Topics from Patrick Li

1.	ISO Audit & Internal Audit

In order to ensure Expeditors can fulfill the ISO standard, we will
have an ISO Audit in 09/02 morning.  The audit will be around 2hours.
The auditors will cross check all staff whether we can understand our
company policy, procedure and mission statement or not. Auditors will
ask questions to everyone to make sure we follow and apply our company
policy properly in the daily operations. Patrick Li remind us to be
well prepared by reading the information in his email. If we have any
uncertainty, we can ask our supervisor any time.

Beside the ISO audit, we also have internal audit also. The objective
of internal audit is to guarantee all staffs perform our services
according to DLSOP, and the billing must be corrected and based on the
agreed scope and rate with the client. Fiona reminds us to answer
internal auditors carefully, and no need to add too much our own
opinion.

2) Declaration Team
The declaration team has promised to return the declaration documents
to account owner before the 14 days declaration deadline. Patrick Li
remind us that we should have a responsibility to cross check the
declaration forms when we receive its from our declaration team. The
account owner must make sure all declarations are correct.

3) Security ?Locked area

Patrick Li emphasized that the security is significant for our
department. Every store rooms must be closed and locked .The keys of
each room should be kept by the related operation staffs or
supervisors. If we need to open the rooms, we must ask the related
operation staffs to get the key.

4) 1 :760 rule

Regarding the international ocean shipment, sometimes we will apply
the revenue ton in billing. Traditionally, we will apply the following
calculation method:

a)	We will compare KG vs CBM to see which one is bigger.
b)	We will use the formula 1000kg = 1cbm , we need to convert the KG into CBM
c)	E.G.       There is a shipment 1100kg , 0.82CBM
              1100KG/10000KG = 1.1 CBM
1.1.	CBM compare with 0.82CBM , 1.1 is higher . 
This shipment is dense cargo and overweight.
d)	We will use 1.1 CBM as revenue ton , instead of 0.82CBM for billing calculation


According to our company policy, we should use 760KG = 1CBM to be a
formula for converting.

e.g. The same shipment 1100kg , CBM is 0.82 CBM

   We use new formula to convert: 1100kg/760kg =1.45
	
Under the 1:760 rule, we will use 1.45 to be revenue ton, instead of 1.1 .

We can use the 1:760 rule to protect our company?s interest with market norms. 

5) Electronics Terminal Receipt:

It is to replace the ?Dock Receipt? for ocean terminal, and will be
implemented from October , which will affect us for those who handle
container stuffing and help customer to move the container to
terminal. Before implementation, we should understand what will be the
change and how it will affect us. Patrick Li remind us to study the
detailed information sent by him.

6)Billing Accuracy 

There are 13 re-billed invoices in previous month. 6 invoices need to
be rebilled because of the wrong declaration , 2 invoices because of
the incorrect weight calibration charges , 1 invoice has been rebilled
for the incorrect trucking charges.
Patrick Li remind us to be more careful in the billing calculation.
 
7)Case Sharing :

Maggie has two cases want to share with us:

The case of Tsubo : There is a air shipment , the commercial documents
need to be revised. Our department operation staff has corrected the
commercial documents and passed the documents to air export
department. Air Export department has posted the correct documents to
EDOC. However, all of us have not noticed our customer where they can
find the updated documents. Our client ? Tsubo has used the old
version documents to the custom clearance. The cargo has been detained
by the custom and there was a penalty charges.

Maggie remind us to be detailed oriented, we should try to update the
latest detailed information to our client. Then, we can build up our
professional image and prevent many problems.

The case of MK : There was a damaged pallet delivered by Air export
department to our warehouse. Air Export department requested us to ask
the client whether they want to do the survey or not. The client
confirmed they did not want to do the survey.
However, later on the client did the formal claims application to EI.
The claim amount is huge. In this case , we have not the formal survey
report , therefore we may have not enough evidence to claim back the
airline.

Maggie remind us we should protect our company interest. Sometime, we
need to do a professional decision. If we face any case we do not know
how we should handle, we should report to our supervisor immediately.

louis...

Words and phrases contained in [brackets] represent possible
alternatives about which I couldn't be certain due to an incomplete
understanding of the possible meaning of the words being used.

Given the limits based on my lack of knowledge of some of the
terminology used in this business, here's my best effort:


Topics from Patrick Li


1)     ISO Audit & Internal Audit

In order to ensure that Expeditors can fulfill the ISO standard, we
will have an ISO Audit on the morning of 09/02 [09/02/05?]. The audit will
last around 2 hours.

The auditors will check all staff to see whether or not we understand
our company's policies, procedures and mission statement. Auditors will
question everyone to make sure we follow and apply our company policies
properly in the course of daily operations. Patrick Li reminds us to be
well prepared by reading the information in his email. If we have any
uncertainty, we can ask our supervisor at any time.

Besides the ISO audit, we will also have an internal audit. The
objective of the internal audit is to ensure that all staff perform
their services according to DLSOP, and that the billing is corrected
and based on the scope and rate agreed upon with the client. Fiona
reminds us to answer internal auditors carefully, without adding too
many of our own opinions.


2)     Declaration Team

The declaration team has promised to return the declaration documents
to the account owner [OR account owners] before the 14-day declaration
deadline. Patrick Li reminds us that we have a responsibility to cross
check [OR double check] the declaration forms when we receive them from
our declaration team. The account owner[s] must make sure all declarations
are correct.


3)     Security ? Locked areas

Patrick Li emphasized that security is significant for our department.
Every store room must be closed and locked. The keys for all rooms
should be kept by the appropriate operations staff or supervisors. If
we need to open the rooms, we must ask the appropriate operations staff
for the keys.

4)     The 1:760 rule

Regarding the international ocean shipment [Regarding international
ocean shipments?], sometimes we apply the revenue tonnage in billing.
Traditionally, we apply the following method of calculation:

- We compare KG vs CBM to see which one is bigger.
- We use the formula 1000KG = 1CBM to convert the KG into CBM
- E.G., there is a shipment 1100KG, 0.82CBM
  1100KG/10000KG = 1.1CBM
  Comparing 1.1CBM with 0.82CBM, 1.1 is higher. 
  This shipment is dense cargo and overweight.
- We use 1.1CBM as revenue tonnage, instead of 0.82CBM for billing
  calculation.

According to our company policy, we should use 760KG = 1CBM as the
formula for converting:

- E.G., for the same shipment 1100KG, 0.82CBM
- We use new formula to convert: 1100KG/760KG = 1.45CBM
- Under the 1:760 rule, we will use 1.45CBM to be the revenue tonnage,
  instead of 1.1CBM.

We will use the 1:760 rule to protect our company?s interests with
market norms. 


5)     Electronics Terminal Receipt

This will replace the "Dock Receipt" for the ocean terminal. It will
be implemented in October, and will affect those who handle container
stuffing and help customers to move the container to the terminal. 
Before implementation, we should understand what will change and how it
will affect us. Patrick Li reminds us to study the detailed information
that he sent.


6)     Billing Accuracy 

There were 13 re-billed invoices in the previous month: 6 invoices
needed to be re-billed because of a wrong declaration; 2 invoices
because of incorrect weight calibration charges; and 1 invoice was
re-billed because of incorrect trucking charges.
Patrick Li reminds us to be more careful in the billing calculations.
 

7)     Case Sharing

Maggie has two cases she wants to share with us:

The case of Tsubo: There is an air shipment and the commercial documents
need to be revised. Our department['s?] operation[s?] staff has corrected the
commercial documents and passed the documents to the Air Export
department. The Air Export department has posted the correct documents
to EDOC. However, not all of us have notified our customer[s?] as to where
they can find the updated documents. Our client, Tsubo, has used the old
version of the documents for Customs clearance. The cargo has been
detained by Customs and there were penalty charges.

Maggie reminds us to be detail oriented. We should try to provide the
latest detailed information to our client. Thereby we can build up our
professional image and prevent many problems.

The case of MK: There was a damaged pallet delivered by the Air Export
department to our warehouse. The Air Export department requested us to
ask the client whether they wanted to do the survey or not. The client
confirmed they did not want to do the survey. Later on, however, the 
client filed a formal claims application with EI.
The claim amount is huge. In this case, we don't have the formal survey
report. Therefore we may have not enough evidence to claim back the
airline [evidence to back the airline's claim?].

Maggie reminds us we should protect our company's interests. Sometimes,
we need to make a professional decision. If we face any case we do not
know how we should handle, we should report to our supervisor immediately.


Please do not rate this answer until you are satisfied that  
the answer cannot be improved upon by way of a dialog  
established through the "Request for Clarification" process. 
 
A user's guide on this topic is on skermit-ga's site, here: 
http://www.christopherwu.net/google_answers/answer_guide.html#how_clarify 
 
sublime1-ga

I'm sure a researcher can help.  This screams "not a native speaker!"

Two stars with no feedback (much less constructive criticism),
awarded 21 days after the Answer, is no way to earn the trust
of Researchers. It also makes it seem certain that this was,
in fact, homework, and not "meeting minutes".

I concur with my colleague sublime1-ga: this rating is wholly unfair. 

It seems this student received a poor grade and came back to punish
the researcher who did such a great job trying to help him.