Expedient User Manual – NZ ustoms Module (Imports/Exports)

1 Expedient user Manual NZ Customs Module (Imports) Gavin Millman & Associates Pty Ltd 1/722 Mt. Alexander Road, Moonee Ponds, Victoria 3039 P: 03 9331 3944 W: Volume 7 Table of Contents Customs Clearance ..2 Job Registration Screen .. 3 Command Keys .. 3 Creating a Job .. 4 Container Details - Load File .. 14 PortConnect Interface .. 15 Link Consol .. 15 Link Consol/Link Orders .. 15 Configuring Pop-up Notes .. 15 Auto-Delivery Date Update .. 16 Adding Job Notes .. 16 Documents Available .. 17 Multiple Job Note Creation .. 17 Printing Work Sheets .. 21 Printing Billing Sheets .. 21 Delivery Dockets .. 22 Printing Delivery Dockets for a Consol .. 22 Printing Delivery Dockets for a Job .. 23 Update Required Date .. 27 Load Required Dates 29 Update Delivery Date .. 30 Load Delivery Dates File .. 31 Proof of Delivery Upload .. 32 Print Labels .. 32 Copy Job .. 32 Create Documents to Transport Event .. 33 Customer Notes.

2 33 Notifications .. 34 Container Time Slot Request .. 35 Container Weight Declaration .. 37 Editing Notifications .. 39 Changing Wording .. 40 Job Financials .. 41 Deleting a Job .. 43 Add/View Client Reference numbers .. 43 Find Jobs by Client Reference Number .. 44 Events .. 44 Multiple Job Event Creation .. 45 Missing Documents Notifications .. 47 Container Management System (CMS) Delivery and 47 Forwarding .. 49 Creating a Consol .. 49 Arrival Notice/Delivery Order .. 52 Container Manifest (Sea Only).. 56 eBACCA (Legacy Function) .. 56 Forwarding Reports .. 56 Master Forwarding Report .. 56 No. hbls year by year .. 56 Generic Consol CSV .. 57 Generic Job CSV .. 57 Document Management .. 57 Manually adding documents to the Documents tab .. 60 Document Options .. 62 Emailing from the Documents tab .. 62 Copying files out of the Document tab .. 63 Required Documents .. 63 import Jobs .. 63 import Consols .. 64 Document Packs .. 64 Supplier s Invoice.

3 66 Shortcut keys .. 77 Access a Supplier invoice .. 78 Toolbar Button .. 79 Add .. 79 Update .. 79 Delete .. 80 Find .. 81 Previous .. 81 Next .. 81 Job Notes .. 81 Load Parts File .. 81 Classify Parts .. 82 Bulk Classification using the Unclassified Parts report .. 88 Validate Invoices .. 90 import Declaration (Toolbar) .. 90 Job Documents .. 90 Load Invoice File (Available in Update Mode) .. 91 Load Invoices By Shipment (Available in Update Mode).. 93 Mass Update Mode (Available in Update Mode) .. 94 Common Values .. 95 Common Codes .. 95 Navigation Panel .. 96 Invoice Options .. 97 Copy Supplier Invoices .. 97 Delete Supplier Invoices .. 98 Line Filters .. 99 Show Unclassified Lines .. 99 Show Missing Required Data .. 99 Custom (Filter) Configuration .. 99 Line Field ACCESS (Update Mode) .. 101 Allow Full Access .. 101 Custom Configuration .. 101 Reset Options .. 101 Reset Current Line .. 102 Reset 102 Custom Configuration .. 102 import Declaration.

4 102 Shortcut Keys .. 133 Access an import Declaration .. 134 Toolbar Button .. 134 Add .. 134 Update .. 135 Delete .. 135 Find .. 136 Previous .. 136 Next .. 136 Job Notes .. 136 Supplier s Invoice(Toolbar) .. 137 137 Currencies .. 138 Validate .. 139 Submit .. 139 EDI History .. 141 Declaration .. 142 Delivery Order .. 143 Job Documents .. 144 Re-Prepare (Update Mode) .. 144 Auto-Apportion Charge (Menu Option) .. 144 TLF Masterfile .. 145 Part Masterfile .. 147 Load Parts from a File .. 147 Manual Parts Add .. 148 Archiving Parts .. 153 Update Delivery Date .. 154 Load Delivery Dates File .. 156 Landed Costing .. 157 Jobs Reports .. 161 Parts Reports .. 162 TLF Reports .. 162 Legacy Customs .. 162 Customs Notifications .. 163 Customs Reference Files .. 163 Appendix I - Overview of Expedient TSW Application .. 165 Overview of Expedient TSW Application .. 165 Message Format .. 165 TSW application developed in 165 Menu Options .. 166 Communicating with different agencies.

5 166 Training Videos .. 167 New Features in TSW Application .. 167 167 Validation Toolbar Button .. 168 168 Better visibility of submission information .. 169 Further Information .. 169 Appendix II - Expedient TSW import Declaration Overview .. 170 Release 21/06/18 - Customs Clearance (NZ) - TSW import Declaration .. 170 Expedient TSW import Declaration .. 170 Overview .. 170 The new fields required .. 170 Header Level: .. 170 Line Level: .. 171 Structure of TSW import Declaration .. 171 New feature in TSW import Declaration .. 172 Consolidated Status .. 172 Declaration Type .. 172 Multi-Job Entry .. 173 Message Type .. 173 Consolidation Type .. 173 Transaction Type .. 174 Queue Date .. 174 Override .. 174 Duty, Tax & Fees .. 174 Header level .. 174 Line value .. 175 Charges .. 175 175 Toolbar Button .. 176 Parties .. 176 Currencies .. 176 Validate .. 176 Re-prepare .. 176 Appendix III Supplier s Invoice Overview .. 177 Appendix IV Part Masterfile Modification (NZ).

6 186 Appendix IV TLF Masterfile Modification (NZ).. 189 Appendix VI Report Modification (NZ) .. 191 Screen: .. 191 import Declaration Screen: .. 191 Supplier's Invoice Screen: .. 191 export Declaration Screen: .. 191 Shipper's Invoice Screen: .. 191 Cargo Report export Screen: .. 191 Outward Cargo Report Screen: .. 191 Report Modification in Menu Options .. 191 Customs Clearance: .. 191 Air/Sea export Forwarding: .. 192 Legacy Reports: .. 192 Automatic Reports: .. 193 Appendix VI TSW Application Event (NZ) .. 194 Supplier's Invoice: .. 194 import Declaration: .. 194 Shipper's Invoice: .. 194 export Declaration: .. 194 Cargo Report export : .. 195 Outward Cargo Report: .. 195 Appendix VII GST on Low Value Goods changes (IM1) .. 196 Appendix VIII How to submit IPI to clear FAK Containers .. 197 2 INTRODUCTION Xpedient software contains the Customs Clearance and the import Forwarding Module . The Customs Function allows users to register shipments, lodge Customs Declaration, set up TLF, manage parts and prepare charges for customers.

7 Customs Clearance 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 Declaration. From the Job Registration screen, users are able to register a Job, Create Supplier s Invoice, and Create & Lodge Customs Declaration. E 3 Job Registration Screen Command Keys Most toolbar buttons can be accessed by a Keyboard Short Cut. See below for Short Cut Commands: Icon Shortcut Key A U D F B P N I S T K 4 Icon Shortcut Key M Ctrl-Tab Creating a Job When it is time for you to create a customs shipment, from the Main Menu select Customs Clearance> import Job Registration function By clicking the button or typing A will place the cursor in the input screen in Add Mode. 5 See below: Field Name Description Validation Default Job Type This is the type of Job in which you are creating. You can perform a lookup on this field by clicking:If a Job Type does not exist and you require a new one to be added, then please contact your manager or GMA Support Mandatory Blank 6 Field Name Description Validation Default Dept This is the Department that is assigned to the Job.

8 This is a 3 letter code AIS [Branch] [ import / export ] [Mode of Transport] The branch is based off one of 2 rules: 1. The Branch in which is associated with the user adding the job. OR 2. 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. 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. Mandatory user s Branch or Customer Code Responsible Office 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.

9 Code This is the external reference for the job in your global system. This may not be relevant at your site. You can update this field if your site permits it Optional System Generated 7 Field Name Description Validation Default Cust Code 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: Please Note: if The Customer s Credit Limit has been exceeded OR the Credit Limit is less than 0 in the Customer Masterfile, an additional popup message will appear informing the user that the customer has Exceeded their credit A customer must be set to Active in the Customer Masterfile to create a job. Mandatory Blank Business Units If Business Units exist against the Cust Code, then the Business Units field will be shown.

10 The Zoom attached to this field directs the user to the list of Business Units that have been added to the Customer Code. Conditional Blank Extn. Code 2 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 Optional System Generated Agn. Cln. This field will only appear if the Customer has been set up as an Interstate Agent in the Customer Masterfile 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 . Optional Blank 8 Field Name Description Validation Default Supplier This is the Supplier of the goods being shipped. This is linked to the consignee. You can perform a lookup on this field by clicking: Or you can perform a quick one letter search by typing in the first letter of the Supplier, : D<tab> will display the look up screen with all supplier s starting with the letter D The supplier profile can be access to view or update information using the button.