Object Card

When an expense is opened for creation or editing, its Expense Card opens in a separate window. This same card is also used to view a selected expense from the list in the main TOR interface.

Header Fields Overview

The header contains key expense information:

  • Expense â„–: Text field for entering expense number.

  • Type: Expense type. Available options:

    • Container Expense — Expense for container;

    • Estimate — Container repair expense;

    • Voyage Expense — Expense for voyage;

    • Lease Agreement Expense — Expense under lease agreement;

    • Spare Part Expense — Expense for container spare parts;

    • Lumpsum Expense — General expense;

    • Bank Charge — Bank fee.

  • Status: Expense status. Possible values:

    • Estimated — Expense and its evaluation require confirmation;

    • Approved — Expense and its evaluation confirmed;

    • Survey — Disagreement with expense and/or its evaluation, additional survey required;

    • Invoiced — Expense included in invoice;

    • Cancel — Expense canceled;

    • Closed — Invoice including expense paid.

  • Estimated: Estimated expense amount.

  • Currency: Expense currency.

  • Activity Date: Date of operation for which expense is issued.

  • Object: Expense object (field hidden for Container Expense, Lumpsum Expense, and Bank Charge types). For other expense types, selection depends on type:

    • Estimate — Container number;

    • Voyage Expense — Voyage name;

    • Lease Agreement Expense — Lease agreement number;

    • Spare Part Expense — Spare parts name.

  • Activity Type: Type of operation for which expense is issued.

  • Account Code: Operation code for which expense is issued.

Tabs in the Main Section

The main section contains tabs with additional expense data. Tab set depends on selected expense type:

  • Details — Additional expense parameters (for all except Bank Charge type);

  • Documents — Linked documents;

  • Preview — Repair estimate file view;

  • Containers — List of containers (only for Container Expense type);

  • Jobs — Jobs and/or spare parts used for the operation related to the expense (only for Estimate, Voyage Expense, Lease Agreement Expense, Spare Part Expense types).

For more detailed information on the tabs in Expense card, kindly refer to the article below: