On the Linked Trades grid, you can specify Trade lots (per month) by selecting from those that are not linked to any other contract.
To view a linked contract, right-click the line and then click See Trade Details.
Note: Linked Trades functionality is not available for VC In contracts.
Bunker Exposure Breakdown
On the Bunker Exposure Breakdown grid, you can break down bunker exposure to different periods and keep bunkers in exposure until they are actually ordered. Once this grid is populated, the bunker exposure for the Cargo is based on the quantities/symbols and dates in it.
In the Trading ProfileBunker Exposure Until field, select Ordering Bunkers (Benchmark Estimate) to have any bunkers in this grid remain in exposure until they are lifted on a voyage or the voyage is completed.
On the Estimate Properties panel, a Benchmark check box appears. To mark an Estimate as a Benchmark Estimate, select the check box. Benchmark Estimates must have exactly one cargo, and they cannot be fixed.
On COA and Cargo/VC In forms, an Exposure tab appears. If a cargo is linked to a Benchmark Estimate via the Exposure tab, the market rate will be used as the TCE in the Benchmark Estimate and back-calculate the $/ton rate in the Trading Profit and Loss.
Sync Cargo With Initial Estimate CFGSyncCargoWithInitialEstimate
Syncs the Cargo with the Initial Estimate, as long as there is only one Cargo and one Initial Estimate; if the same Initial Estimate is used for multiple Cargoes, one:many will not be synced when the Initial Estimate is updated.
If the Estimate has two Cargoes linked to it, the Open Contract button on the toolbar is named Contracts and has two options:
Open Contract opens the first Cargo.
Open Related Cargoes opens a selection window with all Cargoes that have that Estimate as their Initial Estimate.
When a VC In is set to use a TCOV Benchmark Estimate, the VC In will not be updated when a change is made to the Initial Estimate.
When CFGLockInitialEstimate is also enabled, and there are multiple Cargoes that use the Benchmark Estimate as the Initial Estimate, this flag is ignored: The Estimate can be edited and saved.
Lock Initial Estimate CFGLockInitialEstimate
Locks the initial Benchmark Estimate after the Cargo contract is created. When the Cargo contract is Confirmed, it can be edited, but the corresponding Initial estimate is locked. For all other statuses, the Initial estimate can be edited, but Freight Type and Frt Rate fields on the Cargo cannot. They must be updated from the Initial estimate (applies when CFGSyncCargoWithInitialEstimate is ON).
Auto Update Bunker Exposure on Voyages CFGAutoUpdateBunkerExposureOnVoyages
When enabled, on Cargoes that have their Exposure Method set to Benchmark Estimate and an estimate chosen, the Bunker Exposure Breakdown grid automatically populates with exposure information from the Benchmark Estimate. Once the voyage is scheduled, the Bunker Exposure Breakdown grid becomes read-only and automatically updates with data every time the voyage is updated.
Link Trades on a Quantity Basis Instead of Just a Period Basis CFGLinkPaperTradeQty
When enabled, paper trades can be linked to physical trades on a quantity basis within a period, providing a more granular level of linking and allowing for one paper trade to be linked across multiple physical contracts within the same period.
