Expedient User Manual – Container Management
Contents
1. Field Name Description Validation Default Demurrage Start This is the start date for demurrage This field is red if Calculated Date the demurrage date equals today minus 3 days Generated with reference to The Demurrage calculation workflow is as follows the client the shipping dans for an impor morener company the E container pg type and the te he demurrage term Ea SS ng ra oe E S e e ct e d Lra demurrage start date FEE for counting Dee ihe Dient ture rune of Free lt unag wim tor tt gt Yes day h ner on Yee GO je 7 Charts appum 2 torme NG 5 No pA Comun wye be lt winmon Se brihe gt No N Sipping Ure gl ren p x Cuime te r IE toe D tre the ige Ats ak n ndet of Pree an deminge s days bamse on fhe nn ort Ge tor the gt No deya veg e Snpowy Lire NSG canine yoa Gamurrage felsut lene Ne A for Ife syatern 3 Cowrtry View EDI Carrier History This option is available where the EDI Carrier module is activated Select this function from the Options menu in the Container Management Input screen Cartier EDI Message History amp MessagelD Message Type Date Status Container User Carrier Code Carrier System Error 86 TIMESLOT REQUEST 2012 06 05 15 50 14 sem H5555555555 helens CHALMER MAXIMAS This screen display the history of any EDI messages sent to the Carrier and received from the Carrier concerning the container on screen T2. w la y L a G 2 e amp amp id Add Update Delete Find Browse Previous Next ContSrch CargoRpt Events Job Notes Job Sheet Supp Inv Nat 10 2 Job Details Container Detalls Marks and Numbers Various Information Delivery Details Container No Type ISO Type Seal No shi Available Delivery Type 7 5 i i i 3 VANSON A py 82222222 PCL 22R1 14 05 2013 14 05 2013 Any containers on the job will have the Dehire Date inserted in the Container Details tab and in the Actual Dehire field in Container Management Any dates already in these fields will be overwritten Documents to Transport AQIS Start Ka AQIS End Customer Required Date 17 05 2013 17 42 In Yard Available Wharf 14 05 2013 Delivery Date Signatory Date of Timesiot Request 20 05 2013 101 M T Ready Date amp Time Actual Time Stot Date amp Time M T Pick Up Storage Start ar Date DA Gate Out Actual Dehire 14 05 2013 Demurrage Start Date 15 05 3013 An MTDT Empty Dehire event will be created against each container in the job Load Dehire Dates File The toolbar button Load Dehire Dates file in the Update Dehire Dates screen allows upload of a file containing job number container number and dehire date information This can be used to provide the dehire date for FCL or FCX jobs The file must be in the following format with the columns in the order indicated 1 Job Number mandatory 2 Container Number optional 3 Delivery Date mandatory Sample File A B iC 30208
3. 17 04 2013 18 04 2013 This indicates that the mass update has happened have containers registered against the job This is the client registered for the job 15 Validation Mandatory This is the job number The job must be FCL or FCX and Mandatory Mandatory Default Today System Generated System Generated Blank From Job Registration Field Name Description Validation Default Container A en Optional Blank unless This the container number to be updated Use search for the container in a list from the Job or leave blank to update all the containers for the job number only one container exists for the job Dehire Date This is the date the container was dehired Mandatory Blank or Today on tab through field Posted This indicates the update has happened System Generated Once the user inputs the jobs and the Dehire Date Expedient will ask the following SYSTEM PROMPT Do you Want To Update the Jobs Now If the user answers yes then Expedient will immediately update the jobs and return the following SYSTEM MESSAGE I All jobs were updated successfully Et If a job record is locked Expedient will not be able to update the job This will display a No In the Posted column Once successfully completing the process updates the Dehire Date in the Job Registration screen See below 16 File View Qptions Link Notifications Job Financials GMA Opt GMA Maint Help
4. Stop This field is visible when the EDI Carrier module is active This field displays the container move instruction sent to the Carrier This field is visible when the EDI Carrier module is active This field indicates the date and time the data was last updated by the Carrier This is the vessel s Lloyds number This is the voyage ID for the vessel 10 Validation Generated Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Default From Job Registration From Job Registration From Job Registration From Job Registration From Job Registration Job Registration From Job Registration System Generated From Job Registration From Carrier From Job Registration Can be verified by 1 Stop From Job Registration Can be verified by 1 Stop Expedient Field Name Description Validation Default This is the estimate time of arrival for the vessel Mandatory From Job Registration Can be verified by 1 Stop This is the port for the vessel Mandatory From Job Registration Can be verified by 1 Stop This indicates the difference between the ETA and the System ETA received from 1 Stop where applicable Generated On Board This indicates whether the container is on board the Optional Can be vessel supplied by 1 Stop On Board Date This is the date the container was loaded on board the Optional Can b
5. Confirmation from Carrier CAREDIEX2 e Report to list jobs where a delivery was due to take place but no Proof of Delivery has been received Missing POD from Carrier CAREDIEX3 Please refer to the Autoreport User Manual for guidance in setting up these reports 32 Appendix Q Carrier EDI Setup Carrier EDI Set up Information Company Name Branch Information provided by Contact Number How often do you want to send EDI transport requests to the Carrier E g once o day twice a day once every hour Carrier Account Information How will the carrier send ED updates to you Demcon Trucking Camp HA EMEFOR WARDING MELBOLURMI DEMCON Demcon Trucking Company 33
6. screen Use the Send EDI Booking to Carrier option from the Options menu Expedient will check all the mandatory information has been provided according to the Carrier s requirements If any information is missing a message will clearly list which fields need to be entered When all the mandatory information is present Expedient will send the EDI to the Carrier Please Note The EDI may not be sent immediately A background process sends EDI messages to the Carriers at specified times set by your Super User When a transport request is sent by EDI the Sent tickbox is ticked in the Container Details tab in Job Registration Container Details tab against the Container If the transport request is for FCL the Date of Timeslot Request will be populated in the Container Management screen for the container Updates to transport instructions can be sent to the Carrier until they assign a driver to the delivery At this point any updates to the Carrier will receive an error message The error message will be displayed in Job Registration Container Details tab against the Container 29 EDI Event Updates from Carriers to Expedient TIME SLOT REQUEST ACKNOWLEDGED This Event is received for FCL bookings On receipt of this update the following will occur e The Accepted flag will be ticked in the Container Details tab in the Job Registration screen for the relevant container e An EDI Order Acknowledgment event is create
7. 97 ASDFO001001 3 04 2013 3020897 ASDFO001002 4 04 2013 3020897 ASDF0001003 5 04 2013 3020897 ASDF0001004 6 04 2013 3020897 ASDFO001005 7 04 2013 3020897 ASDFOOO1006 8 04 2013 3020897 ASDF0O001007 9 04 2013 3020897 ASDFO001008 10 04 2013 3020897 ASDFO001009 11 04 2013 3020897 ASDF0001010 12 04 2013 3020897 ASDFO001011 13 04 2013 3020897 ASDFO001012 14 04 2013 3020897 ASDFO001013 15 04 2013 3020897 ASDF0001014 16 04 2013 3020897 ASDFOOO1015 17 04 2013 3020897 ASDFO001016 18 04 2013 MA PGS EN PET a l GB expedient Expedient will check that the mandatory columns are present in the file Expedient will also check that the job number provided is a valid job number The details of the file will be uploaded into the Update Dehire Screen and can be further updated here before posting and updating the listed jobs Rail Tagging Use the Rail Tagging toolbar button Rail Tagging to access the Rail Tagging screen This option allows users to send container rail move requests send EIDO PIN numbers and request releases with terminals via 1 Stop 1 Stop will then update Expedient with the status of the container rail move Access the Rail Tagging User Manual from this screen for further information 18 Reporting Container Management has the several reports All Report Options reported Active Containers Only See below for the Reports screen Container Management Reports i oo 2 Report Selection Report All Infor
8. DEMCON La Forwarder Shipping Co Destination Port AUMEL U MELBOURNE Transport Co Delivery Code QQ Dehire Depot Dept x Cont Size Vessel Code Cont Class Delivery Type 106 2 DEMONSTRATION COMPANY 0 Expedient ftwar err Doc No 14 Format CSV This feature is designed to allow users to setup reports to be emailed on particular days of the week or month The reports that are created are run directly from the Container Management Reports option Users complete this screen by filling in the above fields Each field represents criteria in the relevant report For example if a user wanted to run a Container Management Auto Report and send it to client DEMCON on Monday Tuesday and Wednesday as a CSV file you would complete the screen as follows Add the Email address in the distribution list at the bottom of the screen Use l in the Email name to search on Personnel at the select Client Code or type the email address directly into the column 21 User Configured Automatic Reports Expedient allows you to build your own automatic reports for Container Management allowing you to set the report criteria the columns in the report output the order of the columns and the column headings Selecting the report option User Configured Report provides additional criteria to find containers and provides access to an Output tab aes Auto Email Ropartz i Sereen EXPEC NEVE OGSA File View Options G
9. F TO CUSTOMER TO EMPTY PA WF CU MT Import WHARF TO RAILHEAD WF RH Import WHARF TO SERVICE YARD TO CUSI WF SY CU MT Import WHARF TO SERVICE YARD TO CUST WF SY CU YD MT Import WHARF TO SERVICE YARD TO RAILH WF SY RH 28 GB expedient The Job Category Codes are stored in the top half of the Carrier Codes Mapping in the Customer Masterfile for the EDI Carrier The Job Category Descriptions entered will be used in the pull down list when adding a Job Category in the Delivery Details tab in Import Job Registration TRANSPORT TYPES Transport Types Expedient Delivery Type Carrier Delivery Type Code Port Code CONVENTIONAL DELIVERY WAIT STANDARD AUSYD DROP TRAILER DROP TRAI AUSYD SIL DOORS REAR SIDELOADER AUSYD TIPPER TIPP AUSYD STANDARD LIFT OFF LIFT ON STANDARD L AUSYD TILT TRAY FRAY AUSYD S L DOORS CABIN SIDELOADER AUSYD CONVENTIONAL DELIVERY WAIT STANDARD AUMEL DROP TRAILER DROP TRAIL AUMEL S L DOORS REAR SIDELOADER AUMEL TIPPER TIPP AUMEL STANDARD LIFT OFF LIFT ON STANDARD I AUMEI TILT TRAY TRAY AUMEI The Transport Types are stored in the bottom half of the Carrier Codes Mapping tab in the Customer Masterfile for the EDI Carrier When a Transport Type is selected against each container in the Container Details tab in Import Job Registration the EDI sent to the Carrier will contain the Delivery Code they understand in their system Sending EDI to Carriers Instructions can be sent to the Carriers from the Import Job Registration
10. MA Maint Help u Container Management Repart Setup Report Name ETA within this week Doc No Repart Option User Configured Report Format 24 5 bd Selection Criteria Output Detivery Schedule Reporting Branch MELBOURNE 8RANOt Report Description Optional Appears in Output ETA Melbourne In the next 7 days with available date in the next 7 days or missing pyaflable dates Output Columns Column Column Label Sort Priority Sort Direction Client Name Customer ETA Date ETA Destination First Descending Port Destination Port Vessel Vessel Voyage ID Voyage ID Customer Reference Reference Second Ascending Container Number Comaine Container Size 20 40 Demurrage Start Date Demurrage Starts Enter changes nto form Use the pull down menus in the table to select the columns you want to appear The order the columns are listed in down the screen is the order the columns will appear in the report left to right Use the Move Up lt CIRL Up gt Move Down lt CIRLDown gt buttons to rearrange the order Use the Column Label column to enter your own columns headings User Configured Reports are available in XLS and CSV format The XLS output will show your company colours and your company details in the header 22 0 GAVIN MILLMAN amp ASSOC AUST ore 279 873 226 Ure 753 12045678 1224567280 VE 2207 Pt 03 9954 1 112 I 334 7223 ODAS Cort Os ETA within this week Creation Date 12 11 2013 11 38 DEMONSTRA
11. Registration delivery date and time as advised by the Carrier by EDI Carrier Container module Details screen EDI Carrier update or Various Details tab in Import Job Registration Signatory This is the name of the contact confirming delivery Conditional From EDI This may be supplied by Carrier EDI or by the Update on EDI Carrier Delivery Date option in the Customs Module Carrier update or module from Job Registration update M T Ready Date This is the Date and Time the Empty Container is Optional and Time available for transport to pick and return to the empty depot Populating the date and time will create an event against the Job for the container The event date will be the entered MT Ready date and time If the ready date is today and the time is left blank the time will default to the current time If the MT Ready date is another date and the time is left blank the time will default to midnight M T Pick Up These are the details of the empty container pick up If Conditional Blank or EDI the Carrier EDI module is active this will be the empty on EDI Carrier Container pick up date and time as advised by the Carrier update Carrier by EDI module Actual Dehire This is the actual date of return and dehire If the Optional Can be Carrier EDI module is active this will be the empty supplied by Container pick up date and time as advised by the 1 Stop or EDI Carrier by EDI This can also be supplied by 1 Stop Carrier update 13
12. TION 13 44 20 ALIMEL CUSTREF MKUT2ZMS 40 20 19 2043 MELBOURNE DEMONSTRATION 14 11 2201 AUMEL KOTA LAMBANG DTT CUSTREF MKUTZMS 24 14 2013 MELBOURNE DEMONSTRATION 45 4 0 2093 AUMEL KOTA LAMBANG 077 CUSTREF MELBOURNE DEMONSTRATION IGIN AUMEL DSLFJ ji 2033 COMPANY DEMONSTRATION 17 48 i 50 CUSTREF VILKS76132 a 287112033 COMPANY DEMONSTRATION 18 14 2043 CUSTREF KMB77161111 20 2611 2013 COMPANY b Starts 22 14 2013 To test the report or run the report manually use the Option Send Report now to you only This will email the report to you and not the report distribution list so you can check the contents f eee Auto Email Reports Setup Screen EXPEDIENT DEVEL File View Options GMA Maint Help owe d Report Log Add Upc General Report Log Copy this report Container Send Report now Send Report now to you only k Rep Search E mail Address Report Option TUSer ConNgured Rep The option Copy this report allows you to set up a User Configured automatic report for one client and then copy the format so it can be sent to a different client or set up with slightly different criteria for example a different destination port Email Search Use the mail Search button to easily find recipients of Container Management Auto reports For example if a client contact no longer wants to receive Container Management Auto Reports use this toolbar button to find all the Container Man
13. TS EMAILED EACH NIGHT UR_ARR_LIST VESSEL ARRIVALS LISTING UR CONS UPD CONSOL UPDATES REPORT UR JOB UPD VESSEL ARRIVAL JOB UPDATES REPORT UR_TSHIP_UPD TRANSHIPMENT UPDATES Bana See below CSV Report ob No bent Veue Setore Trerutep Before Lingss No Betore Vow Setore Port DisciBetore ETA OnriSetore Wes 012774 OLMCON THAN 25 QB expedient Carrier EDI This module provides the ability to send instructions to selected transport companies Chalmers Direct electronically via EDI Messages and to receive updates from the transport companies direct into Expedient Transport requests can be sent from within the Job Registration screen and updates including proof of delivery from the transport company will populate the Delivery Details tab within the Job Expedient will send the pickup and delivery address details the required delivery date and basic details of the job to the Carrier The carrier will provide a Booking Confirmation and a confirmation of delivery Automated reports can be run that highlight when transport companies have not responded to a request or when proof of delivery has not been received after the arranged delivery date has passed User Checklist for setting up Carrier EDI Setting up Expedient to send and receive EDI messages from carriers will involve some preparation from you the transport carriers and Expedient Software Please use the following checklist to work through the set up req
14. Volume Expedient User Manual Container Management Gavin Millman amp Associates Aust Pty Ltd 281 Buckley Street Essendon VIC 3040 Phone 03 9331 3944 e Web www expedientsoftware com au Table of Contents Container Management Process sesesesesesesesesescscscecececececececesesesesesesesesesesescscecececececececesesesesesesesesesesescscesesececesecesesesesese 4 Eea aa E a E E S TEE I E EAE S E PA A A E AEN EA E E E 5 SE Nee NUNO PE EEE E ENO E E E EE ETE 5 Find Containers by Client Reference rrrrnnnnnnnnrnnnnnrrnrnnnnnrrnnnnnnnrrnrnnneerrnrnnnsernnsnnnessnnnnnneesennnnnessennnnnessnnsnnnesnnnnnnessennnnneseee 6 MN 7 PN 9 VI NTN 14 BI 616 19 14 ey D EEE EEE EE EE SENER 15 GAO DENIE DE EE EE NE EN EN 17 TN 18 FN 19 ATOMA O EE EE EE EN 20 Container Availability and Missing Available Dates rrrrrrnnnrrnnnnnnnnrrnnnnnnnrrnnnnnnnrrnnnnnnnsrnnnnnnnnrnnnnnnnsrnnnnnnesennnnnnnesennnnneseee 20 Containers with no Time Slot Booking Request rrrrnnnrrrnrnnnnnrrnrnnnnnrrnnnnnnnrrnnnnnnnsrnnnnnnnsennnnnnesrnnnnnnesennnnnsssennnnnnessnnnnnnsseee 20 Time Slot Booking Request sent but no Booking RECEIVE rrrrrrrnnrrrrnrnnnnrrrnrnnnnrrrnrnnnnnrrnnnnneernnnnnnsssnnsnnnesennsnnnsssnnsnnnee 20 NETT SS aztec ise A EEA E ioe E E E AE E E E E TO 20 sj UD CNE OUE ar E EE EE 20 DN PN 20 lop Status Client Rer 0 EE EE 20 Client Summary Report cence N Z Z 73303199911910111 20 Client Summar
15. agement reports currently sent to the email address and remove them from the recipient list 23 Demurrage Set Up This screen stores the number of days provided by shipping lines for free demurrage depending on the type of container and the date the number of free days is calculated from This screen also stores the default number of free days regardless of the shipping line s gt gt amp Demurrage Set Up EXPEDIENT DEVELOPMENT es Q ref J b Add Update Deete Find Browse Previous Next Demurrage By Shipping Line Shipping Line Code ANLCONV CMACGMV COSOCE HAMSUDS Shipping Line Name ANL CONTAINER LINE PTY LTD CMA CGM AUSTRALIA PTY LTD COSCO OCEANIA MARINE SERVICES Number of Container Type Free Days 10 All Container Types 10 All Container Types 14 Spedal Equipment ee ee os Demurrage Start Date Available Date Available Date Day After Arrival Date HAMBURG SUD AUSTRALIA PTY LTD 10 Dry AU default demurrage free time 10 00 days from Available Date Field Name Shipping Line Code Number of Free Days Container Type Date Default Demurrage Free Time Description This is the shipping line the demurrage terms are stored against Use B to search for Shipping Lines This is the number of free days the shipping line provides for import containers before detention charges are applied Select from the pull down menu the type of containers the free time is applied t
16. ate amp Time will be updated in the Job Registration Container Details tab against the container e The Delivery Date amp Time will be updated in the Container Management screen against the container e When all the FCL containers on the job have been confirmed delivered by the Carrier a Delivered Event will be created against the job 30 EMPTY CONTAINER READY FOR PICK UP This Event is received for FCL bookings O XP software On receipt of this update the following will occur e The M T Ready Date amp Time will be updated in the Container Management screen against the container e The event MTRP will be created in the Import Job showing the Container number as the event reference EMPTY CONTAINER PICKED UP This Event is received for FCL bookings On receipt of this update the following will occur e The M T Pick up Date amp Time will be updated in the Container Management screen against the container e The event MTCN will be created in the Import Job showing the Container number as the event reference CONTAINER DEHIRED This Event is received for FCL bookings On receipt of this update the following will occur e The Dehire Date amp Time will be updated in the Job Registration Container Details tab against the container e The Actual Dehire Date will be updated in the Container Management screen against the container e When all the FCL containers on the job have been confirmed dehired a Dehire event will be created against t
17. ct the report code Leave Client Code blank to report on all clients or select a specific client Select when you want to receive the report e g Monday to Friday Select a delivery method and email details Set the report criteria E g For report CAREDIEX1 set the EDI send date to 7 days to list all the transport requests sent in the last week where the Carrier has not responded The transport request can then be resent to trigger a response from the Carrier Carrier Codes Mapping The instructions sent to the carriers are often coded e g the instruction to pick up a full import container from the wharf delivery to the customer then return the empty to the dehire park may be shortened to WF CU MT Different Carriers may require different codes so these are stored in the Customer Masterfile for each Carrier that accepts transport instructions by EDI JOB CATEGORY CODES General Debtor Creditor Importer Carrier Bank Detall Configuration Carrier Carrier Codes Mapping Job Category Codes Imp Exp Job Category Description Carrier Job Category Code Import CFS TO CUSTOMER FAU Import RAIL TO YARD TO CUSTOMER TO DE RH YD CU MT Import RAILHEAD TO CUSTOMER TO DEHIRE RH CU MT Import SERVICE YARD TO YARD TO CFS TO SY YD CE YD MT Import WHARF YARD SERVICE YD T GAT WF YD SY QU MT Import WHARF TO AQIS ONE WAY WF AQ Import WHARF TO AQIS TO RAILHEAD WF AQ RH Import WHARF TO AQIS YARD TO CUSTOME WF AQ CU MT Import WHAR
18. d against the container TIME SLOT BOOKED This Event is received for FCL bookings On receipt of this update the following will occur e The Accepted flag will be ticked in the Container Details tab in the Job Registration screen for the relevant container e The Actual Time Slot Date amp Time will be updated in the Container Management screen against the container e A Time Slot Booked event is created against the container BOOKING CONFIRMATION This Event is received for LCL bookings On receipt of this update the following will occur e The Accepted flag will be ticked in the Container Details tab in the Job Registration screen for the relevant container e The Pickup Booking Date amp Time will be updated in the Job Registration Delivery Details tab e An EDI Carrier Booking Confirmation event is created against the container CONTAINER REQUIRED DELIVERY DATE TIME This Event is received for FCL bookings On receipt of this update the following will occur e The Required Date amp Time will be updated in the Job Registration Container Details tab against the container e The Required Date amp Time will be updated in the Container Management screen against the container e The event CREQ will be created in the Import Job showing the Container number as the event reference CONTAINER DELIVERED TO CONSIGNEE This Event is received for FCL bookings On receipt of this update the following will occur e The Delivered D
19. demurrage date has either passed or demurrage will commence 5 days from the report date Empty Pickup Report This report aims to highlight any containers that the customer has informed the users to pick up however the Carrier has not picked up The report is based on M T Ready Date is not null and the Empty Pick Up Date is null and Dehire Date is null and Delivery Date is not null Containers Not Dehired 7 Dehire Date is blank and ETA is more than 7 days days after Vessel Arrival Forwarding Differ Report This report highlights any differences between Vessel details provided Hod ed Lloyds Voyage Difference Dehire Date is blank Where the 1 Stop information differs from our ee Job information and the ETA is later than yesterday 20 Automatic Email Report Setup TT MER gt Am Auto Email Reports Setup Screen EXPEDIENT DEVELOPMENT w 2 we ES t Add Update Delete Find Browse Previous Next E mail Search Container Management Report Setup Report Name Weekly Demurrage Report Report Option Client Demurrage Report Selection Criteria Delivery Schedule Selection Criteria ETA Date from Today minus 60 daysto Today plus Required Date from days to Available Date from days to Gate Out Date from days to Dehire Date from days to Delivery from Today minus 180 daysto Today plus Time Slot Request Date from days to Actual Time Slot from days to Demurrage Start Date from days to Docs to Transport from days to Client Code
20. e vessel supplied by 1 Stop Forwarder This is the code and name of the forwarder Mandatory From Job Registration Transport Co This is the transport company Mandatory From Job Registration Shipping Co This is the code and name of the shipping company Mandatory From Job Registration Deliver To This the name for the delivery destination Mandatory From Job Registration Dehire Depot This is the depot the empty container was returned to Optional Blank This is the date loaded into the Container Management Mandatory From Job System Registration Update Date This indicates when the container management details Mandatory Multiple was last updated either by a user 1 Stop or an EDI sources carrier 11 Field Name Customer Ref Delivery Type Documents to Transport Customer Required Date Available Wharf Date of Time Slot Request Actual Time Slot Date amp Time Storage Start Gate Out Description This is the customer reference of the Container The customer ref field from the Job Registration will be populated into this field on initial add Any updates to the Customer Ref field on the Job Registration screen will NOT override this field This is the type of delivery This is the date provided for the Docs to Tranport event The event is created using the Create Docs to Transport Event in the Import Job Registration screen Options menu This is the date and time the containers are requir
21. ed by the customer This is the date the containers are available at wharf This is the date and time of the most recent timeslot request If the Carrier EDI module is active this will be the Date Time of the most recent EDI Time Slot request These of the details of the actual time slot If the Carrier EDI module is active this will be the Actual Date Time of the Time Slot as advised by the Carrier by EDI This is the date the storage starts This is the date and time of Gate Out from the Terminal 12 Validation Optional Mandatory Mandatory Mandatory Conditional on EDI Carrier module Conditional on EDI Carrier module Optional Optional Default From Job Registration From Job Registration From Job Registration From Job Registration Container Details screen From Job Registration Container Details screen can be supplied by 1 Stop From Timeslot Request Notification Event From EDI Carrier or blank Can be supplied by 1 Stop Can be supplied by 1 Stop QP Exredient Field Name Description Validation Default AQIS Start This is the date AQIS started the hold Optional Blank AQIS End This is the date AQIS ended the hold Optional Blank In Yard This is the date the container entered the Carrier Yard Optional Blank Delivery Date This the date the container is delivered If the Carrier Conditional From Job EDI module is active this will be the full Container on EDI
22. eeps for data at set intervals during the day to look for new data to either add or update information in the Container Management System This can be setup to run at any time of the day however we recommend a minimum of once and maximum of 3 times per day The Container Management System is triggered on when a sea freight job is registered The automatic process will look for all jobs registered within the last 45 days with the following criteria Job Mode Seafreight Job Type F L F or X The process then confirms if the container is already in the CMS for the job in question If not it will insert data from the job registration and then flag it to be sent to 1 Stop If the container does exist for the particular job it will update the CMS with the latest information The below process diagram highlights the intended FCL Container Delivery and Returns CONTAINER MANAGEMENT PROCESS FCL FCL Container Deliveries Book Timesiot FCL Timesiot with Carrier Notification x days prior Delivery Docket to delivery Receive Carrier Delivery Listing FCL Delivery Match with Delivery Diary Report req d date of today lt mi de Confirm FCL Delivery gt Containers to be Notifcation AT G FCL Container Returns Customer Carrier Pickup M T Pickup Report Request Notification M T Ready Date is not null and Empty Pick up is null and stontainer to remaw Delivery Date is not null al cu
23. ered NNN 30 Empty Container ready for Pick Up ccccccssssecccccesssccceeeeseccccseasececeeueseccesseeseccessuaseeeeesuaneceeseuaneceesssanseeessueaeeeessuaassss 31 NNN hhv 31 oe NN 31 Viewing Message History and EDI M SSage6 ssccccsssccccssccceenscecauscccseusecceenscessueseeseuscesseuecessauseessuscessenecessueeeesaagss 31 Gods EDLE 010 El PO EE EE EE NE EE OT 31 NNN 33 Carner EDI EG EE EE EE taba tens tuaneemeibisagnedenearaculadeeptoneenueats 33 CONTAINER MANAGEMENT INTRODUCTION Xpedient software contains the Container Management System CMS which has been F designed to assist both end users and management in their daily tasks of tracking containers handling general container enquiries from customers and early detection of possible demurrage expenses The Container Management System tracks a container through its life from pre advice or job registration until it is finally Dehired or re booked for an export The additional features are designed to save the end user time by eliminating the requirement for data input This is available for service providers such as carriers or your client themselves to feed information directly into the CMS whilst being monitored via your own Container Management team There two modules available for the Container Management System The two modules are for Customs Containers and also Freight Forwarding Containers Container Management Process Expedient automatically sw
24. he job Viewing Message History and EDI Messages The progress of messages and the history of the responses from the carriers can be viewed using the View Carrier EDI History option from the Options menu in the Job Registration screen Carrer EDI Meriage Hutory Lio pmi i MessagelD Message Type Date Status Comtamer User Carmer Code Carmer System Error G DATE ELECTRONIC ORDE 2012 06 12 14 11 11 Recerved 123131 MAXIMAS 8J DATE ELECTRONIC ORDE 2012 06 12 1403 30 Received 123131 MAXIMAS TIMESLOT REQUEST 2012 06 12 125734 Sent 123131 taniat CHATRA MAXIMAS This screen displays all the EDI Carrier messages corresponding to the job with the most recent message at the top Any error message received from the Carrier will be displayed in this screen If you are concerned that you have not received a response from the carrier check this screen for any errors which may delay the process To view the original EDI messages double click on the message row to open the message in a new window Carrier EDI Exception Reports Expedient provides three exception reports to warn you when transport instructions and deliveries are not going smoothly 31 GB expedient e Report to list jobs where an instruction has been sent to a Carrier and no response has been received No Response from Carrier CAREDIEX1 e Report to list jobs where an instruction has been sent to a Carrier but no booking confirmation has been received No Booking
25. he most recent message will be displayed at the top of the list Any errors advised within the message can be viewed in the far right column Double click on any message row to view the original message in a new window 14 Update Dehire Dates This menu option provides the ability to update many containers with dehire dates in one screen Update Dehire Dates EXPEDIENT DEVTEST File Options GMA Maint Help 2 XIa amp a a Add Update Delete Find Browse Previous Next Update Dehire Dates Load Dehire Dates file Update Dehire Dates Date 20 05 2013 4 Doc No Posted Yes Job Number 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 3020901 Field Name Date Doc Co Posted Job Number Client Client DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON DEMCON Container ASDFO001001 ASDF0001002 ASDFO001003 ASDF0001004 ASDFO001005 ASDF0001006 ASDFO001007 ASDF0001008 ASDFO001009 ASDFO001010 ASDFO001011 ASDF0001012 ASDFO001013 ASDFO001014 ASDFO001015 ASDFO001016 Description This is the date the mass update occurred This is the reference for the mass dehire update Dehire Date 03 04 2013 04 04 2013 05 04 2013 06 04 2013 07 04 2013 08 04 2013 09 04 2013 10 04 2013 11 04 2013 12 04 2013 13 04 2013 14 04 2013 15 04 2013 16 04 2013
26. ion to Expedient The following data that is sent back to Expedient from 1 Stop is then used to update each relevant container within the Container Management System The following process indicates the data that is updated within Expedient The following fields are sent from 1 Stop and inserted into the CMS screen e Lloyds No e Voyage ID e ETA e Port e On Board Date Upon arrival of each relevant container at the port of discharge 1 Stop sends the following which is inserted into the CMS Screen e Available Wharf Date When each container leaves the wharf 1 Stop sends the following which is inserted into the CMS Screen e Gate Out Date When each container is returned to the wharf 1 Stop the following which is inserted into the CMS Screen e Actual Dehire date Please Note Dehire Dates from 1 Stop are only approximately one third of total Dehires See the 1 Stop website Container Park Matrix for further information Other fields within CMS are either triggered from events in Expedient or are input by operators manually Currently only Adelaide ports are not covered for e On Board Vessel e Discharge off Vessel e Gate Out Gate out is limited only to Patricks P amp O facilities and Hutchinson Ports Messages from 1 Stop can been seen using the Display 1 Stop Messages from the Options menu Job Registration Container Dates Once the relevant information is updated into the CMS Screen the corresponding Job
27. mation Report Format E T A 12 08 2013 84 To 12 08 2013 14 Required To Available To Dehire Date Tol Delivered To Actual Time Slot Date To Report Criteria Client Code Forwarder Shipping Co Destination Port Transport Co Dehire Depot Deliver Code Department a Cont Size Cont Class Job Type Vessel Code Delivery Type a 2 pp PRD Report Progress Container Management Report Output to arch spool MENU 14574 out ox nel 19 Information based only on the criteria selected Container Availability and Lists all containers fulfilling the search criteria plus any containers Containers with no Time Lists all containers fulfilling the search criteria where a time slot Time Slot Booking Request Lists all containers fulfilling the search criteria where a time slot sent but no Booking booking request has been sent but no Actual Time Slot has been Received confirmed No Time Slot Lists all containers fulfilling the search criteria where Actual Time Slot ser eera where Arne Se Pick Up Schedule Lists all containers fulfilling the search criteria where ETA is in the re kp Delivery Diary Report Allows users to reconcile with what each carrier has reported they daler with uhat deveres se due LEGEMER Client Dehired Client for containers which have not been de hired Client Demurrage Report Demurrage criteria is based on the container having a Delivery Date but no Dehire Date and where the
28. nsport Co BULTRA BULLS TRANSPORT PTY LTD Update Date 05 04 2013 Shipping Co ANLCONV S ANL CONTAINER LINE PTY LT Customer Rel CUSTOMER REF Deliver To AIREN AIR ENERGY Dellvery Type OUT OF GAUGE MOVEMENT Dehire Depot Documents to Transport 21 03 2013 AQIS Start sil AQIS End Customer Required Date 21 03 2013 H 12 00 In Yard Available Wharf 21 03 2013 Delivery Date 26 03 2013 08 45 Date of Timeslot Request OS 04 2013 ku 09 52 M T Ready Date amp Time Actual Time Slot Date amp Time M T Pick Up Storage Start 22 03 2013 Actual Dehire 14 05 2013 Gate Out z Dernurrage Sart Date 11 03 2013 Rail Tagged No Tag Sent On i Release Sent On Action Field Name Description Validation Default Client Code Mandatory From Job Registration This is the client code Use aj to search for the Client Field Name Container No Cont Size Department Cont Class Active Vessel Code Job Category Carrier Update Date Lloyds Number Voyage ID Description This is the document number This is the container reference number This is the container size This is the Department code This is the job number This is the container class for the job This indicates is the job is active or not Containers are made inactive if the container is removed from the Job OR the related job is more than 90 days old Registration Date This is the vessel code This indicates if the container details are updated by 1
29. nt Reference Numbers Cont No OOCL0425003 Job No 2000182 12212132 Update Click on _UPaate to update existing references and add new references Find Containers by Client Reference This option allows you to search for containers by Client Reference Number Se File View GMA Maint Help oP Display 1 Stop Messages Add Up Container Notes Job Registration Details Client Reference Numbers Client Clear OneStop Date View EDI Carrier History Containe vee Find Containers by Client Reference Number Search Containers Cust Code Q Reference No 124 Enter the Client Reference Number Enter the Client Code and the Reference or just the reference to search for any containers linked to the reference Container Management Input From the Main Menu select Customs Clearance Container Management function ow By clicking the button or typing A will place the cursor in the input screen in Add Mode See below Coxteeves W 4 yy bi NEVE OPEN file View Options GMA Maint Help 7 i q i b v Update tet Find Browse Previous Next Job Registration Rail Tagging Details Chent Code DEMCON DEMONSTRATION COMPANY Doc No 191000 Container No MKDIDESR Cont Sze 20 Department VIS lob No 30027805 Cont Class FCI Active Yes Vesse Code ANLWAN ANL WANGARATTA Onestop No lab Category WHARF TO CUSTOMER TO EMPTY P Carrier Update Date 25 07 2013 u IO Linyds No V
30. o Demurrage Start This is the date the Shipping Line uses to start the count Mandatory of free days This is the number of free days applied to all shipping lines for the site s country where there are no specific terms for the shipping line This figure is 7 days on release but it can be updated Vessel Arrival Date Validation Mandatory Mandatory Mandatory Mandatory Default Blank The default number of free days set for the site s country Blank Available Date 7 days The demurrage terms saved against each Shipping Line can also be accessed and updated within their Customer Masterfile 24 Transhipment Report When a Job is registered with a FCL FCX Container Type and a Vessel Name of Transhipment Expedient creates the CMS Record and sends an instruction to 1 Stop to track this container When 1 Stop sends Expedient an On Board Date Event Expedient updates the Container in CMS with the On Board Flag and On Board Date updates the 1 Stop Details and most importantly updates the Consols Jobs and unsubmitted Sea Cargo Reports with the Australia bound Vessel details which includes Arrival Dates and Ports Once this has been performed a nightly report is sent to nominated users informing them of the jobs updated To receive this report activate this via the Users Masterfile Users Options See below Customer Options SCOTT CRAVEN Area Description RECO_EMAIL RECO REPORT THAT GE
31. oyage ID E LA Port Dett On Board Our Details 9334167 0485 28 05 2013 m On Board Date Onestop Forwarder APCAIRN APC LOGISTICS PTY LTO N Load 08 07 2013 Transport Co COYDEP COYNES DEPOT Update Date 08 07 2013 Shipping Co ak Customer Ret Deliver To Delivery Type TIPPER Dehire Depot DEHIREDER 4 DEMO DEHIRE DEPOT Documents to Transport OFM 2089 mi AQIS Start IA AQIS End Customer Required Date 08 07 2003 t 12 00 In Yard Available Whar i1 Delivery Date 08 07 2013 w 4307 Signatory Date of Timesiot Request ou pA MT Ready Date amp Time ia Actual Time Slot Oste amp Time D8 07 2013 wu 12 00 MIT Pick Up 08 07 2013 u MSN Sorage art i1 Actual De ire 08 07 7013 1i Gate Out u Demurage Start Date Ka Rail Tagged No Tag Sent On tl Release Sent On Action 150797 at 1198048 Please Note The above fields highlighted in Pink are updated from 1 Stop via events The above fields highlighted in Blue are updated from the Import Job Registration Data The above fields highlighted in Green are updated by the Carrier if the EDI Carrier module is activated The following fields are automatically sent from Expedient to 1 Stop e Client Code e Container no e Jobno e Class e Vessel Code e Forwarder e Shipping Co e Transport Co e Delto The 1 Stop System then monitors each container that Expedients sends When a match is found based on information from shipping line data for vessels coming to Australia it sends back informat
32. rd Note the Directory Path e Write File to Server i Note the Directory Path Send the completed spreadsheet to Expedient Software The information will be checked and entered at your site Update the Customer Preferred Carriers Set up your clients delivery address codes MAXIMAS Carriers using the MAXIMAS system will have their own delivery address codes for your client s delivery addresses The Carrier s codes need to be added to Expedient Run the Client Delivery Instructions Report available from the Administration Folder gt Administration Reports Run as a csv to provide a spreadsheet containing the client codes and delivery addresses This can be edited removing unnecessary columns and sent to your Carrier to insert their MAXIMAS delivery address codes e g H rt Code Client Kars Dee hery Achtipes Att ras n r mepa rpm sad Weider ours J MASINAS Drtyory WO TRATOON Add the MAXIMAS delivery address code to the Customer Masterfile Open the Delivery Address screen and add the information to the Carrier Delivery Codes section Carrier Delivery Codes Carrie Carner Name Carrier Carrier Customer Customer Deliver Sub Address Delivery A EE Insert the Carrier Code and enter the MAXIMAS delivery address code in the Carrier Customer Delivery Address Field Ensure you are entering the correct MAXIMAS code against the delivery address you have on the screen Each client can be set
33. s that contain those containers will subsequently have the container information updated in the Job Registration screen as per below Double Clicking on a Container record on the Job Registration Screen will open up the Container Record in the CMS Screen AT da e Fe Yew Opteern A naos Jfverek GYA Og HA Mere dr v i D 4 w s PE Yv v tom Fad howe Medan Wet Ot Sid Cargo t Evarts Job Notes Job Geet Sapi Nat VE Dodat De Dvs Miriona don Coriano etah Marka and humbas Meriam bidomain Cntivery Datis Contam Mo hype EX lepe Saimi Lietere Medea Dutv ry Type Detverr d Dives Gorage Aaqsred Ole Nagar Sete doge NOR Va avis WEI Cute Tite ADEN My FG IMP HANA TAT TRAY ma m4 129701 ut Ro 7 60 pw AFO fr 20 Hama OUT OF GAUGE MOVEMENT mene ma MUMI HAMOA 12 r 7009 i ASDF FA 2200 HAI UL DOGS REAR MAN fea5 MY Hay 1200 Pay 2806 Cortatrer Maragernent Gpites EXPEDIENT DEVELOPMENT Ble Yew Options GMA Maint Help 2 X A amp ANN Y eg Add Update Delete Find Browse Previous Next Job Registration Rail Tagging Details Client Code DEMCON DEMONSTRATION COMPANY Doc No 190761 Container No ASDFO001001 Cont Size 20 l Department VIS Job No 3002322 Cont Gass HL FCL Active Yes Vessel Code ANLKOK Q ANL KOKODA 11111111 22222 Onestap No UoydsNo Voyage ID ETA Port Di On Board Our Details 9117777 0785 22 03 2013 4 AUMEL On Board Date Onestop i iii Forwarder APCINT APC INTERNAL CODE ONLY Load 21 03 2013 Tra
34. stomer site for unpacking User informs FCL Delivered Carrier of M T Demurrage Mat Ready Date E Sagres User updates Demurrage mpty Pickup M T Ready Date Exception Report Date from amp Time Customer FCL Delivered O Empty Container Return Notification Transhipment Report When a Consol Job is registered with a FCL FCX Container and a Vessel Name of Transhipment Expedient creates the CMS Record and sends an instruction to 1 Stop to track this container When 1 Stop send Expedient an On Board Date Event Expedient updates the Container in CMS with the On Board Flag and On Board Date updates the 1 Stop Details and most importantly updates those consols and jobs with the Australia bound Vessel details Once this has been performed a nightly report is sent to nominated users informing them of the jobs updated To receive this report the Container Management Module must be activated and set against a user via the Users Masterfile Users Options Client Reference Numbers This option allows the addition and update of client reference numbers associated with a container ees Container Management System EXPEDIENT DEVELOPMENT File View Options GMA Maint Help op Display 1 Stop Messages pr Add Upc Container Notes evi Job Registration Details I Client Reference Numbers Find Containers by Client Reference Client C Clear OneStop Data ST Contain er View EDI Carrier History oe Clie
35. uirements Action rom Check that Expedient is set up to allow EDI messages to your Carriers Which Carriers do you want to send EDI transport requests to How will the Carrier send EDI updates to you Open the Import Job Registration screen go to the Options drop down menu and check the Send EDI Booking to Carrier option is listed If you cannot see this option please contact Expedient Software Contact Expedient Software for the Carrier EDI Set up Information Spreadsheet see Appendix Fill out the Contact information in the top left Tell us how often you want to send EDI transport requests to the Carriers e g once a day twice a day every hour Enter the Carrier Code and Carrier names that you want to provide EDI transport instructions to Add the Account information and the Port Code you associate with each Carrier Enter the same carrier on multiple lines if you have the same carrier code for many port codes or if you have a number of different accounts with the same carrier Use the examples in the spreadsheet for guidance Contact each Carrier and with their assistance enter the following details in the Carrier EDI Set up spreadsheet 1 What system does the Carrier use e MAXIMAS e Another system please provide the name 2 How does the Carrier want to receive the EDI instructions e Email i tL i Notetheemaiaddess pf the email address Note the IP Address Note the Username Note the Passwo
36. up with a Preferred Carrier for Imports and Exports and for Air FCL LCL and Parcel Post Address Go to the Customer Masterfile select a client who will use a Carrier set up for EDI Go to Options gt Preferred Carrier Select the Carrier Type Air FCL LCL or P P Carrier Select whether the Carrier is required for Imports or Exports Enter the Carrier code for the transport company If you have selected an FCL Carrier who uses the MAXIMAS system you can select the preferred Job Category from the list provided This is optional Add any comments that you would like to appear within any instructions to this Carrier When you register a job for this Client the preferred carrier will be automatically populated The preferred job category will be inserted where one has been chosen Set up the Expedient includes three new exemption reports to warn you when transport Automated instructions and delivery are not going smoothly Reports to track The new reports are Instructions Report to list jobs where an instruction has been sent to a Carrier and no and Deliveries response has been received CAREDIEX1 Report to list jobs where an instruction has been sent to a Carrier but no booking confirmation has been received CAREDIEX2 Report to list jobs where a delivery was due to take place but no Proof of Delivery has been received CAREDIEX3 To set these reports to run go to Auto Report Setup in the Automatic Reports folder Click Add and sele
37. y Not Dehired rrrnnnnnnnnrrnrnnnnrrrnnnnnnnrnnnnnnnssrnnnnnnnsnnnnnnsssrnnnnnnssnnnnnnssssnnnnnnessnnnnnnessnnnnnnsssnnnnnnessnnnnnnsesee 20 B gg ER DOE EE EE EE EE NE 20 EPO IPI UO REDO EEE EE EE 20 Containers Not Dehired 7 days after Vessel Arrival rrrrrnnnnrnnnnnnnnrrnnnnnnnrrnrnnnnnrrnnnnnnnrrnnnnnnnnrnnnnnnnernnnnnnssrnnnnnsesnnsnnnsssee 20 NNN 20 Forwarding Diller Report Lavard EE E E a 20 Lloyds OE PP EE EE ME 20 Automatic Email NNN 21 User Configured Automatic Reports rrrnnnnnnnnrnnnnnnnrrnnnnnnnnrnnnnnnnsrnnnnnnnsrnnrnnnesennrnnnessennnnnesennnnnnesennnnnnesnnnnnnsssennnnnessnsnnnee 22 ae E CU E E A A TE EE EE EE EE T 23 DIE GN EEE EEE EEE EE E ENE A A EA EE E eee eer 24 TP do 0 52 00 araa EE E EEE NE ENES NN 25 OOF D REE E E A EEE EN E EE EE 26 User Checklist for setting up Carrier EP Lavvo anden 26 TN NN 28 ie 0 6 14 10 ee ET NE NE EE NE ere eee 28 Lese ee ao EEE EE E PE A E E NE 29 ANNEN 29 EDI Event Updates from Carriers to Expedient rrrnrrnnnnrrnnnnnnnrrnnnnnnnrrnnrnnnnrrnnrnnnnsrnnnnnnnsrnnnnnnssennnnnnessnnnnnnssnnnnnnsssensnnnee 30 Jr Time Slot Request Acknowledged rrrrnnnnnrnnnnnnnrrnnrnnnnrrnnrnnnnrrnnrnnnnernnnnnnssrnnnnnnessnnnnnnsssnnnnnnnssnnnnnnsesennnnnessnnsnnssssnsnnnee 30 MEN 30 PONNI 30 Container Required Delivery DATE TIME rrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnene 30 Container Deliv
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