IMOS - Bunker Invoice

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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 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.

Viewing a Bunker Invoice

To view all Bunker Invoices, in the Financials module center , under Transactions, click Transaction Summary and then apply a filter to the Description column.

To view all Bunker Invoices related to a voyage, go to the Invoices Tab - Voyage Manager and then apply a filter to the Type column.

To view a specific Bunker Invoice, do any of the following:

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.

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 .

Related Configuration Flags

Name/Flag	Description
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.