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.
"Forward" Status Transitions:
From Estimate to Allocated
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.
From Estimate or Allocated to Nominated
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.
Other
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".
"Backward" Status Transitions:
From Nominated to Allocated
When changing to these statuses, no modal will show.
From Allocated to Unallocated
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.
From Unallocated to Estimate
When changing to these statuses, no modal will show.
Other
There are also other "backward" status transitions, like:
Operational -> Nominated
Operationally Closed -> Operational
Invoiced -> Operationally Closed
Closed -> Invoiced
Different Requirements and Validations:
Missing Fields
Required Values Must Be Set:
For each cargo: charterer
For each cargo: commodity
-> This can be seen for most "forward" status transitions.
Update the Vessel Code
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.
Change of Ballast Port
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.
