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 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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If you have the Bulk Update Cargo Contracts Module Right selected, under Actions in Chartering, a column of check boxes appears in the Cargo List. To bulk update Cargoes, select the contracts you want to update and then click the Bulk Update action link at the top of the list. To select multiple consecutive rows, select the first row and then press and hold Shift. Select the last row and then release Shift.

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Cargo

To view an existing Cargo, do one of the following:

• On the Cargo List, click its row or Cargo ID link.
• On the Cargo Schedule, click its bar.

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• You can access additional tools, forms, and information on the toolbar and right panel.

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  Copy Cargo Copy Cargo

  • To copy a Cargo:
  1. • Click  and then click Copy Existing.
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       1. Enter the Number of Copies, Total Period, and Start date and then click Create.
       2. 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  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  and complete the VC In form. To edit existing information, click  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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Adding a Cargo to an Estimate

To create a Voyage Estimate from a Cargo, click  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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