Bulk Update Menu

Short Description

The Bulk Update menu contains features enabling simultaneous bulk updates of a particular row field containing a certain value or text to be changed and have the new input apply to all relevant records. The purpose is to improve the accuracy and effectiveness and to save time of a voyage calculation. Bulk updates can be performed for ports entered in the Cargo Ports field and for various cost/revenue items associated with particular cargoes in the Various Cost/Revenue field. It also allows for bulk update of the various items in the Bill of Lading (B/L). 

There are menu consists of the following options:

• Bulk Update - Cargo Ports
• Bulk Update- Various Items - Cargo
• Bulk Update - Various Items - B/L

Location:  Modules > Voyage Estimate > Bulk Update Menu.

Chapters:

Long Description 

Bulk Update - Cargo Ports

The Bulk Update - Cargo Ports option enables simultaneous bulk updates of a particular row field of multiple port rows in the Cargo Ports field.

Bulk Update Cargo Ports:

1. Go to Modules > Voyage Estimate. The Voyage Estimate window opens.
2. Open the voyage calculation where a cargo ports bulk update is to be performed. Its fields will display.
3. Go to the Bulk Update menu and from the drop-down select Bulk Update - Cargo Ports.
   
   
    

4. The Bulk Update  - Cargo Ports dialogue box opens.
   Note: Click Switch Layout to alter the dialogue box layout. Click again to revert to default layout.
   
   Example:

   
   
   
5. In the upper field  click the magnifying glass icon at the top-right corner. A row will display above the columns.
6. Filter as applicable, by for example port, currency, quantity, etc., so only the records to be edited display.
7. Review displayed cargo ports items (as appropriate).
8. In the lower field select the field to modify.
   Note: The fields and drop-down menus are disabled by default until checked. The Modify Records button will activate once a field is checked.
   
   Example:
   
   
   
   
9. Click Modify Records. Changes will apply to all bulk edited records.
10. Click Close. The dialogue box will close. 
    
    

Bulk Update - Various Items - Cargo

The Bulk Update - Various Items - Cargo option enables simultaneous bulk updates of a particular row field of multiple various cost/revenue item (associated with particular cargoes) rows in the Various Cost/Revenue field.

To Bulk Update Various Cost/Revenue Items (for Cargo):

1. Go to Modules > Voyage Estimate. The Voyage Estimate window opens.
2. Open the voyage calculation where the bulk update for various cost/revenue items (for cargo) is to be performed. Its fields will display.
3. Go to the Bulk Update menu and from the drop-down select Bulk Update - various Items - Cargo.
   
   
    
4. The Bulk Update  - Various Items - Cargo dialogue box opens.
   Note: Click Switch Layout to alter the dialogue box layout. Click again to revert to default layout.
   
   Example:
   
   
   
   
5. In the upper field  click the magnifying glass icon at the top-right corner. A row will display above the columns. 
6. Filter as applicable, by for example charterer, commodity, quantity, rule, etc., so only the records to be edited display.
7. Review displayed various items (for cargo) (as appropriate).
8. In the lower field select the field to modify.
   Note: The fields and drop-down menus are disabled by default until checked. The Modify Records button will activate once a field is checked.
   
   Example:
   
   
    
9. Click Modify Records. Changes will apply to all bulk edited records.
10. Click Close. The dialogue box will close. 

Bulk Update - Various Items -B/L (Bill of Lading)

The Bulk Update - Various Items - B/L (Bill of Lading) option enables simultaneous bulk updates of a particular row field of multiple various cost/revenue item rows in the Bill of Lading (B/L).

To Bulk Update Various Items in the Bill of Lading (B/L):

1. Go to Modules > Voyage Estimate. The Voyage Estimate window opens.
2. Open the voyage calculation where  the bulk update for various items in the Bill of Lading (B/L) is to be performed. Its fields will display.
3. Go to the Bulk Update menu and from the drop-down select Bulk Update - various Items - B/L.
   
   
    
4. The Bulk Update  - Various Items - B/L dialogue box opens.
   Note: Click Switch Layout to alter the dialogue box layout. Click again to revert to default layout.
   
   Example:
   
   
   
   
5. In the upper field  click the magnifying glass icon at the top-right corner. A row will display above the columns. 
6. Filter as applicable, by for example charterer, commodity, quantity, rule, etc., so only the records to be edited display.
7. Review displayed various items in the Bill of Lading (as appropriate).
8. In the lower field select the field to modify.
   Note: The fields and drop-down menus are disabled by default until checked. The Modify Records button will activate once a field is checked.
   
   Example:
   
   
    
9. Click Modify Records. Changes will apply to all bulk edited records.
10. Click Close. The dialogue box will close. 

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