Copying a Derivative

The copy function is useful for recurring derivative structures — for example, a monthly bunker hedge with the same counterpart — where re-entering all details from scratch would be inefficient.

How to Copy

1. In the Derivatives grid, locate the derivative to copy.

2. Select Copy from the row menu.

3. A new derivative is created immediately with status Draft and opens in the drawer.

4. Update the fields as needed — particularly the contract date and line period dates.

What Is and Is Not Copied

	What happens
✅ Copied	Derivative header fields (type, agreement type, counterpart, terms, package)
✅ Copied	All derivative lines (period dates, quantities, measurements)
✅ Copied	Commissions
❌ Not copied	Voyage allocations — all links to voyages are excluded
❌ Not copied	Status — the copy always starts as Draft

The new derivative has no voyage links. Voyages must be allocated to the lines manually after copying.