...
Create a COA Contract
A COA Contract consists of several ‘Cargo Contracts,' that is also known as liftings. A First, a COA Contract needs to be created first. Only then , can you can include the ‘Cargo Contract' (Liftings) into in the COA Contract.
Please follow Do the below steps following to create a COA Contract. :
Click the main action menu.
Select ‘Cargo Tracker’ Cargo Tracker and click ‘Contract’ the Contract hyperlink.
Click ‘New Contract’ New Contract.
Input the COA details and give a name to the COA contract by inputting the ‘Contract Code’Code.’
Select Save.
...
...
Create Cargo Contracts (Liftings)
...
After the COA Contract is created, you can proceed to create a Cargo Contract and assign them to the COA Contract. Please see below on how you can accomplish it
Using the following image as a reference, take the following steps.
Click ‘New Cargo’ New Cargo.
Select the ‘Status’ status of the cargo contract from the dropdown list.
Select the confidentiality. This allows setting Grid View filters.
Select from the dropdown list the COA Contract created in the previous segment from the dropdown list.
Input the Lifting number of the cargo contract you are creating. In this case, the screenshot is showing This example shows lifting no. 1 Lifting.
Input the relevant lifting details.
Click the Save icon.
...
Now that the first lifting is created, you may continue to can create for the subsequent Lifting. Please see the below steps to do it.
...
Do the following:
Double-click on the cargo line item to open up the cargo, and click the ‘Cargo’ Cargo hyperlinkRename .
To create a second lifting, rename the lifting no number from ‘1' to '2’. This is to create a 2nd lifting.
Click the action menu and select ‘Save Save as Copy’ Copy.
Click ‘Save’ Save and a new cargo line item is created, shown belowin the following image.
...
...
Bring COA’s Cargo to Estimate
From COA’s cargo to Estimate
...
By clicking the ‘Estimate’ Estimate, VMS brings this cargo into Estimate for running calculation.
...
From the Estimate and pulled from COA
...
In The cargo contract needs to be in an Open status in order to pull the COA lifting into the Estimate for running calculation, the cargo contract needs to be in an ‘Open’ status. Otherwise, it does not allow for selection from Estimate.
Click ‘Select Cargoes’ Select Cargoes in Estimate under Fixture, and select the Open listings. VMS will pull the relevant cp CP details into the Estimate, as shown in the following image.
...