IMOS - Typical Operator-Bunker Department Workflow

1.

Create a Bunker Requirement from the Voyage Bunkers form. Leave the Request Status as Preliminary to tell the Bunker Manager that this is a possible but not confirmed, bunkering port.

2. 

Use the Bunker Requirement List to see preliminary and confirmed bunker requests. Sort the list in order of Vessel ETA or Bunkering Window From and process requests in date priority order.

3. 

Open an individual Bunker Requirement to view requirement details. Set the Procurement Status to In Process to help track your work. Make vendor inquiries for one or more ports and record the details.

4.

Monitor the Procurement Status of your requests in the Bunker Requirement form. Set the Request Status to Confirmed to tell the Bunker Manager that the bunkers can now be ordered.

Note: When a third-party bunker vendor with a direct interface updates a Bunker Requirement/Purchase, the Request Status changes to Pending Approval, and a report alerts the operator to those that need attention. When an agreement is reached between the operator and the bunker broker, the status changes to Approved, and only the Bunker Requirement Request Status field and Bunker Purchase PO Number field remain editable.

5. 

To record a bunker purchase, open the Bunker Requirement, select the vendor inquiry, and set its Status to Ordered. Track the progress of individual inquiries in the Bunker Purchase List. When all orders have been placed, set the Bunker Requirement Procurement Status to Completed.

6.

Enter the bunkers received by the vessel in Port Activities or Activity Reports on the Voyage Manager.

7. 

Update lifting details in the Bunker Purchase form; change the Purchase Status to Lifted.

8. 

From the Bunker Purchase form, create and process the payable Bunker Invoice; the Purchase Status updates to Invoiced.