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IMOS On-Prem - 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 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.
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 P&L.
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.
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 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.
For clients who have purchased the Messaging Service, the full Messaging Service Manual is available on request.
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