Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
This section is visible on TC voyages.
This small section gives you the most important details of the TC Out contract, as well as the option to change them. Click the icon to open the full TC contract drawer.
The voyage drawer is also split up in different sections; Vessel, Cargo List, Cargo (the Performance Cargo), Schedule, Profit/Loss Summary and Speed & Consumption.
For a TC voyage, the drawer has the Time Charter Contract section instead of the Cargo section.
On the left hand-side, we have the vessel name chip, which is clickable and will forward you to the linked Vessel drawer. The number is the reference number of the voyage, and to the left we have the status. The statuses are within a dropdown menu which you can change yourself:
To the right hand-side, we have the delete button, copy button (to duplicate the selected voyage), the compare voyages button, print voyage button, the voyage functions button, the expand button, the secondary actions button and the close button. These are also called the primary actions:
In this dropdown menu, you are able to do several actions:
Swap Vessel: you are able to swap the voyage onto another vessel. Read more here.
Edit Voyage Reference: you are able to change the voyage reference number on the given voyage. Read more: Change Voyage Reference Number/Voyage Number and Voyage Starting Year.
Convert To Template: you are able to convert the voyage to a template. Here you have two different options to choose between (unless they are disabled).
Print Statement of Account: you are able to print out the SoA report of the given voyage.
Open Preliminary Voyage: Opens a new tab and brings you to the special preliminary voyage that is created when the voyage is nominated.
Mark as Optional: you are able to mark the voyage as optional, meaning you can set the statuses 'Not declared', 'Declared' or 'Forfeited' on the performance cargo of the voyage. Read more here.
Audit Log: you are able to track every action inside, and regarding, this given voyage.
Attachment: you are able to upload/download the voyage attachments.
The details of a voyage can be edited in the Voyages module.
When you have located the voyage, click it and the details will show in a drawer or panel on the right hand side. Field values can be edited directly.
Edit estimates permissions
With the preference 'Share voyage' you can indicate if estimate voyages can be edited by anyone or only by the creator and administrators
If 'Share voyage' is set to true, estimate voyages and template voyages is editable by all users
If 'Share voyage' is set to false, estimate voyages and template voyages is editable only by the creator and administrators
Tiles show the key values like TCE, Days Total, Distance Total, Bunker Consumption, EEOI, Days In Port, of the voyage.
Conditional information:
TCE Excluding Offhire (only shown when there is at least one offhire day)
Offhire days (only shown when there is at least one offhire day)
TCE is calculated as: Contribution divided by Total Days of the Voyage
TCE Excl. Offhire is: Contribution divided by (Total Days of the Voyage - Total Days Offhire)
'TCE Excluding Offhire' will display the TC Equivalent using the remaining total days after excluding/subtracting the days offhire. As a result of dividing by a smaller number, it will always be a higher number than regular TCE.
Voyages on a time charter will have a "TC contract" section, while all other voyages will have a "Performance Cargo" section instead.
The summary section displays all cost/revenue items, including fuel consumption and price, related to either cargo, voyage, or port call. This breakdown displays different figures for Voyage Charter and Time Charter estimates.
As you start to invoice various items on the voyage, the exchange rates used for calculating profit loss values will be an average of the rate used in each invoice, should those currencies differ from the voyage currency. As such, the numbers on display in the Profit/Loss summary may change slightly throughout the voyage, but should be exact once the final invoice has been issued.
When the voyage drawer is open, selecting Open Full Screenexpands the panel and shows an additional section/panel summarising the profit/loss for this voyage.
The Vessel section will display some useful information about the vessel that is currently connected to the voyage. You can click on the icon to open up the vessel drawer if you seek more information on the vessel.
Speed Laden: Showing the speed for laden port calls if all port calls have the same speed. If port calls has different speeds this field will be disabled and the text will be: Multiple. Changing this value will update speed for all laden port calls.
Speed Ballast: Showing the speed for ballast port calls if all port calls have the same speed. If port calls has different speeds this field will be disabled and the text will be: Multiple. Changing this value will update speed for all ballast port calls.
Changing vessel in this section will change the voyage's and the connected cargoes' company and business unit to the selected vessel's.
When in a voyage drawer the analysis tab is available in the tab section. In this tab you will be presented with a graph to give you a visual view of the development of key values in the selected voyage.
The graph that is displayed represents the total days for the columns, and the TCE for the line. These values can be changed in the dropdown fields on the top left. The timeline shown will be from the preliminary snapshot is taken to the current date. If the voyage is closed, the last value will be the last time the voyage was changed instead of todays date.
Sections are used to show the most important information about a sub-item of the voyage. Some sections have an Openbutton to open the section's item in a new drawer.
To show the , click Analysisat the top of the panel. To show an overview bar chart, click Result Chartat the top of the panel.
Bunker stocks is a detailed representation of bunkers usage for each voyage. In this list you will find consumption, purchases and sells of bunkers on board for each port call.
The Bunker Stock list can be found in the Voyage drawer under the tab called Bunkers.
Each list starts with the opening balance of the stock. The opening balances displays the balance of the bunker stocks at the beginning of the voyage and are generated based on the previous fixed voyage. When creating voyage estimates the opening balances are generated based on the last fixed voyage on the vessel.
Opening balances can be updated on voyages with status Estimate or Unallocated to be able to do quick calculations. Once a voyage i fixed the opening balance will be recalculated based on the previous fixed voyage and will no longer be editable.
Opening balances are also editable on voyages where the voyage start date is fixed.
To edit an opening balance on voyages where this is enabled,
click on the opening balance row and a modal with the editable values will appear
edit the values
click Confirm to save your changes
It is possible to add additional opening balances for each bunker category on voyages that have the status Estimate or Unallocated and for voyages where the start date of the voyage is fixed.
To add an opening balance:
in bunker stocks list click on the Add Opening Balance button located above the bunker stock list for a given bunker category
enter the values
click Confirm to save the opening balance
Note that the button is only enabled if it is possible to add additional opening balances to the voyage.
The new opening balance will be added after the last existing opening balance in the list.
The "Schedule" section in the Voyage drawer shows three different sub-sections; Schedule, Edit Schedule and Routing.
This is a timeline of port calls on a voyage, in which the left side displays the ETA and ETD time- and dates, as well as Days Extra and Waiting Days, with the last two also having a hover/tooltip. On the right side displays the port calls, their reason for calls, Port Costs and Total Days, with also a tooltip on the last two here.
You can create, rearrange, delete and edit port calls directly from this section (click on the picture for better view):
When hovering the mouse over a port call in the schedule, a toolbar in the upper right will appear.
To change the order of port calls, simply hover over a port call to move it into place.
Within the Schedule section, you will find a checkbox for locking the update of voyage start date and Waiting Days. This checkbox is not visible while the voyage has status Estimate or Unallocated:
This list displays a more detailed view of all the port calls in the schedule (click on the picture for better view):
The first row, in yellow highlight, you can find the Port Call's Port Cost, Currency, Days L/D, Fix checkbox and Extra (days in port).
The next two rows, you can find the Cargo Port's Quantity, L/D Rate, Rule, Laytime Term, HC Rate, (HC) Currency, (HC) Measurement and HC Lumpsum checkbox.
All of these fields are editable. The cargo highlighted in blue in the Cargo List section will also have its port calls highlighted correspondingly in the Edit Schedule section, meaning, you are viewing the selected cargo's information.
Additional Hover Information:
This tooltip displays, per Port Call, the Counterpart, Quantity, HC Rate and Handling Cost for each of it's Cargo Ports. Again, with the selected cargo from the Cargo List section highlighted in blue.
TBA.
When you are in the analysis tab and you select a snapshot from the analysis chart the See Audit Log will be activated, and you may click this button to see the audit logs from the previous snapshot to the selected snapshot. This button is not activated for the first (Preliminary snapshot) as this has no previous snapshot to compare with.
The audit log in the analysis section will show audit logs between the selected Snapshot and the previous snapshot.
This tab shows a list of the cargoes and fixtures on the voyage.
The Cargoes list shows a list of all cargoes on the voyage. The list can be filtered on Port (the list displays the first Load- and Discharge Cargo Port, but the filter works any Load- and Discharge ports on the Cargo), Charterer and Commodity by using the quick-filters in the top right.
On the row at the bottom of the list, you can see the Total Amount of cargo quantity on this Voyage:
Adding fixtures can be done in the Cargo tab of the Voyage Drawer by selecting the Fixtures button and clicking the create icon above the list.
The tab allows you to create, edit and delete any fixtures on the voyage.
Counterpart (*)
Which cargoes to connect to the fixture (based on which Counterpart is chosen)
Disabled after connected to a fixture
Will override the connected cargoes' Counterpart
Fixture Reference (*)
Is a running number (from v7.13)
Only editable, cannot set it
CP Date
Disabled after connected to a fixture
Will override the connected cargoes' CP Date
CP Form
Lumpsum
Fixture Currency
Defaulted at the Voyage Currency
Disabled after connected to a fixture
Will override the connected cargoes' CP Date
(*) - required fields
Click on each tab below to read more about the different features:
You can see the Total Amount of all number fields, such as Cargo Quantity, Freight Rate and Freight Amount Currency, at the bottom of each table.
See the expanded/collapsed features below.
By clicking at the Create icon, you will be able to create a fixture containing cargoes of the same Counterpart.
The Cargoes list at the bottom is empty by default until you have chosen a Counterpart.
Selecting a Counterpart will show all cargoes connected to the Counterpart, allowing you to select the ones you want within the fixture.
The selector is also limited to the existing Counterparts on the voyage cargoes.
You are not able to create until you have selected a Counterpart and at least one cargo from the list at the bottom.
Note that these features act a bit different than on the Edit Fixture Modal!
Clicking the Edit icon will open up the Edit Fixture modal, where you can change fields and select more or de-select cargoes.
The cargoes list at the bottom has pre-selected cargoes of the Counterpart you want to edit, by default. All cargoes connected to the Counterpart selected will show up in the list, along with the pre-selected ones. This gives you the opportunity to either add more cargoes to, or remove from, the selected fixture.
Another feature is that you can override the Counterpart. Then this change will reflect on all the selected cargoes. The Counterpart selector is not limited this time around.
You will also be able to edit the Fixture Reference in this modal, which is a running number by default.
One fixture is equivalent to the blue area that wraps around the cargoes within it, and containing fields in the section header. Here is a list of them:
Counterpart
Fixture Reference
Fixture Date
Fixture Form
Total Quantity
sum of the cargoes' weight on a fixture
Total Freight Voyage Currency
sum of the cargoes' freight, plus the fixture lumpsum, on a fixture
the currency is for now always shown in Voyage Currency
The fixtures list has a separate button to collapse/expand the cargo list of all the fixtures with one click as shown below:
You can also collapse/expand each fixture by clicking on the blue header, or the arrow at the right-most.
To insert a port call before or after the port call you are editing, click the Create button and select Before or After. A window to create a new port call then pops up.
To edit a port call, click the Edit button.
To delete a port call, click the Delete button.
With this icon , you can either expand or collapse all of the port call items in the list (the list is expanded by default). You can also open and close the collapsable items, independent of each other, to view the detailed information.
All of the collapsible headers are displaying the Port Call Name, Reason for Call and Total Handling Cost (HC). Next to the last mentioned, there is an icon, which you can hover on to display additional information inside a tooltip:
Clicking the -icon will bring up a dropdown menu for choosing between creating a brand new Cargo, or a new Cargo from a CoA template.
By clicking the icon you can edit the columns shown in the list, rearrange the columns and even enable showing of some columns that are unchecked by default.
Clicking the icon will export the table to a spreadsheet-format, which can be opened in e.g. Excel or Numbers.
From the "Various Cost/Revenue" tab in the voyage drawer, you can view various cost/revenue from the voyage, cargoes on the voyage and Offhires on the voyage.
If there are either existing various cost/revenue on the Voyage's Cargoes or Offhires there will appear a filter on the top-right of the list where you can select which other types of various cost/revenue you want to be displayed in the list.
Variouses can also be filtered by the Currency filter on the top-right of the list .
The Searchbar can be used to search for Variouses in the list containing the entered search-text in the Description or/and Various Text.
From the "Related" tab in the voyage drawer, you can view the voyage related information Offhire, Laytime Calculation, and Bunker Transaction. Expand a section by clicking the arrow on the top right of each section to view a list of information. Click on an item in the list to go to the the corresponding drawer and view more information about the specific item.
Expand the section and click the pluss-sign to the top right of the list to create new item for the voyage.
More details about creating Offhires: Create Offhire.
More details about creating Laytime Calculations: Create Laytime Calculation.
Information about the tab "Organisational data"
In the Organisational data tab in the voyage drawer you can edit the following information:
Company and Business Unit
Pool
Responsible Charterer
Responsible Operator
Responsible Accountant
Claims Operator
Trade
To edit any field in the tab, click into the field and start typing. Then select the desired option. Field will automatically save when you click outside or use tab key to exit the field.
Company and Business Unit field is mandatory if the voyage status is NOT Estimate or Unallocated. When editing company and/or business unit, you will get a warning that alerts the user that the connected cargoes will also have their companies and business units changed.
When clicking the OK button, the company and/or business unit will be changed for the voyage and all the connected cargoes.
In the "Invoices" tab in the voyage drawer, you can efficiently see and manage the Pending Receivable/Payable document lines, as well as the Invoices connected to the voyage. The tab is only visible to voyages that do not have status "Estimate".
In the top right, you will find two buttons for printing the Owner and Charterer Statement. Below them, in the middle of the drawer, you will find a two or three-way toggle-button that allows you to switch between the receivable, payable and hire payable invoices (only if the vessel is on a TC In). Switching between these options will change both which pending document lines are displayed and the assembled invoices.
This section show you a list of all document lines that have not yet been assembled. Clicking on any of them allows you to edit some of the fields. Selecting one or more document lines will allow you to assemble them into a Document.
The invoice-section shows a list of all assembled invoices, or their line items. When in the toggle-button is set to Receivable or Payable, only the invoices connected to the voyage are shown. However, when set to Hire Payable, all invoices associated with the TC In contract are displayed, and an additional column for Voyage Reference is added that indicates the voyage(s) billed within each invoice.
Clicking on an invoice will open a Document drawer, showing more details and allowing you to print them.
In the top left corner of the section, you will find a "View Line Items" button. Clicking it will change between displaying the assembled documents and their data, and displaying each individual document line. This may be useful if you are looking for a specific item, but don't know in which document it was assembled. The line items list has filters specific to this mode. Clicking one of the document lines will open the Document it belongs to in a new drawer.
Use the filters to quickly narrow down your selection. Depending on whether you are in Receivable, Payable or Pending Payable mode, as well as Document or Line Items view, the available filters change.
Read more here: Invoices
This section is visible on Spot and CoA voyages.
To the left, a scrollable list of cargoes are presented as small, blue cards, showing you some select details about the cargo. This is meant to be a quick overview, to be able to differentiate between the different cargos. Clicking on a cargo will select it, and the Cargo-section to the right will update. The currently selected cargo is marked by a blue line on the left side of the card. Hovering over a cargo card will bring up the option to copy it, or open the cargo drawer. While a cargo drawer is open, you may click on any part of the card to open the cargo drawer for that cargo:
If the voyage is of type TC, a shortened list of cargo cards will be used, titled "Last Cargoes". Only the last 3 cargoes created will be displayed. To see the full list of all cargoes on the voyage, use the Cargo
A voyage can be converted to voyage template if certain requirements are met, these are listed below:
Can be converted to template:
Estimate Voyages
Unallocated Voyages
Cannot be converted to template:
Template Voyages
Allocated Voyages
Nominated Voyages
Operational Voyages
Operationally Closed Voyages
Closed Voyages
Invoiced Voyages
The voyage's type (TC, SPOT, COA) does not matter in regards to whether you're allowed to convert or not.
In order to convert a voyage to a template voyage one must open a voyage's drawer and click the secondary action menu in the top-right and select the "Convert to Template...' action.
After selecting the action you will get a confirmation popup modal which allows you to select to 'Create New CoA' and 'Create Unallocated Voyage' when converting to template. When clicking the 'Confirm' button, you will be brought to the template voyage's drawer.
Both optional buttons will be available.
None of the optional buttons will be available.
Both optional buttons will be available and the 'Create New CoA' button will be selected by default. If un-selecting this button, the template voyage will continue to use the old CoA instead of creating a new.
Only applicable for voyage statuses "Estimate", "Scheduled Unallocated" and "Scheduled Allocated".
Bunker prices can be changed from the Overview/Bunker tabs.
Click a row to edit bunker price
Edit the price for each bunker type in the modal
In the Speed and Consumption section in the voyage drawer you can update the various fields for consumption for a voyage. This section can be found in the Overview-tab in the voyage drawer.
In order to expand the section to see and edit the fields, click expandon the far right of the top right summary cards.
Once the expand icon is clicked the fields will be displayed like this example:
Note that if the field for Speed Laden or Speed Ballast is changed in the vessel section it will also affect the corresponding field in this section as well, and vice versa.
In the voyage drawer at the vessel section you will find a checkbox for setting "Last Voyage for Current CP". This checkbox is disabled when there is no TC In Contract registered.
From the voyage drawer actions it is possible to change the Voyage Reference Number or Voyage Number, depending on the voyage status.
When voyage status is Estimate, Unallocated or Allocated, it is possible to change the Voyage Reference Number.
When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number.
Clicking Edit Voyage Reference... or Edit Voyage Number... in the options meny opens a dialog box where the current values can be modified. In addition, the dialog box contains a field for changing the Voyage Start Year.
From the Voyage drawer it is possible to change the status of the voyage by using the status chip next to the reference no at the top of the drawer.
When changing status from estimate to Allocate, no modal will show. The same also happens from Estimate to Unallocated. You can check out the different requirements and validations below.
When changing status from Estimate to Nominated, the following modal will show:
If it's a TC voyage with missing Laycan on the TC, you will have to fill in the Laycan as well. Otherwise, you will get information at the bottom of the modal saying which cargoes does not have Laycans added, but you will be able to nominate.
As you can see, Company and Business Unit field is required. By default, what is selected on the voyage will display here, but you are free to change it. You can also add Responsible Charterer, Responsible Operator and Responsible Accountant, but these are not required.
The same also happens when changing from Allocated to Nominated.
The nominating process will also change the booking status of all of the cargoes on the voyage to 'Clean Fix'.
You can check out the different requirements and validations below.
There are also other "forward" status transitions, like:
Nominated -> Operational
Operational -> Operationally Closed
Operationally Closed -> Invoiced
Operationally Closed -> Closed
Invoiced -> Closed
Some customers sometimes prefers other names of the mentioned statuses.
E.g. "Operationally Closed" can be called "Sailed" or "Demurrage Checked".
When changing to these statuses, no modal will show.
When changing status from Allocated to Unallocated, the following modal will show:
You will be given the option to select a new Vessel and/or Ballast Port to change to, but not required for unallocating.
The same also happens when changing from Nominated to Estimate.
When changing to these statuses, no modal will show.
There are also other "backward" status transitions, like:
Operational -> Nominated
Operationally Closed -> Operational
Invoiced -> Operationally Closed
Closed -> Invoiced
Required Values Must Be Set:
For each cargo: charterer
For each cargo: commodity
-> This can be seen for most "forward" status transitions.
Vessel code must be changed from its default assigned value. Open Vessel "Internal Data" to set a new code.
-> This can be seen for most "forward" status transitions.
Warning
The ballast port on this voyage does not match the open position of this vessel. Do you want to <status> the voyage with the start date locked?
-> This can be seen for most "forward" status transitions.
Swap Vessel is a functionality that allows you to change the vessel of the voyage, regardless the status of the voyage. There are two ways to change the vessel; through the Vessel field under Voyage Overview, or through the secondary action 'Swap Vessel'.
For voyages with status Estimate or Unallocated, you can only swap the vessel of the voyage through the Vessel field found under Voyage Overview section:
This works as a normal dropdown menu, that views all available vessels for you to click and swap to.
For voyages with status Allocated or above, you can only swap the vessel of the voyage through the secondary action called 'Swap Vessel':
Followed by clicking the action, this modal will pop up:
In this modal, a vessel must be selected to be able to swap. By default, the vessel you are currently on is selected. Meaning, you are always able to actually click on the Swap button (for now). After the swap, you are able to see the new vessel either as the above mentioned Vessel field under Voyage Overview, or at the top of the Voyage drawer, left-most (clickable) chip:
| Document view | Document Lines view |
|---|---|
Clicking the button in the top right to create a new cargo on the voyage, either from an existing CoA template, or as a brand new cargo.
The cargo section allows you to directly change some of the fields of the selected cargo (performance cargo by default) from the Voyage drawer without having to open the Cargo drawer. If you are looking for more fields however, you will need to open the up Cargo drawer (clicking the icon will open the drawer):
Read about Swap Vessel !
Business Partner
Account
Currency
Currency
Voyage Reference (Hire Payable Only)
Cargo/Voyage Reference
Invoice Status
Port
Business Partner
A functionality to compare voyages' values to each other to get the best overview.
The comparison button can be found as a primary action in the Voyage drawer:
This will open a new page where you will be able to see a overview of the voyages to compare, copy the voyages you want to compare and/or open the Voyage drawer of the voyages:
For the initial release version of this tool, you'll be able to see and modify details on your vessel, cargo and voyage. Some fields may be greyed out, for the same reasons you might not be able to modify them in the voyage or cargo drawer normally.
In the top left you will find two buttons; Highlight Differences and Show Only Differences, which will enable or disable the respective features. By default, Highlight Differences is turned on.
The top header shows the voyage reference number, and a button to copy and remove the voyage from the comparison. Clicking on the voyage reference will open the voyage drawer. From here, you can make all the changes you are used to, and the comparison will update accordingly.
To the right of the rightmost voyage, you'll find a big grey button that when clicked, opens a dropdown menu. Here you can add an existing voyage to the comparison, or create a brand new one.
The Vessel section of the comparison allows you to choose and edit many values that can change your result. Want to see how another vessel would perform on a given voyage? How much difference will different speed orders or bunker prices make? Make a change, and see how it affects your result and TCE.
The Cargo section displays information about one cargo at a time. In the event your voyage has multiple cargos, click on the Reference dropdown to see and select another cargo.
The Cargo Ports row shows you the first load and discharge port for the cargo. If you have a longer schedule, hover over the row to see the entire schedule as a tooltip.
Changing any of the fields here behaves as if they were changed from the Cargo drawer. For instance, setting a high freight rate will automatically update the rule to Lumpsum, and the calculations are being carried out as such.
In the Voyage section, you are only able to set the start date of the voyage. Like the Cargo Ports row in the Cargo section, the Schedule row only shows two ports. Hovering your mouse over the row will bring up a tooltip showing the entire voyage schedule.
