs Craft Names Craft Name Load Date 06 05 2015 1 of 1 80 F Click on Load File toolbar button to locate and load the file cas SYSTEM PROMPT This file contains 905 craft names The current craft names will be deleted and will be replaced by this file Do you want to continue Yes The list of vessels will be refreshed in Expedient Airline Enquiry This Screen allows users to Search for valid airlines that are in Expedient 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 5 lato Find Browse Previous Next Airline Codes Enquiry Air Code No 08i Air Code OF Air Desc QFA Addr1 QANTAS AIRWAYS LIMITED Addr2 A C N 009 661 901 QANTAS CENTRE Addr3 203 COWARD STREET MASCOT NSW 2020 Addr4 AUSTRALIA MEMBER OF ATA Note Note2 Short Name QANTAS AIRWAYS Autosend Email Forwarding This screen caters for the Customs Email Responses for the auto Underbonds File View GMA Main Help w a L i b Add Updates Dss frd Growee Previous Nes Autocad Process A toeend Process Umer 1D sutmend Decursent Type AIR UNDERBOND MOVEMENT REQUEST E mail petal es pedientsoftwore com au Depe franch Dernest Logistics VIC 81 QB expedient ISO Port Codes Masterfile This Screen allows users to v
55. JBNE mos WID 07 9 wnn 22 10204 7 E of 1 Expedient runs a process to update the Vessels Masterfile from the 1Stop information If a user has corrected an ETA Date for a particular port against the Vessel in the Vessels Masterfile see below ind kia lod mad fase Set Sat Tine Ohf And Doat iat Tne tee oS BOS HA BE BD Mm In the above example the user taniab has changed the ETA for Melbourne from the 1 1 2013 as reported by 1 Stop to 03 01 2013 the correct date This date will now be used in the Consol and Job Registration Screen and the Shipment screen and will continue to use this date instead of the 1Stop date if that date is different to the 3 1 2013 Users can also manually add a new Port and Estimated Arrival Departure Dates and Times to a Vessel in the Vessels Masterfile if 1Stop has not reported it i e Adelaide This new port and date and time will then be used in the above Ships Process see below date for AUFRE which has been added manually 77 Ete view GMA Mant thip Expedient Lloyds Vessel Masterfile This screen shows the vessel information Australian Ports received from ww e A 4 Adi thet Dette fied Row Median Wert Wee Arrhaii Venio Sopot Veaned Verei Cod ani Mare of West ANL WANGQAAATTA Lints Ho ETHJ0 IN Vee IT HAS First Port ANEL Te DE feria bet Peet ONDIN Stippieg Co ANLOJNTAINER LIE Cenner Aeric Dates Al Parts Dant Wyit ETA Voy OJT ETD fic aval Amt An Awt R
56. LCLCbm PA This is the volume of LCL shipments the customer is Optional Blank expected to import export per annum No 20s PA This is the number of FCL 20 Foot containers the Optional Blank customer is expected to import export per annum No 40s PA This is the number of FCL 40 Foot containers the Optional Blank customer is expected to import export per annum No B B This is the Break Bulk items the customer is expected to Optional Blank import export per annum Status Select a status for the business on this port pair Mandatory Active Incumbent This the forwarder currently moving the business for this Conditional port pair Use the to zoom on active forwarders Optional if Status is Prospective 59 QB expedient New Visit To add a new visit click on the New Visit Button The screen will immediately open to enter new visit details OK Cancel Enter Date of Visit Field Name Description Validation Default Visit Date This is the date of the visit Mandatory Today Visit Type This is the type of contact with the client Mandatory Visit Please Note This can be tailored to the Visit Types that your company wishes to see To Add Modify Visit Types go to Administration Company Details Sales Visit Maintenance Whom This is the contact person Use the S to search the list of Mandatory Blank Visiting active personnel at the client Subject This is a short description for the purpose of the contact Mandatory Blank Sales Person
57. MENTS sess ncacsbecncensesdeserntdoasasesnoedesntasoopsaecaecaioeconeasavatencoaeseeeasaesenncnee arveniaesaasaunaeoensasaunseaet doesausanceceon 152 DAFF Communication Maintenance AU Customs Sites only ccccccccesssecccceeseceeeeeesececseeeeecesseeeeecesseuneceeseaeneess 154 creditor Quality ROVICW scccccsseeccssessccsansecesueseesaeeeesaeeeesaeneeesaeeeesaeeesseneeesaueessaueessaaueessaussesaausessauseessauseessuasessauasessaes 156 Quality REVIEW QUESTION Maintenance cccccccsssseccccceseccecseseeccesaeeeeecesueuseeeesaaseceesaeeeeeesaesseeessaaeseeessaeaeeessuaaeeeeees 156 WETCU a tt er erneee eeece nen rane Br nee mer nner nent e eer re OE en rer ey Reet a ere errr A rere ner re errr corte 157 C TONET MOTE C ager cess E T EAE E ava ne E EA EATS 157 Customer Rename ss caaiciscatase vatencatmacauateanessaasncsansuncaeamesdienencuteadesenidnneacanued sums aeasanancdensaaacencaumidensatquaasaesarteamianennnaaateate 158 I SS spe cce eset E E teeter voe E E mated ewe rae eerie aaa 159 SEU ENEC REDOT a sarees sec sersi inc cins stone pat ne uavagiewie ae tar encour amos dnesuteies sions mont on eatnsitteas bus AneeauwaitioneenaanamandeasinsGhoatsarsumanssntts 162 AGAMS OUO REPOT errien a E E TE E TEETE anne nied aware 164 OE U tists targus a E E E awaodasanvaiecsioiaieasasuaaneseasuie econ 164 Saa EE E a EA E E I E E A E E E A N E E ee 164 Users Currently Logged IN ssssesesssseeeesssreresssrerosserersssrrresssreresssrerosssrr
58. Menu Company Details Trading As Division Masterfile Branch Mastertile Users Masterfile Forms Maintenance Printer Maintenance Document Distribution Groups Cost Centre Maintenance Accounting Department Codes Bank Account Details Lodgement Authority Levels Entry Payment Levels Tries 1 Tarra Metre Pra a ite m HS A A HO AO HO A A A Bl 126 dey l dgemneni Authorty Levels Maerterfile EXPEDIENT DEVELOPMENT File View GMA Maint Help q z 4 a Add Updite Delete Find Browse Previous Next Lodgement Authority Levels Masterfile Level Infoemation Level Code 02 Level Description CUSTOMS VALUE lt A 100 00 Customs Value Madmum Limit Allow Lodgement up to Customs Value Modify History Last Modified By MICHAEL LUCY on 16 02 2015 Field Name Description Validation Default Level Code This is the code assigned to the Level The codes are Mandatory Blank used to order the levels with the pull down list in the User Masterfile Level Enter the text description for the Authority Level This Mandatory Blank Description text will appear in the pull down list in the User Masterfile Allow Enter the maximum Customs Value in this Authority Mandatory Blank Lodgement up Level to Customs Value Modify These fields show the name of the user who last System History update the Lodgement Authority Level and when Generated ENTRY PAYMENT LEVELS CUSTOMS MODULE This function allows Customs Duty Payment Levels to be set
59. Normal Users and other Super Users Passwords if the Security is Enabled or Disabled e Normal Users with ADD Permission and Security is enabled can change Normal Users Super Users and their own password e Normal Users with NO Permission and Security is enabled can only change their own password e Normal Users and Security is disabled can only change their own password NOTE These conditions apply to ACTIVE users File View GMA Maint Help oP 3 Reset user password J gt Add U User Options e Previous Next A Security Access this user A Security Access Maint Do you wish to reset the password for user chandima Clicking yes will display the below one Password for user chandima IA Reset The user will be prompted to set a new password next time they log into the system _ Exit The next time that user logs in they need to enter their Username in the password field The system will then prompt the user to enter a new password See below 119 Using username chandima chandima i92 168 201 202 s password TerM t amp UP Password has Expired Please note Valid Password must Not be a dictionary word Must contain both Alpha and Numeric characters Must be at least 6 characters long IChanging password for user chandima pev UNIX password A The user then will be required to enter a new password twice Please Note If the system deems that the password is not strong
60. Quotes PDF Print Single Quote Rates Master File Inland Freight Breaks Additional Information AIR BREAKS Import Export Import Cont Type AIR amp AIR FREIGHT Status Quotetion 45 1 00 Client DEMCON 4 TEST ONLY CUSTOMERWWWWWWW WWW 1D 425043 45 1 00 Carrier AC 4 AIR CANADA 100 1 00 Origin AEJEA Q JEBEL ALI Approved No 250 1 00 Destination AUMEL C MELBOURNE By 300 1 00 Supplier Cons DEF Q DEFAULT On 500 100 Sales Person michael GQ MICHAEL LUCY Printed Yes 1000 1 00 Country AE UNITED ARAB EMIRATES Region WAS WESTERN ASIA at eae Effective From 21 01 2010 13 Expiry Date T ri Mkwe pie tenien CAF Dollar BAF Dollar Ai Code Description Cur Method Value Per Unit Charge Code Charge Type Note FR FREIGHT AUD Minimum 10 00 0 00 FR FREIGHT ID IMPORT DOCUMENT FEES AUD One Off LOO 0 00 ID DESTINATION It ITF AUD Minimum 1 00 0 00 IT DESTINATION AH AIRLINE HANDLING FEE AUD Minimum 100 0 00 AH DESTINATION CMR CMR COMPLIANCE FEE AUD One OF Loo 0 00 CMR DESTINATION ESF EXPORT SECURITY FEE AUD Minimum 100 0 00 OS ORIGIN EXPORT FEES UP 01 07 WR WAR RISK AUD WMiremum LOO 0 00 CSC FREIGHT 30 af 27 OVR Field Name Description Validation Default Status This is the status of the quotation If this is Quotation Mandatory then this is not available for use by operations in auto rating Once a quotation is approved this then becomes a valid rate ID This is the unique number given to the quote this is used Mandatory Blank when print
61. STMAIL ORDGOODS RATEUPD RATE_CODE RT_NOGLOB RT_ORD_A RT_ORD_C RT_ORD_S SALESCATG SCANSYS USER_ROLE XPAWBACCT Code Set Description AIR UNDERBOND ESTAB SEA UNDERBOND ESTAB DANGEROUS GOODS FORM IMPORT MILESTONE CATEGORY LCC VESSEL FILE MAIL RECIPIENTS ORDERED GOODS CATEGORY RATE UPDATES RATES SYSTEM CODES RATES NO GLOBAL UPDATES CLIENTS RATE SYSTEM ORDER AIR RATE SYSTEM ORDER CUSTOMS RATE SYSTEM ORDER SEA CUSTOMER SALES CATEGORY BRANCHES WITH SCANNERS WORK FLOW USER ROLES EXPORT AIR WAYBILL ACCT CODES s own Duo AUN 96 Code Set Description IMPORT AIR IMPORT SEA i COMPILER CLASSIFIER BROKER BILLING CLERK CSU TRANSPORT MANAGER Export and Domestic Job Tracking Input Export and Domestic Job Milestones Fie View Options GMA Maint Help X m Add Update Delete And Bro Previous Next Export Job Milestone Set Up Dept ALL a Af Departments Job Type JAI Mode Type lAs Mode Types Container Cass lAN Container Types 7 wd Milestone Description Sequence Active ORDER RECEIVED BOCKED WITH S A CONSOL ADD BOOKING CONF SENT CARRIER PICKUP REQUEST EDN COMPLETED PRA COMPLETED FT SENT TO SL EFT PAYMENT ARRANGED TO CARRIER INVOICE RAISED TO CUSTOMER 206 COMPLETED Changed Om 25 11 2013 This screen is used to set up the milestones that will be assigned to each export or domestic job on creation or entry into the workflow NA By HEADER
62. SUPPLIER STREET City TEST SUPPLIER CITY Zip ZIP12345 State TEST SUPPLIER STATE Phone 123 4567890 External ID Port and Other Information Loading Country AE aj Customs Country AE Q Customs Preference GEN l aj Default Load Port AEJEA Q Customs Preference Rule A Customs Pay Terms 14 Days Last Job 02 10 2013 Special Notes SUPPLIER SPECIAL NOTES Forwarding Customs Code CCE3349637E Shipping Terms FOB Q Related No Agent Sea APC999 Q Valuation Basis Agent Air APC999 Q Document Register Description Valid from Expiry Date Days to Expire A FCL ANNUAL PACKING DECLARATION 03 10 2013 02 10 2014 364 Y Order Tracking Supplier Reference Field Name lof 1 Description Optional Blank Supplier Address Details Group Supplier This is the Client Code from the Customer Masterfile Mandatory Blank This indicates the Client amp Supplier relationship This is the Supplier associated with the Client Mandatory You can populate the Supplier by the Code or Description field If you enter in the Supplier Code then the Supplier Name also needs to be entered in manually If you enter in the Supplier Name then the system will automatically generate the Supplier Code NOTE You can still amend the Supplier Code If special characters are entered in the Supplier Name for e g amp etc then it will ignore these chara
63. S_USED CHEQUES USED REPORT UR_CHQ_UNCNF UNCONFIRMED REPORT UR_CONS UPD CONSOL UPDATES REPORT Field Name CORPORATE INTERFACE LOAD ERROR REPORT CONTROL TOTALS REPORT EDN LOAD NOTIFICATION EXPORT CONSOL UPDATES REPORT VESSEL ARRIVAL EXPORT JOB UPDATES REPORT INBOUND ORDER ERROR NOTIFICATION INBOUND SHIPMENT ERROR NOTIFICATION VESSEL ARRIVAL JOB UPDATES REPORT Description EDIT _TOG_DEF IMD_PAY LOA_OVERRIDE LODEAUTHUP Sets the General Edit and Customs Quantity toggle buttons to default On when the User is in the Supplier Invoice and the Pre Job Supplier Invoice Controls whether a user has permission to Pay a Customs Entry This option allows the user to override the stop of Entry Submission where Expedient has checked there are valid Letters of Authority for all Suppliers on the Entry This option allows the user to update the Lodgement Authority Level of other users MEL_LLD_CONTP Controls where a user receives the Lloyds LCL ER_LLD_CONT SYD_LLD_CONT Container Unpack Report Please Note This is only applicable if the Site has the Lloyds DCN Subscription linked to Expedient 121 SE OS SeSSESe000u00202000e000 Validation N A N A Default Unticked Unticked Unticked Field Name Description Validation Default PART_CP Controls whether a user has permission answer CP N A N A Questions UR_ARR _LIST Controls where a user receives the 1 Stop or Lloyds N A Vessel Arrivals Report based on whic
64. These levels can then be assigned in the User Masterfile to individual users to limit their payment authorization The payments levels are pre defined by Expedient Software however if Super users wish to change the levels they can To do this go to Administration Menu Company Details Entry Payment Levels The below screen displays the pre defined levels browse mode Code Description NP PAYMENT NOT ALLOWED Lvl 500 LVa cx 104 ivi s 00009 ive UN ESTRICTED Please Note If you cannot see this option and you would like this functionality please contact Expedient Software 127 Field Name Description Validation Default This is the description for the payment level Mandatory Blank Level Description Max Amount This isthe maximum amount allowed at this payment Mandatory Blank level Forms Maintenance The forms maintenance screen allows users to view and change the form that is printed from Expedient 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 Type Column displays which is the currently selected form The right hand area display the available options for Invoice Printing KS Forms Mmintainanoce o El Form Code Form Description Form Type Available Selections EXP_S DELDOC_LC Export Sea Del Docket LCL Export Sea Del Docket LCL Invoice with logo EXP_S FORWINST Export Sea Forwarding Instructions Export Sea Forwarding Instructions Invoi
65. This is the primary person conducting the visit Use the Mandatory Blank 1 to search the list of active employees These details are shown on the Sales Visit Reports Sales Person This is the secondary person conducting the visit Use Optional 2 the QI to search the list of active employees These details are shown on the Sales Visit Reports es 60 Field Name Description Validation Default Sales Person This is the third person conducting the visit Use the Optional 3 to search the list of active employees These details are shown on the Sales Visit Reports Sales Person This is the fourth person conducting the visit Use the Optional 4 to search the list of active employees These details are shown on the Sales Visit Reports Visit Status This describes how valuable the visit was Optional Next Visit This is the date you wish to visit the customer next This Optional field is linked to the Follow up Automatic Report which will inform the sales person via a report when their next visits are due Next Visit This is a short note useful for the next visit Optional Note Notes Type in notes relating to the visit Optional Modified By This displays the user who last modified the visit Mandatory System generated Modified On This displays when the visit was last modified Mandatory System generated Sales Reporting The following reports are available from the Customer Sales Profile Screen and from the Management Reports gt Sales Acti
66. Tithe Purpase MANAGER Address Type Mobile Phone 12456789 Comment 24 HOUR NUMBER Business Client Information Evidence Ind Document Issue Country T EXDOC User Field Name Description Validation Default This is the Customs Entity Type This can consist of ABN Mandatory Blank Client where you have the ABN on hand Organisation where you don t have the ABN or Individual The associated fields to the Type will display ICS Role This is the type of business the Company Individual is Mandatory Blank performing Possible values are e Importer e Exporter e Exporter Agent Supplier SAC Communicator Air Cargo Reporter Sea Cargo Reporter QB expedient Field Name Description Validation Default This is the CCID reference received from Customs Optional From Customs Business Name This is the business name Optional Blank Address Type Select the address type from the pull down menu Mandatory Business Address Address Line 1 This is the first line of the address Optional First line of address from Supplier Masterfile Address Line 2 This is the second line of the address Optional Second line of address from Supplier Masterfile Town Suburb This is the suburb for the address Optional Town Suburb from the Supplier Masterfile Post Code This is the zip code or post code for the address Optional Post Code from the Supplier Masterfile This is the state for the address Mandatory State from for AUS the Supplier addresses Mas
67. VELOPMENT 2 amp zm vi gt a S or Y V Adan a7 a HE VICW VDI ons GMA Maint meip t X amp B do p Add Update Delete Find Browse Previous Next Department Codes Department Description NSW ADMINISTRATION Cost Centre SYDNEY 22 of 111 133 QB expedient Bank Account Details Expedient allows users to assign a bank account to a General Ledger Code and a default Department P Benk Detian EXPEDIENT DEVELOPMENT oe amp Sy w 4 Bs E i Add Update Delete Find Browse Previous Next Bank Details General Ledger Code 1000 ANZ BANK ACCOUNT2 Department 000 S HEAD OFFICE MELBOURNE Bank Account Name Demcoon Bank Account No 2 Bank Account Type Credit amp Debit BSB 333333 Account 5555555555555555555 Name of Bank ANZ BANK LIMITED Bank Branch QUEEN ST BRISBANE 4000 Bank Currency AUD A ABA Bank Code ANZ APCA Number 45FHWS tof 7 t Vie These details are mandatory for EFT Bank File payments Adding Modifying PKI Certificate 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 the Administration Menu Company Details Sub Menu PKI Maintenance Wo EEC E E aaa v A i ad pire Deisis Fal mee Previcee heut ste potas See ED AAA Teri Crees Adhem pertererd gt greessert com au 420m brna ADT ean prei OG ewest com ii i remy Active PEJ Deter mente
68. Volume Expedient User Manual Administration Module GB expedient Gavin Millman amp Associates Pty Ltd 281 Buckley Street Essendon VIC 3040 Phone 03 9331 3944 e Web www expedientsoftware com au Table of Contents CS FOS IVS Crs secede nace E EA E tac ee ad seats evanescent T seine ses lessees res secueet eee eee 5 General Information igiensaucenca emesis aesaseastneesetaeeesenasicesstenranecaesaueasanmeausen aj anenernene vqanaaecaseixeepesesauesceansarscoeseenencsaaeseeanaraaneanene 6 DEDO ap i tec actenisiacensiuauans Aces teceuadeveddianacuesatescaita noses aedeoedanaddoameuesaaiaceeden E E 9 Gg 10 C0 paren ere penne E E ee eee E E E ene eee ne een eee 15 MOOT a a E E T A E E enaut rer anniceatiadesaaapaanaaeaieneattalienstewaienaeteats 18 EDOT N OILY eoe E I E E E 21 AVON SCC N eeraa EEEE E EE E E E E E E E 22 FON O a E E E E E E see toauausl eae ensanenaeoneee 23 C T E E EE A E cuutensnsanesaeens 24 CTED e A E E E A E 26 BORET ese eet E E E A E snc pane A E E A E geen een eens enaees 28 DD TO T E E T E A A A E AAT OANE OEA A A T T 29 MSG el E A PEA E E E AE EE A E E SEA EEN EE E ETAT 29 Bonded Wore NOUSE sariin Tar ene a ee ee ee EE EOR RN 30 SPE LI ae A E E S 31 ConfiguratiON sesssesssisriserisssrsirosssansriteran cape itnn arsts NunE S ESSEN TENANE vaeyoeeausenennesuseussacasesnn eats sundenconmeavanhouvaipeacnaevatenaryansnneausaniad 32 DOW Se ea a A E E A E A E E E A E E E A 34 MENUETS aer A E T E E a ace ee 34 FU SIS
69. aansniesatanataasasasieiutanstactasantees 69 Register Supplier IMCS casctnaacrccnesacosasiecagenuotueasdaiesiegeramaanreaausSederaseutes sdeeuncescseiaes a a e is 70 BrE A a OI Cl E E A EA E A E EAA TE E A E E 73 Document Register Repoft nennesnesenseneseesensenserssessenserseesressersersressersesserseeeressesseeserererserserseeeserserseesrreserserserereeseeserseene 73 D cument Register Masterfile siscccesacsvecaunensocsanesveoesacesenseaoedeaganssicecten NENTI E EA EAR TONENE EVEEN RENEE R EEEREN EIEEE RANEES 74 AVOR TT ODOM ar E E E E A EAO E E TT E A E E 75 Country Code MaAsterjile serrar irirorit riian ni aE N ONENERA NAAA NIA EAO ENAERE ORERE EAA ROEDERER ANA iE 76 Vessels Masterfill versa csiesinssasicdeanusiendann tania danacuandanantoanannniosntsensedeinnsassndsgedeacevatedantedsseesanmndadssd taesdasendbubonsdaideedansandedsnsaiedeantetees 76 1 Stop Vessel Masterfile soctssnesndeassasosdeasiucddmexseapedoaneveniancaaganeusentiestacersavenadasarsastageaseabedssunsaboansainemearvoleadbecdaneanenesaweabeenias 76 Lloyds Vessel Masterfile sc csececancnsenreqesaten sncesaurarenptnseneenacesqnnececanvancupessuains saaveacraqran en savaniveesapeedaneanesneqntaeesssmaauseraneneactal 78 PAY SSC oases as sorceress cress E exe aaaaesdause aa E EE E 79 CUSTOMAS Cant Names NZ creset ea E NE sancti adeaaantdnodsiue E NEETA E EEEE 80 AINME ENGOMY iriri rrin saa iT iT E OTOOTO T TOOTOO TAO OONO OARA 81 Autosend Email FOFWOLING 1 secccccseecccse
70. ainst each line item This is only displayed when the foreign amount is entered at the time of entering the charges in either the charges or invoice screen Setting this to yes will print the Number of Days Terms on the Original and Copy Invoices based on the Invoice Type Disbursement Final If terms are O then the invoice will print COD See below for example Terms 3 days Total Excluding GST 5800 00 GST 560 00 Total Including GST 6360 00 Set this flag to yes to print the Customs Entry Number for Imports or the EDN number for Exports on invoices If there are multiple Customs Entry Numbers for a job the first number will print on the invoice Where the first number has been withdrawn the next available Customs Entry Number This indicates whether the individual charge lines are to be made inclusive in a single account code on the printed invoice Select a charge code using the Q zoom button If a GST charge is included on the invoice the charges will not be rolled up This feature will only apply to Export invoices 13 Validation Optional Optional Optional Mandatory Optional Flag Account Code Mandatory if All In flag is Yes Default Blank Blank Blank Blank Field Name Description Validation Default Interstate Agent This is a Y N Flag If this Debtor is acting as an agent for Optional their customers to perform the Customs Clearance This then allows users to add this debtors cus
71. als from WIP The automatic Job Only Profit Journals are created and posted every night i a Job Only Auto Journals Maintenance EXPEDIENT DEVELOPMENT File View Options GMA Maint Help ar x Q E J b gt Add Update Delete Find Browse Previous Next Auto Journal Rules Auto Journal Criteria Enter the rules to apply when automatically journaling profit accounts Account Number 2430 Q DELIVERY ORDER FEE Import Export Import Air Sea Sea Job Class FCL This rule requires the Job is on a Consol Active Yes Auto Journal Range Set the Profit Range to restrict the automatic journaling within Department Gy Start End Additional Information Modified By New Document Field Name Description Validation Default Account This is the Account Number to be automatically Optional Blank Number journaled Import Export Select if the rule applies to Import or Export Jobs or Mandatory Both Both Air Sea Select if the rule applies to Air or Sea Cargo Jobs or Mandatory Both Both Job Class Select a specific Job Class or ALL if the rule only Mandatory Not applies to Jobs on a Consol If the rule applies to all Applicable Jobs regardless of Consol select Not Applicable 136 Field Name Description Validation Default Active Select if the rule should be included in the overnight Mandatory Yes generation of the journal Department Select if the rule applies only to a specific Optional Blank Department Leave blank to apply th
72. an only be edited by a Super User BB Client Maintenance EXPEDIENT DEVELOPMENT File View Options GMA Maint Help v 2 x q 4 p Add Update Delete Find Browse Previous Next Personnel Delivery Addresses Notes Docs Debtor Enquiry Creditor General Debtor Creditor Importer Aviation Security Forwarder Carier Broker Depot Terminal Bonded Warehc Carrier Carrier EDI Carrier Codes Mapping Does the Carrier send Proof of Delivery Yes Carrier System Cargowise How do we receive the POD FIP IP Address 192 168 201 250 Username Informix Password gfm1305 Directory Path usr ftprobot caseyg Reference sent Job Number Contacts to receive unsuccessful load alerts Contact Name Email Address rAseyvyi PVT Cee eT HY Te Does the Carrier Expedient will process files received from the Carrier if Mandatory send Proof of this is set to Yes Delivery Carrier System Select the system the Carrier will send the PODs from Mandatory if the Carrier sends POD How do we Select from the pull down list how Expedient receives the Mandatory receive the POD files if the Carrier sends POD 24 Field Name IP Address Username Password Directory Path Reference sent Contact to receive unsuccessful load alerts Description Enter the details for FTP interface Enter the details for FTP interface Enter the details for FTP interface Enter the details for FTP and Write to File Server interface Select the type
73. and 9 orders on the shipment If a shipment has less than 9 containers or orders then the invoice attachment will not print If the shipment has more than 9 containers or orders and the invoice attachment is set to No then the invoice will display the first 9 containers orders with the word more after the last container order This indicates whether the Debtors can receive invoices by EDI If set to Yes the Send EDI Invoice toolbar button is available in the Debtor Invoice screen A file can be generated containing the invoice data which can be uploaded into the Debtors system This orders the way the charges print on the invoice Users have the choice of e Alpha Code e General Ledger Code e Screen Order Screen Order will print the invoice lines as they appear on the screen 12 Validation Optional Optional Optional Optional Default Blank Blank Blank Blank Field Name Import Invoice Show FXC Amount Export Invoice Show FXC Amount Print Terms On Invoice Print Imp Exp Customs Number Export All In Charges non GST Description This is used when invoicing in local currency but you wish to display the Foreign Currency and Amount against each line item This is only displayed when the foreign amount is entered at the time of entering the charges in either the charges or invoice screen This is used when invoicing in local currency but you wish to display the Foreign Currency and Amount ag
74. atNo PART A Pat Desc PART A DESCRIPTION ty 100 Unit val Unt qty Amount 100 00 TEF Order No ORDERNOL Cont No Load Date iu Line No Shiomt Currency Country IN Action lat a r VIEW DOWNLOADED EXPORT INVOICES This screen provides a view of the data in Shipper Invoices received into Expedient Download Export Invoices EXPEDIENT DEVELOPMENT File View GMA Maint Help or Gi x a ad J Add Update Delete Find Browse Previous Next Download Export Invoices Client DEMCON Supplier XX Inv No EXPPARTS Part No AUSTRALIAN RUM Part Desc Qty 100 000 Unit Price Amount 200 00 TLF Order No 123A Cont No Load Date 27 05 2013 4 Line No 1 Shipmt Currency Country Gr Wght Action 145 LOAD PARTS FILE If you have a Parts File you can upload this file via this menu options The file must be ina specified format Please refer to the Automatic Parts Download information in the Customs User Manual for further details CONTAINER CODE CROSS REFERENCE AU ONLY This screen stores the mapping between the Container Code received from the external system and the ISO Container Code used in Expedient Interface Container Code Cross Reference EXPEDIENT DEVELOP e Se File View GMA Maint Help D os QQ B lt gt Add Update Delete Find Browse Previous Next Container Code Cross Reference External Container Code 20GP Container ISO Code 22Gi Q
75. ce With Attachment For Orders amp Cont EXP_S INTRECEIP Export Sea Interim Receipt Export Sea Interim Receipt Invoice With Logo Version 2 EXP_S JOBSHT_FC Export Sea JobSheet FEL Export Sea JobSheet FCL Invoice without logo EXP_S JOBSHT LC Export Sea JobSheet LCL Export Sea JobSheet LCL EXP_S_MAFEST Export Sea Manifest Export Sea Manifest EXP_S PRADOC Export Sea Pra Docket Export Sea Pra Docket FAX_W_PORTRAIT Fax Wide Portrait Fax Wide Portrait FXINV Foreign Currency Invoice Invoice without logo IMP_A_ALYSIS SH Import Air Analysis Sheet Import Air Analysis Sheet IMP_A_CARGO Import Air Cargo Import Air Cargo IMP_AJOBSHEET Import Air Jobsheet Import Alr Jobsheet IMP_CARGO_OUTRN Import Cargo Outturn Import Cargo Outturn IMP_FREEAGR Import Free Trade Agreement Import Free Trade Agreement IMP_SEA MANIFES Import Sea Manifest Import Sea Manifest IMP_S_ARR_NOTIC Import Sea Arrival Notice Import Sea Arrival Notice IMP_S_JOBSHEET Import Sea JobSheet Import Sea JobSheet IMP_S UNPACK Import Sea Unpack Import Sea Unpack JOBINYV Job Invoice Invoice With Attachment For Orders amp LC_GENERIC Landed Costing Generic Form Landed Costing Generic form LC_PERCENT Landed Costing with Percentage Landed Costing by Percentage LC SUPPLIER Landed Costing by Single Suppl Landed Costing by Single Suppi LC VARIANCE Landed Costing by Variance Landed Costing by Variance tC VOLUME Landed Costing by Volume Landed Costing by Volume MANINYV Mannal Inunice invnice With Pann Ve
76. ch set of milestones is applicable to a job when it is created The profile of the job is first determined and then a match for that profile is found in this screen NOTE The search for a match for the profile occurs in stages That is if a specific match is not found then a more general match is searched for and if no match is found then the default set of milestones will be used The default set of milestones is the set where all header fields are ALL Description Department Zoom to view all departments ALL for All Departments Job Type Customs Applies to jobs where the broker is Own Company Freight Forwarding Applies to jobs where the forwarder is Own Company 84 Both Customs and Freight Applies to jobs where both broker Forwarding and forwarder are Own Company Applies to all jobs Mode Type This field corresponds to the Job Type field on the job registration screen Examples of this are AIRFREIGHT SEAFREIGHT MISCELLANEOUS ALL for All Container Class This field corresponds to the Job Class field on the job registration screen Examples of this are FCL LCL FAK BULK CARGO ALL for All Valid Header Value Combinations Dept Job Type Mode Type Container Class AMA User Entered User Entered User Entered User Entered User Entered AA A User Entered User Entered fA AM User Entered User Entered User Entered AM User Entered J Al A UserEntered User Entered All U
77. cking Coestoener Porsonnet W Customs Clearance Tariff Class S Doarnent Reaster Repart E Enquiry Owy Doarnent Register Masterfile Bi Administration O Country Code Masterfiie D Customer MasteTite OS Currency Rates Mastertile Suppliers Masterfile O OS Currency Masterfile 3 D Parts 1D Masterfile Alpha Charge Code Masterfile Pide O Orivery Addresses D 150 Port Codes Mastertile D Customer Personne D Vessels Masterfile Show Doamnent Register Repat O Airfine Enquiry Show O Country Code Masterfile O Aegon Code Mastertile 05 Garency Rates Mastertile 43 Autosend Email Forwarding s OS Corrency Mastorfile iS Job Tracking Show 150 Part Codes Masterfile i Company Oetals Menu Vessels Mastertile L Corporate Intertace O Airline Enquiry ee Creditor Quality ftevipa ee Job Tracking I Adirewistration Reparts gt w Company Detalls Menu C OK Gancet Toggle Ft Enable All F2 Enable All F2 The button will set all menu options to be shown to the User LODGEMENT AUTHORITY LEVELS CUSTOMS MODULE This function allows the Levels to be set that Brokers can be assigned to allow them to submit Entries of certain Customs Values Expedient will check the Customs Entry value against the Brokers Lodgement Authority Level at the time of submission and stop the submission if the Customs Value exceeds the Broker s authority If you would like this functionality please contact Expedient Software 4 if Company Details
78. creen Field Name Description Validation Default Container Class Enter or select a valid container class from the drop Mandatory Blank down list Valid container types include FCL LCL and All Container Types The list of mode types is equivalent to the drop down list in the Job Class field in the Import Job Registration Screen Milestone Enter or select a valid event type from Zoom List Mandatory Blank Input Workflow Role Categories Z Input Role Milestone Categorie File View GMAMaint Help we os Add Update Delete Find Browse Previous Next User Role MANAGER Milestone Categories Category ACCOUNTING CUSTOMS FORWARDING CARTAGE 7 of 7 OVR This screen allows milestone categories to be assigned to a user role This determines which milestones appear in their workflow 93 QB expedient Input Work Groups The Work Groups Masterfile Screen allows users to assign users to a Work Group so any job created that falls within the below header information will be assigned to the users in the details Screen A Wen Work Groupe PIPPIN DEVELOPMENT File View GMA Maint Heip 4 t l on 4 rt Add Update Delete Find Browse Previous Next Input Work Groups Is this a Transport Group NO Group Work Group MELTEAM ranch M A Dept VIS A Mode Type SEAFREIGHT Container Class AS Container Types Active YES Custamer Group METPTY View Level Aiter By None Show Jobs Wh
79. cters 67 Email This is the Email Address for the Supplier Optional Street This is the Street Address for the Supplier Optional Zip This is the Zip Post Code for the Supplier Optional Phone This is the Phone Number for the Supplier Optional Contact This is the Contact Name for the Supplier Optional City This is the Name of the City for the Supplier Optional State This is the State where the Supplier is located Optional Double click on a row in the Document Register to open the Client Document Register in order to add or update Document information for the Supplier Shipping Instruction A Shipping Instruction is a document advising details of cargo and exporters requirement of its physical movements Input the details as shown in the screenshot below and print the Shipping Instruction L Report Selection Cent DEMCON Q DEMCON Contact TEST NAME Title MANAGER Fax No Supplier TSTSUP Q TESTING SUPPLIER NAME Transport Type Both Agent AALBSHI Q DEVTEST Client AALBSHI Agent Contact NEW CONTACT User Branch Code M Report Progress 68 Transit Times The Transit Times are used to determine the Lead Time completed NOTE The details are not to any report and has no connection to the Transit Time field in the Order Tracking Screen DEMCON Sea Time Transit 1 Transit 2 Transit 3 Transit 4 Transit 5 Transit 6 TSTS5UP Air Time Transit 7 Transit 8 Transit 9 Transit 10 Transit 11 Transit 1
80. d Copy user every email in blind copy Set to Yes to automatically remove the user from Blind Copy Manager This option allows you to assign a Manager against the Optional Blank User ID ICS Broker No This is the user s ICS Broker No and is used to lodge Optional Blank Customs Entries This field can only be updated by a Super User Lodgement This determines the Customs value a Broker is permitted Mandatory Authority to submit Entries up to This field appears where the site where is using this functionality System Option is on Payment This determines the maximum value a Broker is Mandatory Restriction permitted to pay to Customs This field appears where where the site is using this functionality System Option is on AQIS No This is the user s AQIS Number and is used when lodging Optional with AQIS Without this number users cannot Pay AQIS This field can only be updated by a Super User Dangerous This is the user s Dangerous Goods Code This is used Optional Goods when sending Export EDN ESM to Customs This field can only be updated by a Super User Aviation This is the user s Aviation Security Number and is used Optional Security when lodging Neutral Airway Bill This field can only be updated by a Super User Modify History These fields show the name of the user who last updated N A N A the User Masterfile and when EMAIL SIGNATURE This screen allows the User to store default text to appear as a signature on the bottom of
81. data Status Being In Progress Submitted means Customs have received the msg and are processing it Read Customs Error Message Submission Status lf Customs In Progress already have this Company on File then they will send the existing CCID No Status Failed ng Msg Success a Screen updates the CCID field amp updates the Customer Masterfile or Supplier s Masterfile automatically Field Name Description Validation Default This is the Customs Entity Type This can consist of ABN Mandatory Client where you have the ABN on hand Organisation where you don t have the ABN or Individual The associated fields to the Type will display ICS Role This is the type of business the Company Individual is Mandatory performing Possible values are e Importer e Exporter e Exporter Agent Supplier SAC Communicator Air Cargo Reporter Sea Cargo Reporter This is the CCID reference received from Customs Optional From Customs Business Name This is the business name Optional 51 Field Name Address Type Address Line 1 Address Line 2 Town Suburb Post Code Country Description Select the address type from the pull down menu This is the first line of the address This is the second line of the address This is the suburb for the address This is the zip code or post code for the address This is the state for the address This is the country for
82. ditor s This is the reference contained in the Invoice EDI that Mandatory Blank Identifying identifies which Creditor sent the invoice Reference Invoice GST This indicates whether GST is applicable to the invoice Mandatory Blank Consolidate lines This indicates whether lines of the same cost code in the Mandatory with the same invoice will be consolidated on upload Cost Code per Job Consol number Applied Exchange This is the date the exchange rate will be applied Mandatory Date of Rate Invoice 17 Field Name Description Validation Default Importer Deri View tomas SOLENT SIVO CAMAN e ES e v vv s t v v w A Mii Updte Dese Pind Emse Previous Net Personne Delivery Adiresws Notes Doe Debtor feqeiry Creditor Dequty Seles Profile Obert Options Genet Osbtor Cradle imcertey Aeation Secutly Focmmder Carrier Broker Depot Seminal Sonded Warmhouse Shipping tine Configuration Cestomer Reterences Como EFT Bank Details Customs SI to DENTON d DENONSTRATJON COMPANY WAM Bark BANKSO PEO 1234 WOOL 2 4h TO ITITI OLIMA fonserting fil to MACA 4 AR AMAOTINDRY A FOOL frenct SLANT Ontem Soka SETET A TEST POSER A FORWARIER Sin 127346 Pimp rere ai Account Mu 1101222 Cargo Check 17 Sait Code 127745078901 Caw EFT Yes Last aot DEANS a ADA Marmer SATII Land Cost Yes EFT AuMorsation Expiry 202 213 h Dernurrage Torms Defe GST No Sopuller Inwnice PYO DAt Defaut Yes Does the dent heve specks derusrage tenes wit Aiopino ines
83. e Data selection Conditional on Receive Data selection Default Blank Blank Field Name User Name Password Directory Path General Debtor Creditor Importer Aviation Security Forwarder Carrier Broker Description Enter the username to receive EDI transport instructions by FTP from the Carrier Enter the password to receive EDI transport instructions by FTP from the Carrier Enter the Directory Path to receive EDI transport instructions by FTP or by Write File to Server from the Carrier Broker Automatic Notification at Check In Send automatic email notification at Cargo Check In iNo gt Automatic Check In Notification Broker Contacts Email Address casey Bexpedientsoftware com au Send automatic email notification at Cargo Check In Email Address Recipient Name Destination Port Recipient Name CG DEMCON B Select whether this Broker should receive automatic notifications when Air Cargo or LCL Cargo is checked in Add the email address for the Broker Contact who should receive the automated notification of Cargo Availability for this Importer Click on to view the contacts stored for the default Broker There must be at least one contact if the Broker receives automatic notices Add the Broker contact name who will receive the notifications Enter the destination port the Broker contact is associated or leave blank 28 Validation Default Conditional on Receiv
84. e Data selection Conditional on Receive Data selection Conditional on Receive Data selection Depot Terminal Bonded Warehouse Shippi Destination Port optional Mandatory Optional Blank Optional Blank Optional Blank Field Name Description Validation Default Aviation Security Depot Depot Information Operating Hours MON FRI 0600 TO 2100 SAT 0900 TO 1200 Depot Website www depotsRUs com au Establishment ID 1886B Operating Hours These are the open hours for the Depot This will be Optional Blank printed on delivery dockets LCL Cargo Availability notice Delivery Orders and Arrival Notices Depot Website This is the website address for depot enquiries This will Optional On ADD be printed on delivery dockets LCL Cargo Availability default to notice Delivery Orders and Arrival Notices General Tab website Establishment ID AU Only Select the AU Customs Establishment ID that Optional Blank corresponds to the Depot Transitional NZ ONLY This is the 6 digit code identifying the Optional Blank Facility Automatic Transitional Facility This code will auto populate the AFT question in the Customs Entry screen and the eBACCA application Terminal Aviation Security Terminal Terminal Information Operating Hours 24HRS 7 DAYS A WEEK Terminal Website www terminalenquiries com au Establishment ID 1164K 1 Stop Terminal Code DP WORLD PORT BOTANY Operating Hours These are the open hours f
85. e Foenn seses ede Patti jisra Fie AAAG typa Emal tbere crreeee Sqresuse em os Dary Owe OLLI in i ef 3 134 Field Name Description Validation Default This email address is used for Customs to send Mandatory Blank Text Email documents to this should be the same as per the Address Customs Certificate Admin Email This is used in the event of any issues Customs will Mandatory Blank Address send to this address Entity Unique identifier for your company display only Mandatory Set by System Active Check this if this site is active Mandatory Blank PKI Password This is the password that you received from Mandatory Blank Customs PKI Certificate Load the Customs PKI Certificate into this field Mandatory Blank Email Address This is where the Customs messages are sent from Mandatory Blank and to by Customs Expiry Date This is the date in which the PKI expires Mandatory Blank 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 Reassign Account Maintenance This option is helpful in AU AU Customs Fees are received into Expedient on Account Number 2305 ACS Processing Fees but may be billed to your client on Account Number 2300 Duty GST and Customs Fees 3 Resign Accounts Mantecance EXPEDIENT DEVELOPMENT a v A Arhi Update Del ti Find Browse Pro
86. e rule to all Departments Start The rule can be applied to profits that fall within a Mandatory Blank specified Profit range Expedient will calculate the if an End value for the profit amount against the totalsum of entered the Account Code billed for the Job E g a Job has account 2700 that must be within 10 and 50 profit range to be auto profit journaled The account code 2700 total value in credit for the job number in the journal is S20 The total value of account code 2700 billed for the job across multiple invoices was 200 Therefore the profit is 10 and falls within the range and can be auto profit journaled Enter the start of the Profit range Enter the end of the Profit range Mandatory Blank if Start entered The Journals are posted overnight as user AUTO JNL Auto Cheque Number Sequence Expedient allows users to print cheques This screen allows administrators to enter the cheque sequences by Branch huto Cheque hhumber Sequence DEDEN DEVILOPE Fite view GMA Mart trip pe b s Add Update Delete Find Browse Previous Next Auto Cheque Number Sequence Branch Code M 4 Branch Name MELBOURNE BRANCH Last Cheque Number 5412 Cheque Printer gma Last Updated By taniab Updated On 04 04 2011 137 expedient 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 See below
87. eas Agent Services to the Customer When the link for the Letter of Recommendation is selected the following window is shown Field Name Client Contact Supplier Transport Type Description This is the Customer Code that the Letter of Recommendation is being sent too When the Client Code is entered the Personnel Zoom window will automatically appear to select the Contact for that Customer When you enter into this field the Title for the Contact Name will automatically populate based on the Personnel Zoom The Supplier Zoom lists the Suppliers details that currently have a relationship Setup in Supplier Masterfile with this client This displays the following e Air e Sea Both Air amp Sea 62 Validation Customer Masterfile Personnel Personnel Supplier Miasterfile Default Mandatory Mandatory Mandatory Mandatory Mandatory Field Name Description Validation Default This is the Overseas Agent that will make contact with Customer Mandatory the Customer Masterfile Agent Once the Agent Code is entered the Personnel Zoom will Personnel Mandatory Contact automatically appear which lists the contacts that apply to the Agent Code entered If no contacts have been added against the Agent Code then the cursor will just appear in this field User Branch This is the Branch that the user who is creating the User Letter of Recommendation has been setup against in Masterfile the Us
88. ect a method from the drop down list Mandatory Email Address Enter the email address the file are sent to Optional FTP Pickup This is the directory where the files will be picked up Optional Directory from Move to This is the local directory the files will be moved to Optional Directory Receiving This indicates if this site is receiving Invoices from Optional Transfer Files another site 142 Default Blank Blank Blank Blank Blank Blank Blank Field Name Description Validation Default Receive Select a method from the drop down list Mandatory Blank Method if receiving files Server Name This is the name of the server Optional Blank FTP Name This is the name of the FTP Optional Blank FTP Password This is the password for the FTP Optional Blank FTP Path This is the path for the FTP Optional Blank Overnight processes send and receive invoice files according to the set up in the screen above E g Customs Export Entries for Air and Sea Exports in AU can be sent to an NZ site When the Australian Export Entry is submitted the Shipper Invoice is queued to be sent in the overnight process to NZ At the NZ site the Shipper Invoice will be matched with the NZ Import House Bill number and the invoice can be located in the NZ Supplier Invoice Number look up in the Supplier Invoice screen The Source column will show C for transferred invoices Export Shipper Invoices from NZ to can be sent to AU and located in the AU S
89. ed with the following Customer Masterfile Screen blank data wot thy ee an i ee gt 7 7 r v n RS a y E Gg 5 Adi Update Delte Pind GBrowse Previous Net Personnel Deler Addes s Notes Docs DettorEnguiry Crector Enquiry Seles Profile lenewa Debtor Credics importer Aviston Securty foamed Osrior Grote Depot Teninel Bonded Warehouse Shipping Line Configuration lier Mantenanme Googe Map Cust Code DEMCON Name DEMONSTRATION amp COMPANY Edama ID 3 i231221271 23012012112 Pats ID 111MM Adiwe Active s Caved SOOTT CRAVEN Mn JOUTER thom CL Po4seraa o 0729495709012 490 88 Street Ackiress Company Typi Address 12 ete Vee lio 1 SCR T AMP ON STREI Credice Tea Sad i Oty Swe VK Importer Yes W i Prind li uty AU AUSTRAL Agmt Yos Ffoneg Yes m i Wipo Ye g i i iing Address Carr Lf Adawes UNIT 666 Eepotter Yos Pa hey Me 17 SORITHAMPTON STREF ae is Oty FOOTIRAY e NSN Depot Yes ttarda GIO 4 Googe Postcode 2000 Country Au AUSTRALIA Termin Yes Bond Wt Tes Liverares No toon L Toom Out Web Inforeestior Own Company Oetails Emal bocttogtost comm my Chen Coney fe Weibraie wan fel com Chen Comon Aah A 12456789012 4907 8017 49670991 2a ee Logong bir Address info Ove Actor JUUV AML Addi weber Lat Loess H IDSN 744 bea 204 General Information Field Name Cust Code Name External ID Parts ID Active Contact Phone Fax Street Address 1 Street Address2 Description This is the sho
90. ee the original file from CCN 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 Ri Sees Vik Wia lale View GMA Maint Help Uposte Sales Viet Maintenance saes Vail Types Sales Visit Code Desoiption First Cat Phone Social ult F Testing Visit l st visit i more testing BH d something else as well Last Mod ed By soot On 19 14 2015 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 139 WM Required Documents Configuration EXPEDIENT DEVELOPMENT File View Options GMA Maint Help XJA amp qb Add Update Delete Find Browse Previous Next Required Documents Configuration Documents Screen Rules Pop up Documents Screen on Job Add Yes Pop up Documents Screen on Job Update Yes Only Pop up Screen where OWN Broker Yes Pop up Screen in Update Mode Yes Original Bill in Job triggers Original Bill Received Yes Required Documents Configuration Documents Original Bill Supplier Invoice Copy Bill Packing Declaration Supplier Invoice Modified By HELEN STAPELY on 28 08 2015 1 of 1
91. eeessegageeeeeeeeas 127 TE AAE RAA E AE PE E EE T E eet E S A E AA A T O E E E en 128 Document DINUGO GI OUD keen tment inen oeei NEE TEAN ERE TOER ARENE TOANE OAIE EE OEEO eee 129 COS RENA E NE E E A E E A E E E T E 130 PeP UTE enema A E EE EEE A T E E E E E E E eee 130 PPR CP E PAN O S aia EE E EEEE EAE E E EEEN A NEE EEE EE EOI EAEN E E 131 BOT DISC I TG races tracctecee reste tains cpacicioecte ac cteaeee nic bade needa w pesicioasiv ae tea tee alain bale oaiEntaa cfisicincs opaaateaese umileeaae Sona panasetacten 132 Depan ment COTS errno sirens ETE EEEN E beste code onto gpd vice retsiea go 4 coc hewie E A A 133 Bank Account DEIS oar arsenate iri ai nT S EE EEEE A EEA ETTE ENAT RTEA 134 Auto Joumal Maintenante serririsienryiertirroknn Cenit h ero ranee niea OEKE EERE TEREE IRONIE ENAR ENEEIER EENEN TEOE RRENEN 135 Reassign Account Maintenant ssecrserreraisiceriirernrin rine n EEE EET EEA ETENEE EE A 135 Job Only Auto Journals Maintenance ccccssccccssscccceseccceeecccsuecccsauecessueeccssaeeesseueeeseueessauscessaeeessuecessaueeessauseesaaess 136 Auto chegue NumDET SCOUCIICE orten atarir naar aE EE N OE EE OE NOTEN EE EEE OET E EAA 137 Billing sheet Mantena E aeroris iists irirna nnan Eua EENE E IT EE AE AORE OAAS AA ES ANES 138 FO CT OC PESE E A IEE A A E E A A E E 138 sales VE Man ena NOE esas extern eNe Ea e EAA AE TEE ANAE SE A EAS EAEE ANE 139 Required Docs Configuration ace tpccenvactncsaestansnesavennsncanronsneceusnperbbe
92. elow i ka Cherts Delivery Address DPEDENT DEVELOPMENT E ee NEESS 8 Add Update Delete Find Browse Previous Next Cents Delivery Ackiress Detivery Address Information Client DEMCON DEMONSTRATION COMPANY Delivery Code DDR Business Narne DEMCON INTERNATIONAL Address Line 1 1 BUCKLEY STREET Address Line 2 Suburb PRINCES HILL Q Contact Details Contact Name BOB Email GOB DEMCON COM Fax Carrier Instructions Carrier Delivery Codes Carrier Carrier Name COYDEP COYNES DEPOT CHALMERS TRANSPORT CHATRA Field Name Client Delivery Code i REPORT TO BOB ON DELIVERY ilet 3 Description AQIS Class Metro State VIC amp Phone 03 9554 7644 Carrier Customer Delivery Address DEL DELADD Zip 3054 Delivery Type STANDARD LIFT OFF LIFT ON Carrier Customer Sub Delivery Address DELIA DELADD1A Default Default Address Validation Default This is the Customer Code and Name carried across from the Customer Masterfile A unique code assigned to this delivery address 42 Mandatory Customer Masterfile Mandatory Blank QB expedient Description Validation Default Field Name NZ ONLY This is the 6 digit code identifying the Automatic Optional Transitional Facility This code will autopopulate the AFT Transitional question in the Customs Entry screen Facility Bus Name This is the Business Name of the Delivery Point O
93. emails sent from Expedient Use the toolbar button Email Signature from the User Masterfile screen to access the Email Signature screen A Email Signature testhel Email Signature Helen Stapely Business Analyst Expedient Software Phone 61 3 9331 3944 Images are not supported Enter the Email Signature text The screen opens in Update mode so click into the text box to begin adding the signature The formatting of the text can be edited by holding the mouse at the top of the signature window J Email Signature testhel Email Signature SS ll SSSOLSEA i puUSINeSsS Analyst Expedient Software Phone 61 3 9331 3944 This text will automatically appear in the Body section of the Print Menu screen sent by the User 117 Body Helen Stapely Business Analyst Expedient Software Phone 61 3 9331 3944 The text can be edited before sending the email Tue 21 04 2015 12 33 PM helens expedientsoftware com al FCL Time Slot Request DEVTEST Client VSCAHYG Reference 3045996 ANL KOKODA 21S To Helen Stapely Message FL CUS_FCL_TIME_216962_1 pdf 94 KB Helen Stapely Business Analyst Expedient Software Phone 61 3 9331 3944 118 expedient The Users Masterfile allows users to reset other Users Passwords under specific conditions Please see the following specific rules for setting Users Passwords RESETTING USER PASSWORD e Super Users can change
94. en Show When Days 20 4 Users Role A BROKER MANAGER IMPORT SEA EAD OL Field Name Description Validation Is this a This defines whether this group is specifically for a Transport Mandatory Transport Department Group Work Group This is a free text field that describes the Work Group Must be Unique This is the branch in which the Work Group belongs Select from Zoom Branch Masterfile This is the department in which is linked to the Jobs Deaprtment Masterfile Mode Type Air or sea Select from drop down list Mandatory Container Select the type of containers this work group is associated with This Mandatory Class field will only appear if the Mode Type is Sea Active gt Describes if this Work Group is Active Customer Free text Can be left blank Group Should match either customs module air or customs module sea in the customer master file View Level When customer group is left blank then the view level can be General this group only sees jobs for customers with a blank Field Name Description Validation customer customs module appropriate to the module type or All for all jobs regardless of customs module Filter By Use this field to define the type of workflow list you will see This field will default to None Show Jobs Select the date range for the jobs listed in the workflow screen Use When the _ to select the relationship with the event then enter the number of days Valid login na
95. enough then it will display a system warning similar to below screen This is a warning only the system will still allow for the user to use this password If the user wishes to head the warning then they can re type a different password to be able to type in a new stronger password Bic gn oe Paing username chandina Pchandimegi92 168 2701 202 2 peseword terest DP yresevord hee Expires Valid Peseewerd suet Not be s dictaonery word Must comteaio both Alpha sand Numeric characters Must be at least characters long hanging peeaword for user chendine jew UNIX peeesword Retype new UNIX passvord Sorry passwords do not jew UNIX password AD PASSWORD it is toc otype new UNIX paseaeword USER OPTIONS The Users Masterfile is an area where Super Users can control various functions The below screen is accessed from the Users Masterfile Options Users Options 120 E Customer Options Description THIS USER CAN EDIT THE DEBTORS ACCOUNT CONTROL USER CAN OVERRIDE VALIDATION ON DELIVERY DOCKET SUPINY GENERAL CUSTOMS QTY EDIT DEFAULT THIS USER CAN PAY AN IMPORT DECLARATION OVERRIDE MISSING LETTER OF AUTHORITY AT LODGEMENT UPDATE USER LODGEMENT AUTHORITY LEVELS MELBOURNE LLD CONTAINERS REPORT PERTH LLD CONTAINERS REPORT FAILED POD FILE LOAD FROM FIP DIRECTORY RECO REPORT THAT GETS EMAILED EACH NIGHT SYDNEY LLD CONTAINERS REPORT VESSEL ARRIVALS LISTING CHEQUES POSTED DATA UR_CHO
96. ent Event Code Mandatory Blank Event This is the description of the Expedient Event Code N A Blank Description Active Mandatory Import This indicates whether the relationship between the Optional Ticked Expedient Event and the External Event is in use This can be updated by a Super User only If this External Event Code is no longer required to be triggered by the Expedient Event untick this box This is the date the Active tick box was last updated N A Last Updated System Generated 149 Field Name Description Validation Default User This is the user who last updated the tick box N A System Generated Outbound These screens contain the configuration used to export data from Expedient to an external system EVENTS MAPPING ves Outbound Events Mapping EXPEDIENT DEVELOPMENT an of amp w 2 Me i Add Update Delete Find Browse Previous Next Corporate Event Configuration Events Mapping Send events to Corporate System No Directory Path usr ftprobot out events Scan jobs registered in last 10 days Send charges to Corporate System No Directory Path usr ftprobot out ch i Send Job Update Events to Corporate System Yes Imports Directory Path usr ftprobot out dta 7 pop tof 2 OVR The Corporate Event Configuration tab holds the interface settings The Events Mapping tab controls what external code events are generated when Expedient events occur Users can view how Expedient events are
97. ent is linked to Imports or Exports This is the description of the Expedient Event Code External Event This is the Code for the Event used by the External Code Active Last Updated User system This is set up by Expedient Software This indicates whether the relationship between the Expedient Event and the External Event is in use This can be updated by a Super User only If this External Event Code is no longer required to be triggered by the Expedient Event untick this box This is the date the Active tick box was last updated This is the user who last updated the tick box CUSTOMS CHARGES MAPPING Validation Mandatory Mandatory Mandatory N A N A Optional N A N A Default Blank Job Import Blank Blank Ticked System Generated System Generated Custerte Orages Mapgwng EXPEDIENT DEVELOPMENT File View GMA Maint Help s rs q Add Update Delete Find Browse Previo Customs Charges Mapping ICS Charge Code Chage Description External Charge Code 16 05 2013 16 09 2013 16 02013 16 09 2013 Dedaration Processing Charge AQIS Processing Change AQIS Container nange Total Actual Duty This screen controls how External Charges Codes are mapped to Expedient Customs Charge Codes Users can view the mapping Only Super Users can add and make Customs Charge Code mapping Default Blank Validation Mandatory Field Name Description This is the Customs Charge Code ICS
98. eoice EDI Yeu On Acct Amount ED Crodtors Invoices Last Payment Oste 20 05 2015 Adbene the Credter to send the Ineace fe to the following address File Format CS Fle Format oedm Dina grasust itas Creditor s Identifying Reference DEMOON Invoe GST Exchating Consolidate ines with the same Cost Code per Job Consol number No Agolied Exchange Rate Dute of Inecice Bene ciary Address Deteds Beneficary DEMOON PTY Address Une 1 ADORESS LINE 2 Address Une 2 ADORESS LINE 2 Oty 123456 7990174567899 Stme 124567700 Courty AU L AUSTRALIA Aoproved Creditor Service E Ageroval Staha RS Wid T 3105 2016 Payee Instruction Account Reference Acte Yes This is the name of the company in which you are paying This appears on the bank statement This is a free type field for any payment instructions This is your company s account reference at the Creditor This reference will be included on all remittances to this Creditor Creditor Terms This is the number of days in which you have to pay the Creditor The number of days will automatically display in the Creditors Invoice Screen based of this value Account Number This is not used EFT Creditor This displays how the Creditor is paid Credit Card GL This is not used On Acct Amount This is the amount that you have out of balance For example an amount you have overpaid Account Balance This is the amount that you owe the Creditor 15 Validation 356 No 12
99. er Masterfile Read Only field Please see below an example of the document Input Terms Printouts Terms Code LETRECPRE Devtest Logistics Pty Ltd amp ABN 20079 873 626 4 281 Budiey Street EXpedient 9 msxx ei chpoonte DATE 12015 LETTER OF RECOMMENDATION Please be advised that our customs broker is XXXXX who is one of Australia s leading intemational Freight forwarders It would be very helpful to us if the whole shipping process was managed by XXXXX and their partner and to this end we would greatly appreciate it if you would allow their local partner to contact you to introduce their services if thew service offering was suitable to you then this would also be beneficial to us Their partner in your country who will make contact with you to discuss your requirements is DEVTEST Client AALBSHI GEETMALA BUILDING 3RD FLOOR NEXT TO SHAH INDUSTRIAL ESTATE MUMBAI INDIA 400088 INDIA 0296302585 14545121 BUYING AGENT Thank you in advance for your co operation NAME TEST NAME TITLE MANAGER SIGNED COMPANY STAMP 63 QB expedient Auto Reports Selecting this option allows users to view the current reports that are automatically generated for this customer Forwarding Quotes This screen allows users to create single or multiple quotations for a customer or prospective customer i w 2 A q So s lal iat Add Update Delete Find Browse Previous Next Print Multiple Quotes SLK Print Multiple
100. esssreresssrerossererosserreossteressererosseeeesseeeeeseeeressenee 165 QB expedient ADMINISTRATION INTRODUCTION perform the Registration Accounting and Banking functions F Xpedient software contains a series of Master files which store various information needed to The administration menu is found in the Main Menu see below a Administration m g g g gt E gt gt a Customer Mastertile Suppliers Mastertile Delivery Addresses Customer Personnel Document Register Masterfile Country Code Masterfile OS Currency Rates Masterfile OS Currency Mastertfile Alpha Charge Code Mastertile ISO Port Codes Mastertfile Vessels Mastertile Airline Enquiry Import Job Milestones Export Job Milestones Customer Milestone Exemptions Complete Job Milestones Region Code Mastertfile Company Details Menu Corporate Interface Customer Merge Menu Administration Reports 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 Company Type Debtor Creditor Importer Yes Yes Yes Agent Yes Forwarder Yes Ship Co Yes Carrier Yes Exporter Yes Broker Yes Overseas Yes To access the Customer Masterfile from the Administration Menu select Customer Masterrfile Once you have entered this screen you will be present
101. h subscription the site has linked with Expedient UR_CONS_UPD Controls whether a user receives the Consol Updates Report This report display those consols where the ETA has been updated by Expedient based on the Vessel Arrival Dates Changes from 1 Stop UR_EXPCONS Controls whether a user receives the Export Consol Updates Report This report displays those Consols where the ETD has been updated by Expedient based on the Vessel Departure and Cut Off Dates from One Stop UR_EXPJOB Controls whether a user receives the Export Job Updates Report This report displays those Jobs where the ETD has been updated by Expedient based on the Vessel Departure and Cut Off Dates from One Stop UR_JOB_UPD Controls whether a user receives the Import Job Updates Report This report displays those Jobs where the ETA has been updated by Expedient based on the Vessel Arrival Dates from One Stop Jobs updated with an Actual date of Arrival in the past will not be shown on the report UR_TSHIP_UPD Controls whether a user receives the Transhipments Report This report displays those Jobs where Expedient has updated the Vessel from Transhipment to the actual Vessel based off the On Board Vessel Event from One Stop ACCOUNTING MODULE DB_ACCT_CTRL Controls whether a user can edit the account N A control field This field controls whether users can create invoices for that customer Setting it to 1 will stop all invoices being created for that custome
102. hat corresponds with the Original Client in the Suppliers Masterfile Name Description associated with the Supplier Code entered above CCID Customs Code that corresponds with the Client Supplier in the Suppliers Masterfile Supplier Supplier Code that corresponds with the Merge Client in the Suppliers Masterfile Name Description associated with the Supplier Code entered above CCID Customs Code from the Suppliers Masterfile Please see below example of the Report Formats CSV amp Report Ongimet Code AAERINT Merge Code AACTSTA Supplier Neme cco Contlet Suppher Name coo HARSIMP HARSHA MAPEX CEG746SI34Y QOLTD C20 LTO LCLLOG LCL LOGISTIX INOLA PTY LTD 1020722 SANDLER AG COGIGEMIISH OALTSHA ALTO SHAAM INTLING FST CUSTOM Same Supplier code with different COID 1033300 SBA HEBER WES FR SAS COPI9NS 7701 SUPPUERI Supi TST CUSTOM CODE Different Supplier code with same COD GUANGZHOU GUANGZHOU KINJUN TRADING CO COTEST OALTSHA ALTO SHAAM INTL INC TST CUSTOM CODE SUPPLIER SUPI 163 Suppliers For Merce Or ina rode AACTSTA Merge Coce VBUNGRO plies it CTI Supi e Kang cc O70 1270 PELEMA ELE LANKA PVT T WE 99 07 ANDLE AL CG3694 333 SI THOT TRA HOLDINGS 1033 C BBA FIBERXWEB FR SAS coer 39eo7 7 r AN HO A gU INJU ADIM ESI IALTSHA ALTO SHAAM IWTL nc TST CUSTOM SUPPLIERISUPL Administration Report Log User This CSV report lists activities by Users filtering on Date Branch and User The report is lim
103. he 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 Customer Masterfile and will only be enabled if the Exporter YES Client Options This screen lists options that can provide additional functionality for this client 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 downloaded charges Order Tracking Customer Parameters Available only where the Order Tracking module is activate this option is used to set up the Customer for Order Tracking Please see the Order Tracking manual for more details 54 O EXpedient Creditor Enquiry Accounting Module Only From the Customer Masterfile toolbar it is possible to view what the Creditor is owed split by Aged Amounts see below J bp Find Browse Prevous Next Credtor Query Creditor Details Code 2NDWOR Name 2NDS WORLD Local OverSeas Loca Corkact Phone 0295977822 On Account Amount Fax 0295907790 Query Ageing Current 55 QB expedient Debtor Query Accounting Module Only From the Customer Masterfile toolbar it is possible to view what the Debtor owes split by Aged Amounts see below 4 gt Fe Fe Add Update Delete Find Browse Previous Next View Total Items View Open Items View All Invoices
104. he person responsible for the Export Air Site Optional Blank Company Officer Visual ID of Did the Customer Staff visit the Shipper s premises and Optional Blank Shipper Verified site the shipment before exporting by Staff Staff Visited ID The Username of the Staff who visited the Shippers Optional Blank premises and sited the shipments Date ID Verified The Date the Site was visited and Shipment sited before Optional Blank exporting Letter Sent Date What Date was the RACA Undertaking Form sent Optional Blank Expiry Date What date does the Aviation Security clearance Expire Optional Blank This field is automatically populated under 2 conditions e 2 years from the Letter Sent Date e 5 years from the Date ID Verified This date can be used to automatically set the Regulated Client Status to No when the Expiry Date has passed Active Is the Customer Active with Export Air Security Optional Blank Job No 1 This field is used under the following conditions Optional Blank e Held Shipments e First Shipments e Sited Shipments 22 Field Name Description Validation Default Job No 2 This field is used under the following conditions Optional Blank e Held Shipments e First Shipments e Sited Shipments Job No 3 This field is used under the following conditions Optional Blank e Held Shipments e First Shipments e Sited Shipments Comments Any comments added that relate to the Job No1 2and3 Optional Blank fields Forwarder C
105. his matches the period AU Customs continue to accept the code in Import and Export Entries Functions This is a list of the transport modes at the site N A N A You can receive a list of the port codes updated by the UN file by ticking the UR_PORT_LOAD option in User Options in the User Masterfile You will receive an email with a CSV report listing the ports 82 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 Before adding any data in here the related Chart of Accounts need to be added first Maintenance Screen For Alphs Codes EXPEDIENT DEVTEST Se g t x 2 i gs re J 3 Add Update Delete Find Browse Previous Next Print Alpha Code List Alpha Codes Note For Charge Codes billing out or paying out ensure you add the related Chart of Accounts in GL MENU FIRST Alpha Code DU Account No 2300 amp DUTY GST AND CUSTOMS FEES GST Percentage 0 000 1 of 250 Customer Groups This screen holds the group names and descriptions for the Customer Groups Clients can be assigned to Import Export and Transport Customer Groups in the Customer Masterfile This information is used in Job Tracking queries and reports Customer Group Masterfle EXPEDIENT DEVTEST B XA db Add Update Delete Find Browse Previous Next File Customer
106. ient Enter a client code or leave blank to report on all Optional Exporters Use to search for a Client Code Expiry Date Enter the Expiry Date you are reporting on This date will Optional match the Expiry Date in the Aviation Security tab in the Customer Masterfile for the Exporters Regulated Report on Regulated Clients or Unregulated Clients This Optional Client Status field matches to the Regulated Client Status in the Aviation Security tab Security Use this field to find contacts in specific states Optional Blank Contact Phone State Use this field to find Clients in specific states Optional Blank ere Tenes CTL DA 75 O EX ped Ien tw nt Country Code Masterfile This Masterfile lists all the ISO Country Codes in Expedient along with their Currency File View Options GMA Maint Help x ja X an eu lv ir bs Add Update Delete Find Browse Previous Next Notes Print Country Code Listing Country Masterfile ISO Code HK amp Country Name HONG KONG Currency HKD amp Preference Scheme Type GEN Region Name EASTERN ASIA Field Name Description Validation Default ISO Code Enter the ISO Country Code Mandatory Blank Use the Zoom attached to select from the ISO Code List Country Name Country Name of the ISO Code Mandatory Blank This field will auto populate when selecting an ISO Code The Name of the Country can be changed if necessary Currency Currency associated with the ISO Country Code Mandatory Blan
107. iew and updates some of the information on ISO Local Codes This information is loaded nightly from the United Nations OO S 50 Bort Code Mattertile EXPELRENT DEVTEST sift gs i RS i d b Ado Update elete Find Browse Previous Next ISO Poet Code Masterlile 150 Cade ADALY ATA Cade ALJ Place Name ANDORRA LA VELLAI Country Code AD Country Name ANDORRA Sate Cade Status Adopted by international organisation USE DEHAM Expiry Date 22 12 2014 hia Functions Road Multimodal Airport Modified by HELEN STAPELY On 23 12 2014 ma t of 176 Field Name Description Validation Default ISO Code This is the ISO Local Code which has five characters N A N A IATA Code This is the code used by IATA to identify the airport at Optional N A this site This can be updated at your site if the correct IATA code has not been provided by UN Place Name This is the standardized place name advised by the UN Mandatory N A This can be updated if required Country Code This is the two letter ISO Country Code N A N A Country Name This is the standardized country name associated with N A N A the Country Code State This is the state code N A N A Code Status This is the current status of the code as advised by the N A UN Ifthe UN advises that the code is going to be removed they may provide the correct port code to use Expiry Date This is the date the port code will be removed This is 6 months after the UN advise the code has been removed T
108. if a currency is selected 21 Default Available Date Blank Blank Blank Field Name Description Validation Default Aviation Security To become a regulated Client for Export Air Freight a RACA Undertaking Form is sent to the client to be completed and shipments are sited at the Shipper s premises before the cargo can be exported Report on these details using the Aviation Security Report BB Gere wanane PENT noT OF CO fie Ver Optom GHA Mant Help ova r q e 4 t Pi r a Ad Updvte Delete Field Browse Praias Ned Persone Detivery Adivesses Notes Doce ieat Coton Genera Debtor Creditor Importer Aviation Securty Forwarder Canter Sokor Depot Terminal Sonded Warehouse Shipping Line Configuration DHL Options Castomer Reterences Securty Details Seow tty Contact Information Authorised Company Office FIRST Phone LELPeetaaitiiitil Fax JIMIN Visual ID of Shipper Verified by Stat No Address Steff Verified O tain Doe ID Verified OLOSI mi FIRST LANL Letter Sort Cate 12 07 2015 tu Expiry Date PLOGOWIS H City MANKULLOOF Aive Aivo Postada 005 b Noi 30000 lob No 3001000 bNo 3 2004000 Email Commons FINST COMMENT Last Update Details Forwarder Details isername helens Date 20 07 7055 5 Forwarter Code FALHEL 4 Name PALPI HELAL ESTABLISHMENT Knows Shipper With Forwarder No Written Statement Fron Forwarder Held on File No Regutated Client information Regulation Type Requlsted Client Statys No Authorised Who is t
109. il document during the batch process Address Payments This is the selected payments account Click on the Q Optional Bank Account to select from the list of accounts Receipts This is the selected receipts account Click on the Q to Optional Bank Account select from the list of accounts Dept This is the Department Code that is associated to this Mandatory Blank branch Branch This is the branch code relating to this department Mandatory Blank I E This is Import or Export Mandatory Blank Mode This is Sea or Air Mandatory Blank Additional Information IATA Code This is the IATA code for the branch Optional Blank NAWB This is the designated branch printer for the Neutral Air Optional Printer Way Bill Label Printer This is the designated branch printer for the labels Optional Name Label Printer This is the type of label printer at the branch Optional Type Payments This is the paying out bank account for the branch Optional Bank Account Receipts This is the paying in bank account for the branch Optional Bank Account Uses Bins This shows if the branch OWN Air Cargo Warehouse has Mandatory Bin Locations This will affect check in and check out of the Air Cargo Warehouse Uses This shows if the branch OWN Air Cargo Warehouse uses Mandatory Scanning scanners to check in and check out air cargo 113 Field Name Check Customs Status and update Bins on Deliver Docket print Auto Delivery Printer Description This deter
110. ing the quotations for reference purposes Approved Setting this to yes will make a quotation into an active Mandatory Blank rate and vice versa Allow Global Setting this will allow for this quote rate to be updated Mandatory Updates via the Multiple Rate Update Screen Effective This is when the quotation begins Optional From 64 Field Name Description Validation Default Expiry Date This is when the quotation is no longer valid Optional Blank CAF This is either a percentage of dollar figure of CAF Optional Blank BAF This is either a percentage of dollar figure of BAF Optional Blank Code This is the Charge Code This data comes form the Rate Mandatory Blank Account Codes Masterfile Cur This is the Currency in which the quotation will print in Mandatory Blank Method This is the quotation method of the charge line item Mandatory Blank Options are Minimum Basic Per Once Off Zones Invoice Kilograms Value This is the value of the charge line amount This is only Mandatory Blank applicable for the following Methods Basic Minimum One Off Kilograms Per Unit This value to charge per unit against the line item This is Mandatory Blank only applicable for the following Methods Per Kilograms This is a note against each line item which prints on the Optional quotation Print Multiple Quotes This option allows users to print multiple quotations for the same customer at once Clicking the Multiple Quotes button will displa
111. int Note Logging This screen provides a report on notes attached to the client masterfile This is available from the Options menu in the Client Maintenance screen Attachments This option opens a browse screen to find documents for attachment This is available from the Options menu in the Client Maintenance screen 49 Register Client in ICS From the Customer Masterfile it is possible to send information to Customs 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 Screen ee ee ICS Cien Applicaton EXPEDIENT DEVELOPMENT v q amp Tr Add Update Delete Find Browse Previous Next Submit ICS Cient Application CLREG Doc No 2 Client DEMCON Q TEST ONLY CUSTOMER Supplier Q Type Organisation ICS Role Supplier Business Client Information Business Narre Business Client Address Address Type Business Address Address Line 1 281 BUCKLEY STREET Address Line 2 Town Suburb ESSENDON Post Code 3040 State VIC Contact Details Contact Name PETER WILLIAMS Address Type Evidence Ind Document issue Country lof 6 50 Submission Being Submitted Sender Ref 2 Send Date 06 07 2011 ue User oap Country AU Title Purpose DIRECTOR S EXDOC User Test Mode 1 QB Expedient ICS EDI CCID SUBMISSION PROCESS Input ICS EDI Registration Data Submit Client Registration Update Fix
112. is customer Revising milestones will recreate the milestones but preserve any completed or not applicable updates that have been made by the user to milestones that did not change The following screen will be displayed Additional Criteria Customer Code AARTST D From al To pra Registration From Optional but either this or the ETA date and To Dates range must be entered ETD From and To Optional but either this or the Dates Registration date range must be entered A limit of 120 days on the date range is applied 103 Copy This option allows you to copy the currently displayed set of milestones When selecting Customer this option you will be required to enter the new Customer and Job Milestone profile Milestones information New Customer Export Job Milestone Group Customer OO Ao Dept T Job Type o Mode Type y Container Class 104 Customer Export and Domestic Milestone Exemptions QB expedient To exempt some milestones from export and domestic jobs by customer use the Customer Export Exemptions screen fm View GMA Maint Help vv a ES t 4 b Update Deste Find Browse Previous Next Milestone Exemption Details Client Code AANTSTO A DEVTEST Client AARTSTO Dept job Type Mode Type Container Class Milestone SEAFREIGHT LCL FAK E INVOICE RAISED TO CUSTOMER Dap To enter a customer exemption e Select F ind from the Toolbar e Enter or select a
113. is is used for Unit or Level information If there is no level or unit then leave this blank E g Unit 52 Level 1 If you leave this blank the Street Address will populate automatically This is the second line of the billing address This is generally the actually address E g 1 Smith Road This is the city You can click on the zoom which will allow you to select a city state or zip code from the Australia Post listings Once you have selected a city then the City State Postcode will populate into the main screen This is the state You can click on the zoom Q which will allow you to select a city state or zip code from the Australia Post listings Once you have selected a state then the City State Postcode will populate into the main screen This is the postcode You can click on the zoom which will allow you to select a city state or zip code from the Australia Post listings Once you have selected a postcode then the City State Postcode will populate into the main screen This is the Country of the Billing Address This is the primary email of the entity This is the website of the entity Validation Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Optional Default Blank Blank Blank Blank Blank Blank Blank Blank Blank Blank Field Name Company Type Own Company Branch Overseas Description Th
114. is is the type of entity You can select multiple types for the one entity Once you select each company type the associated tab will appear where applicable for you to enter the related information See below Company Type Debtor Creditor Importer Agent Forwarder Ship Co Carrier Exporter Broker Depot Terminal Bond W H Overseas ee ee ek dk This describes if this is your company This is used for billing purposes in the Job Registration process In the Import Registration screens in the Broker Code and Forwarder Code field if these are set to your company then the system will allow you to prepare the related charges Customs Forwarding or Both This is also used in Jobs Reporting splitting Customs and Forwarding Shipments This relates to which branch the Own Company code relates to This is used for pre populating the Forwarder Code in the Import Job Registration from the Consol Screen based off the user s Branch It links their branch with Own Company Y and the matching branch This refers to whether the entity is an overseas based company Validation Default Optional Blank Optional Conditional Optional No Field Name Description Validation Default Debtor he FH a eH a T a ia Cirt Merterencs ORIENT DEVILOASEN 4 x A HoA J b la Ww i it Add Update Date Find Browse Previous Nest Pesoisel Divers Addresees Notes Docs Debtor Enquiry Oedior Engury Sates Profile
115. ise Registered Jobs 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 will revise the job milestones for all jobs that match the job profile of the currently displayed set of milestones for this customer Revising milestones will recreate the milestones but preserve any completed or not applicable updates that have been made by the user to milestones that did not change The following screen will be displayed Additional Criteria CustomerCodeJADIADES Registration From To ma ETA From a To m Cancel Enter from Registration date Registration From Optional but either this or the ETA date and To Dates range must be entered ETA From and To Optional but either this or the Dates Registration date range must be entered A limit of 120 days on the date range is applied 90 QB expedient Copy This option allows you to copy the currently displayed set of milestones When selecting Customer this option you will be required to enter the new Customer and Job Milestone profile Milestones information New Customer Import Job Milestone Group Customer QQ Dept Job Type Mode Type Container Class Cancel 91 O EXpedient software Customer Import Milestone
116. isplayed Additional Criteria Customer Code ne Registration From l To l ETD From w o Cancel Registration From Optional but either this or the ETA date and To Dates range must be entered ETD From and To Optional but either this or the Dates Registration date range must be entered A limit of 120 days on the date range is applied 100 expedient Copy This option allows you to copy the currently displayed set of milestones When selecting Customer this option you will be required to enter the new Customer Code Milestones New Customer Export Job Milestone Group Copy This option allows you to copy the currently displayed set of milestones When selecting Milestones this option you will be required to enter the new Job Milestone profile information amp New import Jab Milestone Group lo ae New Import Job Milestone Group i Dept A Job Type Mode Type A Container Class gt T Gees i oeoo o O e E 101 Customer Export and Domestic Milestones Export Job or Domestic Job milestones that are specific to a customer can be defined on this screen Customer specific milestones are searched first to find a match for the job profile before going back to the export job or domestic job milestone set up The milestone selection rules as defined below are the same for customer specific milestones and job milestones Canoe Deport kb Mliios Set Lip EXPETEENT DEVTEST 4 Pa
117. ited to find activities within the last year Please note the following e The number of Supplier Shipper Invoice lines is based on the number of lines currently on the Supplier or Shipper Invoice the User created e The count of Import Declarations is based on the number of successfully submitted entries e The count of the EDNs is based on the number of successfully submitted EDNs Sample CSV output Leg Veer Report CoV Uele amp Tiree 25 02 eer Deparment of N ire 3 lupe tte cur Fperra Ure Created npon Dectestiom Crested Epor cte Crested Shippers anost Crested Shippers inva weber Vrs waters VS wher Vu wher Vy Client Event Enquiry This option allows you to view details of events at client level e g Batch Sent End of Month Statements a taav Saach Aha Evert Date canoe from 2608 2014 w to TAOTO r Ciert Coda Dient Evert Code BSTA BATCH SEND ENO OF MONTH STATEMENT Rete ena Leet egret Hurts tweet Dye Chemi Core LCiompmy Nene Ciim Eves Cote Desyipami Hot ererer Larn Hch OPRIM AALESMI DPYTEST Ghent AALESMI STA BATCH SEND END OF MONTH STATEMENT OL 2015 HELEN STA 4 SOND AALBSHI MVTEST Chet AALGA O TA HATCH SEND FAD OF MONTH STATEMENT Of ATS HREN STAR j 20204 AALSSHI DEVTEST Client AALESGHI STA BATCH SEND END OF MONTH STATEMENT OL JOL HELEN STA DVN AULS AAL WVTEST Chemi AALA II WIA HATLI SEND ONO OF MONTH STATEMENT 1 AOL ANIA jh PDL BaAntTsTy PVTPST COn AATE ATA RATH TAN FAD OF MAW STATEMENT i y
118. k Use the Zoom attached to select from the Currency Code List Preference Preference Scheme associated with the Country This Mandatory Blank Scheme Type information is provided by Customs Use the Zoom attached to select from the list of Codes Region Name This information is retrieved from the Region Code Region Code Masterfile Masterfile Read Only field Vessels Masterfile The Vessel s Masterfile holds all of the Vessel information and the most recent 1 Stop or Lloyds DCN Vessel Arrival Information 1 Stop Vessel Masterfile The 1 stop Vessels information covers both import arrivals and export departure information See below for the information that is retrieved from 1 Stop 76 e Wee birden md Faty oeer POLDEN DEA OPMENT e ra i 9 Add Update Delete Find Growse Peoi Nof Vessel Arrivals Vessels Report laos wal Vessel Cado ANDWAN Name of Vess ANI WANGARATTAI2 450788112145 F901 12233 Umyte No 9294167 IN Voyage ID 0005 First Port ALIMEL Dato of Arrival ist Port 14 10 7004 ais Shipping Co ANL CONTAINER LINE C Ottetieets Arrival Dates AP Ports Prvt Yoy IN Estiorugtest Estin Voy OUT ETO First Aval Fut Avel Firat hee Fyt Sota Actud Adua Actua Actual Arrival Arreval Date Tim Date Fras Artival Arrival Denture wp Date Time Tune Dre Tims Dote Time AJUMA 0505 141001 153 16I 151020 23 INIAN 1 124 144 ALISYD EOS 17 10 7914 i200 GOON 1G iGVIOI4 18 10 7014 i400 22 10 7014 A
119. lect an option from the pull down list 26 Field Name How do we send the data Carrier Email Address IP Address User Name Password Directory Path How to we receive the carrier s update file Email Address IP Address Description This indicates how you send the EDI files to the Carrier Select an option from the pull down list Depending on the method used different fields will appear requiring entry Enter the Carrier email address to send EDI transport instructions to the Carrier by Email Enter the IP address to send EDI transport instructions by FTP to the Carrier Enter the username to send EDI transport instructions by FTP to the Carrier Enter the password to send EDI transport instructions by FTP to the Carrier Enter the Directory Path to send EDI transport instructions by FTP or by Write File to Server to the Carrier This indicates how you receive the carriers updates to your transport request Enter the email address to receiving EDI transport updates from the Carrier by Email The email address will be set by Expedient Software Enter the IP address to receive EDI transport updates by FTP from the Carrier 27 Validation Mandatory Conditional on Send Data selection Conditional on Send Data selection Conditional on Send Data selection Conditional on Send Data selection Conditional on Send Data selection Optional Conditional on Receiv
120. lier Code Use the Q to select a Supplier code from the list of Suppliers already associated with the Customer or click on in the Supplier Code zoom window to select a Supplier to create a new relationship with the Customer The Supplier must have the same CCID Customs Code number Supplier Name This is the full business name for the selected Supplier CCID Customs Code Confirmed Action Reference Modified By This the Customs Reference for the Supplier Select Yes from the pull down list to add the merge to the next overnight merge process This will default to Merge if there is already a link between the Customer and the Master Supplier If the link is to be created the Action flag will show Rename This is the reference number for the merge in the queue of Suppliers to be merged This is the user who last update the merge or rename instruction This is the date the merge or rename instruction was last updated 161 Validation Optional Optional N A Default Supplier Masterfile Supplier Masterfile System Generated System Generated System Generated O EXped Ien nt Supplier Check Report This report allows users to view existing Client Supplier combinations that are setup in the Supplier s Masterfile for clients that you would like to merge Merge Menu Input Customers To Merge Input Customer Merge Tables Input Suppliers To Merge Input Supplier Merge Tables Supplier Check
121. me Select from zoom Users Masterfile Select from the pull down list the type of user Cherry Pick Yes or No Allow Can the user pick jobs out of sequence from ascending ETA for this group and role Definition of Milestone Categories The below Information is controlled by Expedient Software Staff The below Milestone Categories are set at company level ROCAL General Codes loc_codelist e 7 Code Set Description DEFAIRUBM AIR UNDERBOND ESTAB DEFSEAUBM SEA UNDERBOND ESTAB DGFORM DANGEROUS GOODS FORM IMPITCAT IMPORT MILESTONE CATEGORY LOCODES LEC ONESTMAIL VESSEL FILE MAIL RECIPIENTS ORDGOODS ORDERED GOODS CATEGORY RATEUPD RATE UPDATES RATE_CODE RATES SYSTEM CODES RT_NOGLOB RATES NO GLOBAL UPDATES CLIENTS RT_ORD_A RATE SYSTEM ORDER AIR Code Set Description BILLING BROKER CLASSIFICATION DATA ENTRY REGISTRATION CLERK TRANSPORT CUSTOMER SERVICE BILLING TRANSPORT BROKER TRANSPORT Fag 2 w Camo Dw p RT_ORD_C RATE SYSTEM ORDER CUSTOMS RT_ORD_S RATE SYSTEM ORDER SEA SALESCATG CUSTOMER SALES CATEGORY SCANSYS BRANCHES WITH SCANNERS USER_ROLE WORK FLOW USER ROLES APAWBACCT EXPORT AIR WAYBILL ACCT CODES 95 O EXpedient software Definition of User roles for Import Work Flow The below Information is controlled by Expedient Software Staff The below User Roles are set at company level G LOCAL General Codes loc codel Key DEFAIRUBM DEFSEAUBM DGFORM IMPJTCAT LCCODES ONE
122. me of the Importer s Bank BSB Number to make Optional Blank Customs EFT payments from Account No The name of the Importer s Bank Account Number to Optional Blank make Customs EFT payments from Swift Code The name of the Importer s Bank Swift Code to make Optional Blank Customs EFT payments from ABA Number The name of the Importer s Bank ABA Number to make Optional Blank Customs EFT payments from Automatic Check In Notification Broker Contacts Email Address Add the email address for the Broker Contact who should Optional Blank receive the automated notification of Cargo Availability for this Importer Click on IQ to view the contacts stored for the default Broker Recipient Name Add the Broker contact name who will receive the Optional Blank notifications Destination Port Enter the destination port the Broker contact is Optional Blank associated or leave blank Demurrage Terms This indicates whether the Importer has special agreed Mandatory demurrage terms with a shipping line that that take priority when calculating the Demurrage Start Date for imported containers If the question is answered Yes the following Demurrage Table columns will appear Shipping Line Mandatory Blank Code This is the code for the Shipping Lines Use the ZOOM to select a Shipping Line The full name of the Shipping Line will be shown in the next column Number of Free This is the number of free days the client has agreed with Mandatory Blank Days
123. ment Regeoter Report F Report Criteria Valid From 26 05 2014 64 To 26 05 2014 eta Client Q Supplier Q Active Yes og Document Type AO A AUSTRALIAN QUARANTINE IMPORT PE Print Notes Yes Report Progress Document Register Report Output to arch prints 1 13346 1 ADM_DOC REG 13346_1 out OK cone Euter 6 Document Type code TA Devtest Logistics Pty Ltd AON 20079 CIS JEI Rectory Sree fseerder VC 1948 gt t lt 8 9 ROTO Expedient SSIS Document Register Report ered ty ELEN ETaFRELY Mowe O78 73 QB Expedient Document Register Masterfile The types of documents available within the Client Document Register are maintained in the Administration gt Document Register Masterfile screen SB Gucument Reguter Mactertie EXPEDIENT OFVELOOMENT File View GMA Maint Help ea 5 q Aa Update Oelete Find Browse Previous Next Document Register Masterfile Document Type Document Type Description Active Last Modified by Code AUSTRALIAN CUSTOMS IMPORT PERMIT ANNUAL ACCEPTANCE OF LIABILITY AUSTRALIAN QUARANTINE IMPORT PERMIT ARPANSA RADIOACTIVE PERMITS APPROVED SUB CONTRACTOR AGREEMENT AUSTRALIAN TAX OFFICE AVIATION SECURITY CHEMICAL CLASSIFICATION INFORMATION CONSIGNEE CUSTOMER PROFILE COMPANY CORRESPONDENCE APPROVED SUB CONTRACT OR CHECK LIST CLIENT CREDIT OUSTOMER APPLICATIONS CREDITOR TERMS APPLICATIONS CLIENT SERVICE AGREEMENT CONTROLLED SUBSTANCES LICENCE CREDITOR ST
124. mines if the branch OWN Air Cargo Warehouse bins are updated by printing Delivery Dockets where the branch does not use Scanners This would normally be set to No of the branch prints the Warehouse Release document to check out Air Cargo This is the branch automatic delivery printer 114 Validation Default Mandatory Optional 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 QB expedient The screen shot below allows you to add new users This screen also allows you to modify existing users This screen User Masterfile User Information Login Name Full Name E mail Branch Direct Phone Customs Printer Style Manager is found in test999 TEST USER 999 petal expedientsoftware com au Devtest Logistics VIC Default Accreditations amp Expiry Dates ICS Broker No Lodgement Authority Payment Restriction AQIS No Dangerous Goods Aviation Security Modify History Last Modified By TEST 102 Field Name User ID Login Name Full Name Description This is the unique number assigned to the user generated by the System This is the user s login name which they will use each time they log in to Expedient Express This is usually their email address This is the user s full name This is used i
125. n 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 SYSTEM MESSAGE s This dient does not have a Letter of Authority 4 in the Document Register Please refer this to your Customs Representative This check will be made when jobs are added in the Import Job Registration screen when the Copy Job function is used and when Jobs are created from EDI Manifests Preferred Carrier 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 Client Maintenance screen Please Note The Carrier Information will only be populated if a Delivery Address has been added for the Customer i i veces a I Client DEMCON DEMONSTRATION COMPANY NAME Carrier Type imou Export Carries Port Carrier Carries Comments Job Categury jab Category Description AREAK AUIL Import ADYDIS ALIME MEL SREAKHULK CARRIER NOTES BREAK BULK Import TI AUSYD SYD GREAKBULEK CARRIER NOTES I Update Ext 40 Field Name Carrier Type Port Description This is the Customer Code and Name carried across from the Customer Masterfile This identifies the type
126. n reporting and for logging of who does what within the system This is the user s email address This is used for sending User ID Active Super User Opt out of email Blind Copy on 07 08 2015 nea Validation No Entry Mandatory Mandatory Mandatory requested documents to the user like Customs Entries This is the location of the user This is used for statistical 115 Mandatory 211 Yes No p No Default Blank Blank Blank Blank Blank Field Name Description Validation Default reporting and client facing document Department This is the department in which the user belongs to This Optional Blank is used in statistical reporting Direct Phone This is the direct phone number of the user this assists Optional Blank in internal communication of users and is used in notification reporting Customs This is the default printer for customs Optional Blank Printer Active This indicates if the user is a current employee Thiscan Mandatory Yes only be updated by a Super User Super User This defines the users access settings and privileges A Mandatory No Super User can restrict users menu and or program user access for both Super Users and Normal Users This field can only be updated by a Super User Style This set the colour in which each screen is displayed Optional Default Opt out of This flag is used by the Print Menu screen to send the Optional Blank Blin
127. nsenranasecauksnegensentnasurenepnangacadeeasasiwscneaaveasietedeoenteaissuciteods 139 iner County WVIGIN TON GAC E sooren s nn ERES e TEAT O AEAEE N EONAR E EES ARETE ENS EERS 141 COPO E TE naa E EEE A E E E A EE A A 144 MOGUNE A E EEA EE A E TE E A oe eee 144 Auto INVOICE ACIMIN cccccsseccccensccccencecceeseccssneeesseeeeeseseeeesaneeessaeeeesaueeessaaeeessaeeeseaeeesauueeessaeessauseeseueeesaaecessanseesaas 144 View Downloaded INVOICES seccccccaesseceeceesseceeccaeseeeceaeaeceeeeeeseeeeeseeseceeeaeeseeeeesaaseceessaessceessauaseeessaaasceeseagaeeeesaaees 144 View Downloaded Export INVOICES vcsiciveiccccisvesedecvastoncsnasinadsunsiuesacenseaeewssdesaannreag oecanbeassawesiedavsarenpsaueabenetabeanvaidenvateatens 145 Weye o flee FE a ne ter Renee ne erence Ber oer E nnn ete nee nee at en ee ee ee eae ee a nae ee nce eee 146 Container Code Cross Reference AU Only nn ccinccaosraeccenasaasatwatanatasaaannaifsaetnvatteaabaanfanseunstiacctwataneteaniansatealtaneiumstnaniaes 146 impon Depar ment Wid DOING creeren i EEE ERE EEEE EIEN 146 Pack Type Cross RETTENE urresuene arandia ae E O EE EEA AEE E EEEE EEEE EEAS 147 EDI JOBS IAE a SV a A aren e a T E E E sneadonaianchpeodnas 148 EE OREP DE araa E A EA E AA A E EA A E E AA 149 DOUG BEEP EAEE A E T TEA E E A AAT A E T E A A AEA E T A E E A T 150 EVE 9 og 2 8 6 9 eee eee e E EE T E T E EE TEO EE TE EOE E ONTE 150 Customs CHargeS Map PINE araiarraren O E E EE OE 151 Antolor ward DOCU
128. ode Who is the regular forwarder and associated Name Optional Blank Known Shipper Does the Forwarder know the Shipper Optional Blank with Forwarder Written Does the Forwarder have a document ensuring aviation Optional Blank Statement from security is cleared Forwarder Held on File Regulation Type Select how the Export was given Regulated Status from Optional Blank the pull down list Regulated Client The Aviation Security process has been completed and Optional Blank Status the Shipper is Security Cleared This flag can be automatically set to No when the Expiry Date passes Security Contact Contact details of the Shipper Optional Blank Information Last Update The Username Date and Time fields are amended when Read Only Details any field on the Aviation Security Tab is updated fields Forwarder Bank Det Master Agent Usual Unpack Depot E Forwarder Note Air Cargo EstID Preferred Agent Master Agent Enter the Master Agent of the Forwarder Optional Blank 23 Field Name Description Validation Default Usual Unpack This is the name of the depot in which this forwarder Optional Blank Depot usually uses Forwarder Note Any notes that are useful for this forwarder Optional Blank Air Cargo EstID Optional Blank Preferred Agent This describes whether this Forwarder is used for Air Sea Optional Blank or both Carrier This tab is only visible when the customer is identified as a Carrier in the General Tab This tab c
129. of job the carrier is associated with Select a type from the pull down list This identifies the Destination Port the Preferred Carrier is associated with Leave blank to assign the carrier to all destination ports Import Export This indicates with the carrier is associated with imports or exports Carrier Carrier Job Category Comments This is the code for the Carrier Use active carriers Access to this field is conditional on whether the Carrier type is FCL AIR or LCL and the Carrier EDI module is active Select a Job Category from the pull down list A description for the selected carrier type will be displayed Comments for this Carrier 41 Validation Mandatory Optional Optional Conditional on Carrier Type Conditional on Carrier Type Conditional on Carrier Type Optional Default Customer Masterfile Delivery Addresses Multiple delivery addresses for the Customer This option is available from the toolbar button and from the Options menu in the Client Maintenance screen QB expedient These addresses are used within the Job registration screen and the Export Delivery Docket Screen The default address will automatically populate when a Job is registered for that Customer This address will also populate in the Nature 10 20 Screen The delivery addresses are able to be changed based on this Masterfile and or a free type address which will print on the Import Delivery Docket See B
130. of the menu available to the user when they log in Use the Toggle F1 button or press F1 to Show or Hide each folder in the menu Open the folder to see the options inside the folder and use the Toggle F1 button or press F1 to Show or Hide each option For example the user below can access the Manifest EDI folder but they cannot see the Agent Mapping and Import Department Mapping options 124 KS tek esi User User Information User helens2 All Mena Options Users View Menu 42 Administration t3 Rates E Air import Forwarding i Sea Import Forwarding O Master Holding S Manifest EDI House Holding ae Master Holding House Holding D Sea Import Consol Registration E Import Job Registration ud Sea Cargo Reporting t3 Sea Cargo Reporting ua Freight Forwarding Reports E Freight Forwarding Reports E Import Sea Notifications ES Import Sea Notifications LS Air Export Forwarding ka Air Export Forwarding gt ke Sea Export Forwarding t Sea Export Forwarding ka Sea Cargo Depot E Sea Cargo Depot ES Domestic Freight ia Domestic Freight iS Container Management System kal Container Management System Show ke Automatic Reports t Automatic Reports Show tal GST Programs E GST Programs Show E End of Period Reports E End of Period Reports Show E Sundry ba Sundry Show ka Workflow gt ke Workflow Show ba Web Portal oe EEE Cancel Toggle F1 Enable AH F2 The window on the right au
131. on about your company See below screen Y s k s lt b Add Update Delete Find Browse Previous Next Company Details t Company Information Company Name GAVIN MILLMAN amp ASSOC AUST Sub Name Testing ABN 20079873626 Entity ID 1 Company Color Oustom Blue 5 E Google Map API Key Contact Information Address Line 1 a Address Line 2 111 JONES STREET Suburb SMITHVILLE State VIC Post Code 3207 l Phone 0396664444 Country AUSTRALIA Fax 022454987454 Website www gmaaust com au Important Dates Oldest Date 01 07 2012 fi Oldest Journal Date 02 02 2011 HA Number of Days after Job Registration 540 Enforce that Creditors Invoices can be added Regulated Agent 109 20 w RACA Expiry Date 2 29 2019 Company Logo 1 of 1 OV Field Name Description Validation Default Company This is the name of your Company Mandatory Name ABN No This is the unique Australian Business Number Mandatory Blank Company This allows you to control the colour that prints out of all Optional Colour customer documentation Such as the invoice statement notifications This also needs to be changed in the Trading As Masterfile 108 Field Name Address Information Oldest Date Oldest Journal Date Number of Days after Job Registration that Creditors Invoices can be added Enforce Regulated Agent RACA Expiry Date Logo Description This is your head office Address This is the oldest da
132. one completion date and time against the milestone this creates an event This means that the milestone cannot be uncompleted This indicates that this milestone is created as N A The user has the option to untick the N A flag against the job after creation This indicates that this milestone is only applicable to jobs where the Vessel on the job registration screen is T S or TS or the First Vessel is populated To be used with Condition and Event When the event is a date hours should be in 24 hours amounts eg 48 To be used with Hours and Event Select a condition from the predefined zoom list To be used with Hours and Condition Select an event from the predefined zoom list The Hours Condition Event combination determines an exception condition for the milestone 86 NOTE The event can be another milestone event in the same sequence In this case the number of hours for the condition can be less than 24 hours Category This is the category of the milestone Refer Definition of Milestone Categories This is used to indicate the department that is responsible for the completion of this milestone Optfgns GMA Maint H Revise Registered Jobs Option Description Copy This option allows you to copy the currently displayed set of milestones When selecting Milestones this option you will be required to enter the new Job Milestone profile information A New import Job Milestone Group
133. or the Terminal This will be Optional Blank printed on import and export delivery dockets Delivery Orders and Arrival Notices Terminal Website This is the website address for terminal enquiries This Optional On ADD will be printed on import and export delivery dockets default to notice Delivery Orders and Arrival Notices General Tab website Establishment ID AU Only Select the AU Customs Establishment ID that Optional Blank corresponds to the Terminal 29 Field Name Description Validation Default 1 Stop Terminal AU and 1 Stop sites Only Select the 1 Stop Terminal Optional Blank Code name that corresponds to the Terminal When vessel schedule updates are received from 1 Stop the Terminal information will be updated in the import and export consols and jobs Bonded Warehouse Aviation Security Terminal Bonded Warehouse Bonded Warehouse Information Operating Hours MON FRI 0600 TO 2100 SAT 0800 TO 1300 Warehouse Website www warehouse com au Establishment ID 1399K Q Operating Hours These are the open hours for the Bonded Warehouse Optional Blank This will be printed on import and export delivery dockets Delivery Orders and Arrival Notices Warehouse This is the website address for Bonded Warehouse Optional On ADD Website enquiries This will be printed on import and export default to delivery dockets notice Delivery Orders and Arrival General Notices Tab website Establishment ID AU Only Selec
134. oses Each Department can be assigned a Cost Centre Department Codes Department Code NIA Department Description NSW IMPORT AIR Centre SYDNEY 130 O EXpedient Input Terms Printouts Various Printed Documents contain specific company information that Customers need to see Such things like Bank Account Details on Invoices To enter this information see Administration Menu Company Details Sub 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 update purposes Eile View GOMA Maint Help ow Fe S mA 4 b Add Update Delete Find Browse Previous Next Input Terms Trading As Terms Code INV GST Printed Document INVOICE PAYMENT INFO Document Description INFORMATION THAT PRINTS ON THE REMITTANCE ADVICE ON PREFERED PAYMENT METHODS Max Length 90 Max Lines 14 Last Updated 20 06 2012 by User scotte Pay By Mail Send your cheque amp remittance advice to XXXX Pty Ltd PO Box 561 Essendon Vic 3040 Pay Electronically Please note our preferred method of payment is via EFT direct to the following account Bank A C Name XXXX Pty Ltd Bank Commonwealth Bank Main Street Here VIC 3000 BSB 044 002 Acc No 12345674890 OVRI 131 Field Name Description Validation Default This is the document in which the data will print on Printed Document Document A short description of what the information is Description
135. pplier Notes each time a user adds updates a Job the Customers Suppliers Customs Notes will pop up e ICS Notes each time a user adds updates a Job the Customer s ICS Notes will pop up Export Air Consol Registration e Agent Notes each time a user adds updates a Consol the Agent Notes will pop up if the Agent Code is entered 32 QP Expedient Export Air Job Registration e Job Registration Notes each time a user adds updates a Job the Customer s Export Air Job Registration Notes will pop up e Booking Confirmation Reminder each time a new job is created pop up a reminder to send the Booking Confirmation Export Sea Consol Registration e Export Sea Notes each time a user adds updates a Consol the Export Sea Notes will pop up e Agent Notes each time a user adds updates a Consol the Agent Notes will pop up if the Agent Code is entered Export Sea Job Registration e Job Registration Notes each time a user adds updates a Job the Customer s Export Air Job Registration Notes will pop up e Booking Confirmation Reminder each time a new job is created pop up a reminder to send the Booking Confirmation Accounting Module only e Prepare Charges each time a user prepares charges the Customer s Invoice Notes will pop up e Create Invoice each time a user creates a Job Invoice the Customer s Invoice Notes will pop up Order Tracking Module only e Import Order Tracking Registration
136. ptional Blank Street This is the Street Address of the Delivery Point Optional Blank Suburb This is the Suburb of the Delivery Point Optional Blank State This is the State of the Delivery Point Optional Blank Pcode This is the Post Code of the Delivery Point Optional Blank AQIS Class AU ONLY This is the AQIS Classification for the postcode Mandatory System in the delivery address Generated Contact This is the Name of the Contact of the Delivery Point Optional Name Phone This is the Phone of the Contact of the Delivery Point Optional Blank Email This is the Email of the Contact of the Delivery Point Optional Blank Fax This is the Fax of the Contact of the Delivery Point Optional Blank Carrier This is the Instructions of the Contact of the Delivery Optional Instructions Point Delivery Type This is the Container Delivery Type associated with the Optional Delivery Address This will be used to populate the Container Details tab and Container Management when an Import Job with containers is delivered to this address Default Select this if you want this address to automatically Optional Address populate when registering a job delivery docket export The following fields appear in the Delivery Address screen when the Carrier EDI module is activated Carrier This is the preferred carrier for this client Click in the Optional field to access the zoom IQ on active carriers The selected carrier s full name is displayed Carrier This is
137. r UR_CTL_TOTS Controls whether a user receives the Control Totals N A 122 Field Name Description Validation Default Report This report compares the total Debtors and Creditors Aged Totals with the General Ledger Control Totals and the WIP Disbursement Totals RECO_MAIL Controls whether a user receives the Bank Reconciliation Report each night UR_CHQS_ USED Controls whether a user receives the Cheque Numbers Used Report This report monitors who is creating cheques and the corresponding cheque numbers and amounts UR_CHQ_UNCNF Controls whether a user receives the Unconfirmed Cheques Report no longer used ORDER TRACKING MODULE UR_INORD_ERR Controls whether a user receives the Inbound Order Error Notification This report displays any order that has been uploaded incorrectly FORWARDING MODULE DD_OVERRIDE Controls whether the user can override stops on N A generating Delivery Dockets where Customs Status is not correct Storage Start Date has passed Number of Pieces is not available in warehouse 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 gt User Menu Access User Masterfile EXPEDIENT DEVELOPMENT File View GMA Maint Help oe 43 Reset user password Add E Email Signature E User Options Us R Copy Security User Menu Access A Security Access this user Securit
138. r the Creditor s Beneficiary Optional Blank Country This is the country for the Creditor s Beneficiary Optional Blank Receive Creditor This indicates whether the Creditor will send their Mandatory Invoice EDI invoices by EDI Approved Creditor This function outlines the Signed Agreement details between you and the Creditor 16 Field Name Description Validation Default Service This is the Service that the Creditor Supplies The Zoom Optional Blank function will list these Services Approval Status This is the Agreement Status for the Creditor The Zoom Optional Blank function will list the different Status Valid To This information is retrieved from the Expiry Date column Conditional Client in the Client Document Register if Document Type AS Document Approved Sub Contractor Agreement Register Read Only field Active This information is retrieved from the Active column in Conditional Client the Client Document Register that is associated with the Document above Valid To Date if Document Type AS Approved Register Sub Contractor Agreement EDI Creditors Invoices This section of the Customer Masterfile will appear if the Creditor Invoice EDI module is active Please refer to the Creditors User Manual for more details File Format This indicates what format the Invoice data will be Mandatory Blank received in This field is followed by the email address the Creditor should send the email with the Invoice file to Cre
139. r to adjust the number of records you want to view in the Browse screen Click on OK You may get a warning message if you want to view a large number of records You will now be able to sort the data by clicking on the column headings in the Browse window One click on the column header sorts A to Z or numbers ascending Two clicks on the column header sort Z to A or numbers descending You can download the sorted data to a csv file which you can further manipulate in Excel Click on to download the csv file Client Events Use this option to view client level events e g Batch Sent Statements If the event was an email event use the Email Details button to view the recipients i wi OEN N S S T EN a si 4 Ea ee eS ew NS he a iii isidi elit amp 4 j 4 ki ais oe _it 34 6 s Clint Everts TANIA BINOS123456789 TANIA BINOS123456789 GAVIN MILLMAN TANIA BINOS1 23456789 TANIA BINOS1 25456789 HELEN STAPELY 01 09 2014 1315 02 2015 01 09 2014 1204 02 2015 2008 2014 1508 02 2015 78 08 2014 1708 OF 2015 28 08 2014 1707 02 2015 28 08 2014 0953 02 2015 22 08 2014 1205 02 2015 GAVIN MILLMAN 22 08 2014 1032 02 2015 TANIA BINOS123456789 J2VO8 2014 1346 2 2015 TANIA BINOS123456789 BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND END OF MONTH STATEMENT BSTA BATCH SEND EN
140. re than one MASTER CODE Merge To Code SLCTEEE e Confirmed No Rename CODES TO MERGE INTO MASTER enero DEMCON TEST ONLY CUSTOMER ARI AUS ul SYSTEM MESSAGE i Only one FROM customer code can be used for a rename Exit Set the Confirmed flag to Yes when the details on the screen are checked and the renaming is ready to be performed in the next overnight process The number of renames is limited to restrict the time taken to perform the renaming in the overnight process The customer records will be renamed in Doc Number order The Doc Number is set when the rename request is initially saved Supplier Merge Expedient allows users to merge many Supplier codes to one Master Supplier Code 4 Merge Menu im Input Customers To Merge z Input Suppliers To Merge Input Supplier Merge Tables Suppliers can only be merged where the CCID number AU or the Customs Code NZ is the same If a Master Supplier is not already linked to the Customer the action becomes a Rename The Merge Process and Rename process will occur overnight for confirmed merges Set the Confirmed flag to Yes when the details on the screen are checked and the merge is ready to be performed in the next overnight process The number of merges is limited to restrict the time taken to perform the merges in the overnight process The supplier information will be merged in Reference Number order The Reference Number is set when the me
141. reditor Quality Review Question Maintenance This screen allows addition and modification of Quality Review questions AA OR Question Maintenance EXPEDIENT DEVELOPMENT File View GMA Maint Help or d a Add Update Delete Q m gt Previous Next Find Browse Creditor Quality Review Questions Modified On 03 06 2015 01 06 2015 04 06 2015 01 06 2015 Quality Review Question Text Does the supplier have competitive rates Happy with their Service Capabilities Observation Comments Satisfied with premises safety security Active Modified By MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI Yes Yes Yes Yes Service Capabilities New Subcontractor checklist completed Confirm BPIs over past 12 monthns reviewed Any complaints Happy with the review Are any changes required in service Are premises continuously monitered Field Name Quality Review Question Text Active Description Enter the question to appear in the Creditor Masterfile This indicates if this is a questions that is current and should be applied to Creditors Yes 1 of 1 156 MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI MAMTA SOLANKI 04 06 2015 03 06 2015 03 06 2015 03 06 2015 03 06 2015 03 06 2015 03 06 2015 Validation Optional Mandatory if a questions exists Default Field Name Description Validation Default Modified by This is the
142. rge request is initially saved Expedient will merge jobs invoices entries landed costings parts forwarding rates personnel documents from the old Supplier Codes to the Master Supplier code 159 EXpedient software we Nput Suppliers To Merge EXPEDIENT DEVELOPMENT File View GMA Maint Help F fa 4 a Ez ral E Add Update Delete Find Browse Previous Next Input Suppliers To Merge MASTER CODE Merge To Customer DEMCON A DEMONSTRATION amp COMPANY Supplier AA G cLEvA CCID CCK667973 Confirmed No Action Merge Reference CODES TO MERGE INTO MASTER Supplier Code Supplier Name CCID CLEHON CLEVA HONG KONG LIMITED CCK6679733T Modified By Select the Supplier Code to merge into Master Supplier Enter new document into form Field Name Description Validation Default Merge To Customer i Mandatory Blank Select the Client code Use the a to select a Customer code Supplier Select the Supplier Code to merge into This will Mandatory become the Master Supplier Code Use the a to the Supplier Code zoom window to select a Supplier to create a new relationship with the Customer CCID Customs This is the code supplied by Customs to identify the Supplier Code Supplier The Suppliers to merge in the Master Supplier Masterfile must have the same CCID Customs Code Codes to Merge Into Master 160 Field Name Supplier Description Enter the Supplier Code to be merged into the Master Supp
143. rinn 7 s ae 7 wo OVR 128 Document Distribution Group 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 Use the Find option to search on a Distribution Group urne rt Those beter Groupi DoorreraDistribution Groups Find Oltstribution Group Document Name Distribution Group Then search for the document in the Document Name list Document Distribution Groups Find Distribution Group 4 Document Name Customs Request for Transhipment Details z Distribution Group Import Notifications A The screen will advise the Distribution Group the document belongs to The same screen is accessible from the Personnel Screen by double clicking on a Document Group in the Document Distribution Group section 129 QB expedient Cost Centres are used for separating Income and Expenses on the Balance Sheet and on Profit and Loss Statements This is generally used for companies that have 1 ABN but have more than 1 Trading As Name utilising Expedient Cost Centre Maintenance LJ Add Cost Centre Details EXPEDIENT DEVELOPMENT t X amp Bw 4 d Add Update Delete Find Browse Previous Next Cost Centre Details Cost Centre Code M Cost Centre Name HEAD OFFICE 1 of 9 Departments The below screen all job related and accounting related Departments for Accounting purp
144. roup Then search for the document in the Document Name list Document Distribution Groups Find Distribution Group Z Document Name Customs Request for Transhipment Details Distribution Group Import Notifications The screen will advise the Distribution Group the document belongs to 37 QB expedient Client Document Register This option allows Documents and AU Customs Permit information to be stored against a client 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 s Lert iresi Bogat XP EDIENT DEVELOPMENT Bie View GMA Maint Heip e Browse Py evinu ka 7 Add Update Detects Ctent Oocument Register Customer Information Cust Code TEMCON A DEMONSTRATION COMPANY NAME Decument Registe Type Suppher Valid from Deysto Active Dot No Expire Descriptors Expiry Date CONSIGNEE CUSTOMER PROFILE LS1L 2013 CDODNSIGNEE CL MEN PROFILE wie U Ni APPROVED SUB CONTRACTOR CHECK LIST 207 D Yes D Yes CLUENT CREDETICUSTOMER APALICATIONS hts OVO 201 ANOLA D Ni D Ni Document Information Notes CP Question Number Perit Number Created By TANIA BINOS1234567800 On 19092013 Moditied By TANIA BINOS1234567800 On 1999 2013 1 of 1 Field Name Description Validation Default
145. rt code that is used to search for the Entity Generally a short code is based on a rule using the first 3 letters of the first word and the first 3 letters of the second word E g Gavin Millman amp Associates would be set up with GAVMIL as the short code You have up to 8 characters to enter a code This is the name of the Entity This is the short code of the customer in your company s external system if applicable The same External ID can apply against multiple Client Codes if the system option CMFEXTUNIQ is turned on Otherwise the External ID is unique per Customer This is the related Parts ID that is linked to the parts found in the Customer Masterfile if applicable This is the Australian Business Number If this is an overseas customer then just enter an arbitrary number If your customer has a Client Activity Centre number CAC please put the 3 digit code at the end of the ABN This defines whether the Customer is Active Inactive or Prospect If the Customer is not Active then no import or export jobs can be created for that customer Please Note A Prospect Customer is used to be able to provide Quotations for potential customers This is the primary contact for the entity This is the primary phone number for the entity This is the primary fax number for the entity This is the first line of the street address Generally this is used for Unit or Level information If there is no level or unit then leave this blank
146. s Responsible This is the person who is responsible for the account Optional Person Generally this person ensures that money is paid by the debtor Users can click on the zoom button search on the Users Master file This is found in Main Menu Administration Company Details Menu Users Masterfile Responsible Office This is the Branch that is responsible for the Debtor Mandatory This field is a dropdown of all Branches set in the Branch Masterfile This is used in the Debtors ATB Reporting for debt retrieval Last Pay Date This is the date in which the customer last paid their General invoice This is a no entry field Ledger Field Name Description Validation Default On Acct AmountS This is the amount of money in which the debtor has on General account Ledger Total Owed This is the amount of money in which the debtor owes N A General Ledger Agreed Terms If you have agreed terms with the customer then set this Optional Blank to Yes Credit Check Date This is the date in which the last credit check date was Optional Blank performed Account Control This is used to prohibit users from invoicing this client if Optional the Accounting Module is used in Expedient To prohibit invoicing enter 1 in this field or leave blank to allow invoicing If this is set to 1 then the following message appears when attempting to invoice this client tt SYSTEM MESSAGE Credit is Negative Cannot Prepare charges or add Invoice E
147. s option you will be required to enter a valid customer code Option Description New Customer Import Job Milestone Group Customer Import Milestones Import job milestones that are specific to a customer can be defined on this screen Customer specific milestones are searched first to find a match for the job profile before going back to the import job milestone set up The milestone selection rules as defined below are the same for customer specific milestones and job milestones g r Costome loport bot Mirstune Set Up EXPEDSENT DEVELOPMENT i Rio Wew Ostions GMA Mant Help x i x q k E Add Update Oelete fnd Growse Previous Next Customer Import Job Milestone Set Up Customer DEMCON 4 DEMONSTRATION COMPANY bets GINSWIMPORT SEA 000 lob Type Freightforwarding z Mode Type SEAFREIGHT Cantainer Class Pa Sequence States Manual NA By Fanshiprrent Hours Condition Event Date l Category 5 DOL DATE OF LOOGEMENT 40 Active Yrs No No ONO LATER THAN ETA DD DELIVERY DOCKET 50 Active Yes No No O NO LATER THAN ETA SETU SET Y 60 Active Yes No No DUTP DUTY PAID 70 Attive Yes No No DOC DATE OF CLEARANCE ATD 80 Active Yes No No CLRG CLEARING 00 Active Yes No No EDOR EDOS RELEASED 10 CONSIGNEE TRANSP LIM Active Yes No No 0 DOO DATE OF DELIVERY 110 Active yes No No COM 108 COMPLETED 999 Active ves No No Changed By taniab Changed Qn 28 11 2013 Pest 89 Optiqns GMA Maint Rev
148. s the user adding the Sales Profile This describes the type of client Advises the current payment status Describes the source of the contact This is when the client became active This is the status of the last visit with the client Validation Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Optional Mandatory QB Expedient Default Defaults to match Customer Masterfile screen Defaults to match Customer Masterfile screen System generated Existing System generated Blank System generated Profile Notes Visits This is free text notes This table lists the visits to the client in date descending order Double click on a line to bring up the full details of the visit Printed Quotes Optional Mandatory Blank System generated This table lists the quotes sent to the client Double click on a row to reprint the quote Load Port This is the port of loading within the country in which the goods are to be loaded Use the to zoom on port codes Mandatory Blank Field Name Description Validation Default Disc Port This is the discharge port where the goods are to end up Mandatory Blank Use the to zoom on port codes Inland Zip This is the zip code for where the goods are to end up Optional Blank Air KgsPA This is the number of Kilograms the customer is expected Optional Blank to import or export per annum
149. scription This is the name of the department This is the main contact for the branch This is the postal address for the branch Address Print Address Select from the pull down options which address you on Financial Documentati on clients 111 Live Branch ID AAA7AF Test Branch ID AAJIKT Contact FRANK LAMPARD Residential Address Address 1 Unit 256 Address 2 53 McCormack STREET Suburb 1234566660606 State VIC Zip 3207 Phone 03 9354 1112 Fax 03 9254 2223 Country AU Q Live Site ID AAAJ46 Test Site ID AAAJ46 Send Exception Report to Emall Address taniabmexpedientsoftware com at taniabdbexpedientsoftwere com au Validation Default Mandatory Blank Optional Blank Optional Mandatory Postal want to print on the statements and remittances to the Field Name Description Residential This is the postal address for the branch Address IATA Code This is the registered code with IATA for approval process This prints on the Neutral Airway Bill and is also sent to CCN within the FWB message NAWB This is the printer selected for Neutral Air Way Bill Printer printing Other Details This is a free text for information relating to the branch Label Printer This is the printer selected for label printing Type Live ICS This is the bank account number that Customs and AQIS BSB Acct No will use to debit the Duty and AQIS charges Test ICS This is the test bank account number that Customs and BSB Acct
150. seccaseccsausecsaeseesaeseeesaeeeesaeeeeesauneseaaueeesauaeeesauaeessauseesauaecesaueessausessauecssaussssagages 81 50 Port COGS GIVI Gs CONG sirsrrsiisirosiia rinni nis tibna a nino ATERATA ERRENTERIA ORVAR fea VOOREN EERROR ANNEER 82 PUIG Charge Code IOS COU ii iriiria trit cs cesses cia IREO ONEONE EON TEO eee 83 SO TOUD S aE E TAREE OTEN ETONE OEEO EEO EE OE OE E N 83 OG aE E E E T E E wn oes ap T A E E E E 84 input Import Job MilestOneS cissseasicvacoassaasnotiedavdswonsvacuevedesasetaeaees daan nN EA EAA a Aaa 84 E E AEE EA E EENE E EEOAE E EA E E O EIE EAEE E EE 84 PS EA E E EA AA AA A EAE EE EA A A E A EA A A A A N 85 Customer PoDOTENMIESONE Tersisa a E E E E E E 89 Customer Import Milestone EXemptiOnsS cccccccsssccccsssccccesececeuececseeecessesecessaecesseueeessaeeeseuseeeseeeessaseeseaecessanseesees 92 input Workflow Role Categories saissi cavsaccnscursansncvassaveareysquneveccuvacsaeaueir Ea EEA A Eii 93 O NOT ae Gi ge n EE E E EE E eee ee E O 94 Definition of Milestone Cate QOrieS ccccccccsssssccccsesseccccssensecceeaeseeceesauseceeeseeeecessueseeceeseuseceessaenseeessueaseceesaaneceessaggsses 95 Definition of User roles for Import Work FIOW s sssssensssssenssssrersssererssserrrssssreesssreresssreressereressrereesssreesssreressereeesseeee 96 Export ONG DOMESTIC IOD TIGCKING vexsancecsnewacensteneecastavantnasvadvaddiqeminnaseuivvni EA EEE AEE EEr EE 97 Input Export and Domestic Job MilesStOnes
151. ser Entered User Entered User Entered User Entered All User Entered DETAIL This section of the screen is used to define the steps involved in the lifecycle of a job and the sequence in which they occur Each milestone sequence must begin with the JOBA Job Add event and finish with the JCOM Job Completed event 85 Milestone Description Sequence Active Manual NA By Default Transhipment Condition Description This is an event code Any event can be used as a milestone This milestone will be completed against a job when the event itself has been created This may occur automatically via a system process The completion of any milestone will update the status of the job The status of the job is always the last completed milestone The status of a job will not be marked as JCOM Job Complete until all milestones are completed or marked N A Milestones that are completed by the creation of an event cannot be uncompleted This displays the description of the event A positive number indicating the numeric sequence in which the milestones are expected to be completed NOTE Milestones can be completed out of sequence A milestone must be marked as active in order to be allocated a job when it is created A manual milestone can be completed manually That is the Milestones option can be used to enter a milestone completion date and time When a user enters a milest
152. siness Unit is being used Mandatory Contact Contact Name for the Business Unit Optional Name Email Email Address for the Business Unit Optional N A Phone Phone Number for the Business Unit Optional N A Fax Fax Number for the Business Unit Optional N A Interstate Agents Client Multiple delivery addresses for the Customer This option is available from the toolbar button and from the Options menu in the Client Maintenance screen These addresses are used within the Job registration screen and the Export Delivery Docket Screen The default address will automatically populate when a Job is registered for that Customer This address will also populate in the Nature 10 20 Screen The delivery addresses are able to be changed based on this Masterfile and or a free type address which will print on the Import Delivery Docket 48 QB expedient Notes E From the toolbar button Notes added against the client for Job Registration Customs Export Air Export Sea Miscellaneous Invoice Delivery Supplier Invoice Agent ICS Order Collections can be viewed added updated and printed Client Add Info This screen provide a quick reference to the person how created the client details This is available from the Options menu in the Client Maintenance screen Print List of Updates This screen provides a report on the updates to the client masterfile This is available from the Options menu in the Client Maintenance screen Pr
153. t HA EN STA ie Evert Oistrituton List Emef Adiresi Retorance hcvapet O gmet com TA Devtesi Logistics Py Utd Siriemest for Jh 2014 caret yt Ohota com LA Chewteal Lipia Pp Ute Sienet foe ahy 2114 nedeteseaqierbertsoliiem t om at TA Devtest Logistics Piy Utel Staternent for July 2014 banishment here crete on LA Cewtest nepietics Pty Lid Raiement hy duly 2024 J tii Colletta of Neew march att Nak 164 Users Currently Logged In This screen allows the users the option to view who is currently logged into the System gt gt REFRESHIR Quaid ISL L06 201 199 Fo New 70 11 05 mi bogged ih Refresh F5 165
154. t the AU Customs Establishment ID that Optional Blank corresponds to the Terminal 30 Field Name Description Validation Default Shipping Line File View Options CMA Mert Hei E d x 4 P G a Py a k Add Update Oelete Fired Growse Previous Net Persone Oelivery Addretwme Notes Doca Debtor Exquiry Creditor Enquiry Sales Profile Clertt Optore General Oebter Creditor importer Araon Securty Pocwercer Terminal Shipping Line Configureten Customer References Cust Code NCHINAY Name OEVTEST Cient NCHINAY Number of Container Type Demurrege Start Ome Free Dva Cust Code This is the customer the details are displayed for System Generated This is the full name for the Customer System Generated SCAC Code This is the four letter Standard Carrier Alpha Code which Optional is mapped to the Customer This can be used to recognise the Shipping Line when Jobs are imported from external sources Principal AgentID This is the code used in Sea Cargo Reporting to identify Optional the Shipping Company or Co Loader PRA Shipping Line This is the code that is submitted in the PRA Optional Code If this field is populated then this code will be auto populated when the PRA is created Demurrage Group Shipping Line This is the client code for the Shipping Line N A From the Code Customer Masterfile No Update 31 Field Name Description Validation Default Shipping Line This is the full name for the Shipping Line Name Generated
155. te Delete Find Browse Previous Next Registered Client Jobs Client Code DEMCON q DEMCON TEST FORWADER Country Code ALL ALL COUNTRIES First D O R Last D O R Total Jobs Import Air Yes 13 03 2015 13 05 2015 4 Export Air Yes gt 13 03 2014 06 05 2015 4 Custom Air Yes 13 03 2015 06 05 2015 3 Import Sea Yes 23 04 2012 13 05 2015 3 Export Sea Yes 11 03 2015 13 03 2015 2 Custom Sea Yes 23 04 2012 29 01 2015 2 Orders Yes 10 03 2015 14 05 2015 2 Field Name Description Validation Default 46 Field Name Description Validation Default Client Code The Customer Code that the Job is registered under Customer Masterfile Country Code The Country Code is based on the following Country e Imports Load Port Masterfile e Exports Destn Port Defaults to ALL and then sorted in Alphabetical Order Import Air The Import Air Job must be attached to a Consol for it to be recorded in this table Export Air The Export Air Job must have a Destin Code for it to be recorded in this table Custom Air The Customs Import Air Job must have a Broker Code where Own Company Cust MF Yes Import Sea The Import Sea Job must be attached to a Consol for it to be recorded in this table Export Sea The Export Sea Job must have a Destin Code for it to be recorded in this table Custom Sea The Customs Import Sea Job must have a Broker Code where Own Company Cust MF Yes Orders This information is retrieved from the Input Order
156. te Find Browse Previow Events Mapping External Event Cade AWD IMPORT IMPORT IMPORT IMPORT IMPORI IMPORT IMPORT IMPORT IMPORT IMPORT IMPORT IMPORT MAOT Event Descriptios ARRIVAL DOCS HAVE BEEN DELIVERED BOOKED ON A SPECIFIC FLIGHT CLEARED BY CUSTOMS INFORMATION HAS BEEN REPORTED TO CUSTOMS DELIVERED TO CONSIGNEE DOOR DEPARTED ON A SPECIFIC FLIGHT DISCREPANCY DELIVERED TO CONSIGNES OF HIS AGENT MANIFESTED ON A SPECIFIC FLIGHT CONSIGNEE INFORMED OF ARRIVAL AT DEST NO RECORD FOUND PREPARED FOR LOADING PHYSICALLY RECEIVED FROM A GIVEN FLIGHT PHYSICALLY RECEIVED FROM A SHIPPER DECRIED AMOTHED ATOI mae Active Lat Updatec User a ETN TT 2s 03 12 2013 03 12 2013 03 12 2013 03 12 2013 03 12 2013 03 12 2013 03 12 2013 03 12 2013 03 12 2017 03 12 2017 03 12 2013 03 12 2017 03 12 2013 03 12 213 AWI TANIA BINOS1234557890 TANIA BINOS 1234567890 TANIA BINCS 1234567890 TANIA BINOS 1234567890 TANIA BINCS 1234507890 TANIA RINGS 1234507800 TANIA BINOS 1234547890 TANIA BINCIS1 214567800 TANIA BINOS1234567890 TANIA GINCS1214567800 TANIA BINOS124567890 TANIA BINCS1234567890 TANIA BINOS1234567890 TANIA GINOS 1234567890 TANITA CHEIC1I24Ce Fon Field Name Description Validation Default External Event This is the Code for the Event used by the External N A Blank Code system Import Export This indicates if the Expedient Event is linked to Imports or Exports Event This is the Expedi
157. te in which you can enter Debtors Invoices Creditor Invoices and Cheques for If you enter a date previous to this date the system will not allow users to add This is the oldest date in which users can enter Job Journals for That is the oldest date in which uses can take up profit for This number determines if a warning message appears when a user adds a creditors invoice to a Job This tickbox determines if the message regarding the number of days after Job Registration that a Creditors Invoice is added is a message preventing the User continuing to add the invoice or just a warning This field appears if the Air Export Forwarding module is on This date is used in the Security Declaration form and in the FWB message to airlines This is your company logo This logo will print on Company wide documents 109 QB Expedier Validation Optional Mandatory Mandatory Optional Optional Optional Mandatory ien Default Blank Blank Blank I expedient The Trading As Division Masterfile allows companies to operate many different divisions under the single ABN 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 Trading As Division Masterfile Menu Add Trading As Details EXPEDIENT DEVELOPMENT cee w 2 Pe qQ p 4 b Add Update Delete Find Browse Previous Ne
158. te the set of Quality Review Answers is valid Mandatory Day after from expiry date of last set of Quality Review answers Valid To This is the date the set of Quality Review Answers is valid Mandatory Today plus to 365 days Question These are the questions that are active in the Quality System Review Maintenance screen in Administration and are Generated required to be answered for the Creditor 45 Field Name Description Validation Default Answer These are the answers to the Quality Review Questions Optional Blank System Generated This is the user who created the set of Quality Review N A Answers Created By Modified By This is the user who last updated the set of Quality N A Review Answers System Generated Approved by This is the User who Approved the answers Optional 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 Customer Masterfile The link will be enabled once a Customer is shown in the Customer Masterfile When this link is selected it will only show the Job details that relate to the Customer that is shown in the Customer Masterfile This information is automatically updated via a scheduled cron job SALE_CN View GMA Maint Help v J ji T Bij 4 b Add Upda
159. tem Generated Job Number Blank Blank System Generated System Generated This option allows your site to set up a function to receive emails from DAFF and forward the email with its attachments to another email address perhaps to an external system and store the attachments to DAF F COMMUNICATION MAINTENANCE AU CUSTOMS SITES ONLY the Job Documents folder QB expedient eo ss DAFF Comrerereceteor Mercternance SEPDOENT DEVELOPMENT EN Ey 4 b X x Add Update Delte Find frowse Previous Next DAFF Cornnunication Maintenance Status updates received from email address daff autoentrytidatf_oov au Satus updates forwarding email address extemalsystem demoon oom Forwarding reference Job Number Save attachments to Job Docs Folder Yes Save Docs As Private Corporate System Changed By Field Name Status updates received from email address Status Updates forwarding email address Forwarding Reference Maw is the document sent Write File to Server Directory Path IN Document Type Name DAFF File Name Format lt OocName gt _ lt eference gt _ YYYMMDDHHMMSS lt ext gt halens On 23 09 2013 Qat Description Validation Default This is the email address that DAFF sends the AQIS Mandatory emails from This is the email address that you want to forward the Mandatory AQIS emails with attachments to This could be used to send the emails to another system at your site
160. terfile Country This is the country for the address Mandatory Country from the Supplier Masterfile Contact Name This is the contact person for the business Mandatory Blank Title Purpose This is the job title for the contact person Mandatory Blank Address Type Select a contact type from the pull down list Various Optional contact fields will appear relevant to the contact type chosen e g if you select Mobile a Phone number field will appear Evidence Ind This indicates whether Evidence of Identity is included Optional No 71 Field Name Description Validation Default Document This is the reference for the document Optional Blank Issue Country This is the country issuing the identification document Optional Blank EXDOC User This indicates if the business is an AQIS EXDOC user Optional Blank Clickon Submit Client Registration in the toolbar to send the application to Customs ICS The response will be displayed in the Submission field together with date of submission and which user sent the application Submission FAILED 7 Sender Ref 114 1 Send Date 16 11 2011 3 User _ brettk History of the submissions to ICS can be seen using the Communications menu EDI History EDI Mtstory EXPEDIENT DEVELOPMENT m Ta A oo M v P X q be a p amp Add Upcete Delete Find Browse Previous Next View EDI Errors CMR EDI History Site ID AAAI46 Application CLREG Interchange ID 2549306 User Submitted brett Job Number Sub
161. the Shipping Line Container Type Select from the pull down list the types of container the Mandatory Blank Shipping Line has granted special demurrage terms for 20 Field Name Description Validation Demurrage Start This the is the date the Shipping Line counts the number Mandatory Date of free days from Exporter NZ Only wea Client Maintenance NZ MASTER TEMPLATE SYSTEM File View Options GMA Maint Help tij ka amp 4 m g Add Update Delete Find Browse Previous Next Personnel Delivery Address Exporter Automatic Emailing Export Customs Declaration No Delivery Order No Outward Report No Security Export Partner SEP Code ABC123456 Forward Cover Forward Cover Rate Valid From Valid To 1 5000 11 04 2014 10 04 2015 0 6800 31 03 2014 30 03 2015 Automatic Select whether the listed Export Customs documents are Optional Emailing automatically forwarded to the appropriate contacts at the Exporter SEP Code Enter the Security Export Partner Code This will be used Optional to automatically add the SEP code to the Header Codes in an Export Entry for this Exporter Currency Enter the currency the Exporter has forward cover for Optional Forward Cover The exchange rate provided for the forward cover Mandatory Rate if a currency is selected Valid From Enter the date the forward cover is applicable from Mandatory if a currency is selected Valid To Enter the date the forward cover is applicable to Mandatory
162. tomatically updates to show the Users view The Toggle F1 button can be used to Show or Hide multiple options in one click when combined with Shift or Ctrl Use Shift Toggle LFA to select the top and bottom of a group of menu options WIP Profit Enquiry imp amp Exp t Underhill Overpaid Jobs Registered Summary Gret Job Information Freight Formardno Summary us Oet Ming Anatyss i i Chet Profitatilty Anayas E WIP Prot Enquiry imp amp Exp g ue Sales Activities Unde bilad Overpaid E Order Tracking 6 keds Registered Summary LJ Customs Qearance Tariff Class Chom Job Information ka Enquiry Only Freight Foraniting Summary iO Administration LS Chort Hiling Analysis D Hates aa Chern Profitateitty Analyses hal Ar baport Forwarding ue Sales Activttice kd Sea Import forwarding i Order Tracking ia An Export Formerding i Customs Oesa Tartt Clans t5 Sea Export Forwarding bel Empiry Only i Sew Cargo Depot b na eee B OK Concet Toggle if Enable AN F21 125 QB expedient Or use Ctrl Toggle F1 to select multiple menu options that are not adjacent to each other User Information Liser helens HELEN TEST S All Menu Options A Users View Mefr Meng ea Enquiry Only i9 Debtors Administration we Creciturs Customer Metterfile tI Genera Ledges Suppliers Masterfile t Banking Parts ID Mastetie E Management De very Addresses 5 a Order Tra
163. tomers via Options Interstate Agents Clients lt Interstate Agents Clients EXPEDIENT DEVELOPMENT File View GMA Maint Help ar Eg 2 Q as F lt i gt Add Update Delete Find Browse Previous Next Agents Clients Details Client Code AAAFRE Interstate Agent Enter Interstate Agent Code Enter selection criteria into form Receive Select how this debtor receives statements Mandatory Statements by Include Debtorin Select if this debtor will receive a statement by email Mandatory Batch sent during a batch send process If the debtor has as least Statements one Personnel with an email address that receives the Document Distribution Group Customer Statement or All Documents the client will be included in the batch send process This option will only appear if your site has the Batch Send functionality Invoice Comment This is a single line of comment which will display on the Optional printed invoice Client Special Note This is a single line of comment which will not display on Optional the printed invoice 14 Field Name Description Creditor Gredt ilank Oetmis Payee EXPEDIENT SOFTWARE Hank BANKSS672S91123456789012945 Instructen CONTACT BOG JONES WHEN A PAYMENT 15 MADE TO DEMOON Breech BRANCH SWIFT Code 12345675901 Account Reference ExXPSOFT12345795 L00 Account No 1111222 ABA Number 343333333 Creditar Terms 53 Days Credit Card GL EFT Crecktor Accept EFT Account Balance SOSSI Receive Creditor In
164. tralia and New Zealand branches This screen stores the details of the transfer of data Send Method LOCAL File View GMA Maint Help E d A ra 4 b Add Update Delete Find Browse Previous Next Invoice Transfers Country AU Outgoing Incoming Sending Transfer Files Receiving Transfer Files Send Method LOCAL Receive Method LOCAL Move to Entity 39 use ftprobot inter_country 39 imp_inv_in Incoming File Destination usr ftprobot inter_country 3 imp_inv_in fief i ON 141 Send Method FTP File View GMA Maint Help 2 x 4 b 4 b Add Update Delete And Browse Previous Next Invoice Transfers Country NZ Outgoing Incoming Sending Transter Files v Receiving Waiter Fies v Send Method FTP Receve Method FIP FIP Pickup Directory Server Name FIP Name FTP Password FTP Path Incoming File Destination usr fprobot inter_country 3 Wnp_iny_in Send Method Email File View GMA Maint Help Po a n N 4 b Add Update Delete Find Browse Previous Next Invoice Translers Country AU Outgoing Incoming Sending Transfer Files 7 Recetving Transfer Piles Send Method EMAIL Receive Method EMAIL Email Address 101 com Incoming File Destination usfiprobot imter_country 3 ime_inv_in Field Name Description Validation Outgoing Sending This indicates if this site is sending Invoices to another Optional Transfer Files site Country This is the country the files will be sent too Mandatory if sending files Send Method Sel
165. ue Date field If the Invoice Due Date is set to Invoice Date then the Final Invoice Due Date calculation is Invoice Date Final Days Alternatively if the Invoice Due Date is set to End of Month then the Final Invoice Due Date calculation is End of Month of Invoice Date i e 31 08 10 Final Days 11 Validation Optional Optional Default Field Name Invoice Due Date Print Invoice Attachment Send EDI Invoice Charges Print Order Description This is when you want the invoice due date to be calculated from This is used in conjunction with the Disbursement and Final Days You can select from Invoice Date or End of the Month E g Invoice Date If you raise an invoice today then the invoice due date will be calculated based off today s date the number of days in the Payment Terms disbursement or final End Of the Month If you raise an invoice on the 15 of August then the invoice due date will be calculated based off the last day of August 31 the number of days in the Payment Terms disbursement or final I Please Note If either the Disbursement or Final Terms 0 then Expedient will ignore the End of Month Setting and set the Invoice Due Date to be the same as the Invoice Creation Date hPlease Note if this field is blank then the Invoice Due Date will default to the Invoice Date This allows users to print an invoice attachment when there are more than 9 containers
166. upplier Invoice screen in a similar way 143 amp EXpedient 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 Inbound These screens contain the configuration used to import data into Expedient from external sources 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 Invosce Downloads EXPEDIENT DEVELOPMENT w 2 4 r Add Update Delete Find Browse Previous Next Auto Invoice Admin Client Code DEMCON l TEST ONLY CUSTOMER Invoice Type Contact Type Contact Name Email Address import Internal MICHAEL LUCY mechaell expedientsoftware comau Export Client Tania Tania taniad Pexpecientsonware com au Bot internal MELENTEST helens Dexpecientsoltware corm au Add update or delete rows in this table of Contacts If an email address requires changing please update the User Masterfile for the Internal contact or the Personnel Masterfile for a Client VIEW DOWNLOADED INVOICES This screen provides a view of the data in Supplier Invoices received into Expedient 144 QB expedient Cowrtond Parts EXPEDIENT DTVELOPREDT es q J b Download Parts Ont DECON lA P pdre Oelete Find Browse Previcus Next Supplier DEMSUP 4 Inv N J P
167. uty EFT Authorisation This is the date the client has set the EFT payments to Optional Blank Expiry expire to AU Customs This field appears if the site is in Australia the Customs Module is active and the Owner EFT is set to Yes 18 Field Name Description Validation Default Supplier Invoice This sets the P O Edit button to default On when a Optional P O Edit Default Supplier Invoice or Pre Job Supplier Invoice is added or updated for this client This should indicate to the User that the client wants Purchase Order information added to Supplier Invoice lines Land Cost Does the Customer Require a Landed Costing Optional No Auto Entry Copies This determines the number of copies auto printed of the Optional 1 Nature10 20 30 documents Select from 1 to 9 Defer GST Does the Customer wish to Defer the GST on Duty Optional No ONS Factor Default Marine Insurance Factor Used in the Optional Blank Nature10 20 Screen to calculate ONS Entry Type Select the type of entry set for this client Mandatory Ask at Entry Time Autoprinting Customs Entry This indicates whether the Customs Entry should Mandatory automatically print when received from Customs EFT Payment This indicates whether the EFT Payment Receipt should Mandatory Receipt automatically print when received from Customs Auto Entry Copies This indicates the number of copies automatically printed Optional Blank on receiving the Entry from Customs Automatic Emailing
168. v Selection Criteria Reassign Account Numbers Account Number Account Reassign to Account Modified By Modified On l Description Account Number Description 2305 ACS PROCESSING FEES 2300 gt gt gt gt DUTY GST AND CUSTOMS FEES HELEN STAPELY 12 05 2015 Expedient can find all negative values for the Account Number in the screen matching positive values for the Reassignment Account Number and create Journals as part of the automatic overnight process to reassign the values to the new Account Number The Journals will be automatically posted as part of the overnight process with the user AUTO DUTY E g Account Code 2305 is to be reassigned to Account Code 2300 according to the above screen shot The overnight process finds a Job with Account Code 2305 of value S95 The Job also has Account 135 s ient software Code 2300 with value 95 This means the Job has a cost of S95 against Account Number 2300 Duty GST and Customs Fee and billed 95 against Account Number 2305 ACS Processing Fees A Journal is automatically created to debit Account Number 2305 with S95 and a Journal is automatically created to credit Account Number 2300 with S95 The Account Number 2300 is now balanced and shows no costs and no profit and the Account Number 2305 is balanced with S95 Costs and 95 Billed out Job Only Auto Journals Maintenance This screen allows you to add and maintain rules to automatically create Job Only Profit Journ
169. valid customer code from the Zoom List Hit Enter e Select U pdate from the Toolbar The cursor will move to the details portion of the screen Field Name Description Validation Default Dept Enter a valid department or select a department from Mandatory Blank the Zoom list or enter ALL for all departments Job Type Enter or select a valid job type from the drop down list A valid job type can be selected from e Collect e Prepaid e All Mode Type Enter or select a valid mode type from the drop down list Valid mode types include Sea Air and All The list of mode types is equivalent to the Zoom list in the Job Type field in the Import Job Registration Screen 105 Mandatory Blank Mandatory Blank ACEN Container Class Milestone Description Validation Default Enter or select a valid container class from the drop Mandatory Blank down list Valid container types include FCL LCL and All Container Types The list of mode types is equivalent to the drop down list in the Job Class field in the Import Job Registration Screen Enter or select a valid event type from Zoom List Mandatory Blank 106 QB expedient Expedient is set up in a way that allows a company to have many divisions and those divisions to have many branches with many departments Company Details Menu Company Division Trading Branch Department 107 Company Details Stores informati
170. ve Fiw Pr Soig Althea wwe eet Dip korisa Receive Start Sat Time Cute fof Conedice Co Dette Teme Owo Mre Tine The Cote Tre Fog By AUSYD DE MevIs DAPI MOL yD 4 MVNO Dw Mea SOL Oe muy IWW foe HONNO H5 ADIRE 0335 OASIim0 pos LI O8f01 2019 1200 OAG OO La Lo 2 GAD oe CONAL dAn naa ww Jt Aue pst OWAN pew IMLADI LAUDAS io IVS ince eos Sho Maintenance and Enquiry Screen Connor Anderton international mi yh File View Options GMA Maint Help i x A m a b es Add Update Delete find Growse Previous Next Print Vessel Information Vessel Vessel Code MOLWIN Name of Vessel MOL WINTER Uoyd s No 9323041 Port Date of Arrival AA Voyage ID First Port Date Of Arrival ist Port 08 04 2015 H Shipping Co PO Shipping Agencies Comments 3 Arrival Dates All Ports Sydney Melbourne Brisbane Adelaide Fremantle Port Kembla 16 02 2014 EU 15 02 2014 Nt Uy ACIN aia Wa 1 of 1 OVR 78 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 1 2 3 4 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 Go to the Expedient menu option Administration gt Load Vessels File i Administration Customer Masterfile Suppliers Masterfile Delivery Addresses Customer Personnel Document Register Report
171. vities folder 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 Overview This report is used when a new customer visit is planned and provides the sales representative with the customer name and address and a free area for writing the visit notes and next visit date Customer History Report This report is used when visiting an existing customer which provides the sales representative with an overview of the customer This includes the amount owing and amount overdue the last import and export shipment date the last visit note and the last 6 months of Job Summary which includes Volume Weight and TEU s Sales Visit Follow Up Report This report allows users to report on their next visit dates by Customer This can be set up in the Auto Reports Module to remind the user that visits are due Target Port Pairs Report This report is available from the Management Reports Menu Sales Activities folder This report can be run for selected port pairs and by the status of the business 61 QP Expedient Sales Performance Report This report is available from the Management Reports Menu Sales Activities folder This report is run for a Date Range that reports a summary of the Number and Type of Sales Visits per Sales Person by Branch Letter of Recommendation The Letter of Recommendation is used to recommend your Overs
172. xt Trading As Details Trading Information Trading Name EXPEDIENT SOFT 1 Sub Name Website www gmaaust com au Trading Color Default Fd Trading Logo 1 of 3 OVR 110 Branch Masterfile QP EXpedient The Branch Masterfile allows companies to operate many different divisions under the single Division This screen also allows users to View Job Related Departments cos Brinch Maintenance EXPEDIENT DEVELOPMENT Add Update Devets vy i n A Mami q i l t Find Browse Previous Next Print Branch Details Branch Maintenance Additional Information Branch Information Branch Code M Name MELBOURNE amp BRANCH Trading As EXPEDIENT SOFTWARE Postal Address PO Box SOME BOX 111 Suburb MELBOURNE Sate VIC Phone 03 9354 1111 Fax 03 9354 2222 Zip 3207 Country AU Q Print Postal Address on Finandal Documentation ICS Information Live ICS BSB Acct No 242200 32233223 Test ICS SSB Acct No 242200 32233223 Additional Customs Information Customs Printers Tania s Printer Batch Sending Does the branch allow batch emailing of documents Yes Document EFT Remittan eftexpedentsotware com au ateme Batch emalls sent from Emall Address staternents Dexpedientsoftwere com au Departments Dept Name VDA VIC DOMESTIC AIR VDS VIC DOMESTIC SEA VDOR VIC DOMESTIC ROAD UGA MIC EYMAOT_AID Branch 1 E Mode A Ez zs noog gt Wi 7 of 11 Field Name Name Contact Postal De
173. y Access Maint 123 MET Waar TVA We IGT MFI sid a ALI d User Access User User Information User helens 4 HELEN TEST S All Menu Options Menu te Debtors i Creditors uw General Ledger we Banking Ge Management ue Order lracking we Customs Clearances Tariff Class E Enguiry Only ia Administration te Rates i Air Import Forwarding E Sea Import Forwarding ue Air Export Forwarding L3 Sea Export Forwarding ue Domestic Freight ia Container Management Systern co Automatic Reports ea GST Programs 2 End al Period Reports ie Sund y ua Workflow kS Web Portal OK Gancel Togge F1 Enable All F2 TAG TM FPA Ne Access Show Snow Show Show Show Chow Show Show Snow Show Show Show Show Show Show Show Show Shows Show Show Show Show Show 1 Users View Menu wa Web Portal QB Expedient SSIS AIIM OF Pee CIMMMIE LIMEUM ATIVE WA o o T Y D Debtors ia Creditors a2 General Ledger we Banking ia Management aa Order Trad ng ee Custoens Cleatance Tartf Class ee Enquiry Only aa Administration wal Rates ee Air Impait Forwarding s Sea Import Forwarding val Air Export Forwarding a2 Sea Export Forwarding Ga Sea Cargo Depot 2 Domestic Freight we Container Management System ad Automatic Reports ee GST Programs a2 End of Period Reports a Sundry This screen displays all the menus available at your site on the right The window on the left represents the view
174. y the following screen of active quotations not yet expired 65 Ah Forovarcieng Nates Trading As Effective 2 08 2011 21 01 2010 30 07 2011 09 08 201 03 10 2008 03 10 2008 24 10 2008 10 02 2009 31 10 7008 2 11 2008 26 11 2008 12 11 2008 22 11 7008 15 12 2008 31 10 2008 12 11 2008 22 11 2008 26 11 2008 03 10 2008 Customer Contact Print Camer Name No Expiry 2 12 2011 21 09 2011 31 08 2011 15 09 2011 13 09 2011 30 08 7011 Record As Formal Quote Quotation Quotation Quotation Quotation Quotation Wiuotation Quotation Quotation Quotation Wuotatior Quotation Quotation Quotation Quotation Quotation Quotation Juotatior Quotation Quotation Chent DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON No Orig USLAX AE IEA AGIEA AF JEA AUMEL AUSYD AUSYD ITSPE SEGOT SGOT SEGONT USLAX USLAX LISLAX USLAX USLAX USLAX USLAX USLAX Dest AUSYD ALIMEL AUME AUME AUHNI AUBNE AUBNE AUMEL AUMEI AUMEI AUMEL AUBNE AUBNE AUBNE AUBNE AUHNE AUBNE ADANE AUBNE Carnet H AC AC AC OF MA OF APC APC APC APC APC APC APC GEOQTUR GEOTUR GEOTUR GEOTUR OF Supp Cons ATRENG DEF DEF ADEF ADEI aber DEF DEF DEF DEI DE 1008 1008 1008 DEI pH ADEF ADEF DEF Cont AIR AIR AIR AIR S06 425076 33168 338871 338872

Expedient User Manual – Administration Module

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Expedient User Manual &ndash; Administration Module

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Expedient User Manual – Administration Module