Conversion of the margin

There are two types of margin in the system:

• MARGIN ESTIMATED calculated on the basis of the difference in net payments of related transports documents in opposite relationships.
• MARGIN BILLED net difference of billing documents that are linked to transport documents with status 'billed'

Additional information:

1. 'Billed' status does not allow to edit documents only if checked settings>system>permission active. Details available at: Setting permissions

2. The margin is calculated for the following types of documents:

   - Forwarding order from/to
   - Freight order from/to
   - voyages
   - bookings
   - orders of insurance/storage/handling from/to

3. Details of conversion of the estimated margin:

   In case of:

   1. No amounts assigned to related documents
      margin = total net of document from client - total net of related documents to subcontractor
   2. Amounts assigned to related documents
   • in document from client
     • margin = total net of the document from client - sum of assigned net amount of related documents to subcontractor
   • in document to subcontractor
     • margin = sum of assigned net amount of related documents from client - total net of document to subcontractor