The System Settings module is available to all users with Administrator role under Setup -> System Settings, or directly through the gear icon in the top right corner of the screen.

You can then navigate to these tabs:

Overview

In this page, you are able to completely decide both the Label and the Field (or 'Object Path') of choice, that will show up on the new Invoice Template (PDF). There are now two new sections on the PDF that gives you selectable options; Selectable Fields Below Header section and Selectable Fields Below Document Lines section (click for better view):

Labels & Object Paths

In both sections, you can choose a Label name of your choice and then pick its corresponding Object Path field. E.g. Vessel (or 'Vessel Name') as Label, combined with the Object Path that leads to where the Vessel Name field is stored (= documentLines.voyage.vessel.vesselName).

Selectable Fields

In Selectable Fields Below Header section, can choose up to 8 pairs of labels and object paths, while up to 4 pairs in Selectable Fields Below Document Lines section. But it's completely up to you if you only want to display only the Label, or display only the Object Path. You can also choose the order, and on which row.

The last part, Object Path, needs to be selected in order for our API to register what field you have actually chosen to be shown on the invoice PDF. We can understand that the second part is a bit too technical for the average user, and it's not intended to remember the full path anyways, so we have added a pop-up (or modal) to help you navigate through the different fields to select from. Meanwhile, the Label field is a freetext field; you can write whatever you want, and erase with the Backspace key.

Non of these fields are required.

The Select Field Modal

You can open this modal by clicking on the input field itself (which is non-editable), or click on this icon:

Both options will open up this modal:

Below the title, you can see the word document, which represents the root object of the modal. Meaning, you can search for anything inside the document object, or select one of the fields when scrolling up and down. You will quickly see that each sub-object will open up a new list of new objects again, e.g. Account will open up the possibility to choose Account Code, Account Desc, etc. You can also search on the objects within document > account, or scroll. Most of the valuable data is likely under document > documentLines.

You can also clear the the input field by clicking on this icon:

The icon is not visible until you have chosen a path first.

PDF Previews

The blue area to the left of each sections illustrates ca. where on the PDF these fields will be shown. You can also read more about the invoice PDF itself here.

The Invoice Template Property

You can from the General tab now toggle between the new and the old Invoice Template (PDF). This can also be set up by Dataloy's developers internally:

Invoicing Preferences in Companies

Another part of VMS's new invoicing preferences settings can be found under Master Data -> Companies -> choose a company -> Invoicing Preferences: #invoicing-preferences-tab (from v.7.7 and up).

Overview

The settings on this page enable administrators to customize default behavior in VMS, e.g. Days extra in port controls the number of extra days automatically added to new port calls. Note that these system settings are applied globally to the environment, which means any change alters the functionality for all users (click for better view):

Breakdown of the available settings

• Share Voyage

  • When the setting is enabled, all estimate voyages may be edited by other users than the creator.

• Use cost from service orders

  • Allows automating the process of filling in port costs. If the option is enabled, the port cost will match the total amount among service orders linked to a port call.

• Use new invoice template

  • Allows you to choose between printing documents using the new invoice template, or the old one.

• Use port currency

  • Automatically sets the port cost currency to the local value. For example, a port call in Bergen will have the currency NOK.

• Auto post service orders - a group of settings

  • The system enforces automatic posting of documents that are created from a service order. For instance, if a service order contains multiple lines and the status of the service order changes to the specified status*, the related document lines will be combined into a posted document. This setting eliminates the need to manually select the service order document lines, assemble them into a document, and then post the document.

    • *Service order status - indicates the base status for enabling the auto-posting functionality. If a service order is changed to this status or higher, auto-posting will create documents for the existing linked document lines, and future lines.

    • Default payment term - specifies the default payment term used for auto-posted documents. Required for auto-posting to work.

    • Default baseline term - specifies the default baseline term used for auto-posted documents. Required for auto-posting to work.

• Days extra in port

  • This setting is used to specify the default number of days extra in port for each new port call.

• Percent extra at sea

  • Allows defining a value used to set percent extra at sea for each leg in the system.

• Previous port call count

  • Identifies the number of previous port call shown on each TC out voyage.