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You can follow alternate bunker invoicing workflows to support different business situations. For example, you can create a Bunker Invoice before a Bunker Requirement or a Bunker Inquiry has been entered, or before knowing the operational lifting quantities. If you like, you can bind the invoice to a bunker purchase or to the operational quantity at a later time. To support this flexibility, there are a number of ways in which you can create a Bunker Invoice.
Creating a Bunker Invoice
- To create a Bunker Invoice, use one of these methods:
- On the Bunker Requirement form, right-click the selected vendor inquiry line (the one with the S check box selected), and click Create Bunker Invoice.
- On the Voyage Bunkers form from the Voyage Manager, under Bunker Liftings, right click the line and click Create Bunker Invoice.
- On the Invoices tab of the Voyage Manager, click the Create Invoice link.
- On the Bunker Purchase form, click .
- In the Operations module center , under Bunkers, click Bunker Invoice.
- Create the invoice in Financials, on the Create Invoices List.
- On the Bunker Invoice, do one of the following:
- Complete at least the required fields.
- If an uninvoiced Bunker Purchase matches the values when you complete fields, a selection list appears with the possible relevant Bunker Purchases. Select the appropriate one; its values populate the Invoice.
- Complete any other relevant fields.
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Barging and other costs will be considered as part of the base price for a given fuel type/slot on the FIFO queue and voyage |
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P&L. |
Viewing a Bunker Invoice
To view all Bunker Invoices, in the Financials module center Transaction Summary and then apply a filter to the Description column.
, under Transactions, click...
- On the Transaction Summary, click a Description link.
- On the Invoices Tab - Voyage Manager, click a Type link.
- On the Bunker Purchase form, click .
Binding a Bunker Invoice
You can create a Bunker Invoice before a Bunker Requirement or inquiry has been entered and then bind the invoice to a bunker purchase later. In another case, you might create a Bunker Invoice before knowing the operational lifting quantities. Again, you can bind the invoice to the operational quantity at a later time.
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If a Bunker Invoice is not bound to a |
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Bunker Lifting, some rows in the Report Designer will be empty (e.g., Lifting Date GMT). Binding the |
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Bunker Invoice to the |
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Bunker Lifting and saving the voyage will make the values appear in the report. |
Binding an Inquiry to an Invoice
When you create an invoice independent of a vendor inquiry, you can later associate the invoice with the purchase.
- On the Bunker Requirement form, right-click the selected line and click Bind to Bunker Invoice.
- In the Bunker Invoice, click and retrieve the invoice.
- To save the information, click .
Binding a Lifting to an Invoice
When you create a Bunker Invoice before knowing the operational lifting quantities, to associate an invoice with the quantity lifted, as recorded in the Voyage Manager, follow these steps.
- On the Voyage Bunkers form from the Voyage Manager, in the Bunker Liftings table, right-click the line and click Bind Bunker Invoice.
- In the Bunker Invoice, to save the information, click .
Automatically Posting a Bunker Invoice
Through the use of the Messaging Service, you can automatically post Bunker Invoices once they are imported into the system. Bunker Invoices will default to nonrebillable-type invoices because a Bunker Invoice would always be a transaction with a third-party vendor. Should you need these to be rebillable-type invoices, a change will need to be made to the XML.
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For clients who have purchased the Messaging Service, the full Messaging Service Manual is available on request. |
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