e-Invoicing requirement

Use this procedure to complete the e-invoicing flow to Infor Localization Services and register the invoice in LSP.

  1. Sign in as Application Administrator and select Supply Management > Item and Order Billing Processing > Manage Orders > Customer Orders.
  2. Create a customer order with lines.
  3. Release the customer order.
  4. Run the Warehouse Pick List Print.
  5. After the shipment is created, update the carrier and the number details on the bill of lading.
  6. To save the shipment before it is released, select Shipments.
  7. Run the Order Entry Daily Shipment Journal in Item and Order Billing or create and release the billing invoice:
    1. Select Supply Management > Item and Order Billing Processing > Create Item and Order Billing Processes > Order Entry Daily Shipment Journal.
      The billing invoice is created and the invoice status is Released.
    2. Select Financials > Billing > Processing > Invoice.
      Create and release the invoice.

      The status of the billing invoice is Unreleased and a Waiting for process invoice BOD message is displayed.

  8. Select Process Server Administrator > Administration > Work Units > Work Units > FSM_ION_SyncInvoice_Outbound.
    The SyncInvoice BOD is available in ION Desk. The BOD is also transmitted to the Infor Localization Services and the invoice is registered in LSP. The invoice status is Forwarded.

    Responses are received in the FSM_ION_ProcessInvoice_Inbound BOD with different statuses for Inbound Work Units.

  9. Select Process Server Administrator > Administration > Work Units > Work Units > FSM_ION_ProcessInvoice_Inbound.
    If the invoice status is Forwarded, then the billing invoice is released.
  10. Run these batch jobs:
    • Invoice Verification Report
    • Invoice and Register Print
    • Sub System Update
    The billing invoice status changes to Global Ledger Updated.
  11. If the response in the FSM_ION_ProcessInvoice_Inbound BOD is Rejected or Failed, then the billing invoice status is Unreleased.
    Open the invoice and edit the invoice data until the Global Ledger Updated status is displayed.
  12. A receivables invoice is created. Sign in as Application Administrator and select Financials > Receivables > Processing > Invoices.