1 · Create the Port Call

Everything in the workbench hangs off a port call — a vessel arriving at a port within an ETA/ETD window. This section drives the create flow live for CORAL SEA · Singapore and opens its workbench. live drive

1.1 Open the Port Call list

From the sidebar, open Port Call. The list is a DataQuery grid of every call (newest first) with a + New button top-right.

1.2 The New Port Call form

The form is grouped into Overview, Vessel & Port, Voyage Chain, Schedule, Call Details, Agent & Crew and Notes. Only vessel, port and the ETA/ETD window are required.

Empty new port call form — The empty form. Vessel * and Port * are DataQuery pickers; ETA/ETD are native datetime fields; Window (h) is computed for you.

Field	Value used	Note
Vessel	CORAL SEA	Picker; picking a vessel auto-fills the Default Customer from the vessel's owner.
Port	Singapore (SGSIN)	Picker searching UN/LOCODE, name, country.
Name	CORAL SEA · Singapore	Display name for the port-call / business context.
Default Customer	E102 · Eastern Pacific Shipping Pte Ltd	Auto-filled from the vessel; overridable.
ETA / ETD	14 Jul 08:00 → 15 Jul 18:00	Window (34.0 h) computed automatically.
Call Purpose / Priority	Provisions / Standard	Defaults.

1.3 Pick the vessel

Click the Vessel field to open the Search dialog. Type a term and press Enter to filter, then click a row.

Vessel search dialog filtered to PACIFIC — The vessel Search dialog filtered on **PACIFIC** — 30 real Eastern Pacific Shipping vessels. We pick **CORAL SEA**. The customer column shows each vessel's registered owner.

Picker mechanics. Every FK field opens this same dialog. The list is server-filtered — type your term then hit Enter (not just keystrokes) to run the search, and click any cell in a row to select it.

1.4 Fill schedule & save

With vessel + port set, the Default Customer is populated and the This-Port row of the voyage chain mirrors the port. Set the ETA/ETD window and Save.

Completed port call form — Completed form: CORAL SEA · Singapore · Eastern Pacific Shipping · ETA 14 Jul 08:00 → ETD 15 Jul 18:00 (window 34.0 h) · Provisions / Standard. Click **Save**.

Saved port call — Saved. The URL becomes `/port-call/01KWY17NT8EGQGRPH2R2NSTVBG` — that ULID is the **business context id** every downstream document is scoped to.

1.5 Open the Workbench

Navigate to /port-call-workbench/<bc> to open the PCWB for this call. It opens on Stage 1 · Quoting with nothing to quote yet.

Empty Port Call Workbench — The empty workbench. Top bar: vessel · port · default customer · ETA/ETD countdown · KPIs (LINES / SUP / CUST / GP). Four stage tabs. The **+ RFQ** control (top, next to the RFQ selector) starts a customer RFQ. Right rail shows Next Actions, Financial Summary, Port Call Meta and the Activity feed (already logging "Port call created").

Currency. The KPIs read USD here because Eastern Pacific Shipping's default currency is USD; the RFQ we create in the next section is itself priced in SGD. The workbench tracks both the document currency and the local currency throughout.