Boat Placement

From the menu select Marina Management > Locations > Boat Placement

The Boat Placement menu allows you to arrive, move, and depart boats for slips, racks, etc. You can also add contract start and end dates and billing codes to the boat record. When arriving or moving a boat you cannot select a slip that already has a boat assigned to it for the action date nor can you use an action date that is greater than the current date. Also depending on your company's billing processes if the parameter is turned on for Create Invoice During Placement. Any time a boat placement action occurs if the current billing codes are daily or pro-rate monthly types an unposted invoice for the time spent in the current slip will be generated.

Arrive a new boat

• Enter the boat id or use F6 and the find panel to select it from the listing. The information about the boat and any previous slips will be displayed
• Enter or select the slip id in the New Location field that the boat is being assigned to.
• Enter the Action Date. The date will default to the current date, and it can be overridden to an earlier date if the boat arrived before today but was not updated in the application. Remember there cannot be a boat in the slip for the date and time selected.
• The contract start and end dates can be maintained as needed. They are not required if your company does not require contracts.
• Enter or select the billing codes to use for billing storage charges. These can be maintained later in the boat record as desired. You should delete any previous billing codes if they are no longer used.
• Click Save

Move a boat to another slip

• Enter the boat id or use F6 and the find panel to select it from the listing. The information about the boat and any previous slips will be displayed.
• If the slip/boat has a meter attached the application will prompt you to read the meters first before moving the boat. If you need to enter the meter reading cancel out of the boat placement, enter the reading then return to boat placement.
• Enter or select the slip id in the New Location field that the boat is being moved to.
• Enter the Action Date. The date will default to the current date, and it can be overridden to an earlier date if the boat arrived before today but was not updated in the application. Remember there cannot be a boat in the slip for the date and time selected.
• The contract start and end dates can be maintained as needed. They are not required if your company does not require contracts.
• Enter or select the billing codes to use for billing storage charges. These can be maintained later in the boat record as desired. You should delete any previous billing codes if they are no longer used.
• Click Save

Depart a boat

• Enter the boat id or use F6 and the find panel to select it from the listing. The information about the boat and any previous slips will be displayed.
• If the slip/boat has a meter attached the application will prompt you to read the meters first before moving the boat. If you need to enter the meter reading cancel out of the boat placement, enter the reading then return to boat placement.
• Ignore the New Location field.
• Enter the Action Date. The date will default to the current date, and it can be overridden to an earlier date if the boat arrived before today but was not updated in the application. Remember there cannot be a boat in the slip for the date and time selected.
• The contract start and end dates can be maintained as needed. They are not required if your company does not require contracts.
• Delete the billing codes from the grid. These can be maintained later in the boat record as desired. You should delete any previous billing codes if they are no longer used.
• Click Save

Special note on Create Invoice During Placement

If this function is turned on, then any time a boat is moved or departed the application will generate an unposted storage invoice if the boat remains in the slip longer than the minimum time set in parameters. The invoice only gets generated if the billing codes are daily or pro-rated monthly types. The background processing is outlined below.

When a boat is arrived initially the application writes the date and time of the placement action to the boat.

Then if the boat is later moved or departed and there is daily, and pro-rated billing codes existing on the boat the number of days are calculated based on the arrival and move or departure dates. An invoice will be generated, and a pop-up will display the invoice number. ***Note that the invoice will concatenate the date range and billing code description on the invoice so that the customer sees the days the boat was assigned to the specific slip.

The invoice is saved as an unposted invoice and it can be maintained, printed and posted, or deleted as desired by the billing clerk.

The above occurs each time the boat is moved or departed.