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Expedient User Manual – Getting Started

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1. Air Export Forwarding Import Job Registration Sea Export Forwarding Sea Cargo Depot Input Job Creditors Invoices Domestic Freight Container Management System Debtors Ageing Automatic Reports GST Programs Sea Import Consol Registration End of Period Reports Sundry Workflow Web Portal Bank Deposit Slip BBBEBBBBEBBBBEBEEEBRBERERE era Ba 2 88 ACS RSS Updates Do you need Support Expedient Support Tracker oftware Menu items Processes _ K expedient Menu items that can be added to the short cuts list include screens document printing report printing posting and preparation functions Processes that can be added to the short cuts list include scheduled processes like backups communications with 3 parties monitoring options such as user limit and system load some screens highlighting where urgent action is required and links to useful contacts e g Customs and Expedient Support Tracker The icons used as are follows Q scheduled processes links to screens G9 external internet link The status of scheduled processes will be indicated with a traffic light system and a short text description to alert you to any issues In the edit mode there are a number of ways you can add remove and reorder items in the shortcuts list Drag and drop Add Remove buttons Use the mouse to pick up and drag a menu or process item a
2. Docket Doc s Charges Milestones The below icons highlight each action and shortcut within an input screen Icon Description Shortcut Key Clicking on this button will place users in the input screen in Add Mode This will allow them to add a new record i e New Job Clicking on this button will place users in the screen in Update Mode This will allow the user to update the current record ki This button will only be displayed if a record is displayed on the screen Clicking on this button will Delete the current record displayed on the screen k This button will only be displayed if a record is displayed AND you have the authority to delete records Clicking on this button will Find a record Users can search for a record by entering data in any field within the screen that is not grey Clicking on this button will Browse the selected records This allows the user a quick view of the selected records ki This button will only be displayed if a record is displayed on the screen Clicking on this button will take the user to the previous record This is only applicable when there is more than one record displayed in the record counter Clicking on this button will take the user to the next record This is only applicable when there is more than one record displayed in the record counter Clicking on this button will save the record when updating or adding a record This will also execute a find command Clicking on this button wi
3. IMPORT NOTIFICATIONS MANAGER MANIFEST_EDI PERSONNEL QUOTES Phone 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 03123456789 E mail Address accountreceivable demcon com alldocuments demcon com cartage demcon com customerinvoice demcon com customerstatement demcon com customs demcon com jwarner demcon com gnicholson demcon com emonterey demcon con john smith demcon com au importnotifications demcon com dgreene demcon com manifestedi linux gmaaust int au personnel demcon com quotes demcon com JOHN GODFREY RATES 03123456789 rates demcon com X ox J Cne View Update Personnel Query has found 16 personnel record s OVR Double click on the name you want to select If you need to change the email address or any other details View Update Personnel for the contact use to access the Personnel Contact screen Multiple contacts can be selected from this screen by holding down the Ctrl key while you are selecting contacts as shown in the screen shot above On clicking OK all names selected will be inserted in the Recipient List 24 Manually type in an email address by clicking in a blank row in the Address column Untick the Send box if you do not want the contact included in the email distribution Your name will be automatically inserted a
4. S Layers Model Tree Read Out Loud gt Page Thumbnails Show Navigation Pane Reset Panes Once this is set then click on the below FE gma pdf Adobe Reader i r aan BADENI zz E Bookmarks Go to specific points of interest using bookmark i links See below BEARVASS 1 4 O P Front Screen P Menu P Multiple Sessions P Screen Layout if Accessing Toolbars Buttons P Adding Updating a Record P Browsing Records P Printing Documents P Emailing Documents dient software Logging In On your desktop will be an Icon which looks this Double click on this icon This will then open up the Expedient Application at a log in prompt Genero Desktop Client Connect to expedient gmaaust com au with SSH2 Welcome to Expedient UserID test CI Save Password OK Cancel To login type in the user name and password that you were given by your manager or IT Staff Member To Sign In 1 Enter your User Name and Password and press OK Do not share your username and password with others 2 The Save Password option is disabled by default Forget your Username and or Password Remember to store your password somewhere Safe in the event that you forget it Your manager or a user with Super User Permissions will be the only person that can reset your password This is performed in the Users Masterfile and is described in the Administrator U
5. ee ee 21 Brow AG RE O E E EA A TA E A E E A T 22 Sort MOGE ve ssdccocasctccsnemsavsonenste ndash tenensdatcues EEE EERE A REE AAEE AEE EAEE AREENA 22 Browse Output to CSV ssssssessssssrssrsrssessesrreresresesrreresrosrerreresessroseereseoseoreereseosroseeresroseorroreseoseoseeresroseoreereseoseoseeresreseeree 23 PFINUNG Documente areri rri eE NN NEEE E EEEE E EEE EEO R 23 Emailing DOCUMENTS secrsesrinis tirrin onran rr Aarin EATE einen NEONET OTE OEEO OE 24 Attachments and Preview aR an EE EEIE AEEA AA AARE ATENEI ERA 25 AULO SAVE nee AEA A EEA A Ra AEE E AEA AENEAN 26 INTRODUCTION Xpedient software supports the Customs Forwarding Logistics industry This document aims to assist new users navigate through the system Various Icons Symbols which are prevalent throughout the system will be highlighted in this document with an explanation of what each performs Please Note GWA Recommends using Adobe PDF Reader To get the best results in viewing Expedient User Manuals turn the Bookmarks Navigation on to see the Bookmarks for each topic Heading See below T gmapdt Adobe Reade File Edit EES Window Help Rotate View 2 24 oF 103 E le Tools Sign Comment Page Navigation Page Display Zoom Tools Sign Comment Ei W Articles 7 Read Mode Ctrl H Toolbar Items gt Attachments EulscreenMode Ctrie Menu Bar Fo P Bookmarks 00000 i L Er Tracker Rulers amp Grids gt
6. record Clicking on this button will exit input mode Cancel for the current record and not save any changes Shortcut Key Tab Ctrl Z Ctrl Tab N A Enter Esc Detail only Allows the User to insert a line where the Insert Line cursor is currently positioned N A Allows the User to delete the current line on Delete Line which the cursor is currently positioned Allows the User whilst in the DETAIL section Move Lines Down to move the cursor down to the next block of entries Allows the User whilst in the DETAIL section Move Lines Up to move the cursor up to the next block of entries 21 F2 Browsing Records Once users have searched for records within a screen Expedient provides the ability to browse those records in a summary list format using the Browse Button Users have the ability to set which fields they want to see each time a use that particular screen Right click on the headings to select which columns you wish to see You can also amend the order of the columns by click and dragging a column heading to a new position See below lh Job Registration Sa JobNo DOR Consol No Client House Moce Cuct Raf laad Dort Place of Recpt Disch Port Dest Port Disch ETA Dest ETA Ext Client Forwarder Broker Cargo Status alee vic wc 3020725 06 08 2012 3701365 DEMCON HOSEUBNILLTESTS S consolNo NZAKL AUSYD AUMEL 07 08 2012 08 08 2012 102KWP ADVTEC 3020714 30 07 2012 37
7. 01353 DEMCON HOUSE BILL A Client AUSYD AASIA AGSFRE 13020715 30 07 2012 3701353 DEMCON HSUEIBLL A V House AUSYD ACASYD AHARNZ 3020716 30 07 2012 3701358 DEMCON HOSE S v Mode AUSYD ABELOG AGSFRE 3020707 19 07 2012 3701352 DEMCON ADFS1234A S v Cust Ref AUMEL AUSYD AUSYD 23 07 2012 23 07 2012 102KWP ACAINT 3020708 19 07 2012 3701354 DEMCON HOUSEILL S v Load Port AUSYD ABXLOG ACPCUS 13020709 19 07 2012 3701354 DEMCON ASDF s eae AUSYD ABELOG AGSFRE 3020710 19 07 2012 3701353 DEMCON ASDFASDC123A A RE Rees AUMEL AUSYD AUSYD 18 07 2012 18 07 2012 102KWP ASICUS 3020711 19 07 2012 3701355 DEMCON HOSEUBILL1 s 8 S jo AEFAT AUSYD AUSYD 19 07 2012 19 07 2012 102KWP AGSSYD 3020712 19 07 2012 3701355 DEMCON HOSEUBIL2 S y nay AEFAT AUSYD AUSYD 19 07 2012 19 07 2012 102KWP AGETRA 3020703 18 07 2012 3701352 DEMCON ADFS1234 Ss ln AUMEL AUSYD AUSYD 18 07 2012 102KWP ACAINT 3020704 18 07 2012 3701352 DEMCON SDFG S lee AUMEL AUSYD AUSYD 01 04 2012 01 04 2012 102KWP AIRSEAM 13020705 18 07 2012 3701353 _DFMCON ASDFASDC123 A Broker AUMFI AUSYD AUSYD 18 07 2012 18 07 2012 102KWP ASICUS z Sort Mode Cargo Status Adjust Size Reset to Defaults OW Sort Mode Click on the Sort Mode button in the Browse screen to enter Sort Mode The Sort Mode button now becomes the Browse Mode button p 100 Output to CSV Browse Mode Click on the sliding pointerfo adjust the number of records you want to view in the Browse screen Click on OK You may get a warn
8. 08S FROZEN BONELESS PORK Load Port USOAK Q OAKLAND First Vessel APL ARABIA V051 Place Rect USOAK Q OAKLAND DTVA 05 02 2009 ta First Port AUMEL Q MELBOURNE First Arrival 07 03 2009 4 Disc Port AUMEL Q MELBOURNE ETA Disch 07 03 2009 4 Dest Port AUMEL Q MELBOURNE ETA Dest 07 03 2009 m4 No Pkgs 900 Weight 25433 00 KILOGRAMS DG Refrigeration Pkg Type CTNS Q Volume OWENC Express Customs Val Vessel Available DE Vessel Storage Frt P C Prepaid HB Currency Forwarder APLLINV Q APL CO PTE LTD Broker APCAIRV Q THE FORWARDER PTY LTD Bond Depot Q Entry No AANMEG3EJ Extn Code 13 Finding a Record The Expedient System allows users to search any field within an input screen that has a white background Fields with grey backgrounds are for display purposes only and cannot be searched The below table outlines the various use of key strokes that assist users in searching Character Description Example Greater than or after a specific date Less than or before Used to search two or more variables Will search for any record with 3 or 6 Packages Used between two or more variables to specify a range Will search for records with No Pkgs between 10 and 15 No Pkgs 10 15 Used before after or between a variable to designate a wildcard Will search for records where customer code starts with SAMP Used before after or between a variable to designate a single Cust Code SAMP Y character wildcard Used to find an e
9. EN STAPLEY helens devw 40 gmaaust int au To cartage demcon com dgreene demcon com helens expedientsoftware com au Cc Subject This is the Subject for the Email e g Sea Export Booking Confirmation Attachments Z PMENU_1227_1 pdf 51 KB Janl_schedule_AEU1_NEMO_ WB pdf 10 KB This is the body of the Email This text can be formatted within this screen If the email was generated from either an Import Job Registration or Export Job Registration screen then the email will be logged in the Events Table To view the email events users will need to enter this screen via Options in the Job Registration Screen The below screen will display ln EVEN a Auen Amann Auen Se Type Description Date Time Reference User Mani EML EMAIL SENT 16 02 2011 1120 3000615 001 SCOTT CRAVEN N JOBU JOB UPDATE 16 02 2011 1119 TANIA N JOBA JOB ADD 16 02 2011 1006 TANIA N Delete Email Details Add OVR 26 To find out the further information on who was sent the email and the Subject of what the document was then click on the Email Details button The below screen will appear 2 Mail Sent Details Reference 3000615 002 Job Number 3000615 Program PMENU Date amp Time 16 02 2011 1124 Sender Information scottc 3000615 Subject Delivery Order Email Address scottc expedientsoftware com au taniab expedientsoftware com au Cancel 27
10. ON JEFF JOHNSON exportagent demcon com M To DEMCON MILU michaell expedientsoftware M Attachments 1 Q Print Preview 7 Attach Local Docs 7 Attach Expedient Docs X Remove File Name Extension EXP_SEA_BOOK_CONF_22561_1 Subject Sea Export Booking Confirmation House Bill AUMELAS3005586 1 Body Print Copies 1 z Print amp E mail E mail Auto Save to Do Not Save Job Docs l OVR Ti at D7N See the Expedient Software YouTube channel for a demonstration of the Print Menu The left hand side of the screen displays the available printers The last printer you used will be defaulted unless you are printing a document which requires a specific printer Click on ame to view the list of available All Printers printers at your branch If you want to print to another branch click in to view and select from all available printers in your company Printers 4 amp BRISBANE amp LAWB Printer Duplex a 8 MELBOURNE BRANCH HP Printer Last Used amp Dot Matrix amp GMATEST amp GMA Test Printer Adjust the number of copies by select a number from the Copies pull down list select up to 10 copies Use button to send the document to the selected printer You can 23 Emailing Documents The Expedient System allows users to email documents from the Printer Menu The email details are on the right hand side of the Print screen If you are producing a document that goes to exter
11. ST Edit GST Flag Entered By scottc AUD Sub GST Entered On 29 09 2011 FXC Sub GST Enter Invoice date Enter new document into form Right Clicking on the Headings will allow users to perform the following 1 be a Aes be rence Cos Ces te te Im ve omuzn Arecart Ina Aroon ME ET EI az raar nz ze i tgetet ow Peete eee a Were dr Tan u Dinnh e Choose the Columns to Display some screens enforce some fields to always display e Reset the Sort Order double clicking on some column heading will sort the data by that column e Adjust Size this ensures each field fits the relevant line data e Reset to Defaults 20 Field Navigation The following icons that appear on input report screens are explained below Icon Action Description Move to next field To navigate to the next input field the user can click on the field they wish OR use the tab key on the keyboard Clicking on this button will bring up the Lookup relative master file screen in which you can search For example if you are not sure what the client code is for a particular customer is you can perform a lookup and search for the business name Job Details Container Details Move to Next Clicking on the Screen Tabs will change Screen Tab screens Clicking on this button will bring up a Date Edit calendar so the user can select a date Clicking on this button will save the current Save
12. Volume Expedient User Manual Getting Started Gavin Millman amp Associates Pty Ltd 281 Buckley Street Essendon VIC 3040 Phone 03 9331 3944 e Web www expedientsoftware com au Table of Contents POG OIG Nenn ee en ER E antes shed EEEE 3 DOI ER ee ee ee EA E N AA A 4 DEE HIDLION er ee ee een nee 6 SD ee ee 6 BO LEHE EN E E EE E E E a ee EE EAN A ee en E 7 PSS PEENE E A E E A ee en A EEEE ee T E 10 MEKO ee T T E E E 10 ROEI E cessed erste E E E E 11 User ManuallS ccccsccssccecccscccsccesseeccesscseesccessceceesseesscesseeceesseesseecsesceesseeceeuceesseeceesceesseceesseesseceeceesseeceesceesseeceesceuseeucss 12 TOOT DIES E ONE OEE E E A E E O E T A A E T 12 O PEL OU ar E A AA OAN E AEEA E TAAA E A E 13 FAO TPO OT COG r E E E E EE E N Tele 14 EXO SCPC d EAEE E AE E EE E ee EE E AT TIEA EEE EEA EE AAE A A EAT 15 Button dand SAU seerias e a a a a E r a a aa a a ee 16 Accessing TOOIDGIS BUTIONS wiv cicuiinssaincstacsanensinedanesvoananenivnesainesdoanananisinadaiesdonsanenienasaheadoarazanleinadadedUaabiinanivinntabeedoarshenlsnadahasdeabenenenaten 18 Usine gh 010 Lo een en Eee ee E ee een eee 18 Usine the keyboard ce i saneubonssausnadasuasenzradsaunaboasssasaboaesaleinen woreadbuadaneaneansawenteeera 18 PGCE DOG UNG GRO Bl a AEE EA AE A EEEE A AEE enorm 19 FO ACSF gE E a AEE E E TEE ee ee EE TTE E TT EE T EE T T 19 Header Detal SCREEN sassicciexceccsuseaicinssedesssawaatalacais een ed need here 20 FISIA NWS O onae n
13. XP_SEA BOOK_CONF_1220 1 12 11 2012 3 18 PM Adobe Acrobat D anl_schedule AEUL NEMO WB 12 11 2012 3 02 PM Adobe Acrobat D gt Libraries gt Computer p ti Network File name 121112 150931 _EXP_SEA BOOK_CONF 1213 1 Source Files csv xls xlsx p Y Select the document you want to attach from the list The selected document will be added to the Attachments list 25 Attachments 2 Q Print Preview FZ Attach Expedient Docs x Remove File Name Extension i PMENU_18862_1 pdf rep8769_ 114835 CSV Remove Use to prevent the unwanted attachment going out with the email Auto Save Set the document to save to a shared folder for the job or consol to allow other users to access the document Auto Save to Private Job Docs Select to save the document to folder accessed only by your company or to share the documents in the web portal with your customer Based on the type of document Expedient will save the document to the appropriate Docs folder When the Email details are completed use to send the email with attachments or use Print amp E mail to produce a hard copy as well as an email An example of the email sent is shown below This is the Subject for the Email e g Sea Export Booking Confirmation Message HTML File Edit View Insert Format Tools Actions Help u Reply ii Reply to All Forward 4 cad Y SE XI 7 AP N From HEL
14. ailable to search using the invoice number z oom within Print User Operations the Supplier s Invoice Screen g View Downloaded Invoices Input Business Concerns Log Business Concerns Log Report Copy Supplier Clients Copy Parts Copy TLF Down Load Data Files SO 1G 8 ob e amp o amp Auto Invoice Admin View Downloaded Invoices Load Parts File Sample u gt Air Export Forwarding Sea Export Forwarding Email File Feature You can email the Supplier s invoice using the CSV file format Container Management System Automatic Reports GST Programs The file needs to be CSV format NOT Excel txt doc etc Only the specified fields can be used End of Period Reports The order must be Sundry Colma Despont Find User Operations Client Code Mandatory Invoice Number Mandatory Part number Mandatory Part Description Mandatory Qty Mandatory Line Amount Mandatory Country Optional Preference Optional Order Number Optional FRRBBE Print User Operations Input Business Concerns Log Business Concerns Log Report Copy Supplier rial one gt Clients Copy Parts Copy TLF Down Load Data Files m cd Q Auto Invoice Admin The file needs to be CSV format NOT Excel txt or doc Only the specified fields can be used Columns A to F are mandatory If something is not valid the user will get an email from the syst
15. egistration Screen and return to the Main Menu and go into the Customer Masterfile and perform a search The below screen shot displays three Expedient Windows the Main Menu the Job Registration Screen and the Customer Masterfile A user can click on each window to return to that function EXPEDIENT DEVTEST Expedien Job Registration EXPEDIENT D Client Maintenance EXPEDIEN 12 Screen Layout All screens have a consistent look and feel The toolbars symbols and shortcut buttons are all consistent on each screen ensuring users gain an understanding and confidence of the system in a short period of time See the below screen for an explanation of the layout The below 7 buttons are standard across all input screens See below for keyboard shortcuts ww E Q e3 lt gt R A amp P W Add Update Delete Find Browse Previous Next Cont Search Job Notes Job Sheet Supp Inv Nature 10 20 Docket Doc s Charges Milestones Job Details Container Details Marks and Numbers Various Dates Delivery Details Job Type S Q SEAFREIGHT Dept VIS Q Job No 3903492 Cargo Status ALL CONDCLEAR Job Notes 6 l Docs 0 Master Bill APLU 098365435 Date Reg 09 02 2009 Milestone DATE OF LODGEMENT Cust Code QUACOM Q QUATTRO COMMODITIES PTY LTD Cust Ref 72701 Supplier QUAPOR Q QUALITY PORK INTERNATIONAL Job Class FCL House Bill Consol No Transport Details Goods Vessel GLAEXP Q GLASGOW EXPRESS Lloyds 9232589 Voy ID 9
16. em detailing what line produced the error and which column was at fault Please allow up to 30 minutes for file to Load Parts File process An email will be sent to the sender after the file has been successfully completed or if there were errors in loading the data View Downloaded Invoices Shortcuts This is a list of quick links to screens and reports that you use most often The list also includes links to 3 party websites and process statuses If you are a new user there will be no shortcuts These will appear the second time a new user logs in This list is customisable by clicking on the Edit ShortCuts button in the toolbar Edit Shortcuts The edit mode displays the full Menu structure on the left with a second tab of Processes The menu and processes listed will be dependent on the modules your site subscribes to and your user access level ea EXPEDIENT DEVTEST Exp bo E m File Help Access Save ShortCuts Check For Updates Menu Processes INFORMIX EXPEDIENT DEVTEST SN j Short Cut Edit Mode b Debtors J Creditors ShortCuts Releases User Manuals General Ledger Banking ShortCut Name Management Reports R Reload Order Tracking Customs Job Registration Customs Clearance Tariff Class Enquiry Only Company Details Administration Customer Masterfile Rates Air Import Forwarding inh Financials Sea Import Forwarding
17. er Invoice Pre Enter Supplier Invoice CMR Nature 10 Nature 20 CMR Nature 30 CMR TLF Maintenance CMR Parts Update Delivery Date a Delivery Dockets Load EFT File Customs EFT Report Jobs Reports Y IE H I I Parts Reports TLF Reports Drawbacks Load Jobs from File Customs Notifications P D ll This symbol represents a folder that contains sub folders programs that has not been opened This symbol represents a folder that contains sub folders programs that has been opened This symbol represents an input screen for data entry This symbol represents a print function e g a report or a document print This symbol represents a posting prepare function e g posting monies to the general ledger This symbol represents a function e g check to see if all items have been posted This symbol collapses all Main Menu Items on one click Expedient Most Screens and Reports that appear on the menu contain a short description of what that function performs and a sample if applicable see below Menu Descriptions Samples Description p m Air Export Forwarding ShortCuts Releases User Manuals Description Sample Sea Export Forwarding Container Management System oe E pe dient Automatic Reports poliware GST Programs End of Period Reports Sundry Description Find User Operations ag to email cay file that will load Dom Suppr Invoice Holding Table is is then av
18. ing message if you want to view a large number of records SYSTEM PROMPT 2s The first 60667 records will be shown in sort mode E This may take a while to load in sort mode Do you want to browse in sort mode Click on Yes or No to remove the warning message Click on OK to adjust the number of records to match your request You will now be able to sort the data by clicking on the column headings in the Browse window One click on the column header sorts A to Z or numbers ascending Two clicks on the column header sort Z to A or numbers descending For example to sort all the consols by Registration Date with the most recent at the top click twice on the column heading Regist Date 22 Browse Output to CSV You can download the sorted data to a csv file which you can further manipulate in Excel Click on 4 Output to CSV to download the csv file Printing Documents The Expedient System allows users not available via Cloud Solution to print and email documents from a Print Menu H Expedient Print Menu o x amp Print i E mail Local Printers All Printers Document Distribution Group Export Notifications Recipients LAWB Printer Duplex Last Used Cust Code Name Address Send 4 Bec HELEN STAPELY helens expedientsoftware co DL To DEMCON ALISON ROGERS arogers demcon com M To DEMCON EMMA DEARING ebrown demcon com M To DEMCON GINA JAMES gjames demcon com M To DEMC
19. le of a toolbar can be seen below To access these toolbars you have two choices Using the Mouse Simply click on the Toolbar and the options will drop down Using the Keyboard Expedient allows Shortcut Keys using Alt and the underlined letter on the toolbar This will open the pull down menu where you can then select Shift and the underlined letter to go to the required option Within the pull down menus capital letter indicate the Shortcut Keys that will open screens These are related to the toolbar buttons within the screen For example within the Import Job Registration screen pressing s will open the Supplier Invoice screen if you are viewing a Job Import Job Registration EXPEDIENT DEVTEST Lo 2 X File View Link Notifications Job Financials Help E Find Jobs by Container Y D R g g g g Ea P w Add Upc Container Management ious Next ContSrch Cargo Rpt Req Rcvd Docs Events Job Notes Job Sht Supp Inv Nat 10 20 Docket Docs Chgs Milestones Add View Client Reference Number Job Detail Find Jobs by Client Reference No nd Numbers Various Information Delivery Details EDI Additional References View Add Events I Job Suppliers Invoice S Dept VIS Q Date Reg 23 04 2015 4 Job No 3045998 Cargo Status Hou ei u EDI Sent Flag No Consol No Job Notes 0 arges G Mast Job Moteskekrenas Shipping Co Q Extn Code Consol Notes 0 Cust Consol Notes References EST Client AALBSHI Extn Code 2 Docs 0 B
20. ll take the user out of input find or update mode without saving or search the record Clicking on this button will take the user to a Masterfile Look Up Screen CTRL Z Clicking on this button will allows users to perform a new Search Clicking on this button will allows to insert a new record within a table i e Supplier s Invoice or Debtors Invoice Screen 16 Description Shortcut Key Clicking on this button will allows to delete a record within a table i e Supplier s Invoice or Debtors Invoice Screen Action Description Shortcut Key Move to next field To navigate to the next input field the user can click Tab on the field they wish OR use the tab key on the keyboard Move to Next Screen Clicking on the Screen Tabs will change screens Ctrl Tab Job Details Container Detail Tab Clicking on this button will bring up a calendar so the N A Date Edit user can select a date Detail only Allows the User to insert a line where the cursor is Insert Line currently positioned N A Allows the User to delete the current line on which Delete Line the cursor is currently positioned N A Allows the User whilst in the DETAIL section to Move Lines Down move the cursor down to the next block of entries N A Allows the User whilst in the DETAIL section to Move Lines Up move the cursor up to the next block of entries 17 Accessing Toolbars Buttons The toolbars are located on the top of each screen An examp
21. mpty field Searches records where No Pkgs is null Used to exclude a variable Searches records the Consol No is not null onsol No ooo Used to exclude a variable Searches records where No Pkgs does not equal 15 Greater than or equal to Save Clicking on this button will begin a search of the records Enter for the data you have input Cancel Cancel Clicking on this button will exit search mode 14 Exiting a Screen ce When exiting a screen you can either click on the a screen or select File Exit from the Menu X Button in the top right section of the Please note when clicking on the X button you must be in the first tab of the screen In the example below the user can use the X button as he she is in the Job Details tab this being the first tab ar i a E 4 gt R j gi P g Ww Add Update Delete Find Browse Previous Next Cont Search Job Notes Job Sheet Supp Inv Nature 10 20 Docket Doc s Charges Milestones Job Details Container Details Marks and Numbers Various Dates Delivery Details 15 Buttons and Shortcuts The Expedient System allows users to utilise 2 forms of screen navigation the use of the mouse through buttons and the use of keyboard via shortcut keys Button shortcuts use the First Letter of the button where possible w E Q 4 gt R gl Oo _ P Wy Add Update Delete Find Browse Previous Next Cont Search Job Notes Job Sheet Supp Inv Nature 10 20
22. nal contacts and you have set up contacts to receive that document already you may see email addresses in the distribution list Please refer to the Administration manual for guidance on Documentation Distribution Groups E mail Document Distribution Group Export Notifications Recipients Cust Code Name Address Send Bcc HELEN STAPELY board expedientsoftware com au M To DEMCON ALISON ROGERS arogers demcon com iW To DEMCON EMMA DEARING ebrown demcon com iW To DEMCON GINA JAMES gjames demcon com W DEMCON JEFF JOHNSON exportagent demcon com m E Add email addresses by clicking in the first cell of the next blank row in the Recipients table This provides a pull down list so you can select how the email is sent Click in the next cell for Cust Code Use to search for a customer or enter a customer code In the next column Name use to find all available active contacts for the Customer Personnel Zoom Personnel Zoom Customer TEST ONLY CUSTOMER A First Name BOB ALLISON AL JOYCE CHARLIE DEBBIE JEFF GINA EMMA JOHN EDNA DAMIAN MANIFEST TINA WALLY Surname JONES DUMAS BEENY JONES CUMMINGS HARRISON WARNER NICHOLSON MONTEREY SMITH MOONEY GREENE EDI BAKER SMITH Title ACCOUNTS RECEIVABLE ALL DOCUMENTS CARTAGE CUSTOMER INVOICE CUSTOMER STATEMENT CUSTOMS EXPORT AGENT EXPORT MANAGER EXPORT NOTIFICATIONS IMPORT MANAGER
23. nd place into the shortcut list Point the cursor where you want to place the item in the list and release the mouse You can also remove items from the shortcuts list with drag and drop Items already in the list can be dragged and dropped within the list to change the order Click on a Menu or Process item and click the n button to add the item to the bottom of the short cuts list Click on the Menu or Process item in the short cuts list and click the button to remove the item from the short cuts list The icons can be resized to your preference using the sliding scale The Reload button will reset your short cut list to the screens you access most often The list will be followed by the ACS RSS Updates website if you are based in Australia which provides easy access to Customs alerts This link is a permanent item on your shortcuts list To save and exit the Edit Shortcuts mode click the Save or saved automatically Edit ShortCuts button Any changes will be Access 3 The access button Access allows all users to view what Menus Programs users have access to Clicking on the Access Button when the Customer Masterfile Menu is highlighted shows the below User Code User Name Access bktest BRETT KING TEST USER bofford BRETT OFFORD brettk BRETT KING brettl BRETT LORENSINI brettm BRETT MCLEAN cburn CHELSEA BURN Check for Updates This button allows users to update their Expedient Software Applica
24. ntih an EEE 11 User Manuals ShortCuts User Manuals gt wa Manual Name Description Date Last Updated Size Guide to the Masterfiles which store various information needed to perform the Administration i Registration Accounting and Banking functions 20 12 2011 3 09 MB Guide to the Customs Clearance Tariff Classification and the Air Import Forwarding Module The Customs Function allows users to register shipments lodge Nature 20 12 2011 5 05 MB 10 20 Entries set up TLF manage parts and prepare charges for customers Air Import Forwarding Automatic Reporting Guide to setting up reports which can be automatically emailed periodically 21 12 2011 748 05 KB This tab displays the User Manuals for Expedient The manuals are also available from the screens they relate to The information displayed is as follows Icon This will open the User Manual in your internet window Manual Name This is the name of the manual This column can be sorted Description This is a short introduction to the manual Date last updated This is the date the Manual was last updated This column can be sorted Multiple Sessions Each user has the ability to utilise multiple screens under the single logon For example a user can open the Import Job Registration Screen and search for a job If they then need to search for a customer in the Customer Masterfile they can remain in the Import Job R
25. ny recent changes to Expedient We recommend these are read regularly so you are notified of any changes The information is arranged in Notes on each topic The title of each Note includes the date the change has been made available in Expedient the area of Expedient affected and a brief description of the change e g Release Date 15 07 15 NZ Import Forwarding Documents Screen pop up This is followed by text with a more expansive description of the change Click on the Release Note title to view the full Release Note The most recently published Release Notes will be shown at the top of the Release Notes list Any changes available in the next release will be shown at the top of the list for easy reference for coming changes After viewing the Release Note click on the Release button at the top of the Release Notes tab to return to the list of Release Notes Search Release Notes by entering the text to search for and click Expedient will look for the text in all published Release Notes and show the most relevant search at the top of the results Use the View in Browser button to open a view of all the published Release Notes in a separate Browser window TTT MNeweaow LJLUVUUVUS MWU VSUOWIIIO uppIa gt L1I1VVICEn Giga FAILO PTIGSLEI INS vpuaLuso Alhat Arrecc tn Ciictame Nnantitiee an S innliar c Tnunire Modification fhf the Tmnart S innliar c Tauira amp rreen tn inchide Ciictame Nnantihs and Cictame Ilnit Qua
26. ory Field fi we a Q Add Update Delete Fj J IR ul Browse Previous Next Cont Search Job Notes Jo fet Supp Inv Nature 10 20 Docket Doc s Charges Milestones Job Details Contp ef Details Marks and Numbers Various Dates Delive Job Type 7 lQ Dept Job No Job Notes 0 House Bill Consol No Docs 0 Milestone Master Bill Date Reg hha Cust Code FG Cust Ref Supplier 0 Job Class Transport Details Goods Vessel Qa Lloyds Voy ID Load Port Q First Vessel Place Rect Q DTVA cI First Port q First Arrival wa Disc Port Q ETA Disch Cc Dest Port a ETA Dest mal No Pkgs HE weight 7 DG Refrigeration 4 Pkg Type Q Volume ee Z OWENC None 5 Customs Val Vessel Available Vessel Storage Frt P C HB Currency Q Forwarder G Broker a Bond Depot Q Entry No Extn Code Enter Job Type lt ZOOM gt Enter new document into form OVR 19 Header Detail Screen DE Ww Ei x Q las J g Add Update Delete Find Browse Previous Next Post Invoice Print Input Invoice Notes Date PEILEJPIFEN na JobNo fo Bill To Department Consignee House Bill Due Date Invoice Type ti el Printed Invoice No Foreign Currency Invoice Edit Line Currency Currency Q Exc Rate Code GL Prev Billed Previous Cost Curr Exc Rate Exc Var Foreign Amoun Local Amount Expected Cost Profit Uptake G
27. ser Manual Main Menu Once you have successfully logged in you will be presented with the Expedient Main Menu and Dashboard This screen will vary based on the Modules your company has subscribed to The screen is divided into five sections e Menu e Shortcuts e Releases e User Manuals e Communication Banner Menu Shortcuts Releases User Manuals EKPEDIENT DEVELOPMENT Expedierit Software A Acces dit ShortCuts Check For Updates Change Password Menu Select Function cate amp Debtors EXPEDIENT DEVELOPMENT Expedient Creditors Y V aes General Ledger ShortCuts Releases User Manuals Banking Management ShortCut Name Enquiry Only Administration Air Import Forwarding Sea Import Forwarding Air Export Forwarding Sea Export Forwarding Automatic Reports Sundry HELEN TEST STA fun Jo a Jo re re re B a re re re re Customer Masterfile Auto Report Setup Company Details Sea Export Job Registration Sea Import Consol Registration WIP Profit Enquiry Imp amp Exp 1B 1B A A A ACS RSS Updates Q expedient QB expedient Menu The menu structure is based off the windows tree view Each Menu item with a folder icon can be collapsed to view the sub menus within each menu function See below Icons A Menu a l Customs Clearance Tariff Class Job Registration CMR Suppli
28. t the top of the list in blind copy Enter the Subject line for the email If you are producing a document that goes to external contacts the Subject line will show the title of the document and some references for the job or client Subject Sea Export Booking Confirmation House Bill AUMELAS3002199 Reference DEMCON S REFERENCE Covering text for the document can be entered in the Body section of the screen This text can be formatted by hovering the mouse over the word Body until a formatting toolbar appears Body BJZ U 1 l1 a a be formatted within this screen lin inl A default email signature can be added to your User Masterfile so that the same signature automatically appears in every email Attachments and Preview The Attachments section shows the documents that will be sent with the email Highlight the document and Q Print Preview use to view the document before sending Further documents can be added to the email by using 7 Attach Local Docs or buttons The Attach Expedient Docs button opens a screen listing documents attached to the Job or Consol di 192 168 201 157 Documents D DEMCON 2012 11 VES 3002177 Organize New folder a Be Name Date modified Type ME Desktop m Public 12 11 2012 3 01 PM File folder m Downloads 121112_150926_EXP_SEA_BOOK_CONF_1213_1 12 11 2012 3 09 PM Adobe Acrobat D E Recent Places 121112 151851_E
29. tion is up to date Please Note this is only the look and feel of the application not the actual functionality is affected For functionality updates see the Releases Tab on the Main Menu 10 Releases _ShortCuts Releases User Manuals RELEASES RELEASES Release Date 15 7 15 Administration User Masterfile User Menu Access This release provides an update to the User Masterfile to allow quick set up and maintenance of the menu options Users can see in their Expedient dashboard Within the User Masterfile to Options gt User Menu Access This screen displays all the menus available at your site on the right The window on the left represents the Release Date 15 07 15 Debtors Module Manual Invoice Manual Invoice In ADD Mode the Invoice Type now defaults to DISBURSEMENT Please see below screenshot highlighted for your reference Release Date 15 07 15 Dashboard improved view and Release Note search This release provides an update to the Expedient dashboard and a better view of Release Notes The Release Notes are now web based allowing greater searchability The Menu window on the left and the tabs in the windows on the right can be resized Click on the bar between the windows and click to drag the Release Date 15 07 15 Import Forwarding Missing Documents Automatic Report update View in Browser This tab displays the most recent Release Notes detailing a
30. usines View Orders Parts ID AALBSHI Milestone PARTS CLASSIFIED ee Cust Ref 2205 Orders 1 Documents Screen R Sul aces 4 ANGZHOU XINJUN TRADING CO Job Class FCL Billing Sheet Trans port Private Doc s Cover Sheet Goods Ves Print Delivery Docket x i PORE Lloyds 9498365 Voy ID 01ES14 GOODS Load P Cargo Reporting G ist Vessel Place R ers wre ee DTVA hed View Current Warehouse Bin Loc First P as First Arrival 23 04 2015 ka Disc P METER ETA Disch 24 04 2015 kra Sent I Booking to Carrier Dest P Send Comprehensive XML to Client ETA Dest 24 04 2015 had EDI History ATA Dest BE Create Docs to Transport Event Customer Notes No P View Documents w leight 2 00 KILOGRAMS DG Refrigeration None Frt P C Prepaid Pkg T en nn lume 3 000 M3 OWENC None Customs Val Vessel A Security Access Maint Drage kya INCO C amp I Q HB Currency AUD Q More Options gt Pressing t in the Import Job Registration when you are viewing a Job will open the Nature 10 20 screen Similar Shortcut Keys are found in all screens in Expedient View the pull down menus to find out which Shortcut Keys open screens 18 Adding Updating a Record The Expedient System allows users to input data using either the keyboard or mouse to navigate When a user clicks on Add Update A U on the keyboard they will be taken in to Input Mode on the screen See the below header screen Header Screen Yellow Background Current Field Red Background Mandat

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