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Expedient User Manual – Order Tracking

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1. AI 7 a 4 Order Number ASDFASDF Message Plain Text File Edit View Insert Format Tools Actions Help 4 Reply to All 5 Forward HI BIS XI FAN a Reply From do_not_reply_to gmaaust com au To helens expedientsoftware com au Ce Subject Order Number ASDFASDF We wish to advise you of the following Customer 12HFRE 12 HOUR FRESH BREATH Supplier MOUMAK MOULD MAKING FACTORY Origin USLAX Destination AUBNE Goods Order Number ASDFASDF REQUIRED In Store 26 04 2012 INCOTERMS EXW MANUAL NOTE ENTRY 2013 07 08 12 16 09 Order Mumber ASDFASDF new thing Milestones do not need to be completed in order The status of the order is updated based on the last completed milestone Where the order is linked to one or multiple jobs and the actual date of the final milestone in each job is known the Order will show Completed status 2 days after the final job milestone date e g the final container associated with an order is dehired on 28 July so the Order will show completed on 30 July Updating Notes Use the Notes tab in the Order Entry screen or use the toolbar button Notes Date amp Time 2012 03 26 10 28 32 36 Order Notes Use the Order Notes tab to enter text for the order The Order Notes will appear on all email notifications to the client and can be added to the Order Tracking reports to the client 2 Onder Haaser PENENT OCVELOPMENT
2. Bile View Options GMA Maint Help w A b i u u Add Update Delete Find Browse Previous Next Notes Shipments Jobs Create Job fron Order O S Contacts Docs Events ORDER ENTRY Lines Milestones Notes Order Notes Order History Estimated Containers Containers Delivery Detalis EDI Order References Notes ORDER NOTES LINE 1 THESE NOTES WILL APPEAR IN REPORTS AND EMAIL NOTIFICATIONS TO THE CLIENT Order History View the history for the Order in this tab Notification emails sent automatically on status updates will be listed here with each recipient email address Double click on a row to view the Note in full I Or n ander EXPEDIENT DEVROPMENS 7 e u A Elle View Options GMA Maint Help x e x A a o b w v a v p w Add Update Delete Find Browse Previous Next Notes Shipments Jobs Create Job from Order O S Contacts Docs Events ORDER ENTRY Lines Milestones Notes Order Notes Ordes History Estimated Containers Containers Delivery Details EDI Order References Date amp Time User Event Name Action Type Report Name Contact Name i 2014 05 06 10 01 02 root OVERSEAS AGENT CONF 2014 05 06 10 01 02 OVERSEAS AGENT CONE Ms Buying Agent Ms Guyin 2014 05 06 10 01 02 OVERSEAS AGENT CONF MANIFEST EDE 2014 05 06 10 01 02 OVERSEAS AGENT CONF HELEN STAPELY 2014 05 06 10 01 02 OVERSEAS AGENT CONF SCOTT CRAVEN 2014 05 05 14 01 04 ORDER CREATION HELEN STAPELY 2014 05 05
3. Customar Coda DEMCON Supplier Code Froight Forwarder Customs Broker Ongen Port Discharge Port Destination Port Agent Order Number 5555555555 Buying Agent OS Agent Goods Category Goons Dangerous Goods No a a y amp Q y Q ORDER CREATION y 11 02 2013 mi 11 62 2012 16 11 32 OVERSEAS AGENT CONFIRMATION 11 02 2013 10 11 32 SUPPLIER CONFIRMATION 11 02 2013 16 11 32 EX FACTORY 11 02 2013 10 11 32 Upload Documents The upload button when clicked displays the below screen that allows users to browse their Computer for documents see below wu Pore ogi ur be 4 oe ret a View Documents The View Documents button when clicked displays the below screen that allows users to open the document see below Order Number Order Date Regureci In Store Tramaportatson Mad Follow Up Customs Broker Ongn Port Lhectharge Mart Destination Port Suyna Apert US Ager 48 Shipment Creation Expedient Shipments are created via Order Tracking Shipments The easiest way to create a shipment is by copying an order that has already been created In Add in the Shipments screen use the Copy from order Hutton SHIPMENT ENTRY Orders Containers Lines Checklist EDI Shioment References Shipment Staus Uncocilrmed Transport Mode Docs Recrived u Client Reference Number Chhent Supper Shipping Line Di B
4. Orders and shipments can be loaded from the web site from a csv file The format of the CSV file is pre defined see below for specification and example file The following standard interface specifications will be available to the user e Inbound Order Interface Flat ASCII file defining the order header and order detail elements e Inbound Shipment Interface o Flat ASCII file defining shipment header and shipment detail elements The interface file load process will be the same regardless of whether the file is loaded manually or received via EDI Inbound Order Interface Order header container and detail lines will be in the same file order header followed by one or more container lines followed by one or more detail lines Multiple orders can be in the same file N Each record will be on a separate line All fields will be separated by a comma If blank then the system default will be used 1 Required In Store Discharge Port Destination Port Estimated Number of Containers pa Lo Estimated Number of Packages Gross Weight Unit Of Weight Order Value 12V2 Pickup Required Default Value N Client Purchase AHN89876 Order Id Indent Order C YorN Default Value N Hazardous Goods Default Value N Delivery Code 10 C The system delivery code referencing the delivery details as used in the job registration screen If not specified then delivery details can b
5. S otherwise ignored Country Of Origin Country Of Origin Origin Ship Vessel Voyage ID Airline Code Flight Number Origin Port Discharge Port Destination Port CAPDEL Mandatory when transport mode S otherwise ignored 03510 Mandatory when transport mode A otherwise ignored QF Mandatory when transport mode A otherwise ignored 101 USLAX AUMEL AUSYD C ETD 12 12 2010 Estimated Departure Date ETA 01 02 2011 Estimated Arrival Date Date 12 12 2010 Documentation Received Will default to the current date if not specified Description Max Type Length Shipment Number 20 Unique identifier for this Description Max Man Opt Example Notes Length 1 Unique identifier for this shipment ABC1234 BLAJ REEPTY 08125401103 The part number must be enclosed in double quotes 1 Shipment Number 3 3 Order Number 30 4 Clientcode 5 Supplier Code f Supplier Part Number 7 E Quantity Shipped 5 MN ACB123123123 Validated against shipment container information Where the same part is on multiple containers then multiple shipment lines for the same part can be used Field nr Description Max Type Man Opt Example Notes 71 Unique identifier for this 08125401103 The part number must be enclosed in double quotes test Record Type Shipment Number Order N
6. Yes Blank Blank Field Name Description Validation Default Administrator List the Order Tracking Clients the Administrator is able to Mandatory Blank Order Tracking access in the Web Portal Use the in the client code Clients column to view all active Order Tracking clients Order Select whether the Web User has access to the client Mandatory Tracking Access Web Logon To initiate the web order tracking site enter the required URL into your web browser At the logon window enter username and password Pie inin Ama er p A GQ em cae Deen jja nr HOHE Win lt ITARL MT MFTO MITA CIMAS Pick AZ Ost e de sa a slee on ore AT AA Wes A ail ete to Ze ze 22 QB expedient Personnel at the Order Tracking customer can be maintained in the Personnel screen from the Customer Masterfile using the Order Tracking settings Diem Persone DENICON are I i w x A u p u Add Update Delete Find Browse Previous Next Document Distribution Groups Personnel Information Auto Reports 5 Container Management Reports 1 Client Ports Chem Details Cent Code DIEMCON DEMONSTRATION COMPANY NI Personnel Details i Fst Name JOHN Adive Yes Samame SMITH Job Title IMPORT MANAGER Mabile Telephone 03123456789 E mail john sm hidemcon com au Order Tracking Mode oth Rew Satus No Recv Info No CUINA ribuban Groups Distribution G
7. IN in the Associated Origin Country Column If Web User Contact C wants to see all imports regardless of the Origin Country leave the Associated Origin Country column blank 19 Field Name Description Validation QB expedient Default Port Zoom Select the Ports within the Origin country that the Overseas Agent contact is associated with In Add mode all the origin ports for the origin country are selected Use the a zoom to view the list of Ports at the Origin country Atsooated Ongn Ports en u Part Port Selected Code Name CNAKL ALATAWSHANKOU CNAQG ANQING CNART ARHAXAT NASN ANSHAN CNEAO MOSHANMATOU CNBAS BASUO CNBAY BAOTOU CNBAY BAYUQUAN CNBFU BENGBU ONBHY BEIHAJ CNAIN BINZHOU CNBIO BEDIAO CNS BEIJING CNEON BAC AN aoo BOLUO sr ees Y Yi Y amp amp Update txit Add a tick in the Selected column to provide the web user with access to imports from the origin port Use the button to quickly select or deselect all ports The number of ports selected will appear in the Ports column E g Where the Overseas Agent is associated with imports from China but Web User Contact A only wants to see imports originating from Shanghai and Xiamen enter CN in the Associated Origin Country column and use the Y in the Port Zoom column Use to select alll then to quickly remove all the ticks Put a tick against CNSHA and a tick against CNXMN C
8. If the OrderLineNumber segment is not provided then the update will be applied to the first order line with a matching part number If the part number does not exist then the Update will be interpreted as an Add Expedient will try to find a matching Supplier Part Number in the Parts Masterfile If this cannot be found it will try to find a matching Client Part Number If the OrderLineNumber segment is provided and the order line is present on the order then it will be deleted If the OrderLineNumber segment is not provided all order lines with a AB matching part number will be deleted Expedient will try to find a matching Supplier Part Number in the Parts Masterfile If this cannot be found it will try to find a matching Client Part Number Email Confirmation of Upload An email confirmation will be sent to the email address in the ConfirmEmail tag if provided to inform of the success or failure of the requested action If an order action failed the order file will be attached to the email sent Order Creation Web Please Note Expedient Recommends and tests all Web screens at a resolution of 1920 X 1080 Any lower resolution may not display all information on one window Order creation through the web is very similar and triggers the same email notifications and order status updates as order creation through the Expedient system Add Order Order Number Order Status Order Date Required In Store Transport
9. or when import jobs have been assigned to the order when not using shipments Oar Header PLDI OPELOPWINT _ o m Eile Yiew Options GMA Mant ep q M i gt E a v a w Find Browse Previous Next Notes Shipments Jobs Create Job from Order 0 5 Contacts Docs Events ORDER ENTRY Lines Milestones Notes Order Notes Order History fstimatod Containers Coetainers Delivery Detaits EDI Order References Container Type Container Name Estimated Qty Containers This tab lists the actual containers on shipments linked to the Order See Assigning Containers to the Order Delivery Details Enter the code for the Delivery Address the Order is going to Use the IQ to search for a Delivery Address code stored for the client in Expedient 39 NOTE You do not need to enter in the Delivery Code to save the record You can just enter in the delivery address in the fields under the code field EDI Order References This tab is only shown if the INTERFACE in the main module is ticked The following columns are shown Reference Name Reference Value Added By and Added On This tab is used to add reference details on a header level The Added By and Added On fields are read only Cancelling Orders Use the option from the pull down menu to update the status of the order to Cancelled Order Header EXPEDIENT DEVTEST File View Options GMA Maint dP E Cancel Order Add Upc Trigger Event Copy Order Associate
10. 1 C 4 5 Reference Name 30 Name 6 Reference Value 50 Value Will default to the order header required in store date if not specified 65 Expedient Job Level Order Tracking When using job level tracking shipment creation is not required Once the order is entered a job can be created and linked to the order either through the order maintenance screen or through the job registration screen Order milestones and shipped quantities are updated from the job and the supplier s invoice Ead O E 4 p A w vi a v x f w ws 2 4 ra Add Update Lei Find Browse Previous Next ContSrch Cargo Reperting Job Notes Job Sheet Sapp inv Nat 10 20 Docket Docs Chgs Milestones lob Detats Container Detaris Marks and Numbers Various information Delivery Details Job Type 5 A SEAFREIGHT Dept MIS amp Job No 2902540 Cargo Status House BR 9021070752 Consol No 2970835 Job Notes Master BR ANLUIO1 14565 Date Reg 23 02 2009 wi Consol Notes 9 Cast C Onder Tesciorg EIPEDENT DEVELOPMENT A L Ese Yew Open GINA Meer tjip JN er 6 68 KD 4 Add Update Delete Find Hrowse Previous Ne Transport a LINK JOBWORDERS Load P Job 2902549 Customer HORMAN Mace KR First P Order No Satus Mode Chant Doc Number Disc A Dest f No Pig Y Vessel Avf Forwarder APCAIRN A APC LOGISTICS PTY LTD NSW Broker APCAIRN x APC LOGISTICS PTY LTD NSW Bord Depot 4 Entry No ies 66 QB Expedient Order and Shipment File Load Web
11. 21 22 Order Value 12V2 D O 2300 00 Pickup Required YorN Default Value N 24 Client Purchase Order Id 20 C O AHN89876 25 C O Indent Order 1 YorN Default Value N Hazardous Goods YorN Default Value N Delivery Code The system delivery code referencing the delivery details as used in the job registration screen If not specified then delivery details can be entered manually if required Order Header References Optional Field nr Description Max Length Type Man Opt Example Notes 1 Record Type 1 C M C 2 Order Number 30 ABC1234 3 Client code C SLCTEST 10 4 Reference Name 30 Name 5 Reference Value 50 Value Order Container Types Optional Field nr Description Max Length Type Man Opt Example Notes Order Lines Optional Field nr Description Max Length Type Man Opt Example Notes 1 Record Type 1 C M L 64 2 Order Number 30 C ABC1234 3 Client code 10 C SLCTEST 4 Supplier Code 10 C SUPP1 5 Line Number 4 N 1 6 Supplier Part Number 35 08125401103 The part number must be enclosed in double quotes 7 Quantity Ordered 5 D 10 8 Unit Of Measure 10 PCS 9 Item Price 12V2 D 12 20 10 Required In Store 10 D 12 12 2010 Will default to the order header required in store date if not specified Order Line References Optional Field nr Description Max Length Type Man Opt Example Notes 1 Record Type 1 C C 2 Order Number 30 C ABC1234 3 Client code 10 C SLCTEST 4 Line No N
12. Agent company Overseas Agent web users will be able to access the information regarding imports involving their company as the overseas agent Administrator Granted to staff at your own site to monitor the Web Portal for multiple Order Tracking clients e g your Account Manager for a selected group of clients 16 Client Access Field Name Company Name Web Order Tracking User Type Active Customer User Name User ID Password QB expedient 4 Web Order Tracking Users EXPEDIENT DEVELOOMENT Alien a b os A E Add Update Delete Find Browse Previous Next Web Order Tracking Users Functions Company Name GAVIN MILLMAN amp ASSOC AUST A Web Order Tracking User Type Client Active Yes Customer DEMCON 4 DEMONSTRATION COMPANYWWWWWIWNNNAWIW User Name gregoryp User ID 50000 Password seeeeeee Created By taniab On 29 09 2010 Modified By taniab On 15 04 2011 eii Description This is your company name and cannot be updated Select the type of access granted to the web user Is the Web User active Select no if access the Order Tracking is no longer required This field appears when the Web User Type is client Select the client code the contact will be able to access import details for Enter the contact s name This is a system generated code used to identify the web user The Code will appear on saving the new Web User details Enter the password for t
13. MOSHANMATOU CNEAS BASUO CBAN BAOTOU CNBAY BAYLIEHIAN CNBFU BENGBU ONBHY BEIHAI CNBIN HINZHOU ona BEIITAO CNES BEIJING CNEON BAC AN aoo BOLUO a a A A mn Se SS A 2 26 Update txit Add a tick in the Selected column to provide the web user with order tracking email notifications for imports from the origin port Use the button to quickly select or deselect all ports The number of ports selected will appear in the Ports column E g Where the Overseas Agent is associated with imports from China but Web User Contact A only wants to receive order tracking email notifications for imports originating from Shanghai and Xiamen enter CN in the Associated Country column and use the in the Port Zoom column Use to select all then to quickly remove all the ticks Put a tick against CNSHA and a tick against CNXMN Click OK and Exit 2 Ports will appear in the Ports column in the CN row If Web User Contact B wants to receive order tracking email notifications for all imports originating from China on Add tab through the Port Zoom column and All Ports will appear in the Ports column 28 Optional All Ports Personnel at the Order Tracking Overseas Agent can also be viewed and updated from the Order a Entry screen using the 0 5 Contacts button The active Personnel at the Overseas Agent that match the transport mode and receive order tracking email notif
14. Next Masterfile Description JTEXCRP JOB TRACKING EXCEPTIONS REPORT JOB TRACK MISSDOCSO1 MISSING MANDATORY DOCUMENTS REPORT C MANDATOR MISSDOCS02 MISSING MANDATORY DOCUMENTS ALL STATUS MISSING M MISSDOCSO3 MISSING MANDATORY DOCUMENTS ALL DEPTS MISSING M MTHCMRACR CMR ACR STATUS REPORT BRANCH AIR CARGO MTHCMRSCR CMR SCR STATUS REPORT BRANCH SEA CARGC OTREPO01 ORDER TRACKING OS AGEN ORDER TRA REPET ORDER TRACKING GENERAL GENERAR il i OTREPOOS ORDER TRACKING CUSTOMER ORDER TR 11 gt PARTS teh AT STATUS REPORT A PARTSTATO2 INVALID TLF REPORT ALL RECORI QTACMRACR CMR ACR STATUS REPORT BRANCH QUARTER AIR CARGO QTACMRSCR CMR QTA STATUS REPORT BRANCH QUARTER SEA CARGC SALESVISIT FOLLOW UP SALES VISIT REPORT SALES FOLL SEADEPOTO1 SEA CARGO DEPOT NON RECEIPTED REPORT SEA CARGC SEADEPOTO2 NON REPORTED DEPOT UNPACKS REPORT NON REPOF gt SEADEPOTO3 UNPACK STOCK SUMMARY REPORT UNPACK ST SPCSTATO1 STATUS REPORT 1 CSV IMPORT SHI SPCSTATO2 STATUS REPORT 2 CSV IMPORT SE SPCSTATO3 STATUS REPORT CSV STATUS REI SPCSTATO4 STATUS REPORT CSV IMPORT SH SPCSTATO42 ZF STATUS REPORT CSV ZF IMPORT SPCSTATO5 STATUS REPORT PDF IMPORT SE SPCSTATOSE EXPORT STATUS REPORT PDF EXPORT SEI SPCSTATOG STATUS REPORT SLK 1 IMPORT SE nn INTERNAL BROKER STATS REPORT BROKER STi gt E IM p Cancel Select report code to use 75 Then update the following i Enter the Client Code you want
15. Order Created Agent Confirmation Supplier Confirmation Ex Factory Date Jo Milestone to Overseas Agent Confirmation Supplier Confirmation Ex Factory Date Job Created ETA to Delivered ilestone from b Created to ETA The below Report Criteria Screen allows users to enter the latest Order Date for the report to search by The report will search for all orders from inception to this entered date heii Trend Sunita Y Parameters 12 Month Supply Creation Fra Date Feush Cancel The report then generates and displays the following bar chart and table data Created Supply Chain Trend Summary Supply Chain Trend Summary Graph Feb 2013 Jan 2013 Dec 2012 Nov 2012 Oct 2012 Sep 2012 Aug 2012 Jul 2012 Jun 2012 May 2012 Apr 2012 Mar 2012 Cr To OS Conf O 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 Average Days Ag Conf To Sup Conf L Sup Conf To Ex Fact Ex Fact To Job EF job Created to ETA ETA to Delivered 89 Expedient The above graph displays the average days between the critical milestones for the past 12 months and above table supports the bar chart Feb 2013 Jan 2013 Dec 2012 Nov 2012 Oct 2012 Sep 2012 Aug 2012 Jul 2012 Jun 2012 May 2012 Apr 2012 Mar 2012 Shipment Exceptions The Shipment Exceptions Report identifies the exceptions displayed below in the report criteria screen based off the selected threshold days Shipment Except
16. Shipment EDI Client Reference used for Inbound Order XML Interface AJIANLI Advise the client to send the EDI XML File to email address ordtrackau gmaaust com au Load EDI Orders Into Hold Table Yes Customer Sends All Open Orders Yes EDI Order Tracking Interface with Client Email to send XML to Email to send alerts to File Directory path storing sent EDI Order Tracking Files Enter the text the Customer will use in their file to identify that the file came from this customer e g customer Demonstration Company which has been allocated client code DEMON in Expedient uses the text DEMONSTRATION in their order file to show the order is for Demonstration Company Expedient will show below this field the email address the order file must be emailed to for uploading The file must conform to the XML format specified Load EDI Orders into Hold Table If this indicator is set to YES then the Orders that are uploaded via the XML file will be placed in the EDI Orders screen Holding Table Orders can then be modified from this holding table before posting You can also delete an order from this screen Before the Order is made live it will execute the validation process Once the Order is made live it will then be automatically archived NOTE You are not able to see archived orders Posting the order from the holding table will replace the existing order no 44 QB expedient NOTE The parameters that are shown in the EDI Or
17. This will place a tick against all previously unassociated containers se Order Header EXPEOIENT DEVELOPMENT am an Ble yew Options GMA Maint Help A u u u gt B Add Update Delete Find Browse Previous Next Noles Shipments Jobs Creste Job from Orde 0 5 Contacts Docs Events ORDER ENTRY Lines Milestones Notes Order Notes ASREEPPESEEPS Estimated Containers Containers Delivery Details EDI Order References Container Nu SAigment No job No Shipment Events a he toolbar b Events provid he hi f for the shi The toolbar button provides access to the Istory oT events tor the s Ipment l me Hupe Eveni Type Description Date Time Reference User Manual SOON SHIPMENT CONFIRMED 21 10 2014 1454 HELEN STAPELY N SHPU SHIPMENT UPDATED 21 10 2014 1454 HELEN STAPELY N SHPU SHIPMENT UPDATED 21 10 2014 1452 HELEN STADEL Y N ORDL LINKED TO ORDER 21 10 2014 1451 0033 HELEN STAPELY N SHPU SHIPMENT UPDATED 21 10 2014 1451 HELEN STAPELY N ORDL LINKED TO ORDER 21 10 2014 1451 0011 HELEN STAPELY N OK 3 Delete Ema Details loaded Use the L Add hbutton to manually add events to the shipment if required Click on inthe Event Type field to find the list of available Shipment events oop pre Evis vo lescriptior XSHP SHIPMENT XML SENT SCON SHIPMENT CONFIRMED z SHPU SHIPMENT UPDATED Event type LINKED TO ORDER SHPU SHIPMENT UPDATED Date amp Time J UNLINKED TO ORDER ORDL LINKED TO ORDER SHIPMENT CONFIRME
18. Transit Tun Weeks Direct Tranship Direct ORDER UPDATED Goods Catg SUPPLIER CONFIRMED PC SHIPMENT CONFIRMATION ORDER XMI SENT Created By helens On 20 10 2014 u Modified By helens On 20 10 2014 141 View Shipments Jobs Use the toolbar button to view shipments and or jobs that are connected to the order on screen Copy Order Available from the Options menu in the Order Entry screen use this function to copy details from the Order on screen to create a new order a Enter New Order Number Order Number nn Required Date ma Enter the new Order number and the required date when prompted The following information is copied from the existing order Transport Mode Job Type Client Supplier Forwarder Broker Buying Agent O O O O O Q0 42 Overseas Agent Origin Port Discharge Port Destination Port Currency O O O The Order date is defaulted to today The new order will be displayed on screen 43 QP expedient Order Creation File Upload Orders can be uploaded to Expedient from a XML file To use this feature additional information is required in the Order Tracking Customer Parameters screen so that uploaded orders can be assigned to the correct client Order Upload Setup Provide the reference the Order Tracking client is using in their order files Open the Order Tracking gt Customer Parameters screen and find the Order Tracking Customer Order Tracking Customers Order EDI
19. all Containers Send Order XML to Client EDI History Order Events Reinstate Cancelled Order Expedient will pop up a Notes window to allow the reason for the cancellation to be saved Select which entity the Cancellation Notice will be emailed to and add the note text ORDER NOTES cend to contacts for these entities Customer OS Agent Forwarder Buying Agent NOTE OK Cancel Is this event enabled for the buying agent gt i hi zur ft On OK the status of the order will be update to Cancelled and a Cancelled event will be added to the Order Closed Orders cannot be Cancelled 40 Reinstating cancelled Orders If a cancelled order needs to be reinstated use the option from the pull down menu 2 Order Header EXPEDIENT DEVTEST File View GMA Maint Help Add U pd Cancel Order Trigger Event Copy Order Associate all Containers Send Order XML to Client EDI History Order Events Reinstate Cancelled Order This will immediately update the status of the Order to NEW and a New Order event is created The option to reinstate a cancelled Order is only available where the status of the Order is currently cancelled Order Events a The toolbar button Events provides access to the history of events for the order E Crier Tva Type Description Date Time Reference User ARR ARRIVED 1625 auto SHIPMENT CONFIRMATION 20 10 2014 1615 auto ORDER X
20. for the Vessel in the Vessel Masterfile This field can be updated by ShipmentAction UPDATE This is the Voyage ID for the transhipment vessel This must be provided if TransportMode is Sea and the SecondVesselCode is provided This field can be updated by ShipmentAction UPDATE This is the transhipment airline This is the IATA Airline Code e g QF for Qantas This must be provided with the TransportMode is Air This is the Flight number for the transhipment flight It must be provided where the TransportMode is Air and the SecondAirlineCode is provided This is the ISO Code for the Origin Port If a 5 letter ISO Port Code is received Expedient will validate using the ISO Port Code Masterfile If a 3 letter IATA Port is received e g JFM Expedient will find the 5 letter ISO code associated with it in the ISO Port Code Masterfile e g AUFRE This field can be updated by ShipmentAction UPDATE This is the ISO Code for the Discharge Port If a 5 letter ISO Port Code is received Expedient will validate using the ISO Port Code Masterfile If a3 letter IATA Port is received e g JFM Expedient will find the 5 letter ISO code associated with it in the ISO Port Code Masterfile e g AUFRE This field can be updated by ShipmentAction UPDATE 52 KM Fields DestinationPort ConfirmEmail A mentationReceive eT ShipmentOrders ShipmentOrder OrderNumber OrderLineAction This is the ISO Code for the Destination Port If a 5 let
21. i Report Code OTREPOOS Customer Code DEMCON Report Criteria Order Number Client Code DEMOON TEST ONLY CUSTOMER Saar code TA Agent Code Q Buying Code a Transport Mode Sea u Currency Q Order Status Follow Up 7 Days Port Origin Q Port Dest Q From Order Date L TO From Req In Store Mu TO Voyage ID From ETD Dale From ETA Date Report Progress Order Tracking Reports Output to Jarch spool MENU L819 out tree tw aggio cote 17 Expedient Click OK to run the Report The system will then display the following prompt oh SYSTEM PROME O OOOO 2 Do you want to save these criteria Saved criteria will be used for auto reports Yes J No Select Yes in the above Prompt Once the user selects Yes the system will automatically save these filters against Report ID 80 in the Automatic Reports Screen This is now set to be sent to the email address automatically Diagnostic Reports Expedient Linked Orders Without Supplier Invoice Lines Report This report will show orders that have been linked to jobs either directly or via shipments depending on the customer s order tracking set up but do not have any supplier invoice lines referencing the order AE Linked Orders With No Supplier Invoice Lines Report a Report Selection Report Format Report From Order Date ka TO au Only Show Orders without Invoice Lines With PO No gt Exclude Chased Orders Yes Exdude Cancelled Orders Yes y Report Criteria Client C
22. lt ConfirmEmail gt field in the XML if this is provided e g Shipment VMALINT 3000 has been processed with warnings CLIENT VMALINT CLIENT REF NO 3000 Customer VMALINT DEVTEST Client VMALINT Supplier LOYCHE LOYAL CHEMICAL INDUSTRIAL CORP Destination Port AUSYD WARNINGS Invalid Shipping Line HLC Shipment orders were updated Shipment containers were updated Shipment lines were updated 55 Assigning Orders Orders can be assigned to shipments using the orders tab sa Priprnest Hester EXPEDIENT DEVELOPMENT gt EI G SY Add Update Delete Find Browse Previous Next Events Order No Satus Mode Client Supplier Origin Disch Dest Req Date Dox Number 0033 NEW 5 DEMCON 1009 01 08 2014 1031 0011 REO S DEMCON 1000 SGSIN AUMEI AUME 08 08 2014 10029 Adding Containers Container for the shipment can be added in this tab ilps E a File View Opiors GMA Mart Help A 4 h Add Uisne Delete Prod Browse Pero Met Psemts SHIPMENT ENTRY Orden Containers Lines EDI Seipment References Cortana No Type ISO Type Seal Me Urea Gruas Wok Volene TTNUSOS2000 FO 260 997876876 5 000 1 233 TTNUS6 30000 FL 2260 BUMA 6 000 2555 000 Assigning Lines Parts from associated orders can be associated to the shipment using the lines tab and matched to the containers from the containers tab i cmt MI E File View Optiora GMA Mert Help s T s de Add Usdehe Delete Find Home Presa Med Eventis
23. ports the Overseas Agent is associated with or Destination counties and ports the client is associated with Order Value Report Criteria Customer Code Supplier Code Order Number Container Number Transportation Mode Follow Up Origin Port Discharge Port Destination Port Buying Agent 05 Agent Dangerous Goods OVERSEAS AGENT CONFIRMATION ARRIVED Order Status CANCELLED CLOSED CUSTOMS CLEARED Required in Store Date between and Ignore Required in Store Dates The Customer Code and Supplier Code reports filters will not appear for web user type Client The Report CSV below displays Order information with the Currency and Order Value A E D i ee a i F i 1 Ordens F Sippie Order De Tars Wok Goods Category Origin ua Da Otia Status Curen Y Order Ves NIPPON PE LOW BLOCK SALES CO I 7711 00 Les LOS ANGELES 24 01 FOLA LATE PERRET IN STORE AUD 123 MPPON PLLOW BLOCK SALES COL A D See MELBOURNE 34 07 2017 DELIVERED ALO PRE DEUTSCHE LEFER FMA IVY Mii Ae air LO ANGELES WORTE LATE PEQUIAED I STORE MEPON PLLOW BLOCK SALES CO L 12 11 M011 See LOS ANGELES 37 01 2012 DELNTAED NIPPON PILLOW BLOCK SALES COL KOL See UOS ANGELES 2503 2013 Sa PENT CONFIAR TION ue GM 29 08 2011 See SHAN GHA 3 09 2011 LATE ROLE thy STORE NEPON PLLOW BLOCK SALES CO L 12 01 2012 See UOS ANGELES 12 012 LAFE PEOUMED IN STORE SAP SOJTH GAST ASAA amp PACO AUTO bee CLEVR AND 16 10 2010 LATE RECH
24. select one of the Reports they wish to run manually in this case report ID 80 73 The user can then select the Report Type In this example the Summary Report Users can then enter any criteria they wish to use to generate a manual report Report Selection Report ID 80 4 Report Code OTREPOOS3 Customer Code DEMCON TEST ONLY CUSTOMER Report Criteria Order Numbe Future Followup Client Code Order Value Supplier Code Agent Code Buying Code TEST ONLY CUSTOMER 2 2 Transport Mode Sea Currency aj Order Status Follow Up El Port Origin Port Dest From Order Date From Reg In Store pee Voyage ID From ETD Date From ETA Date Report Progress Order Tracking Reports Output to arch spool MENU 19719 out Enter report type Once the user wishes to generate the report they hit OK and the below message appears Select the No Option to run the report manually 2 Do you want to save these criteria Saved criteria will be used for auto reports Yes No 74 The Report will then generate the below output Automatic Reports To set up an Automatic Order Tracking Report users firstly need to add a new report into the Automatic Reports menu with the Automatic Report they wish for that customer They can select any report that starts with OTREP See below JL Report Masterfile EXPEDIENT DEVELOPMENT Mew Options GMA Maint Help Update Delete Find Browse Previous
25. the client is associated with E g Where the client is associated with imports to Australia and New Zealand but Web User Contact A only wants to receive order tracking email notifications for Australian imports enter AU in the Associated Origin Country column If Web User Contact B wants to receive order tracking email notifications regardless of the Destination Country leave the Associated Country column blank 24 Validation Default Default from Company Masterfile for the client Optional QB expedient Validation Default Field Name Description Port Zoom Select the Ports within the Destination country that the Optional All Ports client contact is associated with In Add mode all the origin ports for the origin country are selected Use the a zoom to view the list of Ports at the Origin country Avocet Por Lom Port Port Selected Code Name AUABG ABINGDON AUABH ALPHA ALABM BAMAGA AUABX ALBURY AUADL ADELAIDE ALADO ANDAMOOKA AUAGW AGNEW AUAGY ARGYLE DOWNS AUALH ALAANY AUAMT AMATA AUAMX AMMAROO AUANZ ANGUS DOWNS AUARD ARDROSSAN AUARM ARMIDALE eee LA a Be Update Exit Add a tick in the Selected column to provide the web user will order tracking email notifications for imports to that port Use the button to quickly select or deselect all ports The number of ports selected will appear in the Ports column E g Where the Client is a
26. 14 01 04 ORDER CREATION 37 Adding Lines 2 Orar header EXPEDIA OIVILOPMEANT un m Ele View Options GMA Maint Help i 1 13 gt lt b o e a gt Add Update Delete Find Browse Previous Next Notes Shipments Jobs Create Job from Order O S Contacts Docs Events UOM Ordered Unit Value UUQ Confirmed Delivered Cancel Line N Part Number Part Description 10 JOG 334 BOOKS 80 090000 8 00 CM 0 00000 Additional References Line No 1 Reference Name Deliver to FOLS 4 BARNES TRANSPORT VIA TAILGATE 15 DUNLOP AVE HOPPERS CROSSING Line milestones are only available when using part level tracking 38 Expedient Order Postings Double clicking on an order line will display the job supplier invoice line and quantity that has been allocated to this order line A line can be removed from the order line and this will update the confirmed quantity on the order line At any point in time the total confirmed quantity on an order line will be the sum of the posting records ORDER LINE POSTINGS Order Line t Job Number Supplier s Invoice Part Number Quantity Invoice Line Date Posted Remove This is only visible for customers that use Update From Suppliers Invoices With Rules Estimated Containers When entering an order the user can enter an estimated number of containers Actual containers can be assigned to the order after shipments have been assigned to the order when using shipments
27. A link is created to the order from the only job Order status is updated based on order header and line milestones Shipment related milestones are updated from the job Order line quantities are updated from the suppliers invoice Default Please refer to Order Tracking System Parameters Screen Customer Set Up Customers that will use order tracking must be set up in the Order Tracking Parameters Customer Parameters screen The customer order tracking level can be set up on this screen Expedient Order Tracking Customers Order EDI Shipment EDI Customer AACTSTA A DEVTEST Client AACTSTA Order Tracking Order Header Level Shipment Shipping Documents Checklist No Show document checklist against shipments Created By helens On 23 05 2014 Modified By On 01 07 2014 Field Name Description Validation Default Customer Select the Customer code that requires Order Tracking Mandatory Blank Order Select the type of Order Tracking Mandatory Blank Tracking Header Level Select the type of header information shown Mandatory Blank Field Name Shipping Documents Checklist Created By On Modified By On Description Select whether a document checklist is shown against shipments The User Name of the person who originally created the entry The User Name of the person who modified the existing record Expedient Validation Mandatory Read Only Fields Read Only Fields Default Or
28. ARED IN STORE QB expedient BIRT Analytical Reports This option is not available where the Web User type is Overseas Agent The below reports utilize the BIRT Reporting Tool A BIRT Report is recognized with the following Report Heading pply Chain Trend ao SB Sw Showing page 1 of 1 dia gt ip Go to page The below Buttons explain the functions they perform Run Report If you are already viewing the report pressing this button will re run the same report by display the Report Criteria Export Data This allows users to choose which fields from the report they would like outputted into a CSV See below Export Data Screen tum Order Cak mn Once the above is selected the below output is produced 87 Month Order Column Aug 11 11 sep 11 10 Oct 11 Nov 11 Dec 11 Jan 12 Feb 12 Mar 12 Apr 12 May 12 Jun 12 Jul 12 Export Report This allows users to output the Actual Report as it appears on the Web See below Export Report Export Format Excel y Excel PostScript S All pages por ages Enter ee nge s For example 1 6 or 1 3 6 page PowerPoint gets ja ir 0 Auto Actual size Fit to whole page ul 2012 un 2012 May 2012 Apr 2012 E fe p in 333 Jul 20 2012 2 34 PM 1 of Print Report Supply Chain Trend Summary This report displays the Average number of Days between the following critical Milestones for the last 12 months M
29. CK SALES OO L HPP OR PILLOW BLOCY SALES OO L 0 03 2013 At 3 11 2012 See 24 07 2011 Ses 12 10 3011 See 22 11 3012 Ses 6 09 2011 Sew 09 3011 pes GAY bes dia ML des 6a hen 1600 2011 des 1 01 3012 See 12 01 2011 See 12 01 2011 See 12 01 2017 See t LOS ANGELES NALDA LOS ANGELES MELB LOS ANGELEI LOR ANGELES LON ANGELES LOS AA ur ANGRESE LOS niit LDS ares LOS BAER LOS ANGELES LOS AMOELES LOS ANOELES LOS AMOELES g 1x7 DMT 85 Required Da T Creer itus TO ILI LATE POURED IM STORE 12 03 2012 LATE POLED IM STORT 24 01 2013 LATE FEQUIFED IM STORT 2 07 2012 DEL ERED 13 10 2011 NEW ORDER TI 2012 ORLA ERED ZUM OL HEPWERT CONF IMATION HAON IOLI HEPWENT CONFIO PRO AIL PENT CONFIADA WON ONE ALERT COPIA A PHONO PENE CONFIRME TON RO LANE RECUIPED 14 STORE LOL DOLL LAM REOLAU IN SOME LDAA LAME Kernen I STORE LOL 20L1 LARE REQUIRED 14 STORE OLI S007 LANE HELLEN IM STORE L 1 INIA CA 1 awu 1 HTA PARA 1 NEW PART 1 wow PART 1 hw PART 1 2 MADE AA Pant a Y pe part 1 mann i MEA man 1 wreant 345 11 wem an an an nm amy cast CIS cast cast cast lurai Pentho F urii Meemi Detent G gt Contra O gt Avet Ses Order Value Report CSV The Order Value Report allows users to query on all orders based on a number of different filters The report outputs into CSV allowing users to perform further analysis The report will list only orders originating from countries and
30. D ORDL LINKED TO ORDER gt a SHIPMENT ADDED SHPU SHIPMENT UPDATED i 9 SHIPMENT AUTO UPDATE FROM JOB Enter Date Code lt Z00M gt SHIPMENT UPDATED LINKED TO JOB SHIPMENT XML SENT wos Ad Manual Even f DESCRIPTION CM Dele Email Detnils 5 af aa 58 View Orders linked to a Job Use the Option View Orders in the Import Job Registration screen to view a list of orders attached to the job on screen This option will only be available where the client has Order Tracking enabled and orders exist against the Job 2 Onde Trackung EXPEDIENT DEVELOPMENT Bie View Options GMA Men Hel Add Update Delete Find Browse Previous Next LINK JOB ORDERS Job 2902549 Customer HOBMAN Supplier EUR Mode Sea Order No Status Mode Chert Suppher Origin Disch t Req Date Doc Number Dounie Dick to oo to orde Double click on an order line to view the Order details Creating Import Job from Shipment An import job can be created directly from the shipment by using Options Create Job This will pre populate the import job entry fields from the shipment After the job has been created the shipment cannot be modified All shipment related milestones will be updated from the import job from this point The 2 vessel if this is entered in the Shipment will become the main vessel in the Job If there are multiple orders on the shipment with the same Forwarder and same Broker the Forwarder and Broker will be copied across to the n
31. DELETE action on an Order which does not already exist for the Shipment will be rejected This is an Order for the Client The Order Number must already exist in Expedient for the Client The Order must have the same Supplier as the Shipment The Order must have the same Transport Mode as the Shipment Order must be closed or cancelled Add Update or Delete If ContainerAction is not provided ADD action is assumed Existing Shipment Order Lines are checked for matching a Line Number Part Number and Container Number 53 KML Field SupplierPartNumber QuantityShipped ContainerNumber combination then Line Number Part Number and no Container then No Line Number Part Number and Container Number then d Part A match must be found before the UPDATE is actioned If no match is found a new Order Line will be Added An ADD action on an existing Order Line is treated as an UPDATE A DELETE action for a non existing order line is rejected This is the Supplier Part The Supplier Part Number must exist for the e Client and Supplier or e Client and Supplier DEF where the Site has the Customs Module This is the quantity shipped for the order line in this shipment Quantity Shipped cannot be blank otherwise it will be updated to zero Quantity Shipped cannot be a negative number This field can be updated by OrderLineAction UPDATE This is the container the order line has been shipped in Mandatory dependi
32. DI order line references where these are being used 80 Report Selection Report Format CSV v Client Code NEC Supplier Code a From Required Date MA TO From Ex Factory Date MA TO From Balance 0 00000 TO From Order Status NEW TO ao Report Progress Ordes Line EDI References Report Output to arch spool MENU 28217 out Crono ou Pi Ban emm Popri Calla mr Que Se Um rat Adi ieee Maat Digi 11 0 KU Fran 183141 tanda 111 da ali Dile Pre b We Li Pet Tira Line Referees bie un oe am i i mines MA ceed mn Poe ran OMN Oben AAA ML IPOD HATE NOCA Lt x ee IA LIA i ters S O a relives WEE Che AAA ETO IE PANEAS iA o AA A UNA _ ra Live os Posting Errors Expedient Order Tracking Post Errors When a customer has been set up so that order line confirmed quantities use the Update From Suppliers Invoices With Rules method any issues arising out of the automatic or from the manual post of supplier invoice quantities will go to the Order Tracking Posting Errors screen Order Tracking Customers Order EDI Shipment EDI Order Line Confirmed Quantity Update Order Line Confirmed Quantity Update Method used for updating confirmed quantities ej Order Line Confirmed Quantity Ignore Shipment Mode Do Not Uodate Confirmed Quantities Close Order Lines When No Balance 81 Order Tracking Posting Errors Customer ANEIWA SL ANEST IWATA AUSTRALIA PTY LTD Supplier AIRUSA A AIRLESSCO USA lob Number 3005880 Inv
33. E SupplierCode This is the Supplier Code stored against the Client in the 51 QB expedient KML Field Supplier Masterfile This field can be updated by ShipmentAction UPDATE Shipping Lines is matched by Code using the Customer Masterfile for Shipping Lines by SCAC Code which is stored ShippingLine in the Customer Masterfile Shipping Line tab or matched on Shipping Line Name from the Customer Masterfile Non matching Shipping Lines will generate a warning TransportMode A ir or S ea This field can be updated by ShipmentAction UPDATE CountryOfOrigin ISO Country Code e g CN for China VesselCode VoyagelD This is the vessel code stored in the Vessel Masterfile or the Lloyds Number for the Vessel in the Vessel Masterfile This field can be updated by ShipmentAction UPDATE This is the Voyage Number for the Vessel This must be provided if TransportMode is Sea and the VesselCode is provided This field can be updated by ShipmentAction UPDATE AirlineCode This is the IATA Airline Code e g QF for Qantas This must be provided with the TransportMode is Air FlightNumber SecondVesselCode SecondVoyagelD SecondAirlineCode SecondFlightNumber OriginPort DischargePort This is the Flight number It must be provided where the TransportMode is Air and the AirlineCode is provided This is the vessel code for transhipment vessel This is the vessel code stored in the Vessel Masterfile or the Lloyds Number
34. Expedient User Manual Order Tracking Gavin Millman amp Associates Pty Ltd 281 Buckley Street Essendon VIC 3040 P 03 9331 3944 e W www expedientsoftware com au Volume Table of Contents 2 CUSTOMER SCE ia erizo 5 order WAH a ee a ne eee ee ee eee 14 Web AA A AA 16 CIEN ACCESS ee did 17 OVERSEAS 18 Administrator Access A ad ae 21 Web Logom nica oi oca 22 Order 30 ONGCrIVINCSTONGS creta 35 Upaating Notes ina AA 36 Order NOTES oso a a a E E E E eeceies sees 37 Order History een 37 Adang Lines 38 Order POSTINGS iii 39 Estimated CONTONE A A ee ee AAA A een 39 CONRUGINGIS nennen 39 J a a cede 39 EDI Order Reference5 nn 40 CancelliNg Orders sisi AAA 40 Reinstating cancelled Orders cid 41 Order EVEN Sisa adds 41 View SIONES JOS e a e o a a a a a a 42 COPOS RA SAA AAA AA E a a 42 Order Creation File Upload 22 a a ee 44 Order Upload Setup nina 44 LOGGED Orders Into HONG TODO un 44 RUNES FOI Order UDI nidad 45 Email A ada 46 OrderCreation WEB ee ee ee ee er een rue 46 Order Editing Web 2 ee ee 47 Up1008 Documents ani AAN AAA AAA AAA AAA 48 UATE aaa Ser see oS Ra MP e e RO eR ee SA RUE OE Pea eee E 48 SNIPEN CEET OMI ESDE AIEN Mean mene ca 49 Shipment creation Ale Ud ee 49 Shipment Upload Setup u a banner 49 Shipment XML LOG Rules dde 51 Email Notification of Shipment Upload 55 Assigning Orders 56 AGGINGICONLaINENS 56 ASSIONING LINES AAA AAA AAA ANA 56 CONFIADA SHIDMEN
35. ML SENT 20 10 2014 1608 ato EX FACTORY 20 10 2014 1607 ato ORDER XML SENT 20 10 2014 1603 auto ORDA ORDER ADD 20 10 2014 1602 HELEN STAPELY CKI oi Use the L Add Jputton to manually add events to the order if required Click on a in the Event Type field to find the list of available Order events 41 Cuts Check For Updates Change Password Access Stats Shel Show Unlock AAA AAA A A A A nn Ja Peaches REED DIVISI i Md din Deletn add PO Preis Nex Noles menta al Linie Mu ARRIVED IRDER ENTRY Lines Milestones Notes Order Notes Order History Estimated Cor ae Order E u CUSTOMS CLEARED CUSTOMS SUBMISSION SENT Order Information DEHIRE DATE Cent VSCAHYG A DEVTEST Client VSCAHYG DELIVERED Order MELTESTOLO Order Date 20 10 2014 tu DEPARTED Supplier VSCAHYG 2 SCA HYGIENE met cand EX FACTORY A Order Events Add Manual Ener LATE AGENT CONFIRMATION j LATE ARRIVAL Description Event type LATE CUSTOMS CLEARANCE ARR ARRI Date A Time i LATE CUSTOMS SUBMISSION SPC SHIPMENT CONFIRMATION ContfEntry involce LATE DELIVERY XORD ORDER XML SENT LATE DEPARTURE EXF FX FACTORY i LATE EX FACTORY XORD ORDER XML SENT LATE REQUIRED IN STORE ORDA ORDER ADO Enter Day Code lt ZOOM gt LATE SUPPLIER CONFIRMATION dl 7 NEW ORDER valet nail Details ORDER COMPLETION ODOC CHASE DOCUMENTS FOR ORDER Tan su ORDER ADO ORDER CHEOK
36. RTURE DEPARTED 14 Expedient pP software Order Header Status LATE ARRIVAL Yes yom ARRIVED LATE ARRIVAL Yes m ARRIVED LATE CUSTOMS CUSTOMS Yes SUBMISSION SUBMISSION a LATE an Yes LEER CLEARANCE LATE y 24 HOURS since final milestone completed Yes CLO CLOSED 15 Note The milestones used and their sequence as well as the associated order status can be modified via system parameters Milestones that can be used in addition to the above are Milestone Description Level ce Active st Date Late Check Comp Status Comp Event ORDER CREATION Header 4 NEW Y OVERSEAS AGENT CONFIRMATION Header SUPPLIER CONFIRMATION Header EX FACTORY Header DOCUMENTATION RECEIVED Header MOUSE BILL ASSIGNED Header RECEIVED AT ORIGIN PORI Header Header ETD DEPARTURE DATE Header Web User Set Up There are two ways that the order tracking system can be accessed 1 Expedient System 2 Expedient Order Tracking Web site Web users must be set up using Order Tracking Web User Parameters Web Users are defined as three different types The type selected for the web user will control the information the user can access Web User Type Client Granted to the employees at the client company Client type web users will be able to access the information regarding imports for their company only Overseas Agent Granted to the employees at the Overseas
37. SA Currency USD S Additional Information Vendor Order No Est Containers 5 Ad Containers Vendar Invoice Est Packages 0 No Of Shipments Agent Order No Nco Fo Pickup Transit Time Weeks Direct Tranship Direct DG Goods Goods Catg BANANAS AND APPLES Indent Order i Business Unit a Follow Up Created By On 20 11 2015 AM Order Created Method EDI Modified By jakem On 24 11 2015 MM 12 57 Document No 1210 J 1 af 310 WR FieldName Description Validation Default Order Entry Status This indicates the current status of the Order System Generated Client This is the client code followed by the Client Business Mandatory Blank Name Use the IQ to search for the Customer Code The client cannot be changed after the Order has been created Order This is the reference for the Order Mandatory Blank Order Date This isthe date of the Order Mandatory Today 30 Supplier This is the Supplier of the Order Use the IQ to search for Mandatory Blank the Supplier Expedient will check after this field that a duplicate Client Supplier and Order Number doesn t already exist in the EDI Order screen Forwarder This is the Forwarder associated with the Order Use the Mandatory Blank Ia to search for the Forwarder Broker This is the Broker associated with the Order Use the IQ Optional Blank to search for the Broker Requiredin This is the date the customer requires delivery of the Optional Bla
38. SHIPMENT ENTRY Orders Container ines EDI Shipment Re srences Order Number Pert Hanner Part Description Ordered Shipped Cortaner No 5 00000 00000 TTWU1234567 Shipped Tote 18 00900 The Total of the Ordered and Shipped columns is also shown at the foot of the lines table NOTE The Ordered Total will automatically change if the Ordered Column in the Orders is changed for that specific Part Number and Order Number 56 Expedient Confirming a Shipment A shipment can be confirmed after a house bill has been entered Once the shipment has been confirmed shipment related milestones are automatically created against each order assigned to the shipment Please Note Once a Shiament is confirmed linked to a job then no updates to the shipment are possible by users If any updates need to occur the update is to be performed at the job level File View ptione GNA Mark Help m x e u Add olas Dee Find Bremse Prevous Nest Bens SHIPMENT ENTRY Orders Conteners Lines Check ist EDI Shipment References Somem FI Staus Confirmed Trenepert Node Ses Doce Recersed u Chert Reference umber ABCII3 Cem DEMCOM DEMONSTRATION COMPANY NAME Supeies 1018 4 NIPPON PILLOW BLOCK SALES COL Stepping Une Oscharge Port MELBOURNE Voyage lD ENT Desination Port SYDNEY ind Vene 2nd Voyage lO ABCEUR Ongn Bart UMAX i OS ANGELES Vert AALS AAL DRISRANE AHE AJED ET MIL u Mose POUSE ABCI23 Consol STA ION Jb 3001122 Crewt
39. T 57 Assigning Containers to the Order cstersc acteatecseacetssucseotdwsaeces 58 SHIDMONTE Events aiii ii ANA 58 VIEeW Oraers ANEEL ANEETA EUNE E R 59 Creating Import Job from Shipment na ens 59 Cr ate Suppliers INVOICE from SNDE ta ren 59 Create JOB TOR Order aaa aa 59 Add View Customer Referent S nene een nee Ener Tee E ee 60 Find Shipments by Client Reference Mumber 60 SHIP Ment Creatine 61 A O REA 63 Inbound Order Interface siii A ad 63 Order Header Mandato Wii ie 63 Order Header References OPtON O aas 64 Order Container Types Optional iii ita 64 Order Lines ODUONG osas A IAS A aos 64 Order Line References Optiondl 65 JOO LEVEIOrder Tracking ee a N 66 Order and Shipment File Load Web 67 Flat ASCII file defining the order header and order detail elements cccscceccesccsccecccsccecceccceccsccesccscceccecccscceccescees 67 Mpound Order intactas 67 shipment Header Interact T O 70 REDOING EXpPedlentlcs pides 73 Manual ad OG Reports atados 73 AUTOMATIC ROOTS ee ee ee a aa 75 Diagnostic Reports Expediente 78 Linked Orders Without Supplier Invoice Lines Report 78 Open Orders WIth NO Open LINES ai ANNAN 79 Unlinked Orders With Inv Linn s cecccccccceccccccccsccccccsccccccscsccccecscsccscscscsscscscsccscccsccecscscsccscscsecscscsccscccsccscscsccecscccsececs 79 Order Eme EDI References 80 POSUNE ENON Expedia 77 81 Order Tracking POSUELIONS aiii 81 Reporting WED srren 82 Al Shipments W
40. are updated from the job once it is created A link is created to the order from the job User enters loads order header User enters loads order lines User enters loads shipment header User enters loads shipment lines User creates the job Order status is updated based on order header and line milestones Shipment related milestones are Advantage Less Data Entry Disadvantage Tracking of order shipment status from job entry only Advantage Tracking of order prior to job creation Ability to track parts at container level Disadvantage More Data Entry updated from the shipment until the job is created Order line quantities are updated from the shipment lines A report is used to highlight discrepancies between the order line quantities and the supplier s invoice Advantage Tracking of order prior to job creation Ability to track parts at container level Disadvantage More Data Entry Shipment Advantage Less Data Entry Disadvantage Tracking of order line shipment status from suppliers invoice entry only Order Tracking Level Description Advantages Disadvantages User enters loads order header Advantage Less Data User enters loads order lines Entry Disadvantage Tracking User DOES NOT enter shipment of order shipment status header from job entry only User DOES NOT enter shipment lines Tracking of order line shipment status from User creates the job suppliers invoice entry
41. art ETA 10711 20 gt Job Manbar Vessel Voyage Incomeng Vesse Q Income Voyage anos wee MA OBDEFS MIMDATS MPTATE ELFEFDATE gt CMe HALA LOOT A eewrr a NOTE One set of shipment milestones is associated to the order for each linked shipment job 61 t Order tracking MOME ENQUIRY ORDERS SHIPMENTS REPORTS 7 81 REPORTS CHANGE PASSWORD LOGOUT Bd search Order Part Container Search Advanced Search W Orders 103 EST CONTS 0 NOTES S Containersio Lmes 5 M Contacts 1 P Events 9 w Linked Shipmenty 2 RETANA Ti MILE 22 Milestone Mouse Bal Estimated Date Completed Date Update User Update Oste t gt OVERSEAS AGENT CONFIRMATION EX FACTORY HOUSE BILL ASSIGNED Y a 06 02 2013 06 02 2013 09 02 36 HOUSE BILL ASSIGNED Y 1133333 06 02 2012 06 02 2012 09 04 03 308 CREATED 1235 108 CREATED 1233333 ETO DEPARTURE DATE 123 06 01 2013 ETD DEPARTURE DATE 1733333 06 07 2013 ETA ARRIVAL DATE 123564 29 03 2013 ETA ARRIVAL DATE 1233233 29 03 2013 SUPPLIER INVOICE CREATED lz SUPPLIER INVOICE CREATED 1233333 CUSTOMS CLEARANCE COMMENCED 1288 CUSTOMS CLEARANCE COMMENCED 1233333 CUSTOMS CLEARANCE COMPLETED 127 CUSTOMS CLEARANCE COMPLETED 1233333 DELIVERY DATE 1236 DELIVERY DATE 1233333 DEMIRE DATE 1236 DEHE DATE 1233333 62 Interfaces The following standard interface specifications will be available to the
42. ate No 11 Default Blank Blank Field Name Method used for updating the confirmed quantities Ignore Shipment Mode Close Order Lines When No Balance Post To Lines With Zero or Negative Balance Jobs Must have a lodgement date Description Defaults to Standard Update Rules as specified above for order tracking type and level Standard Update as described above for order tracking type and level Update from Suppliers Invoices With Rules Can be used for any order tracking type and level When used the Order Line Confirmed Quantity Update Rules will apply The supplier invoice quantity allocations will be visible from the order lines and reposting of order quantities will be possible from the import job registration screen Do Not Update Confirmed Quantities Suspend all updating of confirmed quantities The shipment mode of the job linked to the supplier s invoice is ignored when posting quantities to the order lines When the balance is O or negative then do not allow further posting on the line Allow posting to lines with zero or negative balance Posting will only occur if the order line is not closed for posting Only use supplier s invoices for jobs that have been lodged when posting quantities to the order lines Validation Optional Optional Optional Optional Optional QB expedient ient Default Standard Updated When Upd
43. ate from Supplier Invoice With Rules is used a background process will run periodically to recalculate confirmed quantities for Import jobs registered within the last 90 days With new deleted or updated supplier s invoices since the last time this post was run The job will have an OPLP Order Tracking Part Line Post event for each time the post is run for the job OR For which a post has never been run This post can also be run manually from the Import Job Registration screen using Options More Options Post Supplier Invoice Qty to Orders Any errors arising from the posting process can be viewed in the Order Tracking Post Errors screen 12 a 3 Order Line Posting Menu Order Tracking Post Errors 13 Order Milestones The following process flow applies for the orders of customers using order tracking Header Order Status ORDER CREATION NEW NEW ORDER y s TODAY gt LACN Yes Estimated No Confirmation MES ACN AEA EN CONFIRMATION date Milestone s TODAY gt Supplier LSCN Yes Estimated No lt Confirmation Yes SCN SUPPLIER CONFIRMED date Milestone y s TODAY gt s Ex Factor LEXF Yes Estimated No Milestone Yes EXF EX FACTORY date Completed Milestones created after this point are shipment related e they are created when a shipment or job is assigned to the order SHIPMENT CONFIRMATION LATE DEPA
44. ation Mode Follow Up Customer Code Supplier Code Freight Forwarder Customs Broker Origin Port Discharge Port Destination Port Buying Agent OS Agent 11 02 2013 oJ 11 02 2013 pra Y DEMCON ABCINT TAYENT 46 Gross Weight Weight Unit Cubic Metres Est Cont Est Pkgs Order Value Vendor Order Number Vendor Invoice Number Agent Order Number Goods Category Dangerous Goods Cancel y A Linesia B Cortacta 2 P Evarta 9 W Linked Shpmentsi0 ORDER CREATION y 20 19 2012 20 12 2012 10 10 02 OVERSEAS AGENT CONFIRMATION SUPPLIER CONFIRMATION EX FACTORY MOUSE BILL ASSIGNED 08 01 2013 100 CREATED 11 12 2012 ETO DEPARTURE DATE ETA ARRIVAL DATE y 15 12 2012 28 12 2012 20 12 2012 00 01 04 SUPPLIER INVOICE CREATED CUSTOMS CLEARANCE COMMENCED CUSTOMS CLEARANCE COMPLETED DELIVERY DATE DEHINE DATE et Milestones can be viewed and modified through the milestones tab on the web site for the selected order Order Editing Web Editing an order is a similar screen to Adding an Order One main variance is the ability to upload and view documents Order Number HELTESTOI Order Status NEW ORDER Order Date 11 02 3013 gp Required In Store 11 02 2013 Transportation Mode Ses Follow Up Grass Weight w Weight Unst KG Cubic Metres 20 Est Core 11 Est Pkgs 2 Order value 3 Vendor Order Number 987654321
45. d and this will need to be set by the user O O O O O O O O O O O O 0 Add View Customer References This option allows the addition and update of client reference numbers to a Shipment This is available from the Options menu in the Shipments screen This option will only be available where a Job is linked to the Shipment ae Client Reference Numbers Job No 3003859 Client Reference Numbers ORDER33 002 Any client reference numbers entered in this screen can be searched for in next option Find Shipments by Client Ref Find Shipments by Client Reference Number Use this option to search by Client Reference Number The client reference must have been added against a Shipment in the Add View Client Reference Numbers screen 60 ae Find Shipments by Client Reference No Select Client Reference No Cust Code aj Reference No OO O 00 Enter Client Reference Number The Cust Code field is optional If you have only the client reference number this option can be used as a quick way to searching shipments during a client enquiry Shipment Creating Web Shipment creation through the web is very similar and triggers the same email notifications and order status updates as shipment creation through the expedient system H Docs Receved 2071172062 7 Customer Coda III Tranaurtaton Mode m Supplier Code A Chert Refererce No Shopping Line rouse mon Port Corfrmad Discur Qe rt ETO ort 7 Destination P
46. d from shipment Further rules are shown in table below KML Fields ShipmentAction Add Update or Delete Each Add action must have a unique Client Reference Number If an UPDATE action is received for a new Client Reference Number Expedient will ADD a new Shipment If an ADD action is received for an existing Client Reference Number Expedient will UPDATE the existing shipment If a DELETE action is received for a Client Reference that does not exist in Expedient it will be rejected An UPDATE action will be processed for non mandatory fields that are in the file and are blank The corresponding field in the Shipment in Expedient will be blanked out A DELETE action will ignore all fields in the XML apart from the Shipment Action A DELETE action will remove any reference to it from associated orders and the status of the associated orders is recalculated An UPDATE action will be ignored if the Shipment is linked to aJob A DELETE action will be ignored if the Shipment is linked to a Job This must be a unique number for the Client ClientCode This is a code or name used by the customer to identify themselves This can be the Expedient Client Code in the Customer Masterfile or the Client Reference stored in the Order Tracking gt Order Tracking Parameters gt Customer Parameters Shipment EDI tab The Client must have order tracking on to load the Shipment file This field can be updated by ShipmentAction UPDAT
47. dd mode the first line in this table will default to match the street address country in the Customer Masterfile for the Overseas Agent Additional countries can be added in subsequent lines Alternatively leave the country column blank to give the Overseas Agent web user order tracking email notifications for imports originating from all counties F g Where the Overseas Agent is associated with imports from China and India but Web User Contact A only wants to receive order tracking email notifications for imports originating from China enter CN in the Associated Country column If Web User Contact B wants to receive order tracking email notifications for imports originating from India only enter IN in the Associated Country Column If Web User Contact C wants to receive order tracking email notifications for all imports regardless of the Origin Country leave the Associated Country column blank 27 Optional Default from Company Masterfile for the Overseas Agent Field Name Description Validation QB expedient Default Port Zoom Select the Ports within the Origin country that the Overseas Agent contact is associated with In Add mode all the origin ports for the origin country are selected Use the zoom to view the list of Ports at the Origin country 5 Arsoosted Oegin Ports Pi a E p Port Port Code Name CNAKL ALATAWSHAMKOU CNAQG ANQING CNART ARHAXAT NASN ANSHAN CNBAO
48. der Tracking Customers Order EDI Shipment EDI Client Reference used for Inbound Order XML Interface AACTSTA Advise the chent to send the EDI XML File to email address ordtrackau gmaaust com au Load EDI Orders Into Hold Table No Customer Sends All Open Orders Yes EDI Order Tracking Interface with Client Email to send XML to Email to send alerts to File Directory path storing sent EDI Order Tracking Files Field Name Client Reference used for Inbound Order XML Interface Load EDI Orders Into Hold Table Customer Sends All Open Orders EDI Order Tracking Interface with Client Email to send XMIL to Email to send alerts to File Directory path storing sent EDI Order Tracking Files Description If the client sends Order data in a file the file must contain a reference to identify where the file originated from Input the reference in this field Determines if the Customer s Orders will be loaded into a holding table via the XML interface or be updated directly into the order tables NOTE The holding table is the EDI Order screen Determines if the XML order file for the Customer will be the full file of open orders All other orders lines are closed or cancelled Select whether client expects Order XML from Expedient to be sent to them If yes then enter in the interface details The email address the XML file should be sent too The email address the alerts should be sent too File Dir
49. der screen is the same that is shown in the Orders screen Rules for Order Upload The following rules are applied when an XML file is received to the specified email address for uploading into Expedient 1 Data from the XML file is uploaded into Expedient for an existing Order except where the order is linked to a Shipment and there is pre existing order line information in the Shipment 2 Ifthe OrderAction is NEW but the Order already exists in Expedient the data will be loaded as an update to the existing order 3 If the OrderAction is UPDATE but the Order does not already exist in Expedient the data will be loaded and a new order created 4 The following fields are mandatory to Delete an order a XML Header section i OrderNumber ii ClientCode b XML Order Line section i PartNumber ii OrderLineNumber if the part appears on more than one line and only some lines are required to be deleted 5 Order Line information If the OrderLineNumber segment is provided and the order line is already present on the order then the Add will be interpreted as an Update Expedient will try to find a matching Supplier Part Number in the Parts Masterfile If this cannot be found it will try to find a matching Client Part Number In all other cases the new line will be added to the order If the OrderLineNumber segment is provided and the order line is not present on the order then the Update will be interpreted as an Add
50. e entered manually if required Description Type Man Opt Example Notes 1 Record type j Ice m a NS 1289 00 G Will default to KG if not specified 2300 00 YorN 8 A i an 2 3 clientcode jo ce m seost a Reference Name 30 je m Name 5 heference Value 50 c m vae 68 T 10 Description Max Man Opt Example Notes 0 Record Type Order Number 3 ABC1234 BLAJ Client code REEPTY 1 10 Supplier Code 10 EEE 5 Quantity Ordered 5 Unit Of Measure 10 1 Required In Store 12 12 2010 Will default to the order header required in store date if not specified Supplier Part 3 M 08125401103 Number The part number must be enclosed in double quotes Order Number ABC1234 SLCTEST 69 QB Expedient Shipment Header Interface Shipment header container and detail lines will be in the same file shipment header followed by one or more container lines followed by one or more detail lines Multiple shipments can be in the same file Each record will be on a separate line All fields will be separated by a comma Description Type Man Opt Example Notes ent Record Type Shipment Number C M ae for this shipment This is a user shipment number for each shipment received via an interface ce qw E Air or Sea e Client Code Supplier Code Transport Mode lt i ZMB Mandatory when transport mode
51. e user who created the order System Generated This displays the date of the order creation System Generated 32 Field Name Description Validation Default Order This indicates how the order was created in Expedient Created Generated Method Modified By This display the name of the user who last updated the N A System order Generated This display the date the order was last updated System Generated Line No This indicates the line number for the Order Optional Blank Supplier Part Conditional Blank Enter the Supplier Part Number Use the IQ to search for Number the Parts stored in the system for the Client and the Mandatory if Supplier a Line No is added Part This displays the part description for the selected part N A Parts Description number Masterfile UOM This is the unit of measurement for the order line Use the Optional Blank a to select a UOM code Ordered Enter the number of parts on the order line Conditional Blank Mandatory if a Line No is added Unit Value Enter the unit value for the order line Optional Blank U UQ Enter the secondary unit of measurement for the part Optional Blank Confirmed This is the date the order line was confirmed by the N A Overseas overseas agent Agent Delivered This is the date the order line was delivered N A Job Registrati on Cancelled This is the date the order was cancelled N A Order Tracking Unit Price Enter the unit price for the part Optional Blank 33 Field Na
52. ectory to store incoming EDI Order Tracking Files Validation Default Mandatory Blank Mandatory Blank Mandatory Blank Optional Optional Optional Optional Order Tracking Customers Order EDI Shipment EDI Client Reference used for Inbound Shipment XML Interface AACTSTA Advise fhe chent fo send the EDI XML File to email address xmishipment devtestgmaaustintau How do we receive the client s shipment file Email Email Address xmishipment devtest gmaaust int au 10 Field Name Description Validation Client This tab will appear if Order Tracking or Header Level Optional Reference Shipment Order Tracking Customers Tab used for Inbound If the client sends Shipment data in a file the file must Shipment contain a reference to identify where the file originated XML Interface from Input the reference in this field How dowe Select either the Email FTP or Write File to Server from Optional receive the the drop down list Additional fields will appear depending client s upon the selection shipment file Order Tracking Customers Order EDI Shipment EDI Order Line Confirmed Quantity Update Order Line Confirmed Quantity Update Method used for updating confirmed quantities Update From Suppliers Invoices With Rules Order Line Confirmed Quantity Update Rules Ignore Shipment Mode No Close Order Lines When No Balance No Post To Lines With Zero or Negative Balance No r Job Must Have Lodgement D
53. ed By tariab Moad ed By tartiad 0 11 2013 01 11 2011 oy ci pi sa Dudas hinnie DOEDIDNT WERDEN file Wew Options GMA Maint Kine p a A ri 4 i u amp u 5 Add Updste Delete Find Browse Previous Net Notes Shipmentsllobs Create Job from Orde 0 Contacts Doc mnis un sa im aM ORDER ENTHY Lines Milestones Motes Order Notes Order History Estimated Containers Containers Delivery Details EDI Order Heferences Mast House Esimalod Date Actua Date Event On Late Date Update Cute Update User OVERSEAS AGENT CONFIRMATION 7 SUPPLIER CONFIRMATION 4 EX FACTORY 1 HOUSE HILL ASSIGNED HUSEBILL 21 10 2014 J JOB CREATED MOUSEHILL ETD DEPARTURE DATE HOUSERILL 5 03 2012 ETA ARRIVAL DATE HOUSEBILL 29 03 2012 21 10 2014 21 10 2014 SUPPLIER INVOICE CREATED HOUSFBILI CUSTOMS CLEARANCE COMMENTED HOUSERILI CUSTOMS CLEARANCE COMPLETED HORISEHILL DELIVERY DATE MORSEBILL 1 of 1 ov 57 Assigning Containers to the Order Containers can be assigned to the order once they have been added to the shipment All containers associated with the Shipment are automatically associated with the Order If this is not the case Update and untick in the Associate Order column the containers which are not part of the Order If Containers are added to the Shipment after the Shipment is linked the Order the new containers can be linked to the Order using the Options menu Associate all Containers
54. er the volume in cubic metres for the Order Optional Blank Order Value Enter the Order Value Optional Blank Currency Select the Order Value Currency Optional Blank Vendor This is the Order Number the Vendor associates with this Optional Blank Order No order Vendor This is the invoice number used by the Vendor Optional Blank Invoice Agent Order This is the order number used by the Agent Optional Blank No Transit Time This is the expected transit time for the order in weeks Optional Blank Goods Ctg This is the goods category for the order Optional Blank Business Unit This is the code of the Business Unit associate with the Optional Blank Client for this order Enter an active Business Unit Est This is the number of containers expected for the order Optional Blank Containers Est Packages This is the number of packages expected for the order Optional Blank INCO These are the INCOTERMS for the order This will be Optional Blank automatically populated from the Supplier Masterfile if this information has been provided Direct This indicates the form of the routing for the order Optional Blank Tranship Pickup This indicates if the goods require pick up Optional Unticked DG Goods This indicates if the goods are hazardous Optional Unticked Indent Order This indicates if this is an indent order Optional Unticked Followup _ This indicates if the order is flagged to be followed up System Generated Created By This displays the name of th
55. ew job Create Suppliers Invoice from Shipment This function available from the Options menu in the Shipment screen if your site has the Customs module and will use the information in the Shipment Lines tab to generate a Supplier s Invoice for the linked job The user will be prompted to enter the Invoice Number The shipped quantity for each part number will form the invoice quantity and the Order number will form the P O Number on the Supplier Invoice line Create Job from Order El Use the toolbar button Create Job from Order ftom Order Tracking gt Order Tracking Input gt Orders screen to copy the details from the Order to create a Job Relevant details will be copied over and a new job number will be provided The following information is copied from the Order to the new Job Transport Mode to Job Type Client to Cust Code Supplier to Supplier Forwarder to Forwarder OOOO 59 QB Expedient Broker to Broker Order Number to Customer Reference Job Type to Job Class Origin Port to Load Port Discharge Port to Disc Port Destination Port to Dest Port Gross Weight to Weight Gross weight units to Weight Units Cubic Metres to Volume valid only for Sea jobs Currency to HB Currency Est Packages as No Pkgs DG Goods if flagged Yes DG Refrigeration to Dangerous Goods Order Notes to Job Notes o Deliver to Deliver to Please note the Prepaid Collect information for the Job is not known at the time the new job is create
56. f the Order Tracking is set to Default check the Order Tracking System Parameters 2 Order Tracking Customers EXPEDIENT DEVTEST File View GMA Maint Help v 0 a K l 4 Vela r ler rn Yen sim tT vii JUE rice Al on UW gt E rTEVIOUS exi Add Updat Delete Find Browse eviou Nex Order Tracking Customers Shipment EDI Client Reference used for Inbound Shipment XML Interface wise the client to send the EDI XML File to email address xmishipment devtest gmasustintaw How do we receive the dient s shipment file Field Name Description Client Enter the reference the client will use in their XML to Reference identify the Shipment is from them used for Inbound Shipment XML Interface Howtowe Select from the pull down list how the Shipment XML file is receive the received Depending on the select more fields will appear Client s to enter further details for file upload The Email FTP and shipment Write File to Server fields are mandatory once the type of file file receipt is selected 50 Validation Default Mandatory Optional QB Expedient Shipment XML Load Rules This is the order in which the data from the XML is added modified or deleted Shipment 1 2 Shipment Orders 3 Shipment Containers 4 Shipment Lines On the conclusion of processing 1 Shipment milestones are added to orders linked to a shipment 2 Shipment milestones and shipment lines are deleted for order unlinked delete
57. he web user 17 Validation Mandatory Mandatory Mandatory Mandatory Mandatory N A Mandatory Default Default from Company Masterfile Blank Blank Blank QB expedient Overseas Agent Access E Web Order Tracking Users EXPEDIENT CEVELOPMENT a de E k J gt Add Update Delete Find Browse Previous Next Web Order Tracking Users Functions Overseas Agent Details Company Name GAVIN MILLMAN amp ASSOC AUST GR Web Order Tracking User Type Overseas Agent Active Yes Overseas Agent PHOUSA 4 FRED SMITH INTERNATIONAL User Name thi User ID 50012 Password eee Created By taniab On 10 04 2013 Modified By taniab On 10 04 2013 gt Bef 12 I WR Field Name Description Validation Default Company This is your company name and cannot be updated Mandatory Default Name from Company Masterfile Web Order Select the type of access granted to the web user Mandatory Tracking User Type Active Is the Web User active Select no if access the Order Mandatory Tracking is no longer required Overseas This field appears when the Web User Type is Overseas Mandatory Blank Agent Agent Select the code for the Overseas Agent the Web User is associated with User Name Enter the contact s name Mandatory Blank User ID This is a system generated code used to identify the web N A user The Code will appear on saving the new Web User details Password Enter the password for the web user Manda
58. ications for the origin country and origin port will be listed 2 Cenas Agent Cortar OVERSEAS AGENT CONTACTS Contact Name Emall Address TANIA BINOS taniabdbexpectoriisaltwarecorn_au View Update Personnel The active status can be updated from this screen Use the button to open the Personnel screen and add or update contact information at the Overseas Agent 29 Order Creation Expedient Orders can be entered manually through the Expedient System r Cedars EXPEDIENT DEVEL OPMENT 0 1 File Wew Options GMA Maint Help i A A E q b u u o u 6 u Add Update Delete Find Browse Previous Next Notes Shipments Jobs Create Job from Order O S Contacts Docs Events ORDER ENTRY Lines Milestones Notes Order Notes Order History Estimated Containers Containers Delivery Details EDL Order Order Status gt Status LREQ LATE REQUIRED IN STORE Order Information gt Client DEMCON DEMONSTRATION COMPANY NAME 01234567 Docs 0 Order TANORDTEST1 Order Date 20 11 2015 PU Required In Store 23 10 2015 MI Supplier 1008 AL ENE DEUTSCHE LIEFERFIRMA Transport Mode Sea Forwarder AFREIGHT u HEETE Job Type Broker ABROKER q Shipment Type Origin Pot 53 5 Discharge Port AUSYD R SYDNEY Gross Weight 100 00 kg Destination Part AUSYD A SYDNEY Cubic Metres 1 600 Buying Agent ABLYER E Order Value 537 95 z Overseas Agent ANOSAGENT
59. ion Report Parameters Supplier SHOW ALL SHOW ALL m E Order Creation Date between 11 11 2012 pm and Created to Overseas Agent Confirmation Days _ Ignore Overseas Agent Confirmation to Ex Factory Threshold days Ignore Arrived to Customs Clearance Threshold Days Ignore Customs Clearance Completed to Delivery Threshold Days Ignore ETA Completed to Delivery Threshold Days Ignore 90 Expedient As per above example we wish to identify any exception in the Arrived to Customs Clearance milestones Arrived to Customs Clearance Completed threshold days If an acceptable number of days between these 2 milestones is between 1 and 2 days then anything greater than that is deemed as an exception Enter 2 in this field The report will then display any order that has a Customs Clearance Completed Date more than 2 days from the Arrival Date As per below results The Variance field within the Arrival to Clearance Milestones displays values for any order that exceeds 2 days Shipment Exceptions Overview Created to Ready 000000 Ready to OAC Amved to Cleared Milestone Cleared to Delivered Arrived to Delivered CEVA27 1078 3 2 11 Feb 2013 1647 tot Please Note If users wish to ignore any exception tick the Ignore tickbox next to the exception Order Created to Ex Factory Exceptions The Order Created to Ex Factory Exception Report identifies any exception that occurs for orders that pass from Order Crea
60. is to be added in this field Added These are Read Only fields and outlines who added the Optional By AddedOn reference on the line level and on which date 34 QB expedient Order Milestones The completion of a milestone can be associated to an event such as a notification or report being emailed to a contact associated to one of the order entities customer supplier agent freight forwarder customs broker Order Header EXPEDIENT DEVELOPMENT iam file View Options GMA Maint Help i Fnd ORDER ENTRY Lines Milestones Notes Order Notes Order History Estimated Containers Containers Delivery Details EDI Order References Milestone House Estimated Date Actual Date Event On Late Date Update Date Update User ORDER CREATION 05 05 2014 7 05 05 7014 OVERSEAS AGENT CONFIAMATIO 05 05 2014 06 05 2014 helens SUPPLIER CONFIRMATION EX FACTORY OK Cancel Enter changes Into form When an estimated date has been entered against a milestone the status of the order will become a late order status if the milestone has not been completed by that date refer to order status flow chart Orders in a late order status are automatically flagged for follow up This allows to user to search and report on those orders that have fallen behind schedule The user can enter a completed date against a milestone This will cause the status of the order to change and will trigger email notifications to appropriate contacts 35
61. ith PARES iia 82 AISHIRMERTS u a 82 Order Status SUMMA Vii ASA a 83 All Orders 83 Order Value Report CSV 86 AA AAA AA AA een 87 SUPPIY Ehaln Trend Summary ti tabard i 89 SHIPMENE EXceptions une 90 Order Created to Ex Factory EXCUSA a 91 SNIBMEHE DUFAON ECO 92 SUPDIIEK Performance a ais 92 ARENA a ee ee ee ee ee 93 INTRODUCTION Xpedient software containers the Order Tracking Module which allows for the tracking of Orders and Shipments by Customers and Agents via the Web System Set up The system defaults for order tracking are set up using Order Tracking Parameters System Parameters This is where the default order tracking type is defined This can be overridden at the customer level m Order Tracking System Parameters EXPEDIENT DEVELOPMENT File View GMA Maint Help XJA GG a Add Update Delete Find Browse Previous Next Order Tracking System Parameters Company Name GAVIN MILLMAN amp ASSOC AUST Order Tracking Part 3 Part Level Shipment Default Freight Forwarder ABCINT ABCO INTERNATIONAL FREIGHT INC Default Customs Broker TAYENT G TAYPER ENTERPRISES PTY LTD l Validate Parts Classified in Orders Yes on Modified By on 02 12 2015 1 of 1 Field Name Company Name Order Tracking Header Part Level Default Freight Forwarder Default Customs Broker Validate Parts Classified in Orders Created By On Modified By On Description Company Name from Ad
62. lick OK and Exit 2 Ports will appear in the Ports column in the CN row If Web User Contact B wants to see all imports originating from China on Add tab through the Port Zoom column and All Ports will appear in the Ports column 20 Optional All Ports Administrator Access Web Order Tracking Uses EXPEDIENT DEVELOPMENT File View GMA Maint Help x a A ay J Add Update Delete Find Browse Previous Next Web Order Tracking Users Functions Company Name GAVIN MILLMAN amp ASSOC AUST Web Onder Tracking User Type Administrator User Name Tim Accimanages User ID 50009 Password eeeeese Administrator Order Tracking Clients Ghent Business Name Order Tracking Cade Access 4X4 FOUR TIME FOUR Yes DEMONSTRATION COMPANYV VATAWWWWWVVi Yes METPTY MET LINK AUTRALIA Yes ftoft Field Name Description Company This is your company name and cannot be updated Name Web Order Select the type of access granted to the web user Tracking User Type Active Is the Web User active Select no if access the Order Tracking is no longer required User Name Enter the contact s name User ID This is a system generated code used to identify the web user The Code will appear on saving the new Web User details Password Enter the password for the web user 21 Validation Mandatory Mandatory Mandatory Mandatory N A Mandatory Default Default from Company Masterfile
63. me Description Validation Default Required This is the date the order line is required by the customer Optional Defaulted Date from Order Entry tab Status This is the current status for the Order Line System Generated This is the value for the order line based on Ordered x Unit System Price Generated You can manually select Air or Sea from the drop down list System or when saving this line it will default to the MOT that is Generated shown in the Transport Mode on the Order Entry Tab Deliver Code This is hidden by default but can be accessed by right Optional clicking the column heading and selecting Delivery Code You can use the Zoom function to search for the Delivery Code Once it is added it will appear in the Deliver To fields underneath the line items These Delivery details will change as the user moves to each line item Post Closed This is only visible for customers that use Update From Suppliers Invoices With Rules It is a noentry Yes No field that shows if the order line has been closed for further posting of quantities from suppliers invoices Reference This reference name is based on the line level and can be Optional Name changed as the user moves to each line item Additional information that needs to be known is to be added in this field Reference This reference value is based on the line level and can be Optional Value changed as the user moves to each line item Additional information that needs to be known
64. ministration gt Company Details None Order or Part These options change dependent on the Order Tracking type Enter the code for the Freight Forwarder where Orders are created for this site Enter the code for the Customs Broker where Orders are created for this site Select whether parts are required to be classified before they are used in Orders This is the user to first entered the Order Tracking details for the client and when This is the user who last updated the Order Tracking details for the client and when amp Expe Default Validation N A Mandatory Mandatory Optional Optional Optional N A dient software N A Blank Blank Blank System Generated System Generated The following is a description of the different order level tracking type processes Order Tracking Level Description Advantages Disadvantages Advantage Tracking of order prior to job creation Disadvantage More Data Entry User enters loads order header User enters loads shipment header Shipment User creates the job Order status is updated based on order header milestones Shipment related milestones are updated from the shipment until the job is created Order Tracking Level Advantages Disadvantages Shipment Line Description User enters loads order header User creates the job Order status is updated based on order header milestones Shipment related milestones
65. nes Output to arch spool MENU 22331 out 4 A E C o E F 6 re j E i Orders Not Linked With Supplier invoice Lines Date 21 09 2015 Time 16 18 05 Order o Status Customer Order Date 0 5 Agent Required in Store Job Number Invoice Number 3 64506207002 LATE DEPARTURE DEVTEST Client TESTCUST 1 08 2013 DEVTEST Client OKINI1I 4 11 2013 346M COTEST11123 4 4506267062 LATE DEPARTURE DEVTEST Client TESTCUST 1 08 2013 DEVTEST Client OKIN111 4 11 2013 3045465 COTESTI2234 5 amp 506207062 LATE O PANTURE DEVIEST Ghent TESTCUST 1 08 2019 OEVTEST Client OKINILI 4 11 2013 mass COTESTIAZIA h 4506267061 LATE DEPARTURE DEVTEST Client TESTCUST 1 08 2013 DEVTEST Client OKIN111 4 11 2013 3045464 CGTEST11123 7 45056267067 LATE DEPARNTURE DEVTEST Client TESTCUST 1 08 2013 DEVTEST Client OXINI14 4 11 2012 045466 COOCV E 4500267061 LATE DEPARTURE DEVTEST Client TESTCUST 1 08 2013 DEVTEST Client OKIN111 4 11 2013 30453006 COOCVZ 0 4506271269 LATE REQUIRED INSTORE DEVTEST Client TESTCUST 27 09 2013 DEVTEST Client OSTILI 3 03 2014 3045773 ARA 10 4506071269 LATE REQUIRED STONE DEVTEST Chient TESTCUST Cliemt OSCILI 1 04 2014 4577 NRA n HELTESTOIC LATE DEPARTURE DEVTEST Client TESTCUST 20 10 2014 24 10 2014 3045762 HELSHIPINVOIO 12 MELTESTOIO LATE DEPARTURE DEVTEST Client TESTCUST 20 10 2014 24 10 2014 3045763 HELSHIPIN VOLO 11 Order Line EDI References This CSV report will show all order lines that match the report selection criteria and will include all E
66. ng on Site requirements If supplied the Container must be linked to the Shipment This is the Order Line Number Mandatory depending on Site requirements If the LineNumber is required the Part Number must exist on the same Order Line in the Client Order ContainerNumber This is the reference for the container ContainerAction Add Update or Delete If ContainerAction is not provided ADD action is assumed A DELETE action will delete the container and all shipmen lines associated with the container number ContainerNumber This is the reference for the container SealNumber This is the seal number for the container ContainerType GrossWeight The Container Type must be one of the following FCL LCL FCX BLK B B This is the Gross Weight for the container If the field is included in the Shipment XML it cannot be blank This is the Volume for the container If the field is included in the Shipment XML it cannot be blank 54 expedient KM Fields This is the number of pieces in the Container ISOType This is the type of container It must be a valid ISO Container Type code Email Notification of Shipment Upload An email will be sent to the User set up with the UR_INSHP_ERR User Option in their User Masterfile An email will be sent when there is an error adding updating or deleting a Shipment following upload of the Shipment XML The same email will also be sent to the email address in the
67. nk Store order This field can be left blank but there is a message on saving the order to check if the required date should be blank Transport This indicates how the order is shipped Mandatory Mode Job Type This indicates how the type of Sea freight order Conditional Mandatory for Sea Freight Shipment This indicates is the Shipment is Assembly or Standard Optional Type This information will be included in the Order Tracking email notification Origin Port This is the port of loading for the Order This field can be Optional Supplier populated by the Default Load Port in the Supplier Masterfile Masterfile if this is provided Default Origin Port Discharge This is the discharge port for the Order Optional Port Destination This is the final port for the Order Destination Discharge Port Port Buying Agent This is the Buying Agent associated with the Order Optional Blank Overseas This is the Overseas Agent for the Order This can be Optional Supplier Agent automatically populated with the Sea or Air Agent Masterfile associated with the Supplier in the Supplier Masterfile Air Sea depending on the Transport Mode for the Order The Agent Overseas Agent will be reset when the Supplier or the Transport Mode is changed in the Order Gross Weight This is the Gross Weight for the Order Enter the units If Optional Blank Ib is selected Expedient can convert to kg 31 Field Name Description Validation Default Cubic Metres Ent
68. ode a Agent Code La Report Progress Linked Orders Without Inwosoe Lines Output to farch spool MENU 23139 0ut OK Cancel Enter report type OVI Date 21 05 2015 Linked Orders Without Supplier Invoice Lines Time 16 04 25 Page 1 Order No Status Customer Order Date Overseas Agent Required Job Number TICRETS23E68 LATE REQUIRED IN STORE HELTEST 17 02 2015 01 04 2015 3045515 JAXZ_ 0001 LATE DEPARTURE DEMCON TEST PORMADER 03 06 2015 03 06 2015 3046035 JAXZ_ 0001 LATE DEPARTURE DEMCON TEST FORMADER 03 06 2015 03 06 2015 3046036 78 Open Orders With No Open Lines Expedient This report will show all orders that are in an open status for which all lines are closed or closed for supplier invoice quantity posting Report Selection Report Format Report Include Orders With All Lines Gosed For Posting Yes gt Report Criteria Olent Code a Report Progress Open Orders With No Open Lines Output to farch spool MENU 195390 out OK Cancel Enter report type Date 21 09 2015 Open Orders Without Open Order Lines Time 16 44 59 Customer Order No Order Date Order Status DEVTEST Client ABELENT ABCABEI 27 06 2014 LATE REQUIRED IN STORE Unlinked Orders With Inv Lines This report will show orders that have supplier invoice lines Number column but the order is not linked to the job 79 Page 1 Lines Overseas Agent 1 DEVTEST Client OCOMLIM referencing the order number in the PO Report Progress Orders Not Linked With Inv Li
69. oftware
70. oice Number ANEIWAOIL AIRINV Invoice Line 2 Part Number 001 683 Quantity 38 Amount Order Number ANEIWAO Order Line 3 Error Reason POST 15 CLOSED ON THIS LINE Error Note Created By taniab On 08 09 2015 N Updated By taniab On 21 09 2015 Doc No 294 The user may only delete a record or update to add an error note The posting can be re run from the import job registration screen using the Options More Options Post Supplier Invoice Qty to Orders option This repost will clear existing posting errors before it executes Reporting Web All Shipments With Parts This report provides a CSV output of the Shipments matching the selected criteria that have parts information including Part number with ordered and shipped quantities The report will list only shipments originating from countries and ports the Overseas Agent is associated with or Destination counties and ports the client is associated with H i i l wA tw u Cieni supo 4 E Vensel Intorming Verse Job IM Docs Auen Order Mo Currency Part No Ore Oty Ship Oty CHI NEW PART 54 DEMCON SAMSUIP IS IPE S NO 5411 2010 AGNSCA WER ER DEMPOS 4 4 y DIMCON 2 10 3011 12 01 2012 AMA CONAND 2 MYPAAT NEW PART M OLMCON us AUST 3 01 3012 10 04 2012 AGA risTe 34 DEMLON 018 U AUSYD 12 01 2012 0 0 2012 AGA 3 TESTO t 34 DEMCON ALSO 12 01 2012 0 03 2012 AGA TESTS AUD ASCII All Shipments This report provides a CSV output of the Shipments matching the selected criteria that ma
71. ooking Reference Business Unit p3 Origin Part A vense Discharge Part 8 Voyage ID Destination Part a Ind Wessel E nd Voyage ID al ruta Stepervert Pros rider O ETD ETA l SELECT ORDER Select order to populate shipment CANCEL to continue with entry Modtied By OK Cancel Caneel Enter the order number Enter Shipment Status Enter new document into form lt Pees ode dha oboe ba fardas Foe be sib acti be aina ba hnis Phin ana ilas finan ea Diada a mu El If you have opened the Shipment screen using the shipments Jobs toolbar button in the Orders screen the Order Number you were viewing will automatically appear in the Select Order screen Shipment Creation File Upload Orders can be uploaded to Expedient from a XML file To use this feature additional information is required in the Order Tracking Customer Parameters screen so that uploaded Shipments can be assigned to the correct client Shipment Upload Setup Provide the reference the Order Tracking client is using in their Shipment files Open the Order Tracking gt Customer Parameters screen and find the Order Tracking Customer If the Order Tracking Customer has the following combination the client can send Shipment XML in the Shipment EDI tab e Order Tracking Order and Header Level Shipment 49 e Order Tracking Part and Part Level Shipment Line e Order Tracking Part and Part Level Shipment Expedient I
72. roup Cartage Customer Statement Import Notifications Quotes Rates Field Name Description Validation Default Mode This indicates whether the contact is useful for Air and or Mandatory Both Sea Job Types Country This displays which country the contact requires Order Optional Blank Tracking for Use the a to select a Country code Recv Status This indicates whether the contact should be sent Order Mandatory No Tracking status updates by email Recv Info This indicates whether the contact should be sent Order Mandatory No Tracking Information by email 23 The Ports and Countries the Personnel contact receives Order Tracking updates for can be configured in the Client Ports tab Chert Panoniei DEMON File Wem GMA Marit Help E A i Sete Find Bows Personnel Information Client Ports Associated Country Name Poet Associated Catry Zoom Posts AU AUSTRALIA Aji Parts OK Canoa insert Append Delete Setect te parta e cortact a amateur ar eee Chere fo dl ports Field Name Description Associated Country Select the destination country that the client is associated with In Add mode the first line in this table will default to match the street address country in the Customer Masterfile for the client Additional countries can be added in subsequent lines Alternatively leave the country column blank to give the web user order tracking email notifications for imports to all destination countries
73. sers to perform further analysis The report will list only orders originating from countries and ports the Overseas Agent is associated with or Destination counties and ports the client is associated with 83 The below screen is the Report Criteria Screen All Orders Report Criteria Customer Code Supplier Code Order Number Container Number Transportation Mode Follow Up Origin Port Discharge Port Destination Port Buying Agent OS Agent Part Number Dangerous Goods Vessel ARRIVED CANCELLED CLOSED Order Status Order Date between Required in Store Date between 201 2013 and 12 OVERSEAS AGENT CONFIRMATION a CUSTOMS CLEARED 13 12 2012 and 11 02 2013 a Ignore Order Dates 12 01 2013 2104 2013 Ignore Required in Store Dates Finish Please note the Customer Code and Supplier Code reports filters will not appear for Web User Type Client 84 The Report CSV output is shown below A E Order Peer seppie Order De Trews Mer Goods Categor Orig L401 DE FOOUTHALAND PUBLIC OO LT 17 11 2010 See S665 CONSCUDATION CHIN ison Is PITT ie am aha PETT deg evt NIPPON PILLOW BLOCK SALES COL SEL COMCTEST WP PON MLL OW BOCK SALES COL IPPON PLL OW BLOCK MU CO A WPF AU OW OR ML OO 1 RPEN MU OW OR ER OO WERDE PL OW BLOCH ALA OD I NPP OR PUN A OCE AL ES O0 L DEA TRA FA EN TEST INBA ALL OR SALES OYL NIPPON PUDOR SALES OU L WIPPOR PLL BLO
74. ssociated with imports into Australia but Web User Contact A only wants to receive email notifications for imports into Melbourne and Sydney only enter AU in the Associated Country column and use the in the Port Zoom column Use to select all then to quickly remove all the ticks Put a tick against AUMEL and a tick against AUSYD Click OK and Exit 2 Ports will appear in the Ports column in the AU row If Web User Contact B wants to receive email notifications for all imports into Australia on Add tab through the Port Zoom column and All Ports will appear in the Ports column 25 QD Expedier If the Personnel contact is at an Overseas Agent that has Order Tracking the Personnel at the Overseas Agent can be further configured to receive Order Tracking email notifications for the Origin Countries and Ports they are associated with If the client is an Overseas Agent the Personnel Masterfile has an O S Agent Ports tab Bet Perrone PROA SA Fie View GMA Mart Help w i b a A Zu w Add Update Delete Find Browse Previous Next Document Distribution Groups Persoon l information Auto Reparts 7 Container Management Reports 5 05 Agent Ports Assodated Country Name Pont Assodated Country Zoom IN INDIA 26 n r j Field Name Validation Default Description Associated Country Select the country of origin that the Overseas Agent is associated with In A
75. ted to Ex Factory over the number of threshold days as per below report criteria screen Order Created to Ex Factory Exception Report Parameters This report shows exceptions grouped monthly by Ex Factory Completion Dates for a 12 month period From March Ed 2012 to February 2013 Created to Ex Factory Threshold Days 1 Finish Cancel 91 QB expedient Shipment Duration Exceptions The Shipment Duration Exception Report identifies any exception that occurs for shipments that exceed the number of threshold days from Order Created to Delivery The below pie chart display the number of Exceptions by Supplier Shipment Duration Exceptions Overview Puma 8 XYX Imports 1 Jimmies Speakers 2 Asics 3 Adidas 1 Oxford Press 12 Brooks 5 K Swiss 1 Speeds Shoes 2 Bata Shoes 1 Reebok 3 Nike 1 Diadora 20 Supplier Performance The Supplier Performance Measures the performance of Supplier s in getting their goods ready by Ex Factory Date This is based on the Ex Factory Date Milestones container estimates and actual dates They are grouped by Ready Early Ready Late and On Time 92 BAG BAGS BALES BOXES BARRELLS BOTTLES CANS CASE CONTAINERS COILS CRATE CARTON CARTONS CYLINDER DRUMS IBC JAR KILOGRAM POUNDS LITRES CUBIC PIECES PACKAGE PACKAGES PALLET PALLETS RACK REEL ROLL ROLLS SCROLL SETS SHEETS SKID SKIDS TANKS TINS TONS UNITS VEHICLE 93 Havre dient s
76. ter ISO Port Code is received Expedient will validate using the ISO Port Code Masterfile If a3 letter IATA Port is received e g JFM Expedient will find the 5 letter ISO code associated with it in the ISO Port Code Masterfile e g AUFRE This field can be updated by ShipmentAction UPDATE Tins dal can us LEER by UPDATE This field can be updated by ShipmentAction UPDATE This the email to send email notification of uploadto the email to send email notification of This the email to send email notification of uploadto to ee is the date documentation was received This field can be updated ee ShipmentAction UPDATE This is the House Bill Number On ShipmentAction ADD the Shipment will be Confirmed if the Housebill is provided On ShipmentAction ADD the Shipment will be Unconfirmed if the Housebill is not provided On ShipmentAction UPDATE the Shipment will be Confirmed ifthe Housebill is provided On ShipmentAction UPDATE the Shipment will be Unconfirmed if the Housebill is not provided This field can be updated by ShipmentAction UPDATE Add Update or Delete If OrderAction is not provided ADD action is assumed An ADD action for an existing Order on the Shipment will be ignored A DELETE action will delete the Order from the Shipment and delete all Shipment Lines linked to the Order on the Shipment An UPDATE action on an Order which does not already exist for the Shipment will be treated as ADD A
77. to send the report to ii Enter the Customer Code in the Report Criteria also iii Enter the days in which the customer is to receive the report iv Enter the Email Address s of the customers Then save the record Take a note of the Report ID see below report ID 80 Report Masterfile EXPEDIENT DEVELOPMENT File View Options GMA Maint Help ap x a la q gt Add Update Delete Find Browse Previous Next Masterfile Q ORDER TRACKING CUSTOMER Q TEST ONLY CUSTOMER Report Rules ORDER TRACKING REPORT BASED ON CUSTOMER WHERE CLIENT CODE TS USER DEFINED gt Send Email on Tuesday Wednesday Thursday Friday Day of Month Delivery Method Email FTP Destination Directory Subject Order Tracking Report Email from do_not_reply_to gmaaust com au Report Criteria CUSTOMER CODE Email Name Scott Craven 76 Then in the Order Tracking Reports Menu Print Order Tracking Reports select the report ID above and then define the Report Criteria see below ey Report ID Report Code Report Description Client Code Mooday Tuesday Wednesday Thursday Friday Saturday Sunday Monthly Oay af Month 28 OTREPOO1 ORDER TRACKING 06 AGENT DEMCON 29 OTREPOQ2 ORDER TRACKING GENERAL NONE 31 OTREPOO2 ORDER TRACKING GENERAL y s J Once you have selected Report ID 80 users then can add filters in this case we wish to filter for DEMCON orders with AUD as the Currency Report Selection Report ID 90
78. tory Blank Overseas Agent access can be further configured to restrict access to the origin countries and ports the Overseas Agent contact is associated with Use the Overseas Agent Details tab to select countries and ports 18 Web Onder Tracking Users EXPEDIENT DEVELOPMENT T File View GMA Maint Help 4 Adr Upaate Delete AOSE Provints Web Order Tracking Users Functions Overseas Agent Details Assodated Origin Country Name Origin Country U5 UNITED STATES OF AMERICA CA CANADA GK anc Inset Append Dale Select the opr portis te Overseas Agent m seeoceted with or lewee blank fo Order changes o form Field Name Description Validation Default Associated Select the country of origin that the Overseas Agent is Optional Default Origin associated with In Add mode the first line in this table from Country will default to match the street address country in the Company Customer Masterfile for the Overseas Agent Masterfile for the Additional countries can be added in subsequent lines Overseas Alternatively leave the country column blank to give the Agent Overseas Agent web user access to imports originating from all counties E g Where the Overseas Agent is associated with imports from China and India but Web User Contact A only wants to see imports originating from China enter CN in the Associated Origin Country column If Web User Contact B wants to see imports originating from India only enter
79. umber Container ID Reference Name 30 ES E Supplier Part 3 IC E ES Reference Value Every new valid order on a shipment line will be linked to the shipment if not already linked Description Type Length Man Opt Example Notes Unique identifier for this shipment ACB123123123 F CL L CL or P art 1 20 30 10 5 12 30 50 i a Seal Number 6 Gross Weight 13V3 e units eooo S ep op CC 72 Reporting Expedient Several different Order Tracking reports are available Expedient allows users to generate reports e Manually ad hoc e That will be generated automatically Manual ad hoc Reports The Order Tracking Criteria Screen allows users run any Automatic Order Tracking Report manually Customer Code DEMCOIN Report Type Summary 30 2 Report Code OTREPODI Report Criteria A dun topo Report ID Report Code Report Descriptian 29 OTREP002 31 OTREPOOZ 30 OTREPOOI BD OTREPOOD ORDER TRACKING GENERAL ORDER TRACKING GENERAL ORDER TRACKING CUSTOMER ORDER TRACKING CUSTOMER TEST ONLY CUSTOMER Report Format Report Cient Code Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monthly Oey of Month NONE NONE DEMCON DEMCON The above screen allows users to enter the Report that they wish to run manually The above list displays all Order Tracking Reports that exist in the Automatic Reports Screen The user then
80. user Inbound Order Interface O Flat ASCII file defining the order header and order detail elements Inbound Shipment Interface O Flat ASCII file defining shipment header and shipment detail elements The interface file load process will be the same regardless of whether the file is loaded manually or received via EDI Inbound Order Interface Order header container and detail lines will be in the same file order header followed by one or more container lines followed by one or more detail lines Multiple orders can be in the same file Each record will be on a separate line All fields will be separated by a comma Order Header Mandatory Field nr Description Max Length Type Man Opt Example Notes Record Type Order Number ABC1234 Client Code SLCTEST Supplier Code SUPPL1 Freight Forwarder If blank then the system default will be Code used Customs Broker Code If blank then the system default will be used Overseas Agent Code 10 C O BHHHH Buying Agent Code JUUUU Transport Mode Aors Air or Sea Currency Direct or Tranship DorT Direct or Tranship 12 Required In Store 10 D M 12 12 2010 13 Origin Port 5 C O USLAX 14 Discharge Port 5 C O AUMEL Destination Port AUSYD Estimated Number of Containers Estimated Number of Packages 63 18 Gross Weight 8V2 D O 1289 00 19 C O KG Unit Of Weight 2 Will default to KG if not specified 20 Cubic Metres 13V3 D O 125 Order Terms 4 C O FOB
81. y or may not have parts information The report will list only shipments originating from countries and ports the Overseas Agent is associated with or Destination counties and ports the client is associated with A n O i i a n l K i ni h 0 P a I Sipid Cilliers Supper Onge Detin 7 0 ETA Veow ircnming Vessel ink H nne Docs hey Order vo Currency Part Ne Ord Oty Shep Oty 34 DEMCON 1008 SCH AUMEL 1 08 2010 1 09 1010 ANLAUS 3002115 1401193919393 23 07 2010 MOEMOON TAMILIE SLAK AUPER 3 11 3010 YI1 2010 AGNSCA ENTREN DEPOR AUD CM1133 100 200 30 DEMCON 2017 OSLAK Ausvo 25 06 2011 12 12 2012 ACEACC 25 18 2011 11 DEMCON 1017 USLAX AUSYO 21 04 3011 25 13 2011 ALA 30 04 2011 h 64 DEMCON 1008 AZAAN AEAAN 234003011 2309 2011 30 AS DEMCON 1018 USIAX AUSYO 28 05 2041 24 11 3011 AGA 35 09 2011 a BE DEMCON 1008 URLAK AUMEL 74 09 7011 20 09 2011 AMLWAN 1001083 HOMISIIITATS 309 DEMCON 1019 USLAX AUMEL 12 10 3411 12 01 2017 ADA COMO AD NEw PART 100 50 82 Order Status Summary The Order Status Summary displays on the screen based on all Orders by Order Status This includes all orders ever created The report will list only orders originating from countries and ports the Overseas Agent is associated with or Destination counties and ports the client is associated with Order Status Suanmary 6 All Orders Report CSV This report allows users to query on all orders based on a number of different filters The report outputs into CSV allowing u

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