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Compatibility
Compatible with APM 2019.60 or higher*
*Requires cross-reference table; PW_CREWCARD, MXP_CREWFOLIO
Terminologies
Crew Folio | This is the crew member's journal of all his spendings onboard for a particular period. Normally for one payroll period or for a voyage. This is used on cruise vessels onboard merchant navy vessels like tank/bulk etc this is referring to like the slop chest or bonded stores. Onboard cruise vessel crew members are equipped with a crew card, that is used onboard in the various chops/stores to purchase various goods. These purchases are listed in the Crew Folio. |
POS | The POS is the place in a shop where a product is passed from the seller to the customer. POS is an abbreviation for 'point of sale'. POS System is the system registration of the purchase, cost product date etc. |
MXP | http://www.marinexchange.com/index.php?id=222 MarineXchange MXP is the first enterprise software suite for the cruise industry. Through interfaces, MXP data flows to other systems like the company website, reservations, financial systems, or data warehouses. MXP provides a “best practices” approach and is fully SOX compliant. |
Process Flow
At the end of the voyage, the crew folios are entered into the payroll so that
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cost and eventual earnings (hours/gratuities) are added and subtracted from a person's payroll.
MXP identifies a person using the Charge_Id which is added on the crew card when printing and programming the card. During a purchase, the crew member's charge id is registered in the MXP POS System. The crew folios are linked to the Charge_Id.
The Crew folios can be subtracted using MXP's API.
Housekeeping
Download the Plugin
http://download.adonis.no/files/upgrade/PersonnelManager/Plugins/CrewFolio/
Installing the Plugin
Location
Adonis Personal Manager > Tools > Import > Crew Folio
Setup
1) Setup the MXP WebAPI URL (If you don't know the WebAPI URL, please ask your System Administrator)
2) Click Append to add an Entry Code.
3) Setup Payroll Transaction: Look up to Crew Folio Entry Code.
Payroll transaction
Select the payroll entry code, and add the condition when a payroll transaction with this entry code should be created.
4) Click OK to save.
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5) Click on Field Assignments.
Field Assignments
The following information from MXP is available to be assigned to as standard payroll transaction fields:
Pin, ChargeID, Invoice_Number, ItemID, business_Day, item_description, item_Quantity, debit_amt, credit_amt, total_amt, currency_code, location in addition the following field is available, vessel_numorgid.
6) Click on Append to select Payroll Fields.
7) Select Payroll Fields.
8) Select Group by
The Group by column is where the response will be grouped.
Note: If the group by is not set, the plugin will create a list for each transaction.
To get the correct placement of the crew folio, the vessel_numorgid must be selected to get the vessel's unique
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ID.
9) Click Save.
Functionality
How to Import Crew Folios From MXP
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1) Click the Import MXP Crew Folio Records button
2) Set the Initial Date:
For the first import, no initial date was set yet, you will select a date where to start the search. Normally the initial date should be the same as the start of the voyage or the start of the payroll date.
3) Set Import all transactions up to:
Select the query's end date.
4) Click Import MXP Crew Folio Records.
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5) Successfully Imported MXP Crew Folio.
You will be notified that the import is successful.
How to Transfer to Payroll the MXP Crew Folios Records
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1) From the list of MXP Crew Folio that is not yet transferred to payroll, select persons that you want to Transfer to Payroll.
In the Collapse View, all the POS transactions of the person will be displayed.
2) To continue click the Transfer to Payroll button
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3) Successfully transferred to payroll
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4) The persons were removed from the list Not Transferred to Payroll.
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5) In the list Is Transferred to Payroll you will view the transactions already transferred to Payroll. These transactions are still based on the Initial Date and Up to Date. If these dates
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are changed a new set of transactions will be displayed.
View the Transferred MXP Crew Folio in the Payroll Module
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Location: Payroll Module > Payroll
Since we Group by location, in the TEXT column, there were two locations detected (Computer Shop and Administration) The total amount for each location will be totaled and displayed as one entry.