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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.

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.

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.
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.