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To Create an Unallocated Voyage (Voyage Charter) using Voyage Estimate

  1. Create a new voyage charter or locate and/or copy an existing one to be scheduled as an unallocated voyage by following the step-by-step instructions at To Create a Voyage Charter Calculation/Estimate, Steps 1-8. 
  2. If the voyage is
    1. not COA-based: leave LayCan fields of applicable cargo blank in the Cargoes field (for duplicated voyages: delete any existing LayCan dates).
      Note: Laycan fields are to be blank to enable scheduling at whatever date, for example for "dummy-voyages".

      Example:



    2. COA-based: Ensure the COA is linked to the estimate (COA field) and enter laycan dates.

  3. Go to the Voyage menu and from the drop-down select Schedule > Unallocated Voyage....



  4. The Freeze Voyage - Check These Values Before Proceeding pop-up will open.

    Example:



  5. Fill in the fields as follows (as applicable):
    1. Enter either
      1. the name of the company responsible for the voyage under Company Name (MANDATROY) or  
      2. click the Triple Dot Selector next to the field. A pop-up with a list of input values will open. Select field and click OK. 



    1. The name of the business unit responsible for the voyage under Business Unit Name (MANDATROY). 
    2. Enter the name of the pool responsible for the voyage (if applicable) under Pool Name.
    3. Enter applicable trade route under Trade/Pattern.
    4. Enter the name of the person responsible for the voyage under under Responsible Charterer.
    5. Enter the name of the person responsible for operating the voyage under Responsible Operator.
    6. Enter the number of days that compose the demurrage timebar (if any) under Demurrage Timebar.
    7. Enter either 
      1. the charter party (CP) date under CP Dat or
      2. click the Triple Dot Selector next to the field. A pop-up with a calendar will open. Select date and click OK.



    8. The Last Voyage for current CP will always by default be disabled when creating an unallocated voyage charter voyage.
    9. Enter the vessel earning point under Vessel Earning Point.
      Note
      : ONLY used to override if the vessel used in the voyage calculation has a different vessel earning point than the intended vessel for the voyage.
    10. The Vessel IMO No field displays a vessel's IMO number. 
      Note: Disabled by default, i.e. possible to freeze voyage without IMO. To enable - contact Dataloy.
    11. The Internal Relet section  - leave blank.
      Note
      : Disabled by default. ONLY activates when a voyage is a Time Charter (TC) In AND the selected business unit when freezing is other than business unit in the TC contract. 
    12. Enter the index against which the voyage will be measured (or benchmarked) under TC Benchmark Index.  
    13. Enter the percentage of the index a voyage is benchmarked against under Percent.
      Note
      : Defaults to 100%.
    14. Enter applicable Payment terms (if any).
      Note:
       Payment in a COA linked to the calculation or default payment terms added via the Charterer automatically displays.
      1. Enter a payment term for each cargo:
        1. If multiple payment terms, enter in per cent the amount to be paid under the first payment term under %.
          Note
          : If a single payment term - enter 100.
        2. Enter applicable payment term under Payment Term.
        3. Enter applicable baseline term under Baseline Term.
        4. If multiple payment terms, shows in per cent the amount to be paid under the second payment term under %.
          Note
          : If a single payment term - will show 0.
        5. If a second payment term - enter the second payment term under Payment Term 2.
        6. If a second payment term - enter the second baseline term under Baseline Term 2.
  6. Click Proceed. A pop-up will open advising that scheduling the voyage has succeded. Click OK.
  7. The voyage calculation will automatically move to the Booking and Operations module as an Unallocated Voyage (i.e. a planned, and often contracted voyage, that has yet to be assigned a vessel, listed under Booking and Operations > Vessel List Tab > Unallocated). 
    Note: Only ONE unallocated voyage can be created at a time. Also, the voyage status indicator in the Voyage Estimate module changes from solid green to “T with purple background" (also referred to as “TCalc”).

    Example:



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To Create an Unallocated Voyage (Time Charter Out) using Voyage Estimate

  1. Create a new time charter out or locate and/or copy an existing one to be scheduled as an unallocated voyage by following the step-by-step instructions at To Create a Time Charter Out Calculation/Estimate, Steps 1-8.
  2. Go to the Voyage menu and from the drop-down select Schedule > Unallocated Voyage....



  3. The TC Contract dialogue box will open.

    Example:



  4. Review and enter relevant details in each respective tab as per applicable instructions on the Time Charter Contracts page (under To enter a Time Charter (TC) In Contract).
    Note: Quick calculations need not have all details entered, only calculations to become fixtures. The TC Out Contract dialogue box tabs corresponds to the Time Charter Contracts tabs as the same details are needed, irrespective of it being a TC In or Out.

  5. Click Proceed.
  6. The dialogue box will close and the Freeze Voyage - Check These Values Before Proceeding pop-up will open.



  7. Fill in the fields as follows:
    1. Enter either
      1. the name of the company responsible for the voyage under Company Name (MANDATROY) or
      2. click the Triple Dot Selector next to the field. A pop-up with a list of input values will open. Select field and click OK.


         
    2. The name of the business unit responsible for the voyage under Business Unit Name (MANDATROY).
    3. Enter the name of the pool responsible for the voyage (if applicable) under Pool Name.
    4. Enter applicable trade route under Trade/Pattern.
    5. Enter the name of the person responsible for the voyage under under Responsible Charterer.
    6. Enter the name of the person responsible for operating the voyage under Responsible Operator.
    7. Enter either
      1. the charter party (CP) date under CP Date (MANDATORY) or
      2. click the Triple Dot Selector next to the field. A pop-up with a calendar will open. Select date and click OK.



    8. Check Last Voyage for current CP if vessel is under TC In contract and on its final voyage prior to re-delivery. Otherwise - leave UNCHECKED.
    9. Enter the vessel earning point under Vessel Earning Point. 
      Note: ONLY used to override if the vessel used in the voyage calculation has a different vessel earning point than the intended vessel for the voyage.
    10. The Vessel IMO No field displays a vessel's IMO number.
      Note: Disabled by default.
    11. The Internal Relet section  - leave blank
      Note: Disabled by default. ONLY activates when a voyage is a Time Charter (TC) In AND the selected business unit when freezing is other than business unit in the TC contract. 
    12. Enter the index against which the voyage will be measured (or benchmarked) under TC Benchmark Index.
    13. Enter the percentage of the index a voyage is benchmarked against under Percent.
      Note: Defaults to 100%.
  8. Click Proceed. The time charter calculation will automatically transfer to operations (Booking and Operations) as an Unallocated Voyage (i.e. a planned, and often contracted voyage, that has yet to be assigned a vessel, listed under Booking and Operations > Vessel List Tab > Unallocated).
    Note: The voyage status indicator in the Voyage Estimate module changes from solid green to “T with purple background" (also referred to as “TCalc”). Only ONE unallocated voyage can be created at a time. To create additional unallocated voyages copy the estimate and repeat process or go to Booking and Operations > Vessel List > Unallocated dropdown > locate voyage. Use Copy/Move to create applicable number og voyages.

    Example:


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  1. Go to Modules > Booking and Operations > Booking and Operations.
  2. Choose the applicable Budget Version in the Vessel List tab.
  3. Locate the voyage to generate an unallocated voyage/s from - its details will display.
  4. Click the Scheduled Voyages tab. All (if any) scheduled voyage/s (allocated and unallocated) will display.
  5. If voyages are to be generated go to Step 5a. If not, go to Step 6.
    1. Either
      1. click Add Voyage to add a single blank scheduled voyage to the Scheduled Voyages tab or
      2. click Auto Schedule... to schedule voyage/s with an endpoint or or with fixed intervals:



        1. Fill in the fields as follows (as applicable):
          1. If Schedule with fixed endpoints:
            1. Enter the start date under From Date:.
            2. Enter the end date under To Date:.
            3. Enter the number of voyages to be created under Number of Voyages:
            4. Enter the number of laycan days under LayCan Spread:.
          2. If Schedule with fixed intervals:
            1. Enter the start date under From Date:.
            2. Enter the number of voyages to be created under Number of Voyages:
            3. Select the number of interval months from the drop-down menu under Inverval.
            4. Enter the number of interval days under Interval.
            5. Enter the number of laycan days under LayCan Spread:.
        2. Click Generate. Once generated, a pop-up opens advising the number of generated voyages. Click OK. The number of generated voyages with laycan dates will be added as rows in the Scheduled Voyages tab.
  6. Locate the voyage to create unallocated voyages from.
  7. Click Create Unallocated Voyages.

    Example:



  8. A pop-up opens requesting confirmation to create unallocated voyage/s. Click Yes.
  9. Once generated, a pop-up opens advising the number of generated voyages. Click OK.
  10. The new voyages will display as copies of the voayge voyáge it/they were based on , - with laycan (if entered) but based on a COA, copied from the COA) but without allocated vessel - in the Unallocated List.
    IMPORTANT: If the selected "base-voyage" has for example six scheduled voyages of which two are allocatedboth alloocated and unallocated voyages scheduled, the VMS will NOT create ONLY create new unallocted voyges based on the two allocated, but base new existing unallocated voyages on existing - NOT on the allocted ones.  
  11. Check om reser egne reiser med laycan?

    Example:
    Image Removed
  12. Once all unallocated voyages are created a coonfirmation window will open.
    Note: lagar en kopi
  13. fdgfdgfgd Ha med on en del readan allocated wioll not be copied as unalloccated. Bara de som øer unnall will be "created" ex. om det finns 6 resaor varav 4 ær unall och 2 ær al, endast 4 nya unall will be created in the Unallocated section.

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  1. Ny bild från UNallocated tab listing generated unallocated voyages.

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How to Create an Unallocated Voyage using the COA Planner

  1. Go to Modules > Contracts Management > COA Planner.
  2. Select COA modeul Voy- - Se COA Planner module for formulering
  3. The COA Planner tab window will open.The added COA to the COA Planner will display under By Charterer in the left-hand menu tree and the voyage calculation as a module voyage row in the Model Voyages field.

    Example:

    Image Added
  4.  To schedule a voyage or voyages based on a model voyage: se ovan add Voy & Auto Schedule.
  5. Got o bara om behlcvs.
  6. Click OK. Both the Auto Schedule and Message pop-ups will close and all generated scheduled voyages based on the COA and model calculation needed to fulfil the COA will display.

    Example:

    Image Added
  7. Whebn creating model schedule voys in the COA, will aut appear under Budget voya in Booking and OPerations.
  8. Som ovan selec i scedule voys vilken base unall voys on, etc.
  9. Click Create Unallocted Voyages

 

TVÅ Generate unallocated voyages in  the COA Planner either TAb in Scheduled voayges - when created aut appears as Budget voyages in Booking and Operations.

As a Trader, I want to have a list of all Scheduled Voyages which are not yet generated as Unallocated Voyages and be able to select one or multiple to generate unallocated voyages from, so that I can work more efficiently

Add list of non-generated scheduled voyages 

A new tab with a list of all scheduled voyages which are not generated.
- Ability to Select All, None, Individual records, also while using filters. Must be made generic features in lists.
- Should show across all model voyages, COAs and customers
- The following columns should show and be possible to filter and sort by:
* Business Unit
* Charterer
* Contract No
* Vessel Name
* Reference
* Lay Date
* Can Date
* Option
* Option Status
* External Reference (see new story in this same sprint)
* Comments
* External Reference (new field, ref other user story)
- Sort the list default by
* Business Unit
* Charterer
* Contract No
* Lay Date
- Once ready, click Generate Unallocated and all selected are created and the list refreshed.

Egen sida Egen tab.NY SIDA - precis som vessel PLanner and Long Short POsition
In the COA Planner, under "Scheduled Voyages",

A new tab with a list of all scheduled voyages which are not generated.
- Ability to Select All, None, Individual records, also while using filters. Must be made generic features in lists.
- Should show across all model voyages, COAs and customers
- The following columns should show and be possible to filter and sort by:
* Business Unit
* Charterer
* Contract No
* Vessel Name
* Reference
* Lay Date
* Can Date
* Option
* Option Status
* External Reference (see new story in this same sprint)
* Comments
* External Reference (new field, ref other user story)
- Sort the list default by
* Business Unit
* Charterer
* Contract No
* Lay Date
- Once ready, click Generate Unallocated and all selected are created and the list refreshed.

 

Ni lager era modellkalkyleri COA Planner i VMS och blir tillgängliga i COA PLanner och i B&O under Budget reise. Så var gång en model reise skapas i COA Plannern (COA Planner -resise) skapas samma under Budget som en Budget resa i B&O.

As a User, I want to set the Budget Version when I add a voyage to the COA Planner, so that the voyage appears as a budget voyage in Booking and Operations


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