Converting Voyage to Template

A voyage can be converted into Template Voyage, along with some other features

How to Convert

In order to convert a voyage to a template voyage, you need to open a Voyage's drawer and click the secondary actions menu in the top-right and select the "Convert to Template..." action:

Secondary actions menu

After selecting the action, you will get a modal which allows you to select the following actions:

Convert to Template modal (for SPOT)

Options

Create New CoA - converts this voyage into a template, and creates a new CoA (Contract of Affreightment) that will be linked its performance cargo.

Create Unallocated Voyage - converts this voyage into a template, and creates a new non-template voyage of status 'Unallocated', that is linked to this template.

Budget Scenario - converts this voyage into a template, and sets the scenario to be the Budget scenario that is selected. The other options are disabled when choosing this option.

Requirements

Cannot be converted into a template:

• Template voyages

• Unallocated voyages

• Allocated voyages

• Nominated voyages

• Operational voyages

• Invoiced voyages

• Operationally Closed voyages

• Closed voyages

The voyage's type (SPOT, TC & CoA) does not matter in regards to whether you're allowed to convert or not. However, there are some conditions for each type:

SPOT - both options will be available.

TC (and has cargoes) - none of the options will be available, but you can still convert.

CoA - both options will be available and the 'Create New CoA' option is selected by default. If deselecting this option, the template voyage will continue to use the old CoA instead of creating a new.