IMOS On-Prem - Port Expenses Summary

From the Port Expenses Summary, you can create a Proforma DA (PDA) or a Port Expense.

On the Voyage Manager, right-click a port in the Itinerary and then click Port Expenses.

To create a PDA or Port Expense, click and then click New Advance/DA or New Expense.
To open an existing PDA or Port Expense, right-click its line item and then click View Expense Details.
Note: If you are not seeing an active Vendor as an available option in the Vendor drop-down menu when creating a new expense, ensure the Types field includes type A for Agent within the Address Book entry for the vendor.
Use estimate cost in P&L: Select this check box to show estimated port expenses in the P&L when they are higher than actual expenses. If the actual expenses are higher than the estimated, the actual amount is displayed in the P&L.

Name/Flag	Description

Name/Flag

Description

Default Port Expense to Provisional
CFGDefaultPortExpToProvisional

Selects the Use estimate cost in P&L check box by default for all newly created voyages.
Estimated port expenses in the Voyage Manager will be Provisional by default.

Enable Standards
CFGEnableStandards

Hides the Port Expense field on some forms, enables standards for expenses, and adds a Port Expenses Details form and a Port Expenses Details button on the Port Expenses Summary to open it. When detail-level port expenses are being used, the PortExp column in the Voyage Manager Itinerary behaves the same as the PortExp column in the Voyage Estimate itinerary:

For a port with no detail-level port expenses, you can edit its PortExp amount in the Voyage Manager Itinerary Cargo Tab. The voyage P&L shows this amount as estimated expenses for that port.
For a port with a single detail-level expense, that amount appears and can be edited in the voyage itinerary PortExp field. An estimated expense entered before creating the detail-level expense is no longer displayed in the voyage P&L.
For a port with multiple detail-level expenses, the itinerary PortExp field shows the sum of the detail-level expenses for that port and cannot be edited.
When CFGVoyageExpenseAllocation is set to Y, a Voyage Expense Allocation section will be added to the Voyage Estimate Profit & Loss Report, and optionally to the Voyage Profit & Loss Report.

On the Port Expenses Summary form, the options to create a New Advance/DA or New Expense will not appear.

An ECA Factor field also appears on COA, Cargo/VC In, and CP Terms Details forms. When ECAFactor is used in an ECA Recovery Charge Results/Fee expression and an ECA Factor value is entered on a contract, an ECA Recovery Charge Extra Freight Term is generated on that contract.

When a COA is created from a Voyage Estimate, ECA Factor is copied from CP Terms to the COA.
When a COA Lifting is created, ECA Factor is copied from the COA to the Cargo.
When a cargo is scheduled, ECA Factor is copied from the cargo to the back-created Voyage Estimate.