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For some clients, the IMOS Company Code is a mandatory field that is critical for correct operations and financial records and should not be omitted. In order to accommodate many different business structures, IMOS offers many different several ways to default the IMOS Company Code field throughout the system. Depending on your workflow, you may want to choose one set of configuration flags over another in order to ensure the correct defaulting.

Default Company on the Voyage Manager

The default company on the

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Voyage Manager populates in the Company field when the voyage is first scheduled. Once the default company is populated, it can be manually edited

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but will

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no longer be

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subject to

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changes to its source

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.

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When the voyage is scheduled:

  1. When there is a Cargo Fixture/TCO

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  1. Fixture, the first source for the Company is the Cargo Fixture/TCO

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  1. Fixture.
  2. When there is

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  1. no Cargo Fixture/TCO Fixture or the Company on the Cargo/TCO Fixture is empty:
    • If CFGDefaultCompanyOnTciSelect  = Y, the default company is

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    • sourced from the

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    • Head Fixture/TCI

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    • Fixture.
    • If CFGDefaultCompanyOnTciSelect = N, the default company is empty.
  1. When there is

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  1. no Cargo Fixture/TCO Fixture or the Company on the Cargo/TCO/TCI/Head

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  1. Fixture is empty:
    • If CFGAssignDefaultCompanyOnVoyage = Y, the default company is

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    • sourced from the

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    • Vessel details.
    • If CFGAssignDefaultCompanyOnVoyage = N, the default is empty.

The

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default Company is

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determined using the following hierarchy of sources:

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  1. Selling Fixture

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  1. Buying Fixture

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  1. Vessel

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IMOS only

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tracks down the hierarchy if the corresponding flags are enabled.

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Default Company on Voyage

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Estimates

When a new

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Voyage Estimate is created, the Company field will always default to the default estimate template (.TDEFAULT)

...

.

When nominating a vessel on the

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Voyage Estimate:

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  • If CFGDefaultCompanyOnTciSelect = Y

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  • , IMOS will use the Company from the TCI

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  • Fixture (If the vessel is a TC vessel)

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  • .
  • If CFGDefaultCompanyOnTciSelect = N and CFGDefaultCompanyFromVessel = Y

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  • , IMOS will use the Company from the Vessel set to Nominated Vessel.
  • If both flags are enabled, then IMOS will first

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  • lookup the Company from the TCI

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  • Fixture; if empty,

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  • IMOS will lookup the Company from the Vessel details.

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Default Company on

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Cargoes

IMOS follows this logic to default the company on a Cargo:

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  • If CFGDefaultCompanyFromVessel = Y

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  • , IMOS will use the Company from the Vessel set to Nominated Vessel

...

  • .
  • If CFGDefaultCompanyFromVessel = N and CFGDefaultCompanyOnCargoImport = Y, IMOS will use whichever company is part of the cargo message XML.

Default Company on Time

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Charters

IMOS follows this logic to default the company on a Time Charter:

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If CFGDefaultCompanyFromVessel = Y

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, IMOS will use the Company from the Vessel set to Nominated Vessel

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...

.



Expand
titleRelated Configuration Flags


Name/FlagDescriptionForms Affected

Assign Default Company on Voyage
CFGAssignDefaultCompanyOnVoyage

When enabled, if a default company cannot be derived from linked contracts when creating a voyage, the default company on the voyage will be set and displayed based on the vessel's company information.

Voyage Manager
Default Company from Vessel
CFGDefaultCompanyFromVessel

When selecting a vessel on a contract, if no Company has been assigned on the contract, it will default to the Company specified on the vessel.

  • If the Vessel is changed in an Estimate, the Company field will be the Company of TC In/Head Fixture or Vessel, based on the values of CFGDefaultCompanyOnTciSelect and CFGDefaultCompanyFromVessel.
  • If the Vessel is not changed, but the TC In/Head Fixture is changed, the Company field will change accordingly, also respecting the value of CFGDefaultCompanyOnTciSelect.
Cargo, TC In, Voyage Estimate
Default Company on TCI Select
CFGDefaultCompanyOnTciSelect

When selecting a TC In Fixture to be used for a Voyage or Voyage Estimate, if no Company has been selected, the Company on the selected TC In Fixture will be used.

  • If the Vessel is changed in an Estimate, the Company field will be the Company of TCI/Head Fixture or Vessel, based on the values of CFGDefaultCompanyOnTciSelect and CFGDefaultCompanyFromVessel.
  • If the Vessel is not changed, but the TC In/Head Fixture is changed, the Company field will change accordingly, also respecting the value of CFGDefaultCompanyOnTciSelect.
Voyage Manager, Voyage Estimate



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AuthorJonathan McLean
Latest ContributorTerry Gao
Latest ReviewerLaura Burns