All pages
Powered by GitBook
Couldn't generate the PDF for 271 pages, generation stopped at 100.
Extend with 50 more pages.
1 of 100

VMS: Step-By-Step Guides

Vessels

Create VesselsCopy VesselFind VesselsVoyages & Port CallsSpeed & ConsumptionLoad & Discharge RatesInternal DataAIS & Weather ReportsAIS-subscriptionView Vessel Route from Previous Port to Next Port

Create Vessels

  1. Open the Vessels module in the Core menu in the top left corner.

  2. Click Create Vessel in the top right corner.

  3. Fill in all required fields listed below in the Create Vessel window.

Required fields:

  • Vessel Name

  • Vessel Type

  • Vessel Code*

*The Vessel Code field is only visible and required if you have ticked off the "Set vessel code" checkbox. If the checkbox is not ticked off, a Vessel Code will automatically be generated for you.

Copy Vessel

To copy any vessel, open the Vessel drawer and click the More button in the top right to bring up the menu.

Secondary Action Menu with Copy Vessel

Clicking Copy Vessel will open a Copy Vessel modal where you are prompted to enter a new name for the new copy.

Copy Vessel Modal

When you click Create, the data from the original Vessel will be copied over to the new Vessel, with a few exceptions.

Voyages & Port Calls

Voyages and Port Calls will not be copied to the new Vessel.

Main Vessel Description

IMO Number will not be copied to the new Vessel.

Internal Data

The internal data of the copied vessel will be given default values for some fields like company, business unit, vessel code and vessel class.

The vessel code will be set to the unique key value for the Vessel, used by the API.

Pool and Pool Earning Points will not be copied to the new Vessel.

Find Vessels

Depending on your access permissions the list of Vessels might not be visible.

Open the Vessels module in the Core Menu list on the top left corner.

There are several sorting and filtering options available for you to narrow down what you include in the list view, including a "My Vessels" filter that shows all the vessels of which the logged-in user is set as one of the following:

  • Master User

  • Responsible Accountant

  • Operator

  • Claims Operator

You can also Customise the columns of the Vessels list to add, reorder or hide columns. The columns Operator, Built, and Schedulable are hidden by default.

Vessels List Tabs

On top of the list, you may find three tabs: Operative, Archived, and Map. The two first tabs illustrate pre-sorted data based on the fleet exit date parameter. The Map includes an interactive map with the current vessels' location.

Moreover, filters found on the same line as the tabs, apply to both tables. If you switch between tabs, the filters will remain the same, facilitating navigation.

Operative

A click on the Operative tab will load a table, that contains only operable vessels. In other words, the vessels whose fleet exit date is either not set, or set in the future.

Archived

On the other hand, the Archived tab presents vessels whose fleet exit date is older than the current date (fleet exit date was in the past).

Voyages & Port Calls

In the "Voyages & Port Calls" section of the vessel drawer, you will find the most important information about a vessel and its voyages.

Vessel Details

The "Vessel Details" section shows some key data points about the vessel such as DWT, Cubic Capacity, Draft and more. Click Expandto show more details and contact information for the vessel.

Collasped Vessel Details section
Expanded Vessel Details section

Voyages

This is a list of voyages on the opened vessel sorted by newest first. Clicking the icon will bring up a modal to customize which columns are visible. If there is an ongoing voyage in the list, it is indicated with a blue marker on the left side.

The ongoing voyage (5) is marked by the solid deep blue bar on the left, while the selected voyage (6) is highlighted in blue.

Below, you will find a list of either Port Calls or Bunkers, and a button to toggle between the two different views.

Port Calls

While in Port Call view, clicking on a voyage row will list all port calls of the selected voyage, as well as the port calls from the previous and next voyage, if they exist. The port calls from the previous and next voyage will be in a slightly lighter colour, such that it is possible to tell them apart. Clicking directly on the reference number of the voyage will open up the Voyage drawer.

Clicking on port calls in the list opens the corresponding port call's drawer where you can make can changes:

The Port Calls list will display up to 30 items, and includes a separate scrolling functionality. By hovering over each of the "headers" (such as Voyage, Port, Reason for Call, etc.), you can also see an sorting array which will make you able to sort that specific column in either an ascending (ASC) or descending (DESC) order.

Port Calls of the previous, selected, and next voyage

Bunkers

The Bunkers view removes the list in favour of up to three collapsible sections for the voyages. Similarly to the Port Calls view, clicking on a voyage row in the voyages list will select/open up the corresponding collapsible section, and fetch the data for the previous and next voyage:

Bunker consumption overview for the previous, selected, and next voyage.

The top band of the section displays 4 columns; the reference number of the voyage, Opening Balance, Consumption and Closing Balance. Each of the latter three will show amount and price for up to 4 different bunker types, depending on which bunkers are actually being used by the vessel.

On this voyage, only FO and LS MGO has been consumed, so the balances and consumption columns only displays information for FO and LS MGO.

Expanding the collapsible section will give you a table overview of each port, with reason for call, distance, speed etc., as well as a detailed breakdown of the bunkers consumed. Only the bunkers actually used will be displayed here.

On this voyage, only FO and LS MGO has been consumed, so the breakdown also only displays information for FO and LS MGO.

Resequence Voyages

The resequence feature enables re-ordering the list of voyages assigned to a vessel. To utilize the feature, click the icon in the top right of the voyages list. This will bring up the Resequence Voyages modal.

The user can now drag and drop the voyages to re-order them into the desired order. For example, the screenshot below illustrates voyage 7, which is being dragged down. It is expected that the item will have replaced voyage 6 after release:

Swapping voyage 6 and 7.

Any voyages that will have their sequence number changed, will have their previous old sequence number parenthesized.

Clicking the Resequence button will update the fleetplan.

Resequence Port Calls

Port calls can also be resequenced to a different position within the previous, current, or next voyage. To resequence a port call, click the resequence symbol in the top right corner of the port calls list. A popup modal will then show and the port call can be dragged and dropped in the desired position (see screenshot below). Note that only one port call can be moved at a time. Also, only port calls after the last Arrived, Berthed or Departed port call can be moved in the list:

Resequence the port calls

Main Vessel Description

This tab contains the main vessel information, such a Vessel Description, Dimensions, Miscellaneous Capacities, Machinery, Contact Details, Cargo Capacity & Loadline Information

All of the mentioned fields are optional to add into.

Vessel Description

Field
Description/Note

Vessel Type

DWT (Summer)

Deadweight in the summer

Built

Yard

Flag

IMO No.

Owner

Owner of the vessel (type Business Partner), available from v7.7

Scrubber Fitted

Open-loop

Dimensions

Field
Description/Note

Beam

LOA

LPP

Depth

Air Draft

Int'l GRT

Int'l NRT

Panama Net

Suez Net

Miscellaneous Capacities

Field
Description/Note

Capacity Fo

Fresh Water

Ballast Water

Constant Reduction

Machinery

Field
Description/Note

Main Engine

Aux Engine

Bow Thruster

Stern Thruster

Shaft Generator

Contact Details

Field
Description/Note

Call Signal

Phone Number

Deadweight in the summer

Fax Number

Mobile Phone

Email

Telex

Cargo Capacity

Field
Description/Note

Cubic Capacity

Deck Capacity

Bale Capacity

Gear

Holds/Hatches

Grabs Onboard

Loadline Information

For each Draft, DWT and Immersion, you can add/edit for Summer, Winter, Design, Fresh, Tropical, Tropical Fresh and Unit.

Speed & Consumption

  1. Open the Vessels module in the core menu in the top left corner.

  2. Find your selected vessel.

Access "Speed and Consumption" data in the top tab menu. This page provides tools for precise vessel consumption configuration:

  • Indicate the consumption of Boilers and Generator for Main and Auxiliary engines.

  • Overwrite the default consumption for a bunker category during Ballast or Laden passages.

  • Identify default Ballast and Laden speed and consumption.

  • Specify bunker categories used by the vessel.


Example of vessel configuration:

(Figure 1) Vessel speed and consumption configuration

Ballast and Laden Passages:

The top two cards identify Ballast and Laden speeds along with their corresponding fuel consumption for the selected vessel. These cards also allow specifying different consumption for any bunker category. This configuration will be used as default for all vessel's voyages, but may be adjusted for each voyage in the voyage module. A new passage configuration can be added by clicking the + icon. The added options will also be available in the voyage module for all vessel voyages. For example, the vessel in the screenshot from figure 1 has the following configuration:

  • Ballast

    • 8 MT/day @ 12 knots for any bunker category during, but the consumption for the bunker category LS MGO is 6 MT/day @ the same speed (selected). The figure 2 illustrates how the Ballast Passage speed and consumption is configured in the create modal.

  • Laden

    • On the other hand, there are two Laden consumption options for this vessel:

      • 1) 12 kn @ 9 MT/day of any bunker category and 7 MT/day of LS MGO @ 12 kn.;

      • 2) 13 kn @ 10 MT/day and 8 MT/day of LS MGO @ 13 kn. (selected)

      (Figure 2) Ballast Passage Speed configuration

Boilers Per Day and Generators Per Day

These sections specify the default parameters for extra consumption in port or at sea passages by the main and auxiliary engines. The defined consumption will be used for voyages created with this vessel but can be overridden for each voyage in the voyage module.

Bunker Categories

You can customize the default categories used by the vessel and determine the order in which the categories are utilized. Important Notice: Changes to vessel bunker categories will affect all vessel voyages. This means that unless the selected vessel categories align with the current voyage consumption data, consumption categories and emission calculations will change. Modify vessel bunker categories carefully, and keep in mind the linked voyages that will be subject to update.

For example, for an Open Loop Vessel it is allowed to use FO, FO LS, and LS MGO in North America. If the vessel has no specific configuration, Dataloy will prioritize FO as the first pick. However, this can be changed by specifying Vessel Bunker Categories, assigning LS MGO priority 1 and FO priority 2*. In this case, Dataloy VMS will compare the allowed categories in an area and select the highest priority matching vessel bunker category – in this scenario, LS MGO. In the event that the vessel is configured without a bunker category allowed in a specific area, the first priority bunker for that area will be used

The bunker category priorities can be changed via the 're-sequence' function, which is located in the top-right of the Bunker Categories section.

Air Emissions

Allows specifying Carbon Dioxide, Nitrogen Oxide, Particulate Matter, Sulfur Oxide, and Carbon Monoxide emission factors for bunker categories. The determined factors will be used during emission calculations for all vessel's voyages.

Load & Discharge Rates

The Load and Discharge rates section is an an overview of the load and discharge rates applicable for ports and terminals. It must not be mixed with the vessels' max load and discharge rates.

  1. Open the Vessels module.

  2. Open the vessel drawer

Vessel "Load & Discharge Rates" data can be accessed in the top tab menu. Details can be maintained directly from the table actions.

Load & Discharge Rates Tab

Manage Load And Discharge Rates

To manage load and discharge rates on a vessel for selected ports and terminals, navigate to the Load and Discharge Rate section of the Vessel drawer. Use the table in the tab to edit, delete or add a new rate.

Load and Discharge Rates Table

Actions

Create

In the table, click Add icon and fill in the fields

Edit

Click on a row to edit and use the modal to make changes.

Delete

Use the checkboxes to select the rows to delete. Click Delete iconand confirm.

Create and Edit Modal

Internal Data

  1. Open the Vessels module in the Master Data section.

  2. Open the Vessel drawer

Vessel Internal Data tab

Miscellaneous:

Here, you can set fields like Company and Business Unit, Bank Account Receivable, Master Account, Classification Society, specify the Ice Class (if classification society is selected), and Pool, as well as the Pool Earning Points. In this table, you can create, edit, and delete a Pool Earning Point:

Create/edit modal for Pool Earning Point.

AIS & Weather Reports

  1. Open the Vessels module in the Master Data section.

  2. Open the vessel drawer

Vessel "AIS Data and Weather Report" data can be accessed in the top tab menu.

For the tab to be enabled an AIS position has to be available.

AIS-subscription

How to enable or disable AIS-subscription

You can enable or disable the subscription to AIS-positions for a vessel.

  1. Open the Vessels module in the Master Data section.

  2. Open the vessel drawer

  3. If the vessel has an IMO-number, click on the icon in the top right.

A light grey icon indicates that the vessel has no IMO-number registered. A dark grey icon indicates that it is not subscribing to AIS-positions. A blue icon indicates that the vessel is subscribing to AIS-positions.

View Vessel Route from Previous Port to Next Port

In the vessel drawer on the top right side there is a small map displaying the vessels last known position. This position is retrieved from AIS-positions for vessels which are subscribing to this feature, for vessels which are not subscribing the latest position is retrieved from the latest position report entered in the system. In addition to this you can now view the route from Dataloy Distance Table from previous port to next port displayed in the same map. The route is the green line in the map.

Voyages

Voyage drawer

To open the voyage drawer, go to the Voyages module.

Summary

The top of the voyage drawer "Overview" tab has four summary cards for TCE, total days, hire costs, and bunker costs.

Note, If the status of the Voyage is closed, it is not possible to make any updates or changes to that particular Voyage.

Click expandto open detailed charts for the numbers in the summary.

Result

The "result" chart is a waterfall chart for costs and revenue on the voyage. Hover the mouse over the bars to see further details behind the calculation.

Days

The "days" chart has a timeline chart for the port calls on the voyage and a table of the total days on the voyage.

The port calls timeline shows the days at sea and days in port. It also shows the names of the ports above the bars. Hover the mouse over each bar to see more information.

Organisational Data

Here you may add organisational data to your voyage.

Note, The Company and Business Unit fields depend on each other. If one of the details is set, you may see linked items that correlate to the former attribute when selecting the second field. Moreover, if you proceed with an element not linked to the former attribute, the first field will be cleared.

* For example, there is Company A, which has a link to Business Unit A. When creating Voyage's organisational data, after selecting Company A and expanding the Business Unit, you will get a list of options. The list will contain all the Business Units, but Business Unit A will be marked as linked to the selected Company. Next, if linked Business Unit A is chosen, you will end up with Company A and Business unit A. Otherwise, if the selected Business Unit is not linked to the preferred Company, the Company field will get cleared, and you may observe a list of Companies related to the selected Business Unit.

Create New Voyages

Layout:

The Voyages module contains of a large list of different types of voyages; unallocated, estimate, allocated, nominated, etc. In this list, you can filter the voyages based on several key endpoints to effectively view the required information on your screen. There is a sort icon to the far right, with different options for sorting the list as well. You can read more here: Sorting and Filtering Lists.

Below you can click to read how to create different types of voyages:

Create Voyage ChartererCreate Time Charter OutCreate Voyage From Template

By default, the new voyages have Voyage Progress set to "Estimate" and Voyage Status set to "T".

Create Voyage Charterer

Creating a voyage charter is fast and easy. The minimum amount of details required is a vessel and a port for loading and discharging.

  1. Open the Voyages module from the menu on the left.

  2. On the top right corner, click the icon.

  3. Select Create Voyage Charterer.

  4. Fill in the details manually, or choose between using a CoA Template Cargo or an existing unallocated cargo as basis for the voyage.

  5. Click the Create-button.

Create Voyage Charter Modal

After choosing a vessel, the previous Port on the Vessel will be set as Ballast Port. This can be overridden by entering another Port, if no Ballast Port is set then the first Load Port will be used.

Using a CoA Template Cargo

To create the voyage using a CoA template as a basis, click the Use CoA Template Cargo button in the top of the modal. This will bring up another window, allowing you to select a template from a list of CoA templates. More details can be found here: Create Cargo From CoA Template.

Using a CoA template will give the voyage and cargo the same Company and Business Unit as the CoA.

Using an unallocated cargo

It is possible to create a new voyage and allocate an unallocated cargo by using the Use Unallocated Cargo button in the top of the modal. Clicking it will bring up another window with a list of unallocated cargos. Filter and search as needed, and select a cargo from the list.

After choosing a cargo, the create voyage modal will be automatically filled in with all the details from the cargo. Only the fields that are not coming from the cargo will remain editable.

Choosing an unallocated cargo
A cargo has been selected. Most fields have been filled in and made uneditable.

Cargo intake calculations

When entering Quantity, Volume or Stowage Factor, the modal will automatically calculate the corresponding value. Updating Quantity or Stowage Factor will update Volume, and updating Volume will update the Stowage Factor. Selecting a Commodity will default the Stowage Factor to that of the commodity.

If the optional preference SF_INTAKE_CALCULATION is enabled on your company's system, the behaviour of the modal is changed slightly.

  • Stowage factor will change from being System Volume Unit / System Weight Unit, to Cubic Feet / System Weight Unit

  • Updating Volume will update Cargo Quantity

  • If a vessel is selected, updating Stowage Factor will calculate the maximum amount of cargo the vessel can carry, restricted by vessel deadweight and cubic capacity.

Behaviour of the voyage modal when the optional preference SF_INTAKE_CALCULATION is enabled. A vessel with 71,500 CBM cubic capacity and deadweight of 61,000 MT is selected, and stowage factor is being changed.

Create Time Charter Out

Steps:

  1. Open the Voyages module from the menu on the left.

  2. On the top right corner, click the icon.

  3. Select Create Time Charter Out.

  4. In the modal, you can fill in the required fields and add any additional information about the new TC voyage.

  5. After you have filled in, you can click Create.

Required fields:

  • Vessel

  • Delivery Port

  • Redelivery Port

The modal:

Create Time Charterer Out modal

Features:

  • After choosing a vessel, you will now be able to choose a Ballast Port.

  • The modal is now draggable, making it easier to see the information "behind" the modal. Hover over the title or the top of the modal to activate it.

Create Voyage From Template

To efficiently create a voyage, and link them with CoAs, you can create voyage based on a CoA Template Voyages. The CoA Templates Voyage are the template voyages that are maintained in the Budgets module.

Steps:

  1. Open the Voyages module from the menu on the left.

  2. In the top right corner, click Create .

  3. Select Create Voyage From Template.

  4. In the modal, you can apply various filters to narrow down the selection. Clicking a CoA template voyage selects it. The new voyage will inherit the values from the template displayed in the modal, as well as the Company and Business Unit of the template.

  5. Click Create.

Modal for Creating a Voyage from a CoA Template

Create Voyage Without Cargo

There may be several reason for having a voyage without any cargo onboard the vessel. By using the Create Voyage Without Cargo option, you can for instance plan out repositioning of your vessels, or schedule dry docking.

Steps:

  1. Open the Voyages module from the menu on the left.

  2. On the top right corner, click the icon.

  3. Select Create Voyage Without Cargo.

  4. After you have filled in the required information, you can click Create.

Create Voyage Without Cargo Modal
Field
Required Fields
Note

Vessel

Yes

Ballast Port

No

If none is selected the selected Port will be used.

Port

Yes

Reason For Call

Yes

If Dry Dock is selected, an Offhire record will be created.

Port Cost

No

Only available if Reason For Call is set to Bunkering or Extra Port.

Days Extra In Port

No

Only available if Reason For Call is set to Bunkering or Extra Port.

Offhire Start Date

Yes (If enabled)

  • Only available if Reason For Call is set to Dry Dock.

  • Voyage Start Date will automatically be locked and set to the selected Offhire Start date.

Offhire End Date

Yes (If enabled)

  • Only available if Reason For Call is set to Dry Dock.

  • Must be after Offhire Start Date.

Find Voyages

Depending on your access permissions the list of voyages might not be visible.

The "Voyages" module can be located from the left side menu.

Available Columns

Column
Note

Counterpart

Shows the Counterpart of the Performance Cargo, or Charterer of the TC

Vessel

-

Route

Shows first and last Port Call ports

TCE

-

Type

-

Reference Number

The Voyage's Reference No.

Trade

-

CP Date

Shows the CP date of the Performance Cargo or TC

Status

Commodity

Shows the Commodity of the Performance Cargo

Responsible Charterer

-

Comments

-

Cargo Operator

Shows the Cargo Operator of the Performance Cargo.

Hidden by default.

Freight Rate

Shows the Freight Rate of the Performance Cargo.

Hidden by default.

Cargo Quantity

Shows the Cargo Quantity of the Performance Cargo.

Hidden by default.

Creator

Hidden by default.

Created Date

Hidden by default.

Planned BL Date

Shows the Planned BL date of the Performance Cargo. Hidden by default.

Cargo Reference

Shows the Cargo Reference of the Performance Cargo. Hidden by default.

Laycan From

Shows the Laycan From date of the Performance Cargo. Hidden by default.

Laycan To

Shows the Laycan To date of the Performance Cargo. Hidden by default.

Sorting and Filtering

There are several sorting and filtering options available for you to narrow down what you see in the list view, as well as the ability to toggle which columns are displayed (with the customised columns setup).

For sorting, look for the arrow to the right of the column headers. For filtering, you can use the quick filters provided above the Voyage List, or look for the -icon, also to the right of the column headers.

Search Bar

You should also be able to search the whole list, by using the Search Bar functionality provided at the top of the list:

Search Bar in Voyages List

In this particular list, you are able to search for a voyage's reference no., a vessel, a counterpart or charterer, a port name or a cargo reference. The list will update accordingly.

Maintain Voyages

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.

Change of vessel and ballast port

Vessel and ballast port can only be changed when the voyage status is "estimate" or "unallocated".

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

Tiles show the key values like TCE, Days Total, Distance Total, Bunker Consumption, EEOI, Days In Port, of the voyage.

Tiles visible on default view
Tiles visible on full screen view

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)

First two tiles when voyage has offhire

FAQ: Why is Excl. Offhire higher than TCE?

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.

Sections

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.

Voyages on a time charter will have a "TC contract" section, while all other voyages will have a "Performance Cargo" section instead.

Overview

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.

Drawer Actions

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:

Left-Side Drawer Actions

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:

Right-Side Primary Actions

Secondary 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.

Vessel

This page reveals the essential information of the Vessel section in the Voyage Overview tab.

(Figure 1) Vessel section in Voyage Overview

Speed & Consumption per Bunker

Speed Ballast: Displays the speed for ballast port calls when all port calls have the same speed. If port calls have different speeds, this field will be disabled and the text will read "Multiple". Changing this value will update the speed for all ballast port calls.

Speed Laden: Displays the speed for laden port calls when all port calls have the same speed. If port calls have different speeds, this field will be disabled and the text will read "Multiple". Changing this value will update the speed for all laden port calls.

The drop-down menu will contain all vessel options for the selected passage, as well as the option to 'Add New Speed'. This new speed will not impact the vessel setup and will only apply to all Ballast/Laden port calls on the chosen voyage. This also applies to the Main Engine Port Idle and Main Engine Port Working fields. For more details, please consult the Speed and Consumption documentation.

Vessel

Changing vessel in this section will change the voyage's and the connected cargoes' company and business unit to the selected vessel's.

Cargo

This section is visible on Spot and CoA voyages.

Cargo List

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:

Cargo List in Voyage Overview tab

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.

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

Cargo Section

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):

Cargo Section in Voyage Overview tab
Cargo Section in Voyage Overview tab

TC

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.

Schedule

The "Schedule" section in the Voyage drawer shows three different sub-sections; Schedule, Edit Schedule and Routing.

Managing Port Calls

Schedule

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):

The Port Call Schedule

Hover Toolbar

When hovering the mouse over a port call in the schedule, a toolbar in the upper right will appear.

  • 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.

  • To change the order of port calls, simply hover over a port call to move it into place.

Locking Voyage Start Date and Waiting Days

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:

Voyage Start Date and Waiting Days

Edit Schedule

This list displays a more detailed view of all the port calls in the schedule (click on the picture for better view):

The Port Call Edit Schedule

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.

Detailed Information

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:

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:

Tooltip for Additional Total Handling Cost 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.

Routing

TBA.

Profit/Loss Summary

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.​

Profitt/Loss Summary Section

To show the analysis section, click Analysisat the top of the panel. To show an overview bar chart, click Result Chartat the top of the panel.

Analysis

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.

Speed & Consumption

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:

Speed and Consumption section expanded

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.

Cargo

This tab shows a list of the cargoes and fixtures on the voyage.

Cargoes

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:

Cargoes List

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.

Fixtures

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.

Field Choices When Creating

  • 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

Modal & List Features

Click on each tab below to read more about the different features:

Fixtures List

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.

Create Fixture Modal

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!

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.

Fields on the Fixtures

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

Extra Features

The fixtures list has a separate button to collapse/expand the cargo list of all the fixtures with one click as shown below:

Expanded View
Collapsed View

You can also collapse/expand each fixture by clicking on the blue header, or the arrow at the right-most.

Bunkers

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.

General info

The Bunker Stock list can be found in the Voyage drawer under the tab called Bunkers.

Opening Balance

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 is 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.

Edit opening balance

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

Add opening balance

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.

Various Cost/Revenue

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.

Search and Filter Variouses

  • 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.

Organisational Data

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

Fields available in the Organisational data tab in Voyage drawer

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.

Warning when attempting to change company and business unit

When clicking the OK button, the company and/or business unit will be changed for the voyage and all the connected cargoes.

Invoices

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.

Changing between these will change which pending items are displayed, as well as assembled documents.

Pending section

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.

A document line has been selected, and the Assemble button appears

Invoices section

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.

The invoicing list of the voyage/TC In, displaying the documents.
The invoicing list of the voyage, displaying the document lines for the invoices.

Filters Overview

Document view
Document Lines view

Business Partner

Account

Currency

Currency

Voyage Reference (Hire Payable Only)

Cargo/Voyage Reference

Invoice Status

Port

Business Partner

Read more here: Invoices

Related

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.

Offhire and Laytime Calculations

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.

Voyage Functionalities

Change Voyage Status

Configure Voyage as a “Last TC Voyage”

Change Voyage Reference Number/Voyage Number and Voyage Starting Year

Voyage Comparison

Converting Voyage to Template

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.

How to Convert to Template

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.

Secondary Action menu

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.

Convert to Template popup modal (SPOT example)

SPOT:

Both optional buttons will be available.

TC:

None of the optional buttons will be available.

CoA:

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.

Change Voyage Status

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:

Nominate Voyage Modal

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:

Unallocate Voyage Modal

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.

Read about Swap Vessel here!

Swap Vessel

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'.

Swap Vessel for Estimate or Unallocated voyages

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:

Vessel Field on the Voyage Overview Section

This works as a normal dropdown menu, that views all available vessels for you to click and swap to.

Swap Vessel for Allocated or above voyages

For voyages with status Allocated or above, you can only swap the vessel of the voyage through the secondary action called 'Swap Vessel':

Swap Vessel secondary action

Followed by clicking the action, this modal will pop up:

Swap Vessel Modal

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:

Vessel chip at the top, left-most

Configure Voyage as a “Last TC Voyage”

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.

Change Voyage Reference Number/Voyage Number and Voyage Starting Year

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.

Estimate voyage

When voyage status is Nominated, Operational, Operationally Closed, Invoiced or Closed, it is possible to change the Voyage Number.

Nominated voyage

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.

Estimate voyage
Nominated voyage

Voyage Comparison

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:

Comparison functionality 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:

Voyage Comparison view with highlighting of differences compared to the base voyage
Voyage Comparison with only differences shown

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.

Hovering the mouse over any of the buttons here will give you a tooltip

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.

Choose between creating a new voyage, or adding an existing one

The comparison sections

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 dropdown also shows the status chip telling you if the cargo is early, late, or on time.

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.

Long schedules are visible by hovering your mouse over the cargo ports row.

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.

TC Voyages

A TC Voyage will not have a Cargo Section on the Overview Tab like normal Voyages, but instead have a Time Charter Contract Section displaying the Time Charter Contract. In this section you can edit the most important fields on a Time Charter directly through the Voyage Drawer or click the -icon to Open the Time Charter Contract Drawer.

The Delivery Port and Redelivery Port fields display the port from the associated Port Call. When you enter a new port, the Port Call and TC Contract will be updated accordingly. Click the -icon to Open Port Call Drawer.

Time Charter Contract Section on Voyage Overview

Both Duration and Rate fields will be disabled if there exists more than one Duration on the Tc contract, or a Duration has multiple Rates.

The Calculate Profit/Loss checkbox is only available while the Voyage still has status Estimate, and will toggle calculation of profit/loss based on bunkers.

Related pages:

  • Create TC Voyage

  • Time Charter Contracts and its subpages

Create Laytime Calculations

From the "Related" tab in the voyage drawer, you can view, add and edit laytime calculations. Expand the collapsible section titled Laytime Calculation and click the Create button to add a laytime calculation for the opened voyage.

Delete Voyages

Only voyages of status "Estimate" and "Unallocated" can be deleted. Otherwise you must change the status before you can delete.

  1. Find a voyage (i.e through the Voyages page).

  2. Click to open the voyage you want to delete.

  3. At the upper right corner of the panel, click Delete.

  4. Click Confirm to delete the voyage.

Voyages can be connected to Cargoes and/or Offhires, as well as scheduled voyages if the voyage is a template.

When attempting to delete a template voyage that has scheduled voyages either at the Nominated or later stages, an error message will show instead.

The delete-voyage modal will look differently depending on whether it has connected entities:

  • No connections:

Plain delete modal with no alerts due there not being any connected offhires or cargoes.
  • Only Offhire connection:

Alert showing that an offhire is connected and will be deleted.
  • Only Cargo connection:

Alert showing that an cargo is connected and will be deleted.
  • Offhires and Cargoes:

Alert showing that an offhire and a cargo is connected and will be deleted.

Voyage Map

The voyage map shows the voyage schedule, including alternative routing pointsthat can be added to the schedule between port calls. More routing points will be revealed as you zoom in on the map.

Viewing routing points

Click on a routing pointto show information about the point in a popup, including name, position, and GMT offset. When a routing point is clicked it will also be possible to add the routing point to the voyage route. When clicking 'Add to route', a pop-up will appear where you have to choose between which port calls the routing point shall be added.

Remove existing routing points from the Voyage route

Routing points that are on the voyage can be removed. When clicked, a button will become available 'Remove from voyage route'. When this is clicked, a confirmation box will appear. When confirmed, the routing point will be removed from the voyage.

Restricted areas

The interactive Voyage Map features several restricted areas:

  1. Emission Control Areas

  2. Open Loop Restricted Areas

Restricted Areas are visible on the map and depicted by Blue or Red dashed lines (See Figure 1).

Figure 1 - Restricted Areas on Voyage Map.

The leftmost dropdown filter allows changing the settings to include the particular group of Restricted Areas in the map or not.

Voyage Schedule

A section in a Voyage drawer that visualizes the schedule and port-call-related information.

The Voyage schedule visualization may be found on the right-hand side of a voyage drawer.

This section is highly customizable: e.g., you may change the voyage start date, lock it, edit the Voyage's speed, update the port call sequence, and much more!

Voyage Schedule section

The Schedule Timeline is a fully interactive module. Each port represents a draggable block - if you reorder the blocks, you will update the port call sequence on the opened voyage correspondingly:

Voyage Schedule - reordering the Port Calls sequence

Next, each Port Call block is clickable, and it brings up a Port Call drawer.

The small ovals inside of each Port Call block includes a piece of related information: Days at Sea + Extra Days at Sea, Actual Speed, and Distance between Ports. Every oval is clickable and allows editing corresponding sea passages.

Edit Sea Passage module

Moreover, the Port Call blocks include a small functions tooltip that provides the following actions on the voyage schedule sequence: show Port Cost history overview, create new Port Call to the current schedule, edit the selected Port Call, or delete the Port Call.

Port Call block - functional bar

Edit Port Call

To edit a port call in the schedule, click the pencil icon in the functions tooltip. A popup modal then shows where main details of the port call can be changed.

Edit port call modal

Note that the port can only be changed if the Arrival-, Berthed-, and Departure Date are unfixed. If any of these dates are fixed, the port selector will only show available terminals on the currently selected port.

Voyage Edit Schedule

Voyage drawer

The Voyage Edit Schedule segment may be found on the right-hand side of the Overview tab in a Voyage Drawer.

Voyage Drawer
(Fig. 1) The Edit Schedule Tab is at the top right of a Voyage Drawer

The edit schedule tab includes a complete list of Port Calls for all the Voyage's cargo.

There are three core elements involved: Selected Port Calls, Selected Cargo, and the rest.

  • Selected Port Calls: these objects are highlighted by the blue background and a small blue line on the left of the Port Call port (see figure 2). The selected port calls display data for the respective selected Cargo.

(Fig. 2) Edit Schedule. Chosen Port Calls.
  • Selected Cargo: the currently selected cargo can be chosen inside the select cargo modal, which can be invoked by clicking the expand cargo button (triangle facing down inside the left section, see figure 3). The selected cargo will be the subject of the Edit Schedule list. The Port Calls contained in the list correspond to the selected cargo, and the related values change dynamically if another cargo is chosen.

(Fig. 3) Select Cargo on the left, and Edit Schedule on the right.
  • The rest: the rest can be considered all the grey options inside the list. These options are also expandable and can be edited, but they don't belong to the selected cargo and, thus, are not the focused elements (e.g., Kristiansand Port call in Figure 2).

Each list item is interactive and can be collapsed or expanded. When the selected cargo is changed, the corresponding cargo ports expand and get visually highlighted, the corresponding values are updated.

Moreover, the collapse button can expand Port Calls related to the selected Cargo, Expand all Port Calls, or Collapse all. The button may be found on the right over the first PortCall (see figure 3).

Next to the Port Call port name, there is a Reason For Call specified inside of parentheses - L means Loading, D - discharging, and C - canal passage.

(Fig. 4) The complete look of the Edit Schedule and Cargo

(Fig. 5) Port call where the handling cost is fetched from service orders

If a port call using Handling Cost from Service Orders, then the bottom row will not be editable as shown on figure 5.

Voyage Alternative Routes

A section in a Voyage drawer found in the third tab of the Schedule module

The 'Routing' tab allows comparing different routes regarding essential information such as Voyage TCE, Voyage Result, total distance, total days, etc.

See the screenshot below (Image 1) for an example:

(Image 1) Voyage Drawer Routing Tab

A voyage going from Bergen to Hamburg through Newcastle is displayed. The routing tab illustrates an alternative route for each leg on the mentioned voyage. As presented in the screenshot, there is a key difference between the routes:

  • TCE Difference: the TCE difference indicator shows the difference between the alternative route TCE and the currently selected route TCE. So, for the leg, Bergen -> Newcastle, the current TCE is -525 USD. On the other hand, selecting the alternative route will result in +27 USD, which is -497 USD of TCE total (See Image 2).

(Image 2) TCE Difference

  • Estimated Distance: illustrates the estimated distance for each leg, original and alternative.

  • Sea Margin: shows the sea margin.

The map is also interactive and helps to visualize the alternative route, providing crucial data.

Detailed Comparison:

It is also possible to compare the routes in more detail! For instance, take a look at the screenshot below:

(Image 3) Detailed route comparison

Clicking the top-right arrow in each container expands the detailed information.

The apply button proceeds with the changes and saves the selected route for the current voyage.

Note: The alternative routes may be created manually or must be coming from a third party, such as weather-based routes, etc.

Voyage Functions

The VMS provides powerful voyage tools for risk assessment and estimations on cargo capacity on port calls.

These tools are available from Voyages or PlanningFleet Plans

  1. Click on a voyage in the voyages list or board to open it in the drawer.

  2. At the top right, click on Functions.

Sensitivity AnalysisIntake Calculation

Sensitivity Analysis

With the Sensitivity Analysis tool you can run calculations on a chosen parameter to evaluate risk.

  1. Click on a voyage in the list or board to open it in the drawer.

  2. At the top right, click on Functions.

  3. Select Voyage Sensitivity Analysis.

Input parameters

Select a voyage parameter which is then adjusted by the numerical variance for each calculation.

Parameter

Calculated value

Freight Rate

TCE

Bunker Price / MT (DO, LS DO, FO, LS FO)

TCE

TCE

Freight Rate

Chart

Reading the chart

The chart shows all the calculated values for the voyage. There are 15 data points, with the current voyage displayed in the middle, with negative variance on the left side, and positive variance on the right side.

The value of the selected Voyage is specified with a blue vertical line. The figures you find in a small box above each point reflect the X-axis values for each point.

Hover the mouse over the chart to inspect the values of each calculation data point.

Moreover, you may find a table on the right from the Sensitivity Analysis chart. The table consists of the calculated values, placed in ascending order. The table may ease navigation among calculations.

Downloading the chart

Press the menu iconto download the chart as an image (SVG or PNG), or a text file (CSV) that can be imported into spreadsheet software.

Intake Calculation

With the Intake Calculation function you can change parameters of a voyage to get an overview of quantities available for cargo at the port calls.

  1. Click on a voyage in the list or board to open it in the drawer.

  2. At the top right, click on Functions.

  3. Select Voyage Intake Calculation.

Voyage Header Parameters

At the top, below the vessel-chip and voyage reference, fields for changing the stowage and bunker properties for the entire voyage are displayed.

FO ROB Voyage Start

Fuel oil at voyage start

LS MGO ROB Voyage Start

Low-sulphur marine gas oil at voyage start

MGO ROB Voyage Start

Marine gas oil at voyage start

LS FO ROB Voyage Start

Low-sulphur fuel oil at voyage start

Schedule Table

A table of all the port calls on this voyage is shown in this section. To change the intake reduction properties per port call, click a row to open a window where you can make adjustments. Some columns are hidden by default, and can be toggled on/off by using the "Customize Columns"-button in the top right corner of the table.

The Default View of the Schedule Table

Port

Name of the port

Reason for call

Tells you the reason for the port call.

Arrival

Shows you date and time for arrival at the port.

Departure

Hidden by default. Shows you date and time for departure from the port.

Draft

Intake draft reduction of the vessel. Lower value increases intake.

Zone

Sets the vessel DWT that is used in the calculation.

Water Salinity

One of Saltwater/Brackish Water/Fresh Water. Affects the water density.

Water Density

Hidden by default. Density of the water at port. Higher value increases intake.

Bunker reduction (Arriving)

Amount of bunker reduction on arrival in metric tonnes.

Bunker reduction (Departing)

Amount of bunker reduction on departure in metric tonnes.

Quantity on board (Arriving)

Amount of cargo on board on arrival in metric tonnes.

Quantity on board (Departing)

Amount of cargo on board on departure in metric tonnes.

Safety Margin

Hidden by default. Safety margin for the draft. Default value is 20%. Lower value increases intake.

Constant Reduction

Hidden by default. Intake constant reduction of the vessel. Lower value increases intake.

Fresh Water Reduction

Hidden by default. Intake fresh water reduction of the vessel. Lower value increases intake.

Chart

A mixed chart of the calculation results is generated at the bottom. Each port call has multiple graphs to show the reductions, cargo quantity and quantity available for cargo. The charts gets updated automatically when there are changes to the voyage header, port call, or vessel parameters.

Click on the legends at the top of the chart to toggle the display of a graph. Hover the mouse over the chart to inspect the values of each calculation data point.

Loadline Information

The loadline information table shows data on the voyage vessel that might affect the intake. To change these values, you need to edit the vessel in the Vessels module in master data.

Long Time Charter (TC) Voyage

Long TC Voyages, Schedule, and the functionality.

To recognize Long TC Voyages in the system, look for two key indicators: the Voyage Type labeled as (TC) and information in the schedule section. An example of a Long TC Voyage is shown in the screenshot below:

Long TC Voyage Schedule
  1. The blue rectangle represents Port Calls that occurred before the current Voyage.

  2. "See All Port" is a link that, when clicked, opens a new browser tab displaying all Port Calls associated with the selected Voyage.

  3. "Show More" is a link that allows you to add up to 5 additional Port Calls per click on the current Voyage's schedule. These added Port Calls will remain visible throughout the system unless the voyage is reopened.

Voyage Bunkers

This page gives an entail into the tab 'Bunkers' inside the Voyage module.

The Bunker module is split into three parts: 1. Bunker Indices; 2. Bunker Stock Summary; 3. Bunker Stock Details.

Yet, the Print EUA Statement button is always visible. This function generated a descriptive report of EU ETS consumed per port, specifying the percentage used in calculations, and associated consumption per leg.

  1. Bunker Indices: this section helps to have a better overview of bunker indices even when the fuel types FO and LS MGO are not consumed by a vessel. By default, the section is collapsed, providing information regarding the bunker indices. Once expanded, the indices can be altered. Refer to Figure 1 for example:

(Fig. 1) Bunker Indices.
  1. The Bunker Stock Summary contains cards associated with the respective consumed fuel type. The core idea is to provide a brief overview of consumed bunkers and derived costs (Ref. Figure 2).

(Fig. 2) Appearance of the Bunkers module (Summary).
  1. Bunker Details serves the same idea as Bunker Stocks Summary but provides more detailed and specific information. The table items can be filtered to show only the Consumption or Bunkering rows (ⓘ interact with the filter options in the top right of each table card).

(Fig. 3) Appearance of Bunkers module (Details)

Voyage full-screen

Starting with release 8.2, the voyage drawer's default view has been updated. The previous default view has been removed, and the expanded view is now the new default (see Figure 1).

The expanded view has been replaced with a full-screen drawer, serving as a centralized hub for voyage drawer functions and introducing additional features. This view presents data in an editable grid format (see Figure 2) with customisable columns that enhance and extend the functionality of the previous default view.

For more details on the grid's functions and usage, go to the data grid page.

Figure 1: New default view
Figure 2: Full-screen drawer view

Creating, editing and deleting in the grid

Changes to the grid, such as editing fields, adding new rows, copying data, or deleting entries, are applied across the system in real time, ensuring data consistency. Updates made in the grid will automatically reflect in all related drawers and pages, and vice versa.

Main differences

The full-screen drawer is designed to make it easier to make modifications to the voyage. This was done by replacing the different collapsible sections (Figure 1) with corresponding grids (Figure 2).

The Profit / Loss Section as well as the Vessel Section remains the same with the exception of an additional collapsible section for TC Out Contract.

Map

The map has also been moved to the left side of the drawer, and when expanded will appear in the center of the drawer (see Figure 3).

Figure 3: Full-screen expanded map

Alternative routing and system preferences

A key addition to the drawer is the ability to display an Alternative Route tab, controlled by a system preference. This setting can be enabled via the System Settings. When activated, the routing tab appears next to the map, providing easy access to alternative route options (see Figure 4).

Figure 4: Alternative routing enabled

Profit & Loss Summary: Analysis and Results Chart

The Analysis and Results Chart retain their functionality from previous versions. However, they are now displayed in the center of the drawer when selected within the Profit & Loss Summary section.

Figure 5: Results Charts displayed

Data Grid

This page outlines the basic functions of the new grids and provides examples to enhance your workflow.

Base functionality

The table below lists the base functions available in the grid header. With a a few exceptions, these functions are consistent across the different grids. The order matches the column headers in Figure 1.

Figure 1: Column header base options
Option
Explanation

Customise Columns

Makes it possible to select which columns should be displayed in the grid. Aslo includes search functionality.

Show filters

Displays the filter options. It is possible to define your own filters.

Density

Changes the density, that is, the spacing of the grid.

Export

Displays the export options for the data in the grid.

Expand

Expands the given grid to display more rows. Is enabled or disabled based on number of available rows in the data.

Additional functionality

Each column includes a built-in menu, accessible by clicking the vertical ellipsis icon (see Figure 2).

Figure 2: Column header menu

Expanding the menu displays a list of options for the column (see Figure 3), including sorting, pinning the column's position, and column management options. Basic sorting can also be performed by clicking the arrow that appears when hovering over a column or by clicking the column header itself (see Figure 2).

Figure 3: Column header menu options

Modifying header position and width

You can adjust the header's width by placing your cursor at the intersection between two columns and dragging to resize. To change a column's position, click and drag the column header.

Row-modifications

Each row in the grid includes a vertical ellipsis menu for row-specific options, typically located in the right-most column (see Figure 4). The menu's contents and available options depend on the grid type.

Changes made within the grid or through the menu will directly impact the system data. For instance, selecting the delete option will remove both the row and its associated data.

If the grid supports insertions, you can insert a new row before or after the currently selected row, as seen in Figure 4. However, this option may not be available in all grids. Some grids also support copying a row, along with its associated object.

Figure 4: Row options

Opening existing drawers and modals

The grid includes a column for opening the associated drawer or modal, located in the left-most column by default (see Figure 5). When clicking the icon, the results will be displayed on top of the full-screen drawer. As seen in Figure 6.

Figure 5: Open cargo ports edit modal
Figure 6: Edit cargo ports modal opened

Filters

You can use the grid's filter option to create custom filters. Some grids also offer quick filters, which are not customizable, unlike the base filters in the column header.

Figure 7: Custom filters applied on the distance column

Column aggregation

The new grid allows you to apply aggregations to numerical columns. This option is accessible via the vertical ellipsis menu that appears when hovering over a column. Figure 8 shows the menu and the result of applying the "sum" option to the distance column.

Figure 8: Aggregation options, and sum applied to distance column

Suggestions on how to use grid efficiently

This section offers tips to help you become familiar with the new grid and use it effectively to enhance your workflow.

Keyboard shortcuts

Using keyboard shortcuts is a powerful way to boost efficiency when working with the grid. Below are general instructions for using the grid, while Figures 9–11 list available shortcuts along with brief descriptions.

  • To change the value in a cell you can start typing when it is highlighted, or double click/press ENTER to go into edit-mode of that cell

  • When in edit mode of a cell with select menu, SPACE opens the menu showing all options, and you can select options with ENTER.

  • ESC exits edit-mode of a cell and discards the changes made.

Figure 9: Shortcuts for Navigating the grid
Figure 10: Shortcuts for Selection in the grid
Figure 11: Shortcuts for Sorting in the grid

Port Calls Grid

To improve accessibility, the port calls list has been relocated from the port call drawer to the voyage drawer in full-screen view. Note that it is still possible to access the port calls through the regular means as well.

Figure 1: Port Calls grid

Adding new Port Call

To add a new port call, open the vertical ellipsis menu in the last column. From this you can insert the new port call either before or after the selected one. When selected, this opens the "Create Port Call" modal, as illustrated in the figures below.

Figure 2: Add new Port call
Figure 3: Create Port call modal

Editing a Port Call

Like all grids, the Port Call fields can be edited directly within the grid. Alternatively, you can click the Open Port Call icon in the left-most column to access the Port Call drawer. This drawer will appear on top of the voyage drawer (see Figure 4).

Figure 4: Port Call drawer opened

Deleting a Port Call

To delete a Port Call, you can click the vertical ellipsis menu in the rightmost column and select the delete option. When clicked, a popup asking for confirmation or instructions on how to delete when the port call is connected to cargo port, will appear to prevent unintended actions. See figures below.

Figure 5: Delete Port Call option
Figure 6: Delete Port Call confimation / warning

Changing dates to GMT

The port calls grid has a button in the header to convert the time and date to GMT. It is important to note that when this is done, it is not possible to edit the dates. This also includes the voyage start date (see Figure 6).

Figure 6: Dates are locked when GMT is used

Selecting a Port Call

You can select a port call in the grid by double-clicking it. When a port call is selected and the port call type filter is applied, the various grid will display the variouses specific to the selected port call.

Creating a new Port Call Various

It is possible to create a new various for the port call. This is done by clicking the vertical ellipsis in the right-most column. From this, you can select the option to create a new various cost or revenue. This will open a modal where you can define the new various.

Cargoes Grid

The voyage's cargoes have been relocated from the cargo tab, and the collapsible section for editing cargo has been removed in the full-screen view (see Figure 1).

Figure 1: Cargoes grid

Creating new Cargo

Click the blue cross icon on the right side of the grid header to display a list of options for creating a new cargo (see figures below). After selecting an option, the appropriate "Create Cargo" modal will appear.

Figure 2: Create Cargo options
Figure 3: Selected Cargo create modal

Editing a Cargo

Like all grids, the Cargo fields can be edited directly within the grid. Alternatively, you can click the Open Cargo icon in the left-most column to access the Cargo drawer. This drawer will appear on top of the voyage drawer (see Figure 4).

Figure 4: Cargo Drawer opened

Copy or Delete a Cargo

It is possible to copy or delete a Cargo by clicking the vertical ellipsis menu in the right-most column. This opens a menu where you get the option to copy or delete the Cargo (see figure 5). When either options are selected, a popup asking for confirmation will appear to prevent unintended actions.

Figure 5: Cargo-row menu options
Figure 6: Delete confirmation

Selecting a Cargo

It is possible to select a cargo in the Cargoes grid by double-clicking the cargo. When this is done, and the cargo type filter is applied in the various grid, the various grid will display the variouses specific to the selected Cargo.

Creating a new Cargo Various

It is possible to create a new various for the Cargo. This is done by clicking the vertical ellipsis in the right-most column (see Figure 5). From this, you can select the option to create a new various cost or revenue. This will open a modal where you can define the new various, as seen in the figure below.

Figure 7: Create Various Cost modal

Cargo Ports Grid

Cargo Ports have been moved from the collapsible "Cargo List" to a dedicated grid, improving accessibility and increasing maintainability and flexibility when editing cargo ports.

Figure 1: Cargo Ports grid

Creating new Cargo Ports

To add a new cargo port to the voyage, click the blue plus sign on the right-hand side of the grid header (see Figure 1). This will open a modal, as shown in Figure 2, where you can create the new cargo port.

Figure 2: Create Cargo Port modal

Editing a Cargo Port

Like all grids, the Cargo Ports fields can be edited directly within the grid. Alternatively, you can click the Edit Cargo Port icon in the left-most column (see Figure 1) to open the "Edit Cargo Port" modal. The modal will appear on top of the voyage drawer as seen in the figure below.

Figure 3: Edit Cargo Port modal

Deleting a Cargo Port

It is possible to delete a Cargo Port by clicking the vertical ellipsis menu in the right-most column (see Figure 4). When clicked, a popup asking for confirmation will appear to prevent unintended actions, as illustrated in Figure 5.

Figure 4: Delete Cargo Port option
Figure 5: Delete Cargo Port confirmation

Various Grid

Various costs and revenues are now accessible directly from the voyage drawer in addition to the existing Various Cost/Revenue tab. This change reduces the steps needed to view and modify the variouses connected to the voyage.

Figure 1: Various grid

Filtering

Along with the base filters available in the grid, the Various grid includes quick filtering options. These quick filters allow you to filter variouses by type, such as cost or revenue, and by the source type, such as Voyage or Cargo. Details of these options are shown in Figure 2.

Figure 2: Various grid quick filter

Selected Cargo and Port Call

The Various grid and Cargoes grid are linked through the selected cargo. When a specific cargo is selected and "Cargo" is chosen in the type quick filter, the Various grid will show only the entries associated with the selected cargo, rather than all cargo-related variouses in the voyage.

To display all cargo variouses, de-select or clear the "Cargo" option in the quick filter.

This behavior also applies when selecting a port call in the Port Calls, when done, the Various grid will display entries for the selected port call only.

Figure 3: All variouses displayed when quick filter is inactive
Figure 4: Only selected Cargo and Port Call variouses displayed when quick filter is active

Note: Voyage variouses are not affected by these selections and will continue to display unless excluded through the filter options.

Creating a new Various

To create a new Voyage Various, click the blue plus sign in the column header. This opens a modal where you can specify the type of various to be created.

Figure 5: Create Voyage Various options

Creating new Variouses in Port Call & Cargo Grid

You can also create new Port Call variouses directly in the Port Calls grid and new Cargo variouses in the Cargoes grid. These processes are explained in the sections Creating a New Port Call Various and Creating a New Cargo Various respectively.

Editing a Various

Like all grids, the Various fields can be edited directly within the grid. Alternatively, for Voyage and Cargo, you can can edit the various field in their respective drawers. That is, in the "Various Cost/Revenue" tab located in the header of the drawers.

TIP: You can open easily open the cargo drawer by clicking the "Open Cargo" option in the left-most column in the Cargoes Grid.

Deleting a Various

To delete a various, simply click the vertical menu in the right-most column and select the delete option. This will prompt a popup asking to confirm the deletion of the selected various (see Figures below). For Voyage and Cargo variouses, it is still possible to delete them through the various tab in the respective drawers.

Figure 6: Delete various option in right most column
Figure 7: Delete Various confirmation

Cargoes

You are able to keep in control of all your organisations inserted cargoes using the cargo module in VMS.

Create New CargoesMaintain CargoesFind Cargoes

Create New Cargoes

Layout:

The Cargoes module is divided into the Allocated cargoes and the Unallocated cargoes. In each tab, you can filter the cargoes based on several key endpoints to effectively view the required information on your screen. There is a sort icon to the far right, with different options for sorting the list as well. You can read more here: Sorting and Filtering Lists.

Below you can click to read how to create different types of cargoes:

Create CargoCreate Cargo From CoA TemplateCreate Cargo on TC Voyages

Create Cargo

Steps:

  1. Open the Cargoes module from the menu on the left.

  2. In the top right corner, click Create .

  3. Select Create New Cargo.

  4. In the modal, you can fill in the required fields and add any additional information about the new cargo.

  5. Click Create.

Required fields:

  • Load Port

  • Discharge Port

  • Counterpart

  • Commodity

New design:

The new Create Cargo modal has a new design to increase the productivity while creating a cargo, is more user-friendly and has more useful features altogether. Click on the picture below to get a better view of the details:

New Create Cargo Modal fro Unallocated Cargoes

New Create Cargo Port modal:

Similar to the design above, we now have a new Create Cargo Port modal:

New Create Cargo Port Modal For Unallocated Cargoes

This modal has the same features as the Create Cargo modal, listed below. To create a new cargo port on a cargo, there is now a simple icon at the top of the Cargo Port Timeline section of the cargo drawer. However unlike the Create Cargo modal, Reason for Call is set to 'Loading' by default and is limited to only 'Loading' and 'Discharging' for cargo ports.To change the order of ports, you can use the drag and drop features inside the modal. To edit or delete an existing cargo port you can, in the Cargo Port Timeline section, look for the grey icons on each of the cargo port rows, to specifically focus on a cargo port of choice to make the changes. Read more about the features below.

Features:

  • With the new multiple value component in the Create Cargo modal, you are now able to add multiple Load- and Discharge- cargo ports to the new cargo.

  • The fields are divided into 2 sections, while the 3rd section displays the Timeline component of the cargo ports that are added. In the Create Cargo Port modal, there are 2 sections, in which the 2nd one contains the Timeline.

  • It is possible to drag and drop the ports in the Timeline component to change the order of the cargo port rows, in both of the modals.

To see the new Create Cargo and Create Cargo Port modals for allocated cargoes, click here: Cargo Actions!

Create Cargo From CoA Template

To efficiently create a cargo, and link them with CoAs, you can create a cargo based on a CoA Template. The CoA Templates are the template cargoes that are maintained in the CoA module.

Steps:

  1. Open the Cargoes module from the menu on the left.

  2. In the top right corner, click Create .

  3. Select Create New Cargo From CoA Template.

  4. In the modal, select a CoA template to create the new cargo. The fields that are pre-filled are the ones that were filled in when creating the CoA itself, which the new cargo will inherit.

  5. Click Create.

The modal:

Modal for Creating a Cargo from a CoA Template

Feature:

  • The modal is now draggable, making it easier to see the information "behind" the modal. Hover over the title or the top of the modal to activate it.

  • Looks and works quite similar to Create Voyage From Template.

Create Cargo on TC Voyages

A cargo can be created on a TC voyage either by using the Last Cargoes section in the Voyage drawer Overview tab, or by using the cargo list in the Cargo tab.

List of created cargoes inside a TC voyage

Cargo Restrictions:

  • You cannot create a cargo from CoA templates

  • You cannot create a cargo if there are no load- or discharge port calls on the voyage

    • Even when we have the delivery/redelivery port calls

    • You need to create at least one loading- and discharging port calls on the voyage schedule (unique values)

  • You can only create cargoes with cargo ports based on the port calls in the voyage schedule

    • The port selectors on the upper-left side of the modal are restricted to only display these cargo ports (also with its attached terminals)

Drawer Restrictions:

The following actions are disabled from the secondary drawer actions:

  • Unallocate Cargo

  • Allocoate Cargo

  • Relet

  • Transship

  • Preship

  • Transfer

Drag & Drop Restrictions:

In the FAS Cargo Management board, these following actions are disabled:

  • Dragging an unallocated cargo to a TC voyage

  • Dragging an allocated cargo on a TC voyage to Commitments

  • Dragging an allocated cargo from one TC voyage to another voyage (TC or not)

Create Cargo by Importing from Excel

Import Button

From this version, you can now can create cargo(es) by uploading/import straight from an Excel worksheet. In the Unallocated cargoes list, you can click on this import button:

Unallocated cargoes list with the Import button

Import Cargoes from Excel

Then, you can follow these steps:

  1. Click on the Import button displayed above

  2. A modal (or "dialog box") will pop-up:

Modal for importing unallocated cargoes form an Excel sheet

All the fields are disabled until you upload/import a supported file (only .xlsx and .csv files). You can only import one file at a time, but one file can consist of many cargo rows!

  1. You can proceed by clicking the blue Upload File button.

  2. After choosing a supported file from you computer, you can view the filename to the right of the Upload File button, along with a "preview screen" below all the now-enabled fields:

Modal after choosing a supported Excel file

All the required fields (*) must be filled in this step. As you go along with choosing the different fields from the dropdown menus, the "preview screen" will mark with a light-blue highlight on the fields have been selected. Meaning, you could upload your own customized Excel sheet with various header- and cell values, but you can then in the modal pick-and-choose which fields you actually want on the cargo, when creating it.

Tip: it might be a good idea to change/create Header values in your Excel sheet by matching them to what we display in the above modal. E.g. Counterpart, Commodity, Cargo Quantity, Load Port, etc.

Remember that only the first row of your Excel sheet are the Header values! The rest are the cell values within their respective columns.

  1. After choosing the different values into the fields, and you are full-filling all the requirements below, then you can go ahead and create the cargo by clicking Import

  2. You should now be able to see your newly created cargo at the top of the Unallocated cargoes list

Validations before Creating

We have two different types of validations in this modal. Either one, or both, of them will show up at the bottom of the modal, if encountering any inconsistencies while uploading:

(1) One is yellow-colored, and shows inconsistent data types in the cells of your Excel sheet:

Inconsistent data types validation message

This particular validation highlights the "Planned BL Date" column, and detects that two or more cells has inconsistent values within this column. E.g. one cell is read as a number value, while two cells are read as date values. In this case, the number-cell should be changed to a date value, so that the modal can read it properly as a date value. Make the change in your Excel sheet, and then re-upload the file.

This validation can highlight multiple columns with inconsistencies in data types, and not just one at a time.

(2) The other one is red-colored, and shows Reference or Master Data inconsistencies, i.e. data errors in your Excel sheet:

Inconsistent reference or Master Data validation error message

This particular validation highlights the "Commodity" column, and detects that "Row 2" within this column has a commodity named "Bananas" that does not exist in the system. In this case, you have two options:

a) replace "Bananas" with an existing Commodity in your Master Data, in your Excel sheet, and then re-upload the file

b) create a new Commodity "Bananas" in your Master Data first, and then re-upload the file.

This validation can highlight multiple columns and rows with inconsistencies in Master Data or references, and not just one column and/or row at a time.

Requirements for Importing

Before actually creating a cargo by importing from an Excel worksheet, these requirements must be full-filled:

  • A supported Excel file must be uploaded/imported (only .xlsx and .csv files)

  • All required fields (*) must be filled in with supported values

  • No data types inconsistencies

  • No Master Data inconsistencies

  • No duplicate cargo references, or references to existing cargos

Once all of these requirements are full-filled, the Import button will be enabled, i.e. blue-colored, and you can then go ahead and create the cargo!

Create Cargo From Existing Cargo

To efficiently create a cargo, you can create a cargo based on an existing cargo.

Steps:

  1. Open the Cargoes module from the menu on the left.

  2. In the top right corner, click Create .

  3. Select Create New Cargo From Existing Cargo.

  4. In the modal, select a cargo to create the new cargo

  5. Click Create.

The modal:

Modal for creating a cargo from existing cargo

The modal can also be found in:

  • Voyage drawer, cargoes tab

  • Voyage drawer, cargoes list

  • Fleet Plans, Cargo Management

  • Fleet Plans, Cargoes

  • Capacity Plan

  • Cargoes

Find Cargoes

The VMS contains all cargoes created in your system. To access the Cargo lists, you can navigate in the left-side menu to the "Cargoes" module. This will display 3 different cargo lists: Allocated, Unallocated and Sub-cargoes:

Cargoes module that view all the three Cargo lists

Both the lists Allocated and Unallocated shows cargoes of all statuses and types, while the Sub-cargoes list shows the sub-cargoes linked to different cargoes.

Allocated

This list contains of all the allocated cargoes. Meaning, cargoes created on and/or allocated/moved to voyages. Multiple cargoes can be allocated on the one and same voyage. You can hereafter open one of the items on the list, to view the Cargo drawer.

Unallocated

This list contains of all the allocated cargoes. When creating a cargo from scratch, this is where that cargo will be placed, by default. These cargoes don't belong to any voyages yet, but once you click on one of the items on the list, you can perform different Cargo drawer actions, e.g. allocating the cargo.

Click here to see an overview of the different ways to create a cargo.

Sub-cargoes

This list contains of all the sub-cargoes linked to cargoes. These do not have a drawer, but when clicking on one item from the list, you can see a modal (or "dialog box") pop-up on the screen. Multiple sub-cargoes can be linked on the one and same cargo.

You can read more about Sub-cargoes here.

Sorting & Filtering

There are several sorting and filtering options available for you to narrow down what you include in the list view.

Maintain Cargoes

To maintain the cargo click the cargo in the list. The selected cargo will be opened in a cargo drawer where you can edit fields, copy cargo, create a pdf from the booking and so forth. Click the cargo drawer page here to see more details.

Learn about the cargo actions in FAS: Cargo Actions.

Cargo drawer

Header

Top section of cargo drawer

When you open the cargo drawer you see on the top left the vessel and voyage the cargo is allocated to, if it is an allocated cargo. You can click both chips to open the vessel drawer or the voyage drawer.

Next you see the cargo reference, which is a unique identifier of the cargo. You can edit the cargo reference under the three dots.

Then you see the cargo status and can change the cargo status.

You also see the Cargo Type, which is automatically set by the system.

Cargo Type
Meaning

Spot

Standard cargo, which fulfills none of the conditions below

Contract of Affreightment

Cargo which is connected to a contract of Affreightment

Relet

Cargo with a Freight Cost

Preshipment

Freight Cost Cargo related to a transshipment before loading

Transshipment

Freight Cost Cargo related to a transshipment after discharging

Has Transfer

First part of a cargo that is transported on two voyages

Transfer

Second part of a cargo that is transported on two voyages

If the cargo has type , you will see the Contract Name it is connected to and can click the Name to open the CoA drawer.

Tabs

By clicking the various tabs you get the relevant information about the cargo. Check out the next pages for information about the different tabs.

Actions

On the right side you have primary actions; PDF and copy. The three dots is a dropdown with secondary actions for the drawer. If you click the three dots you will be presented with the below view as a drop down:

Secondary actions available in the cargo drawer

You can allocate/unallocate the cargo to move it to a voyage, change the voyage it is on or remove it from the current voyage.

You can delete a cargo.

You can relet a cargo to another owner.

You can convert the cargo to relet to change the cargo to be a freight cost instead of freight revenue.

You can add a Transhipment, Preshipment or Transfer of the cargo.

You can also connect the cargo to a CoA and remove the CoA connection when connected.

And finally you have the option to view the audit log or append attachments to the cargo.

Main Details

KPIs

KPI Tiles in Cargo Main Details tab

At the top in the main details you will find the KPI-cards.

  • First tile: Cargo quantity is the actual quantity, and booked is the booked quantity.

  • Second tile: Gross freight is the total freight for the cargo.

    • Overage is calculated for cargos with Booking status "Clean Fix" or "Loaded" when both the Overlift Quantity and Overage Rate are greater than zero.

    • Deadfreight is calculated for cargos with Booking status "Clean Fix" or "Loaded" when both the Overlift Quantity is less than zero and Deadfreight Rate is set.

  • Third tile: Commission and various costs.

  • Fourth tile: Net Fio is all cargo related revenue aggregated and then deduct all aggregated cargo cost - divided by the quantity of the cargo.

Main Cargo Details

Below the KPI tiles is the Main Cargo Details section on the left side:

Main Cargo Details section of a cargo that is not marked as clean fix
Main cargo details section of a cargo marked as clean fix

Additional Field Explanations:

Field name
Disabled when

Booked Quantity

Quantity agreed in charter party (available when cargo status is before Clean Fix).

B/L Quantity

Sum of the quantities on all load cargo ports (available for cargo status Clean Fix and Loaded).

Freight Rate

Weighted average of freight rates on the discharge cargo ports.

Deadfreight Rate

Is set to Freight Rate value when creating a new cargo, or copying a cargo, by default. The field can be changed to a desired value after creation.

Overlift Quantity

Difference between Cargo Quantity and Minimum Quantity, negative value indicates DeadFreight and positive value indicates Overage. You can override the value by entering a new one but later changes to Cargo Quantity or Minimum Quantity will trigger recalculation.

Overage Rate

Percentage of Freight Rate. On allocated Cargos, the value is defaulted from the default rate of the VesselType.

All fields that are enabled can be changed from this view. The following fields will be disabled under the following conditions:

Overview of Fields:

Field name
Disabled when

Boooked Quantity/BL Quantity

The Cargo has one or more SubCargos, or if there are load/discharge amount on CargoPorts that are not the first in the timeline.

Minimum Quantity

Tolerance Option is not set to "MOLOO" or "LOO"

Cargo Measurement

The Cargo has one or more SubCargos, or if there are load/discharge amount on CargoPorts that are not the first in the timeline.

Freight Rate

The Cargo has one or more SubCargos, or the CargoPorts have different freight rates, or the Cargo has multiple freight rate tiers.

Rule

The cargo has one or more freight rate tiers.

Flat Rate

Rule is not set to "World Scale"

Tolerance

Tolerance Option is not set to "MOLCO" or "LCOPT"

Broker Commission

The Cargo has one or more Commissions connected to it

Demurrage Rate

One or more of the Cargo Ports have a demurrage rate

Despatch rate

One or more of the Cargo Ports have a despatch rate

Performance Cargo

The Cargo does not have a Voyage connected to it

Stowage

Below Main Cargo Details section, there is a section for inputting fields and checkboxes regarding the stowage values of the cargo:

Stowage Section

If the optional preference SF_INTAKE_CALCULATION is enabled on your company's system, stowage factor will change from being System Volume Unit / System Weight Unit, to Cubic Feet / System Weight Unit

Stowage Section

Cargo Port Timeline

Below the KPI-cards on the right side is the Cargo Port Timeline together with LayCan dates. Laytime used is the estimated laytime allowed. The date fields are validated and if the validation fails the date field that needs to be corrected is highlighted in red and there is a short message under the date field indicating what is wrong.

Cargo Port Timeline section

To add a cargo port, click on the -icon in the top right corner. To edit a cargo port or delete a cargo port hover one of the cargo ports in the timeline and the below view will appear:

Add, edit or delete a cargo port
Create Cargo Port Modal

Editing a Cargo Port will give you access to a few more fields, for instance Handling Cost, Laytime Terms and related fields.

Edit Cargo Port Modal

If the Vessel Type of the Vessel used for the Voyage has "Free Despatch" ticked off, any newly created Cargo Ports will have "Free Despatch" ticked off as well.

Edit Cargo Port Modal with handling cost fields disabled

If the Port Call for this Cargo Port has 'Use Handling Cost from Service Order' checked off, the handling cost related fields will be disabled.

Bunker Adjustments

On the right side, below the Cargo Port Timeline section, you can create/edit and view a list of Bunker Adjustments on the cargo:

Bunker Adjustments Section

You can create a new Bunker Adjustment by clicking the -icon at the top right of the section, which will bring you to the Create-modal. Or you can click on one of the rows to edit the selected Bunker Adjustment, which will open the Edit-modal. If you choose the Adjustment Type to be set to "Freight", you will only see the Adjustment Factor field below. But if you have chosen "Consumption", you will only see the Agreed Consumption field below (the invisible field is not editable and does not affect the calculation). The Freight type is chosen by default.

For both of these options you will be able to choose the bunker types: DL (LS MGO), DO (MGO), FL (LS FO) or FO. You can also input/edit the other fields, such as: Min Price, Max Price, Adjustment Factor/Agreed Consumption and Price. The Price field is still editable even though the input of the Min-/Max Price fields calculates the average price.

Create/Edit Modal For Bunker Adjustments

The total adjustment is calculated if the price is outside the minimum/maximum range, i.e:

  • Min range: 500, Max range: 550, Price: 600 => Positive adjustment

  • Min range: 500, Max range: 550, Price 400 => Negative adjustment

This calculation you can see as the price value in the second KPI tile by the last field called Bunker Adjustment:

Bunker Adjustment in Cargo KPI Tiles

Overview of BA Fields:

Fields
Description

Adjustment Type

Adjustment types, Mandatory(*), defaulted by "Freight"

Bunker Type

The different fuel types, Mandatory(*)

Min Price

Minimum price range, Mandatory(*)

Max Price

Maximum price range, Mandatory(*)

Adjustment Factor

Adjustment Factor, Mandatory(*), displays if Adjustment Type is set to 'Freight'

Agreed Consumption

Agreed Consumption, Mandatory(*), displays if Adjustment Type is set to 'Consumption'

Price

The price, Mandatory(*)

Miscellaneous

On the right side, below the Bunker Adjustment section, you can enter external reference, Trade, Cargo Text, Comment, Company, Business Unit and Cargo Operator:

Miscellaneous Section

Relets and Transshipments

At the bottom of this tab there is be a list of Relets and Transhipments for the cargo:

Relets and Transshipments Section

Sub-cargoes

In the Sub-cargoes tab you may enter sub-cargoes

The table headers for the sub cargoes

By clicking the blue plus icon in the top right corner you can create sub-cargoes.

Once clicked the below modal will appear:

Create / Edit Sub-cargo modal

Once the required fields are filled in the create button will be activated and you may create the sub-cargo. The modal for editing a sub-cargo is identical.

Various Cost/Revenue

In the various Cost/Revenue Tab there will be two tables. One table for various cost and one for various revenue.

To add a Various Cost click the blue plus icon in the top right corner. Once clicked the below modal will appear.

Once the required fields are filled in the create button will be activated and you can create the Various Cost.

To add a Various Revenue click the blue icon in the top right corner. Once clicked the below modal will appear:

Once the required fields are filled in the create button will be activated and you can create the Various Revenue.

To delete either a Various Cost or a Various Revenue select the item from the table by clicking the checkbox on the far left side.

Once one or more items are selected you can click the trashcan to delete the selected item(s).

Commissions

In the Commissions tab you can create new commissions by clicking the -icon to open a dialog to enter values, where "Broker" is mandatory:

Once clicked the below modal will appear:

Create Commission Modal

Once the required field is filled in the create button will be activated and you can create the new Commission, which then will appear in the table in the Commissions tab.

Freight Rate Tiers

In the Freight Rate Tiers tab, you can create, edit and delete different freight rate tiers for the cargo. It is also possible to choose between a tiered and a volume rate model.

Tiered: In tiered pricing, the per-unit freight rates are assigned to quantity-based ranges (tiers). When calculating the total freight, quantities are purchased from successive tiers, starting from the lowest. Example: In the below example, a cargo of 8000MT would have a freight rate of 11 USD for the first 4999MT and a freight rate of USD 12 for the remaining 3001MT. The freight rate will show as a weighted average on the cargo.

Volume: Here too, the freight rate is quantity-based. However, the per-unit freight rate is dependent on the range within which the total quantity falls. So, under this model, you would define the quantity ranges and the per-unit freight rate for each. Example: In the below example, a cargo of 8000MT would have a freight rate of 12 USD for the entire quantity.

If a cargo has one or more tiers in this section, the Freight Rate and Rule field in the Main Cargo Details section will be uneditable. Rule will also be changed to Rate.

To add another tier, click the icon in the top right of the list. This will bring up the modal to create a new tier. Enter the quantity from which this tier will be valid.

To delete one or more tiers, click on the checkbox mark on the left side of the list. Doing so will bring up the button to delete the tiers. Clicking on the button will bring up a confirmation modal.

Payment Terms

In the Payment Terms tab you can enter the payment details as per above fields.

Comments

In the comments tab there is a list of previous comments made, and at the bottom you can add new comments.

Cargo Drawer Actions

Navigate to these pages to read more about the various Cargo Drawer actions:

Allocate CargoDelete CargoView Cargo HistoryRelet CargoTransship and Preship CargoTransfer CargoConnect Cargo to CoARemove CoA from Cargo

Allocate Cargo

  1. Click a cargo in the Cargoes module list.

  2. When the drawer opens, open the action menuin the top right.

  3. Click the Allocate Cargo button to open a dialogue for allocation.

Action menu

The allocation dialogue is a three-step process. Once you have selected a vessel, a list of all the voyages on the vessel will appear. Sort and filter the list to find the exact voyage you want, select it, and a preview of the voyage schedule will appear, with cargo ports on the left, and port calls on the right. The scheduler will attempt to link the existing port calls on the voyage with the cargo's cargo ports. If no port call exists, a new one will be created at the end of the voyage. These are denoted by a blue "NEW" chip. You can re-arrange the port calls by dragging and dropping.

A vessel has been selected, and the voyages on that vessel is displayed
A voyage has been selected. The cargo port Trondheim will be linked to the existing Trondheim discharge port, while new port calls for Rotterdam and Bergen will be created.

When allocating, the cargo will also have its company and business unit changed to the voyage's company and business unit. You can edit the cargo's company and/or business unit after the allocating if you want it to be different from the voyage's.

Click Allocate to allocate the cargo. Any new necessary port calls will be created on the voyage.

Available voyages to allocate to

Only voyages with status Estimate, Unallocated, Allocated, Nominated and Operational that are part of the same Scenario will be available to select in the modal.

It is not possible to allocate cargoes to budget voyages.

Change Cargo Status

At the top of the drawer you can find a dropdown menu with available statuses for a cargo, which will open by clicking on the current status:

Available Cargo Statuses

The cargo status is a helper for you to understand where in the process you are. All statuses apart from 'Clean Fix' are the same in the sense that they do not change the functionality of the system. When you set the cargo status to 'Clean Fix', the Cargo Quantity in the Cargo drawer changes to be B/L Quantity. Meaning, when changing the Cargo Quantity on a 'Clean Fix"'cargo, it only changes the B/L Quantity, and not the Booked Quantity.

Transitioning the Status to 'Loaded':

For a cargo, you can change the status to 'Loaded' only from the status 'Clean Fix'. You are also able to change back to 'Clean Fix' from the status 'Loaded'. The same Deadfreight/Overage, Booked Quantity, etc. calculations will happen when in these two statuses. Likely, this status will be used to mark the last transition of a cargo.

When Nominating a Voyage

All cargoes on a voyage will have their status changed to 'Clean Fix' when the voyage is changed to 'Nominated' status. The only exception to this is if the cargo already has status 'Loaded'.

Delete Cargo

When deleting a cargo you will be presented different options based on the cargo you are deleting

📖 Some background

Cargoes are loaded and discharged in cargo ports and these cargo ports are linked to the port calls you find in the voyages schedule.

One port call can be linked to:

  • no cargo port - for port calls to Bunkering, Canal Passages etc.

  • one cargo port - when loading/discharging one cargo

  • more than one cargo port - when loading/discharging more than one cargo

When deleting a cargo the link between the cargo ports and port calls will define what options you will see in the delete cargo window.

📋 The options

1️⃣ When deleting a cargo which has cargo ports linked to a port calls which are linked to some other cargos cargo ports you will get a simple confirmation message before cargo is deleted as per below

The same confirmation message will always be shown for unallocated cargoes.

2️⃣ When deleting a cargo which has cargo ports linked to port calls which are not linked to any other cargoes cargo port you will get option to also delete the linked port calls. This makes it easier to keep your schedule clean and correct.

The Timeline shows the voyages schedule on the right side and the cargo ports of the cargo you are about to delete on the left side.

When ticking the checkbox the port calls marked in red will also be deleted from the schedule.

Relet Cargo

A relet can be defined as the act of sub-chartering a cargo to other owners to transport. A relet always covers the entire voyage of a relet cargo.

Relets are listed at the bottom of the cargo drawer under "Relets and Transhipments".

Relet a Cargo

  1. Open the Cargoes module in the Core section.

  2. Click a cargo in the list to open it in a drawer.

  3. At the top right in the drawer, click More and select Relet to Another Owner.

  4. Fill in the "Owner" field and click Confirm.

Reletting a cargo will create a copy holding most of the same data of the cargo to be relet in the system. This new cargo has cargo type and thus it is has a freight cost instead of a freight revenue.

Delete a Relet

  1. Find the cargo that was relet.

  2. Find the relet listed under "Relets and Transhipments" in the cargo drawer and click to open it.

  3. At the top right in the drawer, click Moreand select Delete.

Synchronisation

Editing the cargo quantity, measurement unit, commodity or the planned BL Date of a relet cargo or its connected cargo will trigger an identical change on the other cargo to keep them synchronised on these fields.

Convert Cargo to Relet/Non-Relet

The convert cargo to relet function gives you the possibility to change your cargo from generating a freight revenue to instead generating a freight cost.

Convert Cargo to Relet

  1. Open the Cargoes module in the Core section.

  2. Click a cargo in the list to open it in a drawer.

  3. At the top right in the drawer, click More and select Convert Cargo to Relet.

The cargo type will now change to be and the cargo freight will be considered a cost in the voyage profit and loss calculation.

Convert Cargo to Non-Relet

  1. Open the Cargoes module in the Core section.

  2. Click a cargo in the list to open it in a drawer.

  3. At the top right in the drawer, click More and select Convert Cargo to Non-Relet.

The cargo type will now change to be or and the cargo freight will be considered a revenue again in the voyage profit and loss calculation.

Transship and Preship Cargo

A transshipment is the shipment of cargo to an intermediate destination, then by a different vessel to another destination. It is a type of relet created from a cargo booking from a particular discharge port at the end of an original booking.

A preshipment is another type of relet created from a cargo booking. It is the transportation of a cargo from a location to that cargo's load port in an existing cargo booking.

Transshipments and preshipments are listed at the bottom of the cargo drawer under "Relets and Transshipments".

Transship or Preship a Cargo

  1. Open the Cargoes module in the Core section.

  2. Click a cargo in the list to open it in a drawer.

  3. At the top right in the cargo drawer, click Moreand select Transship or Preship.

  4. Fill in the fields listed below.

  5. Click Confirm to relet the cargo.

Transshipment

Field

Description

Owner

Owner of the vessel to transship the cargo.

From Port

A discharge port in the cargo booking.

To Port

The final destination.

The To Port will be automatically added to the cargo field Final Destination.

Preshipment

Field

Description

Owner

Owner of the vessel to preship the cargo.

From Port

The originating port.

To Port

A load port in the cargo booking.

The From Port will be automatically added to the cargo field Place of Origin.

Transfer Cargo

A cargo transfer is a type of transshipment where a cargo is transported on two voyages. The cargo is transported on the first voyage to an intermediate port and then further transported on a second voyage to its final port.

You start with a cargo with a load and discharge port which represents the first part of the cargoes journey (on the first voyage). From a system perspective, the action "transfer" creates a new cargo for the second part of the journey (on the second voyage).

The original cargo will receive cargo type "Has Transfer", and the new cargo will receive cargo type "Transfer."

The following fields are synchronised:

  • cargo quantity and measurement unit

  • commodity

  • discharge rate + terms of has transfer cargo = load rate + terms of transfer cargo

Transfer cargoes are listed at the bottom of the cargo drawer under "Relets and Transshipments".

Transferring a Cargo

  1. Open a cargo drawer.

  2. At the top right in the cargo drawer, click More and select Transfer.

  3. Fill in the form fields:

    1. Owner of the vessel to transship the cargo.

    2. Final discharge port of the transfer.

    3. Second vessel to transport the cargo.

    4. Second voyage to transport the cargo.

  4. Click Transfer.

The discharge port of the original cargo will be the load port of the transfer cargo.

Connect Cargo to CoA

If you click the Connect to CoA button in the secondary actions menu on in a Cargo Drawer,

Secondary Action Menu in Cargo Drawer

you will open the Connect to CoA modal:

Connect to CoA modal

In this modal you choose which CoA Line you want to connect the Cargo to and click Confirm to connect it. Doing so will update the Company and Business Unit of the Cargo to be the same as the Company and Business Unit of the CoA.

When you have connected the cargo to a CoA Line, you will see a chip at the top of the Cargo Drawer that says Contract of Affreightment as well as which CoA Line you've connected it to (40129002 in this example).

Cargo Drawer when connected to CoA Line

The CoA number chip (40129002) is a clickable chip that will open up the drawer of the CoA.

Remove CoA from Cargo

When a cargo has been connected to a Contract of Affreightment (CoA), a secondary action called 'Remove CoA' will be enabled which will allow you to revert the connection and disconnect the cargo from the CoA. If the Cargo does not have any CoAs connected, the Remove CoA button will be greyed out and disabled. The Secondary Action menu is opened by clicking the triple-dot icon in the upper right of the Cargo Drawer

Secondary Action Menu

Clicking the 'Remove CoA' button will instantly disconnect the CoA link from the Cargo.

Template Cargoes

Template cargoes are currently handled in Contract of Affreightment Line module.

Template Cargoes

Capacity Plan

The capacity plan gives you a monthly overview if your fleet is over or under booked with cargoes. For each months and each trade, we compare the available cargoes to the capacity in your fleet which is serving that trade.

To open the Capacity Plan, go to Chartering > Cargoes and select Capacity Plan in the top bar.

Overview

You can navigate between the current month and future months at the top of the dashboard. You also filter to restrict the view to a particular set of trades.

The are three summary cards at the top displaying information on all trades selected in the filter :

  • Free capacity: Total deadweight - total weight

  • Deadweight: Total deadweight of vessels loading in the selected month

  • Weight: Total weight of cargoes with laydays commencement in the selected month.

For free capacity and weight, we distinguish between total values and fixed values. The latter takes only cargoes into account which have status "Clean Fix".

Category

Status

Not Fixed

Indication

Firm Offer

Working

On Subject

Fixed

Clean Fix

Summary

Description

Values

Free Capacity

Remaining deadweight tonnage summing all vessels and cargoes

Total: Deadweight - total weight

Fixed: Deadweight - fixed weight

Deadweight

Deadweight of vessels

Total: Sum of deadweight of vessels

Weight

Weight of cargoes

Total: Sum of weight of cargoes of any status

Fixed: Sum of weight of cargoes of fixed status

Trade panels

An expandable panel is shown for each trade, with totals for that trade. There are two lists inside the panel, one for cargoes by charterer and one for vessels.

Cargoes by charterer

In each trade panel there is a list of total cargo weight and volume grouped by charterer. Only cargoes where laydays commencement lies in the selected month are counted.

All "fixed" charterer cargo totals are listed first, while "not fixed" entries are indicated in grey.

Column

Description

Charterer

Name of the charterer

Weight (MT)

Total cargo weight in metric tons

Volume (M³)

Total cargo volume in cubic meters

Vessels

In each trade panel there is a list of vessels. For each voyage in the master fleetplan, the vessel that voyage is allocated to is listed if the following two criteria are met:

  1. The voyage is marked with this trade or its performance cargo belongs to the trade.

  2. The voyage has arrival date in the first load port within the selected month.

Column

Description

Vessel

Name of vessel

DWT

Deadweight of the vessel

Open Date

Arrival date in the first load port

Open Port

First load port

Previous Trade

Trade of the previous voyage on the vessel

Sub-cargo

A list of sub-cargoes can be found under Cargoes menu item as a tab at the top of the page.

Cargoes tabs

The list contains sub-cargoes from allocated and unallocated cargoes.

To edit a a sub-cargo, click an item in the list to see a dialog window open.

View Cargo History

The Cargoes page is designed to be able to show the history of cargoes by setting filters and customising columns to your needs.

In the Cargoes list you can use the existing columns along with the optional column "Voyage Start Date" and use the filters of the list to view the history of cargoes.

Example of cargo history. Voyage Start Date column has been selected, and cargoes are filtered on a specific vessel.

Port Calls

Find Port CallsMaintain Port CallsRegister Noon ReportsRegister ArrivalsRegister BerthsRegister UnberthsRegister In Port ReportsRegister DeparturesView Service Orders on Port CallsView Bunker Orders on Port CallsUse Cost from Service OrdersPort Call Bunkers and OverviewView Vessel Reports on Port CallsView Port Log on Port Calls

Find Port Calls

Open the Port Calls List module in the Core section.

Using Filters

By using the list of port calls that opens on the Port Calls module, you can use the quick filters to find the port call you are looking for.

Depending on your access permissions, the list of port calls might be pre-filtered based on your system user security rights. Vessel operators can quickly filter the list to only show your port calls with the quick filter called "My Port Calls"

Specialty role: Vessel User: If you are a user onboard a vessel, the list will be showing only port calls related to that vessel.

Maintain Port Calls

When you have located a Port Call from the Port Call list, click it and the details will show in a panel (so called "drawer") on the right hand side.

Register Reports

At the top of the drawer you can locate an action menu with several action options:

  • Register Noon Report

  • Register Arrival

  • Register In Port Report

  • Register Departure

Port Call Tabs

In the Port Call drawer, you can look through the different tabs below to display all the relevant information:

Tabs In The Port Call Drawer

More detailed information in each of the tabs you can find under in the Port Calls section. Ex. "View Service Orders on Port Calls" for more information about Service Orders in each Port Call.

Days Extra In Port

Showing the average days extra in port for load- and discharging ports. This is only enabled when Days Extra In Port is the same for all Port Calls of the same Reason For Call. When updating, all Port Calls with the same Reason For Call will be updated. Days Extra In Port can also be updated when editing a port call.

Speed Order

The "Speed Order" field can be found in the Port Call module, in the Overview tab. This field allows changing the speed of a specific sea passage. In the drop-down menu, you will find Speed Orders from the vessel configuration that are relevant to the port call passage - Ballast or Laden. The speed order you choose will only affect the selected leg.

(Figure 1) Ballast Port Call Speed Order

To read on how to configure the vessel speeds, please refer to vessel documentation.

Register Noon Reports

To register a Noon Report, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Noon Report". A dialog will open and allow you to enter the details.

The bunker categories listed here are only those that were used during the voyage.

Register Arrivals

To register an arrival in a Port, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Arrival". A dialog will open and allow you to enter the arrival details.

The bunker categories listed here are only those that were used during the voyage.

If the registered date is in the past, the arrival date of the port call will be locked. Registered ROBs will also be locked as Arrival ROBs.

Register Berths

To register a berth in a Port, open the drawer for the given Port Call by clicking it in the list. Then click the icon at the top of the drawer and select "Register Berth". A dialog will open, allowing you to enter the berth date and the remaining quantity of bunkers on board upon berthing. The bunker categories listed here are only those that were used during the voyage.

If registered date is in the past, the berthed date will be locked. Registered ROBs will be locked as Berth ROBs.