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Short Description

Appointing, updating and cancelling port calls are part of the Disbursement Account (DA) process and can only be performed in the Booking and Operations module of Dataloy VMS. Appointing a port call is the initial step of the process.

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Chapter ContentsChapters:

Long Description

To appoint port call

Appoint Port Call

1. Go to Modules > Booking and Operations > Booking and Operations. The Booking and Operations window will openopens.
2. Select applicable vessel and voyage. The route with port calls will appear opens in the lower section of the screen.
   
   Example:
   
   Ocean Carrier
   
   
   

3. In the Port Rotation - Cost tab enter applicable agent in applicable port call row field in the Agent column.
   Note: An agent MUST be set BEFORE appointing a port call.
   
   Example:
   
   Ocean Carrier
   
   
   

4. In the Port Rotation - Schedule tab click the port call to be appointed - it will highlight.
5. Right-click and in the menu that appears opens go to Agency System > Appoint Port Call.
   
   Example:
   
   Ocean Carrier
   
   
   

6. Selecting Agent Type applies to S5 integrations ONLY. All other integrations: go to Step 7.

   1. S5 Integrations:
      1. The Agent Type pop-up will appear opens and from the drop-down menu choose select applicable agent type.
         
         Example:
         
         
         
         
      2. Click OK. The pop-up will close and another appear open requesting confirmation of appointment.
      3. Click Yes. The pop-up will close.

7. Anchor
   S51 S51

   The port call information is sent to applicable agency system and in the Port Call Browser module the port call's status will change changes from Not Sent to Sent in the Agency Appointment Status column.
   
   Example:
   
   Ocean Carrier
   
   
   
8. Once the appointment has been validated by the agency system an acknowledgement will be sent to Dataloy VMS. Once received, the port call's status will change changes to Appointed.
9. To continue with the DA process - go to the Receive DA Data page.

To update port call

Update Port Call

1. Go to Modules > Booking and Operations > Booking and Operations. The Booking and Operations window will openopens.
2. Select applicable vessel and voyage. The route with port calls will appear opens in the lower section of the screen.
3. Specify Agent:
   1. If an agent Agent is already specified in the Port Rotation - Cost tab: go to Step 4.
   2. If no agent Agent is specifiednot specified:
      1. Go to the Port Rotation - Cost tab.
      2. Enter applicable agent in applicable port call row field in the Agent column.
         Note: An agent MUST be set BEFORE appointing a port call.

4. Anchor
   S52 S52

   In the Port Rotation - Schedule tab click the port call to be updated - it will highlight.
5. Right-click and i in the the menu that appears opens go to Agency System > Update Port Call.
   
   Example:
   
   Ocean Carrier
   
   
   
6. Selecting Agent Type applies to S5 integrations ONLY. All other integrations: go to Step 7. 
   1. S5 Integrations:
      1. The Agent Type pop-up will appear opens and from the drop-down menu choose select applicable agent type.
         
         Example:
         
         
         
         
         
      2. Click OK. The pop-up will close and another appear open requesting confirmation of appointmentupdated appointment.
      3. Click Yes. The pop-up will close.

7. Anchor
   S53 S53

   Click Yes. The pop-up will vanish close and the port call update is sent to applicable agency system and in the Port Call Browser module the port call's status will change changes from Appointed to Update Sent in the Agency Appointment Status column.
8. Once the update has been validated by the agency system an acknowledgement will be sent to Dataloy VMS. Once received, the port call's status will change changes to Updated.

9. To continue with the DA process - go to the Receive DA Data page.

To cancel port call

Cancel Port Call

1. Go to Modules > Booking and Operations > Booking and Operations. The Booking and Operations window will openopens.
2. Select applicable vessel and voyage. The route with port calls will appear opens in the lower section of the screen.
3. In the Port Rotation tab click the port call to be cancelled - it will highlight.
4. Right-click and i the in the menu that appears opens go to Agency System > Cancel Port Call.
   
   Example: Clipper Golfito
   Image Removed
   
   Ocean Carrier
   Image Added
   
   
5. Selecting Agent Type applies to S5 integrations ONLY. All other integrations: go to Step 7.
   1. S5 Integrations:
      1. The Agent Type pop-up
   will appear
   1. 1. opens and from the drop-down menu
   choose
   1. 1. select applicable agent type.
         
         Example:
         
         Image Modified
         
         
6. 1. 1. Click OK. The pop-up will
vanish
7. 1. 1. close and another
appear
8. 1. 1. open requesting confirmation of cancellation.
      2. Click Yes. The pop-up will
vanish and the
9. 1. 1. close.

10. Anchor
    S54 S54

    The port call cancellation is sent to applicable agency system and in the Port Call Browser module the port call's status will change changes from Appointed to Cancellation Sent in the Agency Appointment Status column.
11. Once the cancellation has been validated by the agency system an acknowledgement will be sent to Dataloy VMS. Once received, the port call's status will change changes to Cancelled.
12. To continue with the DA process - go to the Receive DA Data page.

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