Deactivate Vessels in Gateway

DESCRIPTION

Deactivating/removing a vessel from a buyer's vessel list in Gateway

BACKGROUND

EXCEPTIONS AND HANDLING

PROCEDURE

2. Search for the Buyer who owns or manages the vessel and access their profile.

3. Check Level A Customer List if there are special notes on the Account that specifies a person to contact on vessel changes/updates.

*If yes, seek approval from contact person first. If none and requestee is primary contact, move to step 4.

4. Scroll down to the Vessel List section, then click on the Vessel’s Name.

In the vessel name, add “Z -” at the beginning. This is done, to bring the vessel at the bottom of the list, and click on Inactive:

5. Once done, click Save.

6. Place a note in the Comments section of the SF Account of the buyer noting the vessel deactivate, the date and your initials with the case number.

EMAIL TEMPLATE (Platform Support)

TOOLS/ACCESS