Company Data
This function provides you with the flexibility to control and manage your data (with drop-down lists) in the 'Demurrage Claims' table and 'Demurrage Calculations' page. Some examples of data with drop-down lists include 'Company Name' and 'Company Type'.
You may choose to:
Utilise this 'Company Data' function and add items into the drop-down lists directly in the 'Company Data' page, which ensures standardisation and accuracy of inputs (especially when the demurrage data is utilised and shared among other group members (with the Enterprise Solution Plan)). However, you will not be able to freely add new items into the drop-down lists in the 'Demurrage Claims' table and 'Demurrage Calculations' page. You can only add, edit or delete the data in the drop-down lists in the 'Company Data' page, OR
Not utilise this 'Company Data' function and add any new items into the drop-down lists directly in the 'Demurrage Claims' table and 'Demurrage Calculations' page, but you may lose data standardisation control.
Please note that for all company data management tables, any user besides company profile creator can input and edit the data, and the data will be reflected in all users' table within the group.
To access this page, click 'Settings' from the navigation sidebar on the left, followed by 'Company' and 'Company Data'.
TABLE OF CONTENTS
'Entity Management' Table
To access this page, click 'Settings' from the navigation sidebar on the left, followed by 'Company' and 'Company Data'.
In the 'Entity Management' tab, you may key in inputs to be displayed in the drop-down lists of 'Company Name', 'Company Type' and 'Broker' in the 'Demurrage Claims' table and 'Demurrage Calculations' page.
- Please note that 'Company Name' is linked to the 'Counterparty' in Physical trade page, so if Company Name has been input in Company Data>Entity Management table, it will be linked to the Counterparty in physical trades page, so the lists of Counterparty will only be limited to the list input in Company Data>Entity Management table; pertaining to the Counterparty in:
Create New Physical Trade
Bulk Create Physical Trade
Trade Execution
Bulk Trade Execution Update
- Counterparty will be auto listed under Company Type
- New columns have been added:
Credit Amount
Credit Currency
Invoice Code
Invoice Address
Invoice Bank
Reg. No.
If Credit Amount has been input, Credit Currency must be input, and vice versa
To create a new row, click on the '+ Add Row' button located above the table.
Only the 'Company Name' is a compulsory item (highlighted in red) and you can only save the table after this field is filled.
After keying in the 'Company Name', you can only choose one of the following in order to save your table successfully:
a. Key in 'Company Type' only,
b. Key in 'Broker' only, or
c. Do not key in 'Company Type' or 'Broker' and leave it empty. The 'Company Name' keyed in will only be displayed in the drop-down list of 'Company Type' and not 'Broker'
Please note that the 'Company Name' and 'Company Type' are independent items. That is, keying in 'Company Name' (eg "Owner1"), followed by 'Company Type' (eg "OWNER") will not link these 2 items together. So if you key in "Owner1" under 'Company Name' in the 'Demurrage Claims' table, 'Company Type' will not be automatically be filled in as "OWNER". This allows you to freely select the appropriate 'Company Type' for the 'Company Name'.
'Address', 'Email', 'Tel' and 'Country' are optional fields that can be keyed in for your own reference.
Example: Company Type
For example, key in "Owner1" under 'Company Name' and "OWNER" under 'Company Type', and click 'Save Data' to save your table.
"Owner1" will be added into the drop-down list of 'Company Name' while "OWNER" will be added into the drop-down list of 'Company Type', in the 'Demurrage Claims' table and 'Demurrage Calculations' page.
Example: Broker
For example, key in "Broker1" under 'Company Name' and select "Yes" from 'Broker' drop-down list, and click 'Save Data' to save your table.
'Broker1' will be added into the drop-down list of 'Broker' in the 'Demurrage Claims' table.
'Others' Table
To access this page, click 'Settings' from the navigation sidebar on the left, followed by 'Company' and 'Company Data'.
In the 'Others' tab, you may key in inputs to be displayed in the drop-down lists of 'Name' and 'Category' in the 'Demurrage Claims' table and 'Demurrage Calculations' page.
The 'Category' is fixed and includes "Group", "Type of Claims", "Inco Terms", "Payable/Receivable", "Pairing", "OPS Performance", "Port", "Port Type", "Status" and "Vessel".
Inputs in 'Name' will be added into the drop-down lists of the 'Category' that you have selected.
To create a new row, click on the '+ Add Row' button located above the table.
'Name' and'Category' are compulsory items (highlighted in red) and you can only save the table after these fields are filled. 'Country' and 'Description' are optional fields that can be keyed in for your own reference.
Example: Ports
For example, key in "Port1" under 'Name' and select "PORT" from 'Category', and click 'Save Data' to save your table.