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To edit this form, you must have the Operations Module Right Standard Expenses. Operations Ledger Codes and related Ledger Expenses must be set up first.
On the Operations menu 
, under Port/Other Costs, click Standard Expenses.
Creating or Editing Standard Expenses
You can use this form to create standard expenses; if they need to be modified, you can edit them directly in this form.
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- When a voyage has a cargo handling port that falls under one of the standards, these standard expected expenses are automatically added to Port Expenses Details information and the P&L.
- When multiple expenses with the same ledger code/detail code values are generated for the port and/or berths in a single port call, an aggregated expense line item is created, which is the sum of the expenses. When aggregated expenses are defined with different currencies, the aggregate sum is calculated and shown in the system base currency. The description text shown in the Voyage P&L, Voyage P&L hover text, and Port Expense Details form hover text includes the cost detail description and the object and amount for each aggregated expense.
Retrieving and Viewing Standard Expenses
Filters at the top of the form let you quickly find existing standard expense definitions and determine which will be applied in specific voyage scenarios. You can use the filters in different ways:
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- Voyage:
- Port, Berth, Cargo:
- Port
- Berth (for selected Port)
- Vessel Type
- Effective On
- Port Function
- Cargo Group
Expense Standards Updates
Expense Standards are updated and refreshed as information changes in the Voyage Estimate or voyage.
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| title | Related Configuration Flags |
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| CFGEnableStandards | Hides the Port Expense field on some forms, enables standards for expenses, and adds a Port Expenses Details form and a Port Expenses Details button on the Port Expenses Summary to open it. When detail-level port expenses are being used, the PortExp column in the Voyage Itinerary behaves the same as the PortExp column in the Estimate itinerary: - For a port with no detail-level port expenses, you can edit its PortExp amount in the Voyage Itinerary Cargo Tab. The voyage P&L shows this amount as estimated expenses for that port.
- For a port with a single detail-level expense, that amount appears and can be edited in the voyage itinerary PortExp field. An estimated expense entered before creating the detail-level expense is no longer displayed in the voyage P&L.
- For a port with multiple detail-level expenses, the itinerary PortExp field shows the sum of the detail-level expenses for that port and cannot be edited.
- When CFGVoyageExpenseAllocation is set to Y, a Voyage Expense Allocation section will be added to the Voyage Estimate Profit & Loss Report, and optionally to the Voyage Profit & Loss Report.
An ECA Factor field also appears on COA, Cargo/VC In, and CP Terms Details forms. When ECAFactor is used in an IMOS ECA Recovery Charge Results/Fee expression and an ECA Factor value is entered on a contract, an ECA Recovery Charge Extra Freight Term is generated on that contract. - When a COA is created from an Estimate, ECA Factor is copied from CP Terms to the COA.
- When a COA Lifting is created, ECA Factor is copied from the COA to the Cargo.
- When a cargo is scheduled, ECA Factor is copied from the cargo to the backcreated Estimate.
| | CFGEnableVoyEstUpdates | Automatically updates Standard Expenses on an Estimate to reflect changes in the voyage: - The Estimate for a scheduled/commenced/completed voyage is back-created each time the voyage is saved.
- Actual (BL) load and discharge quantities are used in standard expense calculations on voyages and Estimates when they are available. If actual quantities are not available, planned lift quantities are used.
- Any changes to Detailed Port Expenses are maintained when a standard is reapplied.
- Manually entered Expected Actual values are maintained for existing standard expenses.
- Standard expenses that no longer apply because of changes in voyage data or standard definitions are maintained if Expected Actual values have been entered.
- On the Port Expenses Details form, the Estimate column shows the estimated port expenses from the Estimate linked to the voyage.
| | CFGEnableAllStdExpMatches | When enabled along with CFGEnableStandards, the Standard Expenses form is available instead of the Expense Standards form. All standard expense definitions created using this form are individually evaluated and applied to voyages and Estimates. Also, a Rebill Type column is available in the Business Rules table, and is part of a unique index of the table. It allows the following values: Non-Rebillable, Rebillable, Advance Rebillable, <blank>. For the same Source and Code, an applicable rule whose Rebill Type column is not blank takes precedence over a rule whose Rebill Type column is blank. |
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