PortzApp Platform
Document Export
A generated, versioned document such as a PDA, FDA or invoice that can be previewed, published, downloaded or sent. Within PortzApp, the term describes part of the platform’s account, directory, request, job or collaboration workflow.
What an export is
A document export is generated from the job’s account, not written separately.
Each export captures the account at a point in time, which is why they are versioned.
The type of export marks a stage: an estimate before the work, a settlement after it.
Document Export is a term used in maritime business and operations.
A generated, versioned document such as a PDA, FDA or invoice that can be previewed, published, downloaded or sent.
Within PortzApp, the term describes part of the platform’s account, directory, request, job or collaboration workflow. The exact meaning may vary with the contract, jurisdiction, port practice or workflow in which it is used.
Export types and the stage each marks
Export
Proforma DA (PDA)
When it is used
The estimate, at quote stage or early in the job.
Export
Disbursement Account (DA)
When it is used
A snapshot of the account while the job is running.
Export
Final DA (FDA)
When it is used
The settlement document, once the job is finished.
Export
Proforma Invoice (PI)
When it is used
An invoice-style estimate.
Export
Final Invoice (FI)
When it is used
The invoice to be paid.
Export
Custom
When it is used
Anything the others do not cover, under a title you give it
Document exports in PortzApp
Generated from the account behind the job
In PortzApp an export is produced from the job’s disbursement account, so it reflects the line items as they stand. It can be emailed from the platform, with recipients, CC, BCC and a message.
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