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help:IMOS Documentation
help:IMOS Documentation
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In Cargo Matching, you can use any of these methods to create Estimates to analyze cargo/vessel matches:

When you designate an Estimate as Intended, it appears on the Vessel Schedule  and Cargo Schedule  as color-coded Estimate bars.

Tutorial: Using Cargo Matching

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IMOS On-Prem - Tutorial - Using Cargo Matching
IMOS On-Prem - Tutorial - Using Cargo Matching
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Dragging and Dropping a Cargo

Dragging and dropping is the fastest way to create an Intended Estimate. From the Cargo Schedule, drag a cargo to the Vessel Schedule and drop it on the vessel row. The Intended Estimate appears in the Vessel Schedule and is added to both the Cargo and Vessel Position Worksheets.

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Finding the Best Cargo

To find the best cargo for the vessel, in the Vessel Schedule, right-click the vessel and click Find Best Cargo. The Best Estimate List appears, with the best options of all the cargoes.

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To make sure that the next planned cargo is compatible, you can see the last five cargoes loaded by the vessel by adding the Last 5 Cargoes column to the Vessel Position List. You can join this column in via the Vessel table in the Report Designer.

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To find the best vessel for the cargo, in the row for a cargo in the Cargo List, or on the bar for a cargo in the Cargo Schedule, right-click and click Find Best Vessel. The Best Estimate List appears, with the best options of all the vessels.

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To match the best vessel for the cargo, in the row for a cargo in the Cargo List, or on the bar for a cargo in the Cargo Schedule, right-click and click Match Best Vessel. An Estimate Worksheet is created, with an Estimate for the vessel with the highest profit that can meet the cargo laycan. The Estimate for that vessel appears on the Vessel Schedule. If no vessel can meet the cargo laycan, a message appears.

  • Configuration flag CFGBlockMatchBestVesselOnAlert prevents a match if it would trigger an error Alert. If a match is prevented, the event is logged for troubleshooting.

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Creating Worksheets

To create an Estimate Worksheet, do one of the following:

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To view details that pop up for a row in the Vessel Position List or Cargo List, right-click the row and click Row Details. For User-Defined Fields, you might have the option to add or edit values.

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  • The Cargo Matching toolbar displays the initials of all users who are currently online and looking at the program.
  • The Worksheets List shows all worksheets that:
    • Are currently open; mouse over the Online count to see the initials of the team members who have one open.
    • Have their Status flagged with green, yellow, or red; mouse over the Status to see the Description.

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Worksheets have additional collaboration features.

Adjusting Options

Adjust cargoes and vessels to find the best options and to respond to changes. Voyage events that are recorded in Operations, such as vessel ETAs, are automatically updated in your Cargo Matching programs. If circumstances affect your program, such as a voyage departure time changing, a message appears.

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