How do I charge the customer for inbound and outbound fuel in a Throughput Transaction?

Summary:

This article explains how to charge a throughput customer for both inbound and outbound fuel in Cargas Energy. For inbound charging, you will use a Part Sale to bill the customer, then a Fuel Sale at $0/gallon to move inventory out of the throughput tank. For outbound-only charging, you will use a Fuel Sale with Sub Type = Throughput to record the ticket, inventory, and gallons, and set the Unit Price to your outbound rate, then post the fuel sale.

Issue / Question :

• The process for charging throughput companies for outbound fuel is similar to the inbound process but does not require the Part Sale step.
• In the inbound charging scenario, we will charge the customer for inbound fuel. Now that we've entered a BOL Throughput - Inbound transaction to get the fuel into the tank, we can charge the customer account using the Part Sale feature.
• Once the customer has been charged for inbound fuel, we need to move inventory out of the throughput location using a fuel sale on the same customer's account.
• Although most companies charge throughput transactions on the way into the throughput tank, Cargas Energy also provides the option to charge a customer for fuel on the way out of the throughput tank.
• For outbound-only charging, we charge the throughput customer using the Fuel Sale feature, without a Part Sale step.

Environment:

• Cargas Energy 2016 or Later

Resolution / Answer:

Inbound Charging (Charge on the way into the throughput tank)

Step 1: Charge the customer using a Part Sale

• Navigate to the appropriate account, then to Actions > Part Sale.

• Enter the Date, Cost Center, and Message (if applicable) for the throughput transaction.
• In the Items tab, choose the appropriate tax schedule, Item # (throughput charge item), quantity and unit price.
• When finished, click Save.
• You can also post this transaction immediately by changing the status to Completed and Billed.

Step 2: Move inventory out of the throughput location using a Fuel Sale at $0

• Once the customer has been charged, we now have to move inventory out of the throughput location using a fuel sale on the same customer's account.
• Since we have charged the throughput company for the inbound fuel and we do not want to charge for the outbound fuel, we will process the fuel sale with a unit price of $0/gallon.
• This allows us to track the outbound fuel without additionally charging the throughput company.
• From the Customer Summary screen, navigate to Actions > Fuel Sale.

• This will create a BOL - Sale transaction to move the fuel out of the throughput location.

• Select the Sub Type of Throughput, enter the Ticket Number, add a Note (if applicable) and select the Inventory Location, Fuel Type, and Gross/Net Gallons.
• The Unit Price will be $0 for this scenario.
• Note: Be sure to select the CHILD inventory location for the Inventory Location field in this screen.
• When you're finished, click Save. Review the information entered then click Save again.

• Lastly, to post the fuel sale transaction, navigate to Other > Fuel Sales > Post from the Cargas Home screen.

• The posting process for fuel sales is almost identical to posting deliveries.
• Check the "Post" box for the fuel sale(s) you wish to post, then click Post.

This will complete the throughput process for the inbound charging scenario.

Outbound Charging (Charge on the way out of the throughput tank)

Step 1: Create the outbound Fuel Sale

• Navigate to the appropriate account, then to Actions > Fuel Sale.

• Select the Sub Type of Throughput, enter the Ticket Number, add a Note (if applicable) and select the Inventory Location, Fuel Type, and Gross/Net Gallons.
• The Unit Price will be the outbound price per gallon that you charge to the throughput company for this scenario.

• Note: Be sure to select the CHILD inventory location for the Inventory Location field in this screen.
• When you're finished, click Save. Review the information entered then click Save again.

Step 2: Post the outbound Fuel Sale

• To post the fuel sale transaction, navigate to Other > Fuel Sales > Post from the Cargas Home screen.

• The posting process for fuel sales is almost identical to posting deliveries. Check the "Post" box for the fuel sale(s) you wish to post, then click Post.

This will complete the throughput process for the outbound charging scenario.