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| Getting Started with IMOS Documentation |
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| Getting Started with IMOS Documentation |
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Configuration flag CFGEnableStandards enables the use of standards for expenses and related features. Enabled along with it, CFGEnableAllStdExpMatches makes this Standard Expenses form available, rather than the legacy Expense Standards form, for more streamlined setup and maintenance.
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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.
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- Complete a row for each standard expense. For each condition, select a single value or multiple values, or leave blank to apply to all. Some conditions are required, depending on the Expense Type:
- Port: Port; Effective From; Ledger Code; Expense Class C, D, G, L, S, T, U, or Z; Amount/Rate; and Currency
- Berth: Port; Berth; Effective From; Ledger Code; Expense Class C, G, L, S, T, or U; Amount/Rate; and Currency
- Cargo: Port; Effective From; Ledger Code; Expense Class H or M; Amount/Rate; and Currency
- Voyage: Effective From, Ledger Code, Amount/Rate, and Currency
- Add and delete rows as needed:
- To add a standard expense at the bottom, click the last row.
- To insert a standard expense above another, right-click the row and then click Insert.
- To create a similar standard expense, for example with a new Effective From/To range, right-click a row and then click Copy.
- To delete a standard expense, right-click the row and then click Delete.
- Rows that are incomplete are highlighted in red. When rows have sufficient information, they turn green. All rows with changes must be green to save the form.
- To see only rows with unsaved changes, click
and then click Review Changes. - To see only rows with errors, click and then click Review Errors.
- To see what information is missing from an unsaved row, hold your mouse pointer hover over the row.
- To see when a saved standard expense was last updated, hold your mouse pointer hover over the row.
- Complete the information in all rows and save the form.
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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 Manager Itinerary behaves the same as the PortExp column in the Voyage Estimate itinerary: - For a port with no detail-level port expenses, you can edit its PortExp amount in the Voyage Manager 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 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 a Voyage 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 Voyage Estimate.
| | CFGEnableVoyEstUpdates | Automatically updates Standard Expenses on a Voyage 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 Voyage 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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