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IMOS On-Prem - Defaulting Company Code
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 different business structures, IMOS offers 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 Voyage Manager populates in the Company field when the voyage is first scheduled. Once the default company is populated, it can be manually edited but will no longer be subject to changes to its source.
When the voyage is scheduled:
- When there is a Cargo Fixture/TCO Fixture, the first source for the Company is the Cargo Fixture/TCO Fixture.
- When there is no Cargo Fixture/TCO Fixture or the Company on the Cargo/TCO Fixture is empty:
- If CFGDefaultCompanyOnTciSelect = Y, the default company is sourced from the Head Fixture/TCI Fixture.
- If CFGDefaultCompanyOnTciSelect = N, the default company is empty.
- When there is no Cargo Fixture/TCO Fixture or the Company on the Cargo/TCO/TCI/Head Fixture is empty:
- If CFGAssignDefaultCompanyOnVoyage = Y, the default company is sourced from the Vessel details.
- If CFGAssignDefaultCompanyOnVoyage = N, the default is empty.
The default Company is determined using the following hierarchy of sources:
- Selling Fixture
- Buying Fixture
- Vessel
IMOS only tracks down the hierarchy if the corresponding flags are enabled.
Default Company on Voyage Estimates
When a new Voyage Estimate is created, the Company field will always default to the default estimate template (.TDEFAULT).
When nominating a vessel on the Voyage Estimate:
- If CFGDefaultCompanyOnTciSelect = Y, IMOS will use the Company from the TCI Fixture (If the vessel is a TC vessel).
- If CFGDefaultCompanyOnTciSelect = N and CFGDefaultCompanyFromVessel = Y, IMOS will use the Company from the Vessel set to Nominated Vessel.
- If both flags are enabled, then IMOS will first lookup the Company from the TCI Fixture; if empty, IMOS will lookup the Company from the Vessel details.
Default Company on Cargoes
IMOS follows this logic to default the company on a Cargo:
- If CFGDefaultCompanyFromVessel = Y, 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 Charters
IMOS follows this logic to default the company on a Time Charter:
If CFGDefaultCompanyFromVessel = Y, IMOS will use the Company from the Vessel set to Nominated Vessel.
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