Welcome to the Veson Nautical Knowledge Base. In the Help Center, you can view the same articles and contact support as needed.
IMOS - Bunker Invoice
Home > Bunkering > Bunker Invoice
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 (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.
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.
To view all Bunker Invoices related to a voyage, open its Invoices panel.
To view a specific Bunker Invoice, do any of the following:
On the Transaction Summary, click a row.
On the voyage Invoices panel, click a card.
On the Bunker Purchase form, click Bunker Invoice.
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.
If a Bunker Invoice is not bound to a Bunker Lifting, some rows in the Report Designer will be empty (e.g., Lifting Date GMT). Binding the Bunker Invoice to the 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 item and then 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, right-click a Bunker Liftings line item and then 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.
For clients who have purchased the Messaging Service, the full Messaging Service Manual is available on request.
Still need help? Visit the Veson Nautical Help Center.
Copyright © 2017-2024 Veson Nautical LLC All Rights Reserved - Privacy Notice | End User Terms of Use