This is a Key Topic, with high value for all users.
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Walkthrough: Scheduling a Voyage
These breadcrumbs show where you are in the walkthrough. To move to a different section, click its link:
Create a Cargo > Create an Estimate or Voyage > Hand Off to Operations
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The Cargo List contains all Cargo contracts that you have the right to view.
- On the main menu
, under Chartering, next to Cargo, click List. - On the Trading menu
, under Trades, next to Cargo, click List. - On the Chartering menu , under Cargo, next to Cargo, click List.
- In the Chartering quick links, click
.
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| Cargo Fixed? | Associated with Voyage? | Status on Cargo List |
|---|---|---|
| No | No | Cargo Status |
| Yes | No | Fixed |
| Yes | Yes | Scheduled (not the Voyage Status) |
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Cargo
To view an existing Cargo, do one of the following:
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- On the VIP - Cargo, click +.
- Create Cargoes from a Cargo COA.
- On the main menu , under Chartering, click Cargo.
- On the Trading menu , under Trades, click Cargo.
- On the Chartering menu , under Cargo, click Cargo.
You can do any of the following:
Insert excerpt help:VIP - Details View - Card Panelshelp: VIP - Details View - Card Panels nopanel true - You can access additional tools, forms, and information on the toolbar and right panel.
Anchor Copy Cargo Copy Cargo - To copy a Cargo:
- Click
and then click Copy Existing.
- Enter the Number of Copies, Total Period, and Start date and then click Create.
- Edit line items for the copies as needed and then click OK.
- To copy a Cargo to a VC In, click and then click Copy to VC In.
- Click
- Click ... Menu and then click one of the following:
- Attachments: Attach documents or links or double-click to open an attachment.
- Templates: Create templates that contain information about the types of cargo you typically carry and use them to create cargoes. Choose one of the following:
- Retrieve a template: Select any template from the list of saved templates and edit, save, or delete it.
- Make new cargo from a template: Select any template from the list of saved templates to automatically populate the Cargo form with its relevant details.
- Convert to a new template: Make additional changes as necessary, enter a new template name, and click Save.
- Add Default Brokers (when configuration flag Enable Broker Rules is enabled): Based on Cargo Broker Rules, add default brokers to the Broker grid on the Pricing tab.
- For a relet, if the relet information has not been entered yet, click Relet and complete the VC In form. To edit existing information, click Relet and then click Edit Relet.
- If
appears, there is a data lock in place: The pricing of the Cargo cannot be changed because it is linked to something else, such as a COA or a Bunker Surcharge Table. Click to see an explanation.
- Add a Cargo to an Estimate.
- Create or open a Voyage Fixture from a Cargo.
- Schedule or open a Voyage from a Cargo.
- Share a Cargo contract: Copy its URL and then share it with any users in your organization.
Note: To view the Cargo, users must be logged in.
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- General Information
- For Opt % and Opt Type, see Cargo Tolerance Option Types.
- A pink field indicates an Unpriced Component:
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- Itinerary/Options tab
- Pricing tab
- Other Info tab
- Exposure tab (when configuration flag Enable Benchmark Estimate is enabled)
- Properties tab (when User-Defined Fields applicable to the Cargo are set up)
- Rev/Exp tab
- Rebill Settings tab
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When an Alert is entered for a Charterer, a Vessel, or a Port, the field is highlighted in light red.
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Panelsworkspace, clickAdditional information for the current workspace is available in workspace panels. You can access them from the blue navigation bar on the right. panels on the right: |
Adding a Cargo to an Estimate
To create a Voyage Estimate from a Cargo, click Estimate and then click Add Cargo to New Estimate. A Voyage Estimate is created with the Cargo and all the defaults from the .TDEFAULT Estimate. If a vessel has been nominated, the new Estimate uses this vessel.
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To create a Voyage Fixture from the Cargo, click Create Fixture . All the information from the Cargo moves to the Voyage Fixture and then to the voyage.
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To create a voyage from the Cargo, click Schedule Voyage . All the information from the Cargo moves to the voyage.
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