Legal Entity and Trading Company selection logic at PC creation
We have overhauled the logic for selecting Legal Entities (LE) and Trading Companies (TC) during Port Call creation. The system now prioritizes trading company selection and dynamically filters available legal entities based on the TM settings, reducing manual intervention and improving accuracy. This ensures more precise mapping for both integrated and non-integrated customers.
Currency restriction message for Russian Portcalls
A new notification is displayed during port call creation for Russian ports, informing users that payments can only be processed to non-RUB currency accounts. This ensures compliance and transparency for users handling Russian port calls.
Contracts applicability on the Port Call Create screen
Operators can now view and select applicable contracts directly on the Port Call creation screen. If multiple contracts are available for the same agent or service, users can choose the most relevant one, with contract details sourced from the applicability page or the main contract as needed.
PortsDirect Contracts are now searchable under Contracts page
PD contracts are now included in contract search results and styled consistently with DA-Desk contracts, ensuring operators do not miss any relevant PortsDirect contracts during their searches.
Contract Expiry Notification
A banner alert now appears on the Port Call creation page when contracts are approaching expiry or review, ensuring users are proactively notified and can take timely action. A smaller exclamation icon is shown, with full details available on click:
[Payments Tab | PP customers] Status Enhancement Names
The Payments Tab now clearly displays payment statuses as "Approved, Payment Pending" or "Approved, Paid," with intuitive visual indicators, making it easier for users to track payment progress on their DAs.
"Approved, Paid" status - DA is approved in Switch, and paid via PPL, and download remittance advice is available for download.
"Approved, Payment Pending" status - DA is approved in Switch, but payment still pending to be done via PPL, and download remittance advice is not available for download.
PowerBI Report(s) in Switch
Now you can access all your tailored made DA-Desk PowerBi reports via "Switch" > "Dashboard" tab. A new API integration allows PowerBI reports to be accessed directly within Switch, providing users with enhanced reporting and analytics capabilities, and a consolidated view of key metrics and analytics.
Below is just a sample report look:
Compare Past DAs feature extension
The "Compare Past DAs" feature in Switch now supports Supplementary DAs, Vendor Invoices, and Vendor Service Requests, allowing users to perform historical comparisons across all DA types.
We added additional columns in Landing Page
The following columns have been added on the landing page, helping operators prioritize approvals and follow up on outstanding items more efficiently and providing greater transparency.
Port Costs (Voyage) Total
Charterer Costs Total
Owners Costs Total
DA Total
Update to Proforma Supplementary DA [PSDA] logic for Cash To Master [CTM] payment
The creation logic for Proforma Supplementary DAs (PSDAs) has been updated to ensure that appointments are accepted before submission and that currency rules are enforced for Cash to Master payments, improving compliance and payment processing.
A PSDA created before the submission of the Proforma DA (PDA) can be in the same currency as the main DA and may be submitted in that currency, as long as the PDA itself has not yet been submitted.
If a PSDA is created in the same currency as the PDA but remains unsubmitted, and the PDA is subsequently submitted, then the PSDA must be in a different currency from the PDA.
Switch Release Note Q3 2025
Updated over 3 months ago