SIDA

Short Description

1. All features implemented for Estimate voyages (create, update, copy, move etc) should also be available for Unallocated voyages

2. All business logic which depends on a voyage being Estimate, Budget, Unallocated or Actual should take Unallocated into consideration so that Unallocated voyages does not have impact on calculations of other voyages

3. All reports which depends on a voyage being Estimate, Budget, Unallocated or Actual should take Unallocated into consideration so that Unallocated voyages does not have impact on report output

VMS-231

Dataloy VMS enables users to enter unallocated voyages either via the the Voyage Estimate, Booking and Operations or the COA Planner modules. There are different options available when making a booking, either a new voyage can be created and the cargo to be booked added to it, or an existing voyage can be opened and a cargo can be added to an already existing one, (i.e. a cargo can be booked to be transported by a vessel during the same voyage as another booking).

Unallocated voyages are planned, and often contracted voyages, tht have yet to be assigned a s vessel. There are no limit as to how many unallocated voyages can be antered and scheduled in the VMS. Any type aof voyage can be an unallocated voyage, those with a fixed trade (i.e. has a laycan), contractual voayges, ongoingn voyages (no laycan) and "undefined" voyages, i.e. voyages not yet decided whenor with what vessel they are to take place.those withought, etc.

OBS! I SD: definiera budget rsor... as estimate but NOT actual voyages.

Uallokerte reiser er en liste med reiser som ennå ikke er allokert til skip

Ingen begrensninger på hvor mange sånne reiser man kan legge in frem i tid, Disse vil ikke vises i FSP fleet plan - nødt til og/eller ønsker å få plassert 

Unallocated voyages of high quality can be generated efficiently in order to plan future voyages and to have them allocated in a timely manner. The unallocated voyages are either based on Scheduled Budget voyages or created one by one in the Voyage Estimate, Booking and Operations and in the COA Planner modules.

There are four methods to book a cargo:

• Voyage Estimate:
  • Creating a new voyage and cargo which, once the estimate is turned into a fixture, will automatically be transferred to operations for execution. Here, the cargo IS the booking.
  • Adding a cargo (i.e. making a booking) to an already existing fixture. Once added to the fixture's adjusted estimate, it will automatically transfer to operations.
    
    
• Booking and Operations:
  • Creating a new voyage and cargo directly in operations
  • Adding a cargo (i.e. making a booking) to an already existing fixture.
    
    
• COA Planner
  • dsd

    On this screen you can see that there is a red colour on the allocated voyages that means that it's a COA, and we also differentiate between spot voyages and time charters, but this is of course for you to prioritise which voyages are most important.

    VC, TC, har COA, har inte COA.

The To-Make-A-Booking process page provides step-by-step instructions on how to perform a booking by creating an new voyage and adding a cargo and by booking a cargo to an already existing voyage both using the Voyage Estimate module and directly in the Booking and Operations module.

Long Description

Create an Unallocated Voyage (Voyage Charter) using Voyage Estimate

1. Create a new voyage charter or locate and/or copy an existing voyage charter 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 Date 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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Create an Unallocated Voyage using Booking and Operations

1. Go to Modules > Booking and Operations > Booking and Operations. The Booking and Operations window will open. 
2. Go to the Voyage Menu > New > Unallocated Voyage.
   
   
   
   
3. A pop-up will open.
   
   
   
   
4. Enter either
   1. applicable vessel to create an unallocated voyage for under Vessel or
   2. click the Triple Dot Selector next to the field. A pop-up with a list of input values will open. Select vessel and click OK.
      
      
      
      
5. Select applicable voyage trade and port calls.
   
   Example:
   
   
   
   
6. Click Create Voyage.
7. The new unallocated voyage will automatically be listed Booking and Operations > Vessel List Tab > Unallocated > applicable vessel.
   Note: Only ONE unallocated voyage can be created at a time.
   
   Example:
   
   
   

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Generate Unallocated Voyages Based on Scheduled Budget Voyages in Booking and Operations

1. Go to Modules > Booking and Operations > Booking and Operations. The Booking and Operations window will open. 
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.
3. Click OK. The number of generated voyages with laycan dates will be added as rows in the Scheduled Voyages tab.
6. Locate and click 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 voyage it/they were based on - with laycan (if based on a COA, copied from the COA) but without allocated vessel - in the Unallocated List.
    IMPORTANT: If selected "base-voyage" has both alloocated and unallocated voyages scheduled, the VMS will ONLY create new unallocted voyges based on existing unallocated voyages - NOT on the allocted ones.  
    
    Example:
    
    
    

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Create an Unallocated Voyage Using the COA Planner

1. Go to Modules > Contracts Management > COA Planner tab. The COA Planner tab will open. 
2. Click the COA to be used in the left-hand menu. The COA model voyage will show as a row in the Model Voyages field.
3. Click the model voyage to create unallocated voyage/s from - it will highlight and and it's scheduled voyages display in the Scheduled Voyages field.
4. Click the scheduled voayge to be edited - it will highlight.
5. Click Create Unallocted Voyages.
6. The Create Unallocated Voyages? pop-up will open asking for confirmation to create unallocated voyages for the aselected Budget voyage. Click Yes.
7. The pop-up will close. An unallocated voyage will generate and
8. Enter Laycan dates.
9. When creating model schedule voys in the COA, will aut appear under Budget voya in Booking and Operations.
10. Som ovan selec i scedule voys vilken base unall voys on, etc.

When a Schedueled model voyage is created in the COA Planner, the voyage also automatically appears as a budget voyage in Booking and Operations and when an unallocated voyage is created, it will display under Unallocated Voyages in Booking and Operations.

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