Service Station Partner Invoicing 

Purpose

This process allows oil companies to recover funds from their service station partners on a regular basis.

You can invoice the partner for:

·        Sales of oil company-owned products such as fuels

·        A fee charged by the oil company for handling payment card settlement

The partner can be credited for:

·        Sales of all products by credit cards, as the oil company will receive the money directly from the credit card clearing house

·        Sales of partner-owned products purchased by fleet cards at the service station

·        Commission on fuels sales

You can alternatively credit a vendor account linked to your partner for commissions on fuels sales.

Prerequisites

For information about prerequisites for invoicing document creation, see the relevant section of Settlement and Invoicing.

Process Flow

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       1.      An external system transmits meter readings and payment card transactions to the Oil & Gas system

If for any reason there are problems with upload of data from external systems, you can also enter meter readings and payment card transactions manually. For more information, see Maintaining Meter Readings and Creating Payment Card Transaction Data.

       2.      During upload, meter readings are stored in the meter reading history table and payment card transactions are stored in the DTF tables. At the same time, transaction information is aggregated into the document base table. This aggregated information is then used in document creation as specified for service station partner invoicing.

       3.      The periodic invoicing function is started manually or by job control. For information about the selection parameters for periodic invoicing, see Invoicing Document Creation.

The invoicing document types linked to the invoicing method determine how many billing documents are created. The delivered template requires a minimum of two SD billing documents:

¡        The cash and credit card document, which handles cash and credit card sales at the service station

¡        The fleet card document, which handles fleet card sales at the service station. A separate fleet card document is required to handle the “purchase” of partner-owned-products from the partner so that they can be “sold” to the fleet card company. This requires a separate pricing procedure and therefore a second billing document.

Result

The FI collection process can start, using the open items created on the service station partner account by the billing documents. For more information about the FI collection process, see Introduction to Accounts Receivable and Accounts Payable.

You can display invoicing data and billing documents. For more information, see Listing Location Partner Invoices.

If necessary, you can reverse incorrect billing documents. For more information, see Reversing Invoicing Documents.