Home > Bunkering > Bunker Invoice
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- To create a Bunker Invoice, use one of these methods:
- On the Bunker Requirement form, right-click the selected vendor inquiry (the one with the S check box selected) and then click Create Bunker Invoice.
- On the Voyage Bunkers form, right-click a Bunker Liftings line item and then click Create Bunker Invoice.
- On the voyage Invoices panel, click a Bunker Invoice card with Status: Uninvoiced.
- On the Bunker Purchase form, click Create Bunker Invoice.
- On the Operations menu
, under Bunkers, click Bunker Invoice. - Create the invoice in Financials, on the Create Bunker 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.
- To approve, post, reject, export, or email an invoice, on the toolbar, click Invoice.
Attach documents or links or double-click to open an attachment, click Attachments. These can only be added once the Bunker Invoice has been saved with the mandatory fields.
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Barging costs will be included in the total cost of the bunker invoice automatically when configuration flag CFGEnableBunkerInvLumpsumFields is switched on. When it is off, the barging costs have to be re-entered in the invoice in order for the total costs to recalculate and include them. |
Viewing a Bunker Invoice
To view all Bunker Invoices, on the Transaction Summary, apply a filter to the Description column.
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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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| title | Related Configuration Flags |
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| Name/Flag | Description |
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Enable Bunker Invoice Lumpsum Fields
CFGEnableBunkerInvLumpsumFields | Enables display of lumpsum fields for barging costs and other costs in the Bunker Invoice form, augmenting the rate fields so these costs can be entered independent of invoice quantity. | Tax on Tax PST
CFGTaxOnTaxPST | Causes PST Tax to consider all items on the invoice as taxable, including other tax lines, rather than applying only to non-tax invoice items. | Auto Post Bunker Invoice
CFGAutoPostBinv | Bunker Invoices that are imported as Pending will be automatically posted as long as they are within acceptable thresholds defined in CFGAutoPostBinvTotalTolerance, CFGAutoPostBinvPriceTolerance, and CFGAutoPostBinvQtyTolerance. In addition to validating that amounts are within the tolerances defined: - The related Bunker Inquiry/Purchase must be status Ordered.
- The related Bunker Requirement must be status Approved.
- The PO Number on the incoming Invoice must match that on the Bunker Inquiry/Purchase.
- The voyage information defined in the Invoice must match that on the Requirement.
If any of the validations fails, the invoice will still be imported as Pending status. | Auto Post Bunker Invoice Total Tolerance
CFGAutoPostBinvTotalTolerance | When CFGAutoPostBinv is enabled, pending bunker invoices imported through the Messaging Service will be automatically posted if they meet certain data validations. Set the tolerance here in base currency for the acceptable difference between the bunker invoice's total amount and the related ordered inquiry's total amount. | Auto Post Bunker Invoice Price Tolerance
CFGAutoPostBinvPriceTolerance | When CFGAutoPostBinv is enabled, pending bunker invoices imported through the Messaging Service will be automatically posted if they meet certain data validations. Set the tolerance here in base currency for the acceptable difference between the bunker invoice's price per metric ton and the related ordered inquiry's price per metric ton. | Auto Post Bunker Invoice Quantity Tolerance
CFGAutoPostBinvQtyTolerance | When CFGAutoPostBinv is enabled, pending bunker invoices imported through the Messaging Service will be automatically posted if they meet certain data validations. Set the tolerance here in metric tons for the acceptable difference between the bunker invoice's Inv Qty and Opr Qty. | Preserve Line Items on Bunker Invoice Post
CFGPreserveLineItemsOnBINVPost | When posting a bunker invoice, all individual items will be preserved; barging and other costs will not be added to the base price. | Enable Veslink Bunkering Form Date Sync
CFGEnableVeslinkBunkeringFormDateSync | When enabled, upon submission and approval of a Veslink Bunkering Form, the Bunkering Completed time and date field from that form will be synced with the Bunker Requirement Delivery field and the Bunker Invoice Delivery Date field, if they exist. If there are multiple requirements for the given port call, it updates each one of them. | Default Unactual
CFGDefaultUnactual | When enabled, the Status of a newly created bunker, freight, equipment, hire, or commission invoice is set to Pending by default. | Link Bunker Invoice With Purch Match Vendor
CFGActLinkBINVWithPurchMatchVendor | If CFGActLinkBINVWithPurchaseNo is enabled so that Bunker Invoices can link to Bunker Purchases by PO Number, this flag controls whether or not the Bunker Invoice vendor must match the Bunker Purchase vendor for the link to be made. To allow for non-matching vendors, this flag should be disabled. |
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