Performing the e-invoicing flow

Use this procedure to complete the e-invoicing flow to Infor Localization Services and to 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 Warehouse Pick List Print to create a shipment.
  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 Unreleased.

    2. Create and release the billing invoice.

      The status of the billing invoice is Unreleased.

  8. Sign in as Process Server Administrator and select Administration > Work Units > Work Units > FSM_ION_SyncInvoice_Outbound.

    The SyncInvoice BOD is available in ION Desk. The BOD is also transmitted to Infor Localization Services and the invoice is registered in LSP. The BOD status is Registered.

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

  9. Select Work Units > FSM_ION_ProcessInvoice_Inbound.

    If the BOD status is Registered, then the billing invoice is released with the Folio Authorization Code specified.

  10. Run these batch jobs:
    • Invoice Verification Report
    • Invoice and Register Print
    • Sub System Update

    The billing invoice status is changed to Global Ledger Updated. A receivables invoice is created and the invoice status is Released.

    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.

  11. To verify that the receivables invoice is created and released, sign in as Application Administrator and select Financials > Receivables > Processing > Invoices.