Home > Financials > Voyage P&L Snapshot Manager

With the Voyage P&L Snapshot Manager, you can adjust realized P&L snapshot data for voyages by adding, updating, or removing snapshots. Each line shows one contract/voyage.

On the Financials menu …, under Statements, click Voyage P&L Snapshot Manager.

Open

To find snapshots, on the Parameters panel, select a Snapshot Date and Snapshot Type.

Adding Snapshots

• To add a snapshot to a voyage, click its Add link in the Snapshot Action column.

• To add snapshots to multiple voyages, select their checkboxes in the first column and then click the Update/Add link at the top of the list.

After a snapshot has been added to a voyage for a specific reference date, you can update or remove it from the voyage.

Updating Snapshots

Updating reruns the Voyage P&L calculation.

• To update the snapshot for a voyage, click its Update link in the Snapshot Action column.

• To update the snapshots for multiple voyages, select their checkboxes in the first column and then click the Update/Add link at the top of the list.

• Use Case: if month-end accruals are run basis a snapshot and after the snapshots are run, the business realizes an invoice wasn’t posted properly, an update will allow the team to quickly update the one voyage’s pnl snapshot without having to rerun all snapshots.

Removing Snapshots

• To remove the snapshot from a voyage, click its Remove link in the Snapshot Action column.

• To remove snapshots from multiple voyages, select their checkboxes in the first column and then click the Remove link at the top of the list.