Creation of COA Contract

A COA Contract consists of several ‘Cargo Contracts' that is also known as liftings. A COA Contract needs to be created first. Only then, you can include the ‘Cargo Contract' (Liftings) into the COA Contract.

Please follow the below steps to create a COA Contract.

1. Click the main action menu

2. Select ‘Cargo Tracker’ and click ‘Contract’ hyperlink

3. Click ‘New Contract’

4. Input the COA details and give a name to the COA contract by inputting the ‘Contract Code’

5. Save

Creation of Cargo Contracts (Liftings)

After the COA Contract is created, you can proceed to create Cargo Contract and assign them to the COA Contract. Please see below on how you can accomplish it.

1. Click ‘New Cargo’

2. Select the ‘Status’ of the cargo contract

3. Select the confidentiality. This allows setting Grid View filters.

4. Select from the dropdown list the COA Contract created in the previous segment

5. Input the Lifting number of the cargo contract you are creating. In this case, the screenshot is showing no.1 Lifting.

6. Input the relevant lifting details

7. Save

Now that the first lifting is created, you may continue to create for the subsequent Lifting. Please see the below steps to do it.

1. Double-click on the cargo line item to open up the cargo, and click the ‘Cargo’ hyperlink

2. Rename the lifting no from ‘1' to '2’. This is to create a 2nd lifting.

3. Click the action menu and select ‘Save as Copy’

4. Click ‘Save’ and a new cargo line item is created shown below

Bringing COA’s Cargo to Estimate

From COA’s cargo to Estimate

By clicking the ‘Estimate’ VMS brings this cargo into Estimate for running calculation.

From the Estimate and pulled from COA

In order to pull the COA lifting into 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’ in Estimate under Fixture, and select the Open listings. VMS will pull the relevant cp details into the Estimate.