Expedient User Manual Automatic Reporting Module

Transcription

1 Expedient User Manual Automatic Reporting Module Volume 20 Gavin Millman & Associates Pty Ltd 281 Buckley Street Essendon VIC 3040 Phone Web

2 Table of Contents Automatic Reports...2 Auto Report Setup Search... 4 Consignment Status Reports... 5 SPECSTAT01 IMPORT SEA SHIPMENTS REPORT (ETA Diff from 1-Stop) (AU only)... 5 AIRIMPETAU AIR IMPORT JOBS ETA DESTINATION UPDATED... 5 SEAIMPETAU SEA IMPORT JOBS ETA DESTINATION UPDATED... 5 SPCSTAT01 IMPORT STATUS REPORT CSV... 6 SPCSTAT02 IMPORT STATUS REPORT CSV... 6 SPCSTAT03 IMPORT STATUS REPORT CSV... 6 SPCSTAT05 IMPORT STATUS REPORT (PDF with logo) (AU Only)... 7 SPCSTAT05E EXPORT STATUS REPORT (PDF)... 7 SPCSTAT06 IMPORT STATUS REPORT (excel)... 8 SPECINT01 INTERNAL BROKER STATUS REPORT (AU Only)... 8 SPECINT02 INTERNAL SEA CARGO COMPLIANCE REPORT (AU Only)... 9 CONSJOB01 - STATUS REPORT 1 (PDF with Logo)... 9 CONSJOB02 - STATUS REPORT 2 CSV (AU Only) CONSJOB04 EXPORT SHIPMENTS REPORT (PDF with logo) JOBSTAT01 IMPORT SHIPMENTS REPORT JOBSTAT02 JOBS LODGED AND NOT CLEAR (AU Only) JOBSTAT03 JOBS NOT LODGED (AU Only) JOBSTAT04 JOBS LODGED AND NOT PAID (AU Only) ONWATER IMPORT JOBS CURRENTLY ON WATER UNDAIRIMP UNDELIVERED AIR FREIGHT IMPORT SHIPMENTS UNDSEAIMP UNDELIVERED SEA FREIGHT IMPORT SHIPMENTS FIMPSHPORD - IMPORT SHIPMENT PURCHASE ORDERS WITH CHARGES DOCAVNOJOB DOCUMENTS AVAILABLE NO JOB (AU & NZ) GENIMPJOBS GENERIC IMPORT JOBS CSV GENEXPJOBS GENERIC EXPORT JOBS CSV GENEXPCONS GENERIC EXPORT CONSOLS CSV Depot Reports SEADEPOT01 SEA CARGO DEPOT NON RECEIPTED REPORT (AU Only) SEADEPOT02 SEA CARGO DEPOT NON REPORTED DEPOT REPORT (AU Only) SEADEPOT03 UNPACK STOCK SUMMARY REPORT (AU Only) Customs Reports EFTREP01 - EFT PAYMENTS REPORT PDF (2 = CSV) (AU Only) EFTREP03 - EFT PAYMENTS REPORT PDF (4 = CSV) (AU Only) MTHEFTREP1/MTHEFTREP2 MONTHLY EFT PAYMENTS REPORTS (1 = PDF, 2 = CSV) (AU Only) INVPERJOB (AU) / NZINVPERJB (NZ) SUPPLIERS INVOICE AND LINES REPORT PARTSTAT01 (AU) / NZPRTSTAT1 (NZ) PARTS STATUS REPORT EXPEDNCSVA (AU) / EXPEDNSCVN (NZ) EXPORT EDN LISTING PARTSTAT02 INVALID IMPORT TLF STATUS REPORT (AU Only) PARTSTAT03 INVALID EXPORT TLF STATUS REPORT (AU Only) LOAOVERIDE Lodgements without a valid Letter of Authority (AU Only)... 19

3 PARTANLYS Parts Analysis Report CSV (AU Only) PARTANLYSX Parts Analysis Report XLS (AU Only) PARTANLMTH Parts Analysis Monthly Report - CSV(AU Only) PARTANLMTX Parts Analysis Monthly Report XLS (AU Only) PARTEXPANL Export Part Analysis Monthly Report CSV (AU Only) MTHPARTDTY Parts Analysis Monthly Report (NZ Only) MTHPTCSVNZ Parts Analysis Monthly Report (NZ Only) PARTCLASSW Part Classified Report (AU Only) PARTCLASSM Monthly Part Classified Report (AU Only) PARTGENAU & PARTGENNZ Part List TLFSTAT01 Daily Unapproved TLFs in Entry (AU Only) PRODSTEW Tariff/Stat eligible for Product Stewardship (AU Only) NZCUSDEF Deferred Customs Duty Report (NZ Only) LODGEWK Entry Lodgement Weekly Report (AU Only) LODGEMTH Entry Lodgement Monthly Report (AU Only) ENTRYLINAU Entry Line Analysis Report (AU Only) ENTRYLINNZ Entry Line Analysis Report (NZ Only) Accounting Reports OVERLIMIT Customers Exceeding Credit Limit Missing Documents Reports MISSDOCS01 MISSING MANDATORY DOCUMENTS MISSDOCS02 MISSING MANDATORY DOCUMENTS MISSDOCS03 MISSING MANDATORY DOCUMENTS MISSLOA MISSING LETTER OF AUTHORITY EXPPERMPRT - Expiring Documents Report Air/Sea Cargo Reports MTHCMRACR CMR ACR STATUS REPORT by BRANCH (AU Only) QTRCMRACR CMR ACR STATUS REPORT by BRANCH (AU Only) MTHCMRSCR CMR SCR STATUS REPORT by BRANCH (AU Only) QTRCMRSCR CMR SCR STATUS REPORT by BRANCH (AU Only) ACREXCEPT ACR Exception Report (Branch) (AU Only) SCREXCEPT SCR Exception Report (Branch) (AU Only) UNBNDNOOUT ACR Underbond Missing House Outturn (AU Only) MBDCLNOUBD MAWB Underbond Missing HAWB Underbond (AU Only) INBOND Inventory Bond Report (AU Only) RACUNDERT - RACA UNDERTAKING (AU Only) AVISECREGD - AVIATION SECURITY REGULATED CLIENTS (AU Only) CLRINBOND EXPRESS ITEMS CLEAR, STILL IN BOND (AU Only) Supplier Masterfile Report AUDITSUP - AUTO AUDIT SUPPLIER REPORT Order Tracking Reports OTREP001 Order Tracking Report for OS Agents (Order Tracking Module) OTREP002 Order Tracking Report (Order Tracking Module) OTREP003 Order Tracking Report for Customer (Order Tracking Module) ORDREPORTX Order Header Status Report for Customer (Order Tracking Module) ORDPRDREPX Order Shipment Parts Containers Report (Order Tracking Module) Job Tracking Reports JTEXCRP - JOB TRACKING - EXCEPTIONS REPORT EXPJTEXCRP EXPORT JOB TRACKING - EXCEPTIONS REPORT Sales Reports SALESVISIT FOLLOW UP SALES VISIT REPORT (Accounting Module) MISSCLTCSV AND MISSCLTPDF SALES MISSING CLIENTS PRE-ALERT Reports PREALRTCSV List of Jobs for Pre-Alert PREALRTPDF List of Jobs for Pre-Alert Transport Provider Reports... 36

4 CAREDIEX1 NO RESPONSE FROM TRANSPORT PROVIDER (Transport Booking EDI Module) CAREDIEX2 NO BOOKING CONFIRMATION FROM TRANSPORT PROVIDER (Transport Booking EDI Module) CAREDIEX3 MISSING POD FROM TRANSPORT PROVIDER (Transport Booking EDI Module) User Configured Auto Report Report Log General Report Log Copy Report Send Report Now Send Report Now (To Yourself Only) Search Address Disclaimer Text... 42

5 AUTOMATIC REPORTS INTRODUCTION E Xpedient software allows users to setup reports which can be automatically ed periodically. Automatic Reports After you have logged in, click on the Automatic Reports Folder. Doing this will display the following Functions. Auto Report Setup The Auto Report Masterfile allows users to select from a list of pre-defined automatic reports. See below: 2

6 Field Name Description Validation Default Report Code This is the type of report that users wish to send. To select a valid report code click on lookup button to see the list of valid reports that are available. See below for list: Mandatory Blank Client Code Send on Monthly? DelIvery Method FTP Destination Directory This is the client code in which the report is to run for. Enter INTERNAL if the report is for internal use only This allows users to dictate what days the reports are to be generated This allows users to select a monthly report to run on a specified day of the month. This is how the report is to be delivered: The report will send an to the relevant parties using the details section of this screen FTP: The report will be sent to a directory on the Expedient Server. The root directory defaults to /usr/ftprobot. This can be changed by a Expedient Team Member only. This decides where the report is to be located within the Expedient Server. This defaults to /usr/ftprobot/ followed by the name within this field Optional Optional Optional Mandatory Conditional Blank Blank Blank Blank Blank Subject This is the subject on the that is to be sent with the report Mandatory Blank from This is the address in which the report will be sent from Mandatory Blank 3

7 Field Name Description Validation Default Report Criteria This allows users to define the criteria as prescribed by the report rules show on the screen once the report code has been entered. As shown below, the report code has returned 2 criteria, the Date of Arrival and the Department. The user can leave the number of days blank for all or select the number of days. The department code is to be either the individual department code or ALL. Users can use the lookup facility. Optional Blank Details (Conditional) Name Address This the name of the person that is to receive the . Optional Blank Clicking on the will perform a lookup of the Client Personnel Masterfile found in the Customer Masterfile. This is the address in which the report is to be sent to. Optional Blank Receive? This field indicates if the Contact currently receives the Autoreport Optional Blank Search Use the button to easily find recipients of reports. For example if a client contact no longer wants to receive Auto Reports use this toolbar button to find all the reports currently sent to the address and remove them from the recipient list. 4

8 Consignment Status Reports SPECSTAT01 IMPORT SEA SHIPMENTS REPORT (ETA Diff from 1-Stop) (AU only) Import Sea Shipments where the arrival date is in the last <User Defined> days and the shipments type is FCL or LCL (user defined). Report also highlights ETA Discrepancies from the original ETA as reported from 1-Stop. This highlights the ETA Changes that have taken place for the last 2 days only. Recommended that this report is set up as a daily report. AIRIMPETAU AIR IMPORT JOBS ETA DESTINATION UPDATED XLS Report listing Air Import Jobs where ETA Destination has changed or is greater than the user defined number of hours and ETA Destination is in the user defined number of days from today. The report can be run for a specified department or left blank for all departments. Client Code INTERNAL can be used to run the report for all client codes SEAIMPETAU SEA IMPORT JOBS ETA DESTINATION UPDATED XLS Report listing Sea Import Jobs where ETA Destination has changed or is greater than the user defined number of days and ETA Destination is in the user defined number of days from today. The report can be run for a specified department or left blank for all departments. Client Code INTERNAL can be used to run the report for all client codes 5

9 SPCSTAT01 IMPORT STATUS REPORT CSV Import Shipment Report Import Shipments with Arrival Date in the Last <user defined> days. SPCSTAT02 IMPORT STATUS REPORT CSV Import Sea Shipments where the arrival date is in the last <user defined> Days. SPCSTAT03 IMPORT STATUS REPORT CSV Import Sea Shipments where the arrival date is in the last <user defined> days. 6

10 SPCSTAT05 IMPORT STATUS REPORT (PDF with logo) (AU Only) Import Shipments where Date of Registration is in the last <user defined> days, Delivery Date is null or is in the last <user defined> days, and Job Type is <user defined>. The below column highlighted in red, is the latest job status against the job. This job status is updated by users in the Import job Registration Screen in Various information tab. SPCSTAT05E EXPORT STATUS REPORT (PDF) Export Shipments where Date of Registration is <user defined>, Departure Date in the last <user defined> and Job Department is <user defined> 7

11 SPCSTAT06 IMPORT STATUS REPORT (excel) Import Sea Shipments where arrivals date in the last <user defined> days. Please Note: Use Client Code INTERNAL for all Customers SPECINT01 INTERNAL BROKER STATUS REPORT (AU Only) Import Clearance Broker Report Broker Statistics for the last 7 days where the Message send to Customs was a CREATE Type and the Customs Response was OK. This report can be run as a Detailed and Summary Report. Use Client Code: INTERNAL for all customers. Please see below screenshots for your reference. Broker Stats Report - Detailed Broker Stats Report Summary 8

12 SPECINT02 INTERNAL SEA CARGO COMPLIANCE REPORT (AU Only) The Original Cargo Report has come back from Customs OK and the Message Date is in the last 8 days. Use Client Code: INTERNAL for all customers. CONSJOB01 - STATUS REPORT 1 (PDF with Logo) Import Shipment Report Jobs where arrival date in the last number of days <user defined> 9

13 CONSJOB02 - STATUS REPORT 2 CSV (AU Only) Import Shipments with the arrival date in the last <user defined> days CONSJOB04 EXPORT SHIPMENTS REPORT (PDF with logo) Export Shipments where departure date is null of departure date is in the next <User Defined> Days. 10

14 JOBSTAT01 IMPORT SHIPMENTS REPORT Import Clearance Shipments where the delivery date is in the last <user defined> days or the delivery date is null and the shipment type is Sea/Air/Parcel Post. JOBSTAT02 JOBS LODGED AND NOT CLEAR (AU Only) This is a CSV report listing customs jobs lodged with AU Customs that have not received a CLEAR status. The report can be run at Branch level for a specific client or all Clients (using client code INTERNAL ) JOBSTAT03 JOBS NOT LODGED (AU Only) This is a CSV report listing customs jobs where the Broker is an OWN company and the job has not yet been lodged with AU Customs. The report can be run at Branch level for a specific client or all Clients (using client code INTERNAL ) 11

15 JOBSTAT04 JOBS LODGED AND NOT PAID (AU Only) This is a CSV report listing customs jobs where the job has been lodged with AU Customs but payment has not been made. The report can be run at Branch level for a specific client or all Clients (using client code INTERNAL ) ONWATER IMPORT JOBS CURRENTLY ON WATER This is a CSV report listing import jobs where the Date of Departure is blank or within the last user defined number of days and the ETA at Destination is within the next user defined number of days. UNDAIRIMP UNDELIVERED AIR FREIGHT IMPORT SHIPMENTS This is an XLS report listing import air jobs where the Delivery Date is blank, or the delivery date for the job is within the user defined number of days and matching the selected destination port. UNDSEAIMP UNDELIVERED SEA FREIGHT IMPORT SHIPMENTS This is an XLS report listing import sea jobs at container level where the Delivery Date is blank on the job for LCL, or against the container for FCL or where the delivery date on the job for LCL is within a user defined number of days, or the delivery for the FCL container is within a user defined number of days and matching the selected destination port. 12

16 FIMPSHPORD - IMPORT SHIPMENT PURCHASE ORDERS WITH CHARGES This is an XLS report which lists Import Shipments with Purchase Orders from Suppliers Invoice details. It also includes charges where the final invoice was posted for the previous month. DOCAVNOJOB DOCUMENTS AVAILABLE NO JOB (AU & NZ) This automated report is used to ensure that the Documents are not forgotten. Report Format XLS Please see below screenshot for your reference. GENIMPJOBS GENERIC IMPORT JOBS CSV This is an automated version of the Import Freight Forwarding Report showing Jobs within the required Job Registration Date GENEXPJOBS GENERIC EXPORT JOBS CSV This is an automated version of the Export Freight Forwarding Report showing Jobs within the required Job Registration Date GENEXPCONS GENERIC EXPORT CONSOLS CSV This is an automated version of the Export Freight Forwarding Report showing Consols within the required Registration Date for Air, Sea or Both modes 13

17 Depot Reports SEADEPOT01 SEA CARGO DEPOT NON RECEIPTED REPORT (AU Only) Any Cargo that is due for Sea Cargo Depot that has not been receipted based on <user defined> Establishment ID. SEADEPOT02 SEA CARGO DEPOT NON REPORTED DEPOT REPORT (AU Only) Any Cargo that is due for Sea Cargo Depot that has not been reported on unpack report based on <user defined> Establishment ID. SEADEPOT03 UNPACK STOCK SUMMARY REPORT (AU Only) Any Cargo that has been checked in and not checked out report based on <user defined> date. 14

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19 Customs Reports EFTREP01 - EFT PAYMENTS REPORT PDF (2 = CSV) (AU Only) EFT Payments Report Import Clearances where the Customs Payment Date is in the Last <User Defined> Days. This report can be triggered to run straight after the ICS Customs EFT report is loaded into Expedient by ticking When EFT file is loaded? in the Automatic Reports Set up screen. EFTREP03 - EFT PAYMENTS REPORT PDF (4 = CSV) (AU Only) EFT Payments Report Import Clearances where the Customs Payment Date is in the Last <User Defined> Days. These reports will list all unique Purchase Order numbers on Supplier Invoices lines on the Entry MTHEFTREP1/MTHEFTREP2 MONTHLY EFT PAYMENTS REPORTS (1 = PDF, 2 = CSV) (AU Only) Monthly EFT Payments Report Import Clearances where the Customs Payment Date is in the Last Calendar Month from the report run date. 16

20 STDEFTREC1 / STDEFTREC2 EFT RECEIPT NUMBER REPORT (1 = PDF, 2 = CSV) (Au Only) EFT Payments Report MTHEFTREC1 / MTHEFTREC2 EFT RECEIPT NUMBER REPORT FOR PREVIOUS MONTH (1 = PDF, 2 = CSV) (Au Only) Monthly EFT Payments Report NOTE: The only difference between these 2 EFT Payment Reports is that they include 2 new columns; ICS Receipt Number and FMIS Receipt Number. 17

21 INVPERJOB (AU) / NZINVPERJB (NZ) SUPPLIERS INVOICE AND LINES REPORT Supplier s Invoice Report Previous Month s Import Clearances for a customer displaying the number of supplier s invoices and the number of invoice lines. PARTSTAT01 (AU) / NZPRTSTAT1 (NZ) PARTS STATUS REPORT Parts Status Report List of Parts Added, Updated or Deleted in the Last 7 Days based on a client and/or User Code Please Note: Use Internal Client Code for all customers. EXPEDNCSVA (AU) / EXPEDNSCVN (NZ) EXPORT EDN LISTING This CSV report lists EDNs submitted in the previous calendar month for the selected client code with the total FOB value and currency. PARTSTAT02 INVALID IMPORT TLF STATUS REPORT (AU Only) Invalid Import TLF Status Report List of all Import TLF s where Valid Import = N based on <user defined> date 18

22 PARTSTAT03 INVALID EXPORT TLF STATUS REPORT (AU Only) Invalid TLF Status Report List of all TLF s where Valid Export = N based on <user defined> date LOAOVERIDE Lodgements without a valid Letter of Authority (AU Only) A CSV report listing all Entries where a lodgement was made without a valid Letter of Authority for the Client/Supplier combination within a specified number of days since the report run date. This report shows all Users who override the requirement for a valid Letter of Authority at the time of submission. If a valid Letter of Authority has since been added to the Customer Documents tab in the Customer Masterfile the Entry will not be included. PARTANLYS Parts Analysis Report CSV (AU Only) A CSV report listing parts for the selected client within the Entry Creation Date range with full details of Part Duty PARTANLYSX Parts Analysis Report XLS (AU Only) AN XLS report listing parts for the selected client within the Entry Creation Date range with full details of Part Duty. 19

23 PARTANLMTH Parts Analysis Monthly Report - CSV(AU Only) A CSV report listing parts for the selected client where the Entry Creation Date was in the previous calendar month to the report run date with full details of Part Duty PARTANLMTX Parts Analysis Monthly Report XLS (AU Only) An XLS report listing parts for the selected client where the Entry Creation Date was in the previous calendar month to the report run date with full details of Part Duty PARTEXPANL Export Part Analysis Monthly Report CSV (AU Only) This is a CSV report listing parts for the selected client where the Export EDN was created in the previous calendar month to the report run date. The report can be run for all client using the client code INTERNAL. MTHPARTDTY Parts Analysis Monthly Report (NZ Only) This is an XLS report listing parts for the selected client where the Entry Creation Date was in the previous calendar month to the report run date with full details of Part Duty 20

24 MTHPTCSVNZ Parts Analysis Monthly Report (NZ Only) This is a CSV report listing parts for the selected client where the Entry Creation Date was in the previous calendar month to the report run date with full details of Part Duty PARTCLASSW Part Classified Report (AU Only) This is a CSV report listing parts classified within the last number of user defined days. The report will run for a specific client or all clients using the client code INTERNAL. This report shows Import and Export TLF classifications. PARTCLASSM Monthly Part Classified Report (AU Only) This is a CSV report listing parts classified in the last calendar month to the report run date. The report will run for a specific client or all clients using the client code INTERNAL. This report has the same format as automatic report PARTCLASSW. PARTGENAU & PARTGENNZ Part List This is an automated version of the manual Generic Parts CSV report. The report must be run for a specific client. Select a single supplier code or run the report for all suppliers. The output matches the manual version of this report in AU and NZ. TLFSTAT01 Daily Unapproved TLFs in Entry (AU Only) An XLS report listing Entries created the previous day with TLFs that have no approval name and/or date. This report can be run against a specific client code or against INTERNAL for all clients. This report should be run daily. 21

25 PRODSTEW Tariff/Stat eligible for Product Stewardship (AU Only) This CSV report lists the parts included in Entry Lodgments in the last user defined number of days with Tariff and Stat Combinations eligible for Product Stewardship. This report can be run for a specified client or for all clients using client code INTERNAL. NZCUSDEF Deferred Customs Duty Report (NZ Only) This is an XLS report listed Deferred Duty for Imports, Exports or Both for NZ Customs Entries with an Entry Date within a period of days from today. This report can be run against a specific client code or against INTERNAL for all clients. LODGEWK Entry Lodgement Weekly Report (AU Only) This is an XLS report listing Entries lodged in the last 7 days showing Supplier Invoice statistics and number of Parts Classified. This report can be run against a specific client code or against INTERNAL for all clients. The report criteria are Branch and Department. 22

26 LODGEMTH Entry Lodgement Monthly Report (AU Only) This is an XLS report listing Entries lodged in the previous calendar month showing Supplier Invoice statistics and number of Parts Classified. This report can be run against a specific client code or against INTERNAL for all clients. The report criteria are Branch and Department. ENTRYLINAU Entry Line Analysis Report (AU Only) This is a CSV report that lists Import Jobs by Entry Line within the selected Date of Registration date range and for the Tariff where this is specified for the report. This report must be run for a specific client ENTRYLINNZ Entry Line Analysis Report (NZ Only) This is a CSV report that lists Import Jobs by Entry Line within the selected Date of Registration date range and for the Tariff where this is specified for the report. This report must be run for a specific client PAIDREPORT - VFD/DUTY/DAWR PAID REPORT (AU Only) This is XLS report that lists the duty/gst/dawr paid/other tax made via import declaration. If Client Code = Internal, the report will generate for all clients. The following Report Criteria are available: Lodgment Date Job Type Department 23

27 Accounting Reports OVERLIMIT Customers Exceeding Credit Limit This CSV report lists active Debtors where the total of the final and disbursement invoice amounts exceed the agreed credit limit. The report includes a count of the final and disbursement invoices over the credit limit. Missing Documents Reports MISSDOCS01 MISSING MANDATORY DOCUMENTS Missing Documents Report FCL Import Shipments where not all Mandatory Documents have been received based on a date range and Department MISSDOCS02 MISSING MANDATORY DOCUMENTS Missing Documents Report ALL Import Shipments where not all Mandatory Documents have been received based on an ETA Destination date range and Department MISSDOCS03 MISSING MANDATORY DOCUMENTS Missing Documents Report Sea Import Shipments where not all Mandatory Documents have been received based on an ETA Destination date range for all departments 24

28 MISSLOA MISSING LETTER OF AUTHORITY Missing Letter of Authority - This XLS report will list all clients with jobs registered within a defined period of days, e.g. within the last two weeks, where the client does not have an unarchived Letter of Authority in the Documents tab in the Customer Masterfile and the Broker is an OWN company. Set the Client Code in the Autoreport set up screen to INTERNAL. EXPPERMPRT - Expiring Documents Report A CSV report listing Documents stored against clients that have expired in the last <user defined> days or will expire in the next <user defined> days. Select a single client or use INTERNAL to find expired/expiring documents for all clients. 25

29 Air/Sea Cargo Reports MTHCMRACR CMR ACR STATUS REPORT by BRANCH (AU Only) Air Cargo Shipments for the last month where the current status is <user defined> and the Port of Discharge is <user defined> Please Note: Use Client Code: INTERNAL for all customers Possible Cargo Status are: HELD CLEAR WITHDRAWN CONDCLEAR QTRCMRACR CMR ACR STATUS REPORT by BRANCH (AU Only) Air Cargo Shipments for the last Quarter where the current status is <user defined> and the Port of Discharge is <user defined> Please Note: Use Client Code: INTERNAL for all customers Possible Cargo Status are: HELD CLEAR WITHDRAWN CONDCLEAR MTHCMRSCR CMR SCR STATUS REPORT by BRANCH (AU Only) Sea Cargo Shipments for the last month where the current status is <user defined> and the Port of Discharge is <user defined> Please Note: Use Client Code: INTERNAL for all customers Possible Cargo Status are: HELD CLEAR WITHDRAWN CONDCLEAR 26

30 QTRCMRSCR CMR SCR STATUS REPORT by BRANCH (AU Only) Sea Cargo Shipments for the last Quarter where the current status is <user defined> and the Port of Discharge is <user defined> Please Note: Use Client Code: INTERNAL for all customers Possible Cargo Status are: HELD CLEAR WITHDRAWN CONDCLEAR ACREXCEPT ACR Exception Report (Branch) (AU Only) Air Cargo Submissions which are outstanding or submitted and unsuccessful. Find ACRs where the last EDI submission Status is either o Not Submitted (N) or, o Failed (F), or o In Progress (I), or o Being Submitted (B) The report can be run with a user defined date range for based on the Job ETA Discharge. The report will show the current EDI Status, EDI Submission Date if this is known and the last received error messages if this exists. SCREXCEPT SCR Exception Report (Branch) (AU Only) Sea Cargo Submissions which are outstanding or submitted and unsuccessful. Find SCRs where the last EDI submission Status is either o Not Submitted (N) or, o Failed (F), or o In Progress (I), or o Being Submitted (B) The report can be run with a user defined date range for based on the Job ETA Discharge. The report will show the current EDI Status, EDI Submission Date if this is known and the last received error messages if this exists. Please see below example of the report for your reference. 27

31 UNBNDNOOUT ACR Underbond Missing House Outturn (AU Only) The report will find all Air Cargo Report House Bills matching the criteria where a House Underbond Movement Request exists with Underbond Approval but no House Outturn exists for the House Bill, or the latest House Outturn is not Successful. The criteria available to run the report are Destination Port Code, ETA Destination in the last X days (default 14), and ETA Destination in the next X days (default 3). The report can be run for all clients using client code INTERNAL. 28

32 MBDCLNOUBD MAWB Underbond Missing HAWB Underbond (AU Only) The report will find all Air Cargo Report House Bills matching the criteria where a Master Underbond Movement Request for DCL exists without a House Underbond move request, or a successful House Underbond move request, for an ACR where the Destination Port is different to the Discharge Port. The criteria available to run the report are Discharge Port, Destination Port, and ETA Destination in the last X days (default 7). The report can be run for all clients using client code INTERNAL. INBOND Inventory Bond Report (AU Only) List of house bills for selected clients held in Bond Store. List house bills for client by branch and broker. The report can be run for all clients using client code INTERNAL. 29

33 RACUNDERT - RACA UNDERTAKING (AU Only) This report determines Active Shippers who have and have not been sent the RACA Undertaking Form and who has not been Security Cleared as a result of the Regulated Client Status = NO (Aviation Security Tab in the Customer Masterfile). Please see below example of the report for your reference. AVISECREGD - AVIATION SECURITY REGULATED CLIENTS (AU Only) This CSV report lists all Exporters who have a Regulated Client Status who have security undertaking that has expired or will expire in the next 90 days CLRINBOND EXPRESS ITEMS CLEAR, STILL IN BOND (AU Only) This automatic report is available to sites with the Express Functions Module. The CSV report lists House Bills on Express Consols which have Cargo Status CLEAR but are still in the CLEAR Bin Location in Bond. The report will also indicate which House Bills are on hold for collection. The report can be run for a specific Destination Port or left blank for all destinations. The report can be run for a specific client or client code INTERNAL for all clients 30

34 Supplier Masterfile Report AUDITSUP - AUTO AUDIT SUPPLIER REPORT This report is used for auditing purpose to list the Client/Supplier profile in Supplier Masterfile if either of the following data is missing in Supplier Masterfile. Supplier Name Street City State Zip/Postcode Customs Code/CCID The report can be run for a specific client or client code INTERNAL for all clients Order Tracking Reports OTREP001 Order Tracking Report for OS Agents (Order Tracking Module) Order Tracking Report based on Orders that are open relating to <user defined> Agent. OTREP002 Order Tracking Report (Order Tracking Module) Order Tracking Report based on Orders that are open. OTREP003 Order Tracking Report for Customer (Order Tracking Module) Order Tracking Report based on Orders that are open relating to <user defined> Customer. ORDREPORTX Order Header Status Report for Customer (Order Tracking Module) Order Tracking Report based on Orders and Containers (No Part Information) for all open order based on user defined rules (De-hire and Delivery Date). See below fields that are displayed on the Report: Order Ref Our Ref Additional Ref Supplier INCO Origin DISCH DESTN Order Acknow Prod Ready Req EXW Act EXW ETA Change Req in Store EST Date into Store Order on time Delivery Plant Shipping Line First Vessel First Voyage ID First Vessel ETD Job Vessel Job Voyage ID Container No 20/40 F/L Description Delivered Dehire Order Comments 31

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36 ORDPRDREPX Order Shipment Parts Containers Report (Order Tracking Module) Order Tracking Report based on Orders, Shipments, Parts and Containers for all open orders based on user defined rules (De-hire and Delivery Date). Similar to the above report which the inclusion of Parts. This report aims to allow customers to see which parts are in which container. See below fields that are displayed on the Report. Order Ref Our Ref Additional Ref Order Created By Part Number Part Description Ordered Quantity UOM Unit Price Currency Expected Cost Master Bill House Bill Shipped Quantity Supplier INCO Origin DISCH DESTN Order Acknow Prod Ready Req EXW Act EXW ETA Change Req in Store EST Date into Store Order on time Delivery Plant Shipping Line First Vessel First Voyage ID First Vessel ETD Job Vessel Job Voyage ID Container No 20/40 F/L Description Date of Clearance Available Storage Delivered Dehire Order Comments 33

37 Job Tracking Reports JTEXCRP - JOB TRACKING - EXCEPTIONS REPORT Job Tracking Job Exception where ETA is within a specified date range based on user defined Department and Job Status. EXPJTEXCRP EXPORT JOB TRACKING - EXCEPTIONS REPORT Export Job Tracking Job Exception report where ETD is within a specified date range based on user defined Department and Job Status. 34

38 Sales Reports SALESVISIT FOLLOW UP SALES VISIT REPORT (Accounting Module) Sales Follow up Report where follow up Date is due in the next <user defined> days and the sales person stored to make the next visit is <user defined> Use INTERNAL Client Code for ALL Customers. MISSCLTCSV AND MISSCLTPDF SALES MISSING CLIENTS This report identifies clients who have not registered any import or export jobs in the last month. Use INTERNAL Client Code for ALL Customers. The report sorts clients in branch then sales value order descending. PRE-ALERT Reports PREALRTCSV List of Jobs for Pre-Alert This report provides a list of jobs with the Date of Registration in the last <XXX> number of days for a specified port. This report can be run for a specific client or set to INTERNAL to list jobs for all clients. PREALRTPDF List of Jobs for Pre-Alert This report provides a PDF list of jobs with the Date of Registration in the last <XXX> number of days for a specified port. This report can be run for a specific client and sent direct to them. 35

39 Transport Provider Reports CAREDIEX1 NO RESPONSE FROM TRANSPORT PROVIDER (Transport Booking EDI Module) This report is based on import jobs where the EDI transport request has been sent to the Transport Provider in the Last <XX> days and no response has been received. Use Client Code: INTERNAL for all customers. CAREDIEX2 NO BOOKING CONFIRMATION FROM TRANSPORT PROVIDER (Transport Booking EDI Module) This report is based on import jobs where the EDI transport request has been sent to the Transport Provider in the Last <XX> days and no booking confirmation has been received. Use Client Code: INTERNAL for all customers. CAREDIEX3 MISSING POD FROM TRANSPORT PROVIDER (Transport Booking EDI Module) This report is based on import jobs where the EDI transport request has been sent to the Transport Provider but no POD has been confirmed by the Transport Provider 36

40 User Configured Auto Report This option provides the ability to build your own automatic reports for Import and Export Jobs allowing you to set the report criteria, the columns in the report output, the order of the columns and the column headings. Field Name Description Validation Default Report Option Select from the pull down list the information to be Mandatory Blank reported on Report Name Enter the name of the report. This will print as the report Mandatory Blank title Doc No This is the Expedient reference for the report N/A System Generated Format This is the output format Mandatory XLS Date Fields Report Only Select from the pull down list if the report should find jobs with the date defined number of days in the past from the report run date. For some dates you may be able to select jobs with the date in the future These tick boxes allow you to find exceptions e.g. list jobs with no delivery date. The tick boxes provide this option when no date range is selected Optional Optional Blank Blank 37

41 Field Name Description Validation Default Include Missing Event These tick boxes allow you to find jobs that fall with within the specified date range or are blank, e.g. you can list jobs with a delivery date within the date range or jobs with no delivery date. The tick boxes will switch to Include Missing when a date range is entered. The event fields allow you to narrow the search to specific events. Use the pull down list to select whether the event exists, does not exist or falls within a specified date range from the report run date. You can select to search on three events. Optional Optional Blank Blank The output tab controls which columns appear in the report, the order of the columns, how the columns are named and the sort order of the information. 38

42 Field Name Description Validation Default Reporting Branch This is the branch whose address will print at the top of the report Mandatory Branch of user setting up report Report Description This is a text that describes the report criteria. This will be printed at the top of the report. Optional Blank 39

43 Field Name Description Validation Default Column Click on the to zoom on the available columns and events associate with either the Import Job Registration or Export Job Registration screen. You must select at least one column. Optional Blank Select a field name in the Field Description list, an event code in the Event Selection list or a Milestone from the Milestone codes. The order of the columns down the list will match the output of the columns in the report from left to right. Column Label Use the buttons to adjust the order of the columns. Enter the Column Label to appear in the report. Your clients may have different terms to Expedient Mandatory Expedient Field Name Sort Define how you want the information in the report listed. Select from the pull down list the order to sort the information by. The sort option is not available for all columns Optional Blank 40

44 Field Name Description Validation Default Sort Direction Select whether the sort order is ascending or descending Mandatory Ascending The Output Advanced Features tab provides additional options for displaying the information in the report. The option to roll up container-related columns will display information for multiple containers on a job in the same row, rather than repeating the job information in a new row for each container on the same job. This option is not available if the delivery address for each container is required in the output. The Delivery/Schedule tab allows you to set when the report will run and the distribution list. Field Name Description Validation Default Schedule Weekdays Schedule Monthly Delivery Method Select which days the report will run Optional Blank Enter a day of the month if the report is to run monthly only Optional Blank Select if the report will be ed or sent via FTP Mandatory Blank Subject This is the title for the mail Mandatory Report Name Sender This is the name that will appear as the sender of the automatic report Mandatory System default automatic sender Recipients Enter the recipients for the ed report. The report will be listed in the Personnel Masterfile for the selected recipients Conditional: Mandatory for ed reports Blank Report Log This option allows you to view when the report was sent and who to. 41

45 General Report Log This option allows you to view when all User Configured reports were sent. Copy Report This option allows you to copy the report criteria, output and delivery set up on the screen to generate a new Report. This can be used to create a generic report that can be copied and changed slightly for different recipients. Send Report Now This option allows you to generate the report on the screen and send it to the report recipients now without waiting for the next scheduled generation. Send Report Now (To Yourself Only) This option allows you to generate the report on the screen and send it to yourself immediately. This is useful when testing new user configured autoreports before sending to the client. Search Address This option allows you to search all the user configured autoreports that are going to a specific address. This is useful if you want to change reports going to a specific address. Disclaimer Text The text with the Administration > Company Details Menu > Disclaimer Text screen can appear in the body of the automatic reports and user configured automatic reports sent out by from Expedient. If you would like this please raise a Support Ticket with us quoting System Option DISCLAIMER. 42