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IMOS Documentation

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IMOS Documentation

Getting Started with IMOS On-Prem
	Getting Started with IMOS On-Prem
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Planning Worksheet: When you assign Module Rights, you can use this worksheet: IMOS Module Rights v7.11.1627518372.xlsx. On the tab for each module, in the Module Rights columns, add the names of the users, and then select the appropriate rights from the drop-down lists below.

The following Module Rights can be assigned to users or groups. Click a module name to expand its rights.

New! marks Module Rights that are new in IMOS v7.11.

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title	Trading

Area	7.11	Item
		General/Module Center
Actions		Record Trades
		Edit Broker Confirmation No. on FFA/Bunker Swap/Options
		Edit Reference on FFA/Bunker Swap/Options
Quick Links		Trading P&L Summary
		Trade Details List
		Bunker Trade List
		Trading Opportunity Analysis
		Trading P&L Snapshot Manager
	New!	Vessel Valuation
Trades		FFA/Option
		FFA/Option List
		Bunker Swap/Option
		Bunker Swap/Option List
	New!	Commodity/Option
	New!	Commodity/Option List
		Cargo
		Cargo List
		VC In
		VC In List
		Time Charter In
		Time Charter In List
		Time Charter Out
		Time Charter Out List
Data		Trading Profile
		Trading Profile List
		Trading Filter
		Trading Filter List
		Market Data
		Market Data List
		Markets
	New!	Market Index
		Trade Route
		Bunker Symbol
	New!	Commodity Symbol
		Price Index Symbol
		Freight Option Symbol
		Bunker Option Symbol
	New!	Commodity Option Symbol
		Fuel Market Symbol Rules
		Trading Strategy
		Benchmark TC Adjustment
Reports		Audit Report
		Benchmark Freight Report
		FFA Daily Report
		Historical VaR
		Market Data Report
		P&L Comparison Report
		Portfolio Report

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title	Chartering

Area	7.11	Item	Configuration Flag(s)
		General/Module Center
Actions		Fix an Estimate
		Revise a Fixed Estimate
		Edit Other Users' Estimates	CFGEnableVoyestUserSecurity
		Edit Open Estimates	CFGEnableVoyestUserSecurity
		Schedule a Fixture
		Set Up a Benchmark Estimate	CFGEnableBenchmarkEstimate
		Save new Worldscale Route
		Assign Bunker Hedging
		Update Existing Worldscale Flat Rate
		Edit Confirmed Cargo Contracts	CFGEnableCargoStatusSecurity
		Update Template Voyage Estimates
		Vessel Vetting	CFGEnableVesselVetting
		Confirm COA
		Advanced Contract Pricing
		Acknowledge Cargo Revisions
	New!	Bulk Update Cargo Contracts	CFGEnableCargoBooking
	New!	Lock An Estimate	CFGManuallyLockEstimates
	New!	Unlock An Estimate	CFGManuallyLockEstimates
Quick Links		Voyage Estimate
		Voyage Estimate List
		Voyage Fixture
		Voyage Fixture List
		Cargo Schedule
		Cargo Matching
		Vessel Position List
		Cargo Book
		Open Position
Cargo		Cargo
		Cargo List
		VC In
		VC In List
		Cargo COA
		Cargo COA List
		VC In COA
		VC In COA List
		Master Contract
		Master Contract List
		Multiple Cargo Booking	CFGEnableCargoBooking
	New!	Multiple VC In Booking	CFGEnableVCInBooking
Time Charter Manager		Time Charter In
		Time Charter In List
		Time Charter Out
		Time Charter Out List
		Time Charter Lifting Options
		Time Charter Purchase Options
		Equipment Contract
Lightering		Master Lightering Contract
		Master Lightering Contract (Purchase)
		Lightering Job
		Lightering Job List
		Lightering Support Contract
		Lightering Support Job
		Mooring Masters
Setup	New!	Cargo Broker Rules	CFGEnableBrokerRules
		Chartering List Settings
	New!	Time Charter Broker Rules	CFGEnableBrokerRules
		Voyage Estimate Categories
		Vessel Vetting Setup	CFGEnableVesselVetting

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title	Operations

Area	7.11	Item	Configuration Flag(s)
		General/Module Center
Actions		Manage Operations Reports
		Pooling
	New!	Voyage Auto-Numbering/Consecutive Checkboxes	CFGAllowRestrictVoyAutoNumberConsecutive
		Delete a Voyage
		Close a Voyage
		Reopen a Closed Voyage
	New!	Edit Voyage Number	CFGAllowOpsVoyageRenumbering
		Edit Company on a Commenced Voyage
		Insert a Past Port
		Edit Operator's Fields On Bunker Requirement
		Edit Bunker Manager's Fields On Bunker Requirement
		Manage Operations Task
		Post Daily Cost
		Post Bunker Cost
		Edit Index Linked TC Invoice Hire Rate
		Edit Delivery/Redelivery Bunkers on Read-Only TC Contracts
		Extract Voyage Data
		Check/un-check Exclude From Cap/Collar
		Edit Market Hire on Voyages with Status Other Than Scheduled
		Onboard
	New!	Create/Edit Global Tasks
Quick Links		Vessel Schedule
		Port Schedule
		Fleet Map
		Voyage Manager
		Voyage Manager List
		Task List
		My Task List	CFGDisplayMyTasks
	New!	Alert List
		Veslink Form List
		Open Position
Freight/Demurrage		Freight Invoice
		Final Freight Statement
		Laytime Calculator
		Demurrage Summary
		Commissions
Time Charter In		Time Charter In
		Time Charter In List
		Time Charter Payment
		TC Payment Schedule
		Commissions
		Owner's Commissions
		Hire Statement
		Bareboat Contract In
		Bareboat Payment
		Bareboat Commissions
		Bareboat Payment Schedule
		Equipment Contract
		Equipment Contract Payment
		Equipment Commission
		Equipment Payment Schedule
Service Contract In		Service Contract In
		Service Contract In List
		Service Payment
Bunkers		Bunker Requirement
		Bunker Requirement List
		Bunker Invoice
		Bunker Purchase
		Bunker Purchase List
		Bunker Lifting List
		Bunker Alert List	CFGDisplayBunkerAlerts
		Market Data
		Market Data Summary
Time Charter Out		Time Charter Out
		Time Charter Out List
		Time Charter Bill
		TC Billing Schedule
		Commissions
		Hire Statement
Service Contract Out		Service Contract Out
		Service Contract Out List
		Service Bill
Setup		Operations Lists Settings
		Bunker Purchase Types
		Bunker Delivery Types
Port/Other Costs		Port Advance/DA
		Port Advance/DA List
		Ledger Expense Setup
		Other Revenues/Expenses
		Port Expenses Details	CFGEnableStandards
		Expense Standards	CFGEnableStandards
		Standard Expenses	CFGEnableStandards, CFGEnableAllStdExpMatches
Pooling		Pools
		Pool Assignment
		Pooling Distribution
		Pooling Cash Distribution
		Pooling Summary
		Pooling Year Comparison
		Profit Share Distribution
Lightering		Master Lightering Contract
		Lightering Job
		Lightering Job List
		Lightering Support Contract
		Lightering Support Job
Reports		Bunker Invoices Summary
		Bunker Inventory/Accruals
		Cargoes Loaded/Discharged
		Check Voyage P&L (Actual/Estimate)
		Demurrage Summary
		EEOI Reporting
		Fixture Cargo Summary
		General Operations Report
		On/off Hire Summary
		Operations Receivables
		Outstanding Hire-Payment Adjustments
		Performance Analysis Report
		Port Expenses Summary
		Port Expenses Rebillable Summary
		Port Production Report
		TCE Summary
		US Army Corps of Engineers Report
		Utilization Report
		Vessel Performance Report
		Vessel Position Report
		Vessel Position Report (External)
	New!	Voyage Bunker Period Report
		Voyage Bunker Report
		Voyage Accruals Summary
		Voyage Freight Summary
		Voyage P & L Summary
		Warranty Summary Report
		Worldscale/ATRS Route Report

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title	Claims

Area	7.11	Item	Configuration Flag(s)
		General/Module Center
Actions		Manage Demurrage Reports
		Manage Time Bar Task
		Edit Time Bar Date
Quick Links		Demurrage Summary	CFGLaytimeCalculator: laytime.exe
		Demurrage Summary (Bookings)	CFGLaytimeCalculator: laytime_c.exe
		Demurrage Time Bar Task List
		Claim
		Claim List
Laytime		FOB/Delivered Cargo
Laytime		Laytime Calculator
Setup		Claim Types
		Claim Subtypes
	New!	Laytime Claim Types
		Claim Actions
	New!	Demurrage Root Causes
		Claims Lists Settings
Reports		Demurrage: Demurrage Activity
	New!	Demurrage: Root Cause Analysis
		Demurrage: Time Bar
		Demurrage: Cycle Time
		Demurrage: Outstanding Pay/Rec (Summary)
		Demurrage: Outstanding Pay/Rec (Details)
		Demurrage: Outstanding Pay/Rec (Filtered)

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title	Financials

Area	7.11	Item	Configuration Flag(s)
		General/Module Center
Actions		Manage Financial Reports
		Financial Administration
		Approve an Invoice
		Post an Invoice
		Reject an Invoice
		Release an Invoice
		Reverse an Invoice
		Reverse a Payment
	New!	Approve a Batch Payment	CFGBatchPaymentSupported, CFGPaymentBatchApprovalNeeded
		Remove Invoice from Batch Payment	CFGBatchPaymentSupported
		Modify P&L Calculation Options	CFGShowPNLCalcOptions
	New!	Pay AP Invoices	CFGRestrictPayInvoiceForPayableTransactions
	New!	Modify Credit/Debit Accounts on TDE Form	CFGEnableModifyTDEAccounts
	New!	Edit Account on Transaction Data Entry	CFGEnableEditTDEandJournalAccountsEntry
	New!	Edit Account on Journal Entry	CFGEnableEditTDEandJournalAccountsEntry
Quick Links		Transaction Summary
		Receivables Summary
		Payables Summary
		Accounting Interface Summary
		Trial Balance Summary
		Vendor Statement Summary
		Voyage P&L Snapshot Manager
Transactions		Create Invoices
		Edit Invoices
		Approve Invoices
		Post Invoices
		Transaction Data Entry
		Payments and Receipts
		Journal Entries
		Payment Batch	CFGBatchPaymentSupported
		Payment Batch List	CFGBatchPaymentSupported
		Advance Payment/Receipt Allocations
		Rebill Invoices over Port Expense Cap
Period Closing		Monthly Accruals
		Period FX Adjustments
	New!	Time Charter Period Journals	CFGEnableTCLeaseAccounting
		Voyage Period Journals
Setup		Account Groups	CFGAccountGroups
		Account Periods
		Bank Links
		Business Rules
		Chart of Accounts
		Company Information
	New!	Intercompany Security	CFGEnableIntercompanySecurity
		Currencies
		Departments
		Document Numbers	CFGEnableDocumentNumbers
		Exchange Rates
		Invoice Actions
		Invoice Approvals
	New!	Invoice Approvals List
	New!	Invoice Default Rules	CFGEnableInvoiceDefaultRules
	New!	Invoice Detail Default Rules	CFGEnableInvoiceDefaultRules
		Invoice Realization
		Late Reasons
		Lines of Business
		Payment Methods
		Reversal Reasons
		Voyage P&L Variance Tolerance
Reports		Account Analysis
		Accounts Payable/Receivable
		Balance Sheet
		Cashflow Reports
		Company Cashflow Statement
		Daily Control Sheet
		Foreign Exchange Exposure
		Income Statement
		Trial Balance
		Vendor Statements
		Voyage Report

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title	Data Center

Area	7.11	Item	Configuration Flag(s)
		General/Module Center
Actions		Resend Interface Message
		Manage Public List Views
		Manage Address Contacts
		Report Designer - Create/Edit Private and Public Reports
		Report Designer - Create/Edit Private Reports
		Edit Estimate Only Vessels
		Activate/Deactivate Banks on Address Book Entries	CFGEnforceBankActivationSecurity
		Report Editor (Legacy) - Create/Edit Reports
	New!	Edit Data Dictionary Elements
	New!	Create Inactive Vessel Records
	New!	Create Inactive Address Book Records
	New!	Edit Vessel Vetting	CFGEnableVettingWorkflow
Quick Links		Address
		Address List
		Cargo Name
		Cargo Name List
		Market Data
		Market Data List
		Port
		Port List
		Vessel
		Vessel List
		Interface Message List
		Audit Trail
		Configuration Flags
		Messaging Service Configuration
	New!	Data Dictionary
Charter Party Terms		Charter Party Forms
		Equipment Hire Rate Differentials
		Extra Freight Terms
		Laytime to Commence
		Laytime Terms
		Laytime Types
		Load/Discharge Rate Standards
		Loading Costs
		NOR to Tender
		Other Loading Terms
		Payment Terms
		Pricing Template List
		Quantity Descriptions	CFGEnableLiftQtyDescriptions
		Rate Tables
		Shifting Terms
		Standard Paragraphs
		Time to Tender
		Time Used
		Weather Working Days
Shuttle Tanker Freight	New!	Agreed Transit Bunkers	CFGEnableShuttleFreightInvoicing
Shuttle Tanker Freight	New!	Agreed Transit Times and Rates	CFGEnableShuttleFreightInvoicing
Delays and Weather		Beaufort Scale
		Delay Reasons
		Delay Types
		Sea States
		Sea Swells
Currencies		Currency Types
Currencies		Exchange Rates
Ports and Areas		Country
		Country List
		Distances Editor
		Fuel Zones
		Loadline Zones
		Loadline Zone Seasons
		Port Activities
		Port Areas
		Port Functions
	New!	Port-to-Port Overrides	CFGEnablePortToPortOverrides
		Trade Areas
Market Data	New!	Bunker Symbol
	New!	Market Data
	New!	Market Data List
	New!	Market Index
	New!	Markets
	New!	Trade Route
Vessels		Barge Fuel Consumption
		Boat Fuel Consumption
		Class Societies
		Fuel/Lube Types
		Fuel Consumption Categories
		Fuel Grades
		Pool-Point Types
		Tow
		Vessel Daily Cost
		Vessel Fleets
		Vessel Types
Other		Agreed Distances	CFGEnableStandards
		Bunker Fuel Price Index
		Bunker Hedging Values
	New!	Cargo Itinerary Mapping
		CP Place
		Correlation Profiles
		Departments/Teams
		ECA Recovery Charge	CFGEnableStandards
		File Management
		Holiday Calendar
		Invoice Subtypes	CFGEnableInvoiceSubTypes
		Lightering Types
		Marine Service Fees	CFGEnableStandards
		Note Categories
		OPA Rates
		Operations Ledger
	New!	P&L Snapshot Types
		Reporting Databases
		Task Categories
		Task Groups
	New!	Task & Alert Rule Set Categories
		Task & Alert Rule Set List
		Tax Decision
		Tax Rates	CFGEnableTaxGroup
		Units of Measure
		User-Defined Fields
	New!	Vetting Incident Types	CFGEnableVettingWorkflow
		Voyage Contact Roles
		Voyage Template List
		Voyage Template Rules
Reports		Report List

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title	Veslink

Area	7.11	Item	Configuration Flag(s)
		General/Module Center
Actions		View

Forms

Forms
	Approve

Forms

Forms
	Resubmit

Forms

Forms
	Define

Forms

Forms
Quick Links		Veslink Vessel

List

List
	Define & Send

Forms

Forms
Setup		Set Up Site Key and Veslink

URL

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