Set up a Service Trip Template

Security Note: You need the Allow barge despatch template maintenance security right in the Barge Despatches domain security rights group for this activity.

Activity Steps

  1. Select the Transport panel in the Solution Explorer.
  2. Expand the Barges » Service Trip Templates node.
  3. Right-click a service trip template group and select New » Service Trip Template from the menu.

    The Service Trip Template displays.

  4. Complete the following fields as required.
    • Service Trip
    • Barge—Select from the barges defined on the Transport panel of the Solution Explorer.
    • Tug—Select from the tugs defined on the Transport panel of the Solution Explorer.
    • Captain
    • Default UOM—Select from the Mass units defined in the Unit Conversion Editor.
    • Planned Product—Select from the products and brands defined on the Material panel of the Solution Explorer.
    • Transport Operators—Select from the barge operators defined on the Transport Operators screen.
    • Chief Engineer
    • Despatch Dates—Whether despatch dates are entered with times. See Set Date and Time Formats for the impact of this setting. Select from:
      • Use Global Setting (default)—Use the Enter Times With Despatch Dates setting defined on the Options screen.
      • Include Times
      • Do Not Include Times
  5. Specify the service trip route:
    1. Select the Details tab.
    2. Perform one of the following steps to select a route defined on the Transport panel of the Solution Explorer.
      1. Select a barge route from the Route drop-down list.
      2. Expand the Routes node and drag a barge route into the Route field.

    Note: The route must be specified and the service trip template must be saved before the template can be used to create service trips.

  6. To allow the barge route for a service trip created using this template to be changed, check Allow Route Change.

    If checked, the service trip template cannot be configured to allow a default unloading process flow or unloading stockpile, or to allow a service trip created from this template to be automatically unloaded.

  7. To allow service trips created with this template to be changed to a different service trip template, check Allow Template Modification. See Change the Template of a Service Trip.
  8. To specify default loading transaction details:
    1. Select the loading route point.
    2. Select the Default Loading Process Flow from the process flows and movement flows that have the loading location as a destination location.
    3. Select the Default Loading Stockpile from the stockpiles at the source location of the selected Default Loading Process Flow.

      Note: A Default Loading Stockpile cannot be selected for movement flows.

  9. To specify default unloading transaction details:
    1. Select the unloading route point.
    2. Select the Default Unloading Process Flow from the process flows and movement flows that have the unloading location as a source location.
    3. Select the Default Unloading Stockpile from the stockpiles at the destination location for the selected Default Unloading Process Flow.

      Note: A Default Unloading Stockpile cannot be selected for movement flows.

    4. Select whether to Auto Unload when the actual departure date is set for the barge on the loading route point.

      Automatic unloading is only possible if the route has two route points, and the first route point is a Loading Only route point and the second route point is an Unloading Only route point, and the second route point is selected, and a Default Unloading Process Flow has been selected and a Default Unloading Stockpile has been selected. The route must also have the travel time estimate and duration time estimate specified for the unloading route point.

  10. To specify event templates for each route point:
    1. Select the route point.
    2. Select the Default Transport Event Template from the transport event templates defined on the Transport panel of the Solution Explorer.
  11. To add costs or service charges:
    1. Select the Service Charges tab.
    2. Add costs as described in Enter Costs for a Despatch.
    3. Search for, select and edit service charges as described in Enter a Service Charge for a Despatch.

      When service trips are created using this service trip template, these costs and service charges are automatically added.

  12. To override tab configuration for all service trips created from this template, instead of using the tab configuration defined for the user group:
    1. Select the Tab Configuration tab.
    2. Click the notification to override the tab configuration.
    3. Check Override User Group Settings.
    4. Check Is Hidden for the tabs that are to be hidden.
    5. To reorder the tabs, right-click the Tab Page Name and select Move Tab Up or Move Tab Down from the menu as required.
  13. Click Save.