Logbook: Log a Commodity Transfer Between Assets

You can log a "Transfer Commodity Between Assets" activity to record a commodity transfer between two assets as a single activity. When someone logs a transfer from one asset to another, the activity is automatically recorded in both assets' Logbooks. The activity only needs to be logged once—the destination asset will automatically see the transfer in their Logbook and receive an email notification.

You can use this activity to transfer commodities between two primary assets, two attached assets, or a primary and an attached asset.

Set Up the “Transfer Commodity Between Assets” Activity Type

The “Transfer Commodity Between Assets” activity type must be configured on the Setup > Events > Activity Types tab before the activity will be available on the Logbook tab.

To set up the activity type

1. Go to the Setup > Events > Activity Types tab.
2. Click New to create a new activity type.
3. In the Type list, select Transfer Commodity Between Assets.
4. Complete any required fields and save your changes.

Log a Commodity Transfer

Use a “Transfer Commodity Between Assets” activity to log commodity transfers between assets. Anyone with permission can log the activity—whether they're on the source asset, the destination asset, or on shore. The activity only needs to be logged once, and the transfer automatically appears in both assets' Logbooks. The destination asset receives an email notification about the transfer.

To log a commodity transfer

1. Go to the Onboard > Logs > Logbook tab.
2. From the asset list, select the primary asset you want to log from.
3. Click Log a new entry in the top-right corner.
4. In the Entry Type list, select Transfer Commodity Between Assets.
5. Complete the required fields.
6. In the Transfer of Commodity section, enter the details for both the source and destination:
   • Source (Transfer Out): Select the asset and commodity you want to transfer out. Related tanks appear under “Source Cargo Holds.” Enter a total Change value to distribute equally among tanks, or enter values per tank.
   • Destination (Transfer In): Select the asset and commodity you wish to transfer in. Related tanks appear under “Destination Cargo Holds.” Enter a total Change value to distribute equally among tanks, or enter values per tank.
7. Click Log Activity to save the entry.

Email Notifications

Helm CONNECT automatically sends email notifications based on the types of assets involved. If the activity is between two primary assets, notifications are sent to both the source and destination primary assets. If the activity is between two attached assets, notifications are sent to the primary assets that picked them up.