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Melanie Whitelock

Melanie Whitelock

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Info

Notes:

  • Pooling distribution can only be calculated for a single period, not over time because each month has a unique distribution of earnings. As a result, when the Pooling Summary report is run over multiple periods, it shows a summation of these periods instead of a recalculated overall.
  • Enabling configuration flag CFGUsePostedInPooling will use stored voyage closing P&L snapshots for calculations, thus improving the performance of this report.

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To run the Pooling Summary report:

  1. On the Operations menu , under Pooling, click Pooling Summary.
  2. Select the pooling type and time:
    • Pooling Over Period: This type lets you specify arbitrary dates, and having a longer period smooths out your exposure. If you select this type, enter Date From and To.
      Note: Calculating via Period the method may produce different results from the Monthly method, as values are often rounded before the calculation of fields such as Income After Pooling. 
    • Monthly Pooling: If you select this type, enter From Year/Month and To Year/Month.
  3. Select the Pools to include.
  4. Click Report.
  5. Click report.pdf to download a PDF file of the report.
     
    • Pool Days: The total on-hire days within the reporting period.
    • Pool Points: Points assigned to each vessel from the Pool Assignment form.
    • Income Before Pooling: The Income BP over the reporting period.
    • Income After Pooling: The Income AP over the reporting period.
      For details about how Income BP and Income AP are calculated, see Pooling Distribution Calculation Details.
    • Pool Adjustment: The difference between the Income AP and Income BP.
    • Net Daily Before: Daily net income before pooling over the reporting period, calculated as Income Before Pooling divided by Pool Days.
    • Net Daily After: Daily net income after pooling over the reporting period, calculated as Income After Pooling divided by Pool Days.
    • Net Daily Plan: The net daily planned earning from the Pool Assignment form.
    • Off-Hire Days: Total off-hire days over the reporting period.
    • Gross Income: The voyage’s total revenue from the voyage P&L.
    • Admin Income Before: The Admin Income BP over the reporting period.
    • Admin Income After: The Admin Income AP over the reporting period.
    • Participant: Participant over the reporting period.
  6. Select the report's “Distribute Admin Income” checkbox to see the related values.
  7. You can use browser commands to download or print the report.

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