Page reference
Every Trident page, and what it is actually for
This is where the Help links inside the product land. Page names below are the captions as they appear in Business Central, so you can type them straight into search. Install and setup are on the docs page.
Charter Card
Everything about one charter hangs off this page, and most of your time in Trident is spent here or one click from here. It carries the dates, the vessel, the customer, the currency, the payment template, and then four blocks of computed finance state: Financials (scheduled, invoiced, posted, outstanding), APA (deposit outstanding, received, remaining, settlement status, closure status and the guidance text for each), Preparation Review and Closeout Review.
The status actions run the lifecycle — Confirm, Start Charter, Complete, Close Charter, Cancel Charter — and each refuses rather than warns when the charter is not in a state where it makes sense. The Invoice group holds Create Invoice, Create APA Settlement Document, Open Settlement Document, and the two sync actions that pull posted and paid invoice state back from the sales documents.
A charter's own history is on Charter Status Log, and every document Trident created or linked for it is on Charter Document Links.
Charters, Vessels
The two list pages. Charters is the way in; Vessels and Vessel Card hold the master data a charter points at. Neither does anything clever, and neither is trying to be a fleet management system.
Charter Payment Schedule
The stages a charter gets billed in: deposit, balance, APA funding, whatever the template says. Each line carries its amount, its due date and its own status.
Lines are generated from a payment template with Build Schedule on the charter, and Rebuild Pending Lines regenerates the ones that have not been billed yet without disturbing anything already invoiced. From a planned line you run Create Invoice and Trident writes a normal Business Central sales invoice.
After that the line stops being a manual flag. Its status follows the sales document and the customer ledger, so a line reads as paid because the ledger says the invoice is paid, not because somebody remembered to tick it. That is the whole point of the page and it is the part I would want a pilot to attack hardest.
APA Journal
Where Advance Provisioning Allowance expenses get recorded and pushed through review. A line belongs to a charter and carries what was spent, the category, and the supporting reference. The actions are Submit for Review, Mark Reviewed, Mark Rejected, Approve Evidence Exception, plus Review History and Attachments.
The evidence exception is the interesting one: when a line has no supporting document and somebody decides to pass it anyway, that decision is recorded as an exception with a name against it, rather than the line quietly becoming reviewed. APA Ledger Entries is the flat entry view behind all of it, and APA Review History is the audit trail.
APA Reconciliation
The page that answers "does the APA add up". It sets what was estimated and invoiced against what was actually received, and both against what has been reviewed as spent:
- APA Summary — APA Estimated, APA Invoiced, APA Received Calculated, APA Received Manual, APA Received Used.
- Reviewed Expenses and Variance (Received − Reviewed), then Outcome, Settlement Status, Funding Status and Outstanding Top-up.
- Expense Breakdown by Category and the APA Entries list, both in-page.
From here you run Mark All Reviewed as Reconciled, Request APA Top-up when the funds will not cover what is coming, Prepare APA Statement, Create APA Settlement Document, and Currency Snapshot Review when a charter's APA was funded in a currency that has since moved.
APA Statements
Issuing the final statement for a charter's APA account. Statements are versioned: an issued version is kept, so a corrected statement is a new version rather than an overwrite of the one the client already has in their inbox. Cancel APA Statement exists for the case where a statement should never have gone out, and it cancels rather than deletes.
Settlement, refunding a surplus or collecting a shortfall, is computed from the issued statement. That is deliberate: it makes what you told the client and what you settle the same number by construction.
Charter Closeout Workbench
One charter, everything between it and closed. The header shows Closeout Status, Blocked Reason, Next Action, Closeout Guidance, Billing State and the current actionable document; under it sit the billing and payment totals, the APA block, and the Closeout Checklist.
Eleven rows, evaluated per fact rather than per blocker: Charter Lifecycle, Billing Schedule, Invoice Posting, Payment Collection, APA Requirement, APA Receipt, APA Expense Review, APA Settlement, APA Statement, Commercial Evidence, Closeout Decision. A charter carrying a draft invoice and an unpaid posted invoice at the same time shows both, instead of showing the first and marking the rest Not Applicable. The header above still names one primary blocker, because somebody has to be told what to do first.
The status values a charter can sit in are fixed, and the workbench, the Finance Review list and the role centre all agree on them:
| Value | Holds the charter open? |
|---|---|
| Not Assessed | No closeout has not been evaluated |
| Not Completed | No the charter has not reached completion yet |
| Billing Not Started | Blocks |
| Billing Not Finalized | Blocks |
| Payment Outstanding | Blocks |
| APA Reconciliation Pending | Blocks |
| APA Receipt Outstanding | Blocks |
| APA Settlement Required | Blocks |
| APA Settlement Awaiting Payment | Blocks |
| APA Currency Review Required | Blocks |
| APA Statement Required | Blocks |
| Ready To Close | Clear |
| Closed | Terminal |
Finance Review
The list version, across charters: which ones are blocked, on what, and what the next action is. Advance Finance Review takes that next action where it can be taken from the list, Open Current Document jumps to whatever document the charter is waiting on, and Finance Review Report prints it. This is the page for a recurring finance meeting.
Charter Finance Workspace
Wider than Finance Review and less action-oriented: scheduled against invoiced against posted against outstanding, the full APA column set, preparation status and closeout status, with commercial entries underneath. A reviewer keeps this open; an operator does not need it.
Charter Evidence Timeline
What happened to a charter, in order, drawn from three sources: commercial entries, the status log and document links. It is the page you open when somebody asks why a charter is in the state it is in.
Trident Setup Readiness Center
This page is about your setup, not about your charters, which is worth being explicit because the name suggests otherwise. It runs eleven checks over the configuration Trident needs and lists each with a Setup Area, a Setup Check, a Status, a Details line and a Recommended Action. Open Related Page takes you to whichever setup page fixes the selected row, and re-runs the checks when you come back.
The eleven, by area: Numbering (charter number series); Charter Billing (billing item, billing account); APA Billing (billing item, billing account); Payment Templates (an active template exists, that template has active lines); Payment Schedules (planned lines match their charter's currency); Pricing Setup; APA Setup (expense categories); Onboarding (guided setup completed).
Statuses are Ready, Warning, Blocked and Not Applicable. Blocked means something will fail: no number series, a blocked billing item, an account that is not direct-posting. Warning means it will run but you are missing something you probably wanted, like an active pricing scheme. Not Applicable is a real answer here: if you bill charters through a G/L account, the item checks do not apply to you and say so.
Charter Setup, Set up Trident Finance
Charter Setup is the settings page: numbering, billing products, G/L accounts. Set up Trident Finance is the guided version of the same ground, and it is what the Onboarding readiness check is asking about.
Payment Templates, Charter Pricing Setup, APA Expense Categories
The three configuration lists behind daily work: the stage patterns a schedule is built from, the pricing schemes, and the categories APA expenses are booked to.
Trident Diagnostics
Admin-only, deliberately. It exposes internal state that is useful when I am debugging with you and has no business being open to a read-only user, so Trident Read is refused it and the refusal is one of the things the persona proof checks.
Trident Finance
The role centre, and the home screen for this work. Its Activities cues count active, invoiced, completed and closed charters, draft and pending-review APA expenses, and the finance review queue; each number drills through to the list behind it.
Something on a page unclear, wrong, or missing from this reference? [email protected]. What to expect back is on the docs page.