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 This is a Key Topic, with high value for all users.


Walkthrough: Scheduling a Voyage

To view a step, click it in the workflow diagram:

For a cargo owner/vessel charterer, creating a Cargo or VC In contract (which can be from a COA) and then scheduling the voyage is a common workflow. Optionally, you can create an Estimate before scheduling. It can also be used for operators who may have forward fixtures, particularly if your business has many COAs. Finally, for clients who use the Trading and Risk Management module, it is common to create your Estimate from a Cargo with a linked Benchmark Estimate.


A Voyage Charter In (VC In) looks similar to a Cargo, except that it has an Owner field instead of a Charterer field and other fields related to a purchase rather than a sale. You can use it to view and manage VC In contracts; for details, see information on the Cargo form. VC In contracts also appear on the Trading P&L Summary.

VC In List

The VC In List contains all VC In contracts that you have the right to view.

  • On the Trading menu , under Trades, next to VC In, click List.
  • On the Chartering menu , under Cargo, next to VC In, click List.

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  • By default, the following filters are applied, but you can change them:
    • Status is not in the list CanceledWithdrawn

    • Laycan From is on or after 365 days in the past

Bulk Updating VC Ins

NoteConfiguration flag CFGEnableCargoBooking must be set to N.

If you have the Bulk Update Cargo Contracts Module Right selected, under Actions in Chartering, a column of check boxes appears in the VC In List. To bulk update VC Ins, 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.


VC In

To view an existing VC In, in the VC In List, click its row or Cargo ID link.

To create a new VC In, do one of the following:

  • On the VC In List, click .
  • Create VC Ins from a VC In COA.
  • On the Trading menu , under Trades, click VC In.
  • On the Chartering menu , under Cargo, click VC In.

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  • To share a VC In contract, copy the URL and then share it with any users in your organization.
    Note: To view the VC In, users must be logged in.
  • VC In details are in the center:
    • Complete all the sections, as on a Cargo.
    • You can access additional tools, forms, and information on the toolbar and right panel.

Copying a VC In

To copy a VC In:

  1. Click  and then click Copy Existing.
  2. Enter the Number of CopiesTotal Period, and Start date and then click Create.
  3. Edit line items for the copies as needed and then click OK.

Copy a VC In to a Cargo

To copy a VC In to a Cargo, click  and then click Copy to Cargo.

Copy a VC In to a Cargo and Link Back

To copy relevant details from a VC In to a Cargo and Link them in a Relet connection (similar to clicking  on a Cargo), click  and then click Copy to Cargo and Link Back. Pricing, demurrage, broker, and Extra Freight Terms details are not copied onto the Cargo.

Adding a VC In to an Estimate

To create an Estimate from a VC In, click  and then click Add Cargo to New Estimate. An Estimate is created with the Cargo. If a vessel has been nominated, the new Estimate uses this vessel.

To add the Cargo to an existing Estimate, click  and then click Add Cargo to Existing Estimate. Enter Estimate Search Criteria and select the Estimate.

Creating or Opening a Voyage Fixture from a VC In

To create a Voyage Fixture from the VC In, click .  If the VC In is linked to a Sale Cargo, the Voyage Operation Type is set to RELT; otherwise, it is set to SPOT.

After the Voyage Fixture is created, the button changes to .

Scheduling or Opening a Voyage from a VC In

To create a voyage from the VC In, click . All the information from the Cargo moves to the voyage.

After the voyage is created, the button changes to .

 

 Related Config Flags
CFGUseCompanyLobTradeAreaHierarchy

CFGEnableContractMirroring

CFGShowRemittanceInCargo

CFGEnforceOpsLedgerCodeCommissionableProperty

CFGDefaultClaimCommissionInvoiceSetting

CFGEnableCommissionSharing

CFGEnableBrokerRules

CFGApplyICAdjustmentToXfrt

CFGEnableOpsLOB

CFGEnableStandards

CFGEnableShuttleFreightInvoicing

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