IMOS - Barging - Chartering Workflow

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Requires the Barging module.

This workflow applies to both Equipment TC Contracts and Equipment Spot Contracts:

The Charterer (moving Cargo inland) creates the cargo using the Cargo form.
1. If equipment and pricing are known, the Charterer can add these to the Equipment and Pricing tabs on the Cargo form.
The Charterer schedules the voyage. Equipment added to the Cargo flows to the voyage when the Use Equipment from Cargo check box is selected.

This section includes the following topics:

IMOS - Equipment Contract

IMOS - Equipment History List

Create a Cargo

Create a new Cargo:

Specify a Cargo Group (with configuration flag Enable Multi Grade), Counterparty, CP Qty and Unit.
- To enable equipment-based pricing on the Pricing tab, set the Freight Type to E.
  - Freight Type E stands for Equipment Daily Rate, and when selected, additional Equipment-related fields are available.
  - If the Freight Type is not set to E and the voyage is already scheduled, changing the Freight Type to E will back-create a Spot Equipment Contract.
In the Nominated Vessel field, select the name of the tow you want to link to this cargo. When a tow is selected, the Equipment tab appears on the form.
On the Itinerary tab, specify Loading and Discharging ports, Quantities, and other relevant information.

Add Equipment

On the Cargo Equipment tab, you can add boats and barges and their Equipment Contract IDs, if you know them, before scheduling the voyage. The Equip Rate, Rate Diff, and Diff fields are populated from the values entered on the Equipment Contract.

Note: The fields on this tab are used for reference. Any equipment you add here can be copied to the Equip In/Out tab on the Activity Log when the voyage is scheduled, and it is on that form where Operators manage equipment for the voyage.

Specify Pricing

You must specify the rates:

You are charging the Charterer for an Equipment TC Contract
You will pay to the Owner for an Equipment Spot Contract

On the Pricing tab:

Create a line for each Equipment Type, add the Number of Equipment, and Daily Rates.
- If this is a consecutive voyage, you do not have to add this information to the next voyage, because the equipment is copied to the new voyage from the previous voyage.
Save the Cargo. The Equipment Contract ID field is populated with a generated ID number, but the contract is not created yet. The Equipment Contract is created when the voyage is scheduled, and at that time, you can open it.

Schedule the Voyage

To schedule the voyage, click Schedule Voyage on the Cargo form.

On the Create New Voyage form, some fields are completed. Complete the remaining fields according to the voyage.

Opr Type: Type of voyage being scheduled.
- To create a Spot voyage/Equipment Spot Contract, select SPOT.
- To create a TC voyage/Equipment TC Contract, select TCOV.
  - Cargoes with Freight Type E cannot be scheduled on TC tow voyages.
Consecutive Voyage: Select this check box if there is already a previous voyage for the vessel. The following apply:
- The completing date of the previous voyage becomes the commencing date of the new voyage (displayed in the Commencing field).
- The last port of the previous voyage becomes the commencing port of the next voyage.
- The ending bunker inventory of the previous voyage becomes the beginning bunker inventory of the next voyage.
- The Use Equipment from Cargo check box cannot be used when using the Consecutive Voyage check box because the equipment from end of the previous voyage is carried over.
- If the voyage is based on an Equipment Contract, you cannot set up a consecutive voyage based on a TC Contract. However, if the first voyage is based on a TC Contract, you can create a consecutive voyage based an Equipment Contract.
Automatically Number Voyage: Select to automatically assign the next sequential voyage number for the vessel.
- Using configuration flags, voyages can be configured to have voyages automatically numbered in these ways:
  - In sequence from the last voyage number
  - Based on the current year plus a 2- or 3-digit sequential number. For example, in 2013, the first voyage for each vessel would be either 1301 or 13001.
  - With a unique Voyage Number across the entire database, rather than for a particular vessel. Each new voyage is assigned the next open sequential number.
  - With a unique Voyage Number for voyages of Operation Types SPOT, RELT, and COAS.
Create From: The source is selected; upon voyage creation, the source data is included in the new voyage.
- Use Equipment from Cargo: Selected by default for non-consecutive voyages. When selected, the equipment entered on the Equipment tab of the Cargo form is copied over to the voyage and appears on the Activity Log.

After the voyage is scheduled, the Operator manages the voyage.

Related Configuration Flags

Name/Flag	Description
Default Auto Number Voyage CFGDefaultAutoNumberVoy	Select the Automatically Number Voyage check box by default for all new voyages.
Voyage No Format CFGVoyageNoFormat	Automatically assign voyage numbers by year: 0: Default. 3: Use voyage numbers based on entry date year (YY) plus two digits (e.g., the first voyage of 2020 is 2001). 4: Use voyage numbers based on entry date year (YY) plus three digits (e.g., the first voyage of 2020 is 20001). If this is used in conjunction with CFGUseGlobalVoyageNumbering, when a new year begins: The voyage number will continue sequentially, ignoring the new year. To resolve this, set CFGUseGlobalVoyageNumbering to N. If you must have CFGUseGlobalVoyageNumbering enabled, create a new voyage with voyage number as YY 01 or YY001, and that will be the largest voyage number in the system. Then, you can set CFGUseGlobalVoyageNumbering back to Y.
Use Global Voyage Numbering CFGUseGlobalVoyageNumbering	Use unique voyage numbers across the entire database, rather than simply for a particular vessel. New voyages are assigned the next highest sequential open number based on the other voyages in the database.
Use Global Spot Voyage Numbering CFGUseGlobalSpotVoyNumbering	Create new SPOT/RELT/COAS voyages with a globally unique voyage number across these three operation types.
Charterer View CFGChartererView	Uses the Charterer's view instead of the standard Cargo form. When enabled: When a voyage is scheduled using Cargo as the source, the Opr Type on the Create New Voyage form defaults according to the Counterparty on the Cargo contract. If the Counterparty is an Owner, the Opr Type is SPOT, otherwise it is TCOV or OVOV depending on the Ownership field on the vessel. Opr Type can be changed, and if the selected type is incompatible with the Cargo counterparty, the Counterparty column in the Voyage Manager Cargoes grid is cleared. All noncoload Cargoes in a voyage synchronize to have the same CP Date and CP Terms Details form. A Supplier/Rcvr column appears on the Cargo Booking and VC In Booking forms.
Validate Contract Status to Schedule CFGValidateContractStatusToSchedule	Restricts scheduling voyages unless Time Charters are Fixed or Delivered and Cargoes are Confirmed.
Use Cargo Benchmark on Voyage CFGUseCargoBenchmarkOnVoyage	If enabled, when scheduling a Voyage from a Cargo contract that uses Benchmark Estimate as its Exposure Basis, the new voyage will be initialized from the Benchmark Estimate of the Cargo contract.