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Expedient User Manual – NZ Customs Module

Contents

1. No of Consignments 0 SEA 2045156 xz 15 ECI IMPORT axa DEMCON Q DEMONSTRATION COMPANY2345678901234567890 00007287A AUADL Q ADELAIDE o KI NZNPE Q NAPIER SIHB o 100 BE Weight 15 00 KG NZD FOB Value 100 00 Consignee Information NA Consignee Name DEMONSTRATION COMPANY234567 8901234 Address 1 333 DESK STREET Address AUCKLAND 1234 Address 3 Address 4 Description Validation Default From Job Registration This is the Job Number This will automatically populate N A from Job Registration This is the number of consignments attached to the job From Job System Generated This is the current status of the ECI Entry System Generated This indicates the type of entry From NZ Customs This is the Entry Number advised by NZ Customs This is the date of the entry Optional Today From NZ Customs This is the most recent response from NZ Customs From NZ Customs This is the current status of the entry 103 Field Name Client Code Port of Loading Discharge Port House Bill NZD FOB Value Supplier Information Consignee Information Description This is the code and the Customer name from Job Registration This is the port of Loading Origin populated from Job
2. 2020 SEARCH Query has found 18 record s Supp Cons Cont TE The above search returns the below results 119 Click OK to perform the Auto Rating Effective 16 03 2012 Expires 01 01 2013 Cont VE 2020 I Charges 2020 SEARCH Query has found 1 record s Job Currencies Bill To DEMCON Forw Charges Created usD Q 0 9000 Job No 7000049 Cust Charges Not Req d Qa House AUMELAS3001321 Exchange Var Q Description FREIGHT CAF BAF OVERSEAS SHI AUSTRALIAN P DELIVERY ORD CMR COMPLIA MELBOURNE AUD Sub FXC Sub FXInv Type 0 000g a FF ag E oe FF FF E GST Amount 0 00 0 00 0 00 83 00 5 50 2 50 6 30 Total Amount 3170 34 627 16 679 80 913 00 60 50 27 50 69 30 PP COLL Curr FXC Amount Local Amt AUD Collect USD 2770 20 3170 34 Collect USD 548 00 627 16 Collect USD 594 00 679 80 Collect AUD 0 00 830 00 Collect AUD 0 00 55 00 Collect AUD 0 00 25 00 Collet AUD 0 00 63 00 Exp Cost AUD 3170 34 627 16 679 80 830 00 55 00 25 00 63 00 Profit Uptake 0 00 0 00 0 00 0 00 0 00 0 00 0 00 97 30 Tot 0 00 Tot 120 Charges Screen Creates Final Variance indicator on Only available Toggle between Recommended Invoice and Exchange Rates only if Rates Customs Forwarding for send only 1 Displays used
3. Available Whart DEA Date of Timeslot Request 15 03 2013 Actual Time Slot Date amp Time DE Esa Load Required Dates File Storage Start Gate Out pra mra nig O EXped ient ftware The toolbar button Load Required Dates file in the Update Required Dates screen allows upload of a file containing Required Date and Time information This can be used to provide the required date for LCL or FCL or FCX jobs The file must be in the following format with the columns in the order indicated Job Number mandatory Container Number optional Required Date mandatory Required Time Optional Sample File M1 W b amp 9 10 11 12 13 14 15 16 17 18 4 B 3002323 ASDFO001001 3002323 A5SDFO001002 3002323 ASDFOOOLOOS 3002323 ASDFO001004 3002323 ASDFO001005 3002323 ASDFODO1006 3002323 ASDFO001007 3002323 A5SDF0001008 3002323 A5DF0001009 3002323 ASDFODO1010 3002323 ASDFO001011 3002323 ASDFOOOLO12 3002323 ASDF0001013 3002323 A5SDFO001014 3002323 ASDFOOO1015 3002323 ASDF0001016 3020884 R5555555 3020875 MEUSs ob112 C 3 04 2013 4 04 2013 5 04 2013 6 04 2013 7 04 2013 8 04 2013 9 04 2013 10 04 2013 11 04 2013 12 04 2013 13 04 2013 14 04 2013 15 04 2013 16 04 2013 17 04 2013 18 04 2013 19 04 2013 20 04 2013 D 10 00 11 00 12 00 13 00 14 00 15 00 16 00 17 00 18 00 19 00 20 00 21 00 22 00 23 00 0 00 1 00 2 00 3 00 Expedient will check
4. 74 Field Name Description Expedient Validation Default Duty Rates These are a view only of the Duty Rates advised by NZ Customs each night for the Tariff Code Auto Rated This indicates the date of the last auto rating for this Part N A N A NZ Customs System Generated Net Weight This is the value for the net weight of the part in kilograms KGS Numeric Optional Numeric Optional Numeric Optional Blank Blank Blank Gross This is the value for the gross weight of the part in kilograms Weight KGS Cost Uplift This is the Cost Uplift percentage associated with the Part This will populate the Supplier Invoice and the Customs Entry line when the Part is used Cubic This is the value for the volume of the part Volume Package This is the type of package for the part Type SKU Alt Cli This is the alternative Client Part reference Part Quantity This is the volume factor for the part and is used to calculate Factor the Customs Quantity when the part is included in a Supplier Invoice e g this may indicate the number of litres in each bottle Code If your site has elected to save Codes information at Part Information Level the information can be entered in the Classify screen Select a Type Code and Description from the pull down options Enter additional Data if required Codes entered in this screen will populate the Supplier Invoice line Conversely Codes information added to the Supp
5. Insert a tick to send the email ta the Recinient 1 Pre Alert Notification When sending the Pre Alert from the consol level through Notifications gt Pre Alert a screen will pop up showing the jobs attached to the consol The Pre Alert document will always go to the consignee in each attached job and email addresses will default from any personnel set up in the customers masterfile to receive import notifications or all documents You have the option to untick the send columns amp send the document to yourself If both send amp send to self is unticked the document will not send Where no personnel are set up in the customers masterfile the document will default to send to you Events will be logged on the consol and job level The job event will also list any email addresses that the document was sent to 2 ETA Change Notification When sending the ETA Change Notification at consol level through Notifications gt ETA Change a screen will pop up showing all jobs attached to that consol The ETA Change document will always go to the consignee in each attached job and email addresses will default from any personnel set up in the customers masterfile to receive import notifications or all documents You have the option to untick the send column amp send the document to yourself If both send amp send to self is unticked the document will not send Where no personnel are set up in the customers
6. A SYSTEM MESSAGE wD All jobs were updated successfully Exit If a job record is locked Expedient will not be able to update the job 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 completed the process updates the Delivery Date in the Job Registration screen See below 31 OOND Expedient Job Details Container Details Marks and Numbers Various Dates Delivery Details Various Dates Lodgement Date Date of Clearance Del Docket Printed Depot Date Delivery Date 01 05 2011 m3 Date Owner EFT Date Duty Paid hea Available Return amp Delivery Dates are accessed via the Containers Tab Any containers on the job will have the Delivery Date and Time inserted in the Container Details tab and if the job is FCL the Delivery Date Time and Signatory will be updated in Container Management A CDD Container Delivery Date event will be created against each container and when the final container is delivered a DDEL Date Delivered event will be created for the whole job indicated the job has been fully delivered A DOD event will be created for each job listed in the Update Delivery Screen The event can be found in the Job Registration screen from the Options menu LOAD DELIVERY DATES FILE The toolbar button Load Delivery Dates file in the Update Delivery
7. 4 Ra eae ete nee ps SAN Te BANS O Y EAT E NE T AA AE AO NR ON I peterw PETER WILLIAMS HEREBY DECLARE THAT THE PARTICULARS CONTAINED IN THIS ELECTRONIC ENTRY MESSAGE ARE TRUE AND CORRECT AND ARE IN ACCORDANCE WITH THE CUSTOMS AND EXCISE ACT 1996 VALIDATED BY THE ENDORSEMENT OF MY ELECTRONIC SIGNATURE NUMBER Queue Date 14 11 2012 na Cancel Ente Pin Number OVR A message will appear displaying the queue date based on the earliest date Customs will accept the Entry Users can then change the Queue Date if they wish This system will display the date the Entry will be submitted to Customs in the Submission Status Submission Status Q Queued 744 111 2012 97 The Submission Status will display the Communication status to from Customs Possible values are Code Description N NotSubmitted 0 B BeingSubmitted O FO FAMED o FAILED Replacement S Successful S M_ Successful Modified P Prepared o A Awaiting Clearance W_ Awaiting Modified Q Queued DD MM YYYY In addition to the Submission status there are two Customs Response Status return from Customs Customs Response Document Type 932 Delivery Order Entry Status 819 Delivery Order Herewith method of Payment as specified POSSIBLE ENTRY STATUSES Code Description Colour Code 801 Entry rejected RED 810 Delivery Order sent to recipient method of payment as specified Please note GREE
8. Charge Code Masterfile Acc Type FINAL A C Charge Code AC Q Charge Description AIR CARGO REPORTING FEES Mode EXPORT Type AIR Order 04 1 of 21 OVR You can re print any of the Work Sheets at any time as long as a job displayed in the Job Registration Screen Delivery Dockets Delivery Dockets can be printed from the Consol where the Consol is for FAK or from the Job Registration screen 23 Expedient PRINTING DELIVERY DOCKETS FOR A CONSOL If the Consol is for Job Class FAK a Delivery Docket can be sent direct from the Consol to the Cartage company The option is available from the Notifications menu and from the Delivery Docket button toolbar Wi Additional Delivery Information Input Selection Consol No 1000616 Container Numbers Transport Company j OCLU 1234563 OCLU 1234563 OCLU 1234563 Report Progress This screen will list all the containers associated with the Jobs on the FAK consol Enter the Transport Company the document is to be sent to or use iQ to find the Carrier code The Docket will print the Unpack Depot as the Delivery Address and the Terminal as the Pick Up Address PRINTING DELIVERY DOCKETS FOR A JOB To print a delivery docket users must ensure the Delivery Details information is completed in the Delivery Details Tab see below Job Details Supplier Details Container Details Marks and Numbers Various Information
9. Delivery Details Deliver to DEFDELCD Q Bus Name HEMISPHERE FREIGHT SERVICES Address Line 1 ADDI Address Line 2 ADD2 Suburb WELLINGTON State Pcode Deliv Job Note The above Delivery Address is stored at the Job level Container Numbers must also be entered for Sea Freight Shipments in order to print a Delivery Docket This is available via the Docket Button When users select this the below screen will appear The below screen allows users to input various information for the Delivery Docket 24 JL Additional Delivery Information Input Selection Job Container Information will only be updated if you have data in these fields Job No 3002964 Container Numbers Date of Actual Delivery FRLU8603112 FRLUS604444 Time of Actual Delivery FRLU8610678 Dehire Date ma Quarantine Instruction Print Supplier Details Yes Report Progress Enter Actual Delivery Date Enter any information that is relevant to your job Field Name Description Validation Default Enter the Job Number if using this from the Customs Clearance Mandatory Blank Job Menu If you are running this program from the Registration Registration Screen then the Job Number will be auto populated Date of This is the date of delivery of the Goods this is usually the same Optional Actual as the date you are printing the Delivery Docket Delivery Please Note Date of Actual Delivery Date is then populated in the Various Information Tab in the De
10. from this screen see below The second method is via menu Customs Clearance Tariff Class Suppliers Invoice This option is also available from the Options menu in the Job Registration screen or dd By clicking the button or typing A will place the cursor in the input screen in Add Mode See below 63 gt A r s File View Options Reports Reset Options GMA Maint Help eee Supplier s Invoice NZ MASTER TEMPLATE SYSTEM Xa lt 4 gt E a s o Add Update Delete Find Browse Previous Next Classify Customs Quantities Customs Dumping Values Customs Entry Docs Summary Lines 8 EDI Supplier Invoice References Attachments Job Information Job No 2044903 Client DEMCON Q DEMONSTRATION COMPANY Owner Ref TIT Goods TEST Supplier Information Supplier ABC Q ABC TEST Origin CN Q Preference NML Invoice Information Invoice No TB1234 Q Invoice Ref Invoice Date Valuation Method DAT Q DELIVERED AT TERMINAL Currency AUD Invoice Amount Difference Entered Amount Cost Uptif a Invoice Quantity Must be Eq ua Entered Quantity Freight Included in Line 0 00 Insurance Included in Line Plus 0 00 Minus 0 00 Additional Information Unclassified Items Yes y Unspecified Quantities Yes Missing Permits Yes Downloaded Unspecified Dumping Values No 2 of 176267 Please Note If you access this via the Customs Clearance Menu then you will need to input the Job N
11. is no existing relationship in Expedient between the client and the supplier use the C All button to list all suppliers regardless of client Selecting a supplier from the search all list will create new relationship between the selected supplier and the client Cust Ref This is the Consignee s Reference information Optional Blank Job Class This is the job class of the shipment Select the drop down Optional Blank selections If a Job Class does not exist and you require a new one to be added then please contact your manager or GMA Support Vessel This field cannot be entered for Sea job types N A N A Airline This is the Airline code Type in the 2 character airline Optional Blank code or use AL to zoom on the Airline Codes Masterfile Vessel Name This is the vessel name Type in the vessel name or use Optional NZ Customs al to zoom on the NZ Customs Craft Names Craft Names Lloyds This field cannot be entered for Sea job types N A N A Voy ID This is the voyage ID of the vessel and its current voyage Optional Vessels Master File This is the flight number Type in the flight number or use Optional NZ Customs to zoom on the NZ Customs Craft Names Selecting a Craft Names flight number from the NZ Customs Craft Names will populate the Airline field with the first two characters of the flight number Tranship This is a description of the Transhipment vessel Optional Blank Load Port This is the Port of Loadi
12. 3 Invoice record s Select the Shipment reference for the batch of Supplier Invoices you want to associate with the Job and OK Select one or many batches for the job Load Suppliers Invoices EXPEDIENT DEVTEST File View Options GMA Maint Help E X 4 a a4 Add Update Delete Find Browse Previous Next Load Invoices Job Number 2051883 Posted No Doc No Number of Invoices sHIPMENTI SHIPMENT 2 Mew Document To attach the batches of Supplier Invoices to the job go to Options and Load Invoice or use the toolbar button Load Invoices You will be advised if the load was successful or if invoices within the batch that you have attached have already been posted and cannot be loaded to the job Once successfully loaded you can view the Supplier Invoices in the Supplier Invoice screen A new column showing the Shipment number has been added to the Downloaded Invoice list visible when is selected in the Invoice Number field in the Supplier Invoice screen 82 A Downloaded Invoices Invoice No Load Date No Line Invoice Amt Reference 00085250 10 04 2012 2 3489 00 NBFRE1230018 SHIPMENT1 00085352 10 04 2012 8232 20 NBMEL1230155 SHIPMENT1 00085354 10 04 2012 4074 00 NBMEL1230155 SHIPMENT1 0011208 10 04 2012 9368 40 QDBNE1220041 SHIPMENT1 00354834 10 04 2012 26448 27 SHBNE1230015 SHIPMENT2 00613278 10 04 2012 39232 00 QDBNE1230019 SHIPMENT2 01781 10 04 2012 23510 00 NBBNE1220107 SHIPMENT2 01783 10 04 201
13. 4 Carrier Movement Advice The Carrier Movement Advice document can be sent from the consol level and include multiple jobs from that consol When you select Notifications gt Carrier Movement Advice you are able to enter the Depot amp Transport details amp also select the jobs from the consol that will move together between depots By unselecting jobs in the print column will remove the jobs that are listed in the Carrier Movement Advice document when the document is generated Events are logged at the consol level when this document is produced The consol event will also list any email addresses the document was sent to 2 Carrier Movement Advice s a a Carrier Movement Advice Information Move From ABC Depot By BB Transport To Depot XYZ Depot Additional Information Notes Notes Report Criteria Consol No House Bill Dept Broker Destination Port Print 3721135 1234569999 SIS WWORLIN MELBOURNE 3721135 99992111100 VIS MILDUN MELBOURNE 3721135 999999 VIS MILDUN MELBOURNE 3721135 ORDMEL6666666 VIS 12725 MELBOURNE 3721135 ORDMEL6666666AA VIS DEMCON MELBOURNE 3721135 ORDMEL77777777 VIS 12725 MELBOURNE 3 a aji F e Report Progress Cancel 57 5 Transhipment Notification Sea Only When sending the Transhipment Notification at consol level through Notifications gt Transhipment Notification the screen will pop up showing all jobs attached to that consol The Transhipment Notification document will al
14. BILL OF LADING HOUSE BILL OF LADING LOAD PORT LOAD DATE DISCHARGE PORT DATE FINAL DE STINATION ARRIVAL DATE MELBOURNE 01 10 2013 SYDNEY 05082014 MARKS amp NOS PKGS DESCRIPTION OF GOODS GR WGHT MEAS ORIGINAL REQUIRED Please note Charges that are printed come from the Charges Screen within the Job Registration and must be a Forwarding Charge This charge type is set in the General Ledger Code If a charge exists that is incorrect see your manager who can change this 55 Documents that can be generated amp sent from the consol are e Pre Alert e ETA Change Notification e Arrival Notice e Carrier Movement Advice e Transhipment Notification Sea Only e Customs Container X ray Notification Sea Only e Original Bill Lodgement Sea only e Container Manifest Sea Only Below is the screen that you will see when generating notifications from the consol Import Pre Alert Advice 3721135 Consol Information Selections Consol No House Bill Job Number Department Recipient Code 3721135 ORDMEL6666666 3046237 VIS MELIMP 3721135 ORDMEL 77777777 31046238 VIS MELIMP 3721135 ORDMEL6666666AA 3046239 VIS MELIMP 3721135 99992111100 3046247 VIS SHAIM 3 re com au 3721135 999999 3046248 VIS MELIMP shaunp expedientsoftware com au 3721135 1234569999 5014962 SIS DEMCON Additional Information Notes Email Progress E mail Document Distribution Group Import Notifications Auto Save to Do Not Save Job Docs
15. Costing folder Landed Costing or Legacy Single Supplier Costing Single Suppliers Currencies By clicking the button or typing A will place the cursor in the input screen in Add Mode See below i wa Landed Costing NZ MASTER TEMPLATE SYSTEM File View Options GMA Maint Help ow 2 a FA J b m amp Update Delete Find Browse Previous Next Modify Exc Rates Costing Summary Costing to Excel Add LANDED COSTINGS Details Client DEMCON DEMONSTRATION COMPANY Job No 2045251 AIS Extn Code Unit Cost Uplift 10 00 DUTY DETAILS LANDING CHARGES VFD NZD 22 97 O seas Freight A Courier Port Charges a Cartage Delivery Order 0 ITF Currency NZD al Customs Entry a Other Inv Adj 0 00 EDI Fee Exch Rate 1 000000 Additional Line NZD Value 107 54 Forestry VALUE WEIGHT VOLUME Duty Paid 1891 33 Line Total Line Total 3000 0000 Duty Calc 0 26 Cost Uplift 0 00 LineCalc 5 0000 Levy Paid 0 89 Line Calc 0 Difference 4995 0000 Levy Calc 1850 70 Inv Freight Difference 1 26 Difference No Lines 1 of 9 Field Name Description Validation Default Client This is the Client Code and Name This is a no entry and is N A From Job for display purposes only Registration 110 QB Expedient Field Name Description Validation Default Job No This is the Job Number This will automatically populate if Mandatory From Job you can entered this screen via the Job Registration This Registration
16. Line tab Unclassified This indicates if there are parts in the invoice that System Items have not been classified or have TLFs that are no Generated longer valid Unspecified This indicates if there are parts in the invoice that System Quantities have no customs quantities entered Generated Missing Permits Is your site requires this ability Expedient can check System and advise if there are any parts in the Supplier Generated Invoice that require an Import Permit and no Permit Information is included in the Supplier Invoice If you would like this check please contact Expedient Software Unspecified This indicates if there are parts in the invoice that System Dumping Values have no customs dumping values entered Generated Downloaded This represents whether the Supplier Invoice was N A Blank downloaded via email or using the load file button Details Tab 2 Supplier s Invoice NZ MASTER TEMPLATE SYSTEM File View Options Reports Reset Options GMA Maint Help a El E wa g EA l E E Add Update Delete Find Browse Previous Next Classify Customs Quantities Customs Dumping Values Customs Entry Summary Lines 10 Part Information Toggle Column Entry Inv QTY 186 00 Inv AMT 1055 00 6 General Edit F6 6 P O Edit F7 Customs Quantity F8 Ent QTY 186 00 Ent AMT 1055 00 Line Information Part No Inv Quantity Customs Qty Customs UQ Supp Customs Qty Supp Customs UQ Unit Price Amo
17. Marks and The marks and numbers used to identify the cargo notthe Optional Blank Numbers consignee 12 expedient Field Name Description Validation Default Lodgment Date This is the Date of Lodgement This is a no entry field used N A Customs for display purposes only This date is populated when a Entry user lodges this job within the Nature 10 20 screen screen Date of This is the Date of Clearance This is a no entry field used N A Customs Clearance for display purposes only This date is populated when Entry Customs send back the Clearance Date as a result of the screen Nature 10 20 lodgement Del Docket This is the date in which the first delivery docket was N A Printing a Printed printed This is a no entry field used for display purposes delivery only See Printing Delivery Docket section in this docket document Depot Date This is the Date available from the Depot This is updated Optional Blank in this screen by users Delivery Date This is the Date in which delivery has taken place This is Optional Blank updated in this screen by users Date Owner EFT This is the Date the EFT was processed for Duty payable to Optional Blank Customs This is a no entry field and used for display purposes only Date Duty Paid This is the actual date the duty was paid to Customs Thisis Optional Blank a no entry field and used for display purposes only EDI Manifest This field will appear if the EDI Manifest module is used N A
18. No Mark Up Indicator set to YES in the Chart of Accounts Masterfile in the General Ledger Menu This is the amount of GST This is a no entry field and for display purposes only This is the Total Line amount Prepare Invoice Once you are happy with the charges currencies and exchange variances where applicable you now can prepare the Invoice Click on the Number Expedient VEL ELOLA N A Default Blank Local Amount if No Mark Up YES Amount Amount GST Amount if applicable button to create an Invoice and corresponding Invoice Please Note This is not recommended if more that 1 invoice is to be created and sent to the customer Once this has been done you will receive the following message E SYSTEM MESSAGE Invoice Preparation Successful 3 Invoice No Is 990021 QB Expedient Invoice Screen View Invoice Once you have created the Invoice Number then you can view the invoice order to modify or print it This screen can also be accessed via Main Menu Debtors Input Invoices Posted Invoices To see what charges if any have already been billed for this job users can click on the El Posted Invoices ee 126
19. O ya j Permit gt O O hxa Other 7 O O hya E Customs Checked O O ia 0 All Docs Rec d Ol All Docs Rec d Date pya Cancel Enter changes into form OVR Based off the above information the Missing Documents Notification prints any Document that has a required Tick and does not have a Rec d Tick and does not have an All Docs Rec d tick See below for a printed copy of the Missing Documents Notification 48 EXPEDIENT SOFTWARE GST No 96 128 000 SUITE 102 AFCAB BUILDING To DEMONSTRATION COMPANY TULLAMARINE VIC 3045 From SCOTT CRAVEN EXp edient PH 03 9338 9933 Date 03 July 2012 software FAX 03 9338 9636 Missing Documents Advice We are unable to complete the customs clearance of your shipment because we do not have all the necessary documents Your urgent attention in supplying these documents will avoid delays and unnecessary storage charges OUR REF 2044905 SUPPLIER BLAKE INDUSTRIES YOUR REF SDLFKJDSF MASTER BILL SFDLAKJDSALFJ HOUSE BILL DFLAJSDF PORT OF LOADING SYDNEY PORT OF DESTINATION AUCKLAND VESSEL ACX DIAMOND 1138 ETA DATE 01 02 2012 PACKAGES 9 WEIGHT 99 00 KG MEASURE 89 00 M3 GOODS DFOKJ NOT RECEIVED Treatment Cert If you have any questions regarding this notification please contact your local representative Deleting a Job This is not a function that users can perform 49 Expedient Container Management System CMS Delivery and Returns The belo
20. P O Edit F7 Button See below This is the value advised by NZ Customs and cannot be manually updated This column can be updated using the General Edit Button This column is hidden by default This column is calculated automatically after entry of the Cost Uplift value if this is provided This column can be updated using the General Edit Button This column is hidden by default This number identifies which Entry submission the invoice line was part of This column is hidden by default This number identifies which line in the Customs Entry the Supplier Invoice line is associated with This column is hidden by default This column shows how the Codes information for the invoice line is generated This column is hidden by default This table shows the Codes Information associated with the Part and the TLF in the Supplier Invoice Line The Codes Information is an amalgamation of the Codes information held at Part and or TLF level depending on the site configuration for storing Codes plus any additional Codes held for the Invoice Line The information can be add edited and deleted against the invoice line For example if the Part in the Parts Masterfile does not have a Permit but it is required for this invoice the Permit information can be added against the invoice line in this screen when the part line is highlighted Expedient Validation Default From NZ Customs Parts Masterfile or Supplier Masterfile
21. PEO BD Cc MO MOZOS ZN a ETT e Codes Duty MT 9 000 KGM Q TLF ABARS al 2 1 Q 7228300019D 0 8200 Curr USD Q Rate Desc ALLOY BARS HOT ROLLED ZA AZ NML Codes al Duty 0 0000 10 000 KGM Q TLF ABARS al 0 9300 3 1 Q 7228300019D Curr AUD Q Rate Desc ALLOY BARS HOT ROLLED ZA GR No gt Codes al Duty NML 0 0000 Q Curr a Desc Ly Codes gt al Codes a Field Name Description Validation Default Entry Lines This indicates how the Customs been consolidated Entry has The eight digit tariff classification applicable to the goods being entered This is the Quantity of the Parts on the Supplier Invoice This value is used to Calculate the Levy payable if required by Customs This is the Unit Quantity of the Quantity for Customs purposes This is the Supplementary Quantity of the Parts on the Supplier Invoice This Code is used to indicate that there are additional Levies required to be paid for the commodity 95 N A System Generated TLF Masterfile from Part Mandatory Conditional Supplier Invoice Conditional Supplier Invoice Optional Supplier Invoice Field Name Description Validation Default This is the Supplementary Unit Quantity of the Conditional Supplier Supplementary Quantity for Customs purposes Invoice This is the Price of the Parts on the Suppl
22. Parts Masterfile or Supplier Masterfile Generated on creation of entry System Generated System Generated Unique Codes Information from the Part and or TLF depending on the site configuration for storing Codes Information Action Buttons Customs Entry Directs the user to the Customs Entry Screen Docs This allows the user to attach supporting documents that relate to the Supplier s Invoice 70 QB Expedient Entering Customs Quantities Once you have saved the Supplier Invoice if you have added parts whereby the Classification requires extra measurements added to the Parts for example Kilograms Square Metres add the El details using the Customs Quantities toolbar button in the Supplier Invoice screen Clicking on this button will search the TLF and if it doesn t require a number or blank then it will allow you to enter the quantities The screen will list all the parts in the Supplier Invoice that requires additional Customs Quantities a R 2 Customs Quantities 6 xs Customs Quantities I Line Part No Quantity Factor Quantity Amount Stat Stat Quantity Supp Supp Quantity 1 BENZ 100 00 1000 000 LPA jie LTR 1 00 2 BENZ1 50 00 50 000 LPA 50 00 LTR 50 00 3 MILU 50 0000 10 00 0 000 CEN 1000 00 4 PART TEST 12 00 2 000 NMB 12 00 Y 5 WALLET 12 00 1 000 NMB 12 00 6 ANDROID 1 00 1 000 NMB 1 00 7 BETA 0 00 0 000 NMB 0 00 8 CUPCAKE 1 00 1 000 NMB 1 00 C
23. Supplier Invoice and Create amp Lodge Customs Entries Users can also prepare charges and create a Debtors Invoice only applicable for Accounting Module Customers Expedient Job Registration Screen Command Keys Most toolbar buttons can be accessed by a Keyboard Short Cut See below for Short Cut Commands Q FA 4 gt R g a g g g 8 p g LY Add Update Delete Find Browse Previous Next ContSearch Job Notes Job Sheet Supp Inv Customs Entry ECI Entry Docket Docs Charges Milestones Shortcut Key Customs Entry Ly Milestones Ctrl Tab Job Details Container Details e gt Creating a Job When it is time for you to create a customs shipment from the Main Menu select Customs Clearance Tariff Class Job Registration function or By clicking the button or typing A will place the cursor in the input screen in Add Mode See below File Views Options Link 2 Customs Job Registration NZ MASTER TEMPLATE SYSTEM Notifications Job Financials GMA Opt GMA Maint Help lt gt El E E 2 CP El Ww X ez is oS E Add Update Delete Find Browse Previous Next ContSearch Events Job Notes Job Sheet Supp Inv ECI Entry Customs Entry Docket Doc s Charges Milestones Job Details Supplier Details Container Details 0 Marks and Numbers Various Information Delivery Details EDI Additional References Job Type QQ House Bill Dept I
24. System Received Date This is the date and time the job details where received in Generated a manifest from the Overseas Agent Landed Cost This indicates whether the client requires a Landed Optional Customer Costing This is populated from the Customer Masterfile Masterfile Land Cost indicator in the Importer tab Sales Person This is the person responsible for the sales account with Optional Customer this client This is automatically populated from the Masterfile Customer Masterfile Debtor tab Use al to search for a difference Sales Person Field 1 This is available to store information relevant to this client Optional Blank and can be used in User Defined Auto Reports Field 2 This is available to store information relevant to this client Optional Blank and can be used in User Defined Auto Reports Field 3 This is available to store information relevant to this client Optional Blank and can be used in User Defined Auto Reports Delivery Details Tab used for Delivery Docket Print information Deliver To This is the Delivery Code of the Shipment This information Optional Customer is automatically populated in Add Mode The data based Masterfile off the Clients Delivery Addresses found in the Customer Master File under the Administration Menu This screen 13 expedient Field Name Description Validation Default can hold multiple addresses Ensure that one address is set as default The AQIS classification for the deli
25. a a Add Update Delete Find Browse Previous Next Classify Customs Quantities Customs Dumping Values Summary Lines 0 EDI Supplier Invoice References Job Information Reference No HELTESTI1O312 9 Client DEVTEST NZ Client AIMOD Supplier Information Supplier UOC AQ LUOYANG CITY ANZHIJIU TRADING Origin CN Q Preference CN Invoice Information Invoice No Invoice Ref REF1 Invoice Date 11 03 2015 Valuation Method AW Q EX WORKS YARD Currency USD 0 7400 Invoice Amount 10 00 Difference Entered Amount 0 00 Cost Uplift Invoice Qty 10 00 Entered Qty 0 00 0 00 Insurance Included in Line z 0 00 0 0000 Plus 0 00 Minus 0 00 Additional Information Unclassified Items Unspecified Quantities Missing Permits Downloaded E Unspecified Dumping Values Dncluded in Line E xtra Amount S eperate to Lines But In Total Enter new document into form Once a job is created for the relevant customer it is then possible to perform a zoom on the Invoice Number field in the Supplier Invoice Screen to look up the Pre Job Supplier Invoice Load File Feature You are able to load a CSV file or a text file from your desktop directly into the Pre Job Supplier s Invoice screen and Supplier s Invoice screen as long as the data conforms to the required format selected in the Suppliers Invoice Load screen The format for the CSV file is configured in this screen Select a pre existing template
26. activated by a GMA staff Member Bill Type This is the Bill of Lading Type See below for options Mandatory Copy if the Consol was generated by EDI otherwise Blank Job Class This is the Class of Shipment See below for options Mandatory Blank Information in this field will default to the same value when adding a job from the consol screen Master Bill This is the master bill number Mandatory Blank O S Agent This is the O S Agent that is exporting the consolidation Mandatory Blank Please note if the pop up notes configuration has been set up in the Customer Masterfile and there is information in the notes screen then the notes will pop up automatically Agent Ref This is the O S Agent s Reference Optional Blank Shipping Co This is the Shipping Company Optional Blank 52 QB expedient Field Name Description Validation Default Master Curr This is the Master Currency of the Bill Mandatory Blank Rate This is the Bank Rate of the OS Currency Mandatory Blank Principal s Agent This is the Customs ID for the Shipping Line This is sentto Mandatory Customer ID Customs for Cargo Reporting Purposes Masterfile for the Shipping Line Frt P C Identify if the Freight is Prepaid at Origin or Collect at Mandatory PREPAID Destination Co Loader If the shipment is being co loaded by another forwarder Optional Blank Sub Master This is the Sub Master Bill Optional Blank Vessel Code This is the Vessel Code of the Vessel Optiona
27. added a Supplier Invoice whilst adding the Customs Entry click on the Repost button This will perform another search See button This is the Nature Type This automatically sets a value based Mandatory Job on the Job Number that is selected You can also click on the Registration _ to display the following Nature Types DESCRIPTION REALLY IMPORT 10 REALLY 10 GST ON FREIGHT ONLY IMPORT SIMPLIFIED SIMPLIFIED GST FREE ECI IMPORT EXCISE EXPORT DRAWBACK COMPLETION ENTRY ECI TEMPORARY SIGHT PERIODIC 92 Supplier Code Supplier Supplier Code QB expedient Description Validation Default After the Nature Type has been selected A Pop Up Message Mandatory Consolidate displays see below d E INVOICE LOAD OPTIONS 2 Select Entry Type Consolidated Not Consolidated Consolidated Selecting this groups the like TLF s Origin and Preference onto a single line on the Customs Entry Non Consolidated Selecting this keeps each line separated on the Customs Entry This is the ABN CCID of the Customer that you have clearing Mandatory Customer the goods for Masterfile Please Note If the ABN CCID is not recognised by Customs Australia then the Entry will not be able to be lodged from Expedient This is the Supplier that is supplying the goods on the Mandatory Blank shipment that need to be cleared You can click on the A to display a list of Suppliers for that Customer The Supplier s Ma
28. document to yourself If both send amp send to self are unticked the document will not send Where no personnel are set up in the customers masterfile the document will default to send to you Events will be logged on the consol and job level The job event will also list any email addresses that the document was sent to 7 Original Bill Lodgement Sea only The Original Bill Lodgement Document can accompany your Original Bill of lading when you are lodging this with the carrier The document is available from the consol toolbar through Print gt Print Original Bill Lodgement 8 Container Manifest Sea Only The Container Manifest document can be used if you have multiple containers on a consol but you wish to print a manifest for only one container When generating the container manifest document from the consol level through Print gt Print Container Manifest you will be prompted to select the container s that you want to include in the manifest Use Toggle All to unselect all containers amp then select the container s that you wish to print the manifest for Events are logged at the consol level when this document is produced The consol event will also list any email addresses that the document was sent to 9 EBACCA This option is available for FAK and AIR Consols only This will option will present the user with the Electronic BACC Application screen The MPI Account Name will be the Users Branch The Exp
29. each time the record is Saved The following message will be shown Do you wish to post this job event now If YES then the record will be Posted and the Posted field will show YES along with the Posted Date Posted Time and Posted By fields being populated If NO then the record will be Saved but NOT Posted and the Posted field will show NO 47 Missing Documents Notifications The Missing Documents Notification draws information from the Documents Screen which is accessible from the Options menu in the Job Registration screen The below screen allows users to input what documents are Required and Received i M Document Screen EXPEDIENT DEVELOPMENT o x File View GMA Maint Help L i A P Add Update Delete Find Browse Previous Next Document Screen Job No 5000927 Required Rec d Comments User j Copy Bill helens Original Bill O Express Bill O LJ hia 1 Way Bill O El hia Supplier Inv O ha Packing Dec 16 09 2015 4 helens E 4 Treatment Cert O Ol hia E 4 Free Trade Cert O Ol uya E 4 Pref Dec O Ol uya p J Manufact Dec El O RE 4 J Sup Pack List O 0O ia E J Arrival Notice O O hia E Charges Notice O 0O DO OS ia T ship Notice O
30. exact match and populate the Customs Rates As per the below screen shot there are 3 charges the first one AA is a straight profit item 4000 series numbers hence the Expected Cost is 0 The other 2 lines display the same amounts in Local Amount and Expected Cost This is up to the user to update the correct Expected Cost wl Charges a ES EE Charges Job Currencies Actions Bill To DEMCON Q Forw Charges Not Req d Q All Charges e Toggle Charges Job No 3001555 Cust Charges Created Q E Prepare Charges 4 Prepare Invoicing House Exchange Var i Q E Invoice Screen Ez Invoice Notes E Posted Invoices Final Invoice Description FXInv Type PP COLL Curr FXC Amount LocalAmt AUD GST Amount Exp Cost AUD Profit Uptake Total Amount AGENCY AND Fe cu Collect AUD 0 00 100 00 10 00 0 00 0 00 110 00 CUSTOMS OFF m cu Collect AUD 0 00 56 00 5 60 56 00 0 00 61 60 CARTAGE CU Collect AUD 0 00 10 00 1 00 10 00 0 00 11 00 AUD Sub 16 60 Tot 182 60 Profit FXC Sub 0 00 Tot 0 00 Update Exit AUTO RATING WITHOUT EXACT MATCH If a user does not have an exact Ratings match but wishes to use a Generic rate that has been set up then it is possible to perform a search of the Rates Masterfile et a E AAA RR A A lela 23 Charges Job Currencies Actions Bill To DEMCON Q Forw Charges Req d but Not Created USD Q 0 9000 All Charge e Toggle Charges Job
31. field NOTE You cannot UPDATE or DELETE a Posted Entry Posted Date The Date the record was Posted System Read Only field Generated 46 Field Name Description Validation Default Posted Time The Time the record was Posted System N A Read Only field Generated Posted By The UserID that Posted the record System N A Read Only field Generated Job Number Details Group Job Number Manually enter the Job Number that you want to Mandatory Blank apply the Event Type too NOTE You can amend the Job Numbers added via the Insert Append and Delete buttons shown at the foot of the screen NOTE Once the record has been saved you can double click on the row and it will direct the user to the Job No selected Client Code Auto populated when the Job Number is entered Mandatory Retrieved Read Only field from associated Job Client Name Auto populated when the Job Number is entered Mandatory Retrieved Read Only field from associated Job Action Buttons Post Job When this button is selected it will then apply the Event Event to the Job Numbers listed in the Job Number Details Group It will change the indicator in the Posted Field from No to Yes The record will still exist in this screen as a view only The user can view the Entry added via the View Add Events window in the Import Job screen NOTE You cannot UPDATE or DELETE a Posted Entry OK Button When the OK button is selected you have the option to Post the entry
32. field is followed by the Department Code for the Job or Blank if from Menu Extn Code This field will appear if your site using External Codes This N A From Job field will show the External Code for the Client Registration Unit Cost Uplift This is the Unit Cost Uplift percentage to be applied to the Optional Blank Landed Costing This is the Value for Duty Optional From the Customs Entry Currency This is the Currency on the Supplier Invoice Optional From the Supplier Invoice Inv Adj This is the percentage invoice adjustment Optional Blank Exch Rate This is the Exchange Rate at the time of the Supplier Optional From the Invoice Supplier Invoice SNZD Value This is the New Zealand Dollar Value Optional From the Supplier Invoice Duty Paid This is the amount of Duty Paid on the Customs Entry Optional From the Customs Entry Duty Calc This is the amount of Duty Calculated on the Customs Optional From the Entry Customs Entry Levy Paid This is the amount of Levy Paid for the Landed Costing Optional From the This value can be updated Customs Entry Levy Calc This the value of the Levy from the Customs Entry From the Customs Entry Difference Duty Calc minus Duty Paid N A System Generated 111 expedient Field Name Description Validation Default Landing Enter the Landing Charges as you wish them to appearon Optional Blank Charges the Landed Costing Charges Include O seas Freight Port Chgs IDF Delivery Or
33. for the load file or create a new template The templates must include all the mandatory columns which are indicated with a in the name 61 The columns can be in any order eee Upplier Invoice Load Supplier Invoice Load File Location Column Field Mapping File contains column headings a Field Invoice No Part No Inv Quantity Amount Currency P O Number Country Preference Column 1 A 2 B 3 C 4 D 5 E 6 F 7 G 8 H Mandatory Fields Templates DEFAULT NEW TEMPLATE NAME Delete Save Load Progress Import Log Start Import Browse Stop Import View Details 4 Tells the program to ignore the column headings within the file File User the Browse button to locate the file in your system Location Column Field Templates from the pull down list This is the information contained in the column Select a This indicates where the column is found in the file Select column from the pull down list indicates that the column must be included in the file template This is the list of available templates If you want to set up Mandatory Blank Mandatory Blank Mandatory Blank Mandatory Default a new template enter the name of the new template in the field below and Save Use to remove unwanted templates You can then browse to the required CSV file and click on the button T
34. indicates whether the charge is for Customs of Forwarding N A Blank PP Coll Indication whether the charge is Prepaid Collect N A Job Registration This is the Currency in which you wish to enter the Amount for N A This is only available if the Chart of Accounts Masterfile has FXC Indicator Yes The chart of Accounts Masterfile is found in Menu General Ledger Chart of Accounts FXC This is the Foreign Currency Amount This is available if you have Amount selected a Foreign Currency Code in the above field PiPlease Note If you enter a FXC Amount in and do not check the FXC Indicator the invoice created will be in AUD Local This is the Local Currency Amount Amount 124 Field Name Description Exp Cost GST Amount Total Amount The Expected cost of the Creditors charge amount This is optional and is configurable at the company level Contact GMA Support if you want this added removed This allows users input the expected cost and when the invoice is posted the profit will be taken up automatically If this value matches with the creditor s invoice then the job will not appear in the Work in Progress report If it doesn t match then the job will appear on the Work in Progress Report in which case users will need to apply a further job journal to re adjust the cost See General Ledger Module Job Journal Manual for further information Please Note This is a no entry field for Account Codes that have a
35. masterfile the document will default to send to you Events will be logged on the consol and job level The job event will also list any email addresses that the document was sent to 56 QB expedient 3 Arrival Notice Notification When sending the Arrival Notice notification at consol level through Notifications gt Arrival Notice the screen will pop up showing all jobs attached to that consol The Arrival Notice document will always go to the broker personnel set up to receive import notifications or all documents unless the broker is your own company then the document will default to be sent to the consignee personnel set up to receive import notifications or all documents You have the option to change the broker code to the consignee code in this screen if you wish to send the arrival notice to the consignee instead of the broker or untick the send columns amp tick the send to self column to only send the document to yourself If both send amp send to self is unticked the document will not send Where no personnel are set up in the customers masterfile the document will default to send to you You have the option in this screen to change the Print Charges to Yes if you want the Arrival Notice to show any listed Freight Forwarding charges from the charges screen in the job Events will be logged on the consol and job level The job event will also list any email addresses that the document was sent to
36. must be set to Active in the Customer Masterfile to create a job If Business Units exist against the Cust Code then the Business Units field will be shown The Zoom attached to this field directs the user to the list of Business Units that have been added to the Customer Code This is a secondary reference for this job in your global system This may not be relevant at your site and the field may be hidden You can update this field if your site permits it This field will only appear if the Customer has been set up as an Interstate Agent in the Customer Masterfile e the Customer is acting as an agent for their customers to perform the Customs Clearance Select the Customer s customer You can perform a lookup on the field by clicking al Validation Mandatory Conditional Optional Optional Default Blank Blank System Generated Blank Field Name Description Validation Default Supplier This is the Supplier of the goods being shipped This is Mandatory Blank linked to the consignee You can perform a lookup on this field by clicking A Or you can perform a quick one letter search by typing in the first letter of the Supplier e g D lt tab gt will display the look up screen with all supplier s starting with the letter D The Supplier Masterfile can be access to view or update information using the View Update Suppliers Masterfile button If the supplier you want is not listed because there
37. that the column must be included in the file template Templates This is the list of available templates If you want to set up a Mandatory Default new template enter the name of the new template in the field below and Save Use to remove unwanted templates You can then browse to the required CSV file and click on the button The file will then be read into the screen line by line If the program detects an error you will get a message explaining the problem however no further lines of the file will be processed after this error i e there are 10 invoice lines in the file but the system detects a problem on line 5 only the first 4 lines will be loaded If errors are detected you will probably want to cancel the invoice you are adding fix the errors in the file and then start the load process again 80 QB expedient View Details to see more in depth The Import Log will display a summary of the details loaded Use information RULES The Country of Origin if provided must be in two digit ISO format i e CN for China PREFERENCE if provided must be the same codes as used by New Zealand Customs e The file must contain one invoice line per file line e Quantity and Amount fields must contain only numbers or decimal point no dollar signs e Each Invoice line must be in the same currency e Case is not important the system will convert all values to Upper Case Load Supplier Invoices by Shipment This option
38. the Container Mandatory N A Container Number that has been attached to the Import Export Jobs Details When this method is selected it will show the details in the Container Details Group NOTE If Air Import or Air Export has been selected then this Load Method is not applicable Manual Entry This allows the user to add the Job Numbers manually inthe Mandatory N A Job Number Details Group NOTE The Job Type and Job Mode are not applicable for this Load Method 20 Expedient Field Name Description Validation Default Transport Details Group ONLY looks at data in the last 180days ALL fields in this Group MUST be populated for the Job Numbers to be retrieved loaded that match the criteria entered If there are Job Numbers where these fields are blank then they will not be shown NOTE Once the Job Numbers are retrieved the system still allows you to manually add Job Numbers of any Job Type amp Job Mode Vessel Airline The Vessel or Airline field will be shown depending on the Mandatory Blank Job Type selected Vessel Vessel Code field from the Sea Import Export Job Screen Airline Airline Code 1 Airline fields from the Air Import Export Job Screen NOTE The condition of the Vessel Code field depends if Customs Module is turned on or off Vessel Code field looks at VESSEL CODE ZOOM Vessel Description field looks at CRAFT ZOOM Voyage ID The Voyage ID or Flight No field will be shown depending on Mandatory Blank
39. the appropriate Document Distribution Group Refer to the Administration User Manual for guidance on setting up the Importer Tab in the Customer Masterfile for the Client and the Personnel contacts to receive the emails AUTOFORWARD DOCUMENTS When the Customs Entry Number from Customs is received by Expedient or when the Delivery Order arrives the system can automatically forward the document to an external system Please refer to the Administration User Manual for further information PRINT COMMS REPORT This option allows users to print the Customs Communications report This report shows all the Communication transactions from Customs 11 07 12 Customs Responses 122339250 AKL LOGISTICS N Z LTD Page 1 PDL INDUSTRIES LIMITED Entry No 97140955 Job No 800436 001 Entry Status 819 Document Type 932 Customs Delivery Order Given Response is Delivery Order Herewith method of payment as specified 4 LOOSE PACKAGE S OR ITEM S Method Of Payment Client Deferred Account 109 QB expedient Creating a Landed Costing After you have created a Supplier Invoice and job and preferably prepared charges users can create and print a Landed Costing Users have the option of creating a Multiple Currency Supplier Landed Costing or a Single Supplier Currency Landed Costing This can be performed in the Options More Options Landed Costing in the Job Registration Screen or from the Customs Clearance Main Menu Landed
40. when entering Module Active All Charges invoice to Previous customer Invoice ut Charges a Su ak Costs Paid Charges Actions Qut Bill To DEMCON Q Forw Charges Created All Charges e Toggle Charges Job No 3000758 Cust Charges Created Q L Prepare Charges L Prepare Invoicing House SFLASDIF Exchange Var 3 00 Q Invoice Screen E Invoice Notes Posted Invoices a Final Invoice LATEST INVOICE DISB INV 185422 Inv Date 23 05 2011 User gavinm Status POSTED No Invoices 2 code Description EXC iE PP COLL 5 EXC Amount Local Amt AUD GST Amount Exp Cost AUD Profit Uptake Total Amount ICA 2700 CARTAGE CU Collect AUD 0 00 150 00 15 00 0 00 150 00 165 00 CB 2311 CAF BAF O FF Collect AUD 0 00 250 00 0 00 120 00 130 00 250 00 AA 4001 AGENCY AND ATTENDANCE A cu Collect AUD 0 00 789 00 78 90 0 00 0 00 867 90 DO 2430 DELIVERY ORDER FEE rl FF Collect AUD 0 00 688 00 68 80 500 00 188 00 756 80 LO 2510 LIFT ON LIFT OFF CU Collect AUD 0 00 555 00 55 50 555 00 0 00 610 50 0 20 Profit 468 00 AUD Sub FXC Sub GST 218 20 Tot 0 00 Tot Update Exit Tick if wanting to invoice in Foreign Can only be Based on USD Optional Profit modified if charge Exchange Rate Take up at time of code has FXC and Exchange Billing Unable to indicator set to YES Variance of 1 be modified for in General Ledger Only applicable Charge Codes set Chart of Accounts if invoici
41. 05 09 2011 05 09 2011 05 09 2011 1234 02 09 2011 02 09 2011 12 000 12 000 1 TRLU2000007 FCL 2020 1234 05 09 2011 05 09 2011 YES 2pm 12 000 50 Forwarding Expedient utilises One Job using the same job number reference for both the Customs and Forwarding Service The Job Registration Screen is used for both Customs and Forwarding Functions Creating a Consol From the Main Menu select Sea Air Import Forwarding By clicking the Ltd button or typing A will place the cursor in the input screen in Add Mode Sea Import Consol Registration NZ MASTER TEMPLATE SYSTEM 2 a a E lt gt 8 g a a P Add Update Delete Find Browse Previous Next Job Sheet House Bills Validate All Submit All H Bills Master Underbond Delivery Docket Consol Notes Docs T Sea Import Consol Job amp Agent Information Attachments Consol No 2700241 Department AIS Q Extn Code Date Reg 05 01 2015 exa Docs Bill Type None r Job Class FCL r Master Bill 258666587412 Consol Notes O S Agent A amp TSGSIN Q A amp T FREIGHT MANAGEMENT PTE LT Agent Ref 1 Shipping Co Q Master Curr USD Q Rate 0 844200 Principal Agent ID Q Frt P C PREPAID 4 Co Loader Q Sub Master Shipping amp Package Information Vessel Code ANLBID Q ANLBINDANA Voyage No 123 Origin Port USLAX Q LOS ANGELES Ocean Cut 05 01 2015 bk Disch Port AUSYD QA SYDNEY ETA Disch 05 01 2015 ka 10 00 Destin Port AUMEL Q MELBOURNE ETA Dest 07 01 2015 nya 11 00 Ter
42. 11 12 01 PM Microsoft Office Ex 3 KB A Pictures More gt gt Folders A 2 items Offline status Online Offline availability Not available Documents in the above directory are not viewable by Customers via the Web Portal If there are documents that users wish Customers to view via the Web Portal place all documents in the above public Sub Directory Proof of Delivery Upload Expedient will load pdf Proof of Delivery POD from a designated folder that an external party has sent the documents to Expedient will process the documents according to the filename and send the POD pdf to the Public Documents folder for the relevant job Please contact Expedient Software if you would like to use this facility The filename for the POD pdf file must conform to the following format JobPOD lt order number gt lt containerkey gt _ lt Container Number gt _ lt Expedient Job Number gt _ lt timestamp gt The format for the timestamp must be YYYYMMDDHHMMSS On receipt of the pdf file to the specified folder the system will check that a job exists matching the job number and the container number in the filename If the job number and container number 33 QB Expedient are found the file will be saved to the Public Documents folder for the Job and a POD event is created in the Job for the container If there is problem matching either the job number or container number Expedient will send a message to designated recipients to advi
43. 2 28212 00 NBBNE1220107 SHIPMENT2 Cancel Re Query vo 90 9 0 00 0 Query has found 89 Invoice record s Copy Supplier Invoice This function allows users to copy a Suppliers Invoice from one job to another job no Users can only copy the suppliers invoice to a job for the same Customer code and the invoice number must not already exist against the new job no Auto Invoice Admin This function allows users to maintain contacts for invoices that are automatically imported This option is available in the Sundry folder in Down Load Data Files and in the Administration gt Corporate Interface gt Inbound folder Select the client code and set up the invoice type contact type contact names and email addresses at the contact and within your company These contacts will be automatically sent an email alerts when invoices are imported from the selected company Invoice Downloads EXPEDIENT DEVELOPMENT Xx 4 B amp B 4 gt Add Update Delete Find Browse Previous Next Auto Invoice Admin Client Code DEMCON Q TEST ONLY CUSTOMER Invoice Type Contact Type Contact Name Email Address Both Internal HELENTEST helens expedientsoftware com au Import Internal MICHAEL LUCY michaell expedientsoftware com au Export Client Tania Tania taniab expedientsoftware com au i mm 83 Creating TLF s TLF s are used as short codes storing information such as Tariff
44. 3 Date 03 July 2012 software FAX 03 9338 9636 Customs Vessel Change Advice has been received that this shipment will be arriving on a different vessel Particulars relating to the shipment are listed below OUR REF 2027149 SUPPLIER YOUR REF MASTER BILL HOUSE BILL TESTO VESSEL ACX DIAMOND 01 ETA DATE 31 12 2004 GOODS SAMPLES If you have any questions regarding this notification please contact your local representative 42 Job Financials The Job Financial Screen available from the Job Financials menu allows users to view all financial transactions of a job The screen displays Billing Information Creditors Invoices Direct Cheques and Journal Profit information Once you have selected a Job you will be presented with the following screen See below File View Options GMA Maint Help a BReaSRSES Jobs Job Financial Job Consol 5026361 Department AIS Order No DOR 04 10 2013 Tota Client CHILOG DEVTEST NZ Client CHILOG Supplier SHATRE SHANGHAI TREK LOGISTICS I Work In Progress 1772 31 p rofit O n No Pkgs 153 Profit Goods S TC GST Billed 304 28 the Job Vessel Hight CALI CALIDRIS GST Paid 0 00 Invoice Details Acdt No Acd Code Description Paid Journal Total Costs Billed Balance 2302 PSF PORT SECURITY FEE 4 70 0 00 4 70 90 16 NG 2430 DOF DELIVERY ORDER FEE 16 46 Y 8 54 2651 ADM ADMIN FEE 0 00 N 5 00 2653 PSC PORT SERVICE CHARGE 235 09 1568 11 2654 FOR COMPLIANCE FE
45. 80840680 Line No F L 5023911 10 Q IMPORT NZCRO Q FULTRU Q NZAKL 8920 00 932 819 35388 89 0 00 5574 56 1807 23 Value Container No 00LU3025421 1 Submission Status SEA Entry No Header Codes Yes Entry Date Owner Code 40054937A Supplier Code 959531W Delivery Authority KG Line Total 35388 89 a Suppliers Invoice B Being Submitted 18342078 Version 2 18 07 2014 RIA User petal GST Code Pay Method Deferred Lodge Port NZAKL Controlled Area Additional Information Duty 0 00 Difference 0 00 Levy 0 00 Extra Ins Freight GST 1107 30 Total Ins NZD 0 00 Fee Currency Rate No Invs Total 1107 30 Q 1 NZD Q 1 0000 Cont Type Size Pieces Pack Type PK 91 QB expedient Field Description Validation Default Name Entry Header This is the Job Number This automatically populates if you Mandatory Job have entered this screen via the Job Registration screen If you Registration have accessed this screen via the Customs Clearance Tariff Class Menu then you will need to enter a valid Job Number Once you have input a job number the system will then search for any Supplier Invoices that exist in Menu Customs Clearance CMR Supplier Invoice for that Job Number If found then it will load all of the Invoices for that Job Number even multiple supplier s Please Note All supplier s must have a valid CCID for the Entry Lines to be successfully loaded from The Supplier Invoice If have
46. AAA AAA RIA 108 Auto Email Declaration Deliver Orders dali 109 AUtotO Ward DOCUMEN nd aa 109 PENE COMINO da ata 109 Creatine a Landed COSTNER A A A 110 a A a Po og PEO II eee ee 113 Genere JODE O A A NAAA AAA AS AA ue 113 No OWS OV Det A aaa 114 IN A A 114 Par REDON Sania a EEEE ecrucuaneame sce Vales naceatuena tau toeuaeeaaeacs tac edevacsaacans autaneauiaaracetadaaeen caucuses 115 TARA a td el pe en aI nl ace ates 115 Charges Accounting Modul ODI LAN A AAA 116 Preparnne ANTES AAA AA A 116 Manually Enter Charges serrata a a aaa a a aaa a a a aa aiaia 117 Auto Rating with Exact Match Prepare Charges ssssccccsscssssssseccssscsssesssscsssccsssesssccstecousessssecssccessesssseessccesssssss 118 AUto Rating Without exact Mate 118 A e o o O A 121 A E E ek ea coac carena a eeu ae enema uate Sa a ada GRO Ua oe aaa da aN Oh 125 VIE WETIVO Ca A nae endewe wats saaeaae daa 126 Posted Invoices expedient INTRODUCTION Xpedient software contains the Customs Clearance Tariff Classification and the Import Forwarding Module The Customs Function allows users to register shipments lodge Customs Entries set up TLF manage parts and prepare charges for customers Customs and Forwarding Registration Expedient utilises a job number which is the unique number given to shipments within Expedient This is the first step in creating and lodging Customs Entries From the Job Registration screen users are able to register a Job Create
47. Amount Exp Cost AUD Job Currencies a 0 00 Actions All Charges e Toggle Charges _2 Prepare Charges _2 Prepare Invoicing E Invoice Screen 2 Invoice Notes E Posted Invoices G Final Invoice Profit Profit Uptake Total Amount j 0 00 Actions All Charges Toggle Charges 4 Prepare Charges E2 Prepare Invoicing El Invoice Screen E2 Invoice Notes El Posted Invoices El Final Invoice Code Description CMR 2341 CMR COMP DO 2430 DELIVERY O OS 2520 OVERSEAS S PSS 2322 PEAK SEASO FX Inv Type PP COLL Curr a E FF FF Collect Collect Collect Collect AUD AUD AUD AUD FXC Amount 0 00 0 00 0 00 0 00 Local Amt AUD 0 00 0 00 0 00 0 00 GST Amount Exp Cost AUD Profit Uptake Total Amount 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 AUD Sub FXC Sub Enter Forwarding Bill To lt ZOOM gt 117 expedient AUTO RATING WITH EXACT MATCH PREPARE CHARGES Once the Rates has been set up for Customs Forwarding the Prepare Charges button will pre populate with the same number of charges lines as set up in the Rates Master file and the correct Amount based on the Rates Master file setup for Customs and or Forwarding See below Once the user clicks Prepare Charges Expedient will Check which charges to Auto Rate in this case just Customs then will find an
48. CON Q DEMCON TEST FORWADER Job No House Bill HOUSE BILL Master Bill 081 22335541 Comments TEST COMMENTS FIELD Additional Information Added by petal on 23 10 2015 14 12 28 Printed by petal on 26 10 2015 4 09 54 18 Multiple Job Note Creation This screen is available from the Sundry Module and allows the user to update a Single Note Type against multiple Job Numbers in one action Please see below screenshot for your reference File View Options GMA Maint Help 4 b ES w la X a ro Add Update Delete Find Browse Previous Next Post Job Note Multiple Job Notes Creation Job Note Details Note Type Job Note Posted No Doc No 1 Job Type Sea Y Posted Date nA Created Date 09 01 2015 Wa Job Mode Import r Posted By Load Method for Job Numbers Load by Transport Details Load by Container Details Manual Entry Container Details Container No ABCD1234560 Notes Note TESTING JOB NOTES NZ SEA IMPORT JOBS Job Number Details Job Number Client Code Client Name a 5026554 VSCAHYG DEVTEST NZ Client VSCAHYG 5026555 VSCAHYG DEVTEST NZ Client VSCAHYG 5026557 VSCAHYG DEVTEST NZ Client VSCAHYG 5026558 VSCAHYG DEVTEST NZ Client VSCAHYG 5026587 VSCAHYG DEVTEST NZ Client VSCAHYG 5026593 VSCAHYG DEVTEST NZ Client VSCAHYG 5026598 0412 CLIENT 0412 A o os 19 Expedient Field Name Description Validation Default Job Note Details Group Note Type Select Note Type Accounting Delivery Job Miscellaneous Mandatory B
49. Date screen allows upload of a file containing delivery date time and signatory information This can be used to provide the delivery date for air cargo LCL or FCL or FCX jobs The file must be in the following format with the columns in the order indicated Job Number mandatory Container Number optional Delivery Date mandatory Delivery Time Optional Signatory Optional Sample File 1 3002323 ASDFOOO1001 3 04 2013 12 01 C1 2 3002323 ASDFOOO1002 4 04 2013 C2 3 3002323 ASDF0001003 5 04 2013 14 01 A 3002997 10 04 2013 10 10 C4 5 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 32 QB expedient The details of the file will be uploaded into the Update Delivery Screen and can be further updated here before posting and updating the listed jobs Attaching Documents Expedient allows users to attach any document type including Emails via the Doc s button on the Job Registration Screen e Doc s Once a user clicks on the Doc s button a Windows Explorer window will display and default to the PRIVATE Directory for that Job see below screen shot ola Y 2011 05 VIS 3000766 s Search p Y Organize Views Burn ratas Linke Name Date modified Type Size i L Public 4 05 2011 12 00 PM File Folder FE Documents EN e rpos014_104026 sIk 4 05 20
50. E 0 00 105 20 Totals tal Billed 2028 56 Total B 1772 31 Total Paid This should be zero for billable items Money paid out This is the Journal Paid Journal This is the of your account Amount either amount that was to a 3 party for Profit or Loss for billed to the 3 that Account that account Party 43 QB expedient The Job Financial Screen allows users to view the following additional information Billing Information Invoices Cheque Costs Direct Cheques Creditor Costs Creditor Invoices Journals Notes Deleting a Job This is not a function that users can perform The GMA recommendation is to alter the customer code to DELJOB ensure this code is set up in the Customer Masterfile Add View Client Reference numbers This option allows the addition and update of client reference numbers to a Job This is available from the Options menu in the Job Registration screen e Client Reference Numbers Job No 3001295 Client Reference Numbers Enter reference details al Any client reference numbers entered in this screen can be searched for in next option Find Jobs by Client Reference Number 44 Find Jobs by Client Reference Number Use this option to search by Client Reference Number The client reference must have been added against a job number in the Add View Client Reference Numbers screen ME Select Client Reference No Cust Code Q Reference No Ente
51. ER HEATED CONTAINER ANLWYONG 0575 GITTE MORTENSEN amp BEN HUBBARD SOCRESWELLST CAMPBELL ACT 2612 TEST CARRIER INSTRUCTIONS 3 Devtest Logistics Adelaide 5E 06 CARRIERTEST CONT3 x 20 INTEGRAL REEFER CONTAINER ANLWYONG 0575 GITTE MORTENSEN amp BEN HUBBARD SOCRESWELLST CAMPBELL ACT 2612 TEST CARRIER INSTRUCTIONS 4 Devtest Logistics Adelaide SE O6 CARRIERTEST CONT4 F 20 OPEN SIDED CONTAINER ANLWYONG 057S GITTE MORTENSEN amp BEN HUBBARD SOCRESWELLST CAMPBELL ACT 2612 TEST CARRIER INSTRUCTIONS 5 Devtest Logistics Adelaide SE O6 CARRIERTEST CONTS L 20 INTEGRAL REEFER HEATED CONTAINER ANLWYONG 057S GITTE MORTENSEN amp BEN HUBBARD 50 CRESWELLST CAMPBELL ACT 2612 TEST CARRIER INSTRUCTIONS The CSV report includes container type vessel availability date information the delivery address and Carrier Instructions for each container Sample XLS Format FCL Time Slot Request The Report in XLS format is the same details that are shown in the CSV format It is just a different format J TA Devtest Logistics Pty Ltd ABMIMOTIFTIADA RI Seth Breet Parr Adelie SABHS e Prert 11 14444444 Expedient Smmm FCL Timeslot Notification dob Number 5014787 Date amp Time 03107 20 134 39 CONTAINER WEIGHT DECLARATION The Container Weight Declaration is a document that states the weight of the container and its contents This screen can be accessed via the Notifications Menu It will pre populate the Container Number details that have been added i
52. Flight No the Job Type selected Voyage ID Voy ID Voyage ID fields from the Sea Import Export Job Screen Flight No Flight No 1 Flt No fields from the Air Import Export Job Screen ETA Dest ETD The ETA Dest or ETD 1 field will be shown depending on the Mandatory Blank 1 Job Type Job Mode selected ETA Dest ETA Dest field from the Air Import Job Screen ETD 1 ETD 1 field from the Air Export Job Screen Dest Port The Dest Port or Orig Port field will be shown depending on Mandatory Blank Orig Port the Job Mode selected Dest Port Dest Port Destn Port from the Sea Air Import Job Screen Orig Port Origin Code Port from the Sea Air Export Job Screen Container Details Group NOTE Once the Job Numbers are retrieved the system still allows you to manually add Job Numbers of any Job Type amp Job Mode Container No This is the Container Number that is attached to the Sea Mandatory Blank Import Export Job in the Container Details Tab Manual Entry This Load Method allows the user to add the Job Numbers Manually Notes Group Enter in appropriate Notes Mandatory Blank Once the record is posted the notes will then be updated on the specific Note Tab depending on Note Type selected of the Notes screen against the Job Numbers that were entered in the Job Number Details Group 55 characters permitted per line Unlimited number of lines Expedient Field Name Description Validation Def
53. GISTICS N Z LTD NZ CUSTOMS DELIVERY ORDER IMPORTER BROKER PDL INDUSTRIES LIMITED AKL LOGISTICS N Z LTD ENTRY NUMBER DECLARENTS REFERENCE NUMBER 7140955 01 800436001 DATE OF IMPORT TOTAL GROSS WEIGHT 03 07 1999 3000 IMPORT VESSEL FLIGHT NO P POST VOYAGE NUMBER COLUMBUS FLORIDA 17 PORT OF LOADING PORT OF DISCHARGE MELBOURNE AUCKLAND BILL OF LADING CONTAINER CONTAINER PACKAGE AIRWAY P POST NUMBERS STATUS NUMBER KIND MELAS15514 KNLU5087880 POT 4 LOOSE PACKAGE S OR ITEM S AUTO PRINT DECLARATION When the Customs Entry Number from Customs is received by Expedient the system can automatically print the Entry to your local Branch Printer This printer must be set up in the Branch Masterfile The number of Prints is defined by 1 The Customer Masterfile Importer Tab Importer Aviation Security arder Bank Det Q QU THE FORWARDER PTY LTD QU THE FORWARDER LTD Last Job 02 2012 m4 Auto Entry Copies 1 108 QB Expedient AUTO EMAIL DECLARATION DELIVERY ORDER When the Customs Entry Number from Customs is received by Expedient the system can automatically email the Client The documents will be automatically forwarded to the client provided 1 Your site has been set up by Expedient Software with the automatic email function and 2 The document flags have been set for the client in the Customer Masterfile and 3 There is at least one Personnel contact at the Client set to receive
54. Gram Lead 0 00 0 00 2 50 Code Information Type Code Description Data Required Prohibited Goods NEW NEW GOODS Additional Information Classified By michaell On 18 09 2013 ha Approved By michaell On 18 09 2013 4 2 of 12 Field Name Description Validation Default Client Code This is the Customer Code You can click on the to Mandatory lookup the Customer Masterfile Supplier This is the Supplier Code You can click on the A to lookup Mandatory the Supplier Masterfile The supplier on an existing part can only be updated to HDEF This is the Country of Part Origin You can click on the to Optional lookup the valid country codes Last Job This is the job number the part was last included on a System supplier invoice for Generated Stand LastC This is the value of the last Customs Amount Optional Blank Group This indicates the Product Group the part belongs to Optional Blank Last Used This is the date the Part number was last used System Generated Supplier This is the Supplier s Part Number Mandatory Blank Part No 87 Part This is the description of the part Use the to see a list of Mandatory Description part descriptions previously used for the client and supplier Selecting a row in this list will set the TLF for the Part to match the selected row Client Part This is the Client s Part Number This prints on Landed Mandatory No Costing Tariff Information This is t
55. INDUSTRIES Part Number Part Description TLF Tariff Concession 12646624 WASHER WASHE 7318220000H 660563L 14144090 GLOBE EE GLOBE 8539290000L 997698B 16288524 HEXAGON BOLT ACNYL 39269069594 999992C 16296924 HEXAGON STUD 7318150901C 302580C 16512540 POLE PTTRU 8708993910K 302839K 16585925 BOLT FLAT HBOLT 73181509111 302580C 16587525 FLAT SCREW HEXSC 73181509391 302580C 16595125 RAISED SCREW us HEXSC 7318150939L 302580C 16638234 ROUND BOLT STUD 7318150901C 302580C 116673735 ROUND BOLT HBOLT 73181509111 302580C f 16675735 ORING ORING 4016930000F 208878K _ok_ Cancel supplier details requery More than 50 parts located first S0 loaded Select one of the parts that you want to add to the Supplier Invoice Line If your site includes a check on Import Permits Part Numbers will be highlighted in red where the Tariff requires an Import Permit but no Code Information has been entered for the Part PPlease Note The Re Query Button allows you to perform another search for any parts for that Customer excludes the Supplier from this selection Clicking OK will search for all parts for that Customer regardless of Supplier Inv Quantity This is the Quantity of the part that appears on the Mandatory Blank invoice line Customs Qty _ This is the Quantity reported to Customs for the part Mandatory Calculated and may be entered manually by activating the Customs Qty button This value may Invoice also be calculat
56. Invoice File This option provides the ability to load multiple supplier invoices for the same client from a single CSV file 4 3 Down Load Data Files El Auto Invoice Admin Downloaded Import Invoices El Downloaded Export Invoices El Load Parts File 79 Expedient The format for the CSV file is configured in this screen Select a pre existing template for the load file or create a new template The templates must include all the mandatory columns which are indicated with a in the name The columns can be in any order eee Import Invoice File Load Import Invoice File Load Data File Location Browse Column No Field Mapping Import Log Column Field 1 A y Client Code 2 B Invoice No 3 C Supplier Part No 4 D Part Description 5 E Quantity 6 F Amount 7 G ORG 9 I Order No 10 J Shipment 11 K Currency Mandatory Fields Templates DEFAULT a Delete NEW TEMPLATE NAME Save Load Progress Start Import Stop Import View Details Field Name Description Validation Default Data File User the Browse button to locate the file in your system Mandatory Blank Location Column This indicates where the column is found in the file Select from Mandatory Blank the pull down list Field This is the information contained in the column Select a column Mandatory Blank from the pull down list indicates
57. K Button When the OK button is selected you have the option to Post the entry each time the record is Saved The following message will be shown Do you wish to post this job note now If YES then the record will be Posted and the Posted field will show YES along with the Posted Date Posted Time and Posted By fields being populated If NO then the record will be Saved but NOT Posted and the Posted field will show NO 22 Printing Work Sheets QB expedient Once you have completed the Job Registration Creation process and all of the data is saved that you require you can now print the various Work Sheets these are e Job Sheet Available via Options and a Button on the toolbar in the Job Registration screen o Sea o Air o Parcel Post o Miscellaneous e Private Doc s Cover Sheet Available via Options e Private Bar Code Sheet via Options Printing Billing Sheets Printing Charge Sheets is available via the Options The Charge Codes and Descriptions are initially configured and maintained by Super Users To Set up Charge Codes go to Menu Administration Company Details Billing Sheet Maintenance Charge Sheets and Charge Code are set up by Acc Type Disbursements Finals Charge Code Mode Export Import Type Air FCL LCL Print Order See below screen shot As Charge Code Masterfile EXPEDIENT DEVELOPMENT Ww E X Q E lt gt Add Update Delete Find Browse Previous Next
58. LTD Q 020 LTD Last Job Supplier Part No CPN Last Used 01 01 2015 na Description CHANGE PART NO a Cust TLF Client Part CHANGE PART NO Producer Code a Tariff Information F 00063 a Tariff 39269090 Stat 93 UQ Scheme Rate Description INFLATABLE MODEL Trt RNO Instrument Valid AHECC Approved Date hra Description Data Required Type Additional Information Cost Price Classified helens Quantity Factor On 17 09 2014 1 5 0000 VFD Approved By On el 90 Default Creating Customs Entry The Nature 10 20 can be created from the Job Registration Screen via Nature 10 20 Button or via Menu Customs Clearance Tariff Class Nature 10 20 This option is also available from the Option menu in the Job Registration screen If the Customs Entry toolbar button is used from the Import Job Registration screen Expedient will check if an ECI Entry already exists for the Job CUSTOMS ENTRY HEADER TAB File View Communications Options Print Tools GMA Maint Help x X Q ES q gt B g e B 8 Add Update Delete Find Browse Previous Next Prepare and Submit Entry View Errors Print Entry eBACCa Application Print Delivery Order Entry Lines Entry Details Job No Entry Type Override Customer Supplier Details Customer Supplier Disc Port Weight Customs Response Document Type Entry Status Terms amp Values Inv Header Total Separate Ins Freight Value Custom NZD Total Freight NZD FOB Freight FOB Insurance Transport Lines Bill No 1 OOLU30
59. MELAS15514 Origin AUMEL Total of all lines Check Total NZD 16230 86 Org Exp Stat Unit Supp Qty VFD FC Tw AU KGM 600 000 11502 00 TW AU KGM 500 000 1645 00 VFD NZ 14200 2031 AKL LOGISTICS N Z LTD Import Entry Report Page 1 Supplier 1 ARLEC AUSTRALIA LTD 00266783T Duty Levy CIF GSTD 994 00 00 15330 2040 50 142 17 00 2193 291 90 Duty Payable 1136 17 Levy Payable 00 GST Payable 2332 40 Fees Payable TOTAL PAYABLE 3468 57 PAYMENT TYPE DEFERRED Signed By Date Cleared 106 PRINT C4 FORM This option allows users to print the NZ Customs format C4 Form for the Entry Form C4 IMPORT ENTRY my Type IMPORT Payment Metho DEFERRED importer Agent of Importer HELEN STAPELY declare that the particulars contained in this entry are true and Signature SHIPPING DETAILS Mode of Transport Grait i fe of import 200712011 AUSYD SYDNEY Number and Type of Packages Contamer Mumber Contamer Status E TIDE Sill Type PK HWE DETAIL LINE INFORMATION Preferences nakai ountry of Ongin Ee supper Mame GB UNITED KINGDOM OF Total VFD NZ Total Duty Total GST Total Misc Total Payable MZF 11258 00 00 1724 40 DO 1762 47 107 PRINT DELIVERY ORDER This option allows users to print the Customs Delivery Order This option is only available to the user when the Entry show a Document Type of 932 Delivery Order and the Entry has a Submission Status of S Successful AKL LO
60. N warnings correct if necessary 825 Delivery Order Herewith method of payment as specified Entry routed to GREEN Document Audit 98 835 Delivery Order Herewith method of payment as specified Please note warnings correct if necessary 836 Entry cleared cash to pay prior to delivery Please note warnings correct if necessary 837 Adjustment has placed entry in error state 838 Delivery Order sent to recipient method of payment as specified Entry routed to GREEN Document Audit 839 Entry routed for Audit Please provide documents as specified YELLOW 840 Entry Rejected reasons as specified RED 845 Transaction Accepted GREEN 846 Export goods cleared container can moved from Customs Controlled Area GREEN 454 Credit Advice i e Refund YELLOW 456 Debit Advice i e Short Payment RED 830 Export Entry 964 5 6 Packaging Details YELLOW 96 Confirmation of Adjustment YELLOW Please note Entry Status 815 Entry Restored is ignored by Expedient if the preceding Entry Status was 819 Delivery Order WITHDRAW CANCEL ENTRY This option will send the Cancellation message to Customs Please note the Customs Entry cannot be deleted in Expedient if the Submission Status is Successful If the entry has been successfully submitted the entry must be Withdrawn if changes need to be made to the entry 99 VIEW EDI HISTORY This is a history of the files submitted and received from Customs This also allows you to view the Err
61. No 7000049 Cust Charges Not Req d Q E Prepare Charge Ez Prepare Invoicing House AUMELAS3001321 Exchange Var 3 00 Q E Invoice Screen B Invoice Notes El Posted Invoices Final Invoice Code Description FXInv Type PP COLL Curr FXC Amount LocalAmt AUD GST Amount Exp Cost AUD ProfitUptake Total Amount AUD Sub 0 00 GST 0 00 Tot 0 00 Profit 0 00 FXC Sub 0 00 GST 0 00 Tot 0 00 Update Exit Once the User clicks on the Prepare Charges if Expedient can t find an exact Rates match the system will display all Approved Import Rates for that Customer 118 Container Type Expires Client i Carrier Supp Cons 12 12 2011 04 01 2012 DEMCON AUSYD 08 09 2011 25 12 2012 DEMCON AUMEL ABCOIN 09 08 2011 DEMCON AUMEL ANLCONV 09 08 2011 DEMCON AUMEL ANLCONV 09 08 2011 01 11 2011 DEMCON AUMEL DEF 30 07 2011 06 06 2011 DEMCON AUSYD AC 30 07 2011 03 07 2011 DEMCON AUSYD AC 30 07 2011 04 01 2012 DEMCON AUSYD AC 01 01 2011 01 01 2013 DEMCON AUMEL DEF 01 01 2011 31 12 2011 DEMCON AUMEL HAMSUDN 30 12 2010 03 07 2011 DEMCON AUSYD AC 21 01 2010 06 06 2011 DEMCON AUSYD AC 11 03 2009 DEMCON AUMEL ANLCONV 01 03 2009 DEMCON AUMEL ANLCONV 01 02 2009 DEMCON AUMEL ANLCONV 28 01 2009 DEMCON AUMEL ANLCONV 01 01 2009 01 11 2011 DEMCON AUMEL DEF 31 10 2008 DEMCON AUBNE APC 425068 425069 425077 425088 425045 425037 425039 422392 412492 409278 402794 342147 bi i e e e e e e e e e e e e e e a pt
62. Noi o A a o A 37 A A A A a 38 Container Weleht Declaration decida 40 Edite Not Ica LIONS serrana aaa 41 A A A aeons 42 Ml AE O LOA AUS OPE OPE E N a A RA 43 Delta do ai AAA EAN 44 Add View Client Relerence UMD Sri 44 Find JOBS Dy Client Reference NUDE nai T 45 VOWS E E RO 45 Multiple TO DAE VOTE Creati N a A E AA AN 46 Missing Documents NotificatiONS ooocccnnnonononnnnnnnnnnnnnonononnnnnonnrnnnnnnnnrnnnnnnnnrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnncnnnennnoss 48 Dele tng a Or A A AAA A ias 49 Container Management System CMS Delivery and Returns ccccocccooonccnnnnnnncnonoconnnonnnonanonononnnnnonrononnnnnnnnnarncnnnnnnnnnns 50 EW ease end Scie hea eras E T Ate Ape 51 Creatina CONS Mera AAA a 51 Arrival Notice Deliver Order a 54 EBAC GA ss aiii 58 a A a a a EEN 59 Master FOrWardine Repo asaca o ida o ia ais sidra 59 A A A An 59 Genere Consol ES pb 59 Generic JO CS VA ASA oes 59 CUSTOM cias 60 Job Registration Supplier Invoice and Customs Entry PrOCeSS ccccescccssecceseceeesccceseeceeeceuececeuceseeeseueceeeeceseneeesnees 60 Creatine a Pre Job Supper S INVOICO tner dali 61 Loda Hull aa bla P E A E r E ee 61 Creating a SUDDIEr INVOCA A E aceguaasen aoaeaces 63 Entering Customs CUINA 71 Default Unspecified Customer Quantities cccccooonccncnononcnnnnnnnnonnnnonononnnnnnononnnnononcnnnnnnnnrnnnnonnnnnnnnrnnnnnnnnonnnncnnnnnnanos 71 Cassi P ar to iaa 72 Bulk Classification using the Unclassifie
63. Optional Default Blank Blank Blank Blank NZ Customs Blank NZ Customs System Generated System Generated Select the pre existing for the load file or create a new template The templates must include all the mandatory columns which are indicated with a in the name The columns can be in any order The file does not require column headings in the first row The Import Log will display a summary of the details loaded Use depth information 85 View Details to see more in J 4 Part File Load Part File Load Data File Location C Users Helen Desktop testinvioad1 csv Column No Field Mapping Import Log Column Field 4 lines to import 1 A Client Code Please wait This may take several minutes 2 B Supplier Code Finished 0 Parts Added 3 C Supplier Part No 3 Parts Updated 4 D Part Description 0 Parts Deleted 5 E Client Part No 1 Lines Skipped no a Time to Complete 0 00 00 8 H PRF 9 I PRF Rule 10 J GSTE 11 K DRC 12 L Classified By 13 M Approved By 14 N TLF Mandatory Fields Templates HELTEST HELTEST Load Progress NN Start Import Stop import View Details Field Name Description VENTE Default Data File User the Browse button to locate the file in your system Mandatory Blank Location Column No This indicates where the column is found in the file Select from Mandatory Blank the pull down list Fi
64. Q Date Reg wya Job No Consol No Job Notes Master Bill Cust Code Ia Extn Code 2 Docs Job Class _ Extn Code Consol Notes Supplier Transport Details Vessel Load Port Q Cust Ref Milestone Goods Lloyds yo A ist Vessel Place Rect First Port Bill Cut Date ma First Arrival Disc Port Dest Port 2 o el ETA Disch HA a ETA Dest ATA Dest Pkg Type Vessel Available No Pkos TT weight LT DGfRefrigeration O cy Volume MS lt OWENC Customs Val Ha Vessel Storage ma INCO A FtP c x HB Currency Q Forwarder Q Broker Q Bond Depot Q Entry No Enter Job Type lt ZOOM gt Field Name Enter new document into form Description Validation Default This is the type of Job in which you are creating You can Mandatory Blank perform a lookup on this field by clicking lif a Job Type does not exist and you require a new one to be added then please contact your manager or GMA Support Expedient Dept This is the Department that is assigned to the Job This isa Mandatory User s 3 letter code e g AIS Branch or Customer Branch Code Import Export Responsible Mode of Transport Office The branch is based off one of 2 rules 1 The Branch in which is associated with the user adding the job OR The Responsible Office branch assigned to the customer code within the Cus
65. Registration This is the first port of entry into New Zealand populated from Job Registration This is the house bill reference This is the number of Units followed by the unit of measurement Visible if there are no consignment details This is the weight followed by the unit of measurement Visible if there are no consignment details This is the Declared Value for Customs Visible if there are no consignment details This is the name and address for the Supplier This will be populated from Import Job Registration This is the name and address for the Consignee This is visible and will Expedient Validation Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Mandatory Conditional on ECI Default From Job Registration From Job Registration From Job Registration From Job Registration From Job Registration From Job Registration From Job Registration From Job Registration Conditional on ECI be populated from Import Job Registration if there are no ECI Consignment details Consignment Consignment Details Details Ei Use button send New ECI to submit an ECI entry to NZ Customs The system will check all mandatory information has been provided in the ECI Entry screen and from the Job Registration screen before submitting the entry A list of errors will be provided where information is missing Use the Communications menu in the ECI Entry scr
66. Stat and Treatment Code This allows users to save time in data entry and when changing TLF information This is accessed via the Main Menu select Customs Clearance Tariff Class TLF Maintenance function NZ TLF Maintenance NZ MASTER TEMPLATE SYSTEM File Vi e ew Options GMA Maint Help e RIA Bb lt 4 Add Update Delete Find Browse Previous Next TLF Part Information ee o Levy o o TLF STATH Unit NMB Q Concession Tariff 0101100011E S Unit Q Auto Rated 10 03 2015 m4 Alt Tariff TLF Type Valid TLF No gt Lead Gram Litre 0 00000000 Import Permit Required Yes Description PURE BRED THOROUGHBRED STALLIONS FOR RACE BREEDING Duty Rates Scheme Rate NZD Amount per Unit Discount NZD Amount per Gram Lead LDC 0 00 NML 0 00 Code Information Type Code Description Data Required Additional Information Amended jakem Date 26 02 2015 4 1 of 1840 Field Name Description Validation Tariff Alt Tariff Unit S Unit This is the Tariff Line File This is a unique number The code Mandatory must be letters or numbers with no spaced or special characters This cannot be updated after the TLF has been created The eight digit tariff classification applicable to the goods Optional being entered as specified in Schedule 3 of the Australian Customs Tariff This is the Alternative Tariff Code Optional This is the statistical unit Optional This is the Sup
67. TON on 28 01 2015 Field Name Description Validation Default Customer Enter in the Client Code that you want to archive the parts Mandatory Code against NOTE This code is the Client Code in the Parts Masterfile 89 Field Name Date Part Last Used Posted Added By Date Description The date entered in this field archives parts that have been Last Used before this date For Example If 01 01 2015 has been entered then it will retrieve any part that was Last Used before this date Validation Mandatory NOTE If the Last Used field in the Parts Masterfile is blank then it will also archive the parts This indicates if the record has been posted Once the cron job ARCH_PARTS has been run this indicator changes from NO to YES Read Only field NOTE You are not able to amend the details once the record has been posted This is the name of the user that added the record Read Only field This is the date that the record was added Read Only field Once the part is archived the details will then be shown in the Archived Parts screen File View Options GMA Maint Help 4 b 2 a w x a 5 y a G Add Update Delete Find Browse Previous Next Tariff Information Docs Notes DG Info Part Weight Part Details Codes CP Questions EDI Part References Attachments Docs 0 Notes 0 Client Supplier Part Information Client Code AALBSHI A DEVTEST Client AALBSHI ABN 12345678911 Supplier Code O20
68. Volume Expedient User Manual NZ Customs Module Imports Exports Gavin Millman amp Associates Pty Ltd 281 Buckley Street Essendon VIC 3040 P 03 9331 3944 e W www expedientsoftware com au Table of Contents Customs ana Forwarding Registration sseseceseesesesecececsesesecececscsesececececsesesecececsesececececessecececscsesesesececsesesecececeesesececeee 2 JOB Registration STEEN esnan S as 3 Commmand KEYS aea a E E E T 3 Creatine a OD a E E A a a A E N 4 Container Detalls boad Fezes enei A E E NT 15 ENK COO A a T ER E A E EA 16 Link Consol LINK OPS 16 Conneurne POP UP NOTES ana a a da 16 AUto Dellver Date Update enaner a E 17 Adame JOD NOTES sa sa 17 Documents Avalan a NEA 18 Multiple Job Note Creatas cit cnt add chide ad dre ana o le LOS 19 A A O uatautaalablanuta a ei 23 PENN S BIN MESES A EA ANA E OS 23 De IIV ET DOCS a aio 23 Printing Delivery Dockets fora CONS Ol isica tl lada 24 Printing Delivery Dockets OF aJO Dri dias 24 Update Required Date lea Natal ike tal O 28 sad Required Dates dia 30 Update DEI VC RY Dt datosde 31 load Delivery Dates File ii a 32 ATTACHING DOCUS nai AAA 33 PLOOT ot Deliver UDO d sitio 33 A CN e A T em cede aaa atmenetacteat 34 CO a e Gore use aaeduauteal a 34 CON PAINE S edre Meere E io 34 DOCUIMEAE COO eaa AP a a E 35 Create Documents to TranNSpO EVEN AAA 36 CUSTOMEr OL OCs rnes cctasannnce aime rqennseu neds E E sans cae yO seuacg uals aceenas atacpuaanueamanaaccues NR 37
69. ainer Weight Declaration FCL Container Delivery e S AAA Empty Container Return Carrier Pickup Request Ultimate Consignee Request Arrival Notice LCL Cargo Availability Delivery Order Carrier Movement Advice Depot Movement Advice EA A o General Notification Document Check Sheet This is an internal document that displays which Documents are required but not yet received Missing Documents This is a notification that can be sent to customers agents informing them of which documents have not yet been received This draws data from the Documents Screen above This is also available to be set up as an Automatic Report Documents Available Notice The Documents Available Notice is to notify the Broker that you have Documents ready for collection The document is available from the import job registration screen through Notifications gt Documents Available Notification This document will list any documents that you have marked as Received in the Documents Screen for that job The default recipients for the document are any personnel set up in the broker s masterfile for all documents or Import notifications This can be changed in the print menu before the document is sent 37 FCL TIME SLOT This option provides the ability to create a request to Transport to pick up full import containers from the terminal for delivery The screen displays all the containers registered for the job and indicate
70. ainer field blank to update all the containers for the job This is the client s required date for the job or selected container to be delivered Required Date This is the client s required time for the job or selected container to be delivered Required Time 28 Default Today System Generated System Generated Blank From Job Registration Blank dient software Field Name Description Validation Default Posted This indicates whether the mass update has happened N A System Generated Once the user inputs the jobs and the Required Date and Time Expedient will ask the following AL 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 A SYSTEM MESSAGE o All jobs were updated successfully 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 completed the process updates the Required Date and Time in the Job Registration screen Container Details tab Job Details Container Details Marks and Numbers Various Information Delivery Details Container No Available Delivery Type Storage Required Date Required Time R5599999999 15 03 2013 S L DOORS REAR 22 05 2013 16 00 29 e fe If the job is FCL or FCX the Required Date and Time will be updated in Container Management
71. ancel The Stat Quantity column can be entered to provide the Customs values If a Quantity Factor has been stored for the part during classification or in the Parts Masterfile the column will calculate the Customs Quantity Customs Quantity Part Invoice Amount x Quantity Factor This value can be updated Expedient can calculate the Quantity Factor from the Enter Customs Quantity Quantity Factor Customs Quantity Quantity On OK in the Customs Quantity screen Expedient can save the Quantity Factor to the Parts Masterfile if a Quantity Factor does not already exist to be used when the Part appears on a new Supplier Invoice If your site would like this ability please send a request through Support Tracker DEFAULT UNSPECIFIED CUSTOMER QUANTITIES Pi This option is available from the Options menu after pressing the Update tool bar button in the Supplier Invoice screen The option will copy across the value in the Invoice Quantity column to the Customs Quantity column for the following conditions 1 The Customs Unit of Measurement is not NMB and the existing Customs Quantity is either zero or blank or 71 2 The Customs Unit of Measurement is NMB and the Customs Quantity is blank The Customs Quantity window from the Customs Quantities updated with the new Customs Quantity values Classify Parts toolbar button will be immediately If you have added parts to the Supplier Invoice that have not
72. ank search the Masterfile for valid Container Type codes Pieces This is the number of pieces within the container Mandatory Blank Dehire This is the date in which the container is de hired Optional Blank Pack Type This is the type of Package s Mandatory Blank Available This is the date in which the container becomes available Optional Blank for pickup Delivered This is the date in which the container is delivered Optional Blank Delivery Type This is the method in which the container is to be Optional From Client delivered Select from the available list Delivery Address Details if stored otherwise blank Storage This is the date in which the container commences storage Optional Vessel charges Masterfile Required Date This is the date and time in which the container is required Optional Blank Time Net Weight This is the Net Weight of the Container after any Optional Blank deductions Gross Weight This is the Gross Weight of the Container before any Optional Net deductions This is the Net Weight plus the Weight of the Weight Container plus Container Please Note Expedient stores maximum Container Tare Tare Weights which is used to calculate the Gross Weight Value Weight This can be overridden by a user See Appendix A Volume This is the Volume of the Container Optional Blank NOTE When creating a job from the Input Shipments screen the Volume information is carried through to this field in the Import Sea Job Mark and Numbers Tab
73. ault Job Number Details Group Job Number The Job Number can be auto populated via the Transport Mandatory Blank Details or Container Details Load Methods The Job can also be manually entered if the Manual Entry Load Method is selected The Notes entered will apply against these Job Numbers listed NOTE You can amend the Job Numbers added via the Insert Append and Delete buttons shown at the foot of the screen when the Job Number line is selected Once the record has been saved you can double click on the row and it will direct the user to the Job Number selected Client Code Auto populated when the Job Number is entered Mandatory Retrieved Read Only field from associated Job Client Name Auto populated when the Job Number is entered Mandatory Retrieved Read Only field from associated Job Action Buttons Links Post Job Note When this button is selected it will then apply the Note to the Job Numbers listed in the Job Number Details Group It will change the indicator in the Posted Field from No to Yes The record will still exist in this screen as a view only The user can view the Entry added via the Job Notes window in the Import Job screen NOTE You cannot UPDATE or DELETE a Posted Entry Duplicate Job The system allows you to copy a Posted and Non Posted Note record If you Copy a Posted record then it will update the record with a new Doc No and set the Posted indicator Positioned in the Options Menu O
74. be populated If another document is subsequently ticked as required the All Docs Rec d tickbox and Date will be cleared The Required and Received tick boxes for the Packing Declaration will be automatically ticked if the ETA Destination date for the Job is within the validity range for the Annual Packing Declaration Documents LAP and FAP for your client and their Supplier The Documents that are always required for Sea and Air jobs can be selected to always be ticked as required in the Administration gt Company Details Menu gt Required Docs Configuration screen The ability for the Documents Screen to automatically pop up when Jobs are Added or Update or for Brokerage Jobs only can also be set in this screen 35 ul O XA oe Fa ps a Fy 4 gt Add Update Delete Find Browse Previous Next Required Docs Configuration Documents Screen Rules Pop up Documents Screen on Job Add Yes Pop up Documents Screen on Job Update Yes a Only Pop up Screen where OWN Broker Yes i Pop up Screen in Update Mode Yes Original Bill in Job triggers Original Bill Received Yes Documents Original Bill Supplier Invoice Way Bill Copy Bill 1 Packing Declaration Supplier Invoice i t Required Documents Configuration J Modified By CASEY GILBERT on 28 08 2015 1 of 1 OVR oss es Create Documents to Transport Event Where the import Job Type is FCL or FCX this option create the Documents to Transport Event i Create Documen
75. been classified before then you can click on the Classify Button once you have added the Supplier Invoice This will then direct you to the below screen Please note the 1 2 at the bottom of the screen indicates this is the first part of two parts that need to be classified Use Update to classify the part ves Classify NZ Parts NZ MASTER TEMPLATE SYSTEM File View Options GMA Maint Help P e Q Ea q gt g Add Update Delete Find Browse Previous Next Doc s Notes NZ Part Information Client Supplier Part Information Client Code DEMCON Supplier BLAKIN 7 Supplier Part No 5_MILU Part Description UNCLASSIFIED PART Client Part No Q DEMONSTRATION COMPANY BLAKE INDUSTRIES Tariff Information TLF 2K OK OK KK Tariff UQ INVALID Description Q IQ Lookup All Origin LastJob Stand LastC Q Group Last Used Concession SUQ Auto Rated hea Scheme Rate NZD Amount per Unit Discount NZD Amount per Gram Lead Package Information Net Weight KGS Cubic Volume SKU Alt Cli Part 3ross Weight KGS Package Type Code Information Cost Uplift Quantity Factor Type Code Description Data Required Additional Information Classified By Approved By 1 of 1 Field Name Description Client Code Supplier Invoice Screen Supplier Supplier Part No 72 This is the Customer Code and Name that is pulled from the This is the Supplier Code a
76. blind copy Attach any accompanying documents in this screen to the eBACCA email Expedient will send an XML file to the eBACCA address along with any attachments and send a copy to the User Expedient will show the following message 2 SYSTEM MESSAGE The XML eBACCA email with any supporting Attachments has been sent to A ebacca_attach ecnetwork co nz and Blind Copied to helens expedientsoftware com au Exit 3 MPI will receive your application Their response will be shown within Expedient and an email alert will be send to the original eBACCA submitter advising the status of the application EVENTS This will option provides a list of the events against the job This is the same window of Events accessed from the Job Registration screen COMMENTS This allows the user to supply a small comment for Customs in the entry This screen is automatically presented to the user when the Entry is being Overridden or Withdrawn 105 PRINT ENTRY This option allows users to print the Customs Entry This Entry print can be printed prior to sending to Customs to allow the user to validate Our Ref 800436001 Imp Ref O NO 27006 Ent No 97140955 01 Master Bill Ship Voy ID 17 ETA 97140955 01 Invoices 1 Line Sup Tariff Item Concession Duty Rate Pref Curr Ex Rate 1 EXTENSION LEADS 7 00 N AUD 8100 8544410919F 2 EXTENSION LEADS 7 00 N AUD 8100 8544410919F Client PDL INDUSTRIES LIMITED 00102216E House Bill
77. cludes the amount of money billed and the total profit on each job The profit includes both Customs and Forwarding related accounts eee Generic Jobs Report CSV Report Selection Report Full Job Information y Jobs by Date ofReg Between 01 04 2015 4 and 01 04 2015 Report Filter Trading AS o Sales Person Code Load Country Code E Q Client Code Q Bill To Q Load Port Code Destination Port Code Discharge Port Code Job Type Department Job Class Y OS Agent Code Q Report Progress Generic Jobs CSV Report Output to arch spool MENU 6362 out Select the report output 113 NO JOBS BY DEPT This report displays the number of jobs registered and the number of entries between a certain date period based on department This report can output in either PDF or CSV Report Selections Start Date PEAD wa End Date 26 09 2011 Report Format Report Report Criteria Department aj Report Progress No Jobs by Department Summary Output to arch spool MENU 3485 out Cancel Enter the Start date Report for Jobs Registered From 18 02 2012 To 18 02 2013 No of Jobs No of Entries Job AES 1 Job ATA 76 Job AIM 1 Job AIS B81 INVOICE IN LINE ORDER This report is available as a PDF or CSV output and can be run from the Job Report folder or from the Options menu in the Supplier Invoice screen The report provides a listing of all the lines on the invoice includ
78. contractors ge Page 1of1 To the best of our knowledge the i Data Drawn from Job Registration Data Drawn from Job Registration Delivery Details Tab Delivery Job Note Delivery Details Tab Carrier Job Note 27 QB expedient UPDATE REQUIRED DATE Expedient allows users to batch update Jobs in which Required Date and Times can be added The below screens allows many jobs to be updated at the same time Required Dates and Times can be supplied for LCL FCL and FCX jobs Individual containers can be selected using the zoom button in the Container column View Options GMA Maint Help 2 XIA GB lt A Add Update Delete Find Browse Previous Next Update Required Dates Load Required Dates file Update Required Date Date 20 05 2013 4 DocNo Posted Yes Posted Yes Client 102KWP DEMCON 102KWP Required Time 14 00 15 00 16 00 Required Date 20 05 2013 21 05 2013 22 05 2013 Job Number Container FFFS5 Yes Yes 2 of 3 Field Name Description Validation Date This is the date the mass update is actioned Mandatory Doc No This is a reference number for the mass update N A Posted This indicates whether the mass update has happened N A Job Number This is the job number to be updated Mandatory Client This is the client for the selected job N A Optional antame Use the a to select from the containers registered for the job Alternatively leave the cont
79. d Items rePOrt ccecccccccssseccccceeseccccseeeccecseauscceseeeseccessuaneseessueaeeeessaeasees 76 OOF RO Ie eaa a a N 77 Fit aU et ett edt UN a a T A EE TE ma ca ede gas vareusaneeeasaaeiaraesnieeeeuse 78 Ite COUDERY Trastero 79 Eo Ml A O e o ee eee eee 79 LOae SUPPIEr INVGICES DY SHIDIMIE cesarean AE Rair AEE ENE EEE i 81 Copy SUID BINT INVOCA 83 Auto Invoice AMINO AAA AAA AA A AI 83 Ss E ta O pant aoa asaNac N Sas aNGAEGAESAR 84 Creatine Pana ao 85 Coad Parts Aroma Filed aa e aa aa somes luaduasaiignatamoaeeaeek NNA 85 Manaa Parn Add AAA AAA AA A eee 86 A e anions 89 creatine CUSTOMS ENT AA AS AAA A A seutameusmaneomncueueeeams 91 Customs Entry Header Tai as 91 Customs ENI EDE S Va artes E EE 95 Customs ENUY SUDMISSIONPrOCES Sia an 96 PFE Dare ENT eniectastsuaceecinccset ass ad seater E A E TEE EE E E atenauuntiaeassuats 96 PVE Dale sal CSU MAG EMCI y ive desicsit oars aco saeu aia vetaebus dd OO 97 POSSHOIG ENUY E 98 Withdraw Cancel EnUYV dai A AA AAA A A sd 99 MINE DI TIS CO ai As 100 O RA AO 100 Header CoE na E A 100 ECLCONSE IMENT So ao a a sncasatesateae auacacens 101 Load E Dl esar a ia Roi 102 A eee oe oe eee 102 Be NE TG ay o 102 EBACCA ADPIC ON A A tus a TE 104 MP NON cairo 105 A E E ia edema E A da odd avenue ceeds niacescanen tates edad sa cuaceidedet due N E ein cgawertede E oad aceaouieetess 105 COMMENTS anea aa EA E A O NS 105 PENCEY orni A AAA N 106 PENE Void 107 PrEnEDelNven OIE 108 AUto Print DSC LAN ON A
80. d select from the list Storage Available This is the date in which the storage commences from Optional Vessel containers on the vessels Masterfile DG Refrigeration This signifies whether the shipment contains any Optional Blank dangerous goods or requires refrigeration Suppliers Tab Sea Freight Only Job Details Supplier Details Container Details Marks and Numbers Delivery Details Supplier Supplier Name Origin Port Export Port IWTICCOP lQ TICTAC CORPORATION us us Containers Tab Sea Freight Only Job Details Supplier Details Container Details Marks and Numbers Various Dates Delivery Details Bill No F L Container No Seal No ContType Size Pieces Pack Type Dehire Available Delivery Type Delivered Storage Required Date Required Time Gross Wgt Nett Wgt 081 1919 LCL TRLU1234567 1238 1 110 AE 081 1912 LCL TRLU1234567 1238 1 15 AE Bill No This is the Bill Number on the Shipment Mandatory Blank This is the Type of Container values include Mandatory Blank 3LK EMPTY AL Container No This is the Container Number on the Shipment Optional Blank Use the Alto search for containers on other shipments on the same consol as the current house bill Forwarding Module only 11 Expedient Field Name Description Validation Default Seal No This is the Seal Number of the Container Number Optional Blank Cont Type This is the NZ Customs Container Type code Use the Alto Conditional Bl
81. der Customs Entry EDI Fee Additional Line Forestry Courier Cartage ITF Other Invoice Value This is the total of all of the line items on the From Line Total Supplier Invoice as entered by users Supplier Invoice Invoice Value This is the calculation of all of the Cost Uplift From Cost Uplift values on the Supplier Invoice as calculated by the Supplier system Invoice Invoice Value This is the calculation of all of the line items on the From Line Calc Supplier Invoice as calculated by the system Supplier Invoice Invoice Value This is the total of all the Invoice Freight values From Inv Freight from the Supplier Invoice lines as calculated by the Supplier system Invoice Invoice Value Line Total minus Line Calc System Difference Generated Weight Volume This is the total of all of the weight items on the From Line Total Supplier Invoice as entered by users Supplier Invoice Weight Volume This is the total of all of the weight items on the From Line Calc Supplier Invoice as calculated by the system Supplier Invoice Difference Weight Line Total minus Weight Line Calc From Supplier Invoice 112 Field Name Description Validation Default No Lines This is the number of Supplier Invoice Lines From Supplier Invoice Jobs Reports GENERIC JOBS CSV This report allows users to output job level data into a spreadsheet This report consists of over 40 fields If your site has the Accounting Module then it also in
82. e existence of this entered data by setting the Header Codes value to Yes Header Codes 100 Expedient ECI CONSIGNMENTS This option provides a screen to enter the ECI Consignees of low value shipments Use the Options menu in the Customs Job Registration screen 2 ECI House Bills Consignments H Bill Port Packs PK Gross Wght Description HOUSEBILL003 NZAKL 1 BG 1 000 BOOK HOUSEBILLOO4 NZAKL 1 BG 1 000 TOY HOUSEBILLOOS NZAKL 2 BG 1 000 DVD UPDATE JOB View amp Update Consignment Details The screen lists the details previously entered Use the Update button to access the screen below and amend the information Bill Consignment Port Pieces Type Gross Weight FOB Orig o MES a B 2 K a 12 000 100 00 AU Q Goods BITS Address HERE Address THERE Contact EVERYWHERE HOUSE2 NZAKL Q 1 PK a Goods MORE BITS Address HE RE Address TJJJJHERE Contact EVERYWHERE HOUSES Goods STUFFBITS Address HERSDE Address THEEEERE Contact Enter House Bill Consignment Number 101 QB Expedient Load EDI This option within the ECI Consignments screen checks if any files have been received from your client for the job that contains ECl Consignment information The received files are listed Double click on the required file to upload the data Load File This option within the ECI Consignment screen provides a browse of the users computer so that CSV files rece
83. e to the required CSV file and click on the Open button The load process will advise you if the load was successful Click on Exit to see the containers loaded into the screen If there is an error in the file e g there is missing information which is mandatory you will get a message explaining the problem NZ The file format must be A comma separated values csv file easily created in Microsoft Excel The data must be in the following order Bill Number Mandatory Load Type Mandatory General accepted codes F FCL L LCL B Bulk E Empty P Pallet Do o A file example BILL NUMBER 1 F ABCD1234567 12345 15 20 23 BC 15 E g WOO pw a on S w Bo als IRIE IS a sl Link Consol A billno1 billno2 billno3 billno4 billnos5 billno6 billno7 billno8 billno9 billno10 billno11 billno12 billnol3 billno14 billno15 billno16 B ASDFOOOLOOL ASDF0001002 ASDF0001003 ASDF0001004 ASDFOOOLOOS ASDFO001006 ASDFO001007 ASDFO001008 ASDF0001009 ASDFO001010 ASDFOOO1011 ASDFODO1O12 A5DF0001013 ASDFOO01014 ASDFO001015 ASDFODO1016 D FCL 22G1 LCL 22G1 BLK 2261 EMPTY 22G1 pallet 2261 separate p 2261 FCL 22G1 FCL 22G1 FCL 2261 FCL 2261 FCL 22G1 FCL 22G1 FCL 22G1 FCL 22G1 FCL 22G1 FCL 22G1 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 12345 el le RR RPP BP 92 O EXpe MM M ba pd mM ba Pp oa pa
84. ed automatically by Expedient using Quantity x the Quantity Factor from the Parts Masterfile and the Quantity Factor Invoice Quantity value This value cannot be entered from Parts if Customs do not specify a Customs Quantity if Masterfile required for the tariff Customs UQ This is the unit of measurement that may be Optional TLF Masterfile specified by Customs for the tariff Supp Customs This is the supplementary quantity value which may Optional Blank Qty be required by Customs for the tariff This value can be entered manually by activating the 68 Field Name QB expedient Description Validation Default Supp Customs UQ Unit Price Amount Country Preference Duty Rate P O Number Customs Quantity F8 button This is the supplementary unit of measurement which may be required by Customs for the tariff Optional This is the unit price for the item This column is Optional hidden by default Right click on the column headings to select Unit Price to appear This is the total line amount for the part that appears on the invoice line Mandatory This is the TLF for the Part Number This is a no entry field This information is drawn from the Parts Masterfile TLF information If the part does not have an associated TLF then this field will display Mandatory TLF sek See below If the Part is unclassified you can still save the invoice Once you have done this ll y
85. een to track submitted entries and to see detailed information on errors received back from NZ Customs Different option s for sending new ECI entries resending updating entries or withdrawing ECI entries will be available depending on the current status of the entry with NZ Customs EBACCA APPLICATION This will option will present the user with the MPI eBACCa entry screen This option is not available where the job type is Parcel Post The MPI account number will be populated from the Customer if a MPI number has been provided in the Customer Masterfile otherwise the Branch MPI account number will be inserted from the Branch Masterfile if this has been entered 104 QB Expedient MPI INFORMATION This will option will present the user with the MPI Information entry screen The MPI account number will be populated from the Customer if a MPI number has been provided in the Customer Masterfile otherwise the Branch MPI account number will be inserted from the Branch Masterfile if this has been entered To send the eBACCA application with attached documents take the following steps 1 Register your Customs CASPER code with ECN B2B and provide them with a return email address Contact Expedient Software to confirm the correct return email address for eBACCA responses from MPI 2 On completion of the MPI Information screen use Option Send MPI file to yourself This option will open the Print Menu and show the User email address in
86. eld This is the information contained in the column Select a column Mandatory Blank from the pull down list indicates that the column must be included in the file template Templates This is the list of available templates If you want to set up a Mandatory Default new template enter the name of the new template in the field below and Sae Use to remove unwanted templates Manual Parts Add Manually adding Parts to the Expedient System is performed via menu Customs Clearance Tariff or Class Parts Masterfile By clicking the 4 button or typing A will place the cursor in the input screen in Add Mode See below 86 ve NZ Parts Masterfile Maintenance NZ MASTER TEMPLATE SYSTEM File View Options GMA Maint Help we X Q E 4 gt a Add Update Delete Find Browse Previous Next Notes NZ Parts Client Supplier Part Information Client Code DEMCON Q DEMONSTRATION COMPANY Origin Supplier DEF Q DEFAULT SUPPLIER LastJob Supplier PartNo 1_MILU Stand LastC Part Description 1_MILU Q Group Client Part No 1_MILU Last Used Tariff Information TLF Tariff UQ Concession SUQ Auto Rated TABMA Q 6302510019C NMB 06 07 2014 Description TABLE MAT SET COTTON Package Information Net Weight KGS 1 000000 ross Weight KGS 1 000000 Cost Uplift Cubic Volume 1 000000 Package Type NMB SKU Alt Cli Part 1 Quantity Factor Duty Rates Scheme Rate NZD Amount per Unit Discount NZD Amount per
87. en The weight will be updated when the job registration screen is updated except where the Entry has Submission Status Being Submitted or where the Entry screen is in Update mode for the Job If the entry has been submitted the status is changed as follows o from Successful to Successful Modified o from Queued to Not Submitted o from Awaiting Clearance to Awaiting Modified This defines whether the entry contains any permit authorities or Other Information Codes This is the customs controlled area code This the Invoice Total of the Goods This is the Value of the good Free on Board This is the total amount of Marine Insurance Enter a flat value or a percentage value 94 expedient Validation Optional N A N A Mandatory Optional Optional Optional Optional Default From Job Registration From Job Registration Blank CUSTOMS ENTRY LINES TAB Below are the Lines of the Customs Entry Screen ves Input NZ Customs Entry NZ MASTER TEMPLATE SYSTEM 4 p File View Communications Options Print Tools GMA Maint Help ar X Q FA lt D B 8 Add Update Delete Find Browse Previous Next Prepare and Submit Entry View Errors Print Entry Lines eBACCA 8 pplication Print Delivery Order Supplier Tariff Qty Uq SQty SUq Price Exp Org Rel A Pref Conces Curr MENA Rate 0 8200 TLF EEES Leyi MN Desc ALLOY BARS HOT ROLLED Levy2 HN Mi Ma
88. ent Name Menu 06 01 T V Supplier Consignee wl 06 08 11 Client Reference wr Screen Master Bill Ti El Event E House Bill x Port Information Preamble WSLCHGPRE Postamble GENPOST Wessel Information i ETA Date x No of Packags E Weight E Approved By brians Volume Approved On 18 02 2009 Goods Last Used By Delivery Address Last Used On Print Containers First All 3 of 3 41 j Expedient Changing Wording The PREAMBLE and POSTAMPLE information can be modified in Menu Administration Company Details Menu Input Terms Printouts See the below example of the Customs Vessel Change Pre Ample data And the actual Vessel Notification Print out G Input Terms EXPEDIENT DEVELOPMEN File View GMA Maint Help t B XIA wm 4 p Add Update Delete Find Browse Previous Next Input Terms Terms Code WSLCHGPRE Printed Document WESSEL CHANGE PRE Document Description CUSTOMS VESSEL CHANGE Max Length 110 Max Lines 4 Last Updated 18 02 2009 XA by User kerry Advice has been received that this shipment will be arriving on a different vessel Particulars relating to the shipment are listed below T 1 of 1 EXPEDIENT SOFTWARE GST No 96 128 000 SUITE 102 AFCAB BUILDING To DEMONSTRATION COMPANY TULLAMARINE VIC 3045 From SCOTT CRAVEN EX pedient PH 03 9338 993
89. es HYDRAULIC OILS Yes COMPRESSED AIR Yes ACETONE Yes OTHER ACRYLIC OR VINYL POLYMER PAINTS ORENA Yes ENAMEL PAINT Yes OTHER ACRYLIC OR VINYL POLYMER VARNISHESOR Yes More than 300 parts located first 300 loaded Select the TLF or Click on the Re Query button to search for all TLFs regardless of the Client code Please note only the first 300 results will be returned in a search Use filters on words and codes to return better results INVALID will display besides the TLF field if the TLF is no longer valid or if the Part was allocated a TLF that no longer exists in the TLF Masterfile This is a zoom on all TLFs regardless of Client Code Filter on words and codes to return useful search results Please note only the first 300 results will be shown This is a view only of the NZ Customs Tariff Code associated with the TLF UQ This is a view only of the Unit of Quantity as advised by NZ Customs each night for the Tariff code Lookup All N A Tariff N A N A N A System Generated Concession N A System Generated This is a view only of the Concession code as advised by NZ Customs each night for the Tariff code SUQ N A System Generated This is a view only of the Secondary Unit of Quantity as advised by NZ Customs each night for the Tariff code N A TLF Maintenan nce This is a view only of the full description of the TLF Code selected in the previous column Description
90. es uD A 0 9000 ER Q 0 4865 A Then in the charge lines ensure at least one charge of each currency exists Code Description FXC PP COLL Cun EDO 2308 EDO TRANSACTION Collect EUR FSF 2312 FUEL SURCHARGE Collect USD Please Note To be able to change the Currency on the line items the General Ledger Code must have the FXC Indicator set to Yes This is accessed from menu General Ledger Chart of Accounts If you now hit the 4 Prepare Invoicing Button the system will create 2 new invoices 1 for each currency Please Note Once you have created an invoice any further changes to either the invoice or the charges screen will not be synchronised For example if you add an extra charge to the invoice the Charges screen will not reflect the additional charge 123 Field Name Description Validation Default Code This is the Charge Code You can perform a look up on this field Mandatory Blank if by clicking QThe chart of Accounts Masterfile is found in Rates Menu General Ledger Chart of Accounts The Code is set up Module in Menu Administration Alpha Codes inactive Description This is the Charge Code Description Chart of Accounts Masterfile FXC This indicates whether you wish to invoice the customer as a Foreign Currency Invoice This is only available if the Chart of Accounts Masterfile has FXC Indicator Yes The chart of Accounts Masterfile is found in Menu General Ledger Chart of Accounts Type This
91. f litres per bottle Duty Rates These are the various duty rates advised by NX Customs for N A NZ Customs the tariff Code This table shows details held against the Part Select the Optional Information Type and Code from the pull down lists in the columns Enter additional information in the Data Required column dependant on the Type and Code selected Classified by This is the user who classified this part Optional Blank On This is the date the part was classified Optional Blank Approved This is the user who approved the classification of the part Optional Blank By n O This is the date the part was approved N A ARCHIVING PARTS The following screens can be used to archive parts that have not been used for an extended period of time Once a record has been entered in the Archive Parts screen a cron job is run daily to move the parts from the Parts Masterfile to the Archived Parts screen this Archived Parts screen is a copy of the Parts Masterfile NOTE If a part has been archived then it will not show in the Parts Zoom however you can manually enter the archived part number in the Suppliers Invoice it will then automatically be back in the Parts Masterfile This scenario does not apply to the Shippers Invoice File View GMA Maint Help 4 we Q b Add Update Delete Find Browse Previous Next Archive Parts Customer Code AALBSHI Q DEVTEST Client AALBSHI Date Part Last Used 10 01 2015 Posted Yes Added by PETA LANG
92. he TLF that you wish to associate with this part Mandatory Blank All other fields in this section relate to the TLF See the TLF Screen for further details on each field INVALID will show next to the TLF field if the TLF is no longer valid or if the part is allocated to a TLF that no longer exists in the TLF Masterfile Tariff This is the Tariff the TLF is associated with TLF Maintenance This is the Unit of Quantity for the Tariff TLF Maintenance Concession This is the concession code for the Tariff TLF Maintenance Description This is the text description of the TLF TLF Maintenance Net Weight This is the net weight in Kilograms stored for the Part Optional KGS Gross This is the gross weight in Kilograms stored for the Part Optional Weight KGS Cost Uplift This is the Cost Uplift percentage associated with the Part Numeric This will populate the Supplier Invoice and the Customs Optional Entry line when the Part is used Cubic This is the cubic volume stored for the Part Optional Volume Package This is the type of packing used for the Part Optional Type SKU Alt Cli This is the alternative reference for the part the client may Optional Part use expedient Field Name Description Validation Default Quantity This is the volume factor for the part and is used to Optional Blank Factor automatically calculate the Customs Quantities in the Supplier Invoice when the Part is used e g this may indicate the number o
93. he file will then be read into the screen line by line If the program detects an error you will get a message explaining the problem however no further lines of the file will be processed after this error i e there are 10 invoice lines in the file but the system detects a problem on line 5 only the first 4 lines will be loaded If errors are detected you will probably want to cancel the invoice you are adding fix the errors in the file and then start the load process again 62 QB Expedient to see more in The Import Log will display a summary of the details loaded Use wen Deals depth information RULES The Country of Origin if provided must be in two digit ISO format i e CN for China PREFERENCE RULE if provided must be the same codes as used by New Zealand Customs e The file must contain one invoice line per file line e Quantity and Amount fields must contain only numbers or decimal point no dollar signs e The file must contain only ONE Pre Job Supplier s Invoice e Each Invoice line must be in the same currency e Case is not important the system will convert all values to Upper Case Creating a Supplier Invoice After you have created a job you can create a Supplier Invoice This can be performed in 2 ways The first method is directly from the Job Registration Screen From this screen ensure you have the job you want to link the Supplier Invoice to Click on the Suppliers Invoice Button on the Toolbar
94. he of lines CSV TXT File you have loaded via the Load File button This is a no entry field and for display purposes only Invoice Amt Enter the Total Invoice Dollar Amount This must Mandatory Blank equal the Entered Amount to balance the Supplier Invoice Entered Amt This totals the dollar amount entered in the Details N A actual amounts Tab This must equal the Inv Amount This is a no entered entry field and for display purposes only If these are not equal you will receive the below message You can still save the Supplier Invoice Invoice Qty Enter the Total Invoice Quantity Optional Blank Entered Qty Enter the Total Invoice Qty of pieces This must Mandatory Blank equal the Entered Qty to balance the Supplier Invoice Freight Enter whether the freight amount is included in Mandatory Included in Line the lines or separated but in total Freight Amount Enter the Amount in Freight Optional Insurance Enter whether the insurance amount is included in Optional Included In Line the lines or separated but in total Plus Enter the Total Plus Amount Optional Blank Minus Enter the Total Minus Amount Optional Blank 66 Field Name Description Validation Default Difference This is the difference between the Invoice Amount and the Entered Amount Generated Cost Uplift This is the total Cost Uplift value in the Invoice System currency for all the Supplier Invoice lines This is Generated automatically recalculated when changes are made in the
95. ho is managing this shipment Mandatory Blank Please Note If the forwarder is your company and you have the Expedient Forwarding Package then ensure that this is set to OWN COMPANY in the Customer Master File Own Company Yes This will ensure that when you Prepare the Charges that the Bill To will populate correctly allowing you to Invoice the consignee Bond Depot The label for this field will show Unpack Bond Depot or Optional Terminal depending on the Job Class and the zooms will also list the appropriate entity Broker This is the Customs Broker who is managing this shipment Mandatory Blank This can be set to default to a specific code for each customer which will auto populate when adding a job or This is set up in the Customer Masterfile in the Importer Tab within the Customs Broker Field Customs Broker CUSAIR al Customer Masterfile Importer Tab Please Note If the Broker is your company then please make sure that this Code is set to OWN COMPANY in the 10 QB expedient Field Name Description Validation Default Customer Master File Own Company Yes da This will ensure that when you Prepare the Charges that the Bill To will populate correctly allowing you to Invoice the consignee Vessel Available This is the date in which the Vessel is Available Optional Vessel Masterfile INCO This is the INCOTERM for the housebill Enter the three Optional Blank letter code or use an
96. hose documents which have been received see below screen This information is reported in the below notifications section and there is also an Automated Report in the Automatic Reports Module that can be set up to remind users customers that documents have not yet been received See Report Codes MISSDOCSO0O1 02 and 03 d of Document Screen EXPEDIENT DEVELOPMENT O x File View GMA Maint Help owe ray Add Update Delete Find Browse Previous Next A Document Screen L I Job No 3004347 Required Rec d Comments Date User Copy Bill O OS o a Original Bill O O Express Bill O O Way Bill O O Supplier Inv M LJ Packing Dec O Treatment Cert O O Free Trade Cert O O Pref Dec E O Manufact Dec O O Sup Pack List O O Arrival Notice O O 7 S Charges Notice O O T ship Notice O m a p Permit O O Other fo O o 7 o Customs Checked O All Docs Rec d J All Docs Rec d Date rey Cancel F y Enter Required Y N Enter changes into form ove INS RAMI Are AN RECBIVEPVTICKNAYES TAP TN PACKING IBCIArATINNANIIE NE AlITAMATICAINSTICKE Sr IT TNE ria The Date and User fields are automatically populated with the User and today s date when Documents are ticked as Received or comments are added When the final required document is ticked as received the All Docs Rec d tickbox and Date will
97. ier Invoice Optional Supplier Invoice This is TLF linked to the Supplier Invoice Part This record is Conditional TLF used to fill the Tariff Header detail for the line Masterfile from Part This is the First Levy Code for the Tariff line This Code is Optional TLF used to indicate that there are additional Levies required to Masterfile be paid for the commodity from Part Second Levy Code for the Tariff line This Code is used to Optional TLF indicate that there are additional Levies required to be paid Masterfile for the commodity from Part Exp This is the country of export Optional TLF Masterfile from Part Org This is the Country of Origin Mandatory Supplier s Masterfile Rel Relationship between the Client Supplier Mandatory Prf This is the Preference indicator Mandatory Blank Concession Enter a concession if applicable Optional Conditional TLF Masterfile from Part Codes This indicates that there are additional Codes applicable to the Tariff line Set this to Yes if you require entering Authorities Prohibited Good details or Other Information codes for Customs Customs Entry Submission Process PREPARE ENTRY This option prepares the Entry for submission to Customs and required to be run prior to the Customs Entry print process Items include e Validation that Mandatory fields are entered e Validation that the Date of Discharge is not more than 90 days before date of Lodgement e Validation that the TLFs are valid Ta
98. ing Part Description Quantity Unit Cost Amount TLF Tariff and Duty Rate 114 QB Expedient Parts Reports This below menu displays the different Parts Reports 4 Parts Reports Generic Parts CSV Parts Listing multi report Part Description Rate Part Classification Job Top Parts Per Client Customer Parts by Value Top Parts Client Origin Parts Used by TRT Code Top Parts by Duty Client a TLF Reports This below menu displays the different TLF Reports a TLF Reports Generic TLF TLF List with Rates TLF and AHECC Top TLF Per Client Top TLF by Duty Client 115 Charges Accounting Module only Preparing Charges Expedient allows users to prepare charges for the shipment from the Job Registration Screen This is accessed from the Charges Button or from the Options menu in the Job Registration Screen Customer to Receive 1 Invoice Customer to No ive 1 Yes Receive paging Registration Forwarding Rates Prepare Charges 2 Invoices i Charges Sereen Exist Yes No No Enter amp Save AAA l z E a Print Charges Manually via 2 Prepare Invoicing E Invoice Screen dd Customer to Receive More than 1 Invoice Import Job Customs Update Button Past Invoice Yes Creata a Debtors Invoice Print Invoice i Disbursement 5 Fost Invoice Involca seer No Import Job Customs Yes Toggle Cha
99. ived by email can be uploaded into Expedient Please note the file must be a CSV and must contain the following information in the order below to allow update House Bill Consignment Number Port Country Number Pieces Pack Type Goods Description Gross Weight FOB Value Address 1 10 Address 2 11 Contact A A A TO ECI ENTRY Summary details of single or multiple exempt entry consignments can be sent to NZ Customs This option is available from the Import Job Registration screen Expedient will check if a Customs Entry already exists for the Job If there are no consignments for the job information for the ECI entry will be populated from the Job On adding a new ECI Entry for Sea Import Jobs Expedient can alert the User to the NZ Customs charge P 2 SYSTEM PROMPT a B 2S 3 ARE YOU SURE YOU WISH TO PAY NZ CUSTOMS 312 89 FOR THIS ENTRY TYPE Yes No 102 Import ECI Entry ECI Information Job No Entry Customs Response Document Type 932 Entry Status 842 Job Information Client Code Port of Loading Discharge Port House Bill Units Supplier Information Supplier Name BLAKE INDUSTRIES Address 1 16 DEMO LANE Address 2 CITY STATE 1234 Address 3 Address 4 Field Name Job No No of Consignments Status Entry Entry No Entry Date Document Type Entry Status QB expedient Status El Successful Entry No 77573777 Entry Date 22 01 2013
100. ivery Dockets e Miscellaneous For Information Only e Forwarding Pops up when users create or update a Job and the Forwarder Code is your own company and is set to yes for this Customer in the Customer Masterfile 17 Below is a screen shot of the Notes Screen Notes la Consol Job Accounting Delivery 1 Miscellaneous Forwarding Notification Check in out Update Notes against the Consol are available to view from Consol Notes References in the Options menu in the Job Registration screen The consol registration screen can also be accessed from the Options Menu Documents Available The purpose of this screen is for people that answer the phone can enter when documents are available to be picked up and the print can be sent through to the runner s tray to action When the Air Import Job is created for a House Bill and Master Bill that matches the Documents Available screen and the ONC field ORIGINAL then the Job Number will automatically populate in the Documents Available Screen Job No field The Document Pick Up Button allows the user to print the details that is shown in the Document Available Screen Please see below screenshot for your reference File View Options GMA Maint Help we E X a E 4 gt 8 Add Update Delete Find Browse Previous Next Document Pick up Documents Available Caller TEST CALLER NAME Doc No 12 Forwarder 12725 Q DEVTEST FORWARDER Total Charges Payable Client DEM
101. l Blank Origin Port This is the 5 letter ISO Origin Port Code Mandatory Blank Disch Port This is the 5 letter ISO Discharge Port Code Mandatory Sameas Destination Port if the Consol was imported from EDI otherwise Blank Destin Port This is the 5 letter ISO Destination Port Code Mandatory This defaults to match the Discharge Port Terminal Bond SEA Consols This is the Terminal the vessel will arrive at Optional Blank Code AIR This is the Bonded Warehouse that will store the air Populated consol on arrival by 1 Stop Vessel updates Voyage No This is the Vessel Voyage ID of the Vessel Optional Blank Ocean Cut This is the Date that the Ocean Bill was cut Mandatory Blank ETA Disch This is the estimated date of arrival at the Discharge Port Mandatory Same as ETA This is followed by the time Dest if the Consol was imported from EDI otherwise Blank ETA Dest This is the estimated date of arrival at the Destination Mandatory Blank Port This is followed by the time This can be populated by FSU Airline messages ATA Dest This is the actual date of arrival at the Destination Port Optional Blank This is followed by the time This can be populated by FSU Airline messages Unpack Depot This is the Depot where the unpacking happens Optional Blank EDI Rcv Date This is the Date that the EDI file was received Optional Blank Please Note This is only available if the Manifest EDI Module is turned on 53 Field Name Description Va
102. lank Forwarding Notification WIP Check In Out When Posted the notes will then show on the specific tab in the Notes Consol Job Accounting Delivery Miscellaneous Forwarding Notification WIP Check in out Time Date Note NOTE The Note Type defaults to Job Note in ADD Mode Job Type Select Air or Sea Mandatory Blank This section criteria is not applicable for Manual Entry Job Mode Select Import or Export Mandatory Blank This selection criteria is not applicable for Manual Entry Posted Indicates if the record has been Posted System N A Yes and No values Generated Read Only field NOTE You cannot UPDATE or DELETE a Posted Entry Posted Date The Date the record was Posted System N A Read Only field Generated Posted By The UserID that Posted the record System N A Read Only field Generated Internal Reference Number System Unique Generated when the record is Saved Generated Document Read Only field Number Created Date Date the record was created System Current Auto populates in ADD Mode Generated Date Read Only field Load Method for Job Numbers Load by Option to retrieve load the Job Numbers using the Transport Mandatory N A Transport Details from the Import Export Jobs Details When this method is selected it will show the details in the Transport Details Group NOTE ONLY looks at data in the last 180days that match the criteria entered Load by Option to retrieve load the Job Numbers using
103. lidation Default This is the Number of Packages across the consolidation Optional Blank This will appear red if this value doesn t total the number of packages against the jobs This is the Total Weight of the consolidation This will Mandatory Blank appear red if this value doesn t total the number of packages against the jobs Volume This is the Total Volume of the consolidation This will Mandatory Blank appear red if this value doesn t total the number of packages against the jobs This is the total number of 20 foot containers Optional Blank This is the total number of 40 foot containers Optional Blank Arrival Notice Delivery Order The options are located under the Notifications Toolbar The Arrival Notice gives the user the option to print the charges A Report Selection M Report Selection M Report Criteria Consol No House Bill Job Number Department Print Charges Print 5970137 TEST 3001100 VIS No Yes Report Progress i Stop 54 QB expedient PDF Viewer is now full screen Exit full screen Esc SUITE 102 AFCAB BUILDING TULLAMARINE VIC 3045 EXp ed ent PH 03 9938 9933 software FAX 03 9338 9636 DATE 05082014 FCX ARRIVAL NOTICE SUPPLIER OUR REF as 2700188 CUST REF o o CONSIGHEE CARGO AVAILABLE FROM DEMONSTRATION COMPANY 333 DESK STREET AUCKLAND 1234 NOTIFY PARTY CASH SALE ACCOUNT OCEAN VESSEL VOYAGE LLOYD S NO OCEAN
104. lier Invoice line for the unclassified part will automatically populate the Classification screen Delete any Codes information if this is not required to be stored permanently against the Part Classified By This shows the username of the user who classified the part Classified This indicates when the part was classified On Approved This shows the username of the user who approved the By classification Approved _ This indicates when the part classification was approved On Numeric Optional Optional Optional Optional Optional Optional Blank Blank Blank Blank Code Information entered for the Invoice Line System Generated System Generated Blank Once you have entered the relevant information click OK to classify all the parts where a Client Part Description and TLF Code have been entered 75 QB expedient If the Part appears several times in the invoice with the same Origin Country and Codes information the Part once classified will update all the Invoices lines for the same part Once you have classified all parts the system will display the following and return you to the Supplier Invoice Screen SYSTEM MESSAGE Use the Browse button to view and output to CSV all unclassified parts on the invoice in one screen BULK CLASSIFICATION USING THE UNCLASSIFIED ITEMS REPORT Expedient provides a quick method of quickly classified unclassified parts Use the Unclassified Parts op
105. livery Date field A Job Registration EXPEDIENT DEVELOPMENT File View Options Link Notifications Job Financials GMA Opt GMA Maint Add Update Delete Find Browse Previous Next ContSrch Cargo RJ J X A J Job Details Marks and Numbers Various Information Delivery Details Various Information Lodgement Date 02 10 2013 H4 Date of Clearance ha Del Docket Printed bra Depot Date MOIE ua Delivery Date 04 10 2013 ma Date Owner EFT hea Date Duty Paid kya EDI Manifest Received Date kya Auto Report Job Status EDI Sent Date 02 10 2013 4 11 19 Landed Cost Sales Person helens Q HELEN STAPELY 25 Field Name Date of Actual Delivery Time of Actual Delivery Dehire Date Quarantine Instruction Container Numbers Print Supplier Details Description This is the Date the goods are actually delivered This is the Time of the delivery This is the date in which the Empty Container is to be returned to the empty depot This Date is then inserted into the Container Details tab Dehire Date field against each container This is the AQIS Instructions These are the Container Numbers to be printed on the Delivery Docket from the Job This is a no entry field and for display purposes only Selecting No will not print any Supplier Information on the Delivery Docket 26 Default Blank VENTE Optional Optional Blank Blank Optional Optional Blank Mandatory Yes Mandat
106. ll allow you to load a CSV file that you have saved directly into this screen to the specified format When you have successfully loaded a CSV or TXT File you will receive this message e y y E SYSTEM MESSAGE 3 G invoice lines have been loaded and the Details Tab appears Client Supplier Information 2 You can email the Supplier Invoice using the CSV file format defined below You must ensure that you have added the email address first impinv lt yourdomain gt com au This will then allow you to email and load invoices see the file specification section below This is the external shipment number Mandatory Blank 65 O EXpedient Field Name Description Validation Default Valuation This is the Method of Valuation You can click on Mandatory MEMO a to look up the related Valuation Methods Currency Entry the Currency in which you received the Mandatory Blank Supplier Invoice in Exchange Rate This is the exchange rate used at the time of the Mandatory Supplier Invoice received if not NZD Inv Ref This is the exchange rate used at the time of the Mandatory Supplier Invoice received if not NZD Invoice Date This is the date the Supplier Invoice was created Mandatory if not NZD Lodge Date This is the Date of Lodgment to Customs N A Today Invoice Information No Invoice Lines This counts the number of Invoice lines either actual number entered in the Details Tab manually or from t
107. lts Number from Job Registration Screen Carrier Customer Code for the Carrier assigned to the Optional Defaults container at either the job level in the Delivery from Job Details tab or at container level in the Container Registration Delivery Details screen Delivery Details or Container Delivery Details Request Last This indicates the date the FCL Time Slot Request Optional System Sent was last sent If this column is blank the FCL Time Generated Slot Request has not been sent to a carrier Notes Add text here to appear in the PDF version of the Optional FCL Time Slot Request Toggle All This button allows all the containers with a carrier N A than matches the selected Request Carrier to be ticked in one action This button can also deselect all in one action Sample CSV Format FCL Time Slot Request Devtest Logistics Pty Ltd FCL Timeslot Notification CSV Date amp Time 03 07 2014 11 21 05 Line Branch Name JobNo Carrier Container Number ContainerType Container Description Delivery Type Vessel Name Voyage lD Lloyds Vessel Available Date Client Name Delivery Addr 1 Delivery Addr2 DeliverySuburb DeliveryState DeliveryZip DeliveryJobNote CarrierJobNote Carrier Instructions 1 Devtest Logistics Adelaide SE O6 CARRIERTEST CONT1 F 20 FLAT WITH COLLAPSIBLE ENDS ANLWYONG 057S GITTE MORTENSEN amp BEN HUBBARD SOCRESWELLST CAMPBELL ACT 2612 TEST CARRIER INSTRUCTIONS 2 Devtest Logistics Adelaide SE 06 CARRIERTEST CONT2 L 20 INTEGRAL REEF
108. mandatory If something is not valid the user will get an email from the system detailing what line produced the error and which column was at fault Please allow up to 30 minutes for file to 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 Please allow up to 30 minutes for file to process An email will be sent after load to the sender WARNING MESSAGE The following warning message is shown when the same Customer Supplier and Invoice Number is used on a different Job WARNING Invoice Number already exists for this Client and Supplier on the following Jobs Job Number Date of Registration 3000063 14 10 2008 Inter Country Transfer Expedient can be set to transfer supplier invoices between Australia and New Zealand sites of your company e The AU site will send a Shipper Invoice to NZ site when an EDN Entry is submitted and the destination country is NZ The NZ site can use the in the invoice number field to find the Invoice for matching House Bill The invoice will be identified as a transferred invoice by source C e The NZ site will send a Shipper Invoice to AU site when an Export Customs Entry is submitted and the destination country is AU The AU site can use the in the invoice number field to find the Invoice for matching House Bill The invoice will be identified as a transferred invoice by source C Load Import
109. minal Q ATA Dest 08 01 2015 ta 12 00 4 Unpack Depot Q Y Entered Consol Totals No Pkgs 25 Weight 2 00 Volume 2 000 No 20 OK No 40 OK EDI Rev Date ha H Job Information JobNo House Bill Consignee Name Shipper Code Pkgs Weight Volume No 20 s No 40 s Send Status Cargo Stat 1 2045603 DEMONSTRATION COMPANY 1 1 00 1 000 0 0 2 2045604 DEMONSTRATION COMPANY 1 1 00 1 000 0 0 5 No Pkgs 2 Weight 2 00 Volume 2 000 No 20 0 No 40 0 No HBs 2 l Customs SCR Information HBLs Prepared 0 2 Customs Submission Status Underbond Sent Double Click to view Job 1 of 2560 51 Expedient Field Name Description Validation Default Consol No This is the internal unique reference given to a N A N A consolidation Department This is the Department that is assigned to the Consol This Mandatory User s is a 3 letter code e g VIS Branch or Customer Branch Code Import Export Responsible Mode of Transport Office The branch is based off one of 2 rules The Branch in which is associated with the user adding the consol OR The Responsible Office branch assigned to the customer code within the Customer Masterfile The department code will initially default to the user s branch but after the customer code is entered if there is a valid Branch in the Responsible Branch field then the screen will change the department based on that value Responsible Office ADELAIDE Branch Please Note Option 2 must be
110. money billed and the total profit on each job The profit includes both Customs and Forwarding related accounts 59 Customs Job Registration Supplier Invoice and Customs Entry Process JOB REGISTRATION AND CUSTOMS ENTRY SUBMISSION PROCESS E CUSTOMS H Create CHA Suppler s Invoice Parts on Supple CUSTOMS megia Classified Classify CMR TLF Exist for Part in Expectant Paris CUSTOMS Create TLF E be CUSTOMS Creata amp Send CUSTOMS CUSTOMS e p TEAT EAE Create Cusions Craala Inform Customer to Nature Entry te kh Customs Erdry Cirstoms Customer available lor pickup oe Update andRe Band Enty CUSTOMS Create Pre J0b Supplier s E lotes hieman Print Delivery Docket Book Pickup Request with Carrier Creale amp Send Final Pay Duty to invoke lo customer customs of ba all of customer mm Optional Business Rule Driven 60 Expedient Creating a Pre Job Supplier s Invoice If you have not yet created a job but have the related Supplier Invoice you can create a Pre Job Supplier s Invoice This is accessed via menu Customs Clearance Tariff Class Pre Job Supplier Invoice or By clicking the 94 button or typing A will place the cursor in the input screen in Add Mode See below 2 Pre Job Supplier s Invoice POTA NZ File View Options Reports Reset Options GMA Maint Help a i
111. n the Container Details Tab on the Import Job If the Gross Weight exists then the Print check box will be automatically ticked The Tare Weight does not automatically populate and needs to be entered in manually by the user Selections Client Container No Type ISO Type ISO Description Net Weight Tare Weight Gross Weight Print 2FEETAL ABCD1234560 FCL 2 000 E 2FEETAL TEST1234567 FCL 10 000 3 000 Y General Notification This is a general notification that allows users to input data in the Job Notes Section in the Notification Tab Any information in this screen will print on the Notification 2 Notes Notification 1 WIP Check in out Consol Job Accounting Delivery Miscellaneous Forwarding Notes Date Time Note 04 10 2012 16 56 VESSEL CHANGE AS DISCUSSED Update Search Exit 40 QB Expedien Editing Notifications Expedient allows users to modify the data that prints out on each of the forms along with what wording appears on the notifications The below screen is accessed via the Administration Menu Company Details Generic Notifications Regist File View Options GMA Maint Help t X A B a Add Update Delete Find Browse Previous Next Nofitication Data Output Notification wesschg Customs Wessel Change Description ADVICE TO CLIENT WHERE VESSEL HAS CHANGED Form Used for_generic_notification Print Fields Job No Module CUSTOM A Cli
112. nd Browse Previous Next Post Job Event Multiple Job Event Creation Job Event Details Event Type 30SI 1 NO RECORD FOUND Doc No 2 Posted No Reference No TST MULTIPLE EVENTS Created Date 07 01 2015 11 Posted Date Created Time 15 56 19 Posted Time Created By petal Posted By Job Number Details Job Number Client Code Client Name 3045830 NCASSAL DEVTEST Client NCASSAL 3045832 AALBSHI DEVTEST Client AALBSHI Double click on row to open job Field Name Description Validation Default Job Event Details Group Event Type Select the zoom to access the list of Event Types The Mandatory Blank Event selected will then be applied against the Job Number listed in the Job Number Details Group once Posted Reference No Enter a Reference Number that is associated with the Optional Event selected This will then be applied against the Job Number listed in the Job Number Details Group once Posted Accept max 20 characters Internal Reference Number System Unique Generated when the record is Saved Generated Document Read Only field Number Created Date Date the record was created System Current Date Auto populates in ADD Mode Generated Read Only field Created Time Time the record was created System Current Time Auto populates in ADD Mode Generated Read Only field Created By UserID who created the record System Read Only field Generated Posted Indicates if the record has been Posted System Yes and No values Generated Read Only
113. nd Name that is pulled from the Supplier Invoice Screen This can be updated using the pull down option to Default Supplier if the part is supplied by many suppliers This is the Supplier Part Number that is pulled from the Supplier Invoice Screen Validation Mandatory Mandatory Mandatory Default Supplier Invoice Screen Supplier Invoice Screen Supplier Invoice Screen Field Name Part Description Client Part No Origin LastJob Description This is the Description of the Part If this part is not yet classified then UNCLASSIFIED PART will appear On Update this will clear and the correct Part Description can be added Use the a to search for Parts already stored for the Customer and Supplier combination or Requery in the zoom screen to find all Parts for the Customer regardless of Supplier Please note only the first 300 results will be shown Filter on a word or part number to improve the search results This is the Clients Part Number This is what the customer recognises This prints on Landed Costing This is the origin country for the Part This is the last job number the Part was used on Stand LastC This the Customs Value Amount Group Last Used This is the Product Group for the Part This is the date the Part Number was last used expedient Validation Default Mandatory Blank Mandatory Default to Supplier Part No on tab through if no Client Part No Is e
114. ng in to No Markup Masterfile AUD Yes in Chart of Accounts Masterfile Currency Can create Either a up to 3 Customs Foreign Charge or Currency Forwarding Invoices Charge 121 Field Name QB expedient Bill To Description Validation Default This is who you are billing Mandatory Job When charges are being prepared for the first time for a Registration job the bill to code is populated based on the following rules e Ifthe Broker Code on the Job Registration screen is null then the system populates Bill To Code as the Customer Code OTHERWISE e f your company is the Broker for the Job then the Bill To field will be populated with the client Customs Bill to Code in Customer Master File Importer Tab This will generally be the same code as the customer code If this field is null then the Bill to will default to the client OTHERWISE e f your company is not the Broker for the Job then the Bill To field will be populated with the client Forwarding Bill to Code in Customer Master File Importer Tab This will generally be the broker Please Note The below message indicates that you are acting as the Customs Broker but not the Forwarder hence you need to include only the Customs charges when billing the Customer Forw Charges Not Req d Cust Charges Req d but Not Created Expedient lookups the code in both the Forwarder and Broker Code field in the Job Registration
115. ng of the vessel Optional Blank Place Rect This is the place in which the vessel is received This is Optional Blank usually the same as the Load Port First Port This is the first port of call of the vessel Optional Vessels Masterfile Disc Port This is the Port in which the feeder vessel will be Optional Blank discharged at Dest Port This is the final destination of the vessel Optional Blank Bill Cut Date This is the Date of Valuation or Bill Cut Date Optional Blank First Arrival This is the date the vessel arrives at the First Port Optional First Arrival from Vessels Masterfile ETA Disch This is the Date the vessel is estimated to arrive at the Mandatory Vessel Discharge Port This is used by Customs to determine the Masterfile rate of duty if applicable This is followed by the ETA based on Discharge Time field Disch Port ETA Dest This is the Date the vessel is estimated to arrive at the Optional Vessel Destination Port This is followed by the ETA Destination Masterfile Time field This can be populated by FSU Airline messages based on Dest Port ATA Dest This is the Date the vessel actually arrives at the Optional Vessel Destination Port This is followed by the ATA Destination Masterfile Time field This can be populated by FSU Airline messages based on Dest Port Goods This is the description of the goods being shipped This is Optional Blank set to one line of goods within the Customs Module No Pkgs This is the number
116. ntered Optional Origin of the Part from the Supplier Invoice line if the Part is not duplicated with a different Origin country N A System generated Numeric Blank Value Optional Optional Blank N A System Generated 73 Field Name Description This is the Tariff List Code Use a to lookup the TLF Masterfile Menu Customs Clearance CMR TLF Maintenance This screen allows you to search on any number of fields for TLFs associated with the Client Code in the invoice See below AL Clients TLF Lookup Customer IOOO000000000000000K Supplier ALL SUPPLIERS TLF STATH BKTLF1 BKTLF2 Tariff Code 0101210010E 0101290023C 0101290023C Concession 109000D 109000D TLF Description PURE BRED THOROUGHBRED STALLIONS FOR RACE other than for racing thoroughbred mares amp fillies other than for racing thoroughbred mares 4 fillies Valid TLF Yes Yes Yes Validation Mandatory Default Blank POTCH 2005200009D BEOT1 2203002208 SAND 2505100000 BIOCI 2710125919B 2710G 2710195619E LUB 5 2710196210A HOILS 2710196429E CAIR 2853000019E ACETO 2914110010E ITW30 3209100928E EPAIN 3209100939L WHELA 3209101908F Cancel requery current POTATO CHIPS Yes BEER OTHER THAN CANS CONTAINING MORE THAN Yes SILICA SANDS AND QUARTZ SANDS Yes OTHER LIGHT PETROLEUM Yes Lubricating preparations greases and other solid lubric Yes LUBRICATING OIL EXCEEDING 5 LITRES Y
117. of packages being shipped Optional Blank Pkg Type This is the type of packages being shipped You can Optional Blank perform a lookup on this field by clicking Alia Package Type does not exist and you require a new one to be added then please contact your manager or GMA Support Weight This is the weight of the goods being shipped Optional Blank Weight Type This is the type of weight measurement Optional KG Volume This is the Volume of the Goods Optional Blank Volume Type _ This is the type of Volume Optional M3 Expedient Field Name Description Validation Default This is the Bill Type of the Shipment Possible Selections Optional Blank are Original Way Bill Express Non Negotiable Copy Select the drop down for these selections owenc None Frt P C This describes whether the Freight is Prepaid or Collect Optional Blank Shipping Co This field will appear where the import is sea freight This Optional Conditional is the Shipping Company associated with the job If the job Populated is linked to a Consol with a Shipping Company the field from the cannot be updated Otherwise the field is blank and can Consol if be updated the Consol has a Shipping Company Customs Value This is the Value that Customs will use to define the value Optional Blank of duty paid if applicable HB Currency This is the Currency in which the house bill has been cut Optional Blank under Forwarder This is the Forwarder w
118. ors for all Submissions and view the raw message Please see below screenshot for your reference File Options Maintenance Type Date Time Status Site ID 00009919 Application IMPENT Replace Rejected 05 06 2014 Interchange ID 122326 User Submitted michaell Replace Rejected 16 04 2014 0955 ER Job Number 2000407 Sub Number 1 Create 15 04 2014 1702 ER Message Type RR Customs Interchange ID 667 Date Sent 05 06 2014 pra Time Sent 1418 Unsolicited Flag Test Mode Y Lines 1 Status Date Msg Time Received Time Time Taken Response ER 05 06 2014 ya 1623 14 25 Min Code Error Advice Description Line No 488 Processing Port Not specified or invalid 16 699 Other Information Data ATF not specified or invalid 138 Client Code Not specified or invalid 110 Port of Discharge Not specified or invalid 111 Port of Loading Not specified or invalid 120 Supplier Code Not specified or invalid SET OVERRIDE This allows users override a Customs entry The purpose of this function is to Force a Successful return status This function only prevents the Failure of the entry in the event of a known calculation issue or other known missing item This override does not force the Customs system into generating a Delivery Order and will cause the Entry to route to the Customs Audit department for further investigation HEADER CODES This allows users to enter Authority or Other Information Item codes at the Customs Header level The system will display th
119. orter will be the Overseas Agent in the Consol and the Importer will be the Users Branch details 58 Forwarding Reports MASTER FORWARDING REPORT This report allows users to choose up to 9 different reports These reports are listed below Jobs by O S Agent Detail Jobs List by Client Detail Consol by O S Agent No HBLs Year by Year Volume Consignee Order Volume Country Order Volume Shipping Line Order Volume Shipping Line Summary Jobs Summary by O S Agent Import Jobs Summary by O S Agent Export Jobs Summary by Carrier Import Jobs Summary by Carrier Export NO HBLS YEAR BY YEAR This report shows the number of House Bills Import amp Export that have been created over a specific period of time and then looks back over the years at that specific date range For Example if you enter in 01 02 2015 to 01 03 2015 it will look at that date period in 2014 2013 2012 2011 etc GENERIC CONSOL CSV This report allows users to output consol level data into a spreadsheet This report consists of over 40 fields If your site has the Accounting Module then it also includes the amount of money billed and the total profit on each consol The profit includes both Customs and Forwarding related accounts GENERIC JOB CSV This report allows users to output job level data into a spreadsheet This report consists of over 40 fields If your site has the Accounting Module then it also includes the amount of
120. ory Yes Data Drawn from Data Drawn from Job Registration NORMAL NAME i A Division of Ross Feriber Job Registration Delivery Details Tab Deliver To or Container ABN 52 006 246 260 Unit 256 Delivery Details Jab Details Address Button 53 McCormack STREET PORT MELBOURNE VIC 3 ctions or Container Details Tel 03 9354 1111 Fac 03 9354 2222 Villa Oma aL CC Address Button Delivery Docket Seafreight FCL Carrier Instructions SOME NAME RING BOB AT DOOR B SOME STREET OTHERWISE CALL RECEPTION ON SOME STREET 2 06754 4444 ESSENDON VIC 3040 Carrier J GAFFNEY PTY LTD Client Name TEST ONLY CUSTOMER Wessel ANL WANGARATTA Client Ref CUWODB4398 Voyid 0275 Supplier BUSAK SHAMBAN PTE LTD Arrival Date 05 02 2011 Pieces goag M B L DLADJFALKJDFLADJ Weight 33 00 KG H BIL MASs030330300 Volume 950 00 Ma Our Ref 3000825 Pick Up From THE FORWARDER PTY LTD Good Desc DSLAFKJDSLFJDALK Delivery Job Mote Camer Job Mote FEL TEST44545 CONM38383553 A SEAL39393 15 00 11 05 11 11058711 0800 1205 11 SL DOORS CABIN DIDeS3800025 22 SELKJF4303 11 00 11 0511 110511 0800 120511 STND TRAILER 20 DD 12 00 17 05 11 30 05 71 1000 12 05 11 DROP TRAILER by oy AQIS ACTION Recenrved in Good Order Name CONTAINER WEIGHT DECLARATION Signed by us SCOTT CRAY Date 04 06 2011 aif conditions of camiage handling and storage and those of our sub
121. ou can click on the Classify Button in This will allow you to classify the part with the correct TLF Code See Classifying Parts Section in this document for more information An Unclassified Items report is available from the More Options menu in the Job Registration screen If the Part has a TLF that is no longer valid the TLF code will show in RED Classify the Part or update the Part Masterfile with a valid TLF This information is pulled from the Parts Masterfile If there is no country or Preference held for the Part these fields will default to the Origin Country and Preference in the Summary Tab These fields are no entry however if you wish to alter these values for this Supplier Invoice then click on the General Edit F6 Bitar This is the rate as advised nightly by NZ Customs This rate cannot be manually updated Mandatory This is the Purchase Order Number against the part number This is used for printing of various 69 TLF Masterfile Blank Calculated from Quantity x Unit Price if both are entered Parts TLF Masterfile Parts Masterfile or Summary Tab Country and Preference From NZ Customs Mandatory Blank Field Name Dump Value Cost Uplift Cost Uplift Entry Line Code String Code Information for the highlighted Part Number Description documents such as the Landed Costing This field is no entry however if you wish to enter a value then click on the L
122. pa o pa pa ba pa dient software This facility is available from the Link menu in the Job Registration screen The consol number field can be manually entered and saved into an existing job Link Consol Link Orders This facility links orders to consols and is used in Order Tracking Configuring Pop up Notes Expedient allows users to configure what type of notes to pop up at a customer level The following pop up notes can be configured via the Customer Masterfile Configuration Tab Delivery Notes each time a user clicks on the Delivery Tab in Add Update mode the Customer s Delivery Notes will pop up Job Registration Notes each time a user adds updates a Job the Customer s Job Registration Notes will pop up Customs Notes each time a user adds updates a Job and Broker Code is the Own Company the Customer s Customs Notes will pop up Customs Supplier Notes each time a user adds updates a Job the Customers Suppliers Customs Notes will pop up Forwarding Supplier Notes each time a user adds updates a Job the Customers Suppliers Forwarding Notes will pop up 16 QB Expedient Accounting Module only e Prepare Charges each time a user prepares charges the Customer s Invoice Notes will pop up General Debtor Creditor Importer Aviation Security Forwarder Bank Detail Configuration Import Job Registration Pop Up Delivery Details Delivery Notes Yes Add Update Job Job Regis
123. plementary unit Optional 84 Default Blank Blank Blank Field Name Levy Type TLF Type Concession Import Permit Required Description Duty Rates Code Information Amended Date Creating Parts Description This is the Levy Amount Incorrect Levy Amounts will be changed to the advised Customs Amount on clicking OK except where an Anti dumping Levy type is selected e g ANTI ANTM and ANTP This is the type of Levy This is the TLF Code Type This is the Concession Code This indicates that NZ Customs require an Import Permit with the Entry Submission This indicator is updated direct from NZ Customs This is the TLF Description These are the schemes and rates as notified by NZ Customs for the Tariff selected for the TLF This is the Code information held against the TLF if your site choses to store Codes and Permit against TLF as well as or instead of Parts This is the user who added the TLF or last updated the TLF This is the date the TLF was added or last updated There are 2 ways to add parts manually or via a download feature Load Parts from a File If you have a Parts File you can upload this file via menu Down Load Data Files gt Load Parts File or from the Supplier Invoice Options and from the Pre Job Supplier Invoice Options menu The format for the CSV file is configured in this screen Validation Optional Optional Optional Optional N A Mandatory N A
124. provides the ability to attach a batch of Supplier Invoices to a job The batch of Supplier Invoices can be loaded to the Job from the Job Registration screen and viewed in the Supplier Invoice screen This option is available from the More Options menu in Customs Job Registration om 7 More Options A Rail Tagging J fl Security Access Maint Landed Costing P ee TR Update Express Release F il Date TE Storag P p lag Copy Job Job Milestones E rwarder NSW Ca AU Unclassified Iterns Print Labels id Depot d p S Send EDI to Broker EDI History This option links one or more batches of Supplier Invoices to a Job The batches of Supplier Invoices are identified by Shipment Number 2 Load Suppliers Invoices EXPEDIENT DEVTEST oy a Add Update Delete Find Browse Previous Next Load Invoices Job Number 2051883 Posted No Doc No Shipment Number Result Reference of Invoices Enter Ship Reference Enter new document into form 81 On Add click in the Shipment Reference field to view the available Supplier Invoice batches Hit Enter in this screen to list all available batches or search on specific details Downloaded Invoices Shipment No Load Date No Lines Invoice Amt SHIPMENT1 10 04 2012 22 86573 33 SHIPMENT 10 04 2012 if 22097943 SHIPMENTS 10 04 2012 90 310572 27 Re Query Query has found
125. r Customer Code lt ZO0M gt The Cust Code field is optional If you have only the client reference number this option can be used as a quick way to search during a client enquiry Events This option provides the history of job in date descending order The list of events is available from the Options menu and from the toolbar button A Events alg x4 Type Description Date Time Reference User Manual IPRN INVOICE PRINTED 1359 SCOTT CRAVEN N FFRT RATE PREP FORWARDING 02 12 2011 1352 425077 SCOTT CRAVEN N IMDA IMD ADDING COMPILER 02 12 2011 1116 BRETT LORENSINI GMA N JOBU JOB UPDATE 02 12 2011 1116 BRETT LORENSINI GMA N IMDA IMD ADDING COMPILER 02 12 2011 1115 BRETT LORENSINI GMA N JOBU JOB UPDATE 01 12 2011 1220 SCOTT CRAVEN N FFRT RATE PREP FORWARDING 01 12 2011 1143 425077 SCOTT CRAVEN N FFRT RATE PREP FORWARDING 01 12 2011 1134 402794 SCOTT CRAVEN N FFRT RATE PREP FORWARDING 01 12 2011 1131 425077 SCOTT CRAVEN N FFRT RATE PREP FORWARDING 01 12 2011 1130 409278 SCOTT CRAVEN N JOBU JOB UPDATE 01 12 2011 1127 SCOTT CRAVEN N Delete Email Details Add 45 Expedient Multiple Job Event Creation This screen is available from the Sundry Module and allows the user to update a Single Event Type and associated Reference No against multiple Job Numbers in one action Please see below screenshot for your reference File View Options GMA Maint Help 2 X Q n q b 5 Add Update Delete Fi
126. re are 10 invoice lines in the file but the system detects a problem on line 5 only the first 4 lines will be loaded If errors are detected you will probably want to cancel the invoice you are adding fix the errors in the file and then start the load process again View Details The Import Log will display a summary of the details loaded Use to see more in depth information RULES e The Country of Origin if provided must be in two digit ISO format i e CN for China PREFERENCE if provided must be the same codes as used by New Zealand Customs e The file must contain one invoice line per file line e Quantity and Amount fields must contain only numbers or decimal point no dollar signs e The file must contain only ONE Supplier Invoice e Each Invoice line must be in the same currency e Case is not important the system will convert all values to Upper Case Email File Feature You can email the Supplier Invoice using the CSV file format Firstly ensure you have an email address setup to accept these files impinv lt yourdomain gt com au The file needs to be CSV format NOT Excel txt doc etc Only the specified fields can be used The order must be B Invoice Number Mandatory D Part Description Mandatory Mandatory Mandatory Optional l Order Number Optional The file needs to be CSV format NOT Excel txt or doc Only the specified fields can be used 78 QB expedient Columns A to F are
127. rges EVEN Apo Create a Yes Forwarding i i i repare Charges Final Invoice Registration Charges Screen Forwarding Rales _ Exist Ne Enter amp Save Charges Manually via Update Button Customs or ALL E Final Invoice Print Involge Check Invoice Details Past Involee 116 There are 3 ways to prepare charges MANUALLY ENTER CHARGES To use this option the user can simply click on the update button This will allow the user to input charges manually There is an option in Expedient to include Default Company Tariff Charge Codes based on Job Type and Job Class The company tariff is maintained in the Rates Module Forwarding Rates Rate Account Codes screen See the Rates Module User Manual for more information See below LL Charges Charges Bill To DEMCON Job No 7000049 House AUMELAS3001321 Description AUD Sub FXC Sub eat Once the user clicks the Update button based on the Rate Account Codes Screen the default Charge Codes populate wi Charges z Charges Bill To MELEN Q Forw Charges Created Cust Charges Not Req d Job No 7000049 House AUMELAS3001321 Cust Charges Not Req d Exchange Var Q Forw Charges Req d but Not Created 3 00 FXInv Type PP COLL Curr FXC Amount SS A 0 00 0 00 Exchange Var GST GST 0 00 Tot 0 00 Tot 0 00 Job Currencies us Local Amt AUD GST
128. riff Duties Levies are calculated 96 QB expedient e GST is calculated e Validation that the exchange rate is current for the date of submission or queuing of the entry If the exchange rates are not valid the user will be prompted to update exchange rates for all invoices associated with the entry If selected to update the user must then re prepare the entry and submit Note The Fee is not calculated at this time The Fees paid payable are calculated when the Customs Entry has returned from Customs The resulting total value is displayed in the Additional Information area of the Customs Entry screen PREPARE AND SUBMIT ENTRY This option lodges the Entry with Customs This function also is prompted on successful preparation of the Entry The Entry preparation process will activate in the event that the system determines the entry is not current This is determined from the Submission status having the following values e N Not Submitted e M Successful Modified or e W Awaiting Modified In the event the arrival date is too far in the future as determined by Customs this process will give the user the below options SYSTEM PROMPT ae WARNING Entry date is more than 1 days prior 2 to date of Import Send Anyway If the user selects Queue then the below screen will display allowing for the user to choose what day to send the Customs Entry to Customs t E E sigblock
129. s the carrier assigned at job level or container level FCL Time Slot Request Job No 5014787 Send Request to Carrier Request Format PDF 1234567890 y CARRIERTEST O EXpe dient Send CONT CONT2 CONTS Container Number Carrier 1234567890 1234567890 1234567890 Request Last Sent 03 07 2014 03 07 2014 Report Progress Toggle All Cancel Select the format to send the FCL Time Slot request Field Name Request Format Send Request to Carrier Description This is the Job Number that the FCL Time Slot request will be sent for Format Selection PDF XLS or CSV which can be edited in Excel This pull down list shows all the carriers that have been assigned to containers in the job either at job level or at container level Select from the list which carrier you are sending the FCL Time Slot request to Select to send the FCL Time Slot Request for the container on the line by clicking in the tick box This box is ticked if the carrier for the container matches the carrier the request will be sent to This box will be unticked if the carrier has already been sent the Time Slot request for the container 38 Validation Mandatory Mandatory Mandatory Optional Default Defaults from Job Registration Screen First carrier in the list Conditional software Field Name Description Validation Default Container This is the container registered to the Job Mandatory Defau
130. screen If the Broker Code Field is set to Own Company in the Customer Master File that is you are the company then Cust Charges Req d but Not Created will appear the same rule applies for the Forwarder Broker ELICUS aj See below for the Own Company flag in the Customer Masterfile Own Company Yes The below example shows that the forwarding charges are not required The Forwarder Code in the Registration is not your company that is Own Company is not set The Broker Code however is your company Forw Charges Not Req d Cust Charges Req d but Not Created 122 Field Name Exchange Var Job Currencies Expedient Description Validation Default This is the Exchange Variance indicator This allows users N A Customer to Enter a variance on the Exchange Rate when entering Masterfile charges in Foreign Currency but billing in AUD The calculation for invoicing when the Exchange Variance is set is AUD S FOREIGN AMT EXCHANGE RATE 1 Exchange Variance 100 This is the Job Number This is a no entry field and used for Mandatory Job display purposes only Registration This is the House Bill This is a no entry field and used for Mandatory Job display purposes only Registration The Expedient System allows users to invoice in up to 3 Mandatory Job Foreign Currencies For example you may enter USD and Registration EURO in the Job Currency Field see below Job Currenci
131. se of the problem allocating the file The file will be placed in a designated Rejected folder so that the file can be checked and attached to the correct Expedient Job Documents folder manually Print Labels This option is available from the More Options menu in the Job Registration screen Copy Job Once users have completed the Job Registration Creation process the copy job function can be utilised This is selected via the Options Toolbar More Options Copy Job This copies all of the job information to a new Job Number excluding any Notes Container Attachments and Charges except where the Job Type is LCL FAK then the F L Container Number Type Seal Number Cont Type and size will be copied to the new job This function will also notify the user if they would like to copy the Consol No over at the same time Container Search There will be occasions whereby users will need to find a job with a specific container From the Job Registration Screen select Options Find Jobs by Container This will then pop up a screen see below Prompt e das a ECES Search Container Details Container No 0 Available Date Required Date ox canes Enter Container No search criteria If the container number returns more than 1 job then the Registration Screen will display 1 of XX at the bottom of the screen 34 Document Screen This screen allows users to select which Documents are required and of t
132. sterfile is found in Menu Administration Supplier s Masterfile If this Supplier does not exist then you can add the Supplier from the Look up screen eee SUPPLIER CODES SEARC Code Supplier Name Customs Code 1234567890 TE 00710842W HELTES ASDF 12345678A TEST HELTE ASDFASDF1 TEST1 GGGG 00115014G vr Ok _ Cancel Add View Update Suppliers Masterfile Re Query Search All Query has found 4 supplier record s OVR This is the date the entry was Submitted Mandatory System Generated This is the Customers Customs ID from the Customer Mandatory Customer Masterfile Masterfile This is the Supplier Code from the Supplier s Masterfile Optional Supplier Masterfile 93 Delivery Authority Disc Port Header Codes Controlle d Area Value Custom NZD FOB Freight FOB Insurance Description This is the Delivery Authority code When you select the Zoom it displays a list of delivery codes This is the Discharge Port from the Job Registration screen The port will be updated when the job registration screen is updated except where the Entry has Submission Status Being Submitted or where the Entry screen is in Update mode for the Job If the entry has been submitted the status is changed as follows o from Successful to Successful Modified o from Queued to Not Submitted o from Awaiting Clearance to Awaiting Modified This is the weight from the Job Registration scre
133. that the mandatory columns are present in the file Expedient will also check that the job number provided is a valid job number 30 QB expedient The details of the file will be uploaded into the Update Required Dates Screen and can be further updated here before posting and updating the listed jobs Update Delivery Date Expedient allows users to batch update Jobs in which delivery dates are required The below screens allows many jobs to be updated at the same time Delivery Dates can be supplied for Air LCL and FCL jobs Individual containers can be selected to provide a Delivery Date using the amp zoom button in the Container column AL Update Delivery Date EXPEDIENT DEVELOPMENT o 8 dh A A amp Add Update Delete Find Browse Previous Next Update Delivery Dates Load Delivery Dates file Update Delivery Date Date 08 04 2013 m4 Doc No Posted Job Number Client Container Delivery Date Delivery Time Signatory Posted 3002344 3MAUS QJ No Cancel Insert Append Delete Enter a container number for the job or leave blank to update all containers delivery dates Enter new document into form OVR Once the user inputs the jobs and the Delivery Dates and the Signatory then Expedient will ask the following 8 SYSTEM PROMPT Do you Want To Update the Jobs Now If the user answers yes then Expedient will immediately update the job and return the following
134. tion in the Reports menu in the Supplier Invoice screen Report Selection 2 Job Number 3002536 Supplier Code 0 E Invoice Number ABCi Report Format Report Progress f Unclassified Parts Output to arch spool MENU 14243 out 11 Enter Supplier Code Criteria any character any character set When output as a CSV this report is in the same format required to loads Parts into Expedient A B C D E F G H 1 Customer Code Supplier Code Supplier Part Number Part Description Client Part Number TLF Country Code Preference 2 DEMCON BLAKIN ECLIAR ECLIAR 3 Add the missing details to the spreadsheet Then use Down Load Data Files gt Load Parts File to load the updated file back into Expedient to classify the parts in one action 76 Load File Feature You are able to load a CSV file or a text file from your desktop directly into the Supplier Invoice screen To use this feature Add the Supplier Invoice and then enter the job no Once you are in the Invoice No field you can click on the button that appears on the lower area of the screen The format for the CSV file is configured in this screen Select a pre existing template for the load file or create a new template The templates must include all the mandatory columns which are indicated with a in the name The columns can be in any order gt A dl Supplier Invoice Load Supplier Invoice Load File Location Col
135. tomer Masterfile The department code will initially default to the user s branch but after the customer code is entered if there is a valid Branch in the Responsible Branch field then the screen will change the department based on that value Responsible Office Auckland Office Please Note Option 2 is configured at Installation To have this reconfigured please contact Expedient Software Sales or Support The Department cannot be updated if there are invoices or journals for the Job to post or that have already been posted House Bill This is the House Bill of the shipment Optional Blank Master Bill This is the Master Bill of the shipment Optional Blank Extn Code This is the external reference for the job in your global Optional System system This may not be relevant at your site You can Generated update this field if your site permits it Field Name Cust Code Business Units Extn Code 2 Description This is the Consignee Once you enter data into this field two pop up windows will appear if this has been activated for this customer They are the Customs Notes and the Job Registration Notes against this Consignee You can perform a lookup on this field by clicking A PiPlease Note if The Customer s Credit Limit has been exceeded OR the Credit Limit is less than O in the Customer Masterfile an additional popup message will appear informing the user that the customer has Exceeded their credit A customer
136. tration Notes Yes Add Update Job Customs Notes Yes Add Update Job Customs Supplier Notes Yes Add Update Job Forwarding Supplier Notes Yes Export Air Job Registration Pop Up Add Update Job Job Registration Notes Yes Export Sea Job Registration Pop Up Add Update Job Job Registration Notes Yes _ Accounts Pop Up Prepare Charges Customer Invoice Notes Yes Create Invoice Customer Invoice Notes Yes Auto Delivery Date Update Auto update Import Delivery Date No Auto update 1 days after Clearance Auto Delivery Date Update On the occasion whereby you are not performing the delivery for customers but you want to complete the job to force a delivery date to be populated This would occur on occasions you have KPI set up with your customers or you have the Expedient Customer Web Portal The above configuration screen allows users to set the number of Days after clearance where the delivery date is to be populated Adding Job Notes Once you have created a job you can add various Notes to the Job This is available once a job is selected or created and resides in the Options Job Notes References These are made up of e Job Notes Prints on the Job Sheet and pops up when users create or update a Job and the Broker Code is your own company and is set to yes for this Customer in the Customer Masterfile e Accounting Notes For Information Only e Delivery Notes Prints on the Job Sheet Billing Sheet and Del
137. ts to Transport Event Event type EDOR Q EDOS RELEASED TO CONSIGNEE TRANSPORT Date amp Time fee a 13 39 Documents Sent by helens HELEN STAPELY Enter the Date and Time the Documents were sent to Transport Enter the details of when the Documents were sent to Transport and who sent them The fields will default to the current user and the current date and time and they can be updated On OK the event will be created against the Job displaying the container number as the reference Type Description Date Time Reference User Manual EDOR EDOS RELEASED TO CONSIGNEE TRANSPORT 15 03 2013 1339 MEUA8173696 HELEN STAPELY Y EDOR EDOS RELEASED TO CONSIGNEE TRANSPORT 15 03 2013 1339 BH717166 HELEN STAPELY Y The Container Management system will also be updated for each container on the job to show the Date the Documents were sent Documents to Transport 15 03 2013 xa 36 QB Expedient Customer Notes Use this option to view and add or update notes held in the Customer Masterfile Notifications Within the Job Registration Screen under the Notifications Toolbar there are a series of notifications that inform various parties about shipment information See below for a list of standard notifications that are available Notifications GMA Opt Gl Document Check Sheet Missing Documents i Transhipment Notification 1 Customs Vessel Change Job ETA Change Import Pre Alert Advice Acceptance of Liability FCL Time Slot Cont
138. umber in yourself otherwise if this screen is accessed via the Job registration screen the job number and associated information is automatically populated in Add Mode Field Name Description Validation Default Summary Tab Job No This is the Job Number in which you wish to create Mandatory Defaults from Job the Supplier Invoice for Registration Screen This is the client you wish to create the Supplier Mandatory Defaults from Job Invoice for Registration Screen This is the goods description from the Job Mandatory Defaults from Job Registration screen Registration Screen Supplier Mandatory This is the Supplier You can click on to look up the related suppliers for that Customer Code 64 Field Name Origin Preference Invoice No Serial No Expedient Description Validation Default This is the Origin Country stored against the Optional Supplier Supplier in the Supplier Masterfile Masterfile This is the Preference Rule stored against the Optional Supplier Supplier in the Supplier Masterfile Masterfile This is the Supplier Invoice Number Once this is Mandatory Blank input then the Details Tab appears allowing you to add the supplier invoice lines On Entering the Invoice Number Expedient will check that the Invoice Number does not already exist for the Client and Supplier combination To load the invoice data automatically you have 2 options 1 Click on the Load File button Load File This wi
139. umn No Field Mapping File contains column headings a Field Invoice No Part No Inv Quantity Amount Currency PO Number Country Preference Column 1 A 2 B 3 C 4 D 5 E 6 F 7 G 8 H Mandatory Fields Templates DEFAULT NEW TEMPLATE NAME Delete Save Load Progress Import Log Browse Start Import Stop Import View Details Tells the program to ignore the column headings within the file Field Name File Location Column Description User the Browse button to locate the file in your system This indicates where the column is found in the file Select from the pull down list This is the information contained in the column Select a Validation Mandatory Mandatory Mandatory column from the pull down list indicates that the column must be included in the file template 17 Default Field Name Description Validation Default Templates This is the list of available templates If you want to set up a Mandatory Default new template enter the name of the new template in the field below and Sae Use to remove unwanted templates You can then browse to the required CSV file and click on the button The file will then be read into the screen line by line If the program detects an error you will get a message explaining the problem however no further lines of the file will be processed after this error i e the
140. unt TER Country Preference Duty Rate P O Number Dump Value 1 BENZ1 la 100 00 1 000 LPA 1 000 LTR 1000 00 BENZ1 Qualifying j 0 00 2 BENZ 50 00 50 000 LPA 50 000 LTR 50 00 BENZ Qualifying i 0 00 3 MILU 10 00 1000 000 CEN 0 00 50MLC Qualifying y 0 00 4 PART TEST 12 00 12 000 NMB 2 00 DUMP Qualifying 0 00 5 WALLET 12 00 12 000 NMB 1 00 DUMP Qualifying 1 0 00 6 ANDROID 1 00 1 000 NMB 1 00 DUMP Qualifying y 0 00 7 BETA 0 00 0 000 NMB 0 00 DUMP Qualifying y 0 00 8 CUPCAKE 1 00 1 000 NMB 1 00 DUMP Qualifying j 0 00 9 DONUT 0 00 QUO es Qualifying E 0 00 10 ECLIAR 0 00 0 00 Qualifying j 0 00 Code Information Line No 1 Part No BENZ1 Tariff 2203002208 Description BENZ1 Type Code Description Data Required Cancel Insert Append Delete Enter Part Number F2 Delete Line F3 Insert Line F4 Copy Line PART TLF LPA 22030022083 BENZ1 BEER OTHER THAN CANS CONTAINING 2 5 AND LESS THAN 4 35 NZ ORIGIN _ eee 67 QB expedient Field Name Description Validation Default Part No This is the Part Number that appears on the Invoice This will be automatically populated if the Load File button was successful You can also click on the A button to list all Parts on file see Menu Customs Clearance Parts for Masterfile for that Client and Supplier combination See below zoom screen arts Lookup oa Customer DEMONSTRATION COMPANY Supplier BLAKE
141. very postcode will be displayed Deliv Job Note This is an additional line of Note Please note that the Optional Clients Delivery Address Screen also has 5 lines of Special Instructions that Print on the Delivery Docket This job note will print next to the address that is specific to this shipment Carrier This is the Carrier Code of the Shipment This information Optional Customer is automatically populated in Add Mode if a Delivery Masterfile Address exists for the Customer This information is based off the Clients Carrier found in the Customer Master File under the Administration Menu This screen can hold different carriers for AIR FCL LCL Parcel Post The AQIS classification for the postcode is displayed alongside Carrier Job Note This is a Carrier Job Note specific to this shipment Optional Blank Dehire Depot This is where the container will be returned too after ithas Optional Blank been unpacked Carrier This outlines General instructions for the Carrier that will Optional Blank Instructions appear on the FCL Time Slot Request Report Only CSV amp XLS Format 14 QB expedient CONTAINER DETAILS LOAD FILE You are able to load a CSV file from your desktop directly into the Container Details tab as long as the data conforms to the required format documented below To use this feature Register the Import Sea Job and click on the button that appears at the bottom of the Container Details tab You can then brows
142. w process diagram highlights the intended FCL Container Delivery and Returns CONTAINER MANAGEMENT PROCESS FCL FCL Container Deliveries Create Job Book Timeslot Assion FCL _ with Carrier eee x days prior to delivery FEL Timeslot Notification Delivery Docket Match with Delivery Diary Report req d date of today Recelve Carrier Delivery Listing Contin reee Sonnets to a FCL Container Returns delivered with ee A 2mm2mK K X Customer Carrier Pickup MIT Pickup Report Request Notification MT Ready Date is not null and Empty Pick up is null and JE Sontainer to rem lt atcustomer site for gt unpacking gt FCL Delivered Delivery Date is not null User informs Carrier of MT Ready Date FCL Delivered Demurage Mat Empty Container Return Notification Request Empty Pickup User updates Demurrage Exception Report aie tan MT Ready Date p po Customer amp Time Double Clicking on a Container record on the Job Registration Screen will open up the Container Record in the CMS Screen Job Details Container Details Marks and Numbers Various Dates Delivery Details Container No Type ISO Type Seal No Dehire Available FSCU1000009 FCL 2020 Delivered Storage Alt Addr Delivery Type DROP TRAILER DROP TRAILER Required Date Required Time Gross Wgt Nett Wgt Pcs 02 09 2011 02 09 2011 02 09 2011 12 00
143. ways go to the broker personnel set up to receive import notifications or all documents unless the broker is your own company then the document will default to be sent to the consignee personnel set up to receive import notifications or all documents You have the option to change the broker code to the consignee code in this screen if you wish to send the transhipment notification to the consignee instead of the broker or untick the send columns amp tick the send to self column to only send the document to yourself If both send amp send to self are unticked the document will not send Where no personnel are set up in the customers masterfile the document will default to send to you Events will be logged on the consol and job level The Job event will also list any email addresses that the document was sent to 6 Customs Container X ray Sea Only When sending the Customs Container X Ray document from the consol level through Notifications gt Customs Container X Ray you will be prompted to select the containers that are X ray held followed by another screen which will pop up showing the jobs attached to the selected containers The Customs Container X Ray document will always go to the consignee in each attached job and email addresses will default from any personnel set up in the customers masterfile to receive import notifications or all documents You have the option to untick the send columns amp send the

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